MARSH & MCLENNAN COS INC (MRSH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,417
Reporting holders
$69.8B
Reported value
87.6%
Of shares outstanding
0.2%
Held as options
-35
Holder change
Institutions report 418,073,040 shares against 477,211,268 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $6.6B | 39,502,046 | 0.10% | 8q | -6.1%-$426.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.2B | 31,472,575 | 0.11% | 2q | HELD |
| STATE STREET CORP | $3.7B | 22,401,676 | 0.11% | 31q | +1.5%+$55.1M |
| Capital World Investors | $3.0B | 18,122,340 | 0.36% | 31q | +0.9%+$25.5M |
| WELLINGTON MANAGEMENT GROUP LLP | $2.8B | 16,975,238 | 0.49% | 31q | -2.3%-$65.9M |
| Capital International Investors | $2.6B | 15,729,457 | 0.54% | 31q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $2.3B | 13,510,274 | 0.12% | 31q | +0.8%+$17.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.1B | 12,570,512 | 0.09% | 2q | +1.1%+$23.8M |
| Capital Research Global Investors | $1.8B | 10,973,649 | 0.26% | 31q | -2.9%-$54.6M |
| HARRIS ASSOCIATES L P | $1.4B | 8,687,496 | 1.92% | 2q | +68.1%+$586.4M |
| Artisan Partners Limited Partnership | $1.2B | 7,269,246 | 1.92% | 31q | +49.1%+$398.9M |
| FMR LLC | $1.2B | 6,954,123 | 0.05% | 31q | -31.7%-$537.8M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.1B | 6,507,415 | 0.35% | 29q | -20.6%-$283.2M |
| MORGAN STANLEY | $1.1B | 6,314,085 | 0.06% | 35q | -2.5%-$26.7M |
| NORGES BANK | $1.0B | 6,255,525 | 0.10% | 32q | -25.4%-$355.2M |
| AMERIPRISE FINANCIAL INC | $922.1M | 5,535,138 | 0.19% | 31q | -49.6%-$906.6M |
| NORTHERN TRUST CORP | $814.7M | 4,888,165 | 0.09% | 31q | -1.5%-$12.8M |
| JPMORGAN CHASE & CO | $788.6M | 4,730,329 | 0.04% | 31q | -22.4%-$227.2M |
| Clearbridge Investments, LLC | $784.3M | 4,705,966 | 0.65% | 31q | -26.7%-$286.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $766.3M | 4,597,647 | 0.14% | 31q | -11.3%-$97.5M |
| Invesco Ltd. | $717.6M | 4,305,773 | 0.06% | 31q | +10.8%+$70.2M |
| GOLDMAN SACHS GROUP INC | $704.8M | 4,228,626 | 0.06% | 31q | +15.1%+$92.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $695.0M | 4,170,110 | 0.31% | 7q | +20.7%+$119.3M |
| DEUTSCHE BANK AG\ | $685.6M | 4,113,644 | 0.20% | 34q | +11.1%+$68.2M |
| Ninety One UK Ltd | $661.9M | 3,971,522 | 1.48% | 31q | -1.4%-$9.6M |
| AMERICAN CENTURY COMPANIES INC | $646.3M | 3,877,741 | 0.29% | 31q | -8.4%-$59.4M |
| EdgePoint Investment Group Inc. | $636.7M | 3,820,196 | 4.81% | new | NEW |
| UBS Group AG | $600.6M | 3,603,522 | 0.08% | 31q | -23.7%-$186.3M |
| BANK OF AMERICA CORP /DE/ | $575.8M | 3,455,003 | 0.04% | 31q | -30.1%-$247.4M |
