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 |
|---|---|---|---|---|---|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
2,056
shares
|
$468,870
0.1% of portfolio
|
Q1 2024
Reduced 9.86%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
2,042
shares
|
$465,678
0.03% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
2,037
shares
|
$464,537
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
2,035
shares
|
$464,081
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,034
shares
|
$463,853
0.03% of portfolio
|
Q4 2024
Added 6913.79%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
2,033
shares
|
$463,625
0.05% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
2,031
shares
|
$463,169
0.31% of portfolio
|
Q1 2024
Added 32.66%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,030
shares
|
$462,941
0.01% of portfolio
|
Q3 2024
Reduced 39.08%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
2,028
shares
|
$462,485
0.02% of portfolio
|
Q4 2024
Reduced 14.83%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
2,025
shares
|
$461,801
0.2% of portfolio
|
Q4 2024
Reduced 14.01%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2,014
shares
|
$459,292
0.08% of portfolio
|
Q3 2021
Added 0.75%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
2,000
shares
|
$456,100
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
S&Co Inc
Boston, MA |
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$456,100
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
1,993
shares
|
$454,503
0.0% of portfolio
|
Q4 2024
Added 72.26%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
1,987
shares
|
$453,135
0.06% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
1,985
shares
|
$452,679
0.03% of portfolio
|
Q2 2024
Reduced 13.92%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
1,980
shares
|
$451,539
0.03% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
1,965
shares
|
$448,118
0.05% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
1,964
shares
|
$447,890
0.07% of portfolio
|
Q4 2024
Reduced 21.19%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
1,960
shares
|
$446,978
0.03% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,960
shares
|
$446,978
0.06% of portfolio
|
Q4 2022
Reduced 2.49%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,952
shares
|
$445,153
0.02% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
1,952
shares
|
$445,153
0.12% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
1,942
shares
|
$442,873
0.01% of portfolio
|
Q3 2024
Added 550.72%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
1,941
shares
|
$442,645
0.05% of portfolio
|
Q4 2024
Added 0.21%
|