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 |
|---|---|---|---|---|---|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
916
shares
|
$211,687
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
902
shares
|
$208,452
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
885
shares
|
$204,523
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
872
shares
|
$201,519
0.02% of portfolio
|
Q4 2024
Reduced 50.37%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
867
shares
|
$200,363
0.1% of portfolio
|
Q2 2022
Reduced 24.01%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
862
shares
|
$199,208
0.03% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
861
shares
|
$198,977
0.04% of portfolio
|
Q2 2022
Reduced 91.63%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
833
shares
|
$192,506
0.01% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
833
shares
|
$192,506
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
768
shares
|
$177,484
0.04% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
752
shares
|
$173,787
0.01% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
743
shares
|
$171,707
0.03% of portfolio
|
Q4 2024
Added 37.34%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
726
shares
|
$167,778
0.0% of portfolio
|
Q4 2024
Added 422.3%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
723
shares
|
$167,085
0.01% of portfolio
|
Q3 2023
Reduced 0.41%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
712
shares
|
$164,543
0.12% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
695
shares
|
$160,614
0.05% of portfolio
|
Q4 2024
Reduced 20.93%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
660
shares
|
$152,526
0.06% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
658
shares
|
$152,063
0.13% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
644
shares
|
$148,828
0.04% of portfolio
|
Q2 2023
Added 9.34%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
642
shares
|
$148,366
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
617
shares
|
$142,588
0.01% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
606
shares
|
$140,046
0.0% of portfolio
|
Q4 2024
Added 121.17%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
596
shares
|
$137,735
0.0% of portfolio
|
Q4 2024
Added 14.18%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
581
shares
|
$134,269
0.24% of portfolio
|
Q4 2024
Added 40.68%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
559
shares
|
$129,184
0.01% of portfolio
|
Q3 2023
Reduced 3.62%
|