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 |
|---|---|---|---|---|---|
| Dryden Capital, LLC | 4,250 | $1.00M | 1.42% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,172 | $983.0K | 0.10% | +2,868+219.9% | Added |
| Squarepoint Ops LLC | 4,078 | $960.4K | 0.01% | −49,601−92.4% | Reduced |
| Kowal Investment Group, LLC | 4,057 | $955.3K | 0.26% | +15+0.4% | Added |
| Commerce Bank | 3,972 | $935.4K | 0.01% | +18+0.5% | Added |
| Snowden Capital Advisors LLC | 3,929 | $925.3K | 0.03% | +20+0.5% | Added |
| Wellington Management Group LLP | 3,928 | $925.0K | 0.00% | −908−18.8% | Reduced |
| National Bank of Canada | 3,897 | $912.3K | 0.00% | +51+1.3% | Added |
| Federated Hermes, Inc. | 3,844 | $905.3K | 0.00% | +2,215+136.0% | Added |
| Hunter Associates Investment Management LLC | 3,810 | $901.0K | 0.18% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 3,820 | $900.0K | 0.07% | +21+0.6% | Added |
| SYSTM Wealth Solutions LLC | 3,687 | $868.2K | 0.12% | −302−7.6% | Reduced |
| CI Private Wealth, LLC | 3,661 | $862.2K | 0.00% | −174−4.5% | Reduced |
| South Dakota Investment Council | 3,660 | $862.0K | 0.02% | −300−7.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,610 | $850.2K | 0.01% | −4,661−56.4% | Reduced |
| Confluence Investment Management LLC | 3,586 | $844.5K | 0.01% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 3,499 | $824.0K | 0.04% | +278+8.6% | Added |
| Jefferies Financial Group Inc. | 3,492 | $822.3K | 0.02% | +3,492 | New |
| Gabelli Funds LLC | 3,400 | $800.7K | 0.01% | −100−2.9% | Reduced |
| Cerity Partners LLC | 3,332 | $784.6K | 0.00% | −229−6.4% | Reduced |
| USA Financial Portformulas Corp | 3,330 | $784.2K | 1.20% | −706−17.5% | Reduced |
| Tiedemann Advisors, LLC | 3,234 | $764.3K | 0.03% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,191 | $751.5K | 0.17% | −591−15.6% | Reduced |
| Vinva Investment Management Ltd | 3,203 | $744.9K | 0.07% | −645−16.8% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 3,111 | $732.6K | 0.85% | −1,102−26.2% | Reduced |
| First Hawaiian Bank | 3,075 | $724.2K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,972 | $699.9K | 0.05% | −11,001−78.7% | Reduced |
| Cresset Asset Management, LLC | 2,955 | $698.2K | 0.00% | +1,675+130.9% | Added |
| Pettyjohn, Wood & White, Inc | 2,880 | $678.2K | 0.16% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 2,875 | $677.1K | 0.03% | −338−10.5% | Reduced |
| Gateway Investment Advisers LLC | 2,867 | $675.2K | 0.01% | −1,232−30.1% | Reduced |
| Exchange Traded Concepts, LLC | 2,855 | $672.4K | 0.02% | +1,404+96.8% | Added |
| Machina Capital S.A.S. | 2,773 | $653.0K | 0.37% | −437−13.6% | Reduced |
| Balentine LLC | 2,727 | $642.2K | 0.02% | −690−20.2% | Reduced |
| TD Private Client Wealth LLC | 2,711 | $638.4K | 0.03% | +3+0.1% | Added |
| Thoroughbred Financial Services, LLC | 2,695 | $634.0K | 0.08% | +2+0.1% | Added |
| Bleakley Financial Group, LLC | 2,640 | $621.7K | 0.02% | −12−0.5% | Reduced |
| Sawtooth Solutions, LLC | 2,639 | $621.5K | 0.02% | −21−0.8% | Reduced |
| S.E.E.D. Planning Group LLC | 2,623 | $617.7K | 0.22% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,608 | $614.2K | 0.12% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 2,607 | $613.9K | 0.01% | −1,350−34.1% | Reduced |
| Vestcor Inc | 2,596 | $611.0K | 0.02% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,588 | $609.5K | 0.07% | +1,538+146.5% | Added |
| Impax Asset Management Group plc | 2,527 | $595.1K | 0.00% | −5−0.2% | Reduced |
| Proficio Capital Partners LLC | 2,511 | $591.4K | 0.08% | −574−18.6% | Reduced |
| Legal Advantage Investments, Inc. | 2,465 | $580.5K | 0.39% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,460 | $579.3K | 0.01% | +418+20.5% | Added |
| Intrust Bank NA | 2,455 | $578.2K | 0.07% | −175−6.7% | Reduced |
| Virtu Financial LLC | 2,433 | $573.0K | 0.04% | +1,464+151.1% | Added |
