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 |
|---|---|---|---|---|---|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
33
shares
|
$5,968
0.0% of portfolio
|
Q3 2025
Reduced 96.28%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
33
shares
|
$5,968
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
32
shares
|
$5,787
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
32
shares
|
$5,787
0.0% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
30
shares
|
$5,426
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
30
shares
|
$5,426
0.0% of portfolio
|
Q2 2025
Reduced 30.23%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
29
shares
|
$5,245
0.0% of portfolio
|
Q3 2025
Added 314.29%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
29
shares
|
$5,245
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
29
shares
|
$5,245
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
28
shares
|
$5,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
28
shares
|
$5,064
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
27
shares
|
$4,883
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
26
shares
|
$4,702
0.0% of portfolio
|
Q3 2025
Reduced 96.76%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
25
shares
|
$4,521
0.0% of portfolio
|
Q3 2024
Reduced 54.55%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
25
shares
|
$4,521
0.0% of portfolio
|
Q3 2025
Reduced 78.81%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
24
shares
|
$4,340
0.0% of portfolio
|
Q1 2024
Reduced 48.94%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
21
shares
|
$3,798
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
21
shares
|
$3,798
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
20
shares
|
$3,617
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
20
shares
|
$3,617
0.0% of portfolio
|
Q3 2025
Reduced 41.18%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
20
shares
|
$3,617
0.0% of portfolio
|
Q3 2025
Reduced 53.49%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
20
shares
|
$3,617
0.0% of portfolio
|
Q2 2025
Reduced 99.02%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
20
shares
|
$3,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
19
shares
|
$3,436
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
19
shares
|
$3,436
0.0% of portfolio
|
Q4 2025
Reduced 29.63%
|
|