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 |
|---|---|---|---|---|---|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
7,935
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 86.23%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
7,933
shares
|
$1.8 Million
0.05% of portfolio
|
Q4 2024
Added 15.14%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,880
shares
|
$1.79 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
7,867
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Pdt Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,850
shares
|
$1.79 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
7,774
shares
|
$1.77 Million
0.07% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
7,749
shares
|
$1.76 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
7,733
shares
|
$1.76 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
7,728
shares
|
$1.76 Million
0.42% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
7,710
shares
|
$1.75 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
7,634
shares
|
$1.74 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
7,595
shares
|
$1.73 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
7,583
shares
|
$1.72 Million
0.34% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
7,570
shares
|
$1.72 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
7,561
shares
|
$1.72 Million
0.28% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
7,483
shares
|
$1.7 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
7,435
shares
|
$1.69 Million
0.08% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7,432
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Added 150.74%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
7,354
shares
|
$1.67 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
7,329
shares
|
$1.67 Million
0.11% of portfolio
|
Q4 2024
Reduced 26.81%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,244
shares
|
$1.65 Million
0.12% of portfolio
|
Q3 2023
Reduced 11.93%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
7,182
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
7,166
shares
|
$1.63 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
7,144
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2024
Reduced 38.51%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
7,137
shares
|
$1.62 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.47%
|