| Ieq Capital, LLC | 2,401 | $565.4K | 0.01% | −623−20.6% | Reduced |
| Clearstead Advisors, LLC | 2,341 | $551.3K | 0.03% | −12−0.5% | Reduced |
| Assenagon Asset Management S.A. | 2,324 | $547.3K | 0.00% | −135−5.5% | Reduced |
| 3Chopt Investment Partners, LLC | 2,303 | $544.3K | 0.27% | −1,964−46.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,262 | $533.0K | 0.07% | −12,857−85.0% | Reduced |
| Lincoln National Corp | 2,239 | $527.2K | 0.01% | +8+0.4% | Added |
| Fifth Third Bancorp | 2,225 | $524.0K | 0.00% | +77+3.6% | Added |
| Two Sigma Securities, LLC | 2,223 | $523.5K | 0.04% | +717+47.6% | Added |
| Daymark Wealth Partners, LLC | 2,162 | $509.2K | 0.04% | −494−18.6% | Reduced |
| SkyView Investment Advisors, LLC | 2,147 | $506.0K | 0.13% | +61+2.9% | Added |
| Telemus Capital, LLC | 2,078 | $489.4K | 0.04% | −287−12.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,055 | $484.0K | 0.02% | +173+9.2% | Added |
| iA Global Asset Management Inc. | 2,017 | $475.0K | 0.01% | +2,017 | New |
| Prelude Capital Management, LLC | 2,000 | $471.0K | 0.04% | −130−6.1% | Reduced |
| KB Financial Partners, LLC | 1,965 | $463.0K | 0.13% | +44+2.3% | Added |
| Coldstream Capital Management Inc | 1,960 | $461.7K | 0.01% | −11−0.6% | Reduced |
| CWM, LLC | 1,957 | $461.0K | 0.00% | +16+0.8% | Added |
| Rathbone Brothers plc | 1,950 | $459.2K | 0.00% | −2,300−54.1% | Reduced |
| Veritable, L.P. | 1,936 | $455.9K | 0.01% | −34−1.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,929 | $454.3K | 0.03% | +138+7.7% | Added |
| James Hambro & Partners | 1,920 | $452.1K | 0.03% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,910 | $449.8K | 0.19% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,886 | $444.2K | 0.02% | −22−1.2% | Reduced |
| Dynamic Advisor Solutions LLC | 1,853 | $436.4K | 0.02% | +1+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,853 | $436.0K | 0.00% | −15,793−89.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,851 | $436.0K | 0.02% | +10+0.5% | Added |
| Washington Capital Management Inc | 1,850 | $435.7K | 0.37% | +1,850 | New |
| Epoch Investment Partners, Inc. | 1,838 | $432.8K | 0.00% | −220−10.7% | Reduced |
| Saxon Interests, Inc. | 1,831 | $431.2K | 0.23% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,816 | $427.7K | 0.15% | −14−0.8% | Reduced |
| Banque Cantonale Vaudoise | 1,800 | $424.0K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,777 | $418.4K | 0.01% | +1,777 | New |
| Vivaldi Capital Management, LLC | 1,774 | $417.8K | 0.13% | +1+0.1% | Added |
| DHJJ Financial Advisors, Ltd. | 1,752 | $412.6K | 0.21% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 1,750 | $412.1K | 0.08% | −400−18.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,742 | $410.3K | 0.00% | +83+5.0% | Added |
| Clearbridge Investments, LLC | 1,728 | $406.9K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 1,704 | $401.3K | 0.11% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,696 | $399.4K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,686 | $397.0K | 0.00% | +379+29.0% | Added |
| Kestra Advisory Services, LLC | 1,683 | $396.3K | 0.00% | +47+2.9% | Added |
| Symmetry Partners, LLC | 1,634 | $385.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,622 | $382.0K | 0.00% | −299−15.6% | Reduced |
| Advisory Services Network, LLC | 1,619 | $381.4K | 0.01% | −378−18.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,596 | $375.8K | 0.01% | −29−1.8% | Reduced |
| Stephens Inc | 1,547 | $364.3K | 0.01% | +1,547 | New |
| Riverpoint Wealth Management Holdings, LLC | 1,541 | $362.8K | 0.12% | +1+0.1% | Added |
| Brown Brothers Harriman & Co | 1,513 | $356.3K | 0.00% | −520−25.6% | Reduced |
| Cladis Investment Advisory, LLC | 1,510 | $355.6K | 0.31% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 1,481 | $348.8K | 0.13% | +274+22.7% | Added |
| Pathstone Family Office, LLC | 1,271 | $347.8K | 0.00% | −2,193−63.3% | Reduced |