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 |
|---|---|---|---|---|---|
| Point72 Asia (Singapore) Pte. Ltd. | 1,504 | $519.7K | 0.08% | +1,130+302.1% | Added |
| Cladis Investment Advisory, LLC | 1,510 | $521.6K | 0.30% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,522 | $525.7K | 0.03% | +87+6.1% | Added |
| Capstone Investment Advisors, LLC | 1,530 | $528.5K | 0.00% | +1,530 | New |
| DHJJ Financial Advisors, Ltd. | 1,535 | $530.3K | 0.18% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 1,554 | $536.8K | 0.12% | −1−0.1% | Reduced |
| S-Bank Fund Management Ltd | 1,609 | $555.8K | 0.07% | −21−1.3% | Reduced |
| Snowden Capital Advisors LLC | 1,605 | $555.9K | 0.02% | −52−3.1% | Reduced |
| Arq Wealth Advisors, LLC | 1,617 | $560.1K | 0.17% | +1,617 | New |
| Glenmede Investment Management, LP | 1,628 | $562.4K | 0.00% | +180+12.4% | Added |
| Park Avenue Securities LLC | 1,631 | $564.0K | 0.00% | +52+3.3% | Added |
| Sequoia Financial Advisors, LLC | 1,639 | $566.2K | 0.00% | +12+0.7% | Added |
| Wolverine Trading, LLC | 1,663 | $569.1K | 0.01% | +1,663 | New |
| Syon Capital LLC | 1,656 | $572.1K | 0.03% | +190+13.0% | Added |
| Atlantic Union Bankshares Corp | 1,672 | $577.6K | 0.01% | +1,672 | New |
| Neville Rodie & Shaw Inc | 1,698 | $587.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,699 | $587.0K | 0.00% | +337+24.7% | Added |
| Integrated Wealth Concepts LLC | 1,721 | $594.4K | 0.01% | −347−16.8% | Reduced |
| Saxon Interests, Inc. | 1,831 | $598.4K | 0.23% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,737 | $600.0K | 0.00% | +4+0.2% | Added |
| GTS Securities LLC | 1,742 | $601.8K | 0.02% | +1,742 | New |
| Transcend Wealth Collective, LLC | 1,743 | $602.1K | 0.04% | +528+43.5% | Added |
| Bell Investment Advisors, Inc | 1,759 | $607.6K | 0.10% | +1,701+2,932.8% | Added |
| Everence Capital Management Inc | 1,780 | $615.0K | 0.04% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,790 | $620.0K | 0.14% | −315−15.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,822 | $629.4K | 0.02% | −1,901−51.1% | Reduced |
| Chicago Partners Investment Group LLC | 2,001 | $641.1K | 0.02% | −6−0.3% | Reduced |
| Fortress Private Ledger, LLC | 1,859 | $642.2K | 0.23% | +324+21.1% | Added |
| Stephens Inc | 1,859 | $642.2K | 0.01% | +223+13.6% | Added |
| MUFG Securities EMEA plc | 1,867 | $645.0K | 0.02% | +1,573+535.0% | Added |
| First Horizon Corp | 1,885 | $651.2K | 0.03% | +1,885 | New |
| Ronald Blue Trust, Inc. | 1,890 | $652.9K | 0.01% | +85+4.7% | Added |
| Keybank National Association | 1,895 | $654.6K | 0.00% | +987+108.7% | Added |
| Catalytic Wealth RIA, LLC | 1,898 | $655.7K | 0.02% | +1,898 | New |
| Coldstream Capital Management Inc | 1,961 | $677.5K | 0.01% | +346+21.4% | Added |
| Vestcor Inc | 1,963 | $678.0K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,981 | $684.1K | 0.01% | −19−1.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,015 | $696.0K | 0.19% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 1,998 | $699.2K | 0.14% | −60−2.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,025 | $699.4K | 0.00% | +22+1.1% | Added |
| SCS Capital Management LLC | 2,022 | $700.3K | 0.01% | +928+84.8% | Added |
| Brueske Advisory Services, LLC | 2,031 | $701.6K | 0.38% | +9+0.4% | Added |
| Dynamic Advisor Solutions LLC | 2,056 | $710.2K | 0.02% | +28+1.4% | Added |
| Legal Advantage Investments, Inc. | 2,115 | $730.6K | 0.33% | 00.0% | Unchanged |
| DRW Securities, LLC | 2,119 | $733.5K | 0.04% | +1,365+181.0% | Added |
| TD Waterhouse Canada Inc. | 2,151 | $740.2K | 0.00% | +893+71.0% | Added |
| Thoroughbred Financial Services, LLC | 2,146 | $741.0K | 0.05% | +10.0% | Added |
| Vise Technologies, Inc. | 2,173 | $750.7K | 0.03% | +65+3.1% | Added |
| Jump Financial, LLC | 2,188 | $755.8K | 0.01% | +2,188 | New |
| First Manhattan Co | 2,201 | $762.4K | 0.00% | −40−1.8% | Reduced |
