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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
177
shares
|
$40,364
0.0% of portfolio
|
Q2 2024
Reduced 6.35%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
171
shares
|
$38,996
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
168
shares
|
$38,312
0.01% of portfolio
|
Q2 2024
Added 97.65%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
164
shares
|
$37,400
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
163
shares
|
$37,172
0.01% of portfolio
|
Q3 2024
Reduced 49.69%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
160
shares
|
$36,488
0.0% of portfolio
|
Q4 2024
Reduced 24.17%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
158
shares
|
$36,031
0.01% of portfolio
|
Q4 2022
Reduced 14.59%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
157
shares
|
$35,803
0.01% of portfolio
|
Q2 2024
Added 4.67%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
157
shares
|
$35,803
0.01% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
155
shares
|
$35,347
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
151
shares
|
$34,435
0.01% of portfolio
|
Q4 2024
Added 22.76%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
151
shares
|
$34,435
0.0% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
147
shares
|
$33,523
0.0% of portfolio
|
Q3 2024
Added 13.08%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
142
shares
|
$32,383
0.01% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
140
shares
|
$31,927
0.0% of portfolio
|
Q4 2024
Reduced 92.34%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
139
shares
|
$31,698
0.04% of portfolio
|
Q1 2024
Reduced 20.11%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
138
shares
|
$31,470
0.01% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
138
shares
|
$31,470
0.01% of portfolio
|
Q4 2024
Added 22.12%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
136
shares
|
$31,014
0.01% of portfolio
|
Q3 2022
Reduced 5.56%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
135
shares
|
$30,786
0.02% of portfolio
|
Q4 2022
Reduced 73.16%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
132
shares
|
$30,102
0.01% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
130
shares
|
$29,646
0.01% of portfolio
|
Q3 2024
Added 85.71%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
129
shares
|
$29,418
0.02% of portfolio
|
Q1 2024
Reduced 43.67%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
124
shares
|
$28,278
0.0% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
118
shares
|
$26,909
0.0% of portfolio
|
Q3 2024
Reduced 10.61%
|