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 |
|---|---|---|---|---|---|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
1,181
shares
|
$269,327
0.07% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,179
shares
|
$268,870
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
1,177
shares
|
$268,414
0.02% of portfolio
|
Q3 2024
Reduced 42.28%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
1,176
shares
|
$268,186
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
1,169
shares
|
$266,590
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
1,166
shares
|
$265,906
0.01% of portfolio
|
Q3 2024
Reduced 68.88%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
1,166
shares
|
$265,906
0.03% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
1,153
shares
|
$262,941
0.03% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
1,152
shares
|
$262,713
0.02% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
1,149
shares
|
$262,029
0.05% of portfolio
|
Q3 2024
Added 147.63%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,144
shares
|
$260,889
0.0% of portfolio
|
Q3 2022
Added 5.05%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
1,143
shares
|
$260,661
0.12% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,142
shares
|
$260,433
0.04% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
1,141
shares
|
$260,205
0.07% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
1,135
shares
|
$258,836
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2024 Q3 2024 |
1,132
shares
|
$258,152
0.0% of portfolio
|
Q3 2024
Reduced 75.1%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
1,129
shares
|
$257,468
0.05% of portfolio
|
Q4 2024
Added 18.22%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
1,128
shares
|
$257,240
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
1,128
shares
|
$257,240
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
1,126
shares
|
$256,784
0.01% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
1,122
shares
|
$255,872
0.22% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
1,120
shares
|
$255,416
0.01% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
1,116
shares
|
$254,503
0.02% of portfolio
|
Q3 2024
Added 17.47%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Feb 06, 2025 Q4 2024 |
1,114
shares
|
$254,047
0.04% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,114
shares
|
$254,047
0.04% of portfolio
|
Q3 2023
New holding
|