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, Q2 2025
Institutional positions in Willis Towers Watson PLC as of Jun 30, 2025. 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
- 724
- −27 vs. Q1 2025
- Shares held
- 94.3M
- +911.1K (+1.0%) vs. Q1 2025
- Total value
- $28.5B
- −$3.00B (−9.5%) vs. Q1 2025
- New holders
- 78
- 249 more added
- Sold out
- 105
- 273 more reduced
9 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 1,615 | $494.8K | 0.01% | +190+13.3% | Added |
| Busey Wealth Management | 1,618 | $495.9K | 0.02% | −346−17.6% | Reduced |
| Sequoia Financial Advisors, LLC | 1,627 | $498.8K | 0.00% | +62+4.0% | Added |
| S-Bank Fund Management Ltd | 1,630 | $499.6K | 0.07% | +1,630 | New |
| Stephens Inc | 1,636 | $501.5K | 0.01% | −216−11.7% | Reduced |
| Snowden Capital Advisors LLC | 1,657 | $509.4K | 0.02% | −690−29.4% | Reduced |
| First Horizon Advisors, Inc. | 1,675 | $513.6K | 0.01% | +73+4.6% | Added |
| Neville Rodie & Shaw Inc | 1,698 | $520.0K | 0.04% | −1,134−40.0% | Reduced |
| Colony Group, LLC | 1,708 | $523.4K | 0.00% | −44−2.5% | Reduced |
| Aquatic Capital Management LLC | 1,710 | $524.1K | 0.01% | −4,765−73.6% | Reduced |
| Empower Advisory Group, LLC | 1,733 | $531.2K | 0.00% | +2+0.1% | Added |
| Everence Capital Management Inc | 1,780 | $546.0K | 0.04% | −600−25.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,805 | $553.2K | 0.01% | +8+0.4% | Added |
| Achmea Investment Management B.V. | 1,859 | $569.0K | 0.01% | −6,976−79.0% | Reduced |
| Benjamin Edwards Inc | 1,929 | $591.2K | 0.01% | +594+44.5% | Added |
| Vestcor Inc | 1,963 | $602.0K | 0.02% | −13−0.7% | Reduced |
| Entropy Technologies, LP | 1,996 | $611.8K | 0.05% | +1,996 | New |
| Merit Financial Group, LLC | 2,000 | $613.0K | 0.01% | +913+84.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,003 | $614.0K | 0.00% | +7+0.4% | Added |
| Lester Murray Antman dba SimplyRich | 2,015 | $617.0K | 0.17% | −67−3.2% | Reduced |
| Saxon Interests, Inc. | 1,831 | $618.8K | 0.29% | 00.0% | Unchanged |
| Brueske Advisory Services, LLC | 2,022 | $619.7K | 0.42% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,028 | $621.8K | 0.02% | +10+0.5% | Added |
| Chicago Partners Investment Group LLC | 2,007 | $623.1K | 0.02% | +747+59.3% | Added |
| Harbour Capital Advisors, LLC | 2,058 | $626.6K | 0.13% | −117−5.4% | Reduced |
| Integrated Wealth Concepts LLC | 2,068 | $633.9K | 0.01% | +531+34.5% | Added |
| Jefferies Financial Group Inc. | 2,081 | $638.0K | 0.01% | −4,730−69.4% | Reduced |
| Vise Technologies, Inc. | 2,108 | $646.0K | 0.03% | +2,108 | New |
| 3Chopt Investment Partners, LLC | 2,105 | $647.1K | 0.16% | −51−2.4% | Reduced |
| Legal Advantage Investments, Inc. | 2,115 | $648.2K | 0.30% | −50−2.3% | Reduced |
| Gibbs Wealth Management | 2,119 | $649.5K | 0.13% | +383+22.1% | Added |
| Thoroughbred Financial Services, LLC | 2,145 | $657.0K | 0.05% | −386−15.3% | Reduced |
| Brighton Jones LLC | 2,151 | $659.2K | 0.02% | +743+52.8% | Added |
| MUFG Securities Americas Inc. | 2,197 | $673.4K | 0.06% | +430+24.3% | Added |
| Ground Swell Capital, LLC | 2,201 | $674.6K | 1.10% | +2,201 | New |
| Savant Capital, LLC | 2,212 | $678.1K | 0.00% | +271+14.0% | Added |
| Gateway Investment Advisers LLC | 2,246 | $688.4K | 0.01% | −3−0.1% | Reduced |
| First Manhattan Co | 2,241 | $688.9K | 0.00% | +40+1.8% | Added |
| V-Square Quantitative Management LLC | 2,252 | $690.2K | 0.09% | +53+2.4% | Added |
| Two Sigma Investments, LP | 2,300 | $705.0K | 0.00% | −14,189−86.1% | Reduced |
| Gabelli Funds LLC | 2,300 | $705.0K | 0.01% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 2,367 | $725.5K | 0.23% | −32−1.3% | Reduced |
| RSM US Wealth Management LLC | 2,361 | $725.7K | 0.01% | +746+46.2% | Added |
| D.A. Davidson & Co. | 2,392 | $733.1K | 0.01% | +1,036+76.4% | Added |
| Evelyn Partners Investment Management LLP | 2,412 | $739.3K | 0.02% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 2,450 | $750.9K | 0.01% | −400−14.0% | Reduced |
| Rathbone Brothers plc | 2,519 | $772.1K | 0.00% | +853+51.2% | Added |
