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 |
|---|---|---|---|---|---|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
6,242
shares
|
$1.39 Million
0.38% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
6,239
shares
|
$1.39 Million
1.07% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
6,235
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2024
Added 39.14%
|
|
|
Highview Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
6,204
shares
|
$1.38 Million
0.52% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
6,197
shares
|
$1.38 Million
0.25% of portfolio
|
Q3 2024
Added 53.2%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
6,161
shares
|
$1.37 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
6,155
shares
|
$1.37 Million
0.22% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
6,116
shares
|
$1.36 Million
0.57% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
6,089
shares
|
$1.36 Million
0.42% of portfolio
|
Q3 2022
Added 11.6%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
6,048
shares
|
$1.35 Million
0.28% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
6,047
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
6,035
shares
|
$1.35 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
5,951
shares
|
$1.33 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2024 Q3 2024 |
5,900
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2024
Reduced 68.95%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,866
shares
|
$1.31 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
5,815
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
5,759
shares
|
$1.28 Million
0.78% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
5,756
shares
|
$1.28 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
5,740
shares
|
$1.28 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,725
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
5,725
shares
|
$1.28 Million
0.22% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
5,713
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
5,679
shares
|
$1.27 Million
0.03% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
5,678
shares
|
$1.27 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
5,677
shares
|
$1.27 Million
0.09% of portfolio
|
Q1 2023
Added 0.19%
|