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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 589 | $93.0K | 0.00% | +177+43.0% | Added |
| Ronald Blue Trust, Inc. | 504 | $99.0K | 0.00% | +497+7,100.0% | Added |
| Level Financial Advisors, Inc. | 500 | $100.0K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 506 | $102.0K | 0.02% | +306+153.0% | Added |
| Alpha Paradigm Partners, LLC | 519 | $104.0K | 0.05% | −2,575−83.2% | Reduced |
| Penserra Capital Management LLC | 542 | $108.0K | 0.00% | +14+2.7% | Added |
| Signaturefd, LLC | 553 | $111.0K | 0.00% | +2+0.4% | Added |
| Veritas Investment Partners (UK) Ltd. | 566 | $114.0K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 567 | $114.0K | 0.02% | +567 | New |
| Federated Hermes, Inc. | 664 | $133.0K | 0.00% | −252−27.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 700 | $141.0K | 0.04% | +700 | New |
| Lazard Asset Management LLC | 841 | $168.0K | 0.00% | −354−29.6% | Reduced |
| Deseret Mutual Benefit Administrators | 863 | $173.0K | 0.05% | −139−13.9% | Reduced |
| JNBA Financial Advisors | 900 | $181.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 917 | $184.0K | 0.09% | +156+20.5% | Added |
| Copeland Capital Management, LLC | 984 | $198.0K | 0.01% | −1−0.1% | Reduced |
| Eagle Rock Investment Company, LLC | 1,000 | $201.0K | 0.05% | −135−11.9% | Reduced |
| Sentry Investment Management LLC | 1,002 | $201.0K | 0.10% | +132+15.2% | Added |
| Peapack Gladstone Financial Corp | 1,000 | $201.0K | 0.00% | +1,000 | New |
| Tradition Wealth Management, LLC | 1,016 | $204.0K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,018 | $204.0K | 0.01% | +200+24.4% | Added |
| Parallel Advisors, LLC | 1,027 | $206.0K | 0.01% | −263−20.4% | Reduced |
| Integrated Investment Consultants, LLC | 1,029 | $207.0K | 0.08% | 00.0% | Unchanged |
| Wellington Management Group LLP | 1,052 | $211.0K | 0.00% | −959−47.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,057 | $212.0K | 0.06% | −69−6.1% | Reduced |
| New England Guild Wealth Advisors, Inc. | 1,055 | $212.0K | 0.13% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 1,064 | $214.0K | 0.06% | +1,064 | New |
| Greenleaf Trust | 1,071 | $215.0K | 0.00% | −581−35.2% | Reduced |
| Glenmede Trust Co NA | 1,077 | $216.0K | 0.00% | +1,077 | New |
| Cetera Advisor Networks LLC | 1,080 | $217.0K | 0.00% | −235−17.9% | Reduced |
| Landaas & Co | 1,113 | $224.0K | 0.14% | 00.0% | Unchanged |
| Veriti Management LLC | 1,125 | $226.0K | 0.03% | +1,125 | New |
| Horizon Investments, LLC | 1,134 | $228.0K | 0.01% | +1,134 | New |
| Bessemer Group Inc | 1,144 | $230.0K | 0.00% | −326−22.2% | Reduced |
| United Asset Strategies, Inc. | 1,153 | $232.0K | 0.04% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,175 | $236.0K | 0.02% | −46−3.8% | Reduced |
| Corient Capital Partners, LLC | 1,197 | $236.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,180 | $237.0K | 0.00% | −1,838−60.9% | Reduced |
| Profund Advisors LLC | 1,186 | $238.0K | 0.02% | −5−0.4% | Reduced |
| Cresset Asset Management, LLC | 1,181 | $238.0K | 0.00% | +51+4.5% | Added |
| Buckingham Strategic Wealth, LLC | 1,204 | $242.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,210 | $243.0K | 0.00% | +1,210 | New |
| Private Advisor Group, LLC | 1,261 | $253.0K | 0.00% | −2,548−66.9% | Reduced |
| Alhambra Investment Partners LLC | 1,260 | $253.0K | 0.19% | 00.0% | Unchanged |
| Rockland Trust Co | 1,266 | $254.0K | 0.02% | +1,266 | New |
| 55I, LLC | 1,265 | $254.0K | 0.01% | +1,265 | New |
| Trust Asset Management LLC | 1,289 | $259.0K | 0.04% | +13+1.0% | Added |
| Mayflower Financial Advisors, LLC | 1,318 | $265.0K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,327 | $267.0K | 0.02% | +7+0.5% | Added |
