Fund shareholders of Marsh & McLennan Cos Inc
ISIN US5717481023 · United States · LEI 549300XMP3KDCKJXIU47
- Fund shareholders
- 983
- Of which ETFs
- 258 725 other funds
- Value held
- ≈ 35B $ 34.5B $ · 4.2B SEK · 33.8M €
983 funds hold this company. This table lists the 981 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 20,274,269 | 3.8B $ | 1.76 % | as of Jul 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 15,297,421 | 2.5B $ | 0.11 % | as of Jun 30, 2026 ↗ |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 12,482,888 | 2.1B $ | 0.12 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P 500 ETF iShares Trust | 6,627,181 | 1.1B $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 6,195,335 | 991.1M $ | 0.12 % | as of May 31, 2026 ↗ |
| MFS Value Fund MFS SERIES TRUST I | 4,896,500 | 783.3M $ | 1.53 % | as of May 31, 2026 ↗ |
| VANGUARD DIVIDEND GROWTH FUND VANGUARD SPECIALIZED FUNDS | 4,623,171 | 877M $ | 2.47 % | as of Jul 31, 2026 ↗ |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 4,586,757 | 764.5M $ | 0.30 % | as of Jun 30, 2026 ↗ |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 4,076,630 | 679.5M $ | 1.04 % | as of Jun 30, 2026 ↗ |
| American Funds Fundamental Investors American Funds Fundamental Investors | 3,945,082 | 657.5M $ | 0.36 % | as of Jun 30, 2026 ↗ |
| Investment Co of America Investment Co of America | 3,787,818 | 631.3M $ | 0.34 % | as of Jun 30, 2026 ↗ |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 3,258,686 | 543.1M $ | 1.06 % | as of Jun 30, 2026 ↗ |
| Oakmark Select Fund HARRIS ASSOCIATES INVESTMENT TRUST | 2,821,300 | 470.2M $ | 5.65 % | as of Jun 30, 2026 ↗ |
| American Balanced Fund American Balanced Fund | 2,812,857 | 468.8M $ | 0.16 % | as of Jun 30, 2026 ↗ |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 2,725,977 | 517.1M $ | 0.40 % | as of Jul 31, 2026 ↗ |
| American Mutual Fund American Mutual Fund | 2,695,066 | 511.2M $ | 0.43 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,615,514 | 435.9M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I | 2,506,147 | 400.9M $ | 0.85 % | as of May 31, 2026 ↗ |
| Growth Fund of America Growth Fund of America | 2,290,688 | 366.4M $ | 0.10 % | as of May 31, 2026 ↗ |
| Oakmark Fund HARRIS ASSOCIATES INVESTMENT TRUST | 2,146,000 | 357.7M $ | 1.49 % | as of Jun 30, 2026 ↗ |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,941,727 | 368.3M $ | 0.37 % | as of Jul 31, 2026 ↗ |
| Parnassus Core Equity Fund Parnassus Funds II | 1,727,755 | 288M $ | 1.19 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 1,683,090 | 280.5M $ | 1.18 % | as of Jun 30, 2026 ↗ |
| Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust | 1,677,171 | 318.1M $ | 0.89 % | as of Jul 31, 2026 ↗ |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 1,539,500 | 256.6M $ | 0.27 % | as of Jun 30, 2026 ↗ |
| VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS | 1,496,300 | 283.8M $ | 0.42 % | as of Jul 31, 2026 ↗ |
| ClearBridge Dividend Strategy Fund Legg Mason Partners Investment Trust | 1,398,600 | 233.1M $ | 2.57 % | as of Jun 30, 2026 ↗ |
| Capital Income Builder Capital Income Builder | 1,378,899 | 261.6M $ | 0.20 % | as of Jul 31, 2026 ↗ |
| VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND | 1,348,402 | 224.7M $ | 0.47 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. ROWE PRICE BLUE CHIP GROWTH FUND, INC. | 1,325,110 | 220.9M $ | 0.34 % | as of Jun 30, 2026 ↗ |
| THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC | 1,270,944 | 241.1M $ | 1.28 % | as of Jul 31, 2026 ↗ |
