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 |
|---|---|---|---|---|---|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
262
shares
|
$57,658
0.01% of portfolio
|
Q4 2024
Added 13.42%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
259
shares
|
$56,998
0.02% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
255
shares
|
$56,117
0.03% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
246
shares
|
$54,137
0.0% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
241
shares
|
$53,036
0.01% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
240
shares
|
$52,816
0.02% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
239
shares
|
$52,596
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
235
shares
|
$51,716
0.0% of portfolio
|
Q4 2024
Added 121.7%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
234
shares
|
$51,496
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
231
shares
|
$50,836
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
231
shares
|
$50,836
0.03% of portfolio
|
Q4 2024
Added 29.05%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
222
shares
|
$48,855
0.01% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
221
shares
|
$48,635
0.0% of portfolio
|
Q2 2024
Reduced 6.36%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
216
shares
|
$47,535
0.02% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
207
shares
|
$45,554
0.02% of portfolio
|
Q1 2025
Added 16.29%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
206
shares
|
$45,334
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
202
shares
|
$44,454
0.02% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
195
shares
|
$42,913
0.02% of portfolio
|
Q3 2023
Added 9.55%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
194
shares
|
$42,693
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
193
shares
|
$42,473
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
190
shares
|
$41,813
0.0% of portfolio
|
Q4 2024
Reduced 59.31%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
189
shares
|
$41,593
0.02% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
188
shares
|
$41,373
0.01% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
183
shares
|
$40,272
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
182
shares
|
$40,052
0.01% of portfolio
|
Q4 2024
Reduced 9.45%
|