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 1,691 institutions that hold shares in the stock, with a total of 419 Million shares, which have been reported (via 13F filing form) to have a value of $96.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
399
shares
|
$92,208
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
394
shares
|
$91,053
0.0% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
381
shares
|
$88,049
0.02% of portfolio
|
Q2 2024
Added 17.96%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
374
shares
|
$86,431
0.05% of portfolio
|
Q4 2023
Added 285.57%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
372
shares
|
$85,969
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
358
shares
|
$82,733
0.0% of portfolio
|
Q3 2019
Reduced 17.89%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
355
shares
|
$82,040
0.02% of portfolio
|
Q4 2024
Reduced 10.58%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
343
shares
|
$79,267
2.32% of portfolio
|
Q3 2024
Reduced 98.98%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
334
shares
|
$77,187
0.05% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
334
shares
|
$77,187
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
331
shares
|
$76,494
0.01% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
328
shares
|
$75,800
0.01% of portfolio
|
Q1 2024
Added 10.44%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
327
shares
|
$75,569
0.01% of portfolio
|
Q1 2024
Reduced 3.25%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
316
shares
|
$73,027
0.0% of portfolio
|
Q4 2024
Reduced 12.22%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
308
shares
|
$71,178
0.04% of portfolio
|
Q2 2021
Added 0.65%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
303
shares
|
$70,023
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
302
shares
|
$69,792
0.0% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
300
shares
|
$69,330
0.03% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
298
shares
|
$68,867
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
290
shares
|
$67,019
0.03% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
289
shares
|
$66,787
0.01% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
288
shares
|
$66,556
0.03% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
286
shares
|
$66,094
0.01% of portfolio
|
Q1 2024
Reduced 3.05%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
285
shares
|
$65,863
0.02% of portfolio
|
Q3 2024
Added 18.75%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
284
shares
|
$65,632
0.01% of portfolio
|
Q2 2024
Reduced 82.25%
|