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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 783 | $270.3K | 0.00% | −6−0.8% | Reduced |
| Longboard Asset Management, LP | 782 | $270.1K | 0.44% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 779 | $269.2K | 0.01% | +35+4.7% | Added |
| United Capital Financial Advisers, LLC | 776 | $268.0K | 0.00% | +19+2.5% | Added |
| Central Pacific Bank - Trust Division | 775 | $267.7K | 0.03% | +125+19.2% | Added |
| Integrated Investment Consultants, LLC | 765 | $264.3K | 0.04% | −143−15.7% | Reduced |
| IFP Advisors, Inc | 758 | $261.9K | 0.01% | +24+3.3% | Added |
| William Blair Investment Management, LLC | 756 | $261.2K | 0.00% | −9−1.2% | Reduced |
| Institute for Wealth Management, LLC. | 755 | $260.9K | 0.03% | +755 | New |
| Commerzbank Aktiengesellschaft | 750 | $260.0K | 0.01% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 750 | $259.1K | 0.04% | −174−18.8% | Reduced |
| Colony Group, LLC | 748 | $258.5K | 0.00% | −960−56.2% | Reduced |
| Private Advisor Group, LLC | 747 | $258.0K | 0.00% | −97−11.5% | Reduced |
| Atomi Financial Group, Inc. | 746 | $257.7K | 0.01% | +59+8.6% | Added |
| Checchi Capital Advisers, LLC | 739 | $255.3K | 0.02% | −94−11.3% | Reduced |
| Chapman Financial Group, LLC | 731 | $252.5K | 0.17% | −50−6.4% | Reduced |
| Patton Fund Management, Inc. | 728 | $251.5K | 0.05% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 720 | $248.7K | 0.07% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 1,147 | $247.5K | 0.03% | +1,147 | New |
| Stonegate Investment Group, LLC | 716 | $247.5K | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 716 | $247.4K | 0.01% | +1+0.1% | Added |
| Modera Wealth Management, LLC | 707 | $244.3K | 0.00% | +17+2.5% | Added |
| 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 |
| Personal Cfo Solutions, LLC | 697 | $240.8K | 0.04% | +697 | New |
| Fisher Asset Management, LLC | 686 | $237.3K | 0.00% | +686 | New |
| Pettyjohn, Wood & White, Inc | 680 | $234.9K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 677 | $233.9K | 0.01% | −131−16.2% | Reduced |
| Portside Wealth Group, LLC | 668 | $230.8K | 0.03% | −392−37.0% | Reduced |
| Quadcap Wealth Management, LLC | 667 | $230.4K | 0.03% | −80−10.7% | Reduced |
| Anchor Capital Advisors LLC | 660 | $228.0K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 657 | $227.0K | 0.01% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 642 | $221.8K | 0.17% | +642 | New |
| Drive Wealth Management, LLC | 629 | $217.8K | 0.05% | +629 | New |
| Mather Group, LLC. | 626 | $216.1K | 0.00% | +626 | New |
| Allworth Financial LP | 626 | $216.1K | 0.00% | +91+17.0% | Added |
| Catalyst Financial Partners LLC | 622 | $214.9K | 0.03% | +622 | New |
| Krilogy Financial LLC | 661 | $213.5K | 0.01% | +661 | New |
| Hancock Whitney Corp | 608 | $210.0K | 0.00% | +608 | New |
| Moody National Bank Trust Division | 607 | $209.7K | 0.02% | +607 | New |
| Skopos Labs, Inc. | 688 | $209.4K | 0.03% | +3+0.4% | Added |
| Harbor Advisors LLC | 605 | $209.0K | 0.03% | +605 | New |
| Carlson Capital L P | 600 | $207.3K | 0.12% | +600 | New |
| Crestwood Advisors Group LLC | 584 | $201.8K | 0.00% | +584 | New |
| Marshall Financial Group LLC | 583 | $201.4K | 0.04% | +583 | New |
| PDS Planning, Inc | 581 | $200.7K | 0.01% | +581 | New |
| Concurrent Investment Advisors, LLC | 581 | $200.7K | 0.00% | +581 | New |
| NBC Securities, Inc. | 580 | $200.4K | 0.02% | −75−11.5% | Reduced |
