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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 1,458 | $343.4K | 0.01% | +106+7.8% | Added |
| Regions Financial Corp | 1,425 | $335.6K | 0.00% | −95−6.3% | Reduced |
| Pinnacle Associates Ltd | 1,415 | $333.2K | 0.01% | −1,085−43.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,411 | $332.3K | 0.05% | −56−3.8% | Reduced |
| Cohen & Steers, Inc. | 1,403 | $330.0K | 0.00% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,385 | $326.2K | 0.06% | +90+6.9% | Added |
| Cary Street Partner Investment Advisory LLC | 1,381 | $325.2K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,367 | $321.9K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 1,359 | $320.1K | 0.00% | −560−29.2% | Reduced |
| First Manhattan Co | 1,333 | $313.9K | 0.00% | −1,159−46.5% | Reduced |
| Cigna Investments Inc | 1,331 | $313.0K | 0.06% | 00.0% | Unchanged |
| Veriti Management LLC | 1,318 | $310.4K | 0.03% | −71−5.1% | Reduced |
| Capital Analysts, LLC | 1,315 | $310.0K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 1,319 | $308.0K | 0.05% | +1,319 | New |
| Mayflower Financial Advisors, LLC | 1,268 | $298.6K | 0.04% | −60−4.5% | Reduced |
| Rockland Trust Co | 1,266 | $298.1K | 0.02% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,260 | $296.7K | 0.20% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,250 | $294.0K | 0.00% | −61−4.7% | Reduced |
| Avestar Capital, LLC | 1,244 | $293.0K | 0.05% | −12−1.0% | Reduced |
| Profund Advisors LLC | 1,241 | $292.3K | 0.02% | −27−2.1% | Reduced |
| Trust Asset Management LLC | 1,227 | $289.0K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,226 | $288.7K | 0.00% | −26−2.1% | Reduced |
| Penserra Capital Management LLC | 1,216 | $285.0K | 0.01% | +637+110.0% | Added |
| Siemens Fonds Invest GmbH | 1,212 | $284.0K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 1,203 | $283.3K | 0.01% | −1,593−57.0% | Reduced |
| Brighton Jones LLC | 1,201 | $282.8K | 0.01% | +39+3.4% | Added |
| Wetherby Asset Management Inc | 1,192 | $280.7K | 0.02% | −16−1.3% | Reduced |
| Chicago Partners Investment Group LLC | 1,295 | $276.0K | 0.01% | +74+6.1% | Added |
| United Asset Strategies, Inc. | 1,172 | $276.0K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,167 | $274.8K | 0.01% | −19−1.6% | Reduced |
| Everence Capital Management Inc | 1,250 | $274.0K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,153 | $271.5K | 0.01% | +1,153 | New |
| Wedmont Private Capital | 1,150 | $264.4K | 0.03% | +66+6.1% | Added |
| Ontario Teachers Pension Plan Board | 1,120 | $263.8K | 0.00% | +1,120 | New |
| Quantinno Capital Management LP | 1,115 | $263.0K | 0.02% | −40−3.5% | Reduced |
| Landaas & Co | 1,113 | $262.0K | 0.12% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,096 | $258.0K | 0.01% | −720−39.6% | Reduced |
| ISAM Funds (UK) Ltd | 1,083 | $255.0K | 0.23% | −3,382−75.7% | Reduced |
| Connecticut Wealth Management, LLC | 1,066 | $251.0K | 0.02% | −5−0.5% | Reduced |
| Fidelis Capital Partners, LLC | 994 | $234.1K | 0.09% | +4+0.4% | Added |
| Greenleaf Trust | 984 | $231.7K | 0.00% | −95−8.8% | Reduced |
| EP Wealth Advisors, LLC | 184,563 | $229.2K | 0.00% | +184,563 | New |
| Vise Technologies, Inc. | 972 | $228.9K | 0.06% | −145−13.0% | Reduced |
| Glenmede Trust Co NA | 972 | $225.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 956 | $225.1K | 0.01% | −53−5.3% | Reduced |
| William Blair Investment Management, LLC | 954 | $224.7K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 951 | $224.0K | 0.06% | +3+0.3% | Added |
| Garrison Asset Management, LLC | 950 | $223.7K | 0.13% | 00.0% | Unchanged |
