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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 143 | $34.0K | 0.00% | +143 | New |
| Lindbrook Capital, LLC | 140 | $33.0K | 0.01% | −1−0.7% | Reduced |
| Heritage Wealth Advisors | 139 | $33.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 127 | $30.0K | 0.00% | +20+18.7% | Added |
| Glen Eagle Advisors, LLC | 115 | $27.3K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 109 | $26.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 101 | $24.0K | 0.00% | +46+83.6% | Added |
| Repertoire Partners LP | 100 | $24.0K | 0.02% | +100 | New |
| Harbor Investment Advisory, LLC | 93 | $22.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 92 | $22.0K | 0.01% | +92 | New |
| Amplius Wealth Advisors, LLC | 93 | $22.0K | 0.00% | +93 | New |
| Farmers & Merchants Investments Inc | 84 | $20.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 84 | $20.0K | 0.00% | +84 | New |
| Optiver Holding B.V. | 76 | $18.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 75 | $18.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 75 | $18.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 73 | $17.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 67 | $16.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 67 | $16.0K | 0.00% | +29+76.3% | Added |
| Northwest Investment Counselors, LLC | 66 | $16.0K | 0.00% | +66 | New |
| Eagle Bay Advisors LLC | 65 | $15.0K | 0.01% | −49−43.0% | Reduced |
| TFC Financial Management | 65 | $15.0K | 0.00% | +65 | New |
| JJJ Advisors Inc. | 61 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 61 | $14.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 54 | $13.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 56 | $13.0K | 0.00% | +5+9.8% | Added |
| South State Corp. | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 48 | $11.0K | 0.00% | +10+26.3% | Added |
| MV Capital Management, Inc. | 47 | $11.0K | 0.00% | +17+56.7% | Added |
| Seldon Capital LP | 47 | $11.0K | 0.01% | +47 | New |
| Private Capital Group, LLC | 41 | $10.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 41 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 43 | $9.00K | 0.00% | −65−60.2% | Reduced |
| Gemmer Asset Management LLC | 39 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 30 | $8.00K | 0.00% | +30 | New |
| Atlas Capital Advisors LLC | 29 | $6.89K | 0.00% | 00.0% | Unchanged |
| 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% | 00.0% | Unchanged |
| Arlington Partners LLC | 25 | $6.00K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 25 | $5.94K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 20 | $5.00K | 0.00% | −41−67.2% | 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 |
| Fortitude Advisory Group L.L.C. | 20 | $5.00K | 0.00% | +20 | New |
| TD Waterhouse Canada Inc. | 17 | $4.06K | 0.00% | +17 | New |
| Fieldpoint Private Securities, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 16 | $4.00K | 0.00% | +16 | New |
| Schubert & Co | 15 | $4.00K | 0.00% | +15 | New |
| Quent Capital, LLC | 17 | $4.00K | 0.00% | +17 | New |
| West Paces Advisors Inc. | 15 | $3.56K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 11 | $3.00K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 11 | $3.00K | 0.00% | +2+22.2% | Added |
| Sutton Wealth Advisors Inc. | 10 | $2.38K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Covestor Ltd | 7 | $2.00K | 0.00% | +7 | New |
| American Portfolios Advisors | 7 | $1.66K | 0.00% | −2−22.2% | Reduced |
| Harbour Investments, Inc. | 3 | $1.00K | 0.00% | −100−97.1% | Reduced |
| HM Payson & Co | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Carolinas Wealth Consulting LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Column Capital Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Signet Financial Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | +5 | New |
| Newbridge Financial Services Group, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Snowden Capital Advisors LLC | 6 | $1.00K | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 1 | $237 | 0.00% | – | – |
| Carroll Financial Associates, Inc. | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| USA Financial Portformulas Corp | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Addison Advisors LLC | 2 | $0 | 0.00% | +2 | New |
| Curi Capital | 3 | $0 | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,373,000−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −836,998−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −532,559−100.0% | Sold out |
| Alpine Associates Management Inc. | 0 | $0 | 0.00% | −267,049−100.0% | Sold out |
| Empyrean Capital Partners, LP | 0 | $0 | 0.00% | −265,000−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −221,849−100.0% | Sold out |
| Taconic Capital Advisors LP | 0 | $0 | 0.00% | −169,500−100.0% | Sold out |
| Permian Investment Partners, LP | 0 | $0 | 0.00% | −144,080−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −125,451−100.0% | Sold out |
| Sunriver Management LLC | 0 | $0 | 0.00% | −120,468−100.0% | Sold out |
| CQS (US), LLC | 0 | $0 | 0.00% | −116,944−100.0% | Sold out |
| Jet Capital Investors L P | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −89,903−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −87,143−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Brahman Capital Corp. | 0 | $0 | 0.00% | −76,956−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −75,767−100.0% | Sold out |