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 1,688 institutions that hold shares in the stock, with a total of 417 Million shares, which have been reported (via 13F filing form) to have a value of $95.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
3,233
shares
|
$747,146
0.05% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
3,225
shares
|
$745,297
0.04% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
3,202
shares
|
$739,982
0.17% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
3,200
shares
|
$739,520
0.13% of portfolio
|
Q1 2022
Reduced 23.81%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Feb 12, 2025 Q4 2024 |
3,200
shares
|
$739,520
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
3,190
shares
|
$737,209
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
3,190
shares
|
$737,209
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
3,156
shares
|
$729,351
0.24% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,151
shares
|
$728,196
0.46% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Gateway Investment Advisers LLC
|
Jan 14, 2025 Q4 2024 |
3,121
shares
|
$721,263
0.01% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,117
shares
|
$720,338
0.12% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
3,100
shares
|
$716,410
0.01% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
3,100
shares
|
$716,410
0.01% of portfolio
|
Q4 2024
Added 39.83%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
3,098
shares
|
$715,947
0.03% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
3,097
shares
|
$715,716
0.2% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,093
shares
|
$714,792
0.1% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
3,092
shares
|
$714,561
0.02% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
3,067
shares
|
$708,783
0.02% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,064
shares
|
$708,090
0.01% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
3,057
shares
|
$706,472
0.01% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
3,049
shares
|
$704,623
0.08% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,045
shares
|
$703,699
0.01% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
3,040
shares
|
$702,544
0.06% of portfolio
|
Q4 2024
Added 101.19%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,034
shares
|
$701,157
0.11% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
3,030
shares
|
$700,233
0.07% of portfolio
|
Q2 2024
Added 23.93%
|