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 2025
Institutional positions in Willis Towers Watson PLC as of Sep 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
- 730
- +16 vs. Q2 2025
- Shares held
- 91.7M
- −1.06M (−1.1%) vs. Q2 2025
- Total value
- $31.6B
- +$3.58B (+12.8%) vs. Q2 2025
- New holders
- 90
- 245 more added
- Sold out
- 74
- 254 more reduced
10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Capital, Inc. | 39 | $13.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 41 | $14.2K | 0.00% | +2+5.1% | Added |
| Truvestments Capital LLC | 42 | $14.5K | 0.00% | +42 | New |
| UMA Financial Services, Inc. | 42 | $14.5K | 0.00% | +42 | New |
| Duncker Streett & Co Inc | 45 | $15.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 45 | $15.5K | 0.00% | −544−92.4% | Reduced |
| Bruce G. Allen Investments, LLC | 47 | $16.2K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $17.3K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 50 | $17.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 51 | $17.6K | 0.00% | +4+8.5% | Added |
| JFS Wealth Advisors, LLC | 53 | $18.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 54 | $18.7K | 0.00% | −12−18.2% | Reduced |
| Millstone Evans Group, LLC | 56 | $19.3K | 0.01% | −2−3.4% | Reduced |
| CVA Family Office, LLC | 56 | $19.3K | 0.00% | +21+60.0% | Added |
| Rise Advisors, LLC | 60 | $20.7K | 0.01% | +4+7.1% | Added |
| Covestor Ltd | 60 | $21.0K | 0.01% | −1−1.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 63 | $21.9K | 0.00% | −1−1.6% | Reduced |
| Salomon & Ludwin, LLC | 64 | $22.2K | 0.00% | +64 | New |
| Central Trust Co | 65 | $22.5K | 0.00% | −69−51.5% | Reduced |
| GW&K Investment Management, LLC | 67 | $23.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 68 | $23.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 72 | $24.8K | 0.00% | −158−68.7% | Reduced |
| Alpine Bank Wealth Management | 72 | $24.9K | 0.00% | +72 | New |
| Transamerica Financial Advisors, Inc. | 78 | $26.7K | 0.00% | +78 | New |
| SOA Wealth Advisors, LLC. | 83 | $28.7K | 0.00% | +82+8,200.0% | Added |
| New Age Alpha Advisors, LLC | 86 | $29.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 87 | $30.1K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 90 | $30.8K | 0.00% | +90 | New |
| Crewe Advisors LLC | 90 | $31.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 93 | $32.1K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 94 | $32.5K | 0.01% | +25+36.2% | Added |
| McIlrath & Eck, LLC | 96 | $33.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 96 | $33.2K | 0.00% | +15+18.5% | Added |
| Farmers & Merchants Investments Inc | 97 | $33.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 97 | $33.6K | 0.00% | +97 | New |
| Simplex Trading, LLC | 106 | $36.0K | 0.00% | −358−77.2% | Reduced |
| AdvisorNet Financial, Inc | 108 | $37.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 109 | $37.7K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 109 | $37.7K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 121 | $41.9K | 0.01% | −13−9.7% | Reduced |
| CKW Financial Group | 121 | $42.0K | 0.00% | 00.0% | Unchanged |
| Motco | 122 | $42.1K | 0.00% | +116+1,933.3% | Added |
| Heritage Wealth Advisors | 127 | $43.9K | 0.00% | −27−17.5% | Reduced |
| Wealthspire Advisors, LLC | 132 | $45.6K | 0.00% | +132 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 135 | $46.6K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 137 | $47.0K | 0.01% | +12+9.6% | Added |
| HHM Wealth Advisors, LLC | 140 | $48.4K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 157 | $54.3K | 0.02% | −51−24.5% | Reduced |
