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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 263 | $55.0K | 0.00% | +14+5.6% | Added |
| Gradient Investments LLC | 268 | $56.0K | 0.00% | −70,959−99.6% | Reduced |
| Alta Advisers Ltd | 300 | $62.7K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 317 | $66.2K | 0.00% | +216+213.9% | Added |
| Quadrant Capital Group LLC | 325 | $67.9K | 0.01% | −25−7.1% | Reduced |
| Washington Trust Advisors, Inc. | 338 | $70.6K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 343 | $71.7K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 346 | $72.3K | 0.00% | −24−6.5% | Reduced |
| Arlington Partners LLC | 350 | $73.1K | 0.03% | +34+10.8% | Added |
| Arlington Trust Co LLC | 350 | $73.1K | 0.03% | +350 | New |
| Umb Bank N A | 390 | $81.5K | 0.00% | +338+650.0% | Added |
| Financial Freedom, LLC | 406 | $84.8K | 0.06% | +2+0.5% | Added |
| Deseret Mutual Benefit Administrators | 454 | $94.9K | 0.05% | −18−3.8% | Reduced |
| Headlands Technologies LLC | 454 | $94.9K | 0.05% | +454 | New |
| PFS Partners, LLC | 457 | $95.5K | 0.08% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 503 | $105.1K | 0.00% | −425−45.8% | Reduced |
| EverSource Wealth Advisors, LLC | 523 | $109.3K | 0.01% | +32+6.5% | Added |
| PEAK6 Investments LLC | 553 | $115.6K | 0.01% | +553 | New |
| Acadian Asset Management LLC | 586 | $122.0K | 0.00% | +247+72.9% | Added |
| Global Retirement Partners, LLC | 592 | $123.5K | 0.01% | +8+1.4% | Added |
| Bessemer Group Inc | 600 | $126.0K | 0.00% | −650−52.0% | Reduced |
| Sentry Investment Management LLC | 608 | $127.0K | 0.06% | −98−13.9% | Reduced |
| Central Trust Co | 625 | $130.6K | 0.00% | −578−48.0% | Reduced |
| Gladius Capital Management LP | 679 | $141.9K | 0.04% | +75+12.4% | Added |
| JNBA Financial Advisors | 775 | $161.9K | 0.02% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 826 | $173.0K | 0.11% | 00.0% | Unchanged |
| Credit Agricole S A | 986 | $206.0K | 0.01% | +986 | New |
| Fidelis Capital Partners, LLC | 987 | $206.2K | 0.07% | −7−0.7% | Reduced |
| EP Wealth Advisors, LLC | 991 | $207.1K | 0.00% | −183,572−99.5% | Reduced |
| Lido Advisors, LLC | 995 | $208.0K | 0.00% | +995 | New |
| MML Investors Services, LLC | 998 | $208.0K | 0.00% | −688−40.8% | Reduced |
| Ronald Blue Trust, Inc. | 921 | $217.0K | 0.00% | +688+295.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,049 | $219.2K | 0.00% | +1,049 | New |
| Veriti Management LLC | 1,052 | $219.8K | 0.03% | −266−20.2% | Reduced |
| Connecticut Wealth Management, LLC | 1,065 | $222.5K | 0.02% | −1−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 1,100 | $229.9K | 0.00% | +1,100 | New |
| Empowered Funds, LLC | 1,112 | $232.4K | 0.01% | +244+28.1% | Added |
| Landaas & Co | 1,113 | $233.0K | 0.10% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,140 | $236.0K | 0.00% | −76−6.3% | Reduced |
| First Republic Investment Management, Inc. | 1,141 | $238.4K | 0.00% | −3,850−77.1% | Reduced |
| Wetherby Asset Management Inc | 1,157 | $241.8K | 0.01% | −35−2.9% | Reduced |
| Echo Street Capital Management LLC | 1,166 | $243.6K | 0.00% | +1,166 | New |
| Cigna Investments Inc | 1,172 | $245.0K | 0.06% | −159−11.9% | Reduced |
| GTS Securities LLC | 1,189 | $248.5K | 0.01% | +1,189 | New |
| Profund Advisors LLC | 1,190 | $248.7K | 0.01% | −51−4.1% | Reduced |
| Axq Capital, LP | 1,200 | $250.8K | 0.09% | +1,200 | New |
| Kestra Private Wealth Services, LLC | 1,204 | $251.6K | 0.01% | +37+3.2% | Added |
| Private Advisor Group, LLC | 1,225 | $256.0K | 0.00% | −1−0.1% | Reduced |
| Trust Asset Management LLC | 1,227 | $256.4K | 0.03% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 1,234 | $257.9K | 0.03% | +1,234 | New |
