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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 4,191 | $876.0K | 0.00% | −6,965−62.4% | Reduced |
| CI Private Wealth, LLC | 4,130 | $863.1K | 0.00% | +469+12.8% | Added |
| Oppenheimer Asset Management Inc. | 4,124 | $861.8K | 0.01% | +1,517+58.2% | Added |
| Kowal Investment Group, LLC | 4,072 | $850.8K | 0.23% | +15+0.4% | Added |
| Norinchukin Bank, The | 3,946 | $824.6K | 0.02% | −3,865−49.5% | Reduced |
| Commerce Bank | 3,884 | $811.6K | 0.01% | −88−2.2% | Reduced |
| Hunter Associates Investment Management LLC | 3,810 | $797.0K | 0.16% | 00.0% | Unchanged |
| Wellington Management Group LLP | 3,808 | $795.7K | 0.00% | −120−3.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,772 | $788.2K | 0.06% | −48−1.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,706 | $774.4K | 0.00% | +3,706 | New |
| Confluence Investment Management LLC | 3,537 | $739.1K | 0.01% | −49−1.4% | Reduced |
| SYSTM Wealth Solutions LLC | 3,462 | $723.4K | 0.11% | −225−6.1% | Reduced |
| Cresset Asset Management, LLC | 3,406 | $714.5K | 0.00% | +451+15.3% | Added |
| Pathstone Family Office, LLC | 3,368 | $704.4K | 0.01% | +2,097+165.0% | Added |
| South Dakota Investment Council | 3,360 | $702.0K | 0.02% | −300−8.2% | Reduced |
| USA Financial Portformulas Corp | 3,328 | $695.4K | 1.04% | −2−0.1% | Reduced |
| Thoroughbred Financial Services, LLC | 3,284 | $686.0K | 0.07% | +589+21.9% | Added |
| Tiedemann Advisors, LLC | 3,234 | $678.5K | 0.03% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 3,244 | $677.9K | 0.03% | −255−7.3% | Reduced |
| Ieq Capital, LLC | 3,232 | $675.4K | 0.01% | +831+34.6% | Added |
| Ironwood Investment Counsel, LLC | 3,191 | $666.8K | 0.16% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 3,121 | $652.1K | 0.08% | +1,949+166.3% | Added |
| SG Americas Securities, LLC | 3,074 | $642.0K | 0.01% | −12,774−80.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,880 | $601.8K | 0.14% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,859 | $597.4K | 0.01% | −751−20.8% | Reduced |
| Gateway Investment Advisers LLC | 2,821 | $589.5K | 0.01% | −46−1.6% | Reduced |
| Everence Capital Management Inc | 2,810 | $587.0K | 0.05% | +1,560+124.8% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 2,732 | $570.9K | 0.74% | −379−12.2% | Reduced |
| TD Private Client Wealth LLC | 2,722 | $568.8K | 0.02% | +11+0.4% | Added |
| Gabelli Funds LLC | 2,700 | $564.2K | 0.00% | −700−20.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,645 | $552.0K | 0.27% | −4,063−60.6% | Reduced |
| S.E.E.D. Planning Group LLC | 2,623 | $548.1K | 0.21% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,608 | $545.0K | 0.10% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 2,501 | $522.6K | 0.01% | +2,501 | New |
| Resources Investment Advisors, LLC. | 2,493 | $520.9K | 0.01% | +33+1.3% | Added |
| Schechter Investment Advisors, LLC | 2,401 | $501.6K | 0.05% | +2,401 | New |
| Assenagon Asset Management S.A. | 2,285 | $477.5K | 0.00% | −39−1.7% | Reduced |
| Legal Advantage Investments, Inc. | 2,265 | $473.3K | 0.34% | −200−8.1% | Reduced |
| CWM, LLC | 2,249 | $470.0K | 0.00% | +292+14.9% | Added |
| Lincoln National Corp | 2,247 | $469.5K | 0.01% | +8+0.4% | Added |
| SkyView Investment Advisors, LLC | 2,225 | $465.0K | 0.19% | +78+3.6% | Added |
| 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 |
| Vestcor Inc | 2,138 | $447.0K | 0.02% | −458−17.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,132 | $445.5K | 0.03% | +203+10.5% | 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 |
| Prelude Capital Management, LLC | 2,096 | $438.0K | 0.04% | +96+4.8% | Added |
| Magnetar Financial LLC | 2,078 | $434.2K | 0.01% | +2,078 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 2,074 | $433.4K | 0.01% | +19+0.9% | Added |
