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 2024
Institutional positions in Willis Towers Watson PLC as of Sep 30, 2024. 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
- 672
- +25 vs. Q2 2024
- Shares held
- 93.5M
- +9.81M (+11.7%) vs. Q2 2024
- Total value
- $27.5B
- +$5.59B (+25.5%) vs. Q2 2024
- New holders
- 68
- 262 more added
- Sold out
- 43
- 235 more reduced
7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ossiam | 6,341 | $1.87M | 0.04% | +1,621+34.3% | Added |
| Assetmark, Inc | 6,222 | $1.83M | 0.01% | +73+1.2% | Added |
| Caitlin John, LLC | 5,770 | $1.83M | 1.18% | +5,770 | New |
| Mosaic Financial Group, LLC | 6,040 | $1.78M | 1.26% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 6,022 | $1.77M | 0.06% | +155+2.6% | Added |
| Accretive Wealth Partners, LLC | 6,014 | $1.77M | 0.74% | −136−2.2% | Reduced |
| Ameritas Investment Partners, Inc. | 5,843 | $1.72M | 0.06% | −380−6.1% | Reduced |
| Stratos Wealth Partners, LTD. | 5,810 | $1.71M | 0.02% | −149−2.5% | Reduced |
| Louisiana State Employees Retirement System | 5,700 | $1.68M | 0.03% | −100−1.7% | Reduced |
| Quantbot Technologies LP | 5,620 | $1.66M | 0.07% | +2,614+87.0% | Added |
| Securian Asset Management, Inc | 5,594 | $1.65M | 0.05% | −200−3.5% | Reduced |
| Park Avenue Securities LLC | 5,456 | $1.61M | 0.02% | +903+19.8% | Added |
| Cresset Asset Management, LLC | 5,428 | $1.60M | 0.01% | +320+6.3% | Added |
| Omers Administration Corp | 5,280 | $1.56M | 0.01% | +1,700+47.5% | Added |
| Oliver Luxxe Assets LLC | 5,249 | $1.55M | 0.28% | −15−0.3% | Reduced |
| Ieq Capital, LLC | 5,105 | $1.50M | 0.02% | +1,116+28.0% | Added |
| Cornercap Investment Counsel Inc | 5,101 | $1.50M | 0.44% | −3,475−40.5% | Reduced |
| New Mexico Educational Retirement Board | 5,000 | $1.47M | 0.05% | −200−3.8% | Reduced |
| RBF Capital, LLC | 5,000 | $1.47M | 0.08% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,954 | $1.46M | 0.03% | −615−11.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,920 | $1.45M | 0.00% | +920+23.0% | Added |
| Vinva Investment Management Ltd | 4,817 | $1.41M | 0.06% | +540+12.6% | Added |
| Commonwealth Equity Services, LLC | 4,696 | $1.38M | 0.00% | −657−12.3% | Reduced |
| Boston Partners | 4,682 | $1.38M | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,665 | $1.37M | 0.01% | −10.0% | Reduced |
| Teza Capital Management LLC | 4,665 | $1.37M | 0.15% | +4,665 | New |
| La Banque Postale Asset Management SA | 4,646 | $1.37M | 0.02% | −278−5.6% | Reduced |
| EP Wealth Advisors, LLC | 4,637 | $1.37M | 0.01% | +3,375+267.4% | Added |
| DRW Securities, LLC | 4,596 | $1.35M | 0.07% | +3,092+205.6% | Added |
| Rocky Mountain Advisers, LLC | 4,486 | $1.32M | 0.40% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,450 | $1.31M | 0.00% | +85+1.9% | Added |
| Illinois Municipal Retirement Fund | 4,429 | $1.30M | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 4,417 | $1.30M | 0.02% | +120+2.8% | Added |
| Qsemble Capital Management, LP | 4,322 | $1.27M | 0.23% | +4,322 | New |
| Sanctuary Advisors, LLC | 4,026 | $1.27M | 0.01% | +460+12.9% | Added |
| Commerce Bank | 4,295 | $1.27M | 0.01% | +308+7.7% | Added |
| Quantinno Capital Management LP | 4,259 | $1.25M | 0.02% | +686+19.2% | Added |
| NEOS Investment Management LLC | 4,186 | $1.23M | 0.04% | +812+24.1% | Added |
| BTG Pactual Asset Management US LLC | 4,123 | $1.21M | 0.18% | +4,123 | New |
| Walleye Capital LLC | 4,104 | $1.21M | 0.01% | −5,328−56.5% | Reduced |
| iA Global Asset Management Inc. | 4,091 | $1.21M | 0.02% | +4,091 | New |
| Norinchukin Bank, The | 4,075 | $1.20M | 0.03% | +503+14.1% | Added |
| Sterling Capital Management LLC | 4,066 | $1.20M | 0.02% | +4,066 | New |
| Formidable Asset Management, LLC | 4,033 | $1.19M | 0.19% | −777−16.2% | Reduced |
| SpiderRock Advisors, LLC | 4,031 | $1.19M | 0.03% | −7−0.2% | Reduced |
| Advisors Capital Management, LLC | 4,011 | $1.18M | 0.02% | −13−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,976 | $1.16M | 0.01% | +708+21.7% | Added |
| Hamilton Capital Partners Inc. | 3,950 | $1.16M | 0.10% | −80−2.0% | Reduced |