| Nuveen, LLC | $575.3M | 3,451,900 | 0.14% | 6q | -17.2%-$119.3M |
| Bank of New York Mellon Corp | $532.4M | 3,194,567 | 0.09% | 31q | -1.8%-$9.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $512.1M | 3,072,405 | 0.07% | 31q | +1.3%+$6.5M |
| Sixth Street Partners Management Company, L.P. | $512.1M | 3,072,405 | 0.07% | new | NEW |
| Amundi | $480.7M | 2,884,376 | 0.12% | 21q | +25.5%+$97.6M |
| ROYAL BANK OF CANADA | $469.0M | 2,813,877 | 0.07% | 31q | -15.2%-$83.8M |
| Legal & General Group Plc | $465.6M | 2,793,483 | 0.10% | 31q | -8.9%-$45.5M |
| VANGUARD FIDUCIARY TRUST CO | $451.0M | 2,705,812 | 0.10% | 2q | -1.0%-$4.7M |
| AQR CAPITAL MANAGEMENT LLC | $432.1M | 2,607,451 | 0.15% | 31q | -29.0%-$176.7M |
| WELLS FARGO & COMPANY/MN | $418.4M | 2,510,228 | 0.07% | 31q | -51.3%-$441.3M |
| STIFEL FINANCIAL CORP | $368.7M | 2,212,398 | 0.31% | 31q | -4.1%-$15.8M |
| ALLIANCEBERNSTEIN L.P. | $357.5M | 2,061,247 | 0.12% | 31q | +4.0%+$13.9M |
| PRIMECAP MANAGEMENT CO/CA/ | $357.5M | 2,145,025 | 0.21% | 31q | +199.0%+$237.9M |
| W1M Asset Management Ltd | $348.2M | 2,090,489 | 3.19% | 6q | +3.3%+$11.1M |
| PARNASSUS INVESTMENTS, LLC | $341.3M | 2,047,623 | 0.91% | 17q | -7.4%-$27.1M |
| DIMENSIONAL FUND ADVISORS LP | $337.1M | 2,022,672 | 0.06% | 31q | -0.6%-$1.9M |
| Mawer Investment Management Ltd. | $311.9M | 1,871,159 | 2.12% | 31q | -46.2%-$267.4M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $311.2M | 1,867,077 | 0.24% | 31q | +18.7%+$49.0M |
| Rathbones Group PLC | $288.8M | 1,733,034 | 1.06% | 31q | +27.7%+$62.7M |
| CANADA PENSION PLAN INVESTMENT BOARD | $267.6M | 1,605,850 | 0.15% | 31q | +98.3%+$132.7M |
| LAZARD ASSET MANAGEMENT LLC | $252.8M | 1,516,945 | 0.38% | 46q | -6.6%-$17.8M |
| Navera Investment Management Ltd. | $252.8M | 1,517,459 | 6.78% | 23q | -9.7%-$27.2M |
| BNP PARIBAS FINANCIAL MARKETS | $249.7M | 1,497,934 | 0.09% | 31q | -41.6%-$178.1M |
| FRANKLIN RESOURCES INC | $247.6M | 1,485,628 | 0.05% | 31q | -3.4%-$8.7M |
| Swiss National Bank | $226.5M | 1,359,000 | 0.12% | 31q | -5.5%-$13.1M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $221.8M | 1,330,728 | 0.94% | 17q | +21.9%+$39.8M |
| FIRST TRUST ADVISORS LP | $219.9M | 1,319,512 | 0.13% | 31q | -1.0%-$2.1M |
| Assenagon Asset Management S.A. | $218.1M | 1,308,868 | 0.14% | 31q | +732.3%+$191.9M |
| Swedbank AB | $216.9M | 1,301,456 | 0.19% | 21q | +17.8%+$32.7M |
| Polar Capital Holdings Plc | $216.7M | 1,300,000 | 0.51% | 23q | +6.6%+$13.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $200.1M | 1,199,699 | 0.11% | 31q | +7.0%+$13.0M |
| RAYMOND JAMES FINANCIAL INC | $197.9M | 1,187,191 | 0.05% | 7q | -3.3%-$6.8M |
