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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 593 | $145.8K | 0.01% | +1+0.2% | Added |
| GAMMA Investing LLC | 564 | $138.9K | 0.04% | +564 | New |
| EverSource Wealth Advisors, LLC | 557 | $134.3K | 0.01% | +34+6.5% | Added |
| Sentry Investment Management LLC | 549 | $132.0K | 0.06% | −59−9.7% | Reduced |
| Parallel Advisors, LLC | 496 | $119.7K | 0.00% | −7−1.4% | Reduced |
| PFS Partners, LLC | 457 | $110.2K | 0.08% | 00.0% | Unchanged |
| Central Trust Co | 447 | $107.8K | 0.00% | −178−28.5% | Reduced |
| Financial Freedom, LLC | 408 | $98.3K | 0.06% | +2+0.5% | Added |
| Umb Bank N A | 384 | $92.6K | 0.00% | −6−1.5% | Reduced |
| Systematic Alpha Investments, LLC | 369 | $89.0K | 0.00% | +369 | New |
| Deseret Mutual Benefit Administrators | 361 | $87.1K | 0.05% | −93−20.5% | Reduced |
| Level Financial Advisors, Inc. | 343 | $82.7K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 339 | $81.8K | 0.00% | −7−2.0% | Reduced |
| Washington Trust Advisors, Inc. | 338 | $81.5K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 326 | $78.6K | 0.01% | +1+0.3% | Added |
| Allworth Financial LP | 306 | $73.8K | 0.00% | −11−3.5% | Reduced |
| Alta Advisers Ltd | 300 | $72.4K | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 288 | $69.5K | 0.00% | +288 | New |
| Capstone Investment Advisors, LLC | 268 | $64.6K | 0.00% | −54,299−99.5% | Reduced |
| Private Trust Co NA | 261 | $63.0K | 0.01% | +1+0.4% | Added |
| DT Investment Partners, LLC | 248 | $61.5K | 0.01% | +183+281.5% | Added |
| Tradition Wealth Management, LLC | 253 | $61.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 249 | $60.1K | 0.01% | +41+19.7% | Added |
| Gables Capital Management Inc. | 227 | $54.8K | 0.03% | 00.0% | Unchanged |
| New Millennium Group LLC | 206 | $49.8K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 203 | $49.0K | 0.01% | +203 | New |
| Massmutual Trust Co FSB | 200 | $48.2K | 0.00% | +106+112.8% | Added |
| Capital Advisors, Ltd. LLC | 172 | $41.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 154 | $37.1K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 151 | $36.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 150 | $36.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 149 | $35.9K | 0.00% | +9+6.4% | Added |
| Farther Finance Advisors, LLC | 148 | $35.7K | 0.00% | +11+8.0% | Added |
| HHM Wealth Advisors, LLC | 140 | $33.8K | 0.01% | +140 | New |
| Hexagon Capital Partners LLC | 129 | $31.1K | 0.01% | +81+168.8% | Added |
| JJJ Advisors Inc. | 128 | $30.9K | 0.01% | −106−45.3% | Reduced |
| Spire Wealth Management | 119 | $29.8K | 0.00% | +1+0.8% | Added |
| Coppell Advisory Solutions LLC | 122 | $29.4K | 0.01% | +122 | New |
| CKW Financial Group | 120 | $29.0K | 0.00% | +1+0.8% | Added |
| Exchange Traded Concepts, LLC | 119 | $28.7K | 0.00% | +119 | New |
| Loomis Sayles & Co L P | 117 | $28.0K | 0.00% | −17−12.7% | Reduced |
| Gradient Investments LLC | 97 | $23.4K | 0.00% | −171−63.8% | Reduced |
| Farmers & Merchants Investments Inc | 97 | $23.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 93 | $22.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 88 | $21.2K | 0.00% | +12+15.8% | Added |
| Quarry LP | 87 | $21.0K | 0.01% | +87 | New |
| FIL Ltd | 86 | $20.7K | 0.00% | +86 | New |
