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, Q4 2025
Institutional positions in Willis Towers Watson PLC as of Dec 31, 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
- 751
- +34 vs. Q3 2025
- Shares held
- 94.2M
- +3.47M (+3.8%) vs. Q3 2025
- Total value
- $31.0B
- −$381.4M (−1.2%) vs. Q3 2025
- New holders
- 114
- 234 more added
- Sold out
- 80
- 279 more reduced
13 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PDS Planning, Inc | 637 | $209.3K | 0.01% | +56+9.6% | Added |
| Crestwood Advisors Group LLC | 641 | $210.7K | 0.00% | +57+9.8% | Added |
| Joel Isaacson & Co., LLC | 657 | $215.9K | 0.01% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 660 | $216.9K | 0.01% | 00.0% | Unchanged |
| Westco Advisory Services Inc | 661 | $217.2K | 0.13% | +661 | New |
| Bayforest Capital Ltd | 663 | $217.9K | 0.16% | +663 | New |
| Smartleaf Asset Management LLC | 656 | $218.8K | 0.01% | +97+17.4% | Added |
| Parallel Advisors, LLC | 675 | $221.9K | 0.00% | +168+33.1% | Added |
| Cambria Investment Management, L.P. | 678 | $222.8K | 0.01% | −26−3.7% | Reduced |
| Frec Markets, Inc. | 691 | $227.3K | 0.07% | +691 | New |
| Farther Finance Advisors, LLC | 692 | $227.3K | 0.00% | −270−28.1% | Reduced |
| Financial Freedom, LLC | 699 | $229.6K | 0.11% | −718−50.7% | Reduced |
| Modera Wealth Management, LLC | 699 | $229.6K | 0.00% | −8−1.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 701 | $230.3K | 0.01% | +24+3.5% | Added |
| Pallas Capital Advisors LLC | 709 | $233.0K | 0.01% | −7−1.0% | Reduced |
| Allworth Financial LP | 713 | $234.2K | 0.00% | +87+13.9% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 731 | $235.2K | 0.05% | +731 | New |
| Commerzbank Aktiengesellschaft | 718 | $236.0K | 0.00% | −32−4.3% | Reduced |
| Checchi Capital Advisers, LLC | 722 | $237.2K | 0.02% | −17−2.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 723 | $237.6K | 0.04% | +43+6.3% | Added |
| Patton Fund Management, Inc. | 728 | $239.2K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 732 | $240.5K | 0.00% | −44−5.7% | Reduced |
| Howard Capital Management Inc. | 744 | $244.5K | 0.00% | +40+5.7% | Added |
| Fisher Asset Management, LLC | 749 | $246.4K | 0.00% | +63+9.2% | Added |
| Eagle Rock Investment Company, LLC | 750 | $246.4K | 0.03% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 750 | $246.4K | 0.07% | +750 | New |
| Institute for Wealth Management, LLC. | 755 | $248.2K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 766 | $251.6K | 0.00% | +766 | New |
| NorthCrest Asset Manangement, LLC | 755 | $252.6K | 0.01% | +755 | New |
| Longboard Asset Management, LP | 782 | $257.0K | 1.63% | 00.0% | Unchanged |
| Bollard Group LLC | 785 | $258.0K | 0.01% | +785 | New |
| Fiduciary Trust Co | 796 | $261.7K | 0.00% | −262−24.8% | Reduced |
| Advisory Services Network, LLC | 799 | $262.5K | 0.00% | −310−28.0% | Reduced |
| Intact Investment Management Inc. | 800 | $262.9K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 804 | $265.1K | 0.01% | +804 | New |
| Citadel Investment Advisory, Inc. | 817 | $268.0K | 0.12% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 822 | $270.1K | 0.00% | +2+0.2% | Added |
| Catalytic Wealth RIA, LLC | 835 | $274.4K | 0.01% | −1,063−56.0% | Reduced |
| Gibbs Wealth Management | 832 | $274.8K | 0.07% | −158−16.0% | Reduced |
| Birch Financial Group, LLC | 837 | $275.1K | 0.16% | +1+0.1% | Added |
| Maridea Wealth Management LLC | 838 | $275.2K | 0.04% | +838 | New |
| Red Door Wealth Management, LLC | 841 | $276.4K | 0.03% | +1+0.1% | Added |
| Ticino Wealth | 858 | $281.9K | 0.10% | +858 | New |
| Summitry LLC | 865 | $284.2K | 0.01% | +865 | New |
| Net Worth Advisory Group | 886 | $291.3K | 0.06% | −18−2.0% | Reduced |
| OpenArc Corporate Advisory, LLC | 897 | $294.8K | 0.00% | +897 | New |
| Atomi Financial Group, Inc. | 898 | $295.1K | 0.01% | +152+20.4% | Added |
| Raub Brock Capital Management LP | 900 | $295.7K | 0.07% | −100−10.0% | Reduced |
