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 |
---|---|---|---|---|---|
Belmont Capital, LLC
|
May 14, 2024 Q1 2024 |
225
shares
|
$47,749
0.01% of portfolio
|
Q1 2024
New holding
|
|
Quarry LP
New York, NY |
May 15, 2024 Q1 2024 |
218
shares
|
$46,263
0.01% of portfolio
|
Q1 2024
Reduced 25.34%
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 26, 2024 Q1 2024 |
216
shares
|
$45,839
0.03% of portfolio
|
Q1 2024
New holding
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 03, 2024 Q1 2024 |
206
shares
|
$43,717
0.05% of portfolio
|
Q1 2024
Reduced 37.2%
|
|
First United Bank & Trust
|
Apr 29, 2024 Q1 2024 |
205
shares
|
$43,505
0.02% of portfolio
|
Q1 2024
Reduced 10.09%
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
198
shares
|
$42,019
0.01% of portfolio
|
Q1 2024
Added 3.66%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
197
shares
|
$41,807
0.01% of portfolio
|
Q4 2023
Reduced 1.5%
|
|
Rogco, LP
Claremore, OK |
May 08, 2024 Q1 2024 |
196
shares
|
$41,595
0.02% of portfolio
|
Q1 2024
Reduced 53.22%
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2024 Q1 2024 |
195
shares
|
$41,382
0.0% of portfolio
|
Q1 2024
Added 42.34%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
195
shares
|
$41,382
0.02% of portfolio
|
Q3 2023
Added 9.55%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
194
shares
|
$41,170
0.03% of portfolio
|
Q1 2024
Added 1.04%
|
|
Institutional & Family Asset Management, LLC
|
May 08, 2024 Q1 2024 |
189
shares
|
$40,109
0.0% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
Kepos Capital LP
New York, NY |
May 10, 2024 Q1 2024 |
177
shares
|
$37,562
0.01% of portfolio
|
Q1 2024
Reduced 13.24%
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 08, 2024 Q1 2024 |
171
shares
|
$36,289
0.0% of portfolio
|
Q1 2024
Reduced 19.34%
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
171
shares
|
$36,289
0.02% of portfolio
|
Q1 2024
Reduced 1.16%
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Apr 18, 2024 Q1 2024 |
170
shares
|
$36,077
0.0% of portfolio
|
Q1 2024
New holding
|
|
Canton Hathaway, LLC
|
May 13, 2024 Q1 2024 |
164
shares
|
$34,804
0.01% of portfolio
|
Q2 2022
New holding
|
|
State Of Wyoming
Cheyenne, WY |
May 13, 2024 Q1 2024 |
158
shares
|
$33,530
0.01% of portfolio
|
Q1 2024
Reduced 64.09%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Apr 15, 2024 Q1 2024 |
158
shares
|
$33,530
0.01% of portfolio
|
Q4 2022
Reduced 14.59%
|
|
Sachetta, LLC
Lynnfield, MA |
May 01, 2024 Q1 2024 |
154
shares
|
$32,681
0.01% of portfolio
|
Q4 2023
New holding
|
|
Tradewinds Capital Management, LLC
|
Apr 18, 2024 Q1 2024 |
150
shares
|
$31,833
0.01% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
May 07, 2024 Q1 2024 |
147
shares
|
$31,196
0.01% of portfolio
|
Q1 2024
Reduced 16.0%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
147
shares
|
$31,196
0.02% of portfolio
|
Q1 2023
New holding
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
146
shares
|
$30,984
0.0% of portfolio
|
Q1 2024
Reduced 44.06%
|
|
Clear Investment Research, LLC
|
May 02, 2024 Q1 2024 |
139
shares
|
$29,498
0.04% of portfolio
|
Q1 2024
Reduced 20.11%
|