| Forum Financial Management, LP | 946 | $222.8K | 0.00% | +5+0.5% | Added |
| First Pacific Advisors, LP | 940 | $221.4K | 0.00% | −1,460−60.8% | Reduced |
| Parallel Advisors, LLC | 928 | $218.6K | 0.01% | +26+2.9% | Added |
| Cassaday & Co Wealth Management LLC | 922 | $217.1K | 0.01% | +922 | New |
| AXA S.A. | 921 | $216.9K | 0.00% | −20,923−95.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 915 | $215.5K | 0.00% | −290−24.1% | Reduced |
| Copeland Capital Management, LLC | 887 | $208.9K | 0.00% | −42−4.5% | Reduced |
| Empowered Funds, LLC | 868 | $204.4K | 0.01% | +868 | New |
| EA Series Trust | 868 | $204.4K | 0.01% | +868 | New |
| Seed Wealth Management, Inc. | 850 | $200.2K | 0.21% | +850 | New |
| Citadel Investment Advisory, Inc. | 826 | $195.0K | 0.13% | 00.0% | Unchanged |
| State of Wyoming | 784 | $184.6K | 0.05% | +342+77.4% | Added |
| JNBA Financial Advisors | 775 | $182.5K | 0.02% | −25−3.1% | Reduced |
| Sentry Investment Management LLC | 706 | $166.0K | 0.06% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 660 | $155.4K | 0.11% | +660 | New |
| Desjardins Global Asset Management Inc. | 655 | $154.2K | 0.02% | +157+31.5% | Added |
| Gladius Capital Management LP | 604 | $142.2K | 0.07% | +30+5.2% | Added |
| Global Retirement Partners, LLC | 584 | $137.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 491 | $115.6K | 0.01% | −2−0.4% | Reduced |
| Deseret Mutual Benefit Administrators | 472 | $111.2K | 0.04% | 00.0% | Unchanged |
| PFS Partners, LLC | 457 | $107.6K | 0.09% | 00.0% | Unchanged |
| Financial Freedom, LLC | 404 | $95.2K | 0.07% | +1+0.2% | Added |
| Signaturefd, LLC | 370 | $87.1K | 0.00% | −59−13.8% | Reduced |
| Quadrant Capital Group LLC | 350 | $82.4K | 0.01% | −33−8.6% | Reduced |
| Level Financial Advisors, Inc. | 343 | $80.8K | 0.05% | −112−24.6% | Reduced |
| Washington Trust Advisors, Inc. | 338 | $79.6K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 339 | $79.0K | 0.00% | −2,062−85.9% | Reduced |
| Arlington Partners LLC | 316 | $74.4K | 0.01% | +316 | New |
| Alta Advisers Ltd | 300 | $70.7K | 0.04% | 00.0% | Unchanged |
| New Millennium Group LLC | 288 | $67.7K | 0.06% | +1+0.3% | Added |
| Private Trust Co NA | 263 | $61.9K | 0.01% | −5−1.9% | Reduced |
| Tradition Wealth Management, LLC | 254 | $60.0K | 0.01% | −763−75.0% | Reduced |
| West Tower Group, LLC | 248 | $58.4K | 0.04% | +248 | New |
| Ronald Blue Trust, Inc. | 233 | $54.0K | 0.00% | −1,404−85.8% | Reduced |
| Gables Capital Management Inc. | 227 | $53.5K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 218 | $51.3K | 0.01% | −3−1.4% | Reduced |
| Capital Advisors, Ltd. LLC | 172 | $41.0K | 0.01% | +172 | New |
| Point72 Asset Management, L.P. | 166 | $39.1K | 0.00% | −1,734−91.3% | Reduced |
| Bogart Wealth, LLC | 164 | $38.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 161 | $37.9K | 0.00% | −10−5.8% | Reduced |
| IFP Advisors, Inc | 249 | $37.8K | 0.00% | +6+2.5% | Added |
| Heritage Wealth Advisors | 154 | $36.3K | 0.00% | +27+21.3% | Added |
| Investors Research Corp | 151 | $35.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 138 | $32.0K | 0.01% | −73−34.6% | Reduced |
| Massmutual Trust Co FSB | 131 | $30.9K | 0.00% | +53+67.9% | Added |
| CKW Financial Group | 119 | $28.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 101 | $23.9K | 0.00% | +27+36.5% | Added |
| Allworth Financial LP | 101 | $23.8K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 100 | $23.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 98 | $23.0K | 0.00% | +98 | New |
| Farmers & Merchants Investments Inc | 97 | $22.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 96 | $22.6K | 0.00% | +15+18.5% | Added |