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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 16,511 | $3.45M | 0.00% | +370+2.3% | Added |
| Yousif Capital Management, LLC | 16,076 | $3.36M | 0.04% | −3,794−19.1% | Reduced |
| Public Employees Retirement Association of Colorado | 15,797 | $3.30M | 0.02% | −1,047−6.2% | Reduced |
| Handelsbanken Fonder AB | 15,792 | $3.30M | 0.02% | −12−0.1% | Reduced |
| Xponance, Inc. | 15,476 | $3.23M | 0.04% | +279+1.8% | Added |
| Sendero Wealth Management, LLC | 15,356 | $3.21M | 0.69% | +2,566+20.1% | Added |
| Janus Henderson Group PLC | 15,232 | $3.18M | 0.00% | −58,177−79.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,954 | $3.12M | 0.01% | +384+2.6% | Added |
| Game Creek Capital, LP | 14,925 | $3.12M | 2.07% | +14,925 | New |
| AMG National Trust Bank | 14,870 | $3.11M | 0.11% | −432−2.8% | Reduced |
| Creative Planning | 14,785 | $3.09M | 0.00% | +86+0.6% | Added |
| Mutual of America Capital Management LLC | 14,679 | $3.07M | 0.04% | −638−4.2% | Reduced |
| Allianz Asset Management GmbH | 14,436 | $3.02M | 0.01% | −1,647−10.2% | Reduced |
| Baird Financial Group, Inc. | 14,204 | $2.97M | 0.01% | +1,100+8.4% | Added |
| Savant Capital, LLC | 13,426 | $2.81M | 0.04% | +84+0.6% | Added |
| US Bancorp | 12,953 | $2.71M | 0.00% | −66−0.5% | Reduced |
| Captrust Financial Advisors | 12,772 | $2.67M | 0.01% | +1,383+12.1% | Added |
| State of Alaska, Department of Revenue | 12,455 | $2.60M | 0.03% | −735−5.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 12,420 | $2.60M | 1.14% | −550−4.2% | Reduced |
| Stifel Financial Corp | 12,248 | $2.56M | 0.00% | −2,833−18.8% | Reduced |
| CIBC Asset Management Inc | 12,200 | $2.55M | 0.01% | −864−6.6% | Reduced |
| Nissay Asset Management Corp | 12,196 | $2.55M | 0.02% | +410+3.5% | Added |
| Achmea Investment Management B.V. | 12,173 | $2.54M | 0.06% | −550−4.3% | Reduced |
| Truist Financial Corp | 11,422 | $2.39M | 0.00% | −646−5.4% | Reduced |
| Callahan Advisors, LLC | 11,288 | $2.36M | 0.30% | −607−5.1% | Reduced |
| Wealthfront Advisers LLC | 11,033 | $2.31M | 0.01% | +998+9.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,925 | $2.28M | 0.01% | +1,397+14.7% | Added |
| 1832 Asset Management L.P. | 10,639 | $2.22M | 0.00% | +675+6.8% | Added |
| HighTower Advisors, LLC | 10,414 | $2.17M | 0.00% | +488+4.9% | Added |
| Macquarie Group Ltd | 10,168 | $2.13M | 0.00% | +626+6.6% | Added |
| Gulf International Bank (UK) Ltd | 9,814 | $2.05M | 0.06% | −978−9.1% | Reduced |
| Cornercap Investment Counsel Inc | 9,808 | $2.05M | 0.37% | +129+1.3% | Added |
| Teachers Retirement System of the State of Kentucky | 9,687 | $2.02M | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 9,682 | $2.02M | 0.07% | +3,400+54.1% | Added |
| Desjardins Global Asset Management Inc. | 9,645 | $2.02M | 0.22% | +8,990+1,372.5% | Added |
| British Columbia Investment Management Corp | 9,641 | $2.01M | 0.02% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 9,628 | $2.01M | 0.04% | +1,600+19.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,617 | $2.01M | 0.03% | +97+1.0% | Added |
| Cary Street Partner Investment Advisory LLC | 9,333 | $1.95M | 0.10% | +7,952+575.8% | Added |
| Yakira Capital Management, Inc. | 9,325 | $1.95M | 0.53% | −2,609−21.9% | Reduced |
| Montag A & Associates Inc | 9,282 | $1.95M | 0.12% | −247−2.6% | Reduced |
| Ossiam | 9,124 | $1.91M | 0.03% | +2,101+29.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 9,077 | $1.90M | 0.00% | −3,980−30.5% | Reduced |
| STRS Ohio | 8,829 | $1.84M | 0.01% | +55+0.6% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 8,627 | $1.80M | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 8,447 | $1.77M | 0.06% | −109−1.3% | Reduced |
| Blair William & Co | 8,357 | $1.75M | 0.01% | −1,247−13.0% | Reduced |
| Walleye Trading LLC | 8,233 | $1.72M | 0.04% | +8,233 | New |
| Tower Research Capital LLC (TRC) | 8,099 | $1.69M | 0.05% | +3,088+61.6% | Added |
