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 |
|---|---|---|---|---|---|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
2,188
shares
|
$498,973
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,184
shares
|
$498,061
0.0% of portfolio
|
Q4 2024
Added 80.65%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
2,183
shares
|
$497,833
0.23% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
2,174
shares
|
$495,780
0.13% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,172
shares
|
$495,324
0.04% of portfolio
|
Q2 2023
Reduced 3.81%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
2,166
shares
|
$493,956
0.03% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
2,144
shares
|
$488,939
0.03% of portfolio
|
Q3 2024
Added 252.05%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
2,142
shares
|
$488,483
0.1% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,117
shares
|
$482,781
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,116
shares
|
$482,553
0.08% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
2,111
shares
|
$481,413
0.03% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
2,100
shares
|
$478,905
0.13% of portfolio
|
Q3 2023
Reduced 4.11%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jan 29, 2025 Q4 2024 |
2,099
shares
|
$478,676
0.25% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
2,098
shares
|
$478,448
0.01% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,095
shares
|
$477,764
0.02% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,093
shares
|
$477,308
0.07% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
2,087
shares
|
$475,940
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,082
shares
|
$474,800
0.02% of portfolio
|
Q4 2024
Reduced 35.92%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,072
shares
|
$472,519
0.0% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
2,070
shares
|
$472,063
0.1% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
2,067
shares
|
$471,379
0.14% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
2,060
shares
|
$469,783
0.07% of portfolio
|
Q2 2024
Reduced 4.14%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
2,059
shares
|
$469,554
0.01% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,059
shares
|
$469,554
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
2,058
shares
|
$469,326
0.04% of portfolio
|
Q3 2024
Reduced 0.24%
|