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 |
|---|---|---|---|---|---|
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
8,424
shares
|
$1.88 Million
0.83% of portfolio
|
Q1 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
8,411
shares
|
$1.88 Million
0.03% of portfolio
|
Q3 2023
Reduced 1.21%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,396
shares
|
$1.87 Million
0.12% of portfolio
|
Q3 2024
Added 140.92%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
8,347
shares
|
$1.86 Million
0.06% of portfolio
|
Q3 2024
Reduced 43.52%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
8,337
shares
|
$1.86 Million
0.04% of portfolio
|
Q2 2024
Added 3.36%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
8,335
shares
|
$1.86 Million
0.04% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
8,331
shares
|
$1.86 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
8,310
shares
|
$1.85 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
8,282
shares
|
$1.85 Million
0.49% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
8,279
shares
|
$1.85 Million
0.05% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
8,266
shares
|
$1.84 Million
0.03% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
8,242
shares
|
$1.84 Million
0.45% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
8,238
shares
|
$1.84 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
8,223
shares
|
$1.83 Million
0.21% of portfolio
|
Q3 2024
Reduced 18.39%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 29, 2025 Q4 2024 |
8,211
shares
|
$1.83 Million
0.32% of portfolio
|
Q4 2024
Added 67.2%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
8,193
shares
|
$1.83 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,137
shares
|
$1.82 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
8,089
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,009
shares
|
$1.79 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
8,001
shares
|
$1.78 Million
0.16% of portfolio
|
Q4 2023
Added 2.18%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
7,969
shares
|
$1.78 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
7,956
shares
|
$1.77 Million
0.11% of portfolio
|
Q3 2024
Reduced 14.16%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
7,935
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2024
Reduced 86.23%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
7,933
shares
|
$1.77 Million
0.05% of portfolio
|
Q4 2024
Added 15.14%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,880
shares
|
$1.76 Million
0.63% of portfolio
|
Q3 2024
New holding
|