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Marsh & McLennan Companies (MRSH) Institutional Ownership

Marsh & McLennan Companies logo
$176.54 +2.88 (+1.66%)
Closing price 10/8/2026 03:59 PM Eastern
Extended Trading
$176.68 +0.14 (+0.08%)
As of 08:05 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)
1158
Total
Institutional Inflows
(last 12 months)
$13.73B
Number of
Institutional Sellers
(last 12 months)
586
Total
Institutional Outflows
(last 12 months)
$257.79M
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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
10/9/2026Breakwater Capital Group1,313$224K0.0%-13.8%0.000%
10/9/2026LifeGoal Investments LLC1,576$269K0.1%N/A0.000%
10/9/2026GAMMA Investing LLC9,912$1.69M0.1%+25.1%0.002%
10/9/2026Bell Asset Management Ltd16,241$2.77M1.0%-46.6%0.003%
10/8/2026Farther Finance Advisors LLC9,480$1.62M0.0%+25.7%0.002%
10/8/2026YHB Investment Advisors Inc.2,178$372K0.0%-7.8%0.000%
10/8/2026Avidian Wealth Enterprises LLC1,828$312K0.0%+23.8%0.000%
10/8/2026Valeo Financial Advisors LLC6,494$1.11M0.0%+2.8%0.001%
10/7/2026Venture Visionary Partners LLC7,400$1.26M0.0%-12.7%0.002%
10/6/2026Congress Asset Management Co.12,091$2.06M0.0%+479.3%0.003%
10/6/2026Moody National Bank Trust Division9,530$1.63M0.1%+11.7%0.002%
10/5/2026Acima Private Wealth LLC1,712$292K0.1%-9.0%0.000%
10/5/2026Rockland Trust Co.3,319$567K0.0%-31.3%0.001%
10/5/2026MassMutual 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%
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%
9/9/2026Capital Analysts LLC312$52K0.0%+37.4%0.000%
9/9/2026SVB Wealth LLC16,469$2.75M0.2%-10.3%0.003%
9/9/2026NorthRock Partners LLC5,358$893K0.0%-4.1%0.001%
9/9/2026Integrated Wealth Concepts LLC11,396$1.90M0.0%-34.5%0.002%
9/9/2026RFG Advisory LLC1,219$203K0.0%N/A0.000%
9/9/2026NewEdge Advisors LLC36,712$6.12M0.0%-32.9%0.008%
9/9/2026IFP Advisors Inc7,848$1.31M0.0%+4.3%0.002%
9/9/2026Baird Financial Group Inc.302,741$50.46M0.1%-1.6%0.063%
9/8/2026Allworth Financial LP7,314$1.22M0.0%-20.9%0.002%
9/8/2026Arizona State Retirement System133,689$22.28M0.1%-0.4%0.028%
9/8/2026West Family Investments Inc.5,036$839K0.2%+9.1%0.001%
9/8/2026Waverly Advisors LLC13,657$2.28M0.0%-9.2%0.003%
9/8/2026Empirical Finance LLC17,218$2.87M0.1%+3.4%0.004%
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9/8/2026Nykredit A S153,775$25.63M0.1%N/A0.032%
9/4/2026Parkside Financial Bank & Trust1,346$224K0.0%-4.9%0.000%
8/27/2026Corient Private Wealth LP304,876$50.81M0.1%+36.9%0.064%
8/27/2026Formuepleje A S46,902$7.82M0.6%-14.6%0.010%
8/26/2026Amundi2,884,376$480.74M0.1%+25.5%0.604%
8/26/2026HighTower Advisors LLC249,599$41.60M0.0%-3.3%0.052%
8/24/2026Vancity Investment Management Ltd72,512$12.09M1.8%-4.4%0.015%
8/23/2026Ameritas Advisory Services LLC2,576$429K0.0%-59.4%0.001%
8/23/2026Guardian Wealth Advisors LLC NC1,590$265K0.0%-7.8%0.000%
8/23/2026Wedmont Private Capital4,783$853K0.0%-5.2%0.001%
8/23/2026Kintra Wealth LLC6,415$1.07M0.1%+31.4%0.001%
8/23/2026HB Wealth Management LLC16,262$2.71M0.0%-10.4%0.003%
8/23/2026Saudi Central Bank33,726$5.62M0.1%+86.5%0.007%
8/23/2026Angeles Wealth Management LLC1,214$202K0.0%N/A0.000%
8/23/2026Azimuth Capital Investment Management LLC50,837$8.47M0.3%-1.8%0.011%
8/22/2026Raiffeisen Bank International AG47,562$7.93M0.1%+0.7%0.010%
8/22/2026Syon Capital LLC8,969$1.50M0.1%-19.7%0.002%
8/22/2026denkapparat Operations GmbH2,068$345K0.1%N/A0.000%
8/22/2026TD Waterhouse Canada Inc.166,714$28.70M0.1%+37.2%0.035%
