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 |
|---|---|---|---|---|---|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,474
shares
|
$336,145
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
1,473
shares
|
$335,917
0.07% of portfolio
|
Q4 2023
Added 2.01%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
1,470
shares
|
$335,233
0.03% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
1,464
shares
|
$333,865
0.15% of portfolio
|
Q4 2024
Added 32.49%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
1,463
shares
|
$333,637
0.15% of portfolio
|
Q2 2024
Added 12.54%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
1,461
shares
|
$333,181
0.08% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,458
shares
|
$332,496
0.03% of portfolio
|
Q4 2024
Added 18.06%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
1,451
shares
|
$330,900
0.01% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,450
shares
|
$330,672
0.0% of portfolio
|
Q4 2023
Reduced 10.16%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
1,443
shares
|
$329,076
0.02% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
1,442
shares
|
$328,848
0.09% of portfolio
|
Q4 2024
Added 29.56%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,440
shares
|
$328,392
0.02% of portfolio
|
Q3 2024
Reduced 95.85%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
1,435
shares
|
$327,251
0.08% of portfolio
|
Q3 2024
Reduced 17.29%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
1,434
shares
|
$327,023
0.16% of portfolio
|
Q2 2022
Reduced 4.97%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,433
shares
|
$326,795
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,430
shares
|
$326,111
0.03% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,427
shares
|
$325,427
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
1,426
shares
|
$325,199
0.07% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
1,425
shares
|
$324,971
0.08% of portfolio
|
Q1 2023
Reduced 9.52%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
1,424
shares
|
$324,743
0.01% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
1,422
shares
|
$324,287
0.05% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,420
shares
|
$323,831
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
1,418
shares
|
$323,374
0.24% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
1,417
shares
|
$323,146
0.08% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
1,417
shares
|
$323,146
0.01% of portfolio
|
Q4 2024
New holding
|