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 |
|---|---|---|---|---|---|
| Rappaport Reiches Capital Management, LLC | 1,908 | $443.5K | 0.44% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 1,902 | $442.0K | 0.08% | −5,000−72.4% | Reduced |
| American Century Companies Inc | 1,855 | $431.0K | 0.00% | +367+24.7% | Added |
| Cresset Asset Management, LLC | 1,831 | $428.0K | 0.01% | +151+9.0% | Added |
| Mayflower Financial Advisors, LLC | 1,700 | $422.0K | 0.06% | +17+1.0% | Added |
| Profund Advisors LLC | 1,793 | $417.0K | 0.01% | −92−4.9% | Reduced |
| Regions Financial Corp | 1,794 | $417.0K | 0.00% | +134+8.1% | Added |
| Kestra Advisory Services, LLC | 1,793 | $417.0K | 0.00% | +1,793 | New |
| Family Firm, Inc. | 1,698 | $415.0K | 0.11% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,773 | $412.0K | 0.03% | +1,773 | New |
| BancorpSouth Bank | 1,762 | $410.0K | 0.06% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,744 | $405.0K | 0.09% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,693 | $394.0K | 0.00% | +690+68.8% | Added |
| Integrated Investment Consultants, LLC | 1,691 | $393.0K | 0.12% | +474+38.9% | Added |
| First Hawaiian Bank | 1,694 | $393.0K | 0.02% | +1,694 | New |
| Cetera Investment Advisers | 1,687 | $392.0K | 0.01% | +1,687 | New |
| Cornerstone Investment Partners, LLC | 1,680 | $391.0K | 0.02% | +55+3.4% | Added |
| Greenleaf Trust | 1,659 | $386.0K | 0.00% | −16−1.0% | Reduced |
| Siemens Fonds Invest GmbH | 1,639 | $381.0K | 0.03% | +1,639 | New |
| Northwestern Mutual Wealth Management Co | 1,617 | $376.0K | 0.00% | −14−0.9% | Reduced |
| Intrust Bank NA | 1,570 | $365.0K | 0.05% | −230−12.8% | Reduced |
| Gateway Investment Advisers LLC | 1,551 | $361.0K | 0.00% | −38−2.4% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,538 | $358.0K | 0.13% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,477 | $343.0K | 0.02% | −33−2.2% | Reduced |
| United Asset Strategies, Inc. | 1,453 | $338.0K | 0.04% | −1,400−49.1% | Reduced |
| Dynamic Advisor Solutions LLC | 1,422 | $330.0K | 0.02% | +1,422 | New |
| Wellington Management Group LLP | 1,399 | $325.0K | 0.00% | −8,022−85.2% | Reduced |
| Brinker Capital Investments, LLC | 1,412 | $325.0K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 1,392 | $324.0K | 0.01% | +1,392 | New |
| First Republic Investment Management, Inc. | 1,386 | $322.0K | 0.00% | +1,386 | New |
| Cary Street Partner Investment Advisory LLC | 1,381 | $321.0K | 0.11% | +69+5.3% | Added |
| Illinois Municipal Retirement Fund | 1,379 | $321.0K | 0.01% | +1,379 | New |
| Gryphon Financial Partners LLC | 1,385 | $321.0K | 0.07% | +1,385 | New |
| Cohen & Steers, Inc. | 1,367 | $318.0K | 0.00% | 00.0% | Unchanged |
| Washington Capital Management Inc | 1,350 | $313.8K | 0.28% | +1,350 | New |
| Capital Analysts, LLC | 1,340 | $311.0K | 0.02% | +1,340 | New |
| United Capital Financial Advisers, LLC | 1,305 | $303.0K | 0.00% | −137−9.5% | Reduced |
| Corient Capital Partners, LLC | 1,264 | $294.0K | 0.02% | +12+1.0% | Added |
| Alhambra Investment Partners LLC | 1,260 | $293.0K | 0.22% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,251 | $291.0K | 0.04% | +83+7.1% | Added |
| Ieq Capital, LLC | 1,230 | $286.0K | 0.01% | +1,230 | New |
| Sentry Investment Management LLC | 1,215 | $282.0K | 0.08% | −177−12.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,212 | $282.0K | 0.01% | 00.0% | Unchanged |
| Barings LLC | 1,187 | $276.0K | 0.01% | +1,187 | New |
| Fifth Third Bancorp | 1,185 | $275.0K | 0.00% | +176+17.4% | Added |
| Tokio Marine Asset Management Co Ltd | 1,177 | $274.0K | 0.02% | +224+23.5% | Added |
