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 |
|---|---|---|---|---|---|
| MUFG Securities EMEA plc | 1,867 | $645.0K | 0.02% | +1,573+535.0% | Added |
| Stephens Inc | 1,859 | $642.2K | 0.01% | +223+13.6% | Added |
| Fortress Private Ledger, LLC | 1,859 | $642.2K | 0.23% | +324+21.1% | Added |
| Chicago Partners Investment Group LLC | 2,001 | $641.1K | 0.02% | −6−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,822 | $629.4K | 0.02% | −1,901−51.1% | Reduced |
| 3Chopt Investment Partners, LLC | 1,790 | $620.0K | 0.14% | −315−15.0% | Reduced |
| Everence Capital Management Inc | 1,780 | $615.0K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,759 | $607.6K | 0.10% | +1,701+2,932.8% | Added |
| Transcend Wealth Collective, LLC | 1,743 | $602.1K | 0.04% | +528+43.5% | Added |
| GTS Securities LLC | 1,742 | $601.8K | 0.02% | +1,742 | New |
| Empower Advisory Group, LLC | 1,737 | $600.0K | 0.00% | +4+0.2% | Added |
| Saxon Interests, Inc. | 1,831 | $598.4K | 0.23% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,721 | $594.4K | 0.01% | −347−16.8% | Reduced |
| 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 |
| Atlantic Union Bankshares Corp | 1,672 | $577.6K | 0.01% | +1,672 | New |
| Syon Capital LLC | 1,656 | $572.1K | 0.03% | +190+13.0% | Added |
| Wolverine Trading, LLC | 1,663 | $569.1K | 0.01% | +1,663 | New |
| Sequoia Financial Advisors, LLC | 1,639 | $566.2K | 0.00% | +12+0.7% | Added |
| Park Avenue Securities LLC | 1,631 | $564.0K | 0.00% | +52+3.3% | Added |
| Glenmede Investment Management, LP | 1,628 | $562.4K | 0.00% | +180+12.4% | Added |
| Arq Wealth Advisors, LLC | 1,617 | $560.1K | 0.17% | +1,617 | New |
| Snowden Capital Advisors LLC | 1,605 | $555.9K | 0.02% | −52−3.1% | Reduced |
| S-Bank Fund Management Ltd | 1,609 | $555.8K | 0.07% | −21−1.3% | Reduced |
| Fonville Wealth Management LLC | 1,554 | $536.8K | 0.12% | −1−0.1% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,535 | $530.3K | 0.18% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,530 | $528.5K | 0.00% | +1,530 | New |
| HighPoint Advisor Group LLC | 1,522 | $525.7K | 0.03% | +87+6.1% | Added |
| Cladis Investment Advisory, LLC | 1,510 | $521.6K | 0.30% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,504 | $519.7K | 0.08% | +1,130+302.1% | Added |
| Aaron Wealth Advisors | 1,481 | $511.6K | 0.03% | +794+115.6% | Added |
| Avantra Family Wealth, Inc. | 1,442 | $498.1K | 0.37% | +21+1.5% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,436 | $496.1K | 0.11% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 1,420 | $490.5K | 0.04% | −151−9.6% | Reduced |
| Financial Freedom, LLC | 1,417 | $489.4K | 0.24% | +524+58.7% | Added |
| Sage Mountain Advisors LLC | 1,416 | $489.2K | 0.03% | +541+61.8% | Added |
| Brown Brothers Harriman & Co | 1,407 | $486.0K | 0.00% | +252+21.8% | Added |
| CAPROCK Group, Inc. | 1,486 | $485.7K | 0.01% | +1,486 | New |
| Catalyst Funds Management Pty Ltd | 1,400 | $483.6K | 0.07% | +1,400 | New |
| Siemens Fonds Invest GmbH | 1,384 | $478.1K | 0.03% | −46−3.2% | Reduced |
| Capital Analysts, LLC | 1,385 | $478.0K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,351 | $475.9K | 0.00% | +179+15.3% | Added |
| Optimize Financial Inc | 1,368 | $472.6K | 0.25% | +250+22.4% | Added |
| Plato Investment Management Ltd | 1,359 | $465.9K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,337 | $461.9K | 0.02% | +91+7.3% | Added |
| Tema ETFs LLC | 1,336 | $461.5K | 0.04% | +1,336 | New |
| Davenport & Co LLC | 1,332 | $460.1K | 0.00% | −47−3.4% | Reduced |
| Crossmark Global Holdings, Inc. | 1,301 | $449.4K | 0.01% | −79−5.7% | Reduced |
| Ritholtz Wealth Management | 1,298 | $448.4K | 0.01% | +88+7.3% | Added |
| Busey Wealth Management | 1,271 | $439.1K | 0.01% | −347−21.4% | Reduced |
