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 |
|---|---|---|---|---|---|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
6,846
shares
|
$1.53 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
6,804
shares
|
$1.52 Million
0.31% of portfolio
|
Q3 2024
Reduced 37.32%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
6,759
shares
|
$1.51 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
6,703
shares
|
$1.5 Million
0.07% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
6,698
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
6,696
shares
|
$1.49 Million
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
6,674
shares
|
$1.49 Million
0.29% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
6,668
shares
|
$1.49 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
6,598
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2024
Reduced 61.15%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
6,574
shares
|
$1.47 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
6,491
shares
|
$1.45 Million
0.1% of portfolio
|
Q4 2024
Added 91.31%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
6,466
shares
|
$1.44 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.52%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
6,453
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2022
Added 8.67%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
6,452
shares
|
$1.44 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
6,452
shares
|
$1.44 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
6,449
shares
|
$1.44 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
6,435
shares
|
$1.44 Million
0.07% of portfolio
|
Q4 2024
Added 36.13%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
6,422
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
6,403
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2023
Added 20.49%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
6,380
shares
|
$1.42 Million
0.12% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
6,332
shares
|
$1.41 Million
0.18% of portfolio
|
Q4 2022
Reduced 1.71%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
6,308
shares
|
$1.41 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
6,298
shares
|
$1.4 Million
0.65% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
6,282
shares
|
$1.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 39.62%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,269
shares
|
$1.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 23.88%
|