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 1,678 institutions that hold shares in the stock, with a total of 410 Million shares, which have been reported (via 13F filing form) to have a value of $93.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
2,368
shares
|
$540,022
0.38% of portfolio
|
Q2 2024
Added 10.76%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,360
shares
|
$538,198
0.08% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,359
shares
|
$537,969
0.24% of portfolio
|
Q1 2022
Added 0.38%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
2,352
shares
|
$536,373
0.21% of portfolio
|
Q2 2024
Reduced 42.11%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
2,349
shares
|
$535,689
0.01% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
2,348
shares
|
$535,461
0.08% of portfolio
|
Q4 2024
Added 20.53%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,346
shares
|
$535,005
0.08% of portfolio
|
Q4 2024
Added 24.13%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
2,337
shares
|
$532,952
0.26% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
2,335
shares
|
$532,496
0.07% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
2,326
shares
|
$530,444
0.02% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
2,321
shares
|
$529,304
0.15% of portfolio
|
Q4 2024
Added 49.36%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
2,314
shares
|
$527,707
0.1% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
2,295
shares
|
$523,374
0.16% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
2,272
shares
|
$518,129
0.09% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
2,254
shares
|
$514,024
0.03% of portfolio
|
Q4 2024
Reduced 45.88%
|
|
|
Lgt Fund Management CO Ltd.
|
Feb 06, 2025 Q4 2024 |
2,240
shares
|
$510,832
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,238
shares
|
$510,375
0.03% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,234
shares
|
$509,463
0.52% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,225
shares
|
$507,411
0.04% of portfolio
|
Q3 2021
Added 18.04%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
2,224
shares
|
$507,183
0.01% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
2,217
shares
|
$505,586
0.01% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
2,202
shares
|
$502,166
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
2,195
shares
|
$500,569
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,194
shares
|
$500,341
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,189
shares
|
$499,201
0.02% of portfolio
|
Q3 2022
Reduced 0.55%
|