| JNBA Financial Advisors | 1,176 | $273.0K | 0.04% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,114 | $271.0K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,162 | $270.0K | 0.01% | +1,162 | New |
| CIBC World Markets Inc. | 1,140 | $265.0K | 0.00% | +1,140 | New |
| Dakota Wealth Management | 1,130 | $263.0K | 0.03% | +1,130 | New |
| Landaas & Co | 1,113 | $259.0K | 0.15% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 1,097 | $255.0K | 0.01% | +117+11.9% | Added |
| Veriti Management LLC | 1,076 | $250.0K | 0.04% | +1,076 | New |
| New England Guild Wealth Advisors, Inc. | 1,055 | $245.0K | 0.13% | 00.0% | Unchanged |
| Conning Inc. | 1,050 | $244.0K | 0.01% | −250−19.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,042 | $242.0K | 0.04% | +602+136.8% | Added |
| Carlson Capital Management | 1,022 | $238.0K | 0.03% | −1−0.1% | Reduced |
| Tradition Wealth Management, LLC | 1,016 | $236.0K | 0.03% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,013 | $235.0K | 0.05% | +1,013 | New |
| Peapack Gladstone Financial Corp | 1,000 | $232.0K | 0.00% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 940 | $219.0K | 0.00% | −113,816−99.2% | Reduced |
| Victory Capital Management Inc | 936 | $218.0K | 0.00% | −11−1.2% | Reduced |
| Garrison Asset Management, LLC | 932 | $217.0K | 0.13% | −25−2.6% | Reduced |
| Assenagon Asset Management S.A. | 930 | $216.0K | 0.00% | +930 | New |
| 1832 Asset Management L.P. | 912 | $210.0K | 0.00% | +912 | New |
| Inscription Capital, LLC | 881 | $206.0K | 0.06% | +881 | New |
| Lazard Asset Management LLC | 841 | $195.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 832 | $193.0K | 0.09% | +832 | New |
| Bessemer Group Inc | 818 | $190.0K | 0.00% | +15+1.9% | Added |
| Walleye Trading LLC | 782 | $182.0K | 0.00% | −39,729−98.1% | Reduced |
| Cubist Systematic Strategies, LLC | 754 | $175.0K | 0.00% | −24,586−97.0% | Reduced |
| FNY Investment Advisers, LLC | 656 | $152.0K | 0.07% | −3,924−85.7% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 620 | $144.1K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 618 | $144.0K | 0.01% | +78+14.4% | Added |
| Veritas Investment Partners (UK) Ltd. | 566 | $132.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Penserra Capital Management LLC | 463 | $107.0K | 0.00% | +45+10.8% | Added |
| Quadrant Capital Group LLC | 405 | $94.0K | 0.01% | −17−4.0% | Reduced |
| Federated Hermes, Inc. | 392 | $91.0K | 0.00% | −654−62.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 385 | $89.0K | 0.00% | +66+20.7% | Added |
| TD Private Client Wealth LLC | 359 | $83.5K | 0.00% | −22−5.8% | Reduced |
| Signaturefd, LLC | 351 | $82.0K | 0.00% | +16+4.8% | Added |
| Alpha Paradigm Partners, LLC | 351 | $82.0K | 0.03% | +351 | New |
| Washington Trust Co | 338 | $79.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 324 | $76.0K | 0.00% | −2−0.6% | Reduced |
| CX Institutional | 270 | $63.0K | 0.01% | +72+36.4% | Added |
| Exchange Traded Concepts, LLC | 237 | $55.0K | 0.00% | +27+12.9% | Added |
| Gables Capital Management Inc. | 227 | $53.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 200 | $48.0K | 0.00% | +200 | New |
| Exane Derivatives | 188 | $43.7K | 0.01% | +188 | New |
| Parkside Financial Bank & Trust | 180 | $42.0K | 0.01% | −5−2.7% | Reduced |
| First Mercantile Trust Co | 160 | $37.0K | 0.00% | −5−3.0% | Reduced |
| State of Wyoming | 159 | $37.0K | 0.02% | +159 | New |
| Investors Research Corp | 151 | $35.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 141 | $33.0K | 0.01% | −4−2.8% | Reduced |
| Heritage Wealth Advisors | 139 | $32.3K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 115 | $26.7K | 0.01% | −7−5.7% | Reduced |
| Eagle Bay Advisors LLC | 114 | $26.0K | 0.02% | +31+37.3% | Added |