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 |
|---|---|---|---|---|---|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
1,116
shares
|
$254,503
0.02% of portfolio
|
Q3 2024
Added 17.47%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Feb 06, 2025 Q4 2024 |
1,114
shares
|
$254,047
0.04% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,114
shares
|
$254,047
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,100
shares
|
$250,855
0.01% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
1,096
shares
|
$249,942
0.01% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Jan 13, 2025 Q3 2024 |
1,096
shares
|
$249,942
0.0% of portfolio
|
Q3 2024
Reduced 84.63%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
1,093
shares
|
$249,258
0.03% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,092
shares
|
$249,030
0.02% of portfolio
|
Q4 2024
Added 12.0%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,088
shares
|
$248,118
0.17% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
1,082
shares
|
$246,750
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
1,080
shares
|
$246,294
0.03% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
Ariston Services Group
San Diego, CA |
Feb 06, 2025 Q4 2024 |
1,079
shares
|
$246,065
0.2% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
1,073
shares
|
$244,697
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,068
shares
|
$243,557
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,068
shares
|
$243,557
0.17% of portfolio
|
Q4 2024
Added 17.75%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
1,063
shares
|
$242,417
0.13% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
1,060
shares
|
$241,733
0.03% of portfolio
|
Q3 2024
Reduced 20.42%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
1,055
shares
|
$240,592
0.04% of portfolio
|
Q2 2024
Reduced 27.89%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
1,054
shares
|
$240,364
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,052
shares
|
$239,908
0.09% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
1,050
shares
|
$239,452
0.0% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
1,043
shares
|
$237,856
0.01% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
1,043
shares
|
$237,856
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
1,039
shares
|
$236,943
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Terril Brothers, Inc.
|
Feb 05, 2025 Q4 2024 |
1,039
shares
|
$236,943
0.07% of portfolio
|
Q4 2024
New holding
|