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 |
|---|---|---|---|---|---|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
5,044
shares
|
$1.13 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
4,996
shares
|
$1.11 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
4,990
shares
|
$1.11 Million
0.39% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
4,937
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,935
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
4,926
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
4,912
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 89.26%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
4,905
shares
|
$1.09 Million
0.45% of portfolio
|
Q1 2024
Added 18.25%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,901
shares
|
$1.09 Million
0.14% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
4,900
shares
|
$1.09 Million
0.5% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
4,893
shares
|
$1.09 Million
0.42% of portfolio
|
Q3 2023
Reduced 14.74%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,879
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.97%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
4,859
shares
|
$1.08 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
4,806
shares
|
$1.07 Million
0.17% of portfolio
|
Q3 2024
Added 27.85%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
4,786
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
4,749
shares
|
$1.06 Million
0.18% of portfolio
|
Q4 2024
Added 109.58%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
4,735
shares
|
$1.06 Million
0.63% of portfolio
|
Q2 2024
Added 1.54%
|
|
|
Murphy Pohlad Asset Management LLC
|
Jan 23, 2025 Q4 2024 |
4,730
shares
|
$1.06 Million
0.43% of portfolio
|
Q4 2023
Reduced 4.83%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
4,710
shares
|
$1.05 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,707
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
4,704
shares
|
$1.05 Million
0.09% of portfolio
|
Q4 2024
Added 21.71%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
4,702
shares
|
$1.05 Million
0.2% of portfolio
|
Q4 2023
Reduced 19.39%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
4,694
shares
|
$1.05 Million
0.21% of portfolio
|
Q4 2024
Added 20.58%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
4,673
shares
|
$1.04 Million
0.23% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
4,667
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 0.73%
|