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 1,664 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 $89.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
12,375
shares
|
$2.71 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
12,265
shares
|
$2.69 Million
0.31% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
12,211
shares
|
$2.68 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 07, 2024 Q3 2024 |
12,055
shares
|
$2.64 Million
0.43% of portfolio
|
Q1 2024
Added 19.89%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
11,903
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
11,745
shares
|
$2.58 Million
1.07% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
11,690
shares
|
$2.56 Million
0.15% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
11,655
shares
|
$2.56 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
11,575
shares
|
$2.54 Million
0.33% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
11,514
shares
|
$2.52 Million
0.06% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
11,405
shares
|
$2.5 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Tcw Group Inc
|
Feb 03, 2025 Q4 2024 |
11,366
shares
|
$2.49 Million
0.02% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
11,314
shares
|
$2.48 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
11,302
shares
|
$2.48 Million
0.06% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
11,164
shares
|
$2.45 Million
0.04% of portfolio
|
Q4 2024
Reduced 19.9%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
11,116
shares
|
$2.44 Million
0.02% of portfolio
|
Q3 2024
Added 197.54%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
10,999
shares
|
$2.41 Million
0.04% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
10,837
shares
|
$2.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
10,760
shares
|
$2.36 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
10,754
shares
|
$2.36 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Northcape Capital Pty LTD
|
Jan 07, 2025 Q4 2024 |
10,648
shares
|
$2.33 Million
0.36% of portfolio
|
Q4 2024
Added 15.73%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
10,598
shares
|
$2.32 Million
0.06% of portfolio
|
Q4 2024
Added 12.55%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
10,580
shares
|
$2.32 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
10,545
shares
|
$2.31 Million
0.49% of portfolio
|
Q1 2023
Reduced 1.25%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
10,522
shares
|
$2.31 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.28%
|