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 1,715 institutions that hold shares in the stock, with a total of 423 Million shares, which have been reported (via 13F filing form) to have a value of $97.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
1,425
shares
|
$327,479
0.08% of portfolio
|
Q1 2023
Reduced 9.52%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
1,424
shares
|
$327,249
0.01% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
1,422
shares
|
$326,789
0.05% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,420
shares
|
$326,330
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
1,418
shares
|
$325,870
0.24% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
1,417
shares
|
$325,640
0.08% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
1,417
shares
|
$325,640
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
1,412
shares
|
$324,491
0.0% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
1,409
shares
|
$323,802
0.05% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
1,403
shares
|
$322,423
0.02% of portfolio
|
Q3 2024
Added 31.37%
|
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
1,400
shares
|
$321,734
0.0% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
1,399
shares
|
$321,504
0.14% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
1,399
shares
|
$321,504
0.15% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,392
shares
|
$319,895
0.17% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
1,390
shares
|
$319,435
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
1,381
shares
|
$317,367
0.02% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
1,380
shares
|
$317,137
0.05% of portfolio
|
Q4 2024
Added 20.1%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,380
shares
|
$317,137
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
1,377
shares
|
$316,448
0.03% of portfolio
|
Q4 2024
Reduced 18.57%
|
|
|
Mairs & Power Inc
St Paul, MN |
Feb 14, 2025 Q4 2024 |
1,374
shares
|
$315,758
0.0% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
1,371
shares
|
$315,069
0.01% of portfolio
|
Q4 2024
Reduced 36.05%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
1,370
shares
|
$314,839
0.01% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,368
shares
|
$314,380
0.04% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
1,367
shares
|
$314,150
0.11% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
1,360
shares
|
$312,541
0.03% of portfolio
|
Q4 2024
Reduced 0.15%
|