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, Q2 2022
Institutional positions in Willis Towers Watson PLC as of Jun 30, 2022. 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
- 579
- +31 vs. Q1 2022
- Shares held
- 103.2M
- −1.33M (−1.3%) vs. Q1 2022
- Total value
- $20.4B
- −$4.30B (−17.4%) vs. Q1 2022
- New holders
- 86
- 185 more added
- Sold out
- 55
- 225 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 264 | $52.0K | 0.01% | +264 | New |
| Ellevest, Inc. | 279 | $55.0K | 0.01% | +185+196.8% | Added |
| IFP Advisors, Inc | 412 | $66.0K | 0.00% | −328−44.3% | Reduced |
| Spire Wealth Management | 369 | $73.0K | 0.00% | +314+570.9% | Added |
| Washington Trust Advisors, Inc. | 394 | $78.0K | 0.01% | −206−34.3% | Reduced |
| New Millennium Group LLC | 412 | $81.0K | 0.08% | +412 | New |
| Quadrant Capital Group LLC | 426 | $84.0K | 0.01% | +50+13.3% | Added |
| PFS Partners, LLC | 457 | $90.2K | 0.09% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 459 | $91.0K | 0.00% | +459 | New |
| Level Financial Advisors, Inc. | 500 | $99.0K | 0.07% | +500 | New |
| Total Clarity Wealth Management, Inc. | 508 | $100.0K | 0.05% | +508 | New |
| Penserra Capital Management LLC | 528 | $104.0K | 0.00% | −80−13.2% | Reduced |
| Signaturefd, LLC | 551 | $109.0K | 0.00% | +23+4.4% | Added |
| Veritas Investment Partners (UK) Ltd. | 566 | $112.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 761 | $150.0K | 0.09% | +58+8.3% | Added |
| First Horizon Advisors, Inc. | 818 | $161.0K | 0.01% | −16−1.9% | Reduced |
| Sentry Investment Management LLC | 870 | $172.0K | 0.08% | −170−16.3% | Reduced |
| JNBA Financial Advisors | 900 | $178.0K | 0.03% | −75−7.7% | Reduced |
| Federated Hermes, Inc. | 916 | $181.0K | 0.00% | +588+179.3% | Added |
| Copeland Capital Management, LLC | 985 | $194.0K | 0.01% | +317+47.5% | Added |
| Deseret Mutual Benefit Administrators | 1,002 | $198.0K | 0.04% | +8+0.8% | Added |
| Tradition Wealth Management, LLC | 1,016 | $201.0K | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,020 | $201.0K | 0.01% | +1,020 | New |
| Integrated Investment Consultants, LLC | 1,029 | $203.0K | 0.07% | −524−33.7% | Reduced |
| New England Guild Wealth Advisors, Inc. | 1,055 | $208.0K | 0.13% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 1,068 | $211.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,110 | $219.0K | 0.01% | +54+5.1% | Added |
| Landaas & Co | 1,113 | $220.0K | 0.14% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,114 | $220.0K | 0.01% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,126 | $222.0K | 0.06% | +93+9.0% | Added |
| Eagle Rock Investment Company, LLC | 1,135 | $224.0K | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,130 | $225.0K | 0.00% | −782−40.9% | Reduced |
| Stoneridge Investment Partners LLC | 1,150 | $227.0K | 0.12% | +1,150 | New |
| Summit Trail Advisors, LLC | 1,145 | $227.0K | 0.01% | +1,145 | New |
| United Asset Strategies, Inc. | 1,153 | $228.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,191 | $235.0K | 0.01% | −470−28.3% | Reduced |
| Lazard Asset Management LLC | 1,195 | $235.0K | 0.00% | −14−1.2% | Reduced |
| Corient Capital Partners, LLC | 1,197 | $236.0K | 0.02% | −301−20.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,197 | $237.0K | 0.02% | +317+36.0% | Added |
| Buckingham Strategic Wealth, LLC | 1,204 | $238.0K | 0.00% | −5−0.4% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 1,100 | $239.0K | 0.03% | +550+100.0% | Added |
| Caxton Associates LP | 1,216 | $240.0K | 0.03% | +1,216 | New |
| Wetherby Asset Management Inc | 1,221 | $241.0K | 0.02% | −164−11.8% | Reduced |
| XTX Topco Ltd | 1,232 | $243.0K | 0.10% | −463−27.3% | Reduced |
| Alhambra Investment Partners LLC | 1,260 | $249.0K | 0.18% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,276 | $252.0K | 0.04% | +6+0.5% | Added |
| Parallel Advisors, LLC | 1,290 | $255.0K | 0.01% | +482+59.7% | Added |
