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 |
|---|---|---|---|---|---|
| Davenport & Co LLC | 1,367 | $285.6K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1,333 | $278.5K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,315 | $275.0K | 0.02% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 1,313 | $274.1K | 0.00% | −8,537−86.7% | Reduced |
| Park Avenue Securities LLC | 1,300 | $272.0K | 0.00% | +1,300 | New |
| ORG Partners LLC | 1,301 | $271.9K | 0.08% | −18−1.4% | Reduced |
| Chicago Partners Investment Group LLC | 1,332 | $271.1K | 0.01% | +37+2.9% | Added |
| Telemus Capital, LLC | 1,283 | $268.1K | 0.02% | −795−38.3% | Reduced |
| Rockland Trust Co | 1,266 | $264.5K | 0.02% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,260 | $263.3K | 0.17% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,257 | $262.7K | 0.04% | −11−0.9% | Reduced |
| Brighton Jones LLC | 1,253 | $261.9K | 0.01% | +52+4.3% | Added |
| Seven Eight Capital, LP | 1,234 | $257.9K | 0.03% | +1,234 | New |
| Trust Asset Management LLC | 1,227 | $256.4K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,225 | $256.0K | 0.00% | −1−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 1,204 | $251.6K | 0.01% | +37+3.2% | Added |
| Axq Capital, LP | 1,200 | $250.8K | 0.09% | +1,200 | New |
| Profund Advisors LLC | 1,190 | $248.7K | 0.01% | −51−4.1% | Reduced |
| GTS Securities LLC | 1,189 | $248.5K | 0.01% | +1,189 | New |
| Cigna Investments Inc | 1,172 | $245.0K | 0.06% | −159−11.9% | Reduced |
| Echo Street Capital Management LLC | 1,166 | $243.6K | 0.00% | +1,166 | New |
| Wetherby Asset Management Inc | 1,157 | $241.8K | 0.01% | −35−2.9% | Reduced |
| First Republic Investment Management, Inc. | 1,141 | $238.4K | 0.00% | −3,850−77.1% | Reduced |
| Penserra Capital Management LLC | 1,140 | $236.0K | 0.00% | −76−6.3% | Reduced |
| Landaas & Co | 1,113 | $233.0K | 0.10% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,112 | $232.4K | 0.01% | +244+28.1% | Added |
| D. E. Shaw & Co., Inc. | 1,100 | $229.9K | 0.00% | +1,100 | New |
| Connecticut Wealth Management, LLC | 1,065 | $222.5K | 0.02% | −1−0.1% | Reduced |
| Veriti Management LLC | 1,052 | $219.8K | 0.03% | −266−20.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,049 | $219.2K | 0.00% | +1,049 | New |
| Ronald Blue Trust, Inc. | 921 | $217.0K | 0.00% | +688+295.3% | Added |
| MML Investors Services, LLC | 998 | $208.0K | 0.00% | −688−40.8% | Reduced |
| Lido Advisors, LLC | 995 | $208.0K | 0.00% | +995 | New |
| EP Wealth Advisors, LLC | 991 | $207.1K | 0.00% | −183,572−99.5% | Reduced |
| Fidelis Capital Partners, LLC | 987 | $206.2K | 0.07% | −7−0.7% | Reduced |
| Credit Agricole S A | 986 | $206.0K | 0.01% | +986 | New |
| Citadel Investment Advisory, Inc. | 826 | $173.0K | 0.11% | 00.0% | Unchanged |
| JNBA Financial Advisors | 775 | $161.9K | 0.02% | 00.0% | Unchanged |
| Gladius Capital Management LP | 679 | $141.9K | 0.04% | +75+12.4% | Added |
| Central Trust Co | 625 | $130.6K | 0.00% | −578−48.0% | Reduced |
| Sentry Investment Management LLC | 608 | $127.0K | 0.06% | −98−13.9% | Reduced |
| Bessemer Group Inc | 600 | $126.0K | 0.00% | −650−52.0% | Reduced |
| Global Retirement Partners, LLC | 592 | $123.5K | 0.01% | +8+1.4% | Added |
| Acadian Asset Management LLC | 586 | $122.0K | 0.00% | +247+72.9% | Added |
| PEAK6 Investments LLC | 553 | $115.6K | 0.01% | +553 | New |
| EverSource Wealth Advisors, LLC | 523 | $109.3K | 0.01% | +32+6.5% | Added |
| Parallel Advisors, LLC | 503 | $105.1K | 0.00% | −425−45.8% | Reduced |