| Equity Income Fund American Century Capital Portfolios, Inc. | 1,252,828 | 208.8M $ | 3.24 % | as of Jun 30, 2026 ↗ |
| Franklin Rising Dividends Fund Franklin Managed Trust | 1,210,000 | 201.7M $ | 0.74 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 1,149,395 | 191.6M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 1,148,121 | 191.4M $ | 1.55 % | as of Jun 30, 2026 ↗ |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 1,138,500 | 189.8M $ | 0.53 % | as of Jun 30, 2026 ↗ |
| iShares MSCI USA Min Vol Factor ETF iShares Trust | 1,130,731 | 214.5M $ | 0.91 % | as of Jul 31, 2026 ↗ |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,115,100 | 211.5M $ | 0.22 % | as of Jul 31, 2026 ↗ |
| Capital World Growth & Income Fund Capital World Growth & Income Fund | 1,098,334 | 175.7M $ | 0.11 % | as of May 31, 2026 ↗ |
| Invesco Main Street Fund AIM Equity Funds (Invesco Equity Funds) | 1,083,427 | 205.5M $ | 1.78 % | as of Jul 31, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 1,077,160 | 179.5M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 1,075,172 | 203.9M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price All-Cap Opportunities Fund, Inc. | 990,333 | 165.1M $ | 1.13 % | as of Jun 30, 2026 ↗ |
| iShares Core Dividend Growth ETF iShares Trust | 958,375 | 181.8M $ | 0.43 % | as of Jul 31, 2026 ↗ |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 953,815 | 159M $ | 0.35 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 915,089 | 146.4M $ | 0.11 % | as of May 31, 2026 ↗ |
| First Trust Capital Strength ETF First Trust Exchange-Traded Fund | 876,193 | 146M $ | 1.91 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 866,033 | 144.3M $ | 0.50 % | as of Jun 30, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 861,852 | 137.9M $ | 0.06 % | as of May 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 843,244 | 140.5M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 814,703 | 154.5M $ | 0.65 % | as of Jul 31, 2026 ↗ |
| Folksam LO Världen Swedbank Robur Fonder AB | 808,699 | 1.3B SEK | 0.95 % | as of Mar 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 792,418 | 126.8M $ | 0.94 % | as of May 31, 2026 ↗ |
| iShares S&P 500 Value ETF iShares Trust | 792,056 | 132M $ | 0.28 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Value Discovery Fund Fidelity Devonshire Trust | 775,500 | 147.1M $ | 0.83 % | as of Jul 31, 2026 ↗ |
| The Jensen Quality Growth Fund Inc The Jensen Quality Growth Fund Inc. | 760,000 | 121.6M $ | 4.10 % | as of May 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 743,393 | 118.9M $ | 0.12 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 739,336 | 118.3M $ | 0.11 % | as of May 31, 2026 ↗ |
| AP7 Aktiefond Sjunde AP-fonden | 720,592 | 1.2B SEK | 0.09 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | 716,318 | 119.4M $ | 0.35 % | as of Jun 30, 2026 ↗ |
| Focused Large Cap Value Fund American Century Capital Portfolios, Inc. | 701,025 | 116.8M $ | 3.98 % | as of Jun 30, 2026 ↗ |
| American Funds Global Insight Fund American Funds Global Insight Fund | 681,339 | 129.2M $ | 0.60 % | as of Jul 31, 2026 ↗ |
| iShares MSCI USA Quality Factor ETF iShares Trust | 675,698 | 128.2M $ | 0.28 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Growth Stock Fund, Inc. T. ROWE PRICE GROWTH STOCK FUND, INC. | 672,315 | 112.1M $ | 0.22 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 652,281 | 108.7M $ | 0.65 % | as of Jun 30, 2026 ↗ |
