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, Q4 2021
Institutional positions in Willis Towers Watson PLC as of Dec 31, 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
- 583
- +22 vs. Q3 2021
- Shares held
- 114.2M
- −1.99M (−1.7%) vs. Q3 2021
- Total value
- $27.1B
- +$98.6M (+0.4%) vs. Q3 2021
- New holders
- 96
- 179 more added
- Sold out
- 74
- 212 more reduced
7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 1,740 | $413.0K | 0.00% | +922+112.7% | Added |
| Dakota Wealth Management | 1,724 | $409.0K | 0.04% | +594+52.6% | Added |
| Profund Advisors LLC | 1,718 | $408.0K | 0.01% | −75−4.2% | Reduced |
| Wellington Management Group LLP | 1,711 | $406.0K | 0.00% | +312+22.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,707 | $405.0K | 0.00% | +90+5.6% | Added |
| Family Firm, Inc. | 1,698 | $403.0K | 0.10% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,693 | $402.0K | 0.01% | +6+0.4% | Added |
| Mayflower Financial Advisors, LLC | 1,665 | $395.0K | 0.05% | −35−2.1% | Reduced |
| Davenport & Co LLC | 1,632 | $388.0K | 0.00% | −302−15.6% | Reduced |
| Siemens Fonds Invest GmbH | 1,634 | $387.0K | 0.03% | −5−0.3% | Reduced |
| TD Private Client Wealth LLC | 1,628 | $386.6K | 0.02% | +1,269+353.5% | Added |
| Intrust Bank NA | 1,605 | $381.0K | 0.05% | +35+2.2% | Added |
| Greenleaf Trust | 1,572 | $373.0K | 0.00% | −87−5.2% | Reduced |
| Modera Wealth Management, LLC | 1,562 | $371.0K | 0.01% | +1,562 | New |
| Riverpoint Wealth Management Holdings, LLC | 1,538 | $365.0K | 0.12% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,510 | $358.6K | 0.29% | +1,510 | New |
| Ieq Capital, LLC | 1,505 | $358.0K | 0.01% | +275+22.4% | Added |
| Fifth Third Bancorp | 1,509 | $358.0K | 0.00% | +324+27.3% | Added |
| Quantamental Technologies LLC | 1,504 | $357.0K | 0.18% | +1,504 | New |
| Dynamic Advisor Solutions LLC | 1,493 | $355.0K | 0.03% | +71+5.0% | Added |
| Desjardins Global Asset Management Inc. | 1,493 | $354.0K | 0.03% | +1,493 | New |
| Gateway Investment Advisers LLC | 1,480 | $351.0K | 0.00% | −71−4.6% | Reduced |
| Teza Capital Management LLC | 1,466 | $348.0K | 0.09% | +1,466 | New |
| Wetherby Asset Management Inc | 1,443 | $343.0K | 0.02% | −34−2.3% | Reduced |
| FDx Advisors, Inc. | 1,384 | $329.0K | 0.01% | +222+19.1% | Added |
| Cary Street Partner Investment Advisory LLC | 1,381 | $328.0K | 0.09% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 1,379 | $327.0K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,367 | $325.0K | 0.00% | 00.0% | Unchanged |
| Washington Capital Management Inc | 1,350 | $320.6K | 0.26% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,340 | $318.0K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,323 | $314.0K | 0.00% | −5,920−81.7% | Reduced |
| Corient Capital Partners, LLC | 1,318 | $313.0K | 0.02% | +54+4.3% | Added |
| Machina Capital S.A.S. | 1,300 | $309.0K | 0.75% | +1,300 | New |
| United Capital Financial Advisers, LLC | 1,294 | $307.0K | 0.00% | −11−0.8% | Reduced |
| Alhambra Investment Partners LLC | 1,260 | $299.0K | 0.21% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,251 | $297.0K | 0.04% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,236 | $294.0K | 0.01% | +1,236 | New |
| Sentry Investment Management LLC | 1,215 | $289.0K | 0.08% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 1,204 | $286.0K | 0.01% | −8−0.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,197 | $284.0K | 0.02% | +20+1.7% | Added |
| Gryphon Financial Partners LLC | 1,192 | $283.0K | 0.06% | −193−13.9% | Reduced |
| Pathstone Family Office, LLC | 1,180 | $281.0K | 0.01% | +83+7.6% | Added |
| United Asset Strategies, Inc. | 1,153 | $274.0K | 0.03% | −300−20.6% | Reduced |
| Avestar Capital, LLC | 1,142 | $272.0K | 0.05% | +129+12.7% | Added |
| Eagle Rock Investment Company, LLC | 1,135 | $270.0K | 0.05% | +1,135 | New |