| National Pension Service | $188.1M | 1,128,564 | 0.12% | new | NEW |
| Sumitomo Mitsui Trust Group, Inc. | $183.4M | 1,100,656 | 0.10% | 31q | +0.6%+$1.1M |
| Vanguard Global Advisers, LLC | $183.2M | 1,099,122 | 0.09% | 2q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $181.6M | 1,089,768 | 0.12% | 2q | +11.2%+$18.2M |
| MARSHALL WACE, LLP | $173.9M | 1,043,399 | 0.14% | 3q | +72.4%+$73.1M |
| HSBC HOLDINGS PLC | $170.4M | 1,022,077 | 0.07% | 31q | +3.7%+$6.1M |
| ENVESTNET ASSET MANAGEMENT INC | $166.4M | 998,086 | 0.04% | 31q | -11.9%-$22.6M |
| JENSEN INVESTMENT MANAGEMENT INC | $164.2M | 984,904 | 3.98% | 21q | -14.4%-$27.7M |
| BARCLAYS PLC | $163.8M | 982,810 | 0.03% | 31q | -28.5%-$65.4M |
| Caisse de depot et placement du Quebec | $163.8M | 982,538 | 0.23% | 31q | +38.2%+$45.3M |
| STOREBRAND ASSET MANAGEMENT AS | $162.5M | 974,704 | 0.40% | 3q | +3.4%+$5.4M |
| Robeco Institutional Asset Management B.V. | $151.1M | 906,861 | 0.19% | 38q | +49.8%+$50.3M |
| RHUMBLINE ADVISERS | $148.7M | 892,176 | 0.11% | 31q | -1.1%-$1.7M |
| FIL Ltd | $148.0M | 887,945 | 0.11% | 31q | +2.4%+$3.4M |
| California Public Employees Retirement System | $144.2M | 865,316 | 0.08% | 31q | -21.8%-$40.1M |
| D. E. Shaw & Co., Inc. | $139.9M | 839,616 | 0.07% | 20q | -51.5%-$148.3M |
| Corient Private Wealth LP | $133.7M | 25,689,677 | 0.09% | 15q | +11436.5%+$132.5M |
| TD Asset Management Inc | $133.4M | 800,370 | 0.12% | 31q | -14.8%-$23.2M |
| Markel Group Inc. | $127.3M | 763,500 | 0.97% | 31q | HELD |
| Capital International, Inc./CA/ | $123.3M | 739,907 | 0.86% | 31q | HELD |
| MACKENZIE FINANCIAL CORP | $121.6M | 729,781 | 0.12% | 31q | +2.2%+$2.7M |
| JENNISON ASSOCIATES LLC | $113.9M | 683,273 | 0.07% | 26q | +207.0%+$76.8M |
| Cryder Capital Partners LLP | $108.2M | 649,418 | 6.82% | 5q | +10.2%+$10.0M |
| Epoch Investment Partners, Inc. | $105.9M | 635,153 | 0.60% | 31q | -1.4%-$1.5M |
| PNC Financial Services Group, Inc. | $103.2M | 619,003 | 0.05% | 31q | -3.8%-$4.1M |
| BANK OF MONTREAL /CAN/ | $102.3M | 613,768 | 0.03% | 31q | +19.1%+$16.4M |
| DAVENPORT & Co LLC | $102.0M | 612,045 | 0.50% | 31q | -3.5%-$3.7M |
| PRINCIPAL FINANCIAL GROUP INC | $100.8M | 604,724 | 0.05% | 31q | -0.9%-$953.9K |
| JUPITER ASSET MANAGEMENT LTD | $97.3M | 588,501 | 0.48% | 2q | -5.5%-$5.6M |
| CITIGROUP INC | $95.1M | 570,878 | 0.03% | 31q | +9.0%+$7.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $86.5M | 514,651 | 0.13% | 7q | -7.4%-$6.9M |
| NEW YORK STATE COMMON RETIREMENT FUND | $85.9M | 515,312 | 0.11% | 31q | -6.3%-$5.8M |
| Pictet Asset Management Holding SA | $85.8M | 514,868 | 0.08% | 12q | +19.6%+$14.1M |
