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Marsh & McLennan Companies (MRSH) Institutional Ownership

Marsh & McLennan Companies logo
$190.61 -0.65 (-0.34%)
Closing price 10/21/2026 03:59 PM Eastern
Extended Trading
$190.66 +0.05 (+0.03%)
As of 06:14 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Marsh & McLennan Companies (NYSE:MRSH)

Current
Institutional Ownership
Percentage
87.99%
Number of
Institutional Buyers
(last 12 months)
1148
Total
Institutional Inflows
(last 12 months)
$14.15B
Number of
Institutional Sellers
(last 12 months)
556
Total
Institutional Outflows
(last 12 months)
$400.16M
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MRSH Institutional Buying and Selling by Quarter

Marsh & McLennan Companies Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/22/2026Pinnacle Bancorp Inc.219$37K0.0%+37.7%0.000%
10/22/2026Woodward Diversified Capital LLC1,218$208K0.1%N/A0.000%
10/22/2026Lmcg Investments LLC4,360$744K0.0%-23.7%0.001%
10/22/2026Sage Private Wealth Group LLC2,240$382K0.1%N/A0.000%
10/21/2026PFS Partners LLC1,614$275K0.1%+9.4%0.000%
10/21/2026Arwa LLC7,252$1.28M0.5%-1.1%0.002%
10/21/2026Axxcess Wealth Management LLC10,889$1.86M0.1%-47.0%0.002%
10/21/2026Crossmark Global Holdings Inc.18,828$3.22M0.0%-8.5%0.004%
10/21/2026Hosking Partners LLP64,000$10.93M0.4%N/A0.013%
10/21/2026 Sowell Financial Services LLC2,354$402K0.0%-4.9%0.000%
10/21/2026 Quadrant Capital Group LLC9,612$1.70M0.0%+0.6%0.002%
10/21/2026Eagle Harbor Asset Management Inc. ADV3,252$555K0.4%-8.1%0.001%
10/21/2026 Benchmark Financial Wealth Advisors LLC1,389$237K0.1%+7.2%0.000%
10/21/2026 Carnegie Investment Counsel6,562$1.12M0.0%-27.8%0.001%
10/21/2026 Pinnacle Associates Ltd.11,209$1.91M0.0%+12.0%0.002%
10/21/2026 Nisa Investment Advisors LLC155,143$26.49M0.1%-0.4%0.033%
10/21/2026 Integrated Advisors Network LLC15,376$2.63M0.1%+330.5%0.003%
10/21/2026 Robeco Institutional Asset Management B.V.1,107,917$189.16M0.2%+22.2%0.233%
10/21/2026 Diversify Advisory Services LLC1,972$368K0.0%-27.4%0.000%
10/20/2026 Louisbourg Investments Inc.25,742$4.40M0.8%+0.8%0.005%
10/20/2026 Bank Pictet & Cie Europe AG87,306$14.91M0.3%-22.5%0.018%
10/20/2026 Net Worth Advisory Group4,735$814K0.2%+17.9%0.001%
10/20/2026 Sumitomo Mitsui DS Asset Management Company Ltd153,200$26.16M0.2%+9.2%0.032%
10/20/2026 CWA Asset Management Group LLC1,880$321K0.0%-5.6%0.000%
10/19/2026 Novem Group6,447$1.10M0.1%+2.5%0.001%
10/19/2026 AA Financial Advisors LLC5,851$999K0.1%+3.2%0.001%
10/19/2026 Abel Hall LLC1,533$262K0.0%N/A0.000%
10/19/2026 James Hambro & Partners LLP4,517$771K0.0%+19.1%0.001%
10/19/2026 Foguth Wealth Management LLC.2,373$447K0.0%-4.8%0.000%
10/19/2026 Clark Wealth Partners2,348$401K0.2%+9,683.3%0.000%
10/17/2026 IFP Advisors Inc7,238$1.24M0.0%-7.8%0.002%
10/17/2026 Robertson Stephens Wealth Management LLC3,126$534K0.0%+43.5%0.001%
10/17/2026 Frank Rimerman Advisors LLC6,125$1.05M0.1%+96.6%0.001%
10/17/2026 Birch Hill Investment Advisors LLC394,139$67.29M2.9%-3.9%0.083%
10/17/2026 Western Pacific Wealth Management LP3,620$618K0.5%+39.0%0.001%
10/17/2026 USA Financial Formulas445$76K0.0%N/A0.000%
10/17/2026 Kintegral Advisory LLC14,387$2.46M0.2%+0.6%0.003%
10/16/2026 Vontobel Holding Ltd.296,160$50.56M0.2%+547.3%0.062%
10/16/2026 TD Waterhouse Canada Inc.159,335$27.40M0.1%-4.4%0.033%
10/16/2026 Banque Pictet & Cie SA96,433$16.46M0.1%-24.0%0.020%
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10/16/2026 Cyndeo Wealth Partners LLC19,043$3.25M0.1%-37.4%0.004%
10/16/2026 Aspiriant LLC1,914$327K0.0%+10.6%0.000%
10/16/2026 Annex Advisory Services LLC2,049$350K0.0%+5.1%0.000%
10/16/2026 Ellsworth Advisors LLC2,099$358K0.1%N/A0.000%
