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 |
|---|---|---|---|---|---|
| Cinctive Capital Management LP | 6,113 | $1.87M | 0.10% | −9,128−59.9% | Reduced |
| Hartford Investment Management Co | 6,003 | $1.84M | 0.06% | −173−2.8% | Reduced |
| Ossiam | 6,001 | $1.84M | 0.02% | −583−8.9% | Reduced |
| Bridgefront Capital, LLC | 5,786 | $1.77M | 0.47% | +5,786 | New |
| Ironwood Investment Counsel, LLC | 13,911 | $1.75M | 0.27% | +11,408+455.8% | Added |
| Resources Investment Advisors, LLC. | 5,521 | $1.69M | 0.02% | +314+6.0% | Added |
| Paradigm Asset Management Co LLC | 5,500 | $1.69M | 0.42% | 00.0% | Unchanged |
| Norinchukin Bank, The | 5,278 | $1.62M | 0.02% | +387+7.9% | Added |
| Commonwealth Equity Services, LLC | 5,259 | $1.61M | 0.00% | −2,149−29.0% | Reduced |
| Voleon Capital Management LP | 5,244 | $1.61M | 0.09% | +3,554+210.3% | Added |
| Louisiana State Employees Retirement System | 5,200 | $1.59M | 0.03% | −200−3.7% | Reduced |
| Securian Asset Management, Inc | 5,161 | $1.58M | 0.05% | −100−1.9% | Reduced |
| CWM, LLC | 5,139 | $1.57M | 0.01% | +1,949+61.1% | Added |
| Northwestern Mutual Wealth Management Co | 5,065 | $1.55M | 0.00% | −1,218−19.4% | Reduced |
| RBF Capital, LLC | 5,000 | $1.53M | 0.08% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 5,001 | $1.53M | 0.05% | −729−12.7% | Reduced |
| Generali Asset Management SPA SGR | 4,926 | $1.51M | 0.03% | +4,926 | New |
| Atria Investments LLC | 4,867 | $1.49M | 0.02% | +2,272+87.6% | Added |
| Ameritas Investment Partners, Inc. | 4,839 | $1.48M | 0.05% | +26+0.5% | Added |
| Robeco Institutional Asset Management B.V. | 4,828 | $1.48M | 0.00% | −1,004−17.2% | Reduced |
| MML Investors Services, LLC | 4,778 | $1.47M | 0.00% | +1,872+64.4% | Added |
| Cornercap Investment Counsel Inc | 4,745 | $1.45M | 0.76% | −101−2.1% | Reduced |
| Callan Family Office, LLC | 4,744 | $1.45M | 0.05% | +1,338+39.3% | Added |
| CIBC Private Wealth Group, LLC | 4,704 | $1.44M | 0.00% | −2,081−30.7% | Reduced |
| New Mexico Educational Retirement Board | 4,700 | $1.44M | 0.05% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,629 | $1.42M | 0.00% | −34,877−88.3% | Reduced |
| Fifth Third Bancorp | 4,595 | $1.41M | 0.00% | −30−0.6% | Reduced |
| Oppenheimer Asset Management Inc. | 4,589 | $1.41M | 0.02% | −352−7.1% | Reduced |
| WBI Investments | 4,542 | $1.39M | 0.36% | −68−1.5% | Reduced |
| Rocky Mountain Advisers, LLC | 4,486 | $1.37M | 0.42% | 00.0% | Unchanged |
| Ostrum Asset Management | 4,383 | $1.34M | 0.06% | −127−2.8% | Reduced |
| Hamilton Capital Partners Inc. | 4,315 | $1.32M | 0.07% | +160+3.9% | Added |
| Commerce Bank | 4,277 | $1.31M | 0.01% | −27−0.6% | Reduced |
| EP Wealth Advisors, LLC | 4,256 | $1.30M | 0.01% | +27+0.6% | Added |
| Mesirow Financial Investment Management, Inc. | 4,212 | $1.29M | 0.03% | −3,914−48.2% | Reduced |
| Advisor Group Holdings, Inc. | 4,110 | $1.27M | 0.00% | +2,580+168.6% | Added |
| Advisors Capital Management, LLC | 4,111 | $1.26M | 0.02% | +10+0.2% | Added |
| SG Americas Securities, LLC | 4,060 | $1.24M | 0.01% | −4,997−55.2% | Reduced |
| Allianz Asset Management GmbH | 3,869 | $1.19M | 0.00% | −3,853−49.9% | Reduced |
| Janney Montgomery Scott LLC | 3,863 | $1.18M | 0.00% | +1,322+52.0% | Added |
| Hunter Associates Investment Management LLC | 3,830 | $1.18M | 0.17% | 00.0% | Unchanged |
| Numerai GP LLC | 3,831 | $1.17M | 0.17% | +1,074+39.0% | Added |
| Formidable Asset Management, LLC | 3,452 | $1.17M | 0.20% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,801 | $1.17M | 0.01% | −16,652−81.4% | Reduced |
| Atria Wealth Solutions, Inc. | 3,780 | $1.16M | 0.03% | +3,780 | New |
| Sanctuary Advisors, LLC | 3,757 | $1.15M | 0.01% | +135+3.7% | Added |
| Tower Research Capital LLC (TRC) | 3,723 | $1.14M | 0.03% | −1,259−25.3% | Reduced |
| Omers Administration Corp | 3,690 | $1.13M | 0.01% | 00.0% | Unchanged |
| London Co of Virginia | 3,685 | $1.13M | 0.01% | +1,494+68.2% | Added |
| Captrust Financial Advisors | 3,658 | $1.12M | 0.00% | +1,043+39.9% | Added |
| iA Global Asset Management Inc. | 3,577 | $1.10M | 0.02% | +2,605+268.0% | Added |
| Assenagon Asset Management S.A. | 3,532 | $1.08M | 0.00% | −72−2.0% | Reduced |
| Confluence Investment Management LLC | 3,388 | $1.04M | 0.01% | +65+2.0% | Added |
| South Dakota Investment Council | 3,355 | $1.03M | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 3,333 | $1.02M | 0.01% | +191+6.1% | Added |
| AlTi Global, Inc. | 3,260 | $1.00M | 0.03% | +6+0.2% | Added |
| Tokio Marine Asset Management Co Ltd | 3,233 | $990.9K | 0.04% | +241+8.1% | Added |
| Balyasny Asset Management LLC | 3,159 | $968.2K | 0.00% | −196,618−98.4% | Reduced |
| Harvest Fund Management Co., Ltd | 2,915 | $928.0K | 0.04% | +2+0.1% | Added |
| Legacy Financial Advisors, Inc. | 2,948 | $903.4K | 0.14% | +2,948 | New |
| HB Wealth Management, LLC | 2,947 | $903.3K | 0.01% | −318−9.7% | Reduced |
| Soundwatch Capital LLC | 890,015 | $893.4K | 0.19% | +890,015 | New |
| Horizon Investments, LLC | 2,902 | $889.5K | 0.01% | +1,469+102.5% | Added |
| 44 Wealth Management LLC | 2,879 | $882.4K | 0.31% | −17−0.6% | Reduced |
| LMCG Investments, LLC | 2,871 | $880.0K | 0.06% | −429−13.0% | Reduced |
| Kestra Advisory Services, LLC | 2,846 | $872.4K | 0.00% | −11−0.4% | Reduced |
| GAMMA Investing LLC | 2,810 | $861.3K | 0.05% | −171−5.7% | Reduced |
| Clearstead Advisors, LLC | 2,794 | $856.4K | 0.01% | +202+7.8% | Added |
| TD Private Client Wealth LLC | 2,743 | $840.7K | 0.02% | −4−0.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,738 | $839.2K | 0.06% | −190−6.5% | Reduced |
| Two Sigma Advisers, LP | 2,700 | $827.5K | 0.00% | +2,000+285.7% | Added |
| Intrust Bank NA | 2,629 | $805.8K | 0.07% | −5−0.2% | Reduced |
| CenterBook Partners LP | 2,620 | $803.0K | 0.04% | +974+59.2% | Added |
| Inceptionr LLC | 2,610 | $800.0K | 0.19% | +2,610 | New |
| Empowered Funds, LLC | 2,573 | $788.6K | 0.01% | +173+7.2% | Added |
| Vontobel Holding Ltd. | 2,549 | $781.3K | 0.00% | −148−5.5% | Reduced |
| GWM Advisors LLC | 2,539 | $778.2K | 0.00% | −49−1.9% | Reduced |
| Rathbone Brothers plc | 2,519 | $772.1K | 0.00% | +853+51.2% | Added |
| Investment Management Corp of Ontario | 2,450 | $750.9K | 0.01% | −400−14.0% | Reduced |
| Evelyn Partners Investment Management LLP | 2,412 | $739.3K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 2,392 | $733.1K | 0.01% | +1,036+76.4% | Added |
| RSM US Wealth Management LLC | 2,361 | $725.7K | 0.01% | +746+46.2% | Added |
| S.E.E.D. Planning Group LLC | 2,367 | $725.5K | 0.23% | −32−1.3% | Reduced |
| 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 |
| V-Square Quantitative Management LLC | 2,252 | $690.2K | 0.09% | +53+2.4% | Added |
| First Manhattan Co | 2,241 | $688.9K | 0.00% | +40+1.8% | Added |
| Gateway Investment Advisers LLC | 2,246 | $688.4K | 0.01% | −3−0.1% | Reduced |
| Savant Capital, LLC | 2,212 | $678.1K | 0.00% | +271+14.0% | Added |
| Ground Swell Capital, LLC | 2,201 | $674.6K | 1.10% | +2,201 | New |
| MUFG Securities Americas Inc. | 2,197 | $673.4K | 0.06% | +430+24.3% | Added |
| Brighton Jones LLC | 2,151 | $659.2K | 0.02% | +743+52.8% | Added |
| Thoroughbred Financial Services, LLC | 2,145 | $657.0K | 0.05% | −386−15.3% | Reduced |
| Gibbs Wealth Management | 2,119 | $649.5K | 0.13% | +383+22.1% | Added |
| Legal Advantage Investments, Inc. | 2,115 | $648.2K | 0.30% | −50−2.3% | Reduced |
| 3Chopt Investment Partners, LLC | 2,105 | $647.1K | 0.16% | −51−2.4% | Reduced |
| Vise Technologies, Inc. | 2,108 | $646.0K | 0.03% | +2,108 | New |
| Jefferies Financial Group Inc. | 2,081 | $638.0K | 0.01% | −4,730−69.4% | Reduced |
| Integrated Wealth Concepts LLC | 2,068 | $633.9K | 0.01% | +531+34.5% | Added |
| Harbour Capital Advisors, LLC | 2,058 | $626.6K | 0.13% | −117−5.4% | Reduced |