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 | |
|---|---|---|---|---|
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,674 | 4.1M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| MFS Active Value ETF MFS Active Exchange Traded Funds Trust | 24,670 | 4.6M $ | 1.62 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 24,618 | 4.3M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 24,562 | 4.1M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Zacks Earnings Consistent Portfolio ETF Zacks Trust | 24,329 | 4.5M $ | 1.47 % | as of Feb 28, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 24,142 | 4M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| WAYCROSS FOCUSED CORE EQUITY FUND Waycross Independent Trust | 24,012 | 4.5M $ | 3.01 % | as of Feb 28, 2026 ↗ |
| Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 23,773 | 4.1M $ | 0.32 % | as of Mar 31, 2026 ↗ |
| Skandia Global Exponering Skandia Fonder AB | 23,500 | 38.8M SEK | 0.12 % | as of Mar 31, 2026 ↗ |
| MML VIP American Century Mid Cap Value Fund MML SERIES INVESTMENT FUND | 23,307 | 4M $ | 1.75 % | as of Mar 31, 2026 ↗ |
| Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II | 23,086 | 4.3M $ | 0.35 % | as of Feb 28, 2026 ↗ |
| Handelsbanken Global Selektiv Handelsbanken Fonder AB | 23,000 | 38M SEK | 2.18 % | as of Mar 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 22,835 | 3.8M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| ProShares UltraPro S&P500 ProShares Trust | 22,726 | 4.2M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| Artisan Select Equity Fund Artisan Partners Funds Inc. | 22,609 | 3.9M $ | 4.58 % | as of Mar 31, 2026 ↗ |
| World Selection Index Fund Northern Funds | 22,581 | 3.9M $ | 0.20 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 22,347 | 3.9M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust | 22,194 | 3.8M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Equity Income Fund Goldman Sachs Trust | 22,158 | 4.1M $ | 0.95 % | as of Feb 28, 2026 ↗ |
| BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. | 21,481 | 4M $ | 0.53 % | as of Feb 27, 2026 ↗ |
| First Trust Capital Strength Portfolio First Trust Variable Insurance Trust | 21,419 | 3.7M $ | 1.92 % | as of Mar 31, 2026 ↗ |
| Jensen Quality Growth ETF Trust for Professional Managers | 21,345 | 4M $ | 3.29 % | as of Feb 28, 2026 ↗ |
| Invesco V.I. Diversified Dividend Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 21,326 | 3.7M $ | 0.84 % | as of Mar 31, 2026 ↗ |
| BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. | 21,140 | 3.5M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | 21,000 | 3.6M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust | 20,906 | 3.6M $ | 0.20 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST | 20,899 | 3.6M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| AST Large-Cap Equity Portfolio Advanced Series Trust | 20,880 | 3.6M $ | 0.21 % | as of Mar 31, 2026 ↗ |
| AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust | 20,867 | 3.6M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 20,768 | 3.5M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| GreenFi Redwood Fund Aspiration Funds | 20,300 | 3.5M $ | 2.59 % | as of Mar 31, 2026 ↗ |
| Invesco V.I. Main Street Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 20,138 | 3.5M $ | 0.71 % | as of Mar 31, 2026 ↗ |
| Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II | 20,050 | 3.5M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| DAVENPORT BALANCED INCOME FUND Williamsburg Investment Trust | 20,040 | 3.5M $ | 1.24 % | as of Mar 31, 2026 ↗ |
| LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc | 20,014 | 3.5M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Fidelity Magellan K6 Fund Fidelity Magellan Fund | 19,966 | 3.5M $ | 1.17 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 19,820 | 3.3M $ | 0.21 % | as of Apr 30, 2026 ↗ |
| Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust | 19,729 | 3.3M $ | 1.20 % | as of Apr 30, 2026 ↗ |
| iShares Russell Top 200 ETF iShares Trust | 19,723 | 3.4M $ | 0.18 % | as of Mar 31, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 19,450 | 3.4M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust | 19,387 | 3.4M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Capital Income Builder AMERICAN FUNDS INSURANCE SERIES | 18,983 | 3.3M $ | 0.20 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Value ETF iShares Trust | 18,939 | 3.2M $ | 0.26 % | as of Apr 30, 2026 ↗ |
| NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust | 18,789 | 3.3M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc | 18,760 | 3.3M $ | 1.22 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Capital Appreciation Premium Income ETF T. Rowe Price Exchange-Traded Funds, Inc. | 18,608 | 3.2M $ | 1.19 % | as of Mar 31, 2026 ↗ |
| Nomura Wealth Builder Fund Delaware Group Equity Funds V | 18,600 | 3.5M $ | 0.42 % | as of Feb 27, 2026 ↗ |
| iShares Global Financials ETF iShares Trust | 18,448 | 3.2M $ | 0.62 % | as of Mar 31, 2026 ↗ |
| Fidelity Equity-Income K6 Fund Fidelity Devonshire Trust | 18,426 | 3.1M $ | 0.68 % | as of Apr 30, 2026 ↗ |
| NYLIM VP Balanced Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 18,401 | 3.2M $ | 0.95 % | as of Mar 31, 2026 ↗ |
| THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 18,326 | 3.2M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Aptus Collared Investment Opportunity ETF ETF Series Solutions | 18,198 | 3.1M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| AB Tax-Managed Wealth Appreciation Strategy AB PORTFOLIOS | 18,118 | 3.4M $ | 0.33 % | as of Feb 28, 2026 ↗ |
| Franklin ClearBridge Enhanced Income ETF Legg Mason ETF Investment Trust | 17,781 | 3.1M $ | 2.15 % | as of Mar 31, 2026 ↗ |
| MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | 17,715 | 3.1M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Large Cap Value Fund ULTRA SERIES FUND | 17,700 | 3.1M $ | 1.86 % | as of Mar 31, 2026 ↗ |
| U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 17,695 | 3M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| MassMutual Blue Chip Growth Fund MASSMUTUAL SELECT FUNDS | 17,553 | 3M $ | 0.17 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Global Value Equity Fund T. ROWE PRICE GLOBAL FUNDS, INC. | 17,443 | 2.9M $ | 1.06 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. AI Enhanced Value Fund WisdomTree Trust | 17,327 | 3M $ | 0.80 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 17,140 | 3M $ | 0.20 % | as of Mar 31, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 17,021 | 3M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| SPP Generation 60-tal Storebrand Asset Management AS | 16,991 | 28.1M SEK | 0.06 % | as of Mar 31, 2026 ↗ |
| UBS US Dividend Ruler Fund UBS FUNDS | 16,759 | 2.9M $ | 1.31 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 16,756 | 2.8M $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 16,645 | 3.1M $ | 0.19 % | as of Feb 28, 2026 ↗ |
| SPP Generation 70-tal Storebrand Asset Management AS | 16,543 | 27.3M SEK | 0.08 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 16,538 | 3.1M $ | 0.14 % | as of Feb 28, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 16,399 | 2.8M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| iShares ESG MSCI USA Leaders ETF iShares Trust | 16,377 | 3.1M $ | 0.29 % | as of Feb 28, 2026 ↗ |
| Column Mid Cap Fund Trust for Professional Managers | 16,075 | 3M $ | 0.28 % | as of Feb 28, 2026 ↗ |
| Domini Impact Equity Fund Domini Investment Trust | 16,030 | 2.7M $ | 0.23 % | as of Apr 30, 2026 ↗ |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 15,898 | 2.8M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES | 15,877 | 2.8M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Rising Dividends Portfolio EQ Advisors Trust | 15,803 | 2.7M $ | 0.81 % | as of Mar 31, 2026 ↗ |
| NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 15,760 | 2.6M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| MFS Massachusetts Investors Growth Stock Portfolio MFS VARIABLE INSURANCE TRUST II | 15,611 | 2.7M $ | 0.33 % | as of Mar 31, 2026 ↗ |
| Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 15,593 | 2.7M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| State Street Institutional U.S. Equity Fund STATE STREET INSTITUTIONAL FUNDS | 15,470 | 2.7M $ | 0.84 % | as of Mar 31, 2026 ↗ |
| CAPITAL GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 15,400 | 2.7M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 15,228 | 2.8M $ | 0.18 % | as of Feb 28, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 14,976 | 2.6M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Value Advantage Portfolio PACIFIC SELECT FUND | 14,759 | 2.6M $ | 0.56 % | as of Mar 31, 2026 ↗ |
| Nationwide S&P 500 Index Fund Nationwide Mutual Funds | 14,704 | 2.5M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Hennessy Cornerstone Large Growth Fund Hennessy Funds Trust | 14,700 | 2.5M $ | 1.80 % | as of Apr 30, 2026 ↗ |
| Columbia U.S. Equity Income ETF Columbia ETF Trust I | 14,589 | 2.4M $ | 0.89 % | as of Apr 30, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 14,565 | 2.7M $ | 0.14 % | as of Feb 28, 2026 ↗ |
| The U.S. Equity Portfolio HC Capital Trust | 14,422 | 2.5M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| iMGP Global Select Fund LITMAN GREGORY FUNDS TRUST | 14,325 | 2.5M $ | 3.27 % | as of Mar 31, 2026 ↗ |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 14,166 | 2.4M $ | 0.16 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 13,949 | 2.3M $ | 0.22 % | as of Apr 30, 2026 ↗ |
| MFS Global Growth Fund MFS Series Trust VIII | 13,890 | 2.3M $ | 0.28 % | as of Apr 30, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 13,884 | 2.4M $ | 0.25 % | as of Mar 31, 2026 ↗ |
| Lysa Global Equity Broad Lysa Fonder AB | 13,689 | 22.6M SEK | 0.11 % | as of Mar 31, 2026 ↗ |
| State Street S&P 500 Index Fund SSGA FUNDS | 13,657 | 2.6M $ | 0.16 % | as of Feb 28, 2026 ↗ |
| Voya Global High Dividend Low Volatility Portfolio Voya VARIABLE PORTFOLIOS INC | 13,582 | 2.4M $ | 0.70 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 13,564 | 2.5M $ | 0.17 % | as of Feb 28, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 13,502 | 2.3M $ | 0.30 % | as of Apr 30, 2026 ↗ |
| Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 13,475 | 2.3M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| MML Fundamental Equity Fund MML SERIES INVESTMENT FUND | 13,458 | 2.3M $ | 0.71 % | as of Mar 31, 2026 ↗ |
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