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 1,691 institutions that hold shares in the stock, with a total of 419 Million shares, which have been reported (via 13F filing form) to have a value of $96.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,068
shares
|
$246,814
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,068
shares
|
$246,814
0.17% of portfolio
|
Q4 2024
Added 17.75%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
1,063
shares
|
$245,659
0.13% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
1,060
shares
|
$244,966
0.03% of portfolio
|
Q3 2024
Reduced 20.42%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
1,055
shares
|
$243,810
0.04% of portfolio
|
Q2 2024
Reduced 27.89%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
1,054
shares
|
$243,579
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,052
shares
|
$243,117
0.09% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
1,050
shares
|
$242,655
0.0% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
1,043
shares
|
$241,037
0.01% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
1,043
shares
|
$241,037
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
1,039
shares
|
$240,112
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Terril Brothers, Inc.
|
Feb 05, 2025 Q4 2024 |
1,039
shares
|
$240,112
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,031
shares
|
$238,264
0.01% of portfolio
|
Q1 2024
Reduced 12.85%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 24, 2025 Q4 2024 |
1,028
shares
|
$237,570
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
1,026
shares
|
$237,108
0.02% of portfolio
|
Q4 2024
Reduced 12.83%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
1,026
shares
|
$237,108
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
1,026
shares
|
$237,108
0.16% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
1,024
shares
|
$236,646
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
1,022
shares
|
$236,184
0.02% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,020
shares
|
$235,722
0.01% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
1,020
shares
|
$235,722
0.06% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
1,019
shares
|
$235,490
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1,018
shares
|
$235,259
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
1,017
shares
|
$235,028
0.05% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
1,016
shares
|
$234,797
0.1% of portfolio
|
Q4 2024
Reduced 0.88%
|