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 |
|---|---|---|---|---|---|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
1,579
shares
|
$360,090
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,577
shares
|
$359,634
0.01% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
1,570
shares
|
$358,038
0.01% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
1,562
shares
|
$356,214
2.36% of portfolio
|
Q3 2022
Reduced 13.94%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,560
shares
|
$355,758
0.01% of portfolio
|
Q4 2024
Reduced 40.59%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
1,554
shares
|
$354,389
0.07% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
1,553
shares
|
$354,161
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
1,541
shares
|
$351,425
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
1,535
shares
|
$350,056
0.02% of portfolio
|
Q3 2024
Added 15.67%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,533
shares
|
$349,600
0.12% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,532
shares
|
$349,372
0.08% of portfolio
|
Q3 2024
Reduced 42.38%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
1,531
shares
|
$349,144
0.03% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
1,517
shares
|
$345,951
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
1,515
shares
|
$345,495
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
1,514
shares
|
$345,267
0.01% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
1,506
shares
|
$343,443
0.0% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,502
shares
|
$342,531
0.02% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
1,500
shares
|
$342,075
0.02% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
1,498
shares
|
$341,618
0.08% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
1,497
shares
|
$341,390
0.16% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
1,495
shares
|
$340,934
0.01% of portfolio
|
Q4 2024
Added 38.43%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
1,484
shares
|
$338,426
0.03% of portfolio
|
Q3 2024
Reduced 20.77%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,479
shares
|
$337,285
0.15% of portfolio
|
Q1 2023
Added 4.97%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
1,479
shares
|
$337,285
0.06% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,477
shares
|
$336,829
0.13% of portfolio
|
Q4 2023
Added 1.16%
|