| NewEdge Wealth, LLC | 903 | $296.7K | 0.00% | +903 | New |
| Wedmont Private Capital | 903 | $299.2K | 0.01% | −16−1.7% | Reduced |
| Confluence Investment Management LLC | 911 | $299.4K | 0.00% | −2,581−73.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 920 | $302.3K | 0.07% | −480−34.3% | Reduced |
| Wakefield Asset Management LLLP | 920 | $302.3K | 0.08% | +200+27.8% | Added |
| Hamilton Capital Partners Inc. | 931 | $305.9K | 0.01% | −1,652−64.0% | Reduced |
| EverSource Wealth Advisors, LLC | 935 | $307.4K | 0.01% | −61−6.1% | Reduced |
| Groupama Asset Managment | 937 | $307.9K | 0.00% | −96−9.3% | Reduced |
| Cigna Investments Inc | 940 | $309.0K | 0.04% | −21−2.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 950 | $312.2K | 0.01% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 957 | $315.4K | 0.02% | +957 | New |
| Seed Wealth Management, Inc. | 970 | $318.7K | 0.22% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 970 | $318.7K | 0.02% | +970 | New |
| Profund Advisors LLC | 997 | $327.6K | 0.01% | −340−25.4% | Reduced |
| Farringdon Capital, Ltd. | 1,004 | $329.9K | 0.08% | +1,004 | New |
| Greenleaf Trust | 1,007 | $330.9K | 0.00% | +192+23.6% | Added |
| Journey Strategic Wealth LLC | 1,017 | $334.3K | 0.01% | −202−16.6% | Reduced |
| Fielder Capital Group LLC | 1,032 | $339.0K | 0.07% | −69−6.3% | Reduced |
| Ieq Capital, LLC | 1,033 | $339.5K | 0.00% | +1+0.1% | Added |
| Monument Group Wealth Advisors, LLC | 1,034 | $339.8K | 0.19% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,040 | $341.7K | 0.01% | +1,040 | New |
| Cary Street Partner Investment Advisory LLC | 1,041 | $342.0K | 0.09% | −50−4.6% | Reduced |
| Everhart Financial Group, Inc. | 1,060 | $348.3K | 0.03% | +1,060 | New |
| Connecticut Wealth Management, LLC | 1,069 | $351.3K | 0.02% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,088 | $357.5K | 0.00% | −1,436−56.9% | Reduced |
| Beacon Pointe Advisors, LLC | 1,092 | $358.9K | 0.00% | +1,092 | New |
| Mayflower Financial Advisors, LLC | 1,095 | $359.8K | 0.04% | +10+0.9% | Added |
| Meeder Advisory Services, Inc. | 1,098 | $360.8K | 0.02% | +198+22.0% | Added |
| Skopos Labs, Inc. | 1,085 | $362.3K | 0.02% | +397+57.7% | Added |
| Picton Mahoney Asset Management | 1,104 | $362.8K | 0.00% | +1,104 | New |
| Fifth Third Wealth Advisors LLC | 1,106 | $363.4K | 0.01% | −21−1.9% | Reduced |
| Jefferies Financial Group Inc. | 1,109 | $364.3K | 0.00% | −8,365−88.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,115 | $366.4K | 0.01% | +1,115 | New |
| MAI Capital Management | 1,120 | $368.1K | 0.00% | +4+0.4% | Added |
| Trust Asset Management LLC | 1,122 | $368.7K | 0.03% | −44−3.8% | Reduced |
| Private Advisor Group, LLC | 1,123 | $369.0K | 0.00% | +376+50.3% | Added |
| ORG Partners LLC | 1,124 | $369.3K | 0.07% | +1+0.1% | Added |
| Proficio Capital Partners LLC | 1,137 | $373.6K | 0.03% | −1−0.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,138 | $373.9K | 0.03% | −32−2.7% | Reduced |
| Alhambra Investment Partners LLC | 1,147 | $376.8K | 0.18% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,168 | $383.9K | 0.02% | +2+0.2% | Added |
| Warren Averett Asset Management, LLC | 1,171 | $384.6K | 0.00% | +388+49.6% | Added |
| CX Institutional | 1,171 | $385.0K | 0.01% | +174+17.5% | Added |
| Evanson Asset Management, LLC | 1,195 | $392.7K | 0.02% | +19+1.6% | Added |
| Forum Financial Management, LP | 1,197 | $393.3K | 0.01% | 00.0% | Unchanged |
| JM2 Capital Inc. | 1,197 | $393.3K | 0.32% | +1,197 | New |
| Sanibel Captiva Trust Company, Inc. | 1,200 | $394.3K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,205 | $396.0K | 0.03% | 00.0% | Unchanged |
| Busey Wealth Management | 1,267 | $416.3K | 0.01% | −4−0.3% | Reduced |
| Ritholtz Wealth Management | 1,269 | $417.0K | 0.01% | −29−2.2% | Reduced |
| Park Avenue Securities LLC | 1,274 | $419.0K | 0.00% | −357−21.9% | Reduced |
| Rockland Trust Co | 1,278 | $420.0K | 0.02% | +12+0.9% | Added |