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 |
|---|---|---|---|---|---|
| Financial Freedom, LLC | 893 | $273.7K | 0.15% | +3+0.3% | Added |
| Wedmont Private Capital | 885 | $273.0K | 0.01% | −129−12.7% | Reduced |
| Sage Mountain Advisors LLC | 875 | $268.2K | 0.02% | −136−13.5% | Reduced |
| Private Advisor Group, LLC | 844 | $258.8K | 0.00% | +23+2.8% | Added |
| Red Door Wealth Management, LLC | 840 | $257.5K | 0.03% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 833 | $255.3K | 0.02% | −59−6.6% | Reduced |
| Two Sigma Securities, LLC | 828 | $253.8K | 0.03% | −2,142−72.1% | Reduced |
| Global Retirement Partners, LLC | 822 | $252.0K | 0.01% | +822 | New |
| Cary Street Partner Investment Advisory LLC | 819 | $250.9K | 0.12% | +29+3.7% | Added |
| TownSquare Capital, LLC | 816 | $250.1K | 0.02% | −8,380−91.1% | Reduced |
| Citadel Investment Advisory, Inc. | 817 | $250.0K | 0.12% | −9−1.1% | Reduced |
| Greenleaf Trust | 815 | $249.8K | 0.00% | −28−3.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 808 | $247.7K | 0.01% | −1,194−59.6% | Reduced |
| Graypoint LLC | 802 | $245.8K | 0.01% | −44−5.2% | Reduced |
| Intact Investment Management Inc. | 800 | $245.2K | 0.01% | −200−20.0% | Reduced |
| Rothschild Investment LLC | 798 | $244.7K | 0.02% | +5+0.6% | Added |
| Avantax Advisory Services, Inc. | 795 | $243.6K | 0.00% | +11+1.4% | Added |
| Warren Averett Asset Management, LLC | 789 | $241.7K | 0.00% | +76+10.7% | Added |
| Longboard Asset Management, LP | 782 | $239.7K | 0.60% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 781 | $239.4K | 0.20% | +781 | New |
| CX Institutional | 772 | $237.0K | 0.01% | −156−16.8% | Reduced |
| MBB Public Markets I LLC | 771 | $236.3K | 0.03% | −179−18.8% | Reduced |
| Meeder Advisory Services, Inc. | 766 | $234.8K | 0.01% | −9−1.2% | Reduced |
| William Blair Investment Management, LLC | 765 | $234.5K | 0.00% | −30−3.8% | Reduced |
| Blueshift Asset Management, LLC | 763 | $233.9K | 0.07% | +763 | New |
| Jones Financial Companies LLLP | 767 | $233.6K | 0.00% | +184+31.6% | Added |
| DRW Securities, LLC | 754 | $232.0K | 0.02% | +754 | New |
| United Capital Financial Advisers, LLC | 757 | $231.9K | 0.00% | −16−2.1% | Reduced |
| Commerzbank Aktiengesellschaft | 750 | $230.0K | 0.01% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 747 | $229.0K | 0.03% | +34+4.8% | Added |
| Pensionmark Financial Group, LLC | 744 | $228.1K | 0.01% | +105+16.4% | Added |
| IFP Advisors, Inc | 734 | $226.2K | 0.01% | +233+46.5% | Added |
| Patton Fund Management, Inc. | 728 | $223.1K | 0.05% | +728 | New |
| Wakefield Asset Management LLLP | 720 | $220.7K | 0.06% | 00.0% | Unchanged |
| ASB Consultores, LLC | 719 | $220.4K | 0.15% | +719 | New |
| Journey Strategic Wealth LLC | 718 | $220.2K | 0.01% | +718 | New |
| Stonegate Investment Group, LLC | 716 | $219.5K | 0.01% | +81+12.8% | Added |
| Pallas Capital Advisors LLC | 715 | $219.2K | 0.01% | +715 | New |
| Martingale Asset Management L P | 704 | $215.8K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 690 | $211.5K | 0.00% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 686 | $210.9K | 0.00% | +686 | New |
| Atomi Financial Group, Inc. | 687 | $210.6K | 0.01% | −81−10.5% | Reduced |
| Aaron Wealth Advisors | 687 | $210.6K | 0.02% | +47+7.3% | Added |
| Skopos Labs, Inc. | 685 | $209.9K | 0.03% | +146+27.1% | Added |
| Pettyjohn, Wood & White, Inc | 680 | $208.4K | 0.04% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 660 | $202.3K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 657 | $201.4K | 0.01% | +657 | New |
| Andra AP-fonden | 655 | $200.8K | 0.00% | −5,885−90.0% | Reduced |