| CenterBook Partners LP | 3,930 | $1.16M | 0.07% | −6,660−62.9% | Reduced |
| Principal Securities, Inc. | 3,838 | $1.13M | 0.03% | +1,295+50.9% | Added |
| Hunter Associates Investment Management LLC | 3,810 | $1.12M | 0.17% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,597 | $1.06M | 0.01% | −23−0.6% | Reduced |
| LMCG Investments, LLC | 3,474 | $1.02M | 0.06% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,452 | $1.02M | 0.14% | +1,948+129.5% | Added |
| Raymond James Trust N.A. | 3,391 | $998.8K | 0.02% | −613−15.3% | Reduced |
| South Dakota Investment Council | 3,355 | $988.0K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 3,361 | $984.8K | 0.03% | −2,565−43.3% | Reduced |
| Alpine Global Management, LLC | 3,329 | $980.5K | 0.24% | +3,329 | New |
| Confluence Investment Management LLC | 3,300 | $971.9K | 0.01% | −68−2.0% | Reduced |
| AlTi Global, Inc. | 3,272 | $966.6K | 0.02% | −199−5.7% | Reduced |
| Assenagon Asset Management S.A. | 3,272 | $963.7K | 0.00% | +364+12.5% | Added |
| Los Angeles Capital Management LLC | 3,150 | $927.8K | 0.00% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 3,150 | $927.8K | 0.03% | +250+8.6% | Added |
| 44 Wealth Management LLC | 3,129 | $913.4K | 0.32% | +3,129 | New |
| MML Investors Services, LLC | 3,096 | $912.0K | 0.00% | +284+10.1% | Added |
| Williamson Legacy Group, LLC | 3,061 | $901.6K | 0.60% | +3,061 | New |
| Atria Investments LLC | 3,053 | $899.2K | 0.01% | −259−7.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,007 | $885.7K | 0.06% | −291−8.8% | Reduced |
| Thoroughbred Financial Services, LLC | 2,978 | $877.0K | 0.06% | −58−1.9% | Reduced |
| CWM, LLC | 2,947 | $868.0K | 0.00% | +618+26.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,931 | $863.3K | 0.00% | −1,784−37.8% | Reduced |
| HB Wealth Management, LLC | 2,913 | $858.0K | 0.01% | −337−10.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,899 | $853.8K | 0.16% | +2,479+590.2% | Added |
| Pettyjohn, Wood & White, Inc | 2,880 | $848.2K | 0.16% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 2,700 | $795.2K | 0.07% | +2,700 | New |
| TD Private Client Wealth LLC | 2,687 | $791.4K | 0.02% | +9+0.3% | Added |
| Ironwood Investment Counsel, LLC | 2,670 | $786.4K | 0.13% | −80−2.9% | Reduced |
| Exchange Traded Concepts, LLC | 2,664 | $784.6K | 0.02% | +255+10.6% | Added |
| Blueshift Asset Management, LLC | 2,627 | $773.7K | 0.19% | −401−13.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,626 | $773.4K | 0.03% | +90+3.5% | Added |
| Headlands Technologies LLC | 2,618 | $771.1K | 0.09% | −4,906−65.2% | Reduced |
| Clearstead Advisors, LLC | 2,579 | $759.6K | 0.01% | +5+0.2% | Added |
| Veriti Management LLC | 2,564 | $755.2K | 0.04% | +81+3.3% | Added |
| SkyView Investment Advisors, LLC | 2,560 | $754.0K | 0.13% | +54+2.2% | Added |
| Legacy Wealth Asset Management, LLC | 2,522 | $742.8K | 0.20% | −9−0.4% | Reduced |
| United Asset Strategies, Inc. | 2,521 | $742.5K | 0.07% | −600−19.2% | Reduced |
| Busey Wealth Management | 2,506 | $738.1K | 0.02% | −487−16.3% | Reduced |
| Paradigm Asset Management Co LLC | 2,500 | $736.3K | 0.19% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 2,475 | $729.0K | 0.02% | +47+1.9% | Added |
| S.E.E.D. Planning Group LLC | 2,463 | $725.4K | 0.24% | −36−1.4% | Reduced |
| First Trust Advisors LP | 2,459 | $724.2K | 0.00% | −192,727−98.7% | Reduced |
| Intrust Bank NA | 2,454 | $722.8K | 0.07% | +54+2.3% | Added |
| Janney Montgomery Scott LLC | 2,417 | $712.0K | 0.00% | +298+14.1% | Added |
| Monument Group Wealth Advisors, LLC | 2,369 | $697.8K | 0.42% | −649−21.5% | Reduced |
| Oppenheimer Asset Management Inc. | 2,301 | $677.7K | 0.01% | −1,072−31.8% | Reduced |
| Gabelli Funds LLC | 2,300 | $677.4K | 0.00% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,215 | $652.4K | 0.36% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,176 | $640.9K | 0.00% | −150−6.4% | Reduced |
| V-Square Quantitative Management LLC | 2,156 | $635.0K | 0.09% | +147+7.3% | Added |
| Capstone Investment Advisors, LLC | 2,146 | $632.1K | 0.01% | +851+65.7% | Added |