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 1,714 institutions that hold shares in the stock, with a total of 423 Million shares, which have been reported (via 13F filing form) to have a value of $98.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ofi Invest Asset Management
Paris, I0 |
Feb 07, 2025 Q4 2024 |
2,591
shares
|
$595,437
0.01% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
2,589
shares
|
$594,978
0.29% of portfolio
|
Q4 2024
Added 166.36%
|
|
|
C2 C Wealth Management, LLC
|
Feb 12, 2025 Q4 2024 |
2,580
shares
|
$592,909
0.51% of portfolio
|
Q4 2021
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,580
shares
|
$592,909
0.08% of portfolio
|
Q4 2024
Added 27.09%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
2,576
shares
|
$591,990
0.16% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
2,566
shares
|
$589,692
0.17% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
2,563
shares
|
$589,003
0.01% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
2,549
shares
|
$585,785
0.01% of portfolio
|
Q4 2024
Added 23.02%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
2,533
shares
|
$582,108
0.07% of portfolio
|
Q4 2024
Added 14.67%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,522
shares
|
$579,580
0.03% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Broderick Brian C
|
Feb 12, 2025 Q4 2024 |
2,500
shares
|
$574,525
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
2,489
shares
|
$571,997
0.04% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
2,478
shares
|
$569,469
0.06% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
2,457
shares
|
$564,643
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,456
shares
|
$564,413
0.01% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
2,453
shares
|
$563,723
0.05% of portfolio
|
Q4 2024
Added 20.66%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
2,440
shares
|
$560,736
0.32% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
2,436
shares
|
$559,817
0.37% of portfolio
|
Q3 2020
Reduced 14.85%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
2,430
shares
|
$558,438
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
2,425
shares
|
$557,289
0.16% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,425
shares
|
$557,289
0.25% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,405
shares
|
$552,693
0.02% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
2,392
shares
|
$549,705
0.05% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,372
shares
|
$545,109
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
2,368
shares
|
$544,190
0.38% of portfolio
|
Q2 2024
Added 10.76%
|