Fund shareholders of Marsh & McLennan Cos Inc
ISIN US5717481023 · United States · LEI 549300XMP3KDCKJXIU47
- Fund shareholders
- 1,012
- Of which ETFs
- 254 758 other funds
- Value held
- 34.8B $ 4.2B SEK · 33.8M €
1,012 funds hold this company. This table lists the 1,010 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. They are not in the table.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS | 522 | 87.5K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 517 | 86.7K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| LoCorr Strategic Allocation Fund LoCorr Investment Trust | 505 | 87.6K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Fidelity Advisor Multi-Asset Income Fund Fidelity School Street Trust | 504 | 87.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 503 | 87.2K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| AAM Brentview Dividend Growth ETF ETF Series Solutions | 494 | 82.8K $ | 1.32 % | as of Apr 30, 2026 ↗ |
| Franklin Dividend Growth ETF Franklin Templeton ETF Trust | 485 | 84.1K $ | 1.71 % | as of Mar 31, 2026 ↗ |
| SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust | 479 | 83.1K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Allspring LT Large Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST | 479 | 80.3K $ | 1.08 % | as of Apr 30, 2026 ↗ |
| iShares ESG Optimized MSCI USA Min Vol Factor ETF iShares Trust | 470 | 78.8K $ | 1.08 % | as of Apr 30, 2026 ↗ |
| Tax-Aware Overlay B Portfolio BERNSTEIN SANFORD C FUND INC | 467 | 81K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| JPMorgan Dividend Leaders ETF J.P. Morgan Exchange-Traded Fund Trust | 464 | 77.8K $ | 0.69 % | as of Apr 30, 2026 ↗ |
| Financial Services Fund Rydex Variable Trust | 458 | 79.4K $ | 0.95 % | as of Mar 31, 2026 ↗ |
| Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I | 448 | 77.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SEB Global Exposure SEB Funds AB | 442 | 730.3K SEK | 0.11 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 425 | 73.7K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra S&P 500 Equal Weight ProShares Trust | 419 | 78.2K $ | 0.14 % | as of Feb 28, 2026 ↗ |
| SPP Generation 40-tal Storebrand Asset Management AS | 415 | 685.7K SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Financial Services Fund Rydex Series Funds | 404 | 70.1K $ | 0.95 % | as of Mar 31, 2026 ↗ |
| Fidelity Capital Appreciation Fund Fidelity Capital Trust | 400 | 67.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS | 398 | 66.7K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust | 373 | 62.6K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust | 361 | 62.6K $ | 0.23 % | as of Mar 31, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 359 | 62.3K $ | 0.43 % | as of Mar 31, 2026 ↗ |
| FT Vest Growth Strength & Target Income ETF First Trust Exchange-Traded Fund IV | 346 | 58K $ | 1.94 % | as of Apr 30, 2026 ↗ |
| ProShares S&P 500 Ex-Health Care ETF ProShares Trust | 330 | 61.6K $ | 0.17 % | as of Feb 28, 2026 ↗ |
| Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST | 330 | 57.2K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| FINANCIALS ULTRASECTOR PROFUND ProFunds | 330 | 55.3K $ | 0.84 % | as of Apr 30, 2026 ↗ |
| Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust | 328 | 56.9K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| MFS Intrinsic Equity Fund MFS Series Trust VII | 326 | 54.7K $ | 1.17 % | as of Apr 30, 2026 ↗ |
| BULL PROFUND ProFunds | 311 | 52.2K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| PROFUND VP LARGE CAP VALUE ProFunds | 307 | 53.2K $ | 0.33 % | as of Mar 31, 2026 ↗ |
| PROFUND VP BULL ProFunds | 291 | 50.5K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 288 | 48.3K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| iShares Enhanced Large Cap Core Active ETF BlackRock ETF Trust | 272 | 45.6K $ | 0.50 % | as of Apr 30, 2026 ↗ |
