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 |
|---|---|---|---|---|---|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
1,412
shares
|
$322,006
0.0% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
1,410
shares
|
$321,550
0.12% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
1,409
shares
|
$321,322
0.05% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
1,403
shares
|
$319,954
0.03% of portfolio
|
Q3 2024
Added 31.37%
|
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
1,400
shares
|
$319,270
0.0% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
1,399
shares
|
$319,041
0.14% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
1,399
shares
|
$319,041
0.15% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,392
shares
|
$317,445
0.17% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
1,390
shares
|
$316,989
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
1,381
shares
|
$314,937
0.02% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
1,377
shares
|
$314,024
0.03% of portfolio
|
Q4 2024
Reduced 18.57%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
1,374
shares
|
$313,340
0.0% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
1,371
shares
|
$312,656
0.01% of portfolio
|
Q4 2024
Reduced 36.05%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
1,370
shares
|
$312,428
0.01% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,369
shares
|
$312,200
0.07% of portfolio
|
Q3 2024
Reduced 47.61%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
1,367
shares
|
$311,744
0.11% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
1,360
shares
|
$310,148
0.03% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
1,355
shares
|
$309,007
0.01% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
1,352
shares
|
$308,323
0.01% of portfolio
|
Q3 2024
Added 16.75%
|
|
|
Rice Hall James & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
1,350
shares
|
$307,867
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
1,349
shares
|
$307,639
0.01% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
1,346
shares
|
$306,955
0.03% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,340
shares
|
$305,587
0.02% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
1,338
shares
|
$305,130
0.01% of portfolio
|
Q3 2022
Added 4.69%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
1,338
shares
|
$305,130
0.04% of portfolio
|
Q4 2024
Reduced 8.79%
|