| Invesco Diversified Dividend Fund AIM Equity Funds (Invesco Equity Funds) | 646,557 | 122.6M $ | 1.16 % | as of Jul 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 623,469 | 103.9M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| ClearBridge Appreciation Fund Legg Mason Partners Investment Trust | 590,326 | 112M $ | 1.15 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 586,130 | 97.7M $ | 0.28 % | as of Jun 30, 2026 ↗ |
| Artisan Global Value Fund Artisan Partners Funds Inc. | 583,198 | 97.2M $ | 2.98 % | as of Jun 30, 2026 ↗ |
| Fidelity Equity-Income Fund Fidelity Devonshire Trust | 573,195 | 108.7M $ | 0.91 % | as of Jul 31, 2026 ↗ |
| ClearBridge Large Cap Growth Fund Legg Mason Partners Investment Trust | 570,277 | 91.2M $ | 0.87 % | as of May 29, 2026 ↗ |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 569,829 | 95M $ | 0.28 % | as of Jun 30, 2026 ↗ |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 562,693 | 93.8M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Nuveen Dividend Growth Fund Nuveen Investment Trust II | 539,745 | 102.4M $ | 1.61 % | as of Jul 31, 2026 ↗ |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 514,806 | 97.7M $ | 0.39 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 513,283 | 82.1M $ | 0.11 % | as of May 31, 2026 ↗ |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 510,064 | 85M $ | 0.28 % | as of Jun 30, 2026 ↗ |
| Mid Cap Value Fund American Century Capital Portfolios, Inc. | 495,792 | 82.6M $ | 1.46 % | as of Jun 30, 2026 ↗ |
| Calvert Equity Fund Calvert Social Investment Fund | 495,184 | 82.5M $ | 2.46 % | as of Jun 30, 2026 ↗ |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 440,075 | 73.3M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P U.S. Value ETF iShares Trust | 414,042 | 69M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 409,465 | 77.7M $ | 0.08 % | as of Jul 31, 2026 ↗ |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 407,044 | 67.8M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 397,365 | 75.4M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC | 371,575 | 70.5M $ | 0.64 % | as of Jul 31, 2026 ↗ |
| Brighthouse/Wellington Core Equity Opportunities Portfolio Brighthouse Funds Trust II | 371,073 | 61.8M $ | 2.23 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 367,613 | 61.3M $ | 0.33 % | as of Jun 30, 2026 ↗ |
| THE HARTFORD EQUITY INCOME FUND HARTFORD MUTUAL FUNDS, INC | 365,102 | 69.3M $ | 1.41 % | as of Jul 31, 2026 ↗ |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 364,000 | 60.7M $ | 0.34 % | as of Jun 30, 2026 ↗ |
| VIP Equity-Income Portfolio Variable Insurance Products Fund | 357,877 | 59.6M $ | 0.83 % | as of Jun 30, 2026 ↗ |
| PSF PGIM Jennison Blend Portfolio Prudential Series Fund | 357,235 | 59.5M $ | 0.70 % | as of Jun 30, 2026 ↗ |
| Capital Group Core Equity ETF Capital Group Core Equity ETF | 339,543 | 54.3M $ | 0.50 % | as of May 31, 2026 ↗ |
| Nuveen Large Cap Value Fund TIAA-CREF Funds | 336,560 | 63.8M $ | 0.97 % | as of Jul 31, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 335,472 | 55.9M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Financials ETF iShares Trust | 325,589 | 61.8M $ | 1.39 % | as of Jul 31, 2026 ↗ |
| ELFUN TRUSTS ELFUN TRUSTS | 310,200 | 51.7M $ | 1.12 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 299,485 | 49.9M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 296,877 | 56.3M $ | 0.12 % | as of Jul 31, 2026 ↗ |
| VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 294,801 | 47.2M $ | 0.37 % | as of May 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| Edmond de Rothschild Fund - Human Capital Edmond de Rothschild Asset Management (Luxembourg) | 2.79 % | as of Mar 31, 2026 ↗ |
