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, Q4 2023
Institutional positions in Willis Towers Watson PLC as of Dec 31, 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
- 632
- +78 vs. Q3 2023
- Shares held
- 95.3M
- −855.5K (−0.9%) vs. Q3 2023
- Total value
- $23.0B
- +$2.86B (+14.2%) vs. Q3 2023
- New holders
- 121
- 197 more added
- Sold out
- 43
- 229 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,617,466 | $2.80B | 0.06% | −197,601−1.7% | Reduced |
| BlackRock Inc. | 10,307,927 | $2.49B | 0.06% | −262,434−2.5% | Reduced |
| Massachusetts Financial Services Co | 9,670,510 | $2.33B | 0.75% | −276,295−2.8% | Reduced |
| First Eagle Investment Management, LLC | 5,568,252 | $1.34B | 3.21% | +158,234+2.9% | Added |
| Artisan Partners Limited Partnership | 4,521,760 | $1.09B | 1.71% | −1,003,230−18.2% | Reduced |
| State Street Corp | 4,278,553 | $1.04B | 0.05% | +51,634+1.2% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 4,079,278 | $983.9M | 1.70% | −128,021−3.0% | Reduced |
| Geode Capital Management, LLC | 2,478,091 | $596.2M | 0.06% | +7,810+0.3% | Added |
| Invesco Ltd. | 2,014,250 | $485.8M | 0.12% | −7,352−0.4% | Reduced |
| FMR LLC | 1,933,329 | $466.3M | 0.04% | +91,063+4.9% | Added |
| Baupost Group LLCSuperinvestorBaupost Group | 1,555,667 | $375.2M | 8.18% | 00.0% | Unchanged |
| Victory Capital Management Inc | 1,472,707 | $355.2M | 0.37% | +1,442,722+4,811.5% | Added |
| Bank of New York Mellon Corp | 1,434,200 | $345.9M | 0.07% | +317,003+28.4% | Added |
| Norges Bank | 1,247,023 | $300.8M | 0.05% | −35,549−2.8% | Reduced |
| Northern Trust Corp | 1,150,874 | $277.6M | 0.05% | −47,103−3.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,130,040 | $272.6M | 0.96% | −40,799−3.5% | Reduced |
| Burgundy Asset Management Ltd. | 1,042,550 | $251.5M | 2.79% | −15,185−1.4% | Reduced |
| Nuveen Asset Management, LLC | 962,781 | $232.4M | 0.07% | +39,168+4.2% | Added |
| Altrinsic Global Advisors LLC | 915,091 | $220.7M | 9.37% | −224,493−19.7% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 806,836 | $194.6M | 6.05% | 00.0% | Unchanged |
| Southpoint Capital Advisors LP | 800,000 | $193.0M | 4.15% | +100,000+14.3% | Added |
| Morgan Stanley | 789,327 | $190.4M | 0.02% | +32,288+4.3% | Added |
| Alliancebernstein L.P. | 722,280 | $174.2M | 0.07% | −32,306−4.3% | Reduced |
| American Century Companies Inc | 721,273 | $174.0M | 0.12% | −372,449−34.1% | Reduced |
| Legal & General Group Plc | 705,799 | $170.2M | 0.05% | −26,256−3.6% | Reduced |
| Clarkston Capital Partners, LLC | 695,733 | $167.8M | 3.11% | −43,752−5.9% | Reduced |
| Dimensional Fund Advisors LP | 659,964 | $159.2M | 0.05% | +23,805+3.7% | Added |
| UBS Asset Management Americas Inc | 629,764 | $151.9M | 0.06% | −12,294−1.9% | Reduced |
| Brandes Investment Partners, LP | 578,663 | $139.6M | 2.12% | −26,856−4.4% | Reduced |
| Charles Schwab Investment Management Inc | 571,599 | $137.9M | 0.04% | +5,241+0.9% | Added |
| California Public Employees Retirement System | 540,793 | $130.4M | 0.10% | −4,957−0.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 470,288 | $113.4M | 0.23% | +46,100+10.9% | Added |
| Balyasny Asset Management LLC | 443,656 | $107.0M | 0.30% | +443,656 | New |
| Millennium Management LLC | 427,803 | $103.2M | 0.10% | +388,590+991.0% | Added |
| Capital Research Global Investors | 424,638 | $102.4M | 0.03% | −40.0% | Reduced |
| Prana Capital Management, LP | 404,717 | $97.6M | 5.75% | +23,037+6.0% | Added |
| Atalan Capital Partners, LP | 390,000 | $94.1M | 8.28% | +140,000+56.0% | Added |
| Amundi | 384,427 | $92.2M | 0.04% | +30,729+8.7% | Added |
| Goldman Sachs Group Inc | 375,114 | $90.5M | 0.02% | +2,336+0.6% | Added |
| Ceredex Value Advisors LLC | 367,908 | $89.0M | 1.54% | −234,733−39.0% | Reduced |
| Barclays PLC | 354,274 | $85.5M | 0.04% | +69,214+24.3% | Added |
| Citadel Advisors LLC | 345,323 | $83.3M | 0.08% | −47,821−12.2% | Reduced |
| Swiss National Bank | 327,810 | $79.1M | 0.06% | −14,500−4.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 313,786 | $75.7M | 1.22% | −13,833−4.2% | Reduced |
| Alyeska Investment Group, L.P. | 309,822 | $74.7M | 0.50% | +191,172+161.1% | Added |
| Sound Shore Management Inc | 303,419 | $73.2M | 2.54% | +303,419 | New |
| Brandywine Global Investment Management, LLC | 299,285 | $72.2M | 0.58% | +56,768+23.4% | Added |
