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 |
|---|---|---|---|---|---|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
993
shares
|
$226,453
0.03% of portfolio
|
Q4 2024
Reduced 42.4%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
992
shares
|
$226,225
0.04% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
988
shares
|
$225,313
0.04% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
980
shares
|
$223,489
0.04% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 13, 2024 Q3 2024 |
980
shares
|
$223,489
0.02% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
976
shares
|
$222,576
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
971
shares
|
$221,436
0.05% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
968
shares
|
$220,752
0.2% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
962
shares
|
$219,384
0.02% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
958
shares
|
$218,471
0.09% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
951
shares
|
$216,875
0.02% of portfolio
|
Q2 2024
Reduced 14.17%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
949
shares
|
$216,419
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
947
shares
|
$215,963
0.12% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
923
shares
|
$210,490
0.01% of portfolio
|
Q3 2024
Reduced 31.17%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
916
shares
|
$208,893
0.02% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
916
shares
|
$208,893
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
913
shares
|
$208,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
902
shares
|
$205,701
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
885
shares
|
$201,824
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
872
shares
|
$198,859
0.02% of portfolio
|
Q4 2024
Reduced 50.37%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
867
shares
|
$197,719
0.1% of portfolio
|
Q2 2022
Reduced 24.01%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
862
shares
|
$196,579
0.03% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
861
shares
|
$196,351
0.04% of portfolio
|
Q2 2022
Reduced 91.63%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
833
shares
|
$189,965
0.01% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
833
shares
|
$189,965
0.1% of portfolio
|
Q4 2024
New holding
|