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 |
|---|---|---|---|---|---|
| Lincoln National Corp | 1,741 | $344.0K | 0.01% | +1,741 | New |
| SkyView Investment Advisors, LLC | 1,735 | $342.0K | 0.09% | +1,735 | New |
| Family Firm, Inc. | 1,698 | $335.0K | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,686 | $333.0K | 0.00% | +56+3.4% | Added |
| Dynamic Technology Lab Private Ltd | 1,661 | $328.0K | 0.04% | +33+2.0% | Added |
| Greenleaf Trust | 1,652 | $326.0K | 0.00% | +34+2.1% | Added |
| Dynamic Advisor Solutions LLC | 1,644 | $325.0K | 0.02% | +115+7.5% | Added |
| KB Financial Partners, LLC | 1,619 | $320.0K | 0.11% | +1,619 | New |
| Exchange Traded Concepts, LLC | 1,588 | $313.0K | 0.01% | +405+34.2% | Added |
| 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 |
| Regions Financial Corp | 1,546 | $305.0K | 0.00% | −172−10.0% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,539 | $304.0K | 0.12% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,510 | $298.1K | 0.30% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,504 | $297.0K | 0.07% | +1,504 | New |
| HighVista Strategies LLC | 1,474 | $291.0K | 0.18% | +1,474 | New |
| Bessemer Group Inc | 1,470 | $290.0K | 0.00% | −287−16.3% | Reduced |
| Cigna Investments Inc | 1,468 | $289.0K | 0.06% | −702−32.4% | Reduced |
| Siemens Fonds Invest GmbH | 1,452 | $287.0K | 0.03% | −170−10.5% | Reduced |
| Pathstone Family Office, LLC | 1,451 | $286.5K | 0.01% | +333+29.8% | Added |
| Avestar Capital, LLC | 1,432 | $283.0K | 0.08% | +247+20.8% | Added |
| Intrust Bank NA | 1,419 | $280.0K | 0.04% | −405−22.2% | Reduced |
| 44 Wealth Management LLC | 1,414 | $279.0K | 0.11% | +6+0.4% | Added |
| 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 |
| Ground Swell Capital, LLC | 1,394 | $275.0K | 0.50% | +1,394 | New |
| Tokio Marine Asset Management Co Ltd | 1,389 | $274.0K | 0.02% | +98+7.6% | Added |
| Cary Street Partner Investment Advisory LLC | 1,381 | $273.0K | 0.02% | −205−12.9% | Reduced |
| Fifth Third Bancorp | 1,352 | $267.0K | 0.00% | −546−28.8% | Reduced |
| Capital Analysts, LLC | 1,320 | $261.0K | 0.02% | −15−1.1% | Reduced |
| 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 |
| Parallel Advisors, LLC | 1,290 | $255.0K | 0.01% | +482+59.7% | Added |
| Trust Asset Management LLC | 1,276 | $252.0K | 0.04% | +6+0.5% | Added |
| Alhambra Investment Partners LLC | 1,260 | $249.0K | 0.18% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,232 | $243.0K | 0.10% | −463−27.3% | Reduced |
| Wetherby Asset Management Inc | 1,221 | $241.0K | 0.02% | −164−11.8% | Reduced |
| Caxton Associates LP | 1,216 | $240.0K | 0.03% | +1,216 | New |
| Brewin Dolphin Wealth Management Ltd | 1,100 | $239.0K | 0.03% | +550+100.0% | Added |
| Buckingham Strategic Wealth, LLC | 1,204 | $238.0K | 0.00% | −5−0.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,197 | $237.0K | 0.02% | +317+36.0% | Added |
| Corient Capital Partners, LLC | 1,197 | $236.0K | 0.02% | −301−20.1% | Reduced |
| 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 |
| United Asset Strategies, Inc. | 1,153 | $228.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Cresset Asset Management, LLC | 1,130 | $225.0K | 0.00% | −782−40.9% | Reduced |
| Eagle Rock Investment Company, LLC | 1,135 | $224.0K | 0.05% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,126 | $222.0K | 0.06% | +93+9.0% | Added |
| Landaas & Co | 1,113 | $220.0K | 0.14% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,114 | $220.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,110 | $219.0K | 0.01% | +54+5.1% | Added |
| Capitolis Advisors LLC | 1,068 | $211.0K | 0.01% | 00.0% | Unchanged |
| New England Guild Wealth Advisors, Inc. | 1,055 | $208.0K | 0.13% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,029 | $203.0K | 0.07% | −524−33.7% | Reduced |
| 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 |
| Deseret Mutual Benefit Administrators | 1,002 | $198.0K | 0.04% | +8+0.8% | Added |
| Copeland Capital Management, LLC | 985 | $194.0K | 0.01% | +317+47.5% | Added |
| Federated Hermes, Inc. | 916 | $181.0K | 0.00% | +588+179.3% | Added |
| JNBA Financial Advisors | 900 | $178.0K | 0.03% | −75−7.7% | Reduced |
| Sentry Investment Management LLC | 870 | $172.0K | 0.08% | −170−16.3% | Reduced |
| First Horizon Advisors, Inc. | 818 | $161.0K | 0.01% | −16−1.9% | Reduced |
| State of Wyoming | 761 | $150.0K | 0.09% | +58+8.3% | Added |
| Veritas Investment Partners (UK) Ltd. | 566 | $112.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 551 | $109.0K | 0.00% | +23+4.4% | Added |
| Penserra Capital Management LLC | 528 | $104.0K | 0.00% | −80−13.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 508 | $100.0K | 0.05% | +508 | New |
| Level Financial Advisors, Inc. | 500 | $99.0K | 0.07% | +500 | New |
| DuPont Capital Management Corp | 459 | $91.0K | 0.00% | +459 | New |
| PFS Partners, LLC | 457 | $90.2K | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 426 | $84.0K | 0.01% | +50+13.3% | Added |
| New Millennium Group LLC | 412 | $81.0K | 0.08% | +412 | New |
| Washington Trust Advisors, Inc. | 394 | $78.0K | 0.01% | −206−34.3% | Reduced |
| Spire Wealth Management | 369 | $73.0K | 0.00% | +314+570.9% | Added |
| IFP Advisors, Inc | 412 | $66.0K | 0.00% | −328−44.3% | Reduced |
| Ellevest, Inc. | 279 | $55.0K | 0.01% | +185+196.8% | Added |
| Private Trust Co NA | 264 | $52.0K | 0.01% | +264 | New |
| Parkside Financial Bank & Trust | 245 | $48.0K | 0.01% | −121−33.1% | Reduced |
| Clear Street Markets LLC | 234 | $46.0K | 0.02% | +184+368.0% | Added |
| Gables Capital Management Inc. | 227 | $45.0K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 218 | $43.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 214 | $42.0K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 213 | $42.0K | 0.00% | +213 | New |
| Geneos Wealth Management Inc. | 200 | $39.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 200 | $39.0K | 0.01% | +58+40.8% | Added |
| Lindbrook Capital, LLC | 191 | $38.0K | 0.01% | +19+11.0% | Added |
| Investors Research Corp | 151 | $30.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 150 | $30.0K | 0.00% | +150 | New |
| Heritage Wealth Advisors | 139 | $27.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 118 | $24.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 104 | $21.0K | 0.00% | +104 | New |
| Cambridge Trust Co | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 102 | $20.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 93 | $18.0K | 0.00% | −26−21.8% | Reduced |
| Harbor Investment Advisory, LLC | 93 | $18.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 84 | $17.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 74 | $17.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 84 | $17.0K | 0.00% | +84 | New |