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 2023
Institutional positions in Willis Towers Watson PLC as of Sep 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
- 562
- −18 vs. Q2 2023
- Shares held
- 96.2M
- −991.5K (−1.0%) vs. Q2 2023
- Total value
- $20.1B
- −$2.70B (−11.8%) vs. Q2 2023
- New holders
- 61
- 176 more added
- Sold out
- 79
- 235 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,815,067 | $2.47B | 0.06% | −262,808−2.2% | Reduced |
| BlackRock Inc. | 10,570,361 | $2.21B | 0.06% | −16,363−0.2% | Reduced |
| Massachusetts Financial Services Co | 9,946,805 | $2.08B | 0.73% | +98,719+1.0% | Added |
| Artisan Partners Limited Partnership | 5,524,990 | $1.15B | 1.96% | −88,704−1.6% | Reduced |
| First Eagle Investment Management, LLC | 5,410,018 | $1.13B | 2.97% | +445,775+9.0% | Added |
| State Street Corp | 4,226,919 | $886.8M | 0.05% | −299,528−6.6% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 4,207,299 | $879.2M | 1.71% | +675,219+19.1% | Added |
| Geode Capital Management, LLC | 2,470,281 | $515.2M | 0.06% | +17,151+0.7% | Added |
| Invesco Ltd. | 2,021,602 | $422.4M | 0.11% | +25,794+1.3% | Added |
| Cantillon Capital Management LLC | 1,875,572 | $391.9M | 2.91% | −7,316−0.4% | Reduced |
| FMR LLC | 1,842,266 | $385.0M | 0.03% | −360,649−16.4% | Reduced |
| Baupost Group LLCSuperinvestorBaupost Group | 1,555,667 | $325.1M | 6.23% | +653,300+72.4% | Added |
| Norges Bank | 1,282,572 | $268.0M | 0.05% | +92,531+7.8% | Added |
| Northern Trust Corp | 1,197,977 | $250.3M | 0.05% | +25,522+2.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,170,839 | $244.7M | 0.94% | −32,350−2.7% | Reduced |
| Altrinsic Global Advisors LLC | 1,139,584 | $238.1M | 9.19% | −42,719−3.6% | Reduced |
| Bank of New York Mellon Corp | 1,117,197 | $233.4M | 0.05% | +389,596+53.5% | Added |
| American Century Companies Inc | 1,093,722 | $228.5M | 0.18% | +221,450+25.4% | Added |
| Burgundy Asset Management Ltd. | 1,057,735 | $221.0M | 2.71% | +266,337+33.7% | Added |
| Nuveen Asset Management, LLC | 923,613 | $193.0M | 0.07% | −29,728−3.1% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 806,836 | $168.6M | 5.57% | 00.0% | Unchanged |
| Morgan Stanley | 757,039 | $158.2M | 0.02% | +77,232+11.4% | Added |
| Alliancebernstein L.P. | 754,586 | $157.7M | 0.07% | −429,900−36.3% | Reduced |
| Clarkston Capital Partners, LLC | 739,485 | $154.5M | 3.03% | −11,139−1.5% | Reduced |
| Legal & General Group Plc | 732,055 | $153.0M | 0.05% | −43,181−5.6% | Reduced |
| Southpoint Capital Advisors LP | 700,000 | $146.3M | 3.27% | −50,000−6.7% | Reduced |
| UBS Asset Management Americas Inc | 642,058 | $134.2M | 0.06% | −23,158−3.5% | Reduced |
| Dimensional Fund Advisors LP | 636,159 | $132.9M | 0.04% | +42,745+7.2% | Added |
| Brandes Investment Partners, LP | 605,519 | $126.5M | 2.47% | +404,530+201.3% | Added |
| Ceredex Value Advisors LLC | 602,641 | $126.4M | 2.23% | +31,520+5.5% | Added |
| Charles Schwab Investment Management Inc | 566,358 | $118.3M | 0.03% | +2690.0% | Added |
| California Public Employees Retirement System | 545,750 | $114.0M | 0.10% | −818−0.1% | Reduced |
| Capital Research Global Investors | 424,642 | $88.7M | 0.02% | +1590.0% | Added |
| Adage Capital Partners GP, L.L.C. | 424,188 | $88.6M | 0.20% | +398,200+1,532.2% | Added |
| Citadel Advisors LLC | 393,144 | $82.2M | 0.09% | +358,866+1,046.9% | Added |
| Prana Capital Management, LP | 381,680 | $79.8M | 5.18% | +125,428+48.9% | Added |
| Goldman Sachs Group Inc | 372,778 | $77.9M | 0.02% | −18,759−4.8% | Reduced |
| Amundi | 353,698 | $75.4M | 0.04% | +45,397+14.7% | Added |
| Point72 Asset Management, L.P. | 358,226 | $74.9M | 0.25% | +358,060+215,698.8% | Added |
| Swiss National Bank | 342,310 | $71.5M | 0.06% | −42,200−11.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 327,619 | $68.5M | 1.14% | +64,485+24.5% | Added |
| First Trust Advisors LP | 322,648 | $67.4M | 0.08% | +306,462+1,893.4% | Added |
| River Road Asset Management, LLC | 322,444 | $67.4M | 0.96% | −25,343−7.3% | Reduced |
| Barclays PLC | 285,060 | $59.6M | 0.04% | −423−0.1% | Reduced |
| Johnson Investment Counsel Inc | 282,918 | $59.1M | 0.76% | −5,239−1.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 279,781 | $58.5M | 0.05% | −7,025−2.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 275,634 | $57.6M | 0.53% | +129,756+88.9% | Added |
