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 |
|---|---|---|---|---|---|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
1,000
shares
|
$229,810
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
1,000
shares
|
$229,810
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
996
shares
|
$228,890
0.03% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
995
shares
|
$228,660
0.05% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
994
shares
|
$228,431
0.02% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
993
shares
|
$228,201
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
993
shares
|
$228,201
0.03% of portfolio
|
Q4 2024
Reduced 42.4%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
992
shares
|
$227,971
0.04% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
988
shares
|
$227,052
0.04% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
980
shares
|
$225,213
0.04% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
976
shares
|
$224,294
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
973
shares
|
$223,605
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
968
shares
|
$222,456
0.2% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
962
shares
|
$221,077
0.02% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
958
shares
|
$220,157
0.09% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
951
shares
|
$218,549
0.02% of portfolio
|
Q2 2024
Reduced 14.17%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
949
shares
|
$218,089
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Riverwater Partners LLC
|
Feb 12, 2025 Q4 2024 |
946
shares
|
$217,400
0.11% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
916
shares
|
$210,505
0.02% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
916
shares
|
$210,505
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
885
shares
|
$203,381
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
872
shares
|
$200,394
0.02% of portfolio
|
Q4 2024
Reduced 50.37%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
867
shares
|
$199,245
0.1% of portfolio
|
Q2 2022
Reduced 24.01%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
862
shares
|
$198,096
0.03% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
861
shares
|
$197,866
0.04% of portfolio
|
Q2 2022
Reduced 91.63%
|