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 |
|---|---|---|---|---|---|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
2,873
shares
|
$653,320
0.1% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
2,860
shares
|
$650,364
0.39% of portfolio
|
Q4 2022
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
2,840
shares
|
$645,816
0.44% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
2,813
shares
|
$639,676
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
James Hambro & Partners
|
Jan 22, 2025 Q4 2024 |
2,811
shares
|
$639,221
0.02% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Requisite Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,809
shares
|
$638,766
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,808
shares
|
$638,539
0.04% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
2,808
shares
|
$638,539
0.07% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,805
shares
|
$637,857
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
2,805
shares
|
$637,857
0.36% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
2,800
shares
|
$636,720
0.03% of portfolio
|
Q4 2023
Reduced 4.34%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,799
shares
|
$636,492
0.05% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,787
shares
|
$633,763
0.23% of portfolio
|
Q4 2024
Added 13.52%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
2,748
shares
|
$624,895
0.23% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
2,740
shares
|
$623,076
0.2% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
2,714
shares
|
$617,163
0.04% of portfolio
|
Q4 2024
Added 3379.49%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
2,710
shares
|
$616,254
0.24% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
2,708
shares
|
$615,799
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
2,676
shares
|
$608,522
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
2,664
shares
|
$605,793
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
2,659
shares
|
$604,656
0.09% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
2,655
shares
|
$603,747
0.01% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,654
shares
|
$603,519
0.03% of portfolio
|
Q4 2022
Added 0.23%
|
|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
2,651
shares
|
$602,837
0.29% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,646
shares
|
$601,700
0.02% of portfolio
|
Q3 2024
Reduced 16.95%
|