| Ritholtz Wealth Management | 1,333 | $268.0K | 0.01% | +1,333 | New |
| Avestar Capital, LLC | 1,369 | $275.0K | 0.08% | −63−4.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,367 | $275.0K | 0.03% | +170+14.2% | Added |
| Cigna Investments Inc | 1,388 | $279.0K | 0.06% | −80−5.4% | Reduced |
| Vise Technologies, Inc. | 1,396 | $281.0K | 0.11% | +1,396 | New |
| Cambridge Investment Research Advisors, Inc. | 1,401 | $282.0K | 0.00% | −486−25.8% | Reduced |
| Cohen & Steers, Inc. | 1,403 | $282.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 1,430 | $287.0K | 0.00% | −870−37.8% | Reduced |
| Siemens Fonds Invest GmbH | 1,452 | $292.0K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,453 | $292.0K | 0.02% | +1,453 | New |
| Tokio Marine Asset Management Co Ltd | 1,469 | $295.0K | 0.03% | +80+5.8% | Added |
| HighVista Strategies LLC | 1,474 | $296.0K | 0.17% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,510 | $303.4K | 0.33% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 1,539 | $309.0K | 0.13% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,559 | $313.0K | 0.01% | −20−1.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,561 | $314.0K | 0.03% | +180+13.0% | Added |
| Regions Financial Corp | 1,601 | $321.0K | 0.00% | +55+3.6% | Added |
| Pathstone Family Office, LLC | 1,623 | $326.4K | 0.01% | +172+11.9% | Added |
| Symmetry Partners, LLC | 1,634 | $328.0K | 0.02% | +520+46.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,657 | $332.0K | 0.00% | −29−1.7% | Reduced |
| Dynamic Advisor Solutions LLC | 1,691 | $340.0K | 0.03% | +47+2.9% | Added |
| Family Firm, Inc. | 1,698 | $341.0K | 0.11% | 00.0% | Unchanged |
| CWM, LLC | 1,707 | $343.0K | 0.00% | +302+21.5% | Added |
| Veritable, L.P. | 1,717 | $345.0K | 0.01% | −1,268−42.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,730 | $348.0K | 0.01% | +1,730 | New |
| Moody National Bank Trust Division | 1,746 | $351.0K | 0.04% | −196−10.1% | Reduced |
| Lincoln National Corp | 1,748 | $351.0K | 0.01% | +7+0.4% | Added |
| DHJJ Financial Advisors, Ltd. | 1,752 | $352.0K | 0.21% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,767 | $355.0K | 0.00% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,755 | $360.0K | 0.10% | +4+0.2% | Added |
| Banque Cantonale Vaudoise | 1,800 | $361.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,795 | $361.0K | 0.00% | +443+32.8% | Added |
| 44 Wealth Management LLC | 1,872 | $376.0K | 0.15% | +458+32.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,882 | $378.0K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,898 | $381.0K | 0.00% | −1−0.1% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,911 | $384.0K | 0.19% | +1+0.1% | Added |
| James Hambro & Partners | 1,920 | $385.0K | 0.03% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 1,928 | $387.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1,933 | $388.0K | 0.14% | +314+19.4% | Added |
| Saxon Interests, Inc. | 1,831 | $389.0K | 0.24% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,998 | $401.0K | 0.01% | +410+25.8% | Added |
| Assenagon Asset Management S.A. | 2,026 | $407.0K | 0.00% | +2,026 | New |
| SkyView Investment Advisors, LLC | 2,043 | $411.0K | 0.12% | +308+17.8% | Added |
| Regentatlantic Capital LLC | 2,056 | $412.0K | 0.01% | +2,056 | New |
| SRB Corp | 2,062 | $414.0K | 0.03% | −5,390−72.3% | Reduced |
| Park Avenue Securities LLC | 2,082 | $418.0K | 0.01% | +2,082 | New |
| Pekin Hardy Strauss, Inc. | 2,098 | $422.0K | 0.07% | −774−26.9% | Reduced |
| Intrust Bank NA | 2,117 | $425.0K | 0.07% | +698+49.2% | Added |
| Two Sigma Securities, LLC | 2,214 | $445.0K | 0.06% | +153+7.4% | Added |
| Rathbone Brothers plc | 2,230 | $448.0K | 0.01% | −145−6.1% | Reduced |
| FDx Advisors, Inc. | 2,228 | $448.0K | 0.02% | +647+40.9% | Added |