8/22/2026Concurrent Investment Advisors LLC17,547$2.93M0.0%-17.9%0.004%
8/22/2026NEOS Investment Management LLC78,716$13.12M0.0%+11.9%0.016%
8/21/2026iSAM Funds UK Ltd8,800$1.47M1.0%N/A0.002%
8/21/2026Continuum Advisory LLC227$38K0.0%-84.4%0.000%
8/21/2026Nykredit A S170,509$28.42M0.1%N/A0.036%
8/21/2026Hudson Portfolio Management LLC1,657$276K0.2%N/A0.000%
8/21/2026B. Metzler seel. Sohn & Co. AG37,603$6.27M0.1%-1.2%0.008%
8/21/2026Independence Bank of Kentucky395$66K0.0%-44.4%0.000%
8/21/2026Legacy Financial Advisors Inc.4,751$792K0.1%-27.3%0.001%
8/20/2026Proficio Capital Partners LLC4,171$695K0.0%+228.7%0.001%
8/20/2026Nwam LLC1,384$231K0.0%-6.5%0.000%
8/20/2026Quantitative Investment Management LLC6,003$1M0.1%+19.6%0.001%
8/20/2026Ancora Advisors LLC251$42K0.0%-79.5%0.000%
8/20/2026Sigma Planning Corp1,795$299K0.0%-9.3%0.000%
8/20/2026Benjamin Edwards Inc.40,011$6.67M0.1%+2.8%0.008%
8/20/2026GTS Securities LLC1,567$261K0.0%-57.0%0.000%
8/20/2026Alyeska Investment Group L.P.57,212$9.54M0.0%N/A0.012%
8/20/2026Flputnam Investment Management Co.28,972$4.83M0.1%-44.1%0.006%
8/20/2026Northwestern Mutual Wealth Management Co.34,062$5.68M0.0%+7.5%0.007%
8/20/2026Hennessy Advisors Inc.14,300$2.38M0.1%-2.7%0.003%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4,597,647$766.29M0.1%-11.3%0.963%
8/19/2026Washington Trust Bank45,280$7.55M0.5%-21.7%0.009%
8/19/2026Royal London Asset Management Ltd.215,543$35.93M0.1%-2.2%0.045%
8/19/2026Mufg Securities Americas Inc.14,512$2.42M0.1%+8.3%0.003%
8/19/2026Van ECK Associates Corp116,011$19.34M0.0%-2.5%0.024%
8/19/2026Nissay Asset Management Corp Japan64,414$10.74M0.0%+2.4%0.013%
8/19/2026Wellington Management Group LLP16,975,238$2.83B0.5%-2.3%3.557%
8/19/2026Lombard Odier Asset Management Europe Ltd85,223$14.20M0.1%N/A0.018%
8/19/2026Kingsview Wealth Management LLC41,516$6.92M0.1%N/A0.009%
8/18/2026Beacon Pointe Advisors LLC18,848$3.14M0.0%N/A0.004%
8/18/2026Kimelman & Baird LLC12,630$2.11M0.1%N/A0.003%
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8/18/2026Livforsakringsbolaget Skandia Omsesidigt3,334$555K0.0%N/A0.001%
8/18/2026Rakuten Investment Management Inc.78,803$13.14M0.0%N/A0.017%
8/18/2026Glenview Trust Co91,519$15.25M0.1%N/A0.019%
8/18/2026North Star Asset Management Inc.3,030$505K0.0%N/A0.001%
8/18/2026Empowered Funds LLC41,399$6.90M0.0%N/A0.009%
8/18/2026United Capital Financial Advisors LLC13,506$2.25M0.0%N/A0.003%
8/18/2026Equitable Holdings Inc.14,723$2.45M0.0%N/A0.003%
8/18/2026Coastal Bridge Advisors LLC3,925$654K0.0%N/A0.001%
8/18/2026Public Employees Retirement System of Ohio185,571$30.93M0.1%N/A0.039%
8/18/2026MASTERINVEST Kapitalanlage GmbH1,835$306K0.0%N/A0.000%


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 1,617 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 337,917,241 shares in the last 24 months. This purchase volume represents approximately $13.73B in transactions.

Of the 583 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), Robeco Institutional Asset Management B.V. ($1.59M), Nippon Life Insurance Co. ($1.31M), Ninety One UK Ltd ($1.18M), Ameriprise Financial Inc. ($1.07M), and Massachusetts Financial Services Co. MA ($1.01M).

Institutional investors have sold a total of 21,840,259 shares in the last 24 months. This volume of shares sold represents approximately $257.76M 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 10/9/2026. New 13F filings are added each quarter as they're published.
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