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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 4,800 | $965.0K | 0.01% | +4,800 | New |
| Assetmark, Inc | 4,714 | $947.0K | 0.00% | +2,536+116.4% | Added |
| Marathon Capital Management | 4,708 | $946.0K | 0.27% | +40+0.9% | Added |
| Stratos Wealth Partners, LTD. | 4,678 | $940.0K | 0.03% | +251+5.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,603 | $925.0K | 0.05% | −180−3.8% | Reduced |
| First Republic Investment Management, Inc. | 4,528 | $910.0K | 0.00% | +72+1.6% | Added |
| CIBC Private Wealth Group, LLC | 4,495 | $903.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 4,486 | $901.0K | 1.17% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,338 | $872.0K | 0.02% | +8+0.2% | Added |
| Dryden Capital, LLC | 4,250 | $854.0K | 0.68% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 4,244 | $853.0K | 0.33% | +4,244 | New |
| American Century Companies Inc | 4,152 | $834.0K | 0.00% | +818+24.5% | Added |
| Ironwood Investment Counsel, LLC | 4,135 | $830.0K | 0.24% | −300−6.8% | Reduced |
| Ontario Teachers Pension Plan Board | 4,129 | $830.0K | 0.01% | +2,169+110.7% | Added |
| Kowal Investment Group, LLC | 4,016 | $807.0K | 0.27% | +17+0.4% | Added |
| Snowden Capital Advisors LLC | 3,977 | $799.0K | 0.04% | −20−0.5% | Reduced |
| South Dakota Investment Council | 3,960 | $796.0K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 3,941 | $792.0K | 0.07% | +132+3.5% | Added |
| Commerce Bank | 3,923 | $788.0K | 0.01% | −536−12.0% | Reduced |
| Hunter Associates Investment Management LLC | 3,810 | $764.0K | 0.20% | 00.0% | Unchanged |
| Gabelli Funds LLC | 3,800 | $764.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 3,788 | $762.0K | 0.02% | +1,987+110.3% | Added |
| Keebeck Alpha, LP | 3,748 | $753.0K | 0.41% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 3,741 | $752.0K | 0.04% | −13−0.3% | Reduced |
| Impax Asset Management Group plc | 3,679 | $739.0K | 0.00% | −408−10.0% | Reduced |
| South Shore Capital Advisors | 3,627 | $729.0K | 1.72% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,618 | $727.0K | 0.01% | +3,618 | New |
| Balentine LLC | 3,608 | $725.0K | 0.03% | +3,608 | New |
| Telemetry Investments, L.L.C. | 3,600 | $723.0K | 1.18% | −53−1.5% | Reduced |
| Confluence Investment Management LLC | 3,600 | $723.0K | 0.01% | −10.0% | Reduced |
| Kinneret Advisory, LLC | 3,519 | $710.0K | 0.10% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,448 | $693.0K | 0.01% | +68+2.0% | Added |
| Jump Financial, LLC | 3,399 | $683.0K | 0.03% | +3,399 | New |
| AlphaCrest Capital Management LLC | 3,382 | $680.0K | 0.04% | −1,734−33.9% | Reduced |
| Tiedemann Advisors, LLC | 3,234 | $652.0K | 0.04% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,190 | $641.0K | 0.03% | +252+8.6% | Added |
| Telemus Capital, LLC | 3,173 | $638.0K | 0.07% | −256−7.5% | Reduced |
| First Hawaiian Bank | 3,168 | $636.0K | 0.02% | −382−10.8% | Reduced |
| TrimTabs Asset Management, LLC | 3,012 | $605.0K | 0.42% | −220−6.8% | Reduced |
| Element Capital Management LLC | 3,005 | $604.0K | 0.29% | 00.0% | Unchanged |
| Diversified Trust Co | 2,943 | $591.0K | 0.03% | +2,943 | New |
| Wolverine Trading, LLC | 2,915 | $590.0K | 0.02% | −615−17.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,925 | $588.0K | 0.01% | −88−2.9% | Reduced |
| Raub Brock Capital Management LP | 2,900 | $583.0K | 0.12% | −300−9.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,880 | $579.0K | 0.15% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 2,864 | $575.0K | 0.01% | −57−2.0% | Reduced |
| Advisors Preferred, LLC | 2,747 | $568.0K | 0.72% | −599−17.9% | Reduced |