| Lazard Asset Management LLC | 1,139 | $269.0K | 0.00% | +298+35.4% | Added |
| Veriti Management LLC | 1,129 | $268.0K | 0.03% | +53+4.9% | Added |
| Federated Hermes, Inc. | 1,130 | $268.0K | 0.00% | +738+188.3% | Added |
| CWM, LLC | 1,125 | $267.0K | 0.00% | +1,125 | New |
| Metis Global Partners, LLC | 1,126 | $267.0K | 0.07% | +1,126 | New |
| Symmetry Partners, LLC | 1,114 | $265.0K | 0.02% | 00.0% | Unchanged |
| Landaas & Co | 1,113 | $264.0K | 0.14% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 1,104 | $262.0K | 0.02% | +1,104 | New |
| JNBA Financial Advisors | 1,100 | $261.0K | 0.03% | −76−6.5% | Reduced |
| Two Sigma Securities, LLC | 1,075 | $255.0K | 0.05% | +1,075 | New |
| New England Guild Wealth Advisors, Inc. | 1,055 | $251.0K | 0.13% | 00.0% | Unchanged |
| Barings LLC | 1,049 | $249.0K | 0.01% | −138−11.6% | Reduced |
| Deseret Mutual Benefit Administrators | 1,042 | $248.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,044 | $248.0K | 0.06% | +864+480.0% | Added |
| Tradition Wealth Management, LLC | 1,016 | $241.0K | 0.03% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,012 | $240.0K | 0.23% | +1,012 | New |
| Peapack Gladstone Financial Corp | 1,000 | $237.0K | 0.00% | 00.0% | Unchanged |
| Conning Inc. | 989 | $235.0K | 0.01% | −61−5.8% | Reduced |
| Diversified Trust Co | 987 | $234.0K | 0.01% | −405−29.1% | Reduced |
| Garrison Asset Management, LLC | 932 | $221.0K | 0.12% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 925 | $219.0K | 0.02% | +925 | New |
| Horizon Investments, LLC | 912 | $217.0K | 0.01% | +912 | New |
| 44 Wealth Management LLC | 905 | $215.0K | 0.07% | +905 | New |
| State of Wyoming | 901 | $214.0K | 0.10% | +742+466.7% | Added |
| Cetera Advisor Networks LLC | 896 | $213.0K | 0.00% | +896 | New |
| Delphia (USA) Inc. | 897 | $213.0K | 0.23% | +897 | New |
| Inscription Capital, LLC | 881 | $210.0K | 0.06% | 00.0% | Unchanged |
| Forum Financial Management, LP | 886 | $210.0K | 0.01% | +886 | New |
| Sentinel Trust Co Lba | 878 | $209.0K | 0.03% | +878 | New |
| DuPont Capital Management Corp | 876 | $208.0K | 0.01% | +876 | New |
| Mather Group, LLC. | 864 | $205.0K | 0.00% | +864 | New |
| Engine No. 1 LLC | 853 | $203.0K | 0.04% | +853 | New |
| Shelton Capital Management | 841 | $200.0K | 0.01% | +841 | New |
| William Blair Investment Management, LLC | 844 | $200.0K | 0.00% | +844 | New |
| Total Clarity Wealth Management, Inc. | 832 | $198.0K | 0.09% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 750 | $175.0K | 0.00% | +750 | New |
| Copeland Capital Management, LLC | 685 | $163.0K | 0.00% | +578+540.2% | Added |
| Parallel Advisors, LLC | 668 | $159.0K | 0.01% | +50+8.1% | Added |
| Brewin Dolphin Wealth Management Ltd | 620 | $147.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 597 | $142.0K | 0.01% | +597 | New |
| Meeder Asset Management Inc | 591 | $140.0K | 0.01% | +109+22.6% | Added |
| Umb Bank N A | 587 | $140.0K | 0.00% | +587 | New |
| Penserra Capital Management LLC | 573 | $136.0K | 0.00% | +110+23.8% | Added |
| Veritas Investment Partners (UK) Ltd. | 566 | $134.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 457 | $108.5K | 0.08% | +457 | New |
| Signaturefd, LLC | 433 | $103.0K | 0.00% | +82+23.4% | Added |
| Alpha Paradigm Partners, LLC | 434 | $103.0K | 0.04% | +83+23.6% | Added |
| Quadrant Capital Group LLC | 400 | $95.0K | 0.01% | −5−1.2% | Reduced |
| IFP Advisors, Inc | 324 | $78.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 308 | $73.0K | 0.00% | −7,644−96.1% | Reduced |
| Gables Capital Management Inc. | 227 | $54.0K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 214 | $51.0K | 0.03% | +214 | New |
| Geneos Wealth Management Inc. | 200 | $47.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 151 | $36.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 141 | $34.0K | 0.00% | +141 | New |