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 1,647 institutions that hold shares in the stock, with a total of 409 Million shares, which have been reported (via 13F filing form) to have a value of $90.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
90
shares
|
$19,935
0.0% of portfolio
|
Q3 2024
Added 210.34%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
90
shares
|
$19,935
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
89
shares
|
$19,713
0.0% of portfolio
|
Q4 2022
Added 36.92%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
88
shares
|
$19,492
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
86
shares
|
$19,049
0.01% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
85
shares
|
$18,827
0.0% of portfolio
|
Q4 2021
Reduced 27.97%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
81
shares
|
$17,941
0.0% of portfolio
|
Q2 2024
Reduced 25.69%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
80
shares
|
$17,720
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$17,720
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
80
shares
|
$17,720
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
79
shares
|
$17,498
0.01% of portfolio
|
Q4 2023
Reduced 20.2%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
78
shares
|
$17,277
0.0% of portfolio
|
Q3 2024
Reduced 43.48%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
77
shares
|
$17,055
0.0% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
76
shares
|
$16,834
0.0% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
74
shares
|
$16,391
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
72
shares
|
$15,948
0.0% of portfolio
|
Q3 2024
Added 1340.0%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
71
shares
|
$15,726
0.0% of portfolio
|
Q4 2023
Added 1.43%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
70
shares
|
$15,505
0.01% of portfolio
|
Q2 2024
Added 7.69%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
70
shares
|
$15,505
0.0% of portfolio
|
Q2 2024
Added 14.75%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
68
shares
|
$15,062
0.0% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
65
shares
|
$14,397
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
65
shares
|
$14,397
0.01% of portfolio
|
Q3 2024
Reduced 23.53%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
65
shares
|
$14,397
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
64
shares
|
$14,176
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
64
shares
|
$14,176
0.01% of portfolio
|
Q3 2024
New holding
|