10/16/2026 White Pine Investment CO2,748$469K0.1%-5.7%0.001%
10/15/2026 V Square Quantitative Management LLC10,834$1.85M0.2%+4.6%0.002%
10/15/2026 AdvisorNet Financial Inc1,195$213K0.0%-16.8%0.000%
10/15/2026 Assenagon Asset Management S.A.15,029$2.57M0.0%-97.7%0.003%
10/15/2026 Ninety One UK Ltd5,632,700$961.67M2.2%+41.8%1.180%
10/15/2026 Ninety One SA Pty Ltd3,680$628K0.0%+42.1%0.001%
10/15/2026 State of Alaska Department of Revenue60,523$10.33M0.1%-3.2%0.013%
10/15/2026 Formuepleje A S41,134$7.02M0.6%-12.3%0.009%
10/15/2026 Ninety One North America Inc.401,969$68.63M3.5%+34.5%0.084%
10/15/2026 Turtle Creek Wealth Advisors LLC4,010$685K0.0%+32.4%0.001%
10/15/2026 Curated Wealth Partners LLC5,469$934K0.1%-92.8%0.001%
10/15/2026 Mainsail Asset Management LLC1,944$334K0.1%-8.4%0.000%
10/15/2026 Mather Group LLC.1,553$265K0.0%+33.0%0.000%
10/15/2026 Reliant Investment Management LLC2,066$353K0.1%N/A0.000%
10/14/2026 Essex LLC15,568$2.66M0.4%-0.6%0.003%
10/14/2026 First Citizens Bank & Trust Co.14,676$2.51M0.0%+106.3%0.003%
10/14/2026 Allied Investment Advisors LLC71,270$12.17M1.1%N/A0.015%
10/14/2026 B. Riley Wealth Advisors Inc.1,335$228K0.0%+9.1%0.000%
10/14/2026 Krilogy Financial LLC5,307$937K0.0%+33.1%0.001%
10/13/2026 Mechanics Bank Trust Department10,905$1.86M0.3%-11.9%0.002%
10/13/2026 Catalyst Private Wealth LLC1,370$234K0.1%N/A0.000%
10/13/2026 Sax Wealth Advisors LLC1,738$297K0.0%N/A0.000%
10/13/2026 NorthCrest Asset Manangement LLC5,372$949K0.0%+129.2%0.001%
10/13/2026 JGP Wealth Management LLC6,302$1.08M0.1%+8.7%0.001%
10/10/2026 Schaper Benz & Wise Investment Counsel Inc. WI31,750$5.42M0.3%+1.4%0.007%
10/9/2026 Stokes Capital Advisors LLC21,411$3.66M0.8%-19.0%0.004%
10/9/2026 Avity Investment Management Inc.249,522$42.60M2.6%+18.4%0.052%
10/9/2026 Riversedge Advisors LLC3,106$530K0.1%+52.9%0.001%
10/9/2026 Wedmont Private Capital8,054$1.42M0.0%+68.4%0.002%
10/9/2026 Breakwater Capital Group1,313$224K0.0%-13.8%0.000%
10/9/2026 LifeGoal Investments LLC1,576$269K0.1%N/A0.000%
10/9/2026 GAMMA Investing LLC9,912$1.69M0.1%+25.1%0.002%
10/9/2026 Bell Asset Management Ltd16,241$2.77M1.0%-46.6%0.003%
10/8/2026 Farther Finance Advisors LLC9,480$1.62M0.0%+25.7%0.002%
10/8/2026 YHB Investment Advisors Inc.2,178$372K0.0%-7.8%0.000%
10/8/2026 Avidian Wealth Enterprises LLC1,828$312K0.0%+23.8%0.000%
10/8/2026 Valeo Financial Advisors LLC6,494$1.11M0.0%+2.8%0.001%
10/7/2026 Venture Visionary Partners LLC7,400$1.26M0.0%-12.7%0.002%
10/6/2026 Congress Asset Management Co.12,091$2.06M0.0%+479.3%0.003%
10/6/2026 Moody National Bank Trust Division9,530$1.63M0.1%+11.7%0.002%
10/5/2026 Acima Private Wealth LLC1,712$292K0.1%-9.0%0.000%
10/5/2026 Rockland Trust Co.3,319$567K0.0%-31.3%0.001%
10/5/2026 MassMutual Private Wealth & Trust FSB2,233$381K0.0%-19.1%0.000%
10/2/2026 Boltwood Capital Management2,538$433K0.1%-8.1%0.001%
10/2/2026 CX Institutional8,134$1.39M0.0%-85.6%0.002%
10/2/2026 Versant Capital Management Inc2,141$366K0.0%+12.5%0.000%
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9/23/2026QRG Capital Management Inc.19,518$3.25M0.0%-5.5%0.004%
9/23/2026Envestnet Portfolio Solutions Inc.8,954$1.49M0.0%-71.8%0.002%
9/22/2026Andra AP fonden60,610$10.10M0.1%+9.4%0.013%
9/15/2026Anchor Investment Management LLC356$59K0.0%+229.6%0.000%
9/15/2026Reynders McVeigh Capital Management LLC1,425$238K0.0%-5.1%0.000%
9/9/2026Sequoia Financial Advisors LLC15,030$2.51M0.0%-21.1%0.003%
9/9/2026Tidal Investments LLC152,428$25.41M0.0%-8.5%0.032%
9/9/2026MCF Advisors LLC2,771$462K0.0%-7.7%0.001%
9/9/2026National Pension Service1,128,564$188.10M0.1%N/A0.236%
9/9/2026Engineers Gate Manager LP1,650$275K0.0%-93.5%0.000%


