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 |
|---|---|---|---|---|---|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
8
shares
|
$1,838
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
6
shares
|
$1,378
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
6
shares
|
$1,378
0.0% of portfolio
|
Q4 2024
Reduced 53.85%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
6
shares
|
$1,378
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
5
shares
|
$1,149
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
5
shares
|
$1,149
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
5
shares
|
$1,149
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
5
shares
|
$1,149
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
5
shares
|
$1,149
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
5
shares
|
$1,149
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
5
shares
|
$1,149
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
4
shares
|
$919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
4
shares
|
$919
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
3
shares
|
$689
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3
shares
|
$689
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
2
shares
|
$459
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
2
shares
|
$459
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Feb 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|