Willis Towers Watson PLC
WTW- Exchange
- Nasdaq
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001140536
In the last 90 days, Willis Towers Watson PLC insiders filed 0 open-market purchases and 1 sale; 696 institutions reported holding it in 13F filings for Q2 2026, worth $24.7B in total; superinvestors Harris Associates (Oakmark) and Abrams Capital hold it.
13F holders, Q3 2021
Institutional positions in Willis Towers Watson PLC as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 568
- +18 vs. Q2 2021
- Shares held
- 116.2M
- −2.42M (−2.0%) vs. Q2 2021
- Total value
- $27.0B
- −$258.5M (−0.9%) vs. Q2 2021
- New holders
- 108
- 192 more added
- Sold out
- 90
- 179 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WTW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 696 | $24.7B |
| Q1 2026 | 724 | $27.2B |
| Q4 2025 | 751 | $31.0B |
| Q3 2025 | 730 | $31.6B |
| Q2 2025 | 724 | $28.5B |
| Q1 2025 | 760 | $31.6B |
| Q4 2024 | 709 | $29.6B |
| Q3 2024 | 672 | $27.5B |
| Q2 2024 | 654 | $24.7B |
| Q1 2024 | 664 | $26.1B |
| Q4 2023 | 632 | $23.0B |
| Q3 2023 | 562 | $20.1B |
| Q2 2023 | 584 | $22.8B |
| Q1 2023 | 612 | $22.9B |
| Q4 2022 | 600 | $24.7B |
| Q3 2022 | 568 | $20.7B |
| Q2 2022 | 579 | $20.4B |
| Q1 2022 | 553 | $24.8B |
| Q4 2021 | 583 | $27.1B |
| Q3 2021 | 568 | $27.0B |
| Q2 2021 | 556 | $27.3B |
| Q1 2021 | 548 | $27.5B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 2 | $0 | 0.00% | −22−91.7% | Reduced |
| Albion Financial Group | 2 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $464 | 0.00% | – | – |
| BBVA USA | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 3 | $1.00K | 0.00% | +3 | New |
| Wolverine Asset Management LLC | 12 | $2.00K | 0.00% | −25,597−100.0% | Reduced |
| Simplex Trading, LLC | 12 | $2.00K | 0.00% | −25−67.6% | Reduced |
| Evoke Wealth, LLC | 9 | $2.00K | 0.00% | −11−55.0% | Reduced |
| HighMark Wealth Management LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 9 | $2.00K | 0.00% | +9 | New |
| American Portfolios Advisors | 9 | $2.09K | 0.00% | +2+28.6% | Added |
| Sutton Wealth Advisors Inc. | 10 | $2.33K | 0.00% | −1−9.1% | Reduced |
| Creative Financial Designs Inc | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 15 | $3.00K | 0.00% | +15 | New |
| MCF Advisors LLC | 11 | $3.00K | 0.00% | +11 | New |
| West Paces Advisors Inc. | 15 | $3.49K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 17 | $3.96K | 0.00% | +17 | New |
| Fieldpoint Private Securities, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 17 | $4.00K | 0.00% | +17 | New |
| Resolute Partners Group | 23 | $5.00K | 0.00% | −8−25.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 20 | $5.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 25 | $5.81K | 0.00% | +4+19.0% | Added |
| Smithfield Trust Co | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $6.00K | 0.00% | +26 | New |
| Atlas Capital Advisors LLC | 29 | $6.74K | 0.00% | +20+222.2% | Added |
| MV Capital Management, Inc. | 30 | $7.00K | 0.00% | +12+66.7% | Added |
| Howe & Rusling Inc | 38 | $9.00K | 0.00% | −7−15.6% | Reduced |
| Zions Bancorporation, N.A. | 38 | $9.00K | 0.00% | −6−13.6% | Reduced |
| Gemmer Asset Management LLC | 39 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 41 | $10.0K | 0.00% | −7−14.6% | Reduced |
| Annapolis Financial Services, LLC | 41 | $10.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 50 | $11.0K | 0.00% | +50 | New |
| TCI Wealth Advisors, Inc. | 51 | $12.0K | 0.00% | +14+37.8% | Added |
| South State Corp. | 50 | $12.0K | 0.00% | +50 | New |
