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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,590
shares
|
$816,366
0.02% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
3,569
shares
|
$811,590
0.09% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,546
shares
|
$806,360
0.01% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
3,540
shares
|
$804,996
0.05% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
3,504
shares
|
$796,809
0.33% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,504
shares
|
$796,809
0.04% of portfolio
|
Q4 2024
Reduced 15.83%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
3,500
shares
|
$795,900
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
3,500
shares
|
$795,900
0.14% of portfolio
|
Q2 2021
Reduced 0.11%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
3,500
shares
|
$795,900
0.24% of portfolio
|
Q4 2019
New holding
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 14, 2025 Q4 2024 |
3,500
shares
|
$795,900
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,494
shares
|
$794,535
0.36% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
3,487
shares
|
$792,943
0.0% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
3,481
shares
|
$791,579
0.0% of portfolio
|
Q4 2024
Reduced 99.02%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
3,461
shares
|
$787,031
0.05% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,460
shares
|
$786,804
0.02% of portfolio
|
Q3 2024
Added 30.76%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
3,445
shares
|
$783,393
0.01% of portfolio
|
Q3 2024
Added 112.92%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
3,434
shares
|
$780,891
0.06% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,420
shares
|
$777,708
0.0% of portfolio
|
Q3 2024
Reduced 99.31%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,401
shares
|
$773,387
0.24% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Feb 04, 2025 Q4 2024 |
3,397
shares
|
$772,477
0.64% of portfolio
|
Q4 2024
Reduced 16.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,395
shares
|
$772,023
0.05% of portfolio
|
Q4 2022
Added 2.01%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,388
shares
|
$770,431
0.03% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
3,386
shares
|
$769,976
0.01% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
3,385
shares
|
$769,749
0.01% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,383
shares
|
$769,294
0.09% of portfolio
|
Q3 2024
New holding
|