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 1,745 institutions that hold shares in the stock, with a total of 416 Million shares, which have been reported (via 13F filing form) to have a value of $91.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
968
shares
|
$213,027
0.2% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
962
shares
|
$211,707
0.02% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
962
shares
|
$211,707
0.1% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Stance Capital LLC
Boston, MA |
Apr 14, 2025 Q4 2024 |
956
shares
|
$210,386
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
951
shares
|
$209,286
0.02% of portfolio
|
Q2 2024
Reduced 14.17%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
949
shares
|
$208,846
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Riverwater Partners LLC
|
Feb 12, 2025 Q4 2024 |
946
shares
|
$208,186
0.11% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
944
shares
|
$207,746
0.02% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
928
shares
|
$204,224
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
919
shares
|
$202,244
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
916
shares
|
$201,584
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
915
shares
|
$201,364
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
914
shares
|
$201,143
0.01% of portfolio
|
Q1 2025
Reduced 36.66%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
913
shares
|
$200,923
0.03% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
892
shares
|
$196,302
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
885
shares
|
$194,761
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
867
shares
|
$190,800
0.1% of portfolio
|
Q2 2022
Reduced 24.01%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
866
shares
|
$190,580
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
861
shares
|
$189,480
0.04% of portfolio
|
Q2 2022
Reduced 91.63%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
861
shares
|
$189,480
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Trust CO Na
|
Apr 14, 2025 Q1 2025 |
851
shares
|
$187,279
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
847
shares
|
$186,399
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
841
shares
|
$185,078
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
833
shares
|
$183,318
0.01% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
833
shares
|
$183,318
0.1% of portfolio
|
Q4 2024
New holding
|