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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,685
shares
|
$384,264
0.02% of portfolio
|
Q4 2024
Added 30.82%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
1,684
shares
|
$384,036
0.64% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
1,684
shares
|
$384,036
0.15% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
1,676
shares
|
$382,211
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
1,672
shares
|
$381,299
0.18% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
1,657
shares
|
$377,878
0.0% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
1,652
shares
|
$376,738
0.01% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
1,650
shares
|
$376,282
0.21% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,644
shares
|
$374,914
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,641
shares
|
$374,230
0.07% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
1,631
shares
|
$371,949
0.08% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
1,626
shares
|
$370,809
0.02% of portfolio
|
Q4 2024
Added 31.87%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,621
shares
|
$369,669
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,618
shares
|
$368,984
0.01% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
1,613
shares
|
$367,844
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,611
shares
|
$367,388
0.03% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
1,609
shares
|
$366,932
0.19% of portfolio
|
Q4 2021
Added 0.56%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
1,607
shares
|
$366,476
0.14% of portfolio
|
Q4 2021
Added 1.77%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
1,598
shares
|
$364,423
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,590
shares
|
$362,599
0.04% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
1,590
shares
|
$362,599
0.17% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
1,588
shares
|
$362,143
0.03% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
1,586
shares
|
$361,687
0.03% of portfolio
|
Q4 2022
Reduced 12.42%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
1,585
shares
|
$361,459
0.03% of portfolio
|
Q2 2023
Reduced 11.65%
|
|
|
Capital Management Corp
|
Feb 07, 2025 Q4 2024 |
1,580
shares
|
$360,319
0.07% of portfolio
|
Q1 2022
Reduced 1.06%
|