| 3G Sahana Capital Management LP | 299,140 | $72.2M | 11.35% | +299,140 | New |
| Bank of America Corp | 280,229 | $67.6M | 0.01% | +40,563+16.9% | Added |
| Johnson Investment Counsel Inc | 279,940 | $67.5M | 0.79% | −2,978−1.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 275,987 | $66.6M | 0.05% | −3,794−1.4% | Reduced |
| River Road Asset Management, LLC | 261,499 | $63.1M | 0.88% | −60,945−18.9% | Reduced |
| Perpetual Ltd | 259,147 | $62.5M | 0.64% | −10,052−3.7% | Reduced |
| Gillson Capital LP | 253,591 | $61.2M | 6.44% | +54,361+27.3% | Added |
| Deutsche Bank AG | 252,481 | $60.9M | 0.03% | −7,024−2.7% | Reduced |
| Crawford Investment Counsel Inc | 252,307 | $60.9M | 1.22% | −17,913−6.6% | Reduced |
| Rockefeller Capital Management L.P. | 241,759 | $58.3M | 0.19% | −11,025−4.4% | Reduced |
| Russell Investments Group, Ltd. | 241,479 | $58.2M | 0.10% | −24,724−9.3% | Reduced |
| SEI Investments Co | 223,747 | $54.0M | 0.09% | +20,519+10.1% | Added |
| Credit Suisse AG | 204,773 | $49.4M | 0.05% | +3,665+1.8% | Added |
| Cortland Associates Inc | 203,206 | $49.0M | 7.17% | −2,825−1.4% | Reduced |
| Royal Bank of Canada | 198,143 | $47.8M | 0.01% | +57,652+41.0% | Added |
| Ameriprise Financial Inc | 196,052 | $47.3M | 0.01% | +85,513+77.4% | Added |
| Rhumbline Advisers | 191,468 | $46.2M | 0.05% | −3,862−2.0% | Reduced |
| Man Group plc | 180,309 | $43.5M | 0.13% | – | – |
| Mawer Investment Management Ltd. | 178,878 | $43.1M | 0.22% | −76,703−30.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 175,059 | $42.2M | 0.35% | −100,575−36.5% | Reduced |
| UBS Group AG | 173,367 | $41.8M | 0.02% | +41,587+31.6% | Added |
| California State Teachers Retirement System | 168,752 | $40.7M | 0.06% | +918+0.5% | Added |
| Bank of Montreal | 161,706 | $39.1M | 0.02% | +50,579+45.5% | Added |
| Sunriver Management LLC | 155,632 | $37.5M | 5.88% | +37,738+32.0% | Added |
| JPMorgan Chase & Co | 152,708 | $36.8M | 0.00% | −56,798−27.1% | Reduced |
| Price T Rowe Associates Inc | 148,855 | $35.9M | 0.00% | −1,215−0.8% | Reduced |
| Intech Investment Management LLC | 146,382 | $35.3M | 0.51% | +51,083+53.6% | Added |
| Raymond James & Associates | 144,106 | $34.8M | 0.03% | −30,681−17.6% | Reduced |
| Natixis Advisors, L.P. | 127,771 | $30.8M | 0.08% | +15,790+14.1% | Added |
| Principal Financial Group Inc | 122,785 | $29.6M | 0.02% | −3,982−3.1% | Reduced |
| Engine Capital Management, LP | 122,089 | $29.4M | 4.86% | −110−0.1% | Reduced |
| New South Capital Management Inc | 120,144 | $29.0M | 1.26% | −4,891−3.9% | Reduced |
| Renaissance Technologies LLC | 119,520 | $28.8M | 0.04% | +119,520 | New |
| Ensign Peak Advisors, Inc | 116,686 | $28.1M | 0.06% | −110,076−48.5% | Reduced |
| BNP Paribas Arbitrage, SA | 114,487 | $27.6M | 0.05% | +12,678+12.5% | Added |
| Great West Life Assurance Co | 112,241 | $26.9M | 0.06% | −1,330−1.2% | Reduced |
| Bank of Nova Scotia | 110,488 | $26.6M | 0.05% | −1,707−1.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 109,302 | $26.4M | 0.06% | −16,874−13.4% | Reduced |
| State Board of Administration of Florida Retirement System | 109,211 | $26.3M | 0.05% | +2,773+2.6% | Added |
| Bamco Inc | 103,757 | $25.0M | 0.07% | −23,817−18.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 100,421 | $24.2M | 0.04% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 97,702 | $23.6M | 0.05% | −7,196−6.9% | Reduced |
| Jane Street Group, LLC | 96,719 | $23.3M | 0.03% | +33,370+52.7% | Added |
| New York State Common Retirement Fund | 87,270 | $21.0M | 0.03% | −11,864−12.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 85,695 | $20.7M | 1.38% | −1,279−1.5% | Reduced |
| Aryeh Capital Management Ltd. | 83,936 | $20.2M | 12.24% | −12,400−12.9% | Reduced |
| Citigroup Inc | 81,836 | $19.7M | 0.03% | +31,049+61.1% | Added |
| Rivermont Capital Management LP | 81,824 | $19.7M | 8.06% | −18,943−18.8% | Reduced |
| Voya Investment Management LLC | 78,942 | $19.0M | 0.02% | −22,353−22.1% | Reduced |
| Aviva PLC | 78,396 | $18.9M | 0.07% | +8,541+12.2% | Added |
| Ci Investments Inc. | 75,802 | $18.3M | 0.09% | −25,013−24.8% | Reduced |
| Macquarie Group Ltd | 74,979 | $18.1M | 0.02% | +64,811+637.4% | Added |
| Bridgewater Associates, LP | 74,799 | $18.0M | 0.10% | +28,046+60.0% | Added |