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 1,676 institutions that hold shares in the stock, with a total of 411 Million shares, which have been reported (via 13F filing form) to have a value of $93.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
13,845
shares
|
$3.15 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
13,743
shares
|
$3.13 Million
0.08% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
13,697
shares
|
$3.11 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
13,655
shares
|
$3.11 Million
0.05% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
13,651
shares
|
$3.1 Million
0.44% of portfolio
|
Q4 2024
Reduced 26.33%
|
|
|
Bouvel Investment Partners, LLC
|
Jan 14, 2025 Q4 2024 |
13,626
shares
|
$3.1 Million
1.14% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
13,568
shares
|
$3.09 Million
0.1% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
13,467
shares
|
$3.06 Million
0.15% of portfolio
|
Q4 2024
Added 15.2%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
13,441
shares
|
$3.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.57%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
13,255
shares
|
$3.01 Million
0.05% of portfolio
|
Q4 2024
Reduced 23.15%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
13,013
shares
|
$2.96 Million
0.03% of portfolio
|
Q3 2024
Added 17.21%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
12,895
shares
|
$2.93 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,883
shares
|
$2.93 Million
0.04% of portfolio
|
Q3 2024
Added 49.28%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
12,800
shares
|
$2.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.44%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,784
shares
|
$2.91 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
12,784
shares
|
$2.91 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
12,756
shares
|
$2.9 Million
0.16% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
12,712
shares
|
$2.89 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
12,670
shares
|
$2.88 Million
0.01% of portfolio
|
Q2 2023
Reduced 76.88%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
12,662
shares
|
$2.88 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
12,654
shares
|
$2.88 Million
0.11% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
12,604
shares
|
$2.87 Million
0.06% of portfolio
|
Q3 2024
Reduced 96.86%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
12,549
shares
|
$2.85 Million
0.28% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Sciencast Management LP
|
Nov 13, 2024 Q3 2024 |
12,526
shares
|
$2.85 Million
0.87% of portfolio
|
Q3 2024
Added 11.12%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
12,405
shares
|
$2.82 Million
0.28% of portfolio
|
Q4 2024
Reduced 5.04%
|