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 |
|---|---|---|---|---|---|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
4,652
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,623
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,612
shares
|
$1.03 Million
0.16% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
4,607
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
4,589
shares
|
$1.02 Million
0.24% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,580
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
4,561
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
Reduced 61.47%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
4,513
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
4,489
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
4,487
shares
|
$1 Million
0.13% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
4,470
shares
|
$997,122
0.09% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
4,445
shares
|
$991,546
0.2% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
4,429
shares
|
$987,977
0.03% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
4,372
shares
|
$975,262
0.03% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
4,356
shares
|
$971,692
0.1% of portfolio
|
Q3 2024
Added 67.22%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2024 Q3 2024 |
4,324
shares
|
$964,554
0.2% of portfolio
|
Q3 2024
Added 36.15%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
4,287
shares
|
$956,301
0.05% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
4,267
shares
|
$951,839
0.18% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
4,253
shares
|
$948,716
0.1% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
4,196
shares
|
$936,001
0.06% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
4,194
shares
|
$935,555
0.37% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,146
shares
|
$924,848
0.03% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,133
shares
|
$921,948
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,083
shares
|
$910,794
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,062
shares
|
$906,110
0.44% of portfolio
|
Q3 2024
New holding
|