| GWM Advisors LLC | 2,539 | $778.2K | 0.00% | −49−1.9% | Reduced |
| Vontobel Holding Ltd. | 2,549 | $781.3K | 0.00% | −148−5.5% | Reduced |
| Empowered Funds, LLC | 2,573 | $788.6K | 0.01% | +173+7.2% | Added |
| Inceptionr LLC | 2,610 | $800.0K | 0.19% | +2,610 | New |
| CenterBook Partners LP | 2,620 | $803.0K | 0.04% | +974+59.2% | Added |
| Intrust Bank NA | 2,629 | $805.8K | 0.07% | −5−0.2% | Reduced |
| Two Sigma Advisers, LP | 2,700 | $827.5K | 0.00% | +2,000+285.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,738 | $839.2K | 0.06% | −190−6.5% | Reduced |
| TD Private Client Wealth LLC | 2,743 | $840.7K | 0.02% | −4−0.1% | Reduced |
| Clearstead Advisors, LLC | 2,794 | $856.4K | 0.01% | +202+7.8% | Added |
| GAMMA Investing LLC | 2,810 | $861.3K | 0.05% | −171−5.7% | Reduced |
| Kestra Advisory Services, LLC | 2,846 | $872.4K | 0.00% | −11−0.4% | Reduced |
| LMCG Investments, LLC | 2,871 | $880.0K | 0.06% | −429−13.0% | Reduced |
| 44 Wealth Management LLC | 2,879 | $882.4K | 0.31% | −17−0.6% | Reduced |
| Horizon Investments, LLC | 2,902 | $889.5K | 0.01% | +1,469+102.5% | Added |
| Soundwatch Capital LLC | 890,015 | $893.4K | 0.19% | +890,015 | New |
| HB Wealth Management, LLC | 2,947 | $903.3K | 0.01% | −318−9.7% | Reduced |
| Legacy Financial Advisors, Inc. | 2,948 | $903.4K | 0.14% | +2,948 | New |
| Harvest Fund Management Co., Ltd | 2,915 | $928.0K | 0.04% | +2+0.1% | Added |
| Balyasny Asset Management LLC | 3,159 | $968.2K | 0.00% | −196,618−98.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,233 | $990.9K | 0.04% | +241+8.1% | Added |
| AlTi Global, Inc. | 3,260 | $1.00M | 0.03% | +6+0.2% | Added |
| Nomura Holdings Inc | 3,333 | $1.02M | 0.01% | +191+6.1% | Added |
| South Dakota Investment Council | 3,355 | $1.03M | 0.02% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 3,388 | $1.04M | 0.01% | +65+2.0% | Added |
| Assenagon Asset Management S.A. | 3,532 | $1.08M | 0.00% | −72−2.0% | Reduced |
| iA Global Asset Management Inc. | 3,577 | $1.10M | 0.02% | +2,605+268.0% | Added |
| Captrust Financial Advisors | 3,658 | $1.12M | 0.00% | +1,043+39.9% | Added |
| London Co of Virginia | 3,685 | $1.13M | 0.01% | +1,494+68.2% | Added |
| Omers Administration Corp | 3,690 | $1.13M | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,723 | $1.14M | 0.03% | −1,259−25.3% | Reduced |
| Sanctuary Advisors, LLC | 3,757 | $1.15M | 0.01% | +135+3.7% | Added |
| Atria Wealth Solutions, Inc. | 3,780 | $1.16M | 0.03% | +3,780 | New |
| Verition Fund Management LLC | 3,801 | $1.17M | 0.01% | −16,652−81.4% | Reduced |
| Formidable Asset Management, LLC | 3,452 | $1.17M | 0.20% | 00.0% | Unchanged |
| Numerai GP LLC | 3,831 | $1.17M | 0.17% | +1,074+39.0% | Added |
| Hunter Associates Investment Management LLC | 3,830 | $1.18M | 0.17% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,863 | $1.18M | 0.00% | +1,322+52.0% | Added |
| Allianz Asset Management GmbH | 3,869 | $1.19M | 0.00% | −3,853−49.9% | Reduced |
| SG Americas Securities, LLC | 4,060 | $1.24M | 0.01% | −4,997−55.2% | Reduced |
| Advisors Capital Management, LLC | 4,111 | $1.26M | 0.02% | +10+0.2% | Added |
| Advisor Group Holdings, Inc. | 4,110 | $1.27M | 0.00% | +2,580+168.6% | Added |
| Mesirow Financial Investment Management, Inc. | 4,212 | $1.29M | 0.03% | −3,914−48.2% | Reduced |
| EP Wealth Advisors, LLC | 4,256 | $1.30M | 0.01% | +27+0.6% | Added |
| Commerce Bank | 4,277 | $1.31M | 0.01% | −27−0.6% | Reduced |
| Hamilton Capital Partners Inc. | 4,315 | $1.32M | 0.07% | +160+3.9% | Added |
| Ostrum Asset Management | 4,383 | $1.34M | 0.06% | −127−2.8% | Reduced |
| Rocky Mountain Advisers, LLC | 4,486 | $1.37M | 0.42% | 00.0% | Unchanged |
| WBI Investments | 4,542 | $1.39M | 0.36% | −68−1.5% | Reduced |
| Oppenheimer Asset Management Inc. | 4,589 | $1.41M | 0.02% | −352−7.1% | Reduced |
| Fifth Third Bancorp | 4,595 | $1.41M | 0.00% | −30−0.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,629 | $1.42M | 0.00% | −34,877−88.3% | Reduced |
| New Mexico Educational Retirement Board | 4,700 | $1.44M | 0.05% | 00.0% | Unchanged |