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 2023
Institutional positions in Willis Towers Watson PLC as of Jun 30, 2023. 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
- 584
- −27 vs. Q1 2023
- Shares held
- 97.2M
- −3.08M (−3.1%) vs. Q1 2023
- Total value
- $22.8B
- −$49.9M (−0.2%) vs. Q1 2023
- New holders
- 41
- 181 more added
- Sold out
- 68
- 242 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 218 | $51.3K | 0.01% | −3−1.4% | Reduced |
| Gables Capital Management Inc. | 227 | $53.5K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 233 | $54.0K | 0.00% | −1,404−85.8% | Reduced |
| West Tower Group, LLC | 248 | $58.4K | 0.04% | +248 | New |
| Tradition Wealth Management, LLC | 254 | $60.0K | 0.01% | −763−75.0% | Reduced |
| Private Trust Co NA | 263 | $61.9K | 0.01% | −5−1.9% | Reduced |
| New Millennium Group LLC | 288 | $67.7K | 0.06% | +1+0.3% | Added |
| Alta Advisers Ltd | 300 | $70.7K | 0.04% | 00.0% | Unchanged |
| Arlington Partners LLC | 316 | $74.4K | 0.01% | +316 | New |
| Acadian Asset Management LLC | 339 | $79.0K | 0.00% | −2,062−85.9% | Reduced |
| Washington Trust Advisors, Inc. | 338 | $79.6K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 343 | $80.8K | 0.05% | −112−24.6% | Reduced |
| Quadrant Capital Group LLC | 350 | $82.4K | 0.01% | −33−8.6% | Reduced |
| Signaturefd, LLC | 370 | $87.1K | 0.00% | −59−13.8% | Reduced |
| Financial Freedom, LLC | 404 | $95.2K | 0.07% | +1+0.2% | Added |
| PFS Partners, LLC | 457 | $107.6K | 0.09% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 472 | $111.2K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 491 | $115.6K | 0.01% | −2−0.4% | Reduced |
| Global Retirement Partners, LLC | 584 | $137.5K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 604 | $142.2K | 0.07% | +30+5.2% | Added |
| Desjardins Global Asset Management Inc. | 655 | $154.2K | 0.02% | +157+31.5% | Added |
| V-Square Quantitative Management LLC | 660 | $155.4K | 0.11% | +660 | New |
| Sentry Investment Management LLC | 706 | $166.0K | 0.06% | 00.0% | Unchanged |
| JNBA Financial Advisors | 775 | $182.5K | 0.02% | −25−3.1% | Reduced |
| State of Wyoming | 784 | $184.6K | 0.05% | +342+77.4% | Added |
| Citadel Investment Advisory, Inc. | 826 | $195.0K | 0.13% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 850 | $200.2K | 0.21% | +850 | New |
| Empowered Funds, LLC | 868 | $204.4K | 0.01% | +868 | New |
| EA Series Trust | 868 | $204.4K | 0.01% | +868 | New |
| Copeland Capital Management, LLC | 887 | $208.9K | 0.00% | −42−4.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 915 | $215.5K | 0.00% | −290−24.1% | Reduced |
| AXA S.A. | 921 | $216.9K | 0.00% | −20,923−95.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 922 | $217.1K | 0.01% | +922 | New |
| Parallel Advisors, LLC | 928 | $218.6K | 0.01% | +26+2.9% | Added |
| First Pacific Advisors, LP | 940 | $221.4K | 0.00% | −1,460−60.8% | Reduced |
| Forum Financial Management, LP | 946 | $222.8K | 0.00% | +5+0.5% | Added |
| Garrison Asset Management, LLC | 950 | $223.7K | 0.13% | 00.0% | Unchanged |
| Laffer Tengler Investments | 951 | $224.0K | 0.06% | +3+0.3% | Added |
| William Blair Investment Management, LLC | 954 | $224.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 956 | $225.1K | 0.01% | −53−5.3% | Reduced |
| Glenmede Trust Co NA | 972 | $225.9K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 972 | $228.9K | 0.06% | −145−13.0% | Reduced |
| EP Wealth Advisors, LLC | 184,563 | $229.2K | 0.00% | +184,563 | New |
| Greenleaf Trust | 984 | $231.7K | 0.00% | −95−8.8% | Reduced |
| Fidelis Capital Partners, LLC | 994 | $234.1K | 0.09% | +4+0.4% | Added |
| Connecticut Wealth Management, LLC | 1,066 | $251.0K | 0.02% | −5−0.5% | Reduced |
| ISAM Funds (UK) Ltd | 1,083 | $255.0K | 0.23% | −3,382−75.7% | Reduced |
| FDx Advisors, Inc. | 1,096 | $258.0K | 0.01% | −720−39.6% | Reduced |
