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 |
|---|---|---|---|---|---|
| Quadcap Wealth Management, LLC | 667 | $230.4K | 0.03% | −80−10.7% | Reduced |
| Portside Wealth Group, LLC | 668 | $230.8K | 0.03% | −392−37.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 677 | $233.9K | 0.01% | −131−16.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 680 | $234.9K | 0.04% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 686 | $237.3K | 0.00% | +686 | New |
| Personal Cfo Solutions, LLC | 697 | $240.8K | 0.04% | +697 | New |
| Howard Capital Management Inc. | 704 | $243.2K | 0.00% | +18+2.6% | Added |
| Cambria Investment Management, L.P. | 704 | $243.2K | 0.01% | +704 | New |
| Modera Wealth Management, LLC | 707 | $244.3K | 0.00% | +17+2.5% | Added |
| Pallas Capital Advisors LLC | 716 | $247.4K | 0.01% | +1+0.1% | Added |
| Stonegate Investment Group, LLC | 716 | $247.5K | 0.01% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 1,147 | $247.5K | 0.03% | +1,147 | New |
| Wakefield Asset Management LLLP | 720 | $248.7K | 0.07% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 728 | $251.5K | 0.05% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 731 | $252.5K | 0.17% | −50−6.4% | Reduced |
| Checchi Capital Advisers, LLC | 739 | $255.3K | 0.02% | −94−11.3% | Reduced |
| Atomi Financial Group, Inc. | 746 | $257.7K | 0.01% | +59+8.6% | Added |
| Private Advisor Group, LLC | 747 | $258.0K | 0.00% | −97−11.5% | Reduced |
| Colony Group, LLC | 748 | $258.5K | 0.00% | −960−56.2% | Reduced |
| Eagle Rock Investment Company, LLC | 750 | $259.1K | 0.04% | −174−18.8% | Reduced |
| Commerzbank Aktiengesellschaft | 750 | $260.0K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 755 | $260.9K | 0.03% | +755 | New |
| William Blair Investment Management, LLC | 756 | $261.2K | 0.00% | −9−1.2% | Reduced |
| IFP Advisors, Inc | 758 | $261.9K | 0.01% | +24+3.3% | Added |
| Integrated Investment Consultants, LLC | 765 | $264.3K | 0.04% | −143−15.7% | Reduced |
| Central Pacific Bank - Trust Division | 775 | $267.7K | 0.03% | +125+19.2% | Added |
| United Capital Financial Advisers, LLC | 776 | $268.0K | 0.00% | +19+2.5% | Added |
| Pensionmark Financial Group, LLC | 779 | $269.2K | 0.01% | +35+4.7% | Added |
| Longboard Asset Management, LP | 782 | $270.1K | 0.44% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 783 | $270.3K | 0.00% | −6−0.8% | Reduced |
| Intact Investment Management Inc. | 800 | $276.4K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 815 | $281.5K | 0.00% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 817 | $282.0K | 0.13% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 820 | $283.3K | 0.00% | −715−46.6% | Reduced |
| Quantitative Investment Management, LLC | 826 | $285.0K | 0.04% | +826 | New |
| Global Retirement Partners, LLC | 831 | $287.1K | 0.01% | +9+1.1% | Added |
| Birch Financial Group, LLC | 836 | $288.8K | 0.17% | +836 | New |
| Red Door Wealth Management, LLC | 840 | $290.2K | 0.03% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 900 | $310.9K | 0.01% | +134+17.5% | Added |
| Net Worth Advisory Group | 904 | $312.2K | 0.09% | +904 | New |
| Wedmont Private Capital | 919 | $321.6K | 0.01% | +34+3.8% | Added |
| Cassaday & Co Wealth Management LLC | 950 | $328.2K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 961 | $332.0K | 0.05% | −32−3.2% | Reduced |
| Farther Finance Advisors, LLC | 962 | $332.3K | 0.01% | +502+109.1% | Added |
| Seed Wealth Management, Inc. | 970 | $335.1K | 0.23% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 982 | $340.1K | 0.02% | +49+5.3% | Added |
| Gibbs Wealth Management | 990 | $342.0K | 0.08% | −1,129−53.3% | Reduced |
| CX Institutional | 997 | $344.0K | 0.01% | +225+29.1% | Added |
| EverSource Wealth Advisors, LLC | 996 | $344.2K | 0.01% | +7+0.7% | Added |