| Mayflower Financial Advisors, LLC | 1,318 | $260.0K | 0.04% | −96−6.8% | Reduced |
| Cetera Advisor Networks LLC | 1,315 | $260.0K | 0.00% | +265+25.2% | Added |
| Capital Analysts, LLC | 1,320 | $261.0K | 0.02% | −15−1.1% | Reduced |
| Fifth Third Bancorp | 1,352 | $267.0K | 0.00% | −546−28.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,381 | $273.0K | 0.02% | −205−12.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,389 | $274.0K | 0.02% | +98+7.6% | Added |
| Ground Swell Capital, LLC | 1,394 | $275.0K | 0.50% | +1,394 | New |
| CWM, LLC | 1,405 | $277.0K | 0.00% | −15−1.1% | Reduced |
| Cohen & Steers, Inc. | 1,403 | $277.0K | 0.00% | +36+2.6% | Added |
| 44 Wealth Management LLC | 1,414 | $279.0K | 0.11% | +6+0.4% | Added |
| Intrust Bank NA | 1,419 | $280.0K | 0.04% | −405−22.2% | Reduced |
| Avestar Capital, LLC | 1,432 | $283.0K | 0.08% | +247+20.8% | Added |
| Pathstone Family Office, LLC | 1,451 | $286.5K | 0.01% | +333+29.8% | Added |
| Siemens Fonds Invest GmbH | 1,452 | $287.0K | 0.03% | −170−10.5% | Reduced |
| Cigna Investments Inc | 1,468 | $289.0K | 0.06% | −702−32.4% | Reduced |
| Bessemer Group Inc | 1,470 | $290.0K | 0.00% | −287−16.3% | Reduced |
| HighVista Strategies LLC | 1,474 | $291.0K | 0.18% | +1,474 | New |
| Qtron Investments LLC | 1,504 | $297.0K | 0.07% | +1,504 | New |
| Cladis Investment Advisory, LLC | 1,510 | $298.1K | 0.30% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 1,539 | $304.0K | 0.12% | 00.0% | Unchanged |
| Regions Financial Corp | 1,546 | $305.0K | 0.00% | −172−10.0% | Reduced |
| Cetera Investment Advisers | 1,579 | $312.0K | 0.00% | −104−6.2% | Reduced |
| FDx Advisors, Inc. | 1,581 | $312.0K | 0.01% | +138+9.6% | Added |
| Exchange Traded Concepts, LLC | 1,588 | $313.0K | 0.01% | +405+34.2% | Added |
| KB Financial Partners, LLC | 1,619 | $320.0K | 0.11% | +1,619 | New |
| Dynamic Advisor Solutions LLC | 1,644 | $325.0K | 0.02% | +115+7.5% | Added |
| Greenleaf Trust | 1,652 | $326.0K | 0.00% | +34+2.1% | Added |
| Dynamic Technology Lab Private Ltd | 1,661 | $328.0K | 0.04% | +33+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,686 | $333.0K | 0.00% | +56+3.4% | Added |
| Family Firm, Inc. | 1,698 | $335.0K | 0.10% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1,735 | $342.0K | 0.09% | +1,735 | New |
| Lincoln National Corp | 1,741 | $344.0K | 0.01% | +1,741 | New |
| DHJJ Financial Advisors, Ltd. | 1,752 | $346.0K | 0.19% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,751 | $346.0K | 0.09% | +5+0.3% | Added |
| Davenport & Co LLC | 1,767 | $349.0K | 0.00% | +15+0.9% | Added |
| Ieq Capital, LLC | 1,790 | $353.0K | 0.01% | +171+10.6% | Added |
| Coldstream Capital Management Inc | 1,792 | $354.0K | 0.01% | −18−1.0% | Reduced |
| Bokf, NA | 1,801 | $355.0K | 0.01% | +522+40.8% | Added |
| Banque Cantonale Vaudoise | 1,800 | $355.0K | 0.02% | +1,800 | New |
| Saxon Interests, Inc. | 1,831 | $361.0K | 0.22% | +1,831 | New |
| TD Private Client Wealth LLC | 1,844 | $364.0K | 0.02% | −161−8.0% | Reduced |
| Fox Run Management, L.L.C. | 1,869 | $369.0K | 0.18% | +1,869 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,882 | $371.0K | 0.02% | +19+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,887 | $372.0K | 0.00% | −143−7.0% | Reduced |
| Mercer Global Advisors Inc | 1,899 | $375.0K | 0.00% | +121+6.8% | Added |
| Rappaport Reiches Capital Management, LLC | 1,910 | $377.0K | 0.19% | +2+0.1% | Added |
| James Hambro & Partners | 1,920 | $379.0K | 0.03% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 1,928 | $381.0K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,942 | $384.0K | 0.04% | +1,942 | New |
| Ontario Teachers Pension Plan Board | 1,960 | $387.0K | 0.01% | +216+12.4% | Added |
| Wellington Management Group LLP | 2,011 | $397.0K | 0.00% | −91−4.3% | Reduced |
| Central Trust Co | 2,012 | $397.0K | 0.01% | +2,012 | New |
| Metis Global Partners, LLC | 2,044 | $404.0K | 0.06% | +72+3.7% | Added |