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 $86.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Janiczek Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
323
shares
|
$68,547
0.01% of portfolio
|
Q1 2024
Added 7.67%
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
312
shares
|
$66,212
0.01% of portfolio
|
Q1 2024
Added 0.32%
|
|
High Mark Wealth Management LLC
|
Apr 26, 2024 Q1 2024 |
308
shares
|
$65,363
0.04% of portfolio
|
Q2 2021
Added 0.65%
|
|
Chelsea Counsel CO
|
Jun 14, 2024 Q1 2024 |
300
shares
|
$63,666
0.04% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 13, 2024 Q1 2024 |
298
shares
|
$63,241
0.0% of portfolio
|
Q1 2023
Reduced 8.02%
|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 01, 2024 Q1 2024 |
298
shares
|
$63,241
0.04% of portfolio
|
Q1 2024
New holding
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 14, 2024 Q1 2024 |
290
shares
|
$61,543
0.0% of portfolio
|
Q4 2023
Added 4.32%
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 16, 2024 Q1 2024 |
289
shares
|
$61,331
0.01% of portfolio
|
Q3 2023
Added 107.91%
|
|
Perkins Coie Trust CO
|
Apr 12, 2024 Q1 2024 |
286
shares
|
$60,694
0.01% of portfolio
|
Q1 2024
Reduced 3.05%
|
|
Dunhill Financial, LLC
London, X0 |
May 13, 2024 Q1 2024 |
286
shares
|
$60,694
0.04% of portfolio
|
Q1 2024
Added 1.78%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
282
shares
|
$59,846
0.01% of portfolio
|
Q2 2023
Added 86.75%
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2024 Q1 2024 |
278
shares
|
$58,997
0.05% of portfolio
|
Q1 2024
Reduced 38.77%
|
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
May 13, 2024 Q1 2024 |
274
shares
|
$58,148
0.0% of portfolio
|
Q1 2024
Reduced 26.34%
|
|
Financial Management Professionals, Inc.
|
Apr 16, 2024 Q1 2024 |
264
shares
|
$56,026
0.01% of portfolio
|
Q1 2024
Reduced 10.51%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 16, 2024 Q4 2023 |
255
shares
|
$54,116
0.02% of portfolio
|
Q4 2023
New holding
|
|
Rise Advisors, LLC
|
Apr 09, 2024 Q1 2024 |
250
shares
|
$53,055
0.03% of portfolio
|
Q1 2024
New holding
|
|
Operose Advisors LLC
Milwaukee, WI |
May 13, 2024 Q1 2024 |
240
shares
|
$50,932
0.02% of portfolio
|
Q4 2023
Reduced 39.24%
|
|
Ofi Invest Asset Management
Paris, I0 |
Apr 29, 2024 Q1 2024 |
239
shares
|
$50,720
0.0% of portfolio
|
Q1 2024
Added 42.26%
|
|
South State Corp
|
May 06, 2024 Q1 2024 |
236
shares
|
$50,083
0.0% of portfolio
|
Q1 2024
Added 12.92%
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
235
shares
|
$49,871
0.05% of portfolio
|
Q4 2023
Reduced 82.36%
|
|
Loomis Sayles & CO L P
|
May 14, 2024 Q1 2024 |
233
shares
|
$49,447
0.0% of portfolio
|
Q1 2024
Reduced 39.64%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
232
shares
|
$49,235
0.0% of portfolio
|
Q1 2024
Added 52.63%
|
|
Nemes Rush Group LLC
Novi, MI |
May 15, 2024 Q1 2024 |
231
shares
|
$49,022
0.01% of portfolio
|
Q2 2023
New holding
|
|
Stone House Investment Management, LLC
|
May 15, 2024 Q1 2024 |
228
shares
|
$48,386
0.01% of portfolio
|
Q1 2024
New holding
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
226
shares
|
$47,961
0.0% of portfolio
|
Q1 2024
Reduced 16.3%
|