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 |
|---|---|---|---|---|---|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
1,252
shares
|
$285,518
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
1,248
shares
|
$284,606
0.02% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
1,233
shares
|
$281,185
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
1,230
shares
|
$280,501
0.07% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,229
shares
|
$280,273
0.04% of portfolio
|
Q4 2024
Added 10.03%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,219
shares
|
$277,992
0.03% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
1,218
shares
|
$277,764
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
1,216
shares
|
$277,308
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
1,215
shares
|
$277,080
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
1,214
shares
|
$276,852
0.19% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
1,213
shares
|
$276,624
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
1,210
shares
|
$275,940
0.01% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,209
shares
|
$275,712
0.01% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,207
shares
|
$275,256
0.02% of portfolio
|
Q4 2023
Added 0.92%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
1,206
shares
|
$275,028
0.07% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
1,203
shares
|
$274,344
0.0% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,200
shares
|
$273,660
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
1,200
shares
|
$273,660
0.08% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
1,200
shares
|
$273,660
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
1,200
shares
|
$273,660
0.15% of portfolio
|
Q2 2023
Reduced 33.33%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
1,197
shares
|
$272,975
0.01% of portfolio
|
Q3 2024
Reduced 62.48%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
1,189
shares
|
$271,151
0.16% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,185
shares
|
$270,239
0.07% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
1,182
shares
|
$269,555
0.08% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,181
shares
|
$269,327
0.07% of portfolio
|
Q1 2023
Added 1.11%
|