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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
88
shares
|
$20,336
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
85
shares
|
$19,643
0.0% of portfolio
|
Q4 2021
Reduced 27.97%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
81
shares
|
$18,719
0.0% of portfolio
|
Q2 2024
Reduced 25.69%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
80
shares
|
$18,488
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
80
shares
|
$18,488
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
80
shares
|
$18,488
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
80
shares
|
$18,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
78
shares
|
$18,025
0.0% of portfolio
|
Q4 2024
Added 56.0%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
76
shares
|
$17,563
0.0% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
72
shares
|
$16,639
0.0% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
72
shares
|
$16,639
0.0% of portfolio
|
Q3 2024
Added 1340.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
70
shares
|
$16,177
0.0% of portfolio
|
Q2 2024
Added 14.75%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
68
shares
|
$15,714
0.01% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
67
shares
|
$15,483
0.01% of portfolio
|
Q4 2024
Reduced 36.19%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
66
shares
|
$15,252
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
65
shares
|
$15,021
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
65
shares
|
$15,021
0.01% of portfolio
|
Q3 2024
Reduced 23.53%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
61
shares
|
$14,097
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
61
shares
|
$14,097
0.01% of portfolio
|
Q2 2024
Reduced 39.6%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
61
shares
|
$14,097
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
58
shares
|
$13,403
0.01% of portfolio
|
Q4 2023
Added 20.83%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
58
shares
|
$13,403
0.0% of portfolio
|
Q4 2024
Reduced 79.36%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
57
shares
|
$13,172
0.0% of portfolio
|
Q3 2024
Added 185.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
55
shares
|
$12,710
0.0% of portfolio
|
Q1 2024
Reduced 6.78%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
52
shares
|
$12,017
0.0% of portfolio
|
Q4 2024
Added 4.0%
|