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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 0 | $0 | 0.00% | −1,622−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −1,244−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −1,212−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,153−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −1,120−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −1,115−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −1,096−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −1,083−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −984−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −972−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −972−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −954−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −951−100.0% | Sold out |
| Garrison Asset Management, LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −946−100.0% | Sold out |
| First Pacific Advisors, LP | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −922−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −921−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −887−100.0% | Sold out |
| Seed Wealth Management, Inc. | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Highlander Capital Management, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | 0 | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| 44 Wealth Management LLC | – | – | – | – | Not filed |
| EA Series Trust | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |