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 1,678 institutions that hold shares in the stock, with a total of 410 Million shares, which have been reported (via 13F filing form) to have a value of $93.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
1,802
shares
|
$410,946
0.03% of portfolio
|
Q1 2024
Added 2.62%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,800
shares
|
$410,490
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
1,800
shares
|
$410,490
0.06% of portfolio
|
Q1 2024
Added 20.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,778
shares
|
$405,472
0.18% of portfolio
|
Q2 2023
Reduced 4.05%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
1,778
shares
|
$405,472
0.08% of portfolio
|
Q1 2023
Reduced 1.39%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,774
shares
|
$404,560
0.02% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
1,772
shares
|
$404,104
0.11% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
1,768
shares
|
$403,192
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,754
shares
|
$399,999
0.01% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
1,753
shares
|
$399,771
0.03% of portfolio
|
Q2 2024
Reduced 3.26%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
1,753
shares
|
$399,771
0.02% of portfolio
|
Q4 2024
Reduced 25.18%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
1,750
shares
|
$399,087
0.01% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,745
shares
|
$397,947
0.03% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,745
shares
|
$397,947
0.05% of portfolio
|
Q3 2024
Added 50.82%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
1,740
shares
|
$396,807
0.14% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,730
shares
|
$394,526
0.04% of portfolio
|
Q3 2023
Added 29.78%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
1,725
shares
|
$393,386
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
1,722
shares
|
$392,702
0.07% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
1,717
shares
|
$391,561
0.18% of portfolio
|
Q4 2024
Added 18.66%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
1,709
shares
|
$389,737
0.07% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,708
shares
|
$389,509
0.01% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,707
shares
|
$389,281
0.05% of portfolio
|
Q4 2024
Added 25.15%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
1,700
shares
|
$387,685
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Jarislowsky, Fraser LTD
|
Nov 13, 2024 Q3 2024 |
1,700
shares
|
$387,685
0.0% of portfolio
|
Q4 2022
Reduced 3.74%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
1,690
shares
|
$385,404
0.02% of portfolio
|
Q4 2024
Added 1.75%
|