| Umb Bank N A | 574 | $198.3K | 0.00% | +3+0.5% | Added |
| Smartleaf Asset Management LLC | 559 | $191.3K | 0.01% | +305+120.1% | Added |
| Penserra Capital Management LLC | 553 | $190.0K | 0.00% | +6+1.1% | Added |
| Parallel Advisors, LLC | 507 | $175.3K | 0.00% | −1−0.2% | Reduced |
| Greykasell Wealth Strategies, Inc. | 470 | $162.4K | 0.07% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 440 | $152.0K | 0.00% | +48+12.2% | Added |
| PFS Partners, LLC | 400 | $138.2K | 0.07% | 00.0% | Unchanged |
| JNBA Financial Advisors | 375 | $129.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 325 | $112.3K | 0.01% | −11−3.3% | Reduced |
| Goodman Advisory Group, LLC | 317 | $109.5K | 0.03% | −9−2.8% | Reduced |
| LRI Investments, LLC | 295 | $102.0K | 0.01% | +27+10.1% | Added |
| DT Investment Partners, LLC | 281 | $97.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 278 | $96.0K | 0.00% | +68+32.4% | 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 |
| Private Trust Co NA | 261 | $90.2K | 0.01% | +5+2.0% | Added |
| Principal Securities, Inc. | 261 | $90.1K | 0.00% | +24+10.1% | Added |
| Johnson Financial Group, Inc. | 259 | $89.7K | 0.00% | +259 | New |
| Parkside Financial Bank & Trust | 247 | $85.3K | 0.01% | +2+0.8% | Added |
| Golden State Wealth Management, LLC | 231 | $79.8K | 0.01% | 00.0% | Unchanged |
| 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 |
| Signaturefd, LLC | 221 | $76.3K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 221 | $76.3K | 0.01% | +221 | New |
| Sentry Investment Management LLC | 218 | $75.0K | 0.05% | −84−27.8% | Reduced |
| American National Bank | 200 | $69.1K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 196 | $67.7K | 0.00% | +196 | New |
| Essential Partners LLC | 181 | $62.5K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 181 | $62.5K | 0.01% | +1+0.6% | Added |
| Smallwood Wealth Investment Management, LLC | 177 | $61.1K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 178 | $61.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 170 | $58.9K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 168 | $58.0K | 0.02% | +102+154.5% | Added |
| Point72 Europe (London) LLP | 157 | $54.4K | 0.00% | +157 | New |
| New Millennium Group LLC | 157 | $54.3K | 0.02% | −51−24.5% | Reduced |
| HHM Wealth Advisors, LLC | 140 | $48.4K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 137 | $47.0K | 0.01% | +12+9.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 135 | $46.6K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 132 | $45.6K | 0.00% | +132 | New |
| Heritage Wealth Advisors | 127 | $43.9K | 0.00% | −27−17.5% | Reduced |
| Motco | 122 | $42.1K | 0.00% | +116+1,933.3% | Added |
| CKW Financial Group | 121 | $42.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 121 | $41.9K | 0.01% | −13−9.7% | Reduced |
| Trust Co of Vermont | 109 | $37.7K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 109 | $37.7K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 108 | $37.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 106 | $36.0K | 0.00% | −358−77.2% | Reduced |
| Quent Capital, LLC | 97 | $33.6K | 0.00% | +97 | New |
| Farmers & Merchants Investments Inc | 97 | $33.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 96 | $33.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 96 | $33.2K | 0.00% | +15+18.5% | Added |
| Investors Research Corp | 94 | $32.5K | 0.01% | +25+36.2% | Added |