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 |
|---|---|---|---|---|---|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
382
shares
|
$84,066
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
381
shares
|
$83,846
0.02% of portfolio
|
Q2 2024
Added 17.96%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
374
shares
|
$82,306
0.05% of portfolio
|
Q4 2023
Added 285.57%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
372
shares
|
$81,866
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
358
shares
|
$78,785
0.0% of portfolio
|
Q3 2019
Reduced 17.89%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
355
shares
|
$78,124
0.02% of portfolio
|
Q4 2024
Reduced 10.58%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
343
shares
|
$75,484
2.32% of portfolio
|
Q3 2024
Reduced 98.98%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
334
shares
|
$73,503
0.05% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
334
shares
|
$73,503
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
328
shares
|
$72,182
0.01% of portfolio
|
Q1 2024
Added 10.44%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
327
shares
|
$71,962
0.01% of portfolio
|
Q1 2024
Reduced 3.25%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
316
shares
|
$69,542
0.0% of portfolio
|
Q4 2024
Reduced 12.22%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
315
shares
|
$69,322
0.03% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
308
shares
|
$67,781
0.04% of portfolio
|
Q2 2021
Added 0.65%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
306
shares
|
$67,341
0.0% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
303
shares
|
$66,681
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Chelsea Counsel CO
|
Feb 27, 2025 Q4 2024 |
300
shares
|
$66,021
0.03% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 04, 2025 Q1 2025 |
298
shares
|
$65,580
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
289
shares
|
$63,600
0.01% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
288
shares
|
$63,380
0.02% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
284
shares
|
$62,499
0.01% of portfolio
|
Q2 2024
Reduced 82.25%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
282
shares
|
$62,059
0.01% of portfolio
|
Q2 2023
Added 86.75%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
277
shares
|
$60,959
0.03% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Feb 14, 2025 Q4 2024 |
266
shares
|
$58,538
0.05% of portfolio
|
Q2 2024
Reduced 34.16%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
264
shares
|
$58,098
0.01% of portfolio
|
Q4 2024
New holding
|