| Brighton Jones LLC | 1,253 | $261.9K | 0.01% | +52+4.3% | Added |
| Mayflower Financial Advisors, LLC | 1,257 | $262.7K | 0.04% | −11−0.9% | Reduced |
| Alhambra Investment Partners LLC | 1,260 | $263.3K | 0.17% | 00.0% | Unchanged |
| Rockland Trust Co | 1,266 | $264.5K | 0.02% | 00.0% | Unchanged |
| Telemus Capital, LLC | 1,283 | $268.1K | 0.02% | −795−38.3% | Reduced |
| Chicago Partners Investment Group LLC | 1,332 | $271.1K | 0.01% | +37+2.9% | Added |
| ORG Partners LLC | 1,301 | $271.9K | 0.08% | −18−1.4% | Reduced |
| Park Avenue Securities LLC | 1,300 | $272.0K | 0.00% | +1,300 | New |
| Swiss Life Asset Management Ltd | 1,313 | $274.1K | 0.00% | −8,537−86.7% | Reduced |
| Capital Analysts, LLC | 1,315 | $275.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 1,333 | $278.5K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,367 | $285.6K | 0.00% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,377 | $287.8K | 0.04% | −1,134−45.2% | Reduced |
| Regions Financial Corp | 1,396 | $291.7K | 0.00% | −29−2.0% | Reduced |
| Cohen & Steers, Inc. | 1,403 | $293.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,404 | $293.4K | 0.00% | +1,404 | New |
| Pekin Hardy Strauss, Inc. | 1,411 | $294.8K | 0.05% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,414 | $296.0K | 0.01% | −386−21.4% | Reduced |
| Horizon Investments, LLC | 1,434 | $299.6K | 0.01% | −24−1.6% | Reduced |
| First Hawaiian Bank | 1,448 | $302.6K | 0.01% | −1,627−52.9% | Reduced |
| Blueshift Asset Management, LLC | 1,456 | $304.2K | 0.18% | +1,456 | New |
| NBC Securities, Inc. | 1,475 | $308.0K | 0.03% | +1,475 | New |
| Fund Management at Engine No. 1 LLC | 1,500 | $313.4K | 0.05% | +115+8.3% | Added |
| Buckingham Strategic Wealth, LLC | 1,508 | $315.0K | 0.00% | +593+64.8% | Added |
| Cladis Investment Advisory, LLC | 1,510 | $315.5K | 0.28% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,513 | $316.2K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,540 | $321.8K | 0.01% | −683−30.7% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,541 | $322.0K | 0.11% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,548 | $323.5K | 0.01% | +592+61.9% | Added |
| Raub Brock Capital Management LP | 1,550 | $323.9K | 0.06% | −200−11.4% | Reduced |
| Virtu Financial LLC | 1,549 | $324.0K | 0.03% | −884−36.3% | Reduced |
| Moody National Bank Trust Division | 1,552 | $324.3K | 0.02% | −144−8.5% | Reduced |
| Stephens Inc | 1,558 | $325.6K | 0.01% | +11+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,613 | $337.0K | 0.01% | +17+1.1% | Added |
| DoubleLine ETF Adviser LP | 1,614 | $337.3K | 0.12% | +133+9.0% | Added |
| Advisory Services Network, LLC | 1,632 | $340.9K | 0.01% | +13+0.8% | Added |
| Symmetry Partners, LLC | 1,634 | $341.0K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,654 | $345.6K | 0.00% | −1,678−50.4% | Reduced |
| Dynamic Advisor Solutions LLC | 1,661 | $347.1K | 0.02% | −192−10.4% | Reduced |
| V-Square Quantitative Management LLC | 1,674 | $349.8K | 0.15% | +1,014+153.6% | Added |
| Vontobel Holding Ltd. | 1,691 | $353.4K | 0.00% | −9,250−84.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,698 | $354.9K | 0.00% | −44−2.5% | Reduced |
| Empower Advisory Group, LLC | 1,699 | $355.0K | 0.00% | +1,699 | New |
| Family Firm, Inc. | 1,704 | $356.1K | 0.10% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 1,716 | $358.6K | 0.00% | +1,716 | New |
| Clearbridge Investments, LLC | 1,728 | $361.1K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,743 | $364.2K | 0.00% | +60+3.6% | Added |
| Cetera Advisor Networks LLC | 1,751 | $366.0K | 0.00% | +392+28.8% | Added |
| DHJJ Financial Advisors, Ltd. | 1,752 | $366.1K | 0.19% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,782 | $372.4K | 0.12% | +8+0.5% | Added |