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 |
|---|---|---|---|---|---|
| Epoch Investment Partners, Inc. | 1,838 | $384.1K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,839 | $384.3K | 0.01% | +62+3.5% | Added |
| Washington Capital Management Inc | 1,850 | $386.6K | 0.36% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,850 | $387.0K | 0.00% | −3−0.2% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,911 | $399.3K | 0.17% | +1+0.1% | Added |
| Coldstream Capital Management Inc | 1,919 | $401.0K | 0.01% | −41−2.1% | Reduced |
| James Hambro & Partners | 1,920 | $401.3K | 0.03% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,950 | $407.5K | 0.00% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 1,950 | $407.5K | 0.65% | +1,950 | New |
| KB Financial Partners, LLC | 1,969 | $411.0K | 0.12% | +4+0.2% | Added |
| Daymark Wealth Partners, LLC | 2,008 | $419.6K | 0.03% | −154−7.1% | Reduced |
| Intrust Bank NA | 2,016 | $421.3K | 0.05% | −439−17.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,074 | $433.4K | 0.01% | +19+0.9% | Added |
| Magnetar Financial LLC | 2,078 | $434.2K | 0.01% | +2,078 | New |
| Prelude Capital Management, LLC | 2,096 | $438.0K | 0.04% | +96+4.8% | Added |
| Balentine LLC | 2,129 | $444.9K | 0.01% | −598−21.9% | Reduced |
| Impax Asset Management Group plc | 2,129 | $444.9K | 0.00% | −398−15.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,132 | $445.5K | 0.03% | +203+10.5% | Added |
| Vestcor Inc | 2,138 | $447.0K | 0.02% | −458−17.6% | Reduced |
| Bleakley Financial Group, LLC | 2,198 | $459.3K | 0.02% | −442−16.7% | Reduced |
| Sawtooth Solutions, LLC | 2,198 | $459.3K | 0.01% | −441−16.7% | Reduced |
| SkyView Investment Advisors, LLC | 2,225 | $465.0K | 0.19% | +78+3.6% | Added |
| Lincoln National Corp | 2,247 | $469.5K | 0.01% | +8+0.4% | Added |
| CWM, LLC | 2,249 | $470.0K | 0.00% | +292+14.9% | Added |
| Legal Advantage Investments, Inc. | 2,265 | $473.3K | 0.34% | −200−8.1% | Reduced |
| Assenagon Asset Management S.A. | 2,285 | $477.5K | 0.00% | −39−1.7% | Reduced |
| Schechter Investment Advisors, LLC | 2,401 | $501.6K | 0.05% | +2,401 | New |
| Resources Investment Advisors, LLC. | 2,493 | $520.9K | 0.01% | +33+1.3% | Added |
| Wolverine Trading, LLC | 2,501 | $522.6K | 0.01% | +2,501 | New |
| Qtron Investments LLC | 2,608 | $545.0K | 0.10% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 2,623 | $548.1K | 0.21% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 2,645 | $552.0K | 0.27% | −4,063−60.6% | Reduced |
| Gabelli Funds LLC | 2,700 | $564.2K | 0.00% | −700−20.6% | Reduced |
| TD Private Client Wealth LLC | 2,722 | $568.8K | 0.02% | +11+0.4% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 2,732 | $570.9K | 0.74% | −379−12.2% | Reduced |
| Everence Capital Management Inc | 2,810 | $587.0K | 0.05% | +1,560+124.8% | Added |
| Gateway Investment Advisers LLC | 2,821 | $589.5K | 0.01% | −46−1.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,859 | $597.4K | 0.01% | −751−20.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,880 | $601.8K | 0.14% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,074 | $642.0K | 0.01% | −12,774−80.6% | Reduced |
| United Asset Strategies, Inc. | 3,121 | $652.1K | 0.08% | +1,949+166.3% | Added |
| Ironwood Investment Counsel, LLC | 3,191 | $666.8K | 0.16% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,232 | $675.4K | 0.01% | +831+34.6% | Added |
| Advisor Partners II, LLC | 3,244 | $677.9K | 0.03% | −255−7.3% | Reduced |
| Tiedemann Advisors, LLC | 3,234 | $678.5K | 0.03% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 3,284 | $686.0K | 0.07% | +589+21.9% | Added |
| USA Financial Portformulas Corp | 3,328 | $695.4K | 1.04% | −2−0.1% | Reduced |
| South Dakota Investment Council | 3,360 | $702.0K | 0.02% | −300−8.2% | Reduced |
| Pathstone Family Office, LLC | 3,368 | $704.4K | 0.01% | +2,097+165.0% | Added |
| Cresset Asset Management, LLC | 3,406 | $714.5K | 0.00% | +451+15.3% | Added |
