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 1,676 institutions that hold shares in the stock, with a total of 411 Million shares, which have been reported (via 13F filing form) to have a value of $93.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
3,863
shares
|
$878,446
0.08% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
3,850
shares
|
$875,490
0.02% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,825
shares
|
$869,805
0.02% of portfolio
|
Q4 2023
Reduced 24.26%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
3,807
shares
|
$865,711
0.28% of portfolio
|
Q3 2024
Reduced 25.4%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,803
shares
|
$864,802
0.02% of portfolio
|
Q4 2022
Added 3.26%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
3,802
shares
|
$864,574
0.02% of portfolio
|
Q4 2024
Added 39.17%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
3,792
shares
|
$862,300
0.07% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,778
shares
|
$859,117
0.02% of portfolio
|
Q2 2020
Reduced 4.17%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
3,758
shares
|
$854,569
0.03% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
3,755
shares
|
$853,887
0.66% of portfolio
|
Q3 2023
Reduced 2.59%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
3,749
shares
|
$852,522
0.15% of portfolio
|
Q1 2024
Reduced 3.65%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
3,745
shares
|
$851,613
0.23% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
3,741
shares
|
$850,703
0.21% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,726
shares
|
$847,292
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
3,725
shares
|
$847,065
0.01% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
3,724
shares
|
$846,837
0.01% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
3,721
shares
|
$846,155
0.39% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
3,717
shares
|
$845,245
0.28% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,695
shares
|
$840,243
0.0% of portfolio
|
Q3 2024
Reduced 54.35%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
3,670
shares
|
$834,558
0.17% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
3,661
shares
|
$832,511
0.16% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
3,603
shares
|
$819,322
0.56% of portfolio
|
Q3 2024
Added 10.22%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
3,600
shares
|
$818,640
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
3,594
shares
|
$817,275
0.06% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,590
shares
|
$816,366
0.02% of portfolio
|
Q4 2024
Reduced 5.1%
|