| Amundi Dynamique Climat Amundi Asset Management | 0.04 % | as of Sep 30, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II | 7.47 % | as of May 31, 2026 ↗ |
| Oakmark Select Fund HARRIS ASSOCIATES INVESTMENT TRUST | 5.65 % | as of Jun 30, 2026 ↗ |
| Artisan Select Equity Fund Artisan Partners Funds Inc. | 4.83 % | as of Jun 30, 2026 ↗ |
| American Century Focused Large Cap Value ETF American Century ETF Trust | 4.51 % | as of May 31, 2026 ↗ |
| Select Insurance Portfolio Fidelity Select Portfolios | 4.24 % | as of May 31, 2026 ↗ |
| The Jensen Quality Growth Fund Inc The Jensen Quality Growth Fund Inc. | 4.10 % | as of May 31, 2026 ↗ |
| Focused Large Cap Value Fund American Century Capital Portfolios, Inc. | 3.98 % | as of Jun 30, 2026 ↗ |
| Large Company Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 3.97 % | as of Jun 30, 2026 ↗ |
| Brown Advisory - Beutel Goodman Large-Cap Value Fund Brown Advisory Funds | 3.88 % | as of Jun 30, 2026 ↗ |
| Madison Covered Call & Equity Income Fund MADISON FUNDS | 3.64 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 901 | -29 | 200,114,665 | +0.0 % |
| 2026Q2 | 930 | +19 | 200,066,306 | +8.3 % |
| 2026Q1 | 911 | -42 | 184,666,727 | -5.0 % |
| 2025Q4 | 953 | -3 | 194,397,411 | -2.6 % |
| 2025Q3 | 956 | -44 | 199,623,899 | +0.8 % |
| 2025Q2 | 1,000 | +57 | 198,135,979 | +3.6 % |
| 2025Q1 | 943 | -32 | 191,186,551 | -1.4 % |
| 2024Q4 | 975 | +9 | 193,972,756 | -1.8 % |
| 2024Q3 | 966 | -8 | 197,563,185 | -0.2 % |
| 2024Q2 | 974 | +13 | 198,053,179 | +7.0 % |
| 2024Q1 | 961 | -9 | 185,035,316 | -7.0 % |
| 2023Q4 | 970 | 199,047,160 |
Institutional managers
1,513 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 42,061,676 | 7.3B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 22,070,945 | 3.8B $ | as of Mar 31, 2026 |
| Capital World Investors | 17,969,182 | 3.1B $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 17,370,709 | 3B $ | as of Mar 31, 2026 |
| Capital International Investors | 15,713,853 | 2.7B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 13,404,172 | 2.3B $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 11,301,188 | 2B $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 10,976,286 | 1.9M $ | as of Mar 31, 2026 |
| FMR LLC | 10,180,705 | 1.8B $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8,200,309 | 1.4B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 6,473,992 | 1.1B $ | as of Mar 31, 2026 |
| Clearbridge Investments, LLC | 6,423,531 | 1.1B $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 6,093,392 | 1.1B $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 5,488,537 | 951.6M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5,182,517 | 898.9M $ | as of Mar 31, 2026 |
| HARRIS ASSOCIATES L P | 5,169,119 | 896.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 4,965,079 | 861.2M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 4,939,614 | 856.8M $ | as of Mar 31, 2026 |
| Artisan Partners Limited Partnership | 4,875,857 | 845.7M $ | as of Mar 31, 2026 |
| UBS Group AG | 4,721,091 | 818.9M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 4,234,327 | 734.4M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 4,167,487 | 722.9M $ | as of Mar 31, 2026 |
| Ninety One UK Ltd | 4,029,142 | 698.9M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 3,884,778 | 673.8M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 3,704,174 | 642.5M $ | as of Mar 31, 2026 |
Funds holding the debt of Marsh & McLennan Cos Inc
375 funds declare 1,264 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Fund shareholders of Marsh & McLennan Cos Inc". https://titelia.com/en/stocks/marsh-mclennan-cos-inc-US5717481023