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 |
|---|---|---|---|---|---|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
241
shares
|
$54,960
0.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
240
shares
|
$54,732
0.02% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
239
shares
|
$54,503
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
234
shares
|
$53,363
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
231
shares
|
$52,679
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
231
shares
|
$52,679
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
221
shares
|
$50,399
0.0% of portfolio
|
Q2 2024
Reduced 6.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
218
shares
|
$49,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
214
shares
|
$48,802
0.01% of portfolio
|
Q2 2024
Reduced 6.14%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
210
shares
|
$47,890
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
206
shares
|
$46,978
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
205
shares
|
$46,750
0.02% of portfolio
|
Q1 2024
Reduced 10.09%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
202
shares
|
$46,066
0.02% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
195
shares
|
$44,469
0.01% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
195
shares
|
$44,469
0.02% of portfolio
|
Q3 2023
Added 9.55%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
194
shares
|
$44,241
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
193
shares
|
$44,013
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
190
shares
|
$43,329
0.0% of portfolio
|
Q4 2024
Reduced 59.31%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
189
shares
|
$43,101
0.02% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
188
shares
|
$42,873
0.01% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
182
shares
|
$41,505
0.01% of portfolio
|
Q4 2024
Reduced 9.45%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
180
shares
|
$41,049
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
179
shares
|
$40,820
0.03% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
178
shares
|
$40,592
0.02% of portfolio
|
Q4 2024
Added 21.09%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
178
shares
|
$40,592
0.03% of portfolio
|
Q3 2024
Reduced 13.17%
|