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 |
|---|---|---|---|---|---|
|
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%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,093
shares
|
$703,348
0.1% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
3,092
shares
|
$703,120
0.02% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
3,067
shares
|
$697,435
0.02% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,064
shares
|
$696,753
0.01% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
3,057
shares
|
$695,161
0.01% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
3,049
shares
|
$693,342
0.08% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,045
shares
|
$692,433
0.01% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
3,040
shares
|
$691,296
0.06% of portfolio
|
Q4 2024
Added 101.19%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,034
shares
|
$689,931
0.11% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
3,030
shares
|
$689,022
0.07% of portfolio
|
Q2 2024
Added 23.93%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
3,030
shares
|
$689,022
0.03% of portfolio
|
Q1 2024
Added 0.46%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
3,005
shares
|
$683,337
0.04% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$682,200
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
2,989
shares
|
$679,698
0.0% of portfolio
|
Q3 2024
Reduced 80.61%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
2,989
shares
|
$679,698
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
2,987
shares
|
$679,243
0.06% of portfolio
|
Q4 2024
Added 15.42%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,970
shares
|
$675,378
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
2,962
shares
|
$673,558
0.13% of portfolio
|
Q3 2024
Added 155.12%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
2,929
shares
|
$666,054
0.06% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,911
shares
|
$661,961
0.06% of portfolio
|
Q3 2024
Reduced 21.05%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
2,899
shares
|
$659,232
0.13% of portfolio
|
Q2 2024
Added 7.25%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
2,894
shares
|
$658,095
0.01% of portfolio
|
Q3 2024
Added 14.98%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,874
shares
|
$653,547
0.04% of portfolio
|
Q4 2024
Added 4.43%
|