| Russell Investments Group, Ltd. | $83.3M | 499,555 | 0.07% | 31q | +11.0%+$8.3M |
| Mariner, LLC | $83.0M | 498,195 | 0.09% | 31q | -13.5%-$13.0M |
| JONES FINANCIAL COMPANIES LLLP | $82.6M | 488,649 | 0.03% | 23q | -32.5%-$39.7M |
| JOHNSON INVESTMENT COUNSEL INC | $79.7M | 478,020 | 0.58% | 31q | -2.6%-$2.1M |
| Munich Reinsurance Co Stock Corp in Munich | $76.8M | 460,618 | 1.68% | 3q | HELD |
| Boston Partners | $76.4M | 457,791 | 0.07% | new | NEW |
Showing the largest 100 of 1,503 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,417 | $69.8B | 418,073,040 | 125 | 428 | 587 | 0.2% |
| Q1 2026 | 1,452 | $73.9B | 425,137,430 | 109 | 541 | 510 | 0.1% |
| Q4 2025 | 1,488 | $77.3B | 415,572,831 | 118 | 462 | 574 | 0.3% |
| Q3 2025 | 1,465 | $84.3B | 417,477,977 | 128 | 481 | 521 | 0.3% |
| Q2 2025 | 1,489 | $92.0B | 419,802,790 | 96 | 526 | 487 | 0.3% |
| Q1 2025 | 1,511 | $101.6B | 415,551,395 | 153 | 510 | 479 | 0.2% |
| Q4 2024 | 1,452 | $88.3B | 415,037,875 | 81 | 527 | 395 | 0.2% |
| Q3 2024 | 1,402 | $91.5B | 407,199,887 | 113 | 513 | 415 | 0.8% |
| Q2 2024 | 1,337 | $86.3B | 407,367,278 | 95 | 499 | 414 | 0.6% |
| Q1 2024 | 1,300 | $86.7B | 418,498,653 | 146 | 432 | 393 | 0.6% |
| Q4 2023 | 1,227 | $78.2B | 411,563,312 | 86 | 387 | 393 | 0.3% |
| Q3 2023 | 1,149 | $77.0B | 401,636,921 | 87 | 353 | 409 | 0.3% |
| Q2 2023 | 1,096 | $76.0B | 402,190,942 | 79 | 349 | 352 | 0.2% |
| Q1 2023 | 1,057 | $69.2B | 413,705,117 | 70 | 348 | 353 | 0.2% |
| Q4 2022 | 973 | $62.4B | 376,577,258 | 94 | 320 | 304 | 0.2% |
| Q3 2022 | 1,160 | $65.7B | 438,925,062 | 82 | 415 | 358 | 0.2% |
| Q2 2022 | 1,156 | $68.9B | 442,205,618 | 106 | 388 | 372 | 0.3% |
| Q1 2022 | 1,158 | $75.4B | 441,625,774 | 87 | 397 | 365 | 0.2% |
| Q4 2021 | 1,177 | $78.4B | 449,419,865 | 107 | 399 | 332 | 0.5% |
| Q3 2021 | 1,079 | $68.4B | 449,951,108 | 117 | 345 | 315 | 0.3% |
| Q2 2021 | 1,009 | $64.0B | 453,996,774 | 100 | 332 | 295 | 0.2% |
| Q1 2021 | 985 | $54.9B | 450,231,750 | 86 | 343 | 319 | 0.2% |
| Q4 2020 | 978 | $53.7B | 444,843,580 | 62 | 328 | 299 | 0.2% |
| Q3 2020 | 943 | $51.1B | 444,912,120 | 82 | 282 | 300 | 0.2% |
| Q2 2020 | 915 | $48.0B | 446,203,697 | 101 | 303 | 299 | 0.2% |
| Q1 2020 | 889 | $38.9B | 449,583,388 | 83 | 299 | 308 | 0.1% |
| Q4 2019 | 929 | $50.8B | 455,774,548 | 90 | 242 | 282 | 0.1% |
| Q3 2019 | 839 | $44.6B | 445,904,804 | 57 | 244 | 285 | 0.1% |
| Q2 2019 | 849 | $46.0B | 460,658,247 | 78 | 267 | 270 | 0.2% |
| Q1 2019 | 842 | $41.5B | 441,019,601 | 76 | 257 | 271 | 0.2% |
| Q4 2018 | 825 | $35.8B | 448,760,051 | 12 | 13 | 15 | 0.2% |