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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 112 | $26.0K | 0.00% | +105+1,500.0% | Added |
| 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 |
| Harbour Investments, Inc. | 103 | $24.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 93 | $22.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 84 | $20.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 80 | $18.6K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 76 | $18.0K | 0.00% | +76 | 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 |
| 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 |
| 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 |
| Spire Wealth Management | 55 | $13.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 54 | $13.0K | 0.00% | +54 | New |
| TCI Wealth Advisors, Inc. | 51 | $12.0K | 0.00% | +14+37.8% | Added |
| South State Corp. | 50 | $12.0K | 0.00% | +50 | New |
| FourThought Financial, LLC | 50 | $11.0K | 0.00% | +50 | New |
| 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 |
| 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 |
| MV Capital Management, Inc. | 30 | $7.00K | 0.00% | +12+66.7% | Added |
| Atlas Capital Advisors LLC | 29 | $6.74K | 0.00% | +20+222.2% | 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 |
| Raffa Wealth Management, LLC | 25 | $5.81K | 0.00% | +4+19.0% | Added |
| 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 |
| Fieldpoint Private Securities, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 17 | $4.00K | 0.00% | +17 | New |
| Bartlett & Co. Wealth Management LLC | 17 | $3.96K | 0.00% | +17 | New |
| West Paces Advisors Inc. | 15 | $3.49K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sutton Wealth Advisors Inc. | 10 | $2.33K | 0.00% | −1−9.1% | Reduced |
| American Portfolios Advisors | 9 | $2.09K | 0.00% | +2+28.6% | Added |
| 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 |
| 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 |
| WestEnd Advisors, LLC | – | $464 | 0.00% | – | – |
| 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 |
| Longview Partners (Guernsey) LTD | 0 | $0 | 0.00% | −2,600,487−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −1,959,844−100.0% | Sold out |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −1,194,739−100.0% | Sold out |
| PSquared Asset Management AG | 0 | $0 | 0.00% | −944,884−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −694,939−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −558,520−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −450,986−100.0% | Sold out |
| Water Island Capital LLC | 0 | $0 | 0.00% | −427,516−100.0% | Sold out |
| Falcon Edge Capital, LP | 0 | $0 | 0.00% | −332,667−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −325,000−100.0% | Sold out |
| Hunting Hill Global Capital, LLC | 0 | $0 | 0.00% | −297,396−100.0% | Sold out |
| Omni Partners US LLC | 0 | $0 | 0.00% | −279,651−100.0% | Sold out |
| Boussard & Gavaudan Investment Management LLP | 0 | $0 | 0.00% | −230,171−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −213,972−100.0% | Sold out |
| Spring Creek Capital LLC | 0 | $0 | 0.00% | −207,925−100.0% | Sold out |
| Davide Leone & Partners Investment Co Ltd. | 0 | $0 | 0.00% | −194,502−100.0% | Sold out |
| Samson Rock Capital LLP | 0 | $0 | 0.00% | −192,291−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −166,615−100.0% | Sold out |
| Tibra Equities Europe Ltd | 0 | $0 | 0.00% | −155,102−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −150,491−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −149,605−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −130,878−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −108,615−100.0% | Sold out |
| Sand Grove Capital Management LLP | 0 | $0 | 0.00% | −72,760−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −70,209−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −61,314−100.0% | Sold out |
| Redwood Capital Management, LLC | 0 | $0 | 0.00% | −52,482−100.0% | Sold out |
| Angelo Gordon & Co., L.P. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Scoggin Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −41,056−100.0% | Sold out |
| Pentwater Capital Management LP | 0 | $0 | 0.00% | −39,732−100.0% | Sold out |
| Aryeh Capital Management Ltd. | 0 | $0 | 0.00% | −35,700−100.0% | Sold out |