| NBC Securities, Inc. | 655 | $200.0K | 0.02% | +5+0.8% | Added |
| Central Pacific Bank - Trust Division | 650 | $199.2K | 0.03% | +650 | New |
| Walleye Capital LLC | 608 | $186.4K | 0.00% | −405−40.0% | Reduced |
| Manchester Capital Management LLC | 589 | $180.5K | 0.02% | +543+1,180.4% | Added |
| Umb Bank N A | 571 | $175.0K | 0.00% | −18−3.1% | Reduced |
| Penserra Capital Management LLC | 547 | $166.0K | 0.00% | −2,577−82.5% | Reduced |
| Allworth Financial LP | 535 | $164.1K | 0.00% | +97+22.1% | Added |
| Parallel Advisors, LLC | 508 | $155.6K | 0.00% | −17−3.2% | Reduced |
| Greykasell Wealth Strategies, Inc. | 470 | $144.1K | 0.07% | 00.0% | Unchanged |
| Simplex Trading, LLC | 464 | $142.0K | 0.00% | +464 | New |
| Farther Finance Advisors, LLC | 460 | $141.1K | 0.00% | −31−6.3% | Reduced |
| PFS Partners, LLC | 400 | $122.6K | 0.06% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 392 | $120.1K | 0.00% | +36+10.1% | Added |
| JNBA Financial Advisors | 375 | $114.9K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 374 | $114.5K | 0.02% | −1,725−82.2% | Reduced |
| Washington Trust Advisors, Inc. | 336 | $103.0K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 326 | $99.9K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 321 | $98.4K | 0.05% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 307 | $94.1K | 0.00% | +222+261.2% | Added |
| Sentry Investment Management LLC | 302 | $92.0K | 0.05% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 294 | $90.1K | 0.00% | +294 | New |
| SRS Capital Advisors, Inc. | 289 | $88.6K | 0.00% | +159+122.3% | Added |
| DT Investment Partners, LLC | 281 | $86.1K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 278 | $85.2K | 0.01% | +16+6.1% | Added |
| LRI Investments, LLC | 268 | $82.2K | 0.01% | +28+11.7% | Added |
| Onefund, LLC | 263 | $81.0K | 0.06% | +263 | New |
| Private Trust Co NA | 256 | $78.5K | 0.01% | −19−6.9% | Reduced |
| Smartleaf Asset Management LLC | 254 | $77.3K | 0.01% | −191−42.9% | Reduced |
| Virtus ETF Advisers LLC | 250 | $76.6K | 0.05% | −350−58.3% | Reduced |
| Parkside Financial Bank & Trust | 245 | $75.1K | 0.01% | −8−3.2% | Reduced |
| Principal Securities, Inc. | 237 | $72.6K | 0.00% | −3,124−92.9% | Reduced |
| Golden State Wealth Management, LLC | 231 | $70.8K | 0.01% | +1+0.4% | Added |
| Ameritas Advisory Services, LLC | 230 | $70.4K | 0.00% | +230 | New |
| Gables Capital Management Inc. | 227 | $69.6K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 221 | $67.7K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 213 | $65.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 210 | $64.4K | 0.00% | +50+31.3% | Added |
| New Millennium Group LLC | 208 | $63.8K | 0.04% | 00.0% | Unchanged |
| American National Bank | 200 | $61.3K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 181 | $55.5K | 0.02% | +181 | New |
| Versant Capital Management, Inc | 180 | $55.2K | 0.01% | −94−34.3% | Reduced |
| Capital Advisors, Ltd. LLC | 178 | $55.0K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 177 | $54.3K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 170 | $52.3K | 0.03% | +12+7.6% | Added |
| Geneos Wealth Management Inc. | 161 | $49.3K | 0.00% | +21+15.0% | Added |
| Heritage Wealth Advisors | 154 | $47.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 140 | $42.9K | 0.01% | −3−2.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 135 | $41.4K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 134 | $41.2K | 0.01% | +1+0.8% | Added |
| Central Trust Co | 134 | $41.1K | 0.00% | −8−5.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 126 | $38.6K | 0.00% | +126 | New |
| Hemington Wealth Management | 125 | $38.0K | 0.01% | +11+9.6% | Added |