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 |
|---|---|---|---|---|---|
| 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 |
| Crewe Advisors LLC | 60 | $12.0K | 0.00% | +17+39.5% | 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 |
| 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 |
| 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 |
| 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 |
| Core Alternative Capital | 37 | $7.00K | 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 |
| Raffa Wealth Management, LLC | 25 | $5.02K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| West Paces Advisors Inc. | 15 | $3.01K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sutton Wealth Advisors Inc. | 13 | $2.61K | 0.00% | −1−7.1% | Reduced |
| TD Waterhouse Canada Inc. | 12 | $2.48K | 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 |
| Bartlett & Co. Wealth Management LLC | 9 | $1.82K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 9 | $1.81K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $1.41K | 0.00% | +7 | New |
| Abound Wealth Management | 6 | $1.21K | 0.00% | +6 | New |
| 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 |
| 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 |
| Proequities, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −166,520−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −51,723−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −32,636−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −29,844−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −27,463−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −19,709−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −18,108−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,941−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −15,947−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −14,841−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −13,246−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −13,002−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −12,489−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −9,460−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,717−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −8,445−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −6,429−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,450−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −3,762−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −3,605−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,525−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,813−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −2,520−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,438−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,410−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,140−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −2,071−100.0% | Sold out |
| Moreno Evelyn V | 0 | $0 | 0.00% | −2,050−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,869−100.0% | Sold out |