| Ironwood Investment Counsel, LLC | 2,224 | $768.3K | 0.11% | −11,687−84.0% | Reduced |
| Brighton Jones LLC | 2,239 | $773.4K | 0.02% | +88+4.1% | Added |
| Savant Capital, LLC | 2,239 | $773.6K | 0.00% | +27+1.2% | Added |
| QRG Capital Management, Inc. | 2,243 | $774.7K | 0.01% | −4,198−65.2% | Reduced |
| Lido Advisors, LLC | 2,272 | $786.7K | 0.00% | +734+47.7% | Added |
| Gateway Investment Advisers LLC | 2,284 | $789.0K | 0.01% | +38+1.7% | Added |
| Syntax Research, Inc. | 2,299 | $794.3K | 0.51% | −4,689−67.1% | Reduced |
| Gabelli Funds LLC | 2,300 | $794.5K | 0.01% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 2,334 | $806.3K | 0.23% | −33−1.4% | Reduced |
| RSM US Wealth Management LLC | 2,342 | $811.1K | 0.01% | −19−0.8% | Reduced |
| Evelyn Partners Investment Management LLP | 2,412 | $833.2K | 0.02% | 00.0% | Unchanged |
| Rathbone Brothers plc | 2,519 | $870.2K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 2,524 | $871.9K | 0.00% | −25−1.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,574 | $889.2K | 0.06% | −164−6.0% | Reduced |
| Hamilton Capital Partners Inc. | 2,583 | $892.3K | 0.04% | −1,732−40.1% | Reduced |
| Intrust Bank NA | 2,588 | $894.0K | 0.07% | −41−1.6% | Reduced |
| Voleon Capital Management LP | 2,600 | $898.2K | 0.02% | −2,644−50.4% | Reduced |
| Squarepoint Ops LLC | 2,602 | $898.9K | 0.00% | −47,926−94.9% | Reduced |
| MUFG Securities Americas Inc. | 2,631 | $908.9K | 0.06% | +434+19.8% | Added |
| Harvest Fund Management Co., Ltd | 2,915 | $928.0K | 0.04% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,732 | $943.8K | 0.02% | +2,732 | New |
| Coastal Investment Advisors, Inc. | 2,740 | $946.5K | 0.32% | +2,740 | New |
| LMCG Investments, LLC | 2,755 | $951.7K | 0.06% | −116−4.0% | Reduced |
| Two Sigma Investments, LP | 2,800 | $967.3K | 0.00% | +500+21.7% | Added |
| Formidable Asset Management, LLC | 3,164 | $969.7K | 0.15% | −288−8.3% | Reduced |
| Kestra Advisory Services, LLC | 2,825 | $975.8K | 0.00% | −21−0.7% | Reduced |
| Two Sigma Securities, LLC | 2,838 | $980.4K | 0.14% | +2,010+242.8% | Added |
| ZEGA Investments, LLC | 2,850 | $984.5K | 0.23% | +2,850 | New |
| South Dakota Investment Council | 2,855 | $986.0K | 0.02% | −500−14.9% | Reduced |
| Clearstead Advisors, LLC | 2,879 | $994.6K | 0.01% | +85+3.0% | Added |
| TD Private Client Wealth LLC | 2,898 | $1.00M | 0.02% | +155+5.7% | Added |
| 44 Wealth Management LLC | 2,900 | $1.00M | 0.34% | +21+0.7% | Added |
| GWM Advisors LLC | 2,913 | $1.01M | 0.00% | +374+14.7% | Added |
| Capitolis Liquid Global Markets LLC | 2,950 | $1.02M | 0.01% | −55,700−95.0% | Reduced |
| Horizon Investments, LLC | 2,978 | $1.03M | 0.01% | +76+2.6% | Added |
| HB Wealth Management, LLC | 3,052 | $1.05M | 0.01% | +105+3.6% | Added |
| ISAM Funds (UK) Ltd | 3,175 | $1.10M | 0.23% | +3,175 | New |
| Lighthouse Investment Partners, LLC | 3,230 | $1.12M | 0.04% | +3,230 | New |
| Tokio Marine Asset Management Co Ltd | 3,233 | $1.12M | 0.04% | 00.0% | Unchanged |
| Atria Investments LLC | 3,247 | $1.12M | 0.01% | −1,620−33.3% | Reduced |
| GAMMA Investing LLC | 3,262 | $1.13M | 0.06% | +452+16.1% | Added |
| AlTi Global, Inc. | 3,266 | $1.13M | 0.03% | +6+0.2% | Added |
| Legacy Financial Advisors, Inc. | 3,277 | $1.13M | 0.16% | +329+11.2% | Added |
| Janney Montgomery Scott LLC | 3,296 | $1.14M | 0.00% | −567−14.7% | Reduced |
| Benjamin Edwards Inc | 3,353 | $1.16M | 0.01% | +1,424+73.8% | Added |
| Kestra Private Wealth Services, LLC | 3,424 | $1.18M | 0.02% | +2,286+200.9% | Added |
| Callan Family Office, LLC | 3,460 | $1.20M | 0.04% | −1,284−27.1% | Reduced |
| Confluence Investment Management LLC | 3,492 | $1.21M | 0.02% | +104+3.1% | Added |
| Assenagon Asset Management S.A. | 3,515 | $1.21M | 0.00% | −17−0.5% | Reduced |
| Panagora Asset Management Inc | 3,557 | $1.23M | 0.00% | −5,051−58.7% | Reduced |