| Crawford Investment Counsel Inc | 270,220 | $56.5M | 1.22% | −50,783−15.8% | Reduced |
| Perpetual Ltd | 269,199 | $56.3M | 0.58% | +49,299+22.4% | Added |
| Russell Investments Group, Ltd. | 266,203 | $55.7M | 0.11% | +3,109+1.2% | Added |
| Deutsche Bank AG | 259,505 | $54.2M | 0.04% | +18,657+7.7% | Added |
| Mawer Investment Management Ltd. | 255,581 | $53.4M | 0.29% | −51,622−16.8% | Reduced |
| Rockefeller Capital Management L.P. | 252,784 | $52.8M | 0.20% | −34,220−11.9% | Reduced |
| Atalan Capital Partners, LP | 250,000 | $52.2M | 4.90% | +250,000 | New |
| Brandywine Global Investment Management, LLC | 242,517 | $50.7M | 0.44% | −6,052−2.4% | Reduced |
| Bank of America Corp | 239,666 | $50.1M | 0.01% | −18,034−7.0% | Reduced |
| Ensign Peak Advisors, Inc | 226,762 | $47.4M | 0.10% | +16,528+7.9% | Added |
| JPMorgan Chase & Co | 209,506 | $43.8M | 0.01% | +17,958+9.4% | Added |
| Cortland Associates Inc | 206,031 | $43.1M | 6.75% | −3,227−1.5% | Reduced |
| SEI Investments Co | 203,228 | $42.5M | 0.08% | +70,085+52.6% | Added |
| Credit Suisse AG | 201,108 | $42.0M | 0.04% | −4,516−2.2% | Reduced |
| Gillson Capital LP | 199,230 | $41.6M | 3.09% | +199,230 | New |
| Rhumbline Advisers | 195,330 | $40.8M | 0.05% | −4,151−2.1% | Reduced |
| Raymond James & Associates | 174,787 | $36.5M | 0.03% | −13,856−7.3% | Reduced |
| California State Teachers Retirement System | 167,834 | $35.1M | 0.05% | −6,192−3.6% | Reduced |
| Clearline Capital LP | 155,997 | $32.6M | 3.23% | +155,997 | New |
| Price T Rowe Associates Inc | 150,070 | $31.4M | 0.00% | +3,698+2.5% | Added |
| Man Group plc | – | $31.3M | 0.10% | – | – |
| Royal Bank of Canada | 140,491 | $29.4M | 0.01% | −32,938−19.0% | Reduced |
| UBS Group AG | 131,780 | $27.5M | 0.01% | −73,733−35.9% | Reduced |
| Oribel Capital Management, LP | 128,700 | $26.9M | 4.22% | +128,700 | New |
| Bamco Inc | 127,574 | $26.7M | 0.08% | −45,894−26.5% | Reduced |
| Principal Financial Group Inc | 126,767 | $26.5M | 0.02% | −4,751−3.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 126,176 | $26.4M | 0.07% | −81,665−39.3% | Reduced |
| New South Capital Management Inc | 125,035 | $26.1M | 1.25% | +300.0% | Added |
| Engine Capital Management, LP | 122,199 | $25.5M | 5.68% | +96,389+373.5% | Added |
| Alyeska Investment Group, L.P. | 118,650 | $24.8M | 0.17% | +118,650 | New |
| Sunriver Management LLC | 117,894 | $24.6M | 4.66% | +117,894 | New |
| Great West Life Assurance Co | 113,571 | $23.7M | 0.06% | −3,183−2.7% | Reduced |
| M&T Bank Corp | 112,776 | $23.6M | 0.09% | +820+0.7% | Added |
| Bank of Nova Scotia | 112,195 | $23.4M | 0.06% | −4,101−3.5% | Reduced |
| Natixis Advisors, L.P. | 111,981 | $23.4M | 0.07% | −1,959−1.7% | Reduced |
| Ameriprise Financial Inc | 110,539 | $23.1M | 0.01% | +1,981+1.8% | Added |
| Bank of Montreal | 111,127 | $22.8M | 0.01% | +2,870+2.7% | Added |
| State Board of Administration of Florida Retirement System | 106,438 | $22.2M | 0.05% | −12,440−10.5% | Reduced |
| New York State Teachers Retirement System | 104,898 | $21.9M | 0.05% | −6,930−6.2% | Reduced |
| BNP Paribas Arbitrage, SA | 101,809 | $21.3M | 0.05% | +18,754+22.6% | Added |
| Voya Investment Management LLC | 101,295 | $21.2M | 0.02% | −1,931−1.9% | Reduced |
| Ci Investments Inc. | 100,815 | $21.1M | 0.12% | −26,637−20.9% | Reduced |
| Rivermont Capital Management LP | 100,767 | $21.1M | 9.42% | +55,000+120.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 100,421 | $21.0M | 0.04% | +9,708+10.7% | Added |
| New York State Common Retirement Fund | 99,134 | $20.7M | 0.03% | −16,407−14.2% | Reduced |
| Squarepoint Ops LLC | 98,260 | $20.5M | 0.10% | +94,182+2,309.5% | Added |
| Aryeh Capital Management Ltd. | 96,336 | $20.1M | 16.20% | +45,836+90.8% | Added |
| Intech Investment Management LLC | 95,299 | $19.9M | 0.29% | +47,510+99.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 86,974 | $18.2M | 1.33% | −807−0.9% | Reduced |
| Diamond Hill Capital Management Inc | 76,914 | $16.1M | 0.08% | +2,765+3.7% | Added |
| KBC Group NV | 74,567 | $15.6M | 0.06% | −546−0.7% | Reduced |
| Aviva PLC | 69,855 | $14.6M | 0.06% | −185,771−72.7% | Reduced |
| Westport Asset Management Inc | 69,234 | $14.5M | 8.53% | 00.0% | Unchanged |