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 |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
1,126
shares
|
$258,766
0.01% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
1,122
shares
|
$257,846
0.22% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
1,120
shares
|
$257,387
0.01% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
1,120
shares
|
$257,387
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
1,116
shares
|
$256,467
0.02% of portfolio
|
Q3 2024
Added 17.47%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Feb 06, 2025 Q4 2024 |
1,114
shares
|
$256,008
0.04% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,114
shares
|
$256,008
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
1,106
shares
|
$254,169
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
1,096
shares
|
$251,871
0.01% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
1,096
shares
|
$251,871
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
1,093
shares
|
$251,182
0.03% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,092
shares
|
$250,952
0.02% of portfolio
|
Q4 2024
Added 12.0%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,088
shares
|
$250,033
0.17% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
1,084
shares
|
$249,114
0.01% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
1,082
shares
|
$248,654
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
1,080
shares
|
$248,194
0.03% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
Ariston Services Group
San Diego, CA |
Feb 06, 2025 Q4 2024 |
1,079
shares
|
$247,964
0.2% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
1,073
shares
|
$246,586
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,068
shares
|
$245,437
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,068
shares
|
$245,437
0.17% of portfolio
|
Q4 2024
Added 17.75%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
1,063
shares
|
$244,288
0.13% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
1,055
shares
|
$242,449
0.04% of portfolio
|
Q2 2024
Reduced 27.89%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
1,054
shares
|
$242,219
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,052
shares
|
$241,760
0.09% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
1,050
shares
|
$241,300
0.0% of portfolio
|
Q4 2024
Added 10.53%
|