| Intrust Bank NA | 2,016 | $421.3K | 0.05% | −439−17.9% | Reduced |
| Daymark Wealth Partners, LLC | 2,008 | $419.6K | 0.03% | −154−7.1% | Reduced |
| KB Financial Partners, LLC | 1,969 | $411.0K | 0.12% | +4+0.2% | Added |
| 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 |
| James Hambro & Partners | 1,920 | $401.3K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,919 | $401.0K | 0.01% | −41−2.1% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,911 | $399.3K | 0.17% | +1+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,850 | $387.0K | 0.00% | −3−0.2% | Reduced |
| Washington Capital Management Inc | 1,850 | $386.6K | 0.36% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,839 | $384.3K | 0.01% | +62+3.5% | Added |
| Epoch Investment Partners, Inc. | 1,838 | $384.1K | 0.00% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,782 | $372.4K | 0.12% | +8+0.5% | Added |
| DHJJ Financial Advisors, Ltd. | 1,752 | $366.1K | 0.19% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 1,751 | $366.0K | 0.00% | +392+28.8% | Added |
| Kestra Advisory Services, LLC | 1,743 | $364.2K | 0.00% | +60+3.6% | Added |
| Clearbridge Investments, LLC | 1,728 | $361.1K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 1,716 | $358.6K | 0.00% | +1,716 | New |
| Family Firm, Inc. | 1,704 | $356.1K | 0.10% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,699 | $355.0K | 0.00% | +1,699 | New |
| Northwestern Mutual Wealth Management Co | 1,698 | $354.9K | 0.00% | −44−2.5% | Reduced |
| Vontobel Holding Ltd. | 1,691 | $353.4K | 0.00% | −9,250−84.5% | Reduced |
| V-Square Quantitative Management LLC | 1,674 | $349.8K | 0.15% | +1,014+153.6% | Added |
| Dynamic Advisor Solutions LLC | 1,661 | $347.1K | 0.02% | −192−10.4% | Reduced |
| Cerity Partners LLC | 1,654 | $345.6K | 0.00% | −1,678−50.4% | Reduced |
| Symmetry Partners, LLC | 1,634 | $341.0K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,632 | $340.9K | 0.01% | +13+0.8% | Added |
| DoubleLine ETF Adviser LP | 1,614 | $337.3K | 0.12% | +133+9.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,613 | $337.0K | 0.01% | +17+1.1% | Added |
| Stephens Inc | 1,558 | $325.6K | 0.01% | +11+0.7% | Added |
| Moody National Bank Trust Division | 1,552 | $324.3K | 0.02% | −144−8.5% | Reduced |
| Virtu Financial LLC | 1,549 | $324.0K | 0.03% | −884−36.3% | Reduced |
| Raub Brock Capital Management LP | 1,550 | $323.9K | 0.06% | −200−11.4% | Reduced |
| First Horizon Advisors, Inc. | 1,548 | $323.5K | 0.01% | +592+61.9% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,541 | $322.0K | 0.11% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,540 | $321.8K | 0.01% | −683−30.7% | Reduced |
| Brown Brothers Harriman & Co | 1,513 | $316.2K | 0.00% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,510 | $315.5K | 0.28% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 1,508 | $315.0K | 0.00% | +593+64.8% | Added |
| Fund Management at Engine No. 1 LLC | 1,500 | $313.4K | 0.05% | +115+8.3% | Added |
| NBC Securities, Inc. | 1,475 | $308.0K | 0.03% | +1,475 | New |
| Blueshift Asset Management, LLC | 1,456 | $304.2K | 0.18% | +1,456 | New |
| First Hawaiian Bank | 1,448 | $302.6K | 0.01% | −1,627−52.9% | Reduced |
| Horizon Investments, LLC | 1,434 | $299.6K | 0.01% | −24−1.6% | Reduced |
| Banque Cantonale Vaudoise | 1,414 | $296.0K | 0.01% | −386−21.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,411 | $294.8K | 0.05% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,404 | $293.4K | 0.00% | +1,404 | New |
| Cohen & Steers, Inc. | 1,403 | $293.0K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 1,396 | $291.7K | 0.00% | −29−2.0% | Reduced |
| Proficio Capital Partners LLC | 1,377 | $287.8K | 0.04% | −1,134−45.2% | Reduced |