Institutional Ownership Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC). We have compiled data on the 1,796 institutions that hold shares in the stock, with a total of 426 Million shares, which have been reported (via 13F filing form) to have a value of $77.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
46
shares
|
$8,320
0.0% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
45
shares
|
$8,139
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
45
shares
|
$8,139
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
45
shares
|
$8,139
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
45
shares
|
$8,139
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
45
shares
|
$8,139
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
43
shares
|
$7,777
0.0% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
43
shares
|
$7,777
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
43
shares
|
$7,777
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
43
shares
|
$7,777
0.01% of portfolio
|
Q2 2025
Added 115.0%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
42
shares
|
$7,596
0.0% of portfolio
|
Q3 2025
Reduced 48.15%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
42
shares
|
$7,596
0.0% of portfolio
|
Q2 2025
Added 740.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
42
shares
|
$7,596
0.0% of portfolio
|
Q3 2025
Reduced 16.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
41
shares
|
$7,415
0.0% of portfolio
|
Q1 2025
Reduced 29.31%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
41
shares
|
$7,415
0.0% of portfolio
|
Q3 2025
Added 95.24%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
40
shares
|
$7,234
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
39
shares
|
$7,053
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
39
shares
|
$7,053
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
38
shares
|
$6,873
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
38
shares
|
$6,873
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
36
shares
|
$6,511
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
36
shares
|
$6,511
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
35
shares
|
$6,330
0.0% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
35
shares
|
$6,330
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
33
shares
|
$5,968
0.0% of portfolio
|
Q3 2025
Reduced 96.28%
|
|