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 |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,509
shares
|
$2.3 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
10,500
shares
|
$2.3 Million
0.99% of portfolio
|
Q4 2023
Reduced 12.5%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 21, 2024 Q3 2024 |
10,499
shares
|
$2.3 Million
0.41% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
10,479
shares
|
$2.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
10,420
shares
|
$2.29 Million
0.03% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
10,339
shares
|
$2.27 Million
0.04% of portfolio
|
Q4 2024
Added 19.66%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
10,296
shares
|
$2.26 Million
0.06% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
10,287
shares
|
$2.26 Million
0.22% of portfolio
|
Q3 2022
Reduced 17.81%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
10,281
shares
|
$2.25 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,249
shares
|
$2.25 Million
0.03% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
10,213
shares
|
$2.24 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
10,189
shares
|
$2.23 Million
0.2% of portfolio
|
Q2 2024
Reduced 3.76%
|
|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
10,153
shares
|
$2.23 Million
8.62% of portfolio
|
Q3 2023
Reduced 63.15%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
10,130
shares
|
$2.22 Million
0.03% of portfolio
|
Q3 2024
Added 53.6%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
10,126
shares
|
$2.22 Million
0.11% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
10,000
shares
|
$2.19 Million
0.56% of portfolio
|
Q4 2024
Added 42.86%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
10,000
shares
|
$2.19 Million
0.08% of portfolio
|
Q3 2019
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
9,990
shares
|
$2.19 Million
1.27% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
9,967
shares
|
$2.19 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
9,955
shares
|
$2.18 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
9,910
shares
|
$2.17 Million
0.13% of portfolio
|
Q4 2024
Added 36.73%
|
|
|
Value Partners Investments Inc.
|
Oct 07, 2024 Q3 2024 |
9,875
shares
|
$2.17 Million
0.18% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
9,781
shares
|
$2.14 Million
0.04% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,779
shares
|
$2.14 Million
0.11% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,770
shares
|
$2.14 Million
0.3% of portfolio
|
Q3 2024
Added 16.61%
|