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 |
|---|---|---|---|---|---|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
4,267
shares
|
$970,315
0.18% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
4,253
shares
|
$967,132
0.1% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
4,196
shares
|
$954,170
0.06% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
4,194
shares
|
$953,715
0.37% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,136
shares
|
$940,526
0.03% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,133
shares
|
$939,844
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,083
shares
|
$928,474
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,062
shares
|
$923,698
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,044
shares
|
$919,605
0.05% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
4,028
shares
|
$915,967
0.05% of portfolio
|
Q3 2022
Reduced 1.3%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
4,023
shares
|
$914,830
0.68% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
4,023
shares
|
$914,830
0.17% of portfolio
|
Q3 2024
Added 1634.05%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
4,022
shares
|
$914,602
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
4,015
shares
|
$913,011
0.26% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$909,600
0.2% of portfolio
|
Q3 2024
Reduced 65.22%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
3,965
shares
|
$901,641
0.07% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
3,965
shares
|
$901,641
0.09% of portfolio
|
Q4 2024
Reduced 12.14%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,956
shares
|
$899,594
0.22% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
3,956
shares
|
$899,594
0.03% of portfolio
|
Q4 2024
Added 24.05%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
3,949
shares
|
$898,002
0.12% of portfolio
|
Q3 2024
Added 15.67%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,927
shares
|
$892,999
0.05% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,923
shares
|
$892,090
0.01% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
3,901
shares
|
$887,087
0.05% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,897
shares
|
$886,177
0.0% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
3,870
shares
|
$880,038
1.37% of portfolio
|
Q1 2023
New holding
|