| Oregon Public Employees Retirement Fund | 8,094 | $1.69M | 0.02% | −200−2.4% | Reduced |
| The PNC Financial Services Group, Inc. | 8,055 | $1.68M | 0.00% | −4,769−37.2% | Reduced |
| Cary Street Partners Asset Management LLC | 7,957 | $1.66M | 0.31% | −33−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 7,865 | $1.64M | 0.01% | −15,262−66.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,756 | $1.62M | 0.04% | +440+6.0% | Added |
| Nordea Investment Management AB | 7,568 | $1.60M | 0.00% | −232−3.0% | Reduced |
| Hartford Investment Management Co | 7,547 | $1.58M | 0.06% | −365−4.6% | Reduced |
| Securian Asset Management, Inc | 7,496 | $1.57M | 0.05% | −1,197−13.8% | Reduced |
| Mariner, LLC | 7,452 | $1.56M | 0.00% | −1,365−15.5% | Reduced |
| Tudor Investment Corp Et Al | 7,223 | $1.51M | 0.02% | +7,223 | New |
| Pacer Advisors, Inc. | 6,859 | $1.43M | 0.01% | +165+2.5% | Added |
| Illinois Municipal Retirement Fund | 6,721 | $1.40M | 0.03% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 6,708 | $1.40M | 0.01% | +10.0% | Added |
| Ameritas Investment Partners, Inc. | 6,541 | $1.37M | 0.05% | −993−13.2% | Reduced |
| Louisiana State Employees Retirement System | 6,500 | $1.36M | 0.03% | −100−1.5% | Reduced |
| Live Oak Private Wealth LLC | 6,485 | $1.36M | 0.29% | +148+2.3% | Added |
| Busey Wealth Management | 6,477 | $1.35M | 0.06% | −36,583−85.0% | Reduced |
| Neuberger Berman Group LLC | 6,441 | $1.35M | 0.00% | −6,337−49.6% | Reduced |
| Assetmark, Inc | 6,190 | $1.29M | 0.01% | −34−0.5% | Reduced |
| Boston Partners | 6,100 | $1.27M | 0.00% | +416+7.3% | Added |
| Accretive Wealth Partners, LLC | 6,063 | $1.27M | 0.76% | +157+2.7% | Added |
| Caisse de Depot Et Placement du Quebec | 6,043 | $1.26M | 0.00% | −48,400−88.9% | Reduced |
| Franklin Resources Inc | 5,922 | $1.24M | 0.00% | −1,620,995−99.6% | Reduced |
| JustInvest LLC | 5,919 | $1.24M | 0.04% | −1,745−22.8% | Reduced |
| Crossmark Global Holdings, Inc. | 5,874 | $1.22M | 0.03% | −602−9.3% | Reduced |
| Commonwealth Equity Services, LLC | 5,769 | $1.21M | 0.00% | −163−2.7% | Reduced |
| La Banque Postale Asset Management SA | 5,676 | $1.19M | 0.03% | +599+11.8% | Added |
| Gardner Lewis Asset Management L P | 5,661 | $1.18M | 0.43% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 5,641 | $1.18M | 0.03% | +5,641 | New |
| DRW Securities, LLC | 5,621 | $1.18M | 0.09% | +5,621 | New |
| National Bank of Canada | 5,604 | $1.16M | 0.00% | +1,707+43.8% | Added |
| Guggenheim Capital LLC | 5,570 | $1.16M | 0.01% | −2,031−26.7% | Reduced |
| Thrivent Financial for Lutherans | 5,517 | $1.15M | 0.00% | −124−2.2% | Reduced |
| New Mexico Educational Retirement Board | 5,500 | $1.15M | 0.05% | +300+5.8% | Added |
| Fifth Third Bancorp | 5,223 | $1.09M | 0.01% | +2,998+134.7% | Added |
| Stratos Wealth Partners, LTD. | 5,123 | $1.07M | 0.02% | +681+15.3% | Added |
| 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 |
| RBF Capital, LLC | 5,000 | $1.04M | 0.07% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 4,982 | $1.04M | 0.05% | +552+12.5% | Added |
| Prudential PLC | 4,943 | $1.03M | 0.01% | −642−11.5% | Reduced |
| Raymond James Trust N.A. | 4,930 | $1.03M | 0.03% | −26−0.5% | Reduced |
| Toroso Investments, LLC | 4,907 | $1.03M | 0.03% | −1,944−28.4% | Reduced |
| Advisor Group Holdings, Inc. | 4,639 | $969.9K | 0.00% | −603−11.5% | Reduced |
| CIBC Private Wealth Group, LLC | 4,582 | $957.5K | 0.00% | +87+1.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,501 | $940.5K | 0.04% | +2,650+143.2% | Added |
| Rocky Mountain Advisers, LLC | 4,486 | $937.4K | 0.46% | 00.0% | Unchanged |
| LMCG Investments, LLC | 4,378 | $914.9K | 0.06% | −1,784−29.0% | Reduced |
| Federated Hermes, Inc. | 4,350 | $909.0K | 0.00% | +506+13.2% | Added |
| Metropolitan Life Insurance Co | 4,337 | $906.3K | 0.05% | −301−6.5% | Reduced |
| Dryden Capital, LLC | 4,250 | $888.1K | 1.47% | 00.0% | Unchanged |