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 1,662 institutions that hold shares in the stock, with a total of 408 Million shares, which have been reported (via 13F filing form) to have a value of $91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
9,754
shares
|
$2.18 Million
0.66% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
9,733
shares
|
$2.17 Million
0.64% of portfolio
|
Q4 2024
Added 350.6%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
9,720
shares
|
$2.17 Million
0.68% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,687
shares
|
$2.16 Million
0.05% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Tealwood Asset Management Inc
|
Jan 13, 2025 Q4 2024 |
9,659
shares
|
$2.15 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
9,608
shares
|
$2.14 Million
0.04% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
9,513
shares
|
$2.12 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
9,424
shares
|
$2.1 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
9,365
shares
|
$2.09 Million
0.27% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
9,302
shares
|
$2.07 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
9,279
shares
|
$2.07 Million
0.1% of portfolio
|
Q2 2022
Reduced 8.65%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
9,227
shares
|
$2.06 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
9,196
shares
|
$2.05 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
9,164
shares
|
$2.04 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
9,071
shares
|
$2.02 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
9,051
shares
|
$2.02 Million
0.02% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
9,027
shares
|
$2.01 Million
0.02% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,008
shares
|
$2.01 Million
0.02% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
8,767
shares
|
$1.96 Million
0.14% of portfolio
|
Q4 2022
Added 90.46%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
8,738
shares
|
$1.95 Million
0.06% of portfolio
|
Q4 2024
Added 51.23%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,694
shares
|
$1.94 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
8,649
shares
|
$1.93 Million
0.53% of portfolio
|
Q4 2024
Reduced 12.01%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
8,637
shares
|
$1.93 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
8,625
shares
|
$1.92 Million
0.13% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
8,430
shares
|
$1.88 Million
0.2% of portfolio
|
Q2 2024
Added 52.14%
|