| Spire Wealth Management | 55 | $13.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 54 | $13.0K | 0.00% | +54 | New |
| JJJ Advisors Inc. | 61 | $14.0K | 0.00% | −22−26.5% | Reduced |
| Tarbox Family Office, Inc. | 61 | $14.0K | 0.00% | −5−7.6% | Reduced |
| Massmutual Trust Co FSB | 61 | $14.0K | 0.00% | +29+90.6% | Added |
| SOA Wealth Advisors, LLC. | 73 | $16.0K | 0.00% | −9−11.0% | Reduced |
| Earnest Partners LLC | 67 | $16.0K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 70 | $16.0K | 0.01% | +70 | New |
| Highlander Capital Management, LLC | 75 | $17.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 75 | $17.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 76 | $18.0K | 0.00% | +76 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 80 | $18.6K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 84 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 93 | $22.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 103 | $24.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 109 | $25.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 107 | $25.0K | 0.00% | +6+5.9% | Added |
| First Horizon Advisors, Inc. | 108 | $25.0K | 0.00% | +40+58.8% | Added |
| Copeland Capital Management, LLC | 107 | $25.0K | 0.00% | +107 | New |
| Eagle Bay Advisors LLC | 114 | $26.0K | 0.02% | +31+37.3% | Added |
| Clearstead Advisors, LLC | 112 | $26.0K | 0.00% | +105+1,500.0% | Added |
| Glen Eagle Advisors, LLC | 115 | $26.7K | 0.01% | −7−5.7% | Reduced |
| Heritage Wealth Advisors | 139 | $32.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 141 | $33.0K | 0.01% | −4−2.8% | Reduced |
| Investors Research Corp | 151 | $35.0K | 0.01% | 00.0% | Unchanged |
| First Mercantile Trust Co | 160 | $37.0K | 0.00% | −5−3.0% | Reduced |
| State of Wyoming | 159 | $37.0K | 0.02% | +159 | New |
| Parkside Financial Bank & Trust | 180 | $42.0K | 0.01% | −5−2.7% | Reduced |
| Exane Derivatives | 188 | $43.7K | 0.01% | +188 | New |
| Geneos Wealth Management Inc. | 200 | $48.0K | 0.00% | +200 | New |
| Gables Capital Management Inc. | 227 | $53.0K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 237 | $55.0K | 0.00% | +27+12.9% | Added |
| CX Institutional | 270 | $63.0K | 0.01% | +72+36.4% | Added |
| IFP Advisors, Inc | 324 | $76.0K | 0.00% | −2−0.6% | Reduced |
| Washington Trust Co | 338 | $79.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 351 | $82.0K | 0.00% | +16+4.8% | Added |
| Alpha Paradigm Partners, LLC | 351 | $82.0K | 0.03% | +351 | New |
| TD Private Client Wealth LLC | 359 | $83.5K | 0.00% | −22−5.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 385 | $89.0K | 0.00% | +66+20.7% | Added |
| Federated Hermes, Inc. | 392 | $91.0K | 0.00% | −654−62.5% | Reduced |
| Quadrant Capital Group LLC | 405 | $94.0K | 0.01% | −17−4.0% | Reduced |
| Penserra Capital Management LLC | 463 | $107.0K | 0.00% | +45+10.8% | Added |
| Meeder Asset Management Inc | 482 | $112.0K | 0.01% | −182−27.4% | Reduced |
| Berman Capital Advisors, LLC | 485 | $112.0K | 0.02% | +167+52.5% | Added |
| Veritas Investment Partners (UK) Ltd. | 566 | $132.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 618 | $144.0K | 0.01% | +78+14.4% | Added |
| Brewin Dolphin Wealth Management Ltd | 620 | $144.1K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 656 | $152.0K | 0.07% | −3,924−85.7% | Reduced |
| Cubist Systematic Strategies, LLC | 754 | $175.0K | 0.00% | −24,586−97.0% | Reduced |
| Walleye Trading LLC | 782 | $182.0K | 0.00% | −39,729−98.1% | Reduced |
| Bessemer Group Inc | 818 | $190.0K | 0.00% | +15+1.9% | Added |
| Total Clarity Wealth Management, Inc. | 832 | $193.0K | 0.09% | +832 | New |