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 1,533 institutions that hold shares in the stock, with a total of 408 Million shares, which have been reported (via 13F filing form) to have a value of $85.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Meridian Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
1,116
shares
|
$235,163
0.04% of portfolio
|
Q1 2024
Added 1.27%
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 10, 2024 Q1 2024 |
1,116
shares
|
$235,163
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,114
shares
|
$234,742
0.04% of portfolio
|
Q3 2023
New holding
|
|
Middleton & CO Inc
|
May 14, 2024 Q1 2024 |
1,110
shares
|
$233,899
0.03% of portfolio
|
Q4 2023
Reduced 8.26%
|
|
Riverview Trust CO
|
Apr 12, 2024 Q1 2024 |
1,110
shares
|
$233,899
0.18% of portfolio
|
Q3 2023
Reduced 1.33%
|
|
Bristlecone Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
1,108
shares
|
$233,477
0.02% of portfolio
|
Q4 2023
Reduced 7.9%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
1,105
shares
|
$232,845
0.01% of portfolio
|
Q4 2023
Added 0.91%
|
|
Mount Yale Investment Advisors, LLC
|
May 15, 2024 Q1 2024 |
1,101
shares
|
$232,002
0.02% of portfolio
|
Q1 2024
Reduced 31.95%
|
|
Angeles Investment Advisors, LLC
|
May 14, 2024 Q1 2024 |
1,100
shares
|
$231,792
0.01% of portfolio
|
Q1 2024
New holding
|
|
N Verses Capital, LLC
Wellington, FL |
Apr 25, 2024 Q1 2024 |
1,100
shares
|
$231,792
0.54% of portfolio
|
Q1 2024
New holding
|
|
Ariston Services Group
San Diego, CA |
Apr 18, 2024 Q1 2024 |
1,084
shares
|
$228,420
0.21% of portfolio
|
Q1 2024
Reduced 1.63%
|
|
Simon Quick Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
1,080
shares
|
$227,577
0.02% of portfolio
|
Q1 2024
New holding
|
|
Garde Capital, Inc.
Seattle, WA |
May 29, 2024 Q1 2024 |
1,080
shares
|
$227,577
0.02% of portfolio
|
Q1 2024
Reduced 27.9%
|
|
Gryphon Financial Partners LLC
|
May 01, 2024 Q1 2024 |
1,073
shares
|
$226,102
0.04% of portfolio
|
Q1 2024
Reduced 4.79%
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
1,070
shares
|
$225,470
0.01% of portfolio
|
Q1 2024
New holding
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,068
shares
|
$225,048
0.02% of portfolio
|
Q1 2023
New holding
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 10, 2024 Q1 2024 |
1,068
shares
|
$225,048
0.02% of portfolio
|
Q4 2023
New holding
|
|
Astoria Portfolio Advisors Llc.
|
Apr 16, 2024 Q1 2024 |
1,063
shares
|
$223,995
0.08% of portfolio
|
Q1 2024
New holding
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2024 Q1 2024 |
1,063
shares
|
$223,995
0.06% of portfolio
|
Q2 2023
New holding
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2024 Q1 2024 |
1,059
shares
|
$223,152
0.04% of portfolio
|
Q1 2024
Reduced 36.4%
|
|
Destination Wealth Management
|
May 14, 2024 Q1 2024 |
1,057
shares
|
$222,731
0.01% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
Charter Oak Capital Management, LLC
|
Apr 23, 2024 Q1 2024 |
1,050
shares
|
$221,256
0.02% of portfolio
|
Q1 2024
New holding
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
May 09, 2024 Q1 2024 |
1,050
shares
|
$221,256
0.14% of portfolio
|
Q1 2024
Reduced 3.76%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 15, 2024 Q1 2024 |
1,049
shares
|
$221,045
0.01% of portfolio
|
Q1 2024
New holding
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 22, 2024 Q1 2024 |
1,047
shares
|
$220,623
0.07% of portfolio
|
Q1 2024
New holding
|