| Rockland Trust Co | 1,266 | $437.3K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,237 | $428.4K | 0.00% | +105+9.3% | Added |
| Journey Strategic Wealth LLC | 1,219 | $421.2K | 0.01% | +501+69.8% | Added |
| Petros Family Wealth, LLC | 1,214 | $419.4K | 0.35% | +1,214 | New |
| Fidelis Capital Partners, LLC | 1,205 | $416.3K | 0.03% | +1+0.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,200 | $414.5K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,197 | $413.4K | 0.01% | +1+0.1% | Added |
| Evanson Asset Management, LLC | 1,176 | $406.2K | 0.02% | −400−25.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,170 | $404.2K | 0.04% | −213−15.4% | Reduced |
| Rothschild Investment LLC | 1,166 | $402.9K | 0.02% | +368+46.1% | Added |
| Trust Asset Management LLC | 1,166 | $402.8K | 0.03% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,147 | $396.1K | 0.19% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,138 | $393.1K | 0.03% | −403−26.2% | Reduced |
| Westpac Banking Corp | 1,136 | $392.4K | 0.02% | +148+15.0% | Added |
| Quadrant Capital Group LLC | 1,134 | $391.7K | 0.01% | −215−15.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,127 | $389.3K | 0.01% | −30−2.6% | Reduced |
| ORG Partners LLC | 1,123 | $387.9K | 0.07% | +5+0.4% | Added |
| MAI Capital Management | 1,116 | $385.7K | 0.00% | −55−4.7% | Reduced |
| Advisory Services Network, LLC | 1,109 | $383.0K | 0.01% | +6+0.5% | Added |
| Fielder Capital Group LLC | 1,101 | $380.5K | 0.09% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,091 | $376.8K | 0.16% | +272+33.2% | Added |
| Bessemer Group Inc | 1,093 | $376.0K | 0.00% | +2+0.2% | Added |
| Mayflower Financial Advisors, LLC | 1,085 | $374.8K | 0.05% | +11+1.0% | Added |
| Connecticut Wealth Management, LLC | 1,069 | $369.3K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,059 | $365.8K | 0.01% | +55+5.5% | Added |
| Fiduciary Trust Co | 1,058 | $365.6K | 0.00% | −30−2.8% | Reduced |
| Hudson Bay Capital Management LP | 1,055 | $364.4K | 0.00% | +1,055 | New |
| Monument Group Wealth Advisors, LLC | 1,034 | $357.3K | 0.21% | 00.0% | Unchanged |
| Groupama Asset Managment | 1,033 | $356.9K | 0.01% | +1,033 | New |
| Ieq Capital, LLC | 1,032 | $356.6K | 0.00% | −9,977−90.6% | Reduced |
| Raub Brock Capital Management LP | 1,000 | $345.4K | 0.07% | −100−9.1% | Reduced |
| EverSource Wealth Advisors, LLC | 996 | $344.2K | 0.01% | +7+0.7% | Added |
| CX Institutional | 997 | $344.0K | 0.01% | +225+29.1% | Added |
| Gibbs Wealth Management | 990 | $342.0K | 0.08% | −1,129−53.3% | Reduced |
| Resonant Capital Advisors, LLC | 982 | $340.1K | 0.02% | +49+5.3% | Added |
| Seed Wealth Management, Inc. | 970 | $335.1K | 0.23% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 962 | $332.3K | 0.01% | +502+109.1% | Added |
| Cigna Investments Inc | 961 | $332.0K | 0.05% | −32−3.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 950 | $328.2K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 919 | $321.6K | 0.01% | +34+3.8% | Added |
| Net Worth Advisory Group | 904 | $312.2K | 0.09% | +904 | New |
| Meeder Advisory Services, Inc. | 900 | $310.9K | 0.01% | +134+17.5% | Added |
| Red Door Wealth Management, LLC | 840 | $290.2K | 0.03% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 836 | $288.8K | 0.17% | +836 | New |
| Global Retirement Partners, LLC | 831 | $287.1K | 0.01% | +9+1.1% | Added |
| Quantitative Investment Management, LLC | 826 | $285.0K | 0.04% | +826 | New |
| Aptus Capital Advisors, LLC | 820 | $283.3K | 0.00% | −715−46.6% | Reduced |
| Citadel Investment Advisory, Inc. | 817 | $282.0K | 0.13% | 00.0% | Unchanged |
| Greenleaf Trust | 815 | $281.5K | 0.00% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 800 | $276.4K | 0.01% | 00.0% | Unchanged |