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 |
|---|---|---|---|---|---|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
5,625
shares
|
$1.25 Million
0.51% of portfolio
|
Q2 2024
New holding
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,622
shares
|
$1.25 Million
0.07% of portfolio
|
Q4 2021
Added 3.69%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
5,609
shares
|
$1.25 Million
0.17% of portfolio
|
Q2 2024
Reduced 6.49%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
5,599
shares
|
$1.25 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
5,569
shares
|
$1.24 Million
0.77% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
5,548
shares
|
$1.24 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
5,541
shares
|
$1.24 Million
0.69% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
5,530
shares
|
$1.23 Million
0.09% of portfolio
|
Q2 2024
Reduced 35.17%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
5,526
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,522
shares
|
$1.23 Million
0.03% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
5,512
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
5,484
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,415
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2022
Added 202.51%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,377
shares
|
$1.2 Million
0.15% of portfolio
|
Q3 2024
Added 34.96%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
5,374
shares
|
$1.2 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
5,370
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
5,342
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,327
shares
|
$1.19 Million
0.35% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
5,297
shares
|
$1.18 Million
0.29% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
5,255
shares
|
$1.17 Million
0.52% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
5,201
shares
|
$1.16 Million
0.29% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,192
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
5,136
shares
|
$1.15 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
5,091
shares
|
$1.14 Million
0.61% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
5,056
shares
|
$1.13 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.71%
|