| Turtle Creek Wealth Advisors, LLC | 86 | $20.7K | 0.01% | +86 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 85 | $20.6K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 84 | $20.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 80 | $19.3K | 0.01% | +80 | New |
| Beacon Capital Management, LLC | 74 | $15.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 62 | $15.0K | 0.00% | −6−8.8% | Reduced |
| Bell Investment Advisors, Inc | 60 | $14.5K | 0.00% | +13+27.7% | Added |
| Zions Bancorporation, N.A. | 59 | $14.2K | 0.00% | +3+5.4% | Added |
| JFS Wealth Advisors, LLC | 57 | $13.7K | 0.00% | +10+21.3% | Added |
| Glen Eagle Advisors, LLC | 56 | $13.6K | 0.00% | −10−15.2% | Reduced |
| South State Corp. | 50 | $12.1K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 50 | $12.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 49 | $12.0K | 0.01% | −4−7.5% | Reduced |
| GW&K Investment Management, LLC | 48 | $12.0K | 0.00% | +4+9.1% | Added |
| Core Alternative Capital | 49 | $11.9K | 0.00% | −10−16.9% | Reduced |
| Bokf, NA | 49 | $11.8K | 0.00% | +36+276.9% | Added |
| Clearstead Advisors, LLC | 47 | $11.3K | 0.00% | +47 | New |
| Bruce G. Allen Investments, LLC | 47 | $11.3K | 0.01% | +47 | New |
| IFP Advisors, Inc | 42 | $10.1K | 0.00% | −221−84.0% | Reduced |
| Aspect Partners, LLC | 42 | $10.1K | 0.01% | +42 | New |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $9.57K | 0.00% | +21+116.7% | Added |
| Versant Capital Management, Inc | 38 | $9.17K | 0.00% | −3−7.3% | Reduced |
| Prestige Wealth Management Group LLC | 37 | $8.96K | 0.00% | +5+15.6% | Added |
| CGC Financial Services, LLC | 35 | $8.44K | 0.00% | +35 | New |
| Silicon Valley Capital Partners | 33 | $8.02K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 32 | $7.72K | 0.00% | +32 | New |
| Macroview Investment Management LLC | 30 | $7.24K | 0.01% | +30 | New |
| Private Wealth Management Group, LLC | 30 | $7.24K | 0.00% | +30 | New |
| Financial Management Professionals, Inc. | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 29 | $7.00K | 0.00% | +29 | New |
| Hobbs Group Advisors, LLC | 29 | $7.00K | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 25 | $6.03K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 24 | $6.00K | 0.00% | +24 | New |
| Abound Wealth Management | 25 | $5.92K | 0.00% | −1−3.8% | Reduced |
| Institutional & Family Asset Management, LLC | 22 | $5.31K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 21 | $5.07K | 0.00% | −7−25.0% | Reduced |
| Colonial Trust Co | 21 | $5.03K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 19 | $4.58K | 0.00% | +19 | New |
| Smartleaf Asset Management LLC | 19 | $4.54K | 0.00% | +19 | New |
| Quent Capital, LLC | 17 | $4.13K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 17 | $4.10K | 0.00% | −333−95.1% | Reduced |
| Washington Trust Co | 17 | $4.10K | 0.00% | −2−10.5% | Reduced |
| CoreFirst Bank & Trust | 17 | $4.10K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 16 | $3.86K | 0.00% | +16 | New |
| CVA Family Office, LLC | 16 | $3.86K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $3.84K | 0.00% | +24 | New |
| Sandy Spring Bank | 15 | $3.62K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $3.62K | 0.00% | +3+25.0% | Added |
| Venturi Wealth Management, LLC | 15 | $3.62K | 0.00% | +4+36.4% | Added |
| Fortitude Family Office, LLC | 12 | $2.89K | 0.00% | +12 | New |
| MCF Advisors LLC | 11 | $2.65K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 11 | $2.65K | 0.00% | 00.0% | Unchanged |