| Illinois Municipal Retirement Fund | 2,774 | $557.0K | 0.01% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 2,760 | $555.0K | 0.08% | −186−6.3% | Reduced |
| Advisor Partners II, LLC | 2,738 | $550.0K | 0.04% | +2,738 | New |
| Thoroughbred Financial Services, LLC | 2,690 | $540.0K | 0.10% | −169−5.9% | Reduced |
| TD Private Client Wealth LLC | 2,671 | $536.7K | 0.03% | +827+44.8% | Added |
| Ieq Capital, LLC | 2,641 | $531.0K | 0.01% | +851+47.5% | Added |
| Vestcor Inc | 2,631 | $529.0K | 0.02% | −109−4.0% | Reduced |
| Central Trust Co | 2,545 | $512.0K | 0.02% | +533+26.5% | Added |
| Vestmark Advisory Solutions, Inc. | 2,516 | $506.0K | 0.03% | +21+0.8% | Added |
| Teza Capital Management LLC | 2,515 | $505.0K | 0.10% | +2,515 | New |
| Brown Brothers Harriman & Co | 2,490 | $500.0K | 0.00% | +94+3.9% | Added |
| Gateway Investment Advisers LLC | 2,451 | $493.0K | 0.01% | +280+12.9% | Added |
| Pinnacle Associates Ltd | 2,436 | $490.0K | 0.01% | +137+6.0% | Added |
| First Pacific Advisors, LP | 2,400 | $482.0K | 0.01% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 2,342 | $471.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,341 | $470.0K | 0.04% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,323 | $467.0K | 0.12% | +819+54.5% | Added |
| Kestra Advisory Services, LLC | 2,312 | $465.0K | 0.00% | −722−23.8% | Reduced |
| Epoch Investment Partners, Inc. | 2,288 | $460.0K | 0.00% | −106−4.4% | Reduced |
| Metis Global Partners, LLC | 2,273 | $457.0K | 0.07% | +229+11.2% | Added |
| Advisory Services Network, LLC | 2,230 | $449.0K | 0.02% | −76−3.3% | Reduced |
| 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 |
| Two Sigma Securities, LLC | 2,214 | $445.0K | 0.06% | +153+7.4% | Added |
| Intrust Bank NA | 2,117 | $425.0K | 0.07% | +698+49.2% | Added |
| Pekin Hardy Strauss, Inc. | 2,098 | $422.0K | 0.07% | −774−26.9% | Reduced |
| Park Avenue Securities LLC | 2,082 | $418.0K | 0.01% | +2,082 | New |
| SRB Corp | 2,062 | $414.0K | 0.03% | −5,390−72.3% | Reduced |
| Regentatlantic Capital LLC | 2,056 | $412.0K | 0.01% | +2,056 | New |
| SkyView Investment Advisors, LLC | 2,043 | $411.0K | 0.12% | +308+17.8% | Added |
| Assenagon Asset Management S.A. | 2,026 | $407.0K | 0.00% | +2,026 | New |
| Exchange Traded Concepts, LLC | 1,998 | $401.0K | 0.01% | +410+25.8% | Added |
| Saxon Interests, Inc. | 1,831 | $389.0K | 0.24% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1,933 | $388.0K | 0.14% | +314+19.4% | Added |
| Clearbridge Investments, LLC | 1,928 | $387.0K | 0.00% | 00.0% | Unchanged |
| James Hambro & Partners | 1,920 | $385.0K | 0.03% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,911 | $384.0K | 0.19% | +1+0.1% | Added |
| Mercer Global Advisors Inc | 1,898 | $381.0K | 0.00% | −1−0.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,882 | $378.0K | 0.02% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,872 | $376.0K | 0.15% | +458+32.4% | 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 |
| Vivaldi Capital Management, LLC | 1,755 | $360.0K | 0.10% | +4+0.2% | Added |
| Davenport & Co LLC | 1,767 | $355.0K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,752 | $352.0K | 0.21% | 00.0% | Unchanged |
| 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 |
| Parallax Volatility Advisers, L.P. | 1,730 | $348.0K | 0.01% | +1,730 | New |
| Veritable, L.P. | 1,717 | $345.0K | 0.01% | −1,268−42.5% | Reduced |
| CWM, LLC | 1,707 | $343.0K | 0.00% | +302+21.5% | Added |
| Family Firm, Inc. | 1,698 | $341.0K | 0.11% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,691 | $340.0K | 0.03% | +47+2.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,657 | $332.0K | 0.00% | −29−1.7% | Reduced |