| Raub Brock Capital Management LP | 1,000 | $345.4K | 0.07% | −100−9.1% | Reduced |
| Ieq Capital, LLC | 1,032 | $356.6K | 0.00% | −9,977−90.6% | Reduced |
| Groupama Asset Managment | 1,033 | $356.9K | 0.01% | +1,033 | New |
| Monument Group Wealth Advisors, LLC | 1,034 | $357.3K | 0.21% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 1,055 | $364.4K | 0.00% | +1,055 | New |
| Fiduciary Trust Co | 1,058 | $365.6K | 0.00% | −30−2.8% | Reduced |
| Wetherby Asset Management Inc | 1,059 | $365.8K | 0.01% | +55+5.5% | Added |
| Connecticut Wealth Management, LLC | 1,069 | $369.3K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,085 | $374.8K | 0.05% | +11+1.0% | Added |
| Bessemer Group Inc | 1,093 | $376.0K | 0.00% | +2+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,091 | $376.8K | 0.16% | +272+33.2% | Added |
| Fielder Capital Group LLC | 1,101 | $380.5K | 0.09% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,109 | $383.0K | 0.01% | +6+0.5% | Added |
| MAI Capital Management | 1,116 | $385.7K | 0.00% | −55−4.7% | Reduced |
| ORG Partners LLC | 1,123 | $387.9K | 0.07% | +5+0.4% | Added |
| Fifth Third Wealth Advisors LLC | 1,127 | $389.3K | 0.01% | −30−2.6% | Reduced |
| Quadrant Capital Group LLC | 1,134 | $391.7K | 0.01% | −215−15.9% | Reduced |
| Westpac Banking Corp | 1,136 | $392.4K | 0.02% | +148+15.0% | Added |
| Proficio Capital Partners LLC | 1,138 | $393.1K | 0.03% | −403−26.2% | Reduced |
| Alhambra Investment Partners LLC | 1,147 | $396.1K | 0.19% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,166 | $402.8K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,166 | $402.9K | 0.02% | +368+46.1% | Added |
| Pekin Hardy Strauss, Inc. | 1,170 | $404.2K | 0.04% | −213−15.4% | Reduced |
| Evanson Asset Management, LLC | 1,176 | $406.2K | 0.02% | −400−25.4% | Reduced |
| Forum Financial Management, LP | 1,197 | $413.4K | 0.01% | +1+0.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,200 | $414.5K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,205 | $416.3K | 0.03% | +1+0.1% | Added |
| Petros Family Wealth, LLC | 1,214 | $419.4K | 0.35% | +1,214 | New |
| Journey Strategic Wealth LLC | 1,219 | $421.2K | 0.01% | +501+69.8% | Added |
| Cresset Asset Management, LLC | 1,237 | $428.4K | 0.00% | +105+9.3% | Added |
| Rockland Trust Co | 1,266 | $437.3K | 0.02% | 00.0% | Unchanged |
| Busey Wealth Management | 1,271 | $439.1K | 0.01% | −347−21.4% | Reduced |
| Ritholtz Wealth Management | 1,298 | $448.4K | 0.01% | +88+7.3% | Added |
| Crossmark Global Holdings, Inc. | 1,301 | $449.4K | 0.01% | −79−5.7% | Reduced |
| Davenport & Co LLC | 1,332 | $460.1K | 0.00% | −47−3.4% | Reduced |
| Tema ETFs LLC | 1,336 | $461.5K | 0.04% | +1,336 | New |
| Profund Advisors LLC | 1,337 | $461.9K | 0.02% | +91+7.3% | Added |
| Plato Investment Management Ltd | 1,359 | $465.9K | 0.03% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,368 | $472.6K | 0.25% | +250+22.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,351 | $475.9K | 0.00% | +179+15.3% | Added |
| Capital Analysts, LLC | 1,385 | $478.0K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,384 | $478.1K | 0.03% | −46−3.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,400 | $483.6K | 0.07% | +1,400 | New |
| CAPROCK Group, Inc. | 1,486 | $485.7K | 0.01% | +1,486 | New |
| Brown Brothers Harriman & Co | 1,407 | $486.0K | 0.00% | +252+21.8% | Added |
| Sage Mountain Advisors LLC | 1,416 | $489.2K | 0.03% | +541+61.8% | Added |
| Financial Freedom, LLC | 1,417 | $489.4K | 0.24% | +524+58.7% | Added |
| United Asset Strategies, Inc. | 1,420 | $490.5K | 0.04% | −151−9.6% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,436 | $496.1K | 0.11% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 1,442 | $498.1K | 0.37% | +21+1.5% | Added |
| Aaron Wealth Advisors | 1,481 | $511.6K | 0.03% | +794+115.6% | Added |