| SYSTM Wealth Solutions LLC | 3,462 | $723.4K | 0.11% | −225−6.1% | Reduced |
| Confluence Investment Management LLC | 3,537 | $739.1K | 0.01% | −49−1.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,706 | $774.4K | 0.00% | +3,706 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 3,772 | $788.2K | 0.06% | −48−1.3% | Reduced |
| Wellington Management Group LLP | 3,808 | $795.7K | 0.00% | −120−3.1% | Reduced |
| Hunter Associates Investment Management LLC | 3,810 | $797.0K | 0.16% | 00.0% | Unchanged |
| Commerce Bank | 3,884 | $811.6K | 0.01% | −88−2.2% | Reduced |
| Norinchukin Bank, The | 3,946 | $824.6K | 0.02% | −3,865−49.5% | Reduced |
| Kowal Investment Group, LLC | 4,072 | $850.8K | 0.23% | +15+0.4% | Added |
| Oppenheimer Asset Management Inc. | 4,124 | $861.8K | 0.01% | +1,517+58.2% | Added |
| CI Private Wealth, LLC | 4,130 | $863.1K | 0.00% | +469+12.8% | Added |
| Janney Montgomery Scott LLC | 4,191 | $876.0K | 0.00% | −6,965−62.4% | Reduced |
| Dryden Capital, LLC | 4,250 | $888.1K | 1.47% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,337 | $906.3K | 0.05% | −301−6.5% | Reduced |
| Federated Hermes, Inc. | 4,350 | $909.0K | 0.00% | +506+13.2% | Added |
| LMCG Investments, LLC | 4,378 | $914.9K | 0.06% | −1,784−29.0% | Reduced |
| Rocky Mountain Advisers, LLC | 4,486 | $937.4K | 0.46% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 4,501 | $940.5K | 0.04% | +2,650+143.2% | Added |
| CIBC Private Wealth Group, LLC | 4,582 | $957.5K | 0.00% | +87+1.9% | Added |
| Advisor Group Holdings, Inc. | 4,639 | $969.9K | 0.00% | −603−11.5% | Reduced |
| Toroso Investments, LLC | 4,907 | $1.03M | 0.03% | −1,944−28.4% | Reduced |
| Raymond James Trust N.A. | 4,930 | $1.03M | 0.03% | −26−0.5% | Reduced |
| Prudential PLC | 4,943 | $1.03M | 0.01% | −642−11.5% | Reduced |
| Metis Global Partners, LLC | 4,982 | $1.04M | 0.05% | +552+12.5% | Added |
| RBF Capital, LLC | 5,000 | $1.04M | 0.07% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 5,039 | $1.05M | 0.01% | −391−7.2% | Reduced |
| Orion Portfolio Solutions, LLC | 5,039 | $1.05M | 0.01% | −391−7.2% | Reduced |
| Stratos Wealth Partners, LTD. | 5,123 | $1.07M | 0.02% | +681+15.3% | Added |
| Fifth Third Bancorp | 5,223 | $1.09M | 0.01% | +2,998+134.7% | Added |
| New Mexico Educational Retirement Board | 5,500 | $1.15M | 0.05% | +300+5.8% | Added |
| Thrivent Financial for Lutherans | 5,517 | $1.15M | 0.00% | −124−2.2% | Reduced |
| Guggenheim Capital LLC | 5,570 | $1.16M | 0.01% | −2,031−26.7% | Reduced |
| National Bank of Canada | 5,604 | $1.16M | 0.00% | +1,707+43.8% | Added |
| DRW Securities, LLC | 5,621 | $1.18M | 0.09% | +5,621 | New |
| Hantz Financial Services, Inc. | 5,641 | $1.18M | 0.03% | +5,641 | New |
| Gardner Lewis Asset Management L P | 5,661 | $1.18M | 0.43% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 5,676 | $1.19M | 0.03% | +599+11.8% | Added |
| Commonwealth Equity Services, LLC | 5,769 | $1.21M | 0.00% | −163−2.7% | Reduced |
| Crossmark Global Holdings, Inc. | 5,874 | $1.22M | 0.03% | −602−9.3% | Reduced |
| JustInvest LLC | 5,919 | $1.24M | 0.04% | −1,745−22.8% | Reduced |
| Franklin Resources Inc | 5,922 | $1.24M | 0.00% | −1,620,995−99.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 6,043 | $1.26M | 0.00% | −48,400−88.9% | Reduced |
| Accretive Wealth Partners, LLC | 6,063 | $1.27M | 0.76% | +157+2.7% | Added |
| Boston Partners | 6,100 | $1.27M | 0.00% | +416+7.3% | Added |
| Assetmark, Inc | 6,190 | $1.29M | 0.01% | −34−0.5% | Reduced |
| Neuberger Berman Group LLC | 6,441 | $1.35M | 0.00% | −6,337−49.6% | Reduced |
| Busey Wealth Management | 6,477 | $1.35M | 0.06% | −36,583−85.0% | Reduced |
| Live Oak Private Wealth LLC | 6,485 | $1.36M | 0.29% | +148+2.3% | Added |
| Louisiana State Employees Retirement System | 6,500 | $1.36M | 0.03% | −100−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 6,541 | $1.37M | 0.05% | −993−13.2% | Reduced |