| Stratified LargeCap Index ETF Exchange Listed Funds Trust | 259 | 44.9K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Allspring Managed Account CoreBuilder Shares Series EPI ALLSPRING FUNDS TRUST | 254 | 44.1K $ | 1.22 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust | 254 | 42.6K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| iShares S&P 500 3% Capped ETF iShares Trust | 247 | 42.8K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust | 245 | 42.5K $ | 0.16 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Hedged Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 244 | 42.3K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 225 | 39K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 214 | 37.1K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Abraham Fortress Fund INVESTMENT MANAGERS SERIES TRUST II | 206 | 35.7K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust | 200 | 34.7K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. | 198 | 34.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 187 | 32.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Nova Fund Rydex Variable Trust | 175 | 30.4K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Invesco MSCI World SRI Index Fund AIM International Mutual Funds (Invesco International Mutual Funds) | 165 | 31.1K $ | 0.47 % | as of Jan 31, 2026 ↗ |
| SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST | 163 | 27.3K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Invesco Diversified Dividend Opportunities ETF Invesco Actively Managed Exchange-Traded Fund Trust | 144 | 24.2K $ | 0.92 % | as of Apr 30, 2026 ↗ |
| WisdomTree 500 Digital Fund WisdomTree Digital Trust | 141 | 24.5K $ | 0.16 % | as of Mar 31, 2026 ↗ |
| Fulcrum Diversified Absolute Return Fund Northern Lights Fund Trust IV | 132 | 22.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRABULL ProFunds | 121 | 21K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 118 | 20.5K $ | 0.16 % | as of Mar 31, 2026 ↗ |
| Storebrand Global Developed Markets Storebrand Asset Management AS | 104 | 171.8K SEK | 0.17 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 104 | 18K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| The Frontier Economic Fund ETF Series Solutions | 102 | 19K $ | 0.52 % | as of Feb 28, 2026 ↗ |
| PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III | 98 | 16.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp | 97 | 16.8K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| LARGE-CAP VALUE PROFUND ProFunds | 97 | 16.3K $ | 0.29 % | as of Apr 30, 2026 ↗ |
| Sector Rotation Fund Meeder Funds | 88 | 15.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Global Allocation Fund Meeder Funds | 86 | 14.9K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| 1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds | 63 | 10.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 56 | 9.4K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) MSCI USA Climate Paris Aligned ETF SPDR SERIES TRUST | 51 | 8.8K $ | 0.34 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust | 44 | 7.6K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Guinness Atkinson US Dividend Builder ETF GUINNESS ATKINSON FUNDS | 44 | 7.6K $ | 3.24 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Christian Values ETF GLOBAL X FUNDS | 42 | 7K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 34 | 6.3K $ | 0.15 % | as of Feb 28, 2026 ↗ |
| Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS | 28 | 4.7K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS | 27 | 4.5K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Vox Populi ETF Advisors Series Trust | 27 | 4.5K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| PACE Alternative Strategies Investments PACE SELECT ADVISORS TRUST | 25 | 4.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Pacer S&P 500 Quality FCF High Dividend ETF Pacer Funds Trust | 19 | 3.2K $ | 0.60 % | as of Apr 30, 2026 ↗ |
| Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust | 18 | 3.4K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust | 14 | 2.4K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Pacer PE/VC ETF Pacer Funds Trust | 12 | 2K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| ProShares S&P 500 Dynamic Buffer ETF ProShares Trust | 11 | 2.1K $ | 0.12 % | as of Feb 28, 2026 ↗ |
| Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust | 3 | 520.4 $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust | 3 | 520.4 $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust | 3 | 520.4 $ | 0.11 % | as of Mar 31, 2026 ↗ |
| MI CARTERA RV USA ADVISED BY, FI SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 20.1M € | 1.06 % | as of Dec 31, 2025 ↗ | |
| MEDIOLANUM RENTA VARIABLE GLOBAL SELECCIÓN, FI MEDIOLANUM GESTION, S.G.I.I.C., S.A. | 3.1M € | 1.72 % | as of Dec 31, 2025 ↗ | |
| BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 1.8M € | 0.15 % | as of Dec 31, 2025 ↗ | |
| ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. | 1.6M € | 0.15 % | as of Dec 31, 2025 ↗ | |
| TREA CAJAMAR RENTA VARIABLE INTERNACIONAL FI TREA ASSET MANAGEMENT S.G.I.I.C., S.A. | 1.4M € | 1.53 % | as of Dec 31, 2025 ↗ | |
| DUNAS SELECCIÓN USA ESG CUBIERTO FI DUNAS CAPITAL ASSET MANAGEMENT S.G.I.I.C., S.A. | 970.9K € | 0.29 % | as of Dec 31, 2025 ↗ | |
| IBERCAJA BOLSA USA, FI IBERCAJA GESTION, SGIIC, S.A. | 931.9K € | 0.24 % | as of Dec 31, 2025 ↗ | |
| GESIURIS CAT PATRIMONIS, SICAV, S.A. GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 600.2K € | 0.97 % | as of Dec 31, 2025 ↗ | |
| BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 388K € | 0.15 % | as of Dec 31, 2025 ↗ | |
| MARCH GLOBAL QUALITY, FI MARCH ASSET MANAGEMENT, S.G.I.I.C., S.A.U. | 364.7K € | 0.83 % | as of Dec 31, 2025 ↗ | |
| TREA GLOBAL FLEXIBLE, FI TREA ASSET MANAGEMENT S.G.I.I.C., S.A. | 349.1K € | 1.77 % | as of Dec 31, 2025 ↗ | |
| BANKINTER SOSTENIBILIDAD, FI BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 333.1K € | 0.69 % | as of Dec 31, 2025 ↗ | |
| GESIURIS PATRIMONIAL, FI GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 315.9K € | 1.12 % | as of Dec 31, 2025 ↗ | |
| COMPAÑIA GENERAL DE INVERSIONES SICAV SA GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 236.9K € | 0.96 % | as of Dec 31, 2025 ↗ | |
| BANKINTER FINANZAS GLOBALES, FI BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 221K € | 1.65 % | as of Dec 31, 2025 ↗ | |
| BINDEX USA SCREENED ÍNDICE (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 181K € | 0.22 % | as of Dec 31, 2025 ↗ | |
| TREA RENTA FIJA MIXTA, FI TREA ASSET MANAGEMENT S.G.I.I.C., S.A. | 152.5K € | 0.52 % | as of Dec 31, 2025 ↗ | |
| INVERSABADELL 25, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 150.5K € | 0.02 % | as of Dec 31, 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 | 8.12 % | as of Feb 28, 2026 ↗ |
| Large Company Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 4.59 % | as of Mar 31, 2026 ↗ |
| Artisan Select Equity Fund Artisan Partners Funds Inc. | 4.58 % | as of Mar 31, 2026 ↗ |
| Focused Large Cap Value Fund American Century Capital Portfolios, Inc. | 4.57 % | as of Mar 31, 2026 ↗ |
| Scharf Global Opportunity ETF Advisors Series Trust | 4.38 % | as of Mar 31, 2026 ↗ |
| American Century Focused Large Cap Value ETF American Century ETF Trust | 4.33 % | as of Feb 28, 2026 ↗ |
| Select Insurance Portfolio Fidelity Select Portfolios | 4.28 % | as of Feb 28, 2026 ↗ |
| Value Line Select Growth Fund, Inc. Value Line Select Growth Fund, Inc. | 4.16 % | as of Mar 31, 2026 ↗ |
| The Jensen Quality Growth Fund Inc The Jensen Quality Growth Fund Inc. | 4.00 % | as of Feb 28, 2026 ↗ |
| Torray Equity Income Fund RBB Fund Trust | 3.81 % | as of Feb 28, 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 |
|---|---|---|---|---|
| 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 |
Declared shareholders of Marsh & McLennan Cos Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 7.52 % | 36,418,783 | as of Mar 31, 2026 · SCHEDULE 13G |
Funds holding the debt of Marsh & McLennan Cos Inc
401 funds declare 1,320 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