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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
535
shares
|
$117,737
0.01% of portfolio
|
Q3 2022
Reduced 1.47%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
517
shares
|
$113,776
0.01% of portfolio
|
Q3 2024
Added 487.5%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
512
shares
|
$112,675
0.05% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
502
shares
|
$110,475
0.01% of portfolio
|
Q3 2024
Reduced 18.77%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
491
shares
|
$108,054
0.02% of portfolio
|
Q4 2024
Added 23.37%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
477
shares
|
$104,973
0.04% of portfolio
|
Q4 2024
Added 137.31%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
468
shares
|
$102,992
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
464
shares
|
$102,112
0.0% of portfolio
|
Q4 2024
Added 15.14%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
461
shares
|
$101,452
0.07% of portfolio
|
Q4 2024
Added 67.64%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
458
shares
|
$100,792
0.04% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
458
shares
|
$100,792
0.06% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
455
shares
|
$100,131
0.01% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
453
shares
|
$99,691
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
450
shares
|
$99,031
0.07% of portfolio
|
Q4 2020
Added 28.57%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
449
shares
|
$98,811
0.03% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
437
shares
|
$96,170
0.01% of portfolio
|
Q1 2025
Added 32.02%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
435
shares
|
$95,730
0.07% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
430
shares
|
$94,630
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
429
shares
|
$94,410
0.0% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
426
shares
|
$93,749
0.04% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
414
shares
|
$91,108
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
410
shares
|
$90,228
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
409
shares
|
$90,008
0.03% of portfolio
|
Q4 2024
Added 41.03%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
401
shares
|
$88,248
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
394
shares
|
$86,707
0.0% of portfolio
|
Q4 2024
Added 1.55%
|