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 2022
Institutional positions in Willis Towers Watson PLC as of Sep 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
- 568
- −3 vs. Q2 2022
- Shares held
- 102.9M
- −342.7K (−0.3%) vs. Q2 2022
- Total value
- $20.7B
- +$291.6M (+1.4%) vs. Q2 2022
- New holders
- 59
- 192 more added
- Sold out
- 62
- 208 more reduced
8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| First Financial Corp | 3 | $1.00K | 0.00% | +3 | New |
| Manchester Capital Management LLC | 3 | $1.00K | 0.00% | +3 | New |
| Castleview Partners, LLC | 7 | $1.00K | 0.00% | +7 | New |
| CVA Family Office, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $1.21K | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 7 | $1.41K | 0.00% | +7 | New |
| American Portfolios Advisors | 9 | $1.81K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9 | $1.82K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $2.00K | 0.00% | +1+10.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 9 | $2.00K | 0.00% | +9 | New |
| TD Waterhouse Canada Inc. | 12 | $2.48K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 13 | $2.61K | 0.00% | −1−7.1% | Reduced |
| JJJ Advisors Inc. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 17 | $3.00K | 0.00% | +9+112.5% | Added |
| Global Retirement Partners, LLC | 12 | $3.00K | 0.00% | +11+1,100.0% | Added |
| Sandy Spring Bank | 13 | $3.00K | 0.00% | +13 | New |
| Community Bank, N.A. | 16 | $3.00K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 13 | $3.00K | 0.00% | +13 | New |
| West Paces Advisors Inc. | 15 | $3.01K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 21 | $4.00K | 0.00% | +21 | New |
| Sargent Bickham Lagudis LLC | 26 | $5.00K | 0.00% | −13−33.3% | Reduced |
| Smithfield Trust Co | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 23 | $5.00K | 0.00% | +6+35.3% | Added |
| Raffa Wealth Management, LLC | 25 | $5.02K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 29 | $6.00K | 0.00% | +2+7.4% | Added |
| Core Alternative Capital | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 41 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 39 | $8.00K | 0.00% | +6+18.2% | Added |
| RWM Asset Management, LLC | 42 | $8.00K | 0.00% | +9+27.3% | Added |
| Schubert & Co | 38 | $8.00K | 0.01% | +11+40.7% | Added |
| Massmutual Trust Co FSB | 42 | $8.00K | 0.00% | +25+147.1% | Added |
| Seldon Capital LP | 47 | $9.00K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 43 | $9.00K | 0.00% | +4+10.3% | Added |
| Mascoma Wealth Management LLC | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 49 | $10.0K | 0.00% | +8+19.5% | Added |
| JFS Wealth Advisors, LLC | 50 | $10.0K | 0.00% | +22+78.6% | Added |
| Spire Wealth Management | 55 | $11.0K | 0.00% | −314−85.1% | Reduced |
| Umb Bank N A | 56 | $11.0K | 0.00% | +5+9.8% | Added |
| Covestor Ltd | 55 | $11.0K | 0.01% | +44+400.0% | Added |
| Crewe Advisors LLC | 60 | $12.0K | 0.00% | +17+39.5% | Added |
| Riverview Trust Co | 64 | $13.0K | 0.01% | −38−37.3% | Reduced |
| Earnest Partners LLC | 67 | $13.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 66 | $13.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 65 | $13.0K | 0.00% | +65 | New |
| Glen Eagle Advisors, LLC | 68 | $13.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 74 | $14.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 75 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 79 | $16.0K | 0.00% | +44+125.7% | Added |
| Trust Co of Vermont | 84 | $17.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 93 | $19.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 97 | $19.0K | 0.00% | +13+15.5% | Added |
| Allworth Financial LP | 98 | $20.0K | 0.00% | +5+5.4% | Added |
| Cambridge Trust Co | 105 | $21.0K | 0.00% | +5+5.0% | Added |
| CKW Financial Group | 118 | $24.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 120 | $24.0K | 0.01% | +95+380.0% | Added |
| Heritage Wealth Advisors | 139 | $27.9K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 138 | $28.0K | 0.01% | −96−41.0% | Reduced |
| Bogart Wealth, LLC | 150 | $30.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 151 | $30.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 143 | $32.0K | 0.00% | +143 | New |
| Lindbrook Capital, LLC | 169 | $34.0K | 0.01% | −22−11.5% | Reduced |
| Point72 Hong Kong Ltd | 206 | $41.0K | 0.00% | −12,441−98.4% | Reduced |
| Parkside Financial Bank & Trust | 210 | $42.0K | 0.01% | −35−14.3% | Reduced |
| GHP Investment Advisors, Inc. | 218 | $44.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 224 | $45.0K | 0.00% | −2,120−90.4% | Reduced |
| Gables Capital Management Inc. | 227 | $46.0K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 264 | $53.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $60.0K | 0.04% | +300 | New |
| DuPont Capital Management Corp | 367 | $74.0K | 0.00% | −92−20.0% | Reduced |
| Ellevest, Inc. | 370 | $74.0K | 0.01% | +91+32.6% | Added |
| Quadrant Capital Group LLC | 374 | $75.0K | 0.01% | −52−12.2% | Reduced |
| New Millennium Group LLC | 411 | $82.0K | 0.09% | −1−0.2% | Reduced |
| Washington Trust Advisors, Inc. | 413 | $83.0K | 0.01% | +19+4.8% | Added |
| Wipfli Financial Advisors LLC, | 424 | $86.0K | 0.01% | +424 | New |
| PFS Partners, LLC | 457 | $91.8K | 0.10% | 00.0% | Unchanged |