| PFS Partners, LLC | 457 | $95.5K | 0.08% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 454 | $94.9K | 0.05% | −18−3.8% | Reduced |
| Headlands Technologies LLC | 454 | $94.9K | 0.05% | +454 | New |
| Financial Freedom, LLC | 406 | $84.8K | 0.06% | +2+0.5% | Added |
| Umb Bank N A | 390 | $81.5K | 0.00% | +338+650.0% | Added |
| Arlington Partners LLC | 350 | $73.1K | 0.03% | +34+10.8% | Added |
| Arlington Trust Co LLC | 350 | $73.1K | 0.03% | +350 | New |
| Signaturefd, LLC | 346 | $72.3K | 0.00% | −24−6.5% | Reduced |
| Level Financial Advisors, Inc. | 343 | $71.7K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 338 | $70.6K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 325 | $67.9K | 0.01% | −25−7.1% | Reduced |
| Allworth Financial LP | 317 | $66.2K | 0.00% | +216+213.9% | Added |
| Alta Advisers Ltd | 300 | $62.7K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 268 | $56.0K | 0.00% | −70,959−99.6% | Reduced |
| IFP Advisors, Inc | 263 | $55.0K | 0.00% | +14+5.6% | Added |
| Private Trust Co NA | 260 | $54.3K | 0.01% | −3−1.1% | Reduced |
| Tradition Wealth Management, LLC | 253 | $53.0K | 0.01% | −1−0.4% | Reduced |
| JJJ Advisors Inc. | 234 | $48.9K | 0.01% | +219+1,460.0% | Added |
| Gables Capital Management Inc. | 227 | $47.4K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 208 | $43.5K | 0.01% | −10−4.6% | Reduced |
| New Millennium Group LLC | 206 | $43.0K | 0.04% | −82−28.5% | Reduced |
| Capital Advisors, Ltd. LLC | 172 | $36.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 154 | $32.2K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 152 | $31.8K | 0.02% | −96−38.7% | Reduced |
| Investors Research Corp | 151 | $31.6K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 150 | $31.3K | 0.00% | −14−8.5% | Reduced |
| Lindbrook Capital, LLC | 140 | $29.3K | 0.00% | −21−13.0% | Reduced |
| Farther Finance Advisors, LLC | 137 | $28.6K | 0.00% | +41+42.7% | Added |
| Loomis Sayles & Co L P | 134 | $28.0K | 0.00% | +134 | New |
| State of Wyoming | 125 | $26.1K | 0.01% | −659−84.1% | Reduced |
| CKW Financial Group | 119 | $25.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 118 | $24.7K | 0.00% | +17+16.8% | Added |
| Farmers & Merchants Investments Inc | 97 | $20.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 94 | $19.6K | 0.00% | −37−28.2% | Reduced |
| Harbor Investment Advisory, LLC | 93 | $19.4K | 0.00% | −2−2.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 85 | $17.8K | 0.01% | +85 | New |
| Trust Co of Vermont | 84 | $17.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 74 | $17.4K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 83 | $17.3K | 0.00% | +83 | New |
| MV Capital Management, Inc. | 76 | $15.9K | 0.00% | +9+13.4% | Added |
| Baker Avenue Asset Management, LP | 75 | $15.7K | 0.00% | −6−7.4% | Reduced |
| Pinnacle Bancorp, Inc. | 68 | $14.2K | 0.01% | +53+353.3% | Added |
| Earnest Partners LLC | 67 | $14.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 66 | $13.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 66 | $13.7K | 0.00% | −6−8.3% | Reduced |
| DT Investment Partners, LLC | 65 | $13.6K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 59 | $12.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 56 | $11.7K | 0.00% | −4−6.7% | Reduced |
| Covestor Ltd | 53 | $11.0K | 0.01% | +4+8.2% | Added |
| South State Corp. | 50 | $10.4K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 50 | $10.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 48 | $10.0K | 0.00% | −24−33.3% | Reduced |
| Bell Investment Advisors, Inc | 47 | $9.82K | 0.00% | −47−50.0% | Reduced |