MRSH Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,783 institutional investors and hedge funds held shares of Marsh & McLennan Companies. The most heavily invested institutionals were Vanguard Group Inc. ($8.64B), BlackRock Inc. ($6.58B), FMR LLC ($4.51B), State Street Corp ($4.06B), Capital International Investors ($3.48B), Capital World Investors ($3.14B), and Wellington Management Group LLP ($2.83B).Learn more on Marsh & McLennan Companies' institutional investors.

87.99% of Marsh & McLennan Companies' stock is owned by institutional investors. Learn more on MRSH's institutional investor holdings.

Of the 1,613 institutional investors that purchased Marsh & McLennan Companies' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($39.50M), State Street Corp ($21.98M), Wellington Management Group LLP ($21.76M), Norges Bank ($20.28M), Capital International Investors ($18.99M), Capital World Investors ($17.02M), and Corient Private Wealth LP ($12.92M).

Institutional investors have bought a total of 339,326,954 shares in the last 24 months. This purchase volume represents approximately $14.15B in transactions.

Of the 548 institutional investors that sold Marsh & McLennan Companies' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Amundi ($2.48M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.75M), Nippon Life Insurance Co. ($1.31M), Robeco Institutional Asset Management B.V. ($1.18M), Ameriprise Financial Inc. ($1.07M), Massachusetts Financial Services Co. MA ($1.01M), and Jennison Associates LLC ($821.98K).

Institutional investors have sold a total of 20,662,809 shares in the last 24 months. This volume of shares sold represents approximately $400.16M in transactions.


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Institutional ownership data for NYSE:MRSH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/22/2026. New 13F filings are added each quarter as they're published.
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