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 |
|---|---|---|---|---|---|
|
Lgt Group Foundation
|
Feb 06, 2025 Q4 2024 |
3,366
shares
|
$765,428
0.01% of portfolio
|
Q4 2024
Added 100.36%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
3,340
shares
|
$759,516
0.13% of portfolio
|
Q1 2019
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
3,334
shares
|
$758,151
0.04% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
3,309
shares
|
$752,466
0.04% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,298
shares
|
$749,965
0.09% of portfolio
|
Q2 2024
Added 1.2%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
3,291
shares
|
$748,373
0.04% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,257
shares
|
$740,641
0.0% of portfolio
|
Q4 2022
Reduced 9.4%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
3,250
shares
|
$739,050
0.1% of portfolio
|
Q1 2021
Reduced 1.13%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
3,244
shares
|
$737,685
0.08% of portfolio
|
Q2 2021
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
3,244
shares
|
$737,685
0.06% of portfolio
|
Q4 2024
Reduced 99.53%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
3,238
shares
|
$736,321
0.01% of portfolio
|
Q3 2024
Added 37.73%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
3,233
shares
|
$735,184
0.05% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
3,225
shares
|
$733,365
0.04% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
3,202
shares
|
$728,134
0.17% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
3,200
shares
|
$727,680
0.13% of portfolio
|
Q1 2022
Reduced 23.81%
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
3,190
shares
|
$725,406
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
3,190
shares
|
$725,406
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,187
shares
|
$724,723
0.01% of portfolio
|
Q3 2024
Added 11.12%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
3,156
shares
|
$717,674
0.24% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,151
shares
|
$716,537
0.46% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Gateway Investment Advisers LLC
|
Jan 14, 2025 Q4 2024 |
3,121
shares
|
$709,715
0.01% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,117
shares
|
$708,805
0.12% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
3,100
shares
|
$704,940
0.01% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
3,098
shares
|
$704,485
0.03% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
3,097
shares
|
$704,257
0.2% of portfolio
|
Q4 2024
Added 0.16%
|