| Landaas & Co | 1,113 | $262.0K | 0.12% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,115 | $263.0K | 0.02% | −40−3.5% | Reduced |
| Ontario Teachers Pension Plan Board | 1,120 | $263.8K | 0.00% | +1,120 | New |
| Wedmont Private Capital | 1,150 | $264.4K | 0.03% | +66+6.1% | Added |
| Jump Financial, LLC | 1,153 | $271.5K | 0.01% | +1,153 | New |
| Everence Capital Management Inc | 1,250 | $274.0K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,167 | $274.8K | 0.01% | −19−1.6% | Reduced |
| United Asset Strategies, Inc. | 1,172 | $276.0K | 0.03% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,295 | $276.0K | 0.01% | +74+6.1% | Added |
| Wetherby Asset Management Inc | 1,192 | $280.7K | 0.02% | −16−1.3% | Reduced |
| Brighton Jones LLC | 1,201 | $282.8K | 0.01% | +39+3.4% | Added |
| Central Trust Co | 1,203 | $283.3K | 0.01% | −1,593−57.0% | Reduced |
| Siemens Fonds Invest GmbH | 1,212 | $284.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,216 | $285.0K | 0.01% | +637+110.0% | Added |
| Private Advisor Group, LLC | 1,226 | $288.7K | 0.00% | −26−2.1% | Reduced |
| Trust Asset Management LLC | 1,227 | $289.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,241 | $292.3K | 0.02% | −27−2.1% | Reduced |
| Avestar Capital, LLC | 1,244 | $293.0K | 0.05% | −12−1.0% | Reduced |
| Bessemer Group Inc | 1,250 | $294.0K | 0.00% | −61−4.7% | Reduced |
| Alhambra Investment Partners LLC | 1,260 | $296.7K | 0.20% | 00.0% | Unchanged |
| Rockland Trust Co | 1,266 | $298.1K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,268 | $298.6K | 0.04% | −60−4.5% | Reduced |
| ORG Partners LLC | 1,319 | $308.0K | 0.05% | +1,319 | New |
| Capital Analysts, LLC | 1,315 | $310.0K | 0.02% | 00.0% | Unchanged |
| Veriti Management LLC | 1,318 | $310.4K | 0.03% | −71−5.1% | Reduced |
| Cigna Investments Inc | 1,331 | $313.0K | 0.06% | 00.0% | Unchanged |
| First Manhattan Co | 1,333 | $313.9K | 0.00% | −1,159−46.5% | Reduced |
| Cetera Advisor Networks LLC | 1,359 | $320.1K | 0.00% | −560−29.2% | Reduced |
| Davenport & Co LLC | 1,367 | $321.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,381 | $325.2K | 0.02% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,385 | $326.2K | 0.06% | +90+6.9% | Added |
| Cohen & Steers, Inc. | 1,403 | $330.0K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,411 | $332.3K | 0.05% | −56−3.8% | Reduced |
| Pinnacle Associates Ltd | 1,415 | $333.2K | 0.01% | −1,085−43.4% | Reduced |
| Regions Financial Corp | 1,425 | $335.6K | 0.00% | −95−6.3% | Reduced |
| Horizon Investments, LLC | 1,458 | $343.4K | 0.01% | +106+7.8% | Added |
| Pathstone Family Office, LLC | 1,271 | $347.8K | 0.00% | −2,193−63.3% | Reduced |
| DoubleLine ETF Adviser LP | 1,481 | $348.8K | 0.13% | +274+22.7% | Added |
| Cladis Investment Advisory, LLC | 1,510 | $355.6K | 0.31% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,513 | $356.3K | 0.00% | −520−25.6% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,541 | $362.8K | 0.12% | +1+0.1% | Added |
| Stephens Inc | 1,547 | $364.3K | 0.01% | +1,547 | New |
| Steward Partners Investment Advisory, LLC | 1,596 | $375.8K | 0.01% | −29−1.8% | Reduced |
| Advisory Services Network, LLC | 1,619 | $381.4K | 0.01% | −378−18.9% | Reduced |
| Cetera Investment Advisers | 1,622 | $382.0K | 0.00% | −299−15.6% | Reduced |
| Symmetry Partners, LLC | 1,634 | $385.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,683 | $396.3K | 0.00% | +47+2.9% | Added |
| MML Investors Services, LLC | 1,686 | $397.0K | 0.00% | +379+29.0% | Added |
| Moody National Bank Trust Division | 1,696 | $399.4K | 0.03% | 00.0% | Unchanged |
| Family Firm, Inc. | 1,704 | $401.3K | 0.11% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 1,728 | $406.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,742 | $410.3K | 0.00% | +83+5.0% | Added |