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 |
|---|---|---|---|---|---|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
1,046
shares
|
$240,381
0.01% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
1,043
shares
|
$239,691
0.01% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
1,043
shares
|
$239,691
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Terril Brothers, Inc.
|
Feb 05, 2025 Q4 2024 |
1,039
shares
|
$238,772
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,031
shares
|
$236,934
0.01% of portfolio
|
Q1 2024
Reduced 12.85%
|
|
|
Fora Capital, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
1,028
shares
|
$236,244
0.03% of portfolio
|
Q4 2024
Reduced 96.18%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 24, 2025 Q4 2024 |
1,028
shares
|
$236,244
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
1,026
shares
|
$235,785
0.02% of portfolio
|
Q4 2024
Reduced 12.83%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
1,026
shares
|
$235,785
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
1,026
shares
|
$235,785
0.16% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
1,022
shares
|
$234,865
0.02% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,020
shares
|
$234,406
0.01% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
1,020
shares
|
$234,406
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
|
$234,176
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1,018
shares
|
$233,946
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
1,017
shares
|
$233,716
0.05% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
1,016
shares
|
$233,486
0.1% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
1,012
shares
|
$232,567
0.06% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
1,011
shares
|
$232,337
0.04% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
1,010
shares
|
$232,108
0.1% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
1,010
shares
|
$232,108
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Feb 14, 2025 Q4 2024 |
1,006
shares
|
$231,188
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
1,005
shares
|
$230,959
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
1,004
shares
|
$230,729
0.02% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
1,000
shares
|
$229,810
0.03% of portfolio
|
Q4 2024
Reduced 47.86%
|