| Point72 Europe (London) LLP | 157 | $54.4K | 0.00% | +157 | New |
| Clear Street Markets LLC | 168 | $58.0K | 0.02% | +102+154.5% | Added |
| Cromwell Holdings LLC | 170 | $58.9K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 178 | $61.0K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 177 | $61.1K | 0.03% | 00.0% | Unchanged |
| Essential Partners LLC | 181 | $62.5K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 181 | $62.5K | 0.01% | +1+0.6% | Added |
| Root Financial Partners, LLC | 196 | $67.7K | 0.00% | +196 | New |
| American National Bank | 200 | $69.1K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 218 | $75.0K | 0.05% | −84−27.8% | Reduced |
| Signaturefd, LLC | 221 | $76.3K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 221 | $76.3K | 0.01% | +221 | New |
| Gables Capital Management Inc. | 227 | $78.4K | 0.03% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 227 | $78.4K | 0.05% | +226+22,600.0% | Added |
| Golden State Wealth Management, LLC | 231 | $79.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 247 | $85.3K | 0.01% | +2+0.8% | Added |
| Johnson Financial Group, Inc. | 259 | $89.7K | 0.00% | +259 | New |
| Principal Securities, Inc. | 261 | $90.1K | 0.00% | +24+10.1% | Added |
| Private Trust Co NA | 261 | $90.2K | 0.01% | +5+2.0% | Added |
| Deseret Mutual Benefit Administrators | 273 | $94.3K | 0.04% | −48−15.0% | Reduced |
| Onefund, LLC | 273 | $94.3K | 0.06% | +10+3.8% | Added |
| Zions Bancorporation, National Association | 278 | $96.0K | 0.00% | +68+32.4% | Added |
| DT Investment Partners, LLC | 281 | $97.1K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 295 | $102.0K | 0.01% | +27+10.1% | Added |
| Goodman Advisory Group, LLC | 317 | $109.5K | 0.03% | −9−2.8% | Reduced |
| Washington Trust Advisors, Inc. | 325 | $112.3K | 0.01% | −11−3.3% | Reduced |
| JNBA Financial Advisors | 375 | $129.5K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 400 | $138.2K | 0.07% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 440 | $152.0K | 0.00% | +48+12.2% | Added |
| Greykasell Wealth Strategies, Inc. | 470 | $162.4K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 507 | $175.3K | 0.00% | −1−0.2% | Reduced |
| Penserra Capital Management LLC | 553 | $190.0K | 0.00% | +6+1.1% | Added |
| Smartleaf Asset Management LLC | 559 | $191.3K | 0.01% | +305+120.1% | Added |
| Umb Bank N A | 574 | $198.3K | 0.00% | +3+0.5% | Added |
| NBC Securities, Inc. | 580 | $200.4K | 0.02% | −75−11.5% | Reduced |
| Concurrent Investment Advisors, LLC | 581 | $200.7K | 0.00% | +581 | New |
| PDS Planning, Inc | 581 | $200.7K | 0.01% | +581 | New |
| Marshall Financial Group LLC | 583 | $201.4K | 0.04% | +583 | New |
| Crestwood Advisors Group LLC | 584 | $201.8K | 0.00% | +584 | New |
| Carlson Capital L P | 600 | $207.3K | 0.12% | +600 | New |
| Harbor Advisors LLC | 605 | $209.0K | 0.03% | +605 | New |
| Skopos Labs, Inc. | 688 | $209.4K | 0.03% | +3+0.4% | Added |
| Moody National Bank Trust Division | 607 | $209.7K | 0.02% | +607 | New |
| Hancock Whitney Corp | 608 | $210.0K | 0.00% | +608 | New |
| Krilogy Financial LLC | 661 | $213.5K | 0.01% | +661 | New |
| Catalyst Financial Partners LLC | 622 | $214.9K | 0.03% | +622 | New |
| Allworth Financial LP | 626 | $216.1K | 0.00% | +91+17.0% | Added |
| Mather Group, LLC. | 626 | $216.1K | 0.00% | +626 | New |
| Drive Wealth Management, LLC | 629 | $217.8K | 0.05% | +629 | New |
| PUREfi Wealth, LLC | 642 | $221.8K | 0.17% | +642 | New |
| Joel Isaacson & Co., LLC | 657 | $227.0K | 0.01% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 660 | $228.0K | 0.01% | 00.0% | Unchanged |