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 |
|---|---|---|---|---|---|
| Confluence Investment Management LLC | 911 | $299.4K | 0.00% | −2,581−73.9% | Reduced |
| Wedmont Private Capital | 903 | $299.2K | 0.01% | −16−1.7% | Reduced |
| NewEdge Wealth, LLC | 903 | $296.7K | 0.00% | +903 | New |
| Raub Brock Capital Management LP | 900 | $295.7K | 0.07% | −100−10.0% | Reduced |
| Atomi Financial Group, Inc. | 898 | $295.1K | 0.01% | +152+20.4% | Added |
| OpenArc Corporate Advisory, LLC | 897 | $294.8K | 0.00% | +897 | New |
| Net Worth Advisory Group | 886 | $291.3K | 0.06% | −18−2.0% | Reduced |
| Summitry LLC | 865 | $284.2K | 0.01% | +865 | New |
| Ticino Wealth | 858 | $281.9K | 0.10% | +858 | New |
| Red Door Wealth Management, LLC | 841 | $276.4K | 0.03% | +1+0.1% | Added |
| Maridea Wealth Management LLC | 838 | $275.2K | 0.04% | +838 | New |
| Birch Financial Group, LLC | 837 | $275.1K | 0.16% | +1+0.1% | Added |
| Gibbs Wealth Management | 832 | $274.8K | 0.07% | −158−16.0% | Reduced |
| Catalytic Wealth RIA, LLC | 835 | $274.4K | 0.01% | −1,063−56.0% | Reduced |
| Aptus Capital Advisors, LLC | 822 | $270.1K | 0.00% | +2+0.2% | Added |
| Citadel Investment Advisory, Inc. | 817 | $268.0K | 0.12% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 804 | $265.1K | 0.01% | +804 | New |
| Intact Investment Management Inc. | 800 | $262.9K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 799 | $262.5K | 0.00% | −310−28.0% | Reduced |
| Fiduciary Trust Co | 796 | $261.7K | 0.00% | −262−24.8% | Reduced |
| Bollard Group LLC | 785 | $258.0K | 0.01% | +785 | New |
| Longboard Asset Management, LP | 782 | $257.0K | 1.63% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 755 | $252.6K | 0.01% | +755 | New |
| Moneta Group Investment Advisors LLC | 766 | $251.6K | 0.00% | +766 | New |
| Institute for Wealth Management, LLC. | 755 | $248.2K | 0.03% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 750 | $246.4K | 0.03% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 750 | $246.4K | 0.07% | +750 | New |
| Fisher Asset Management, LLC | 749 | $246.4K | 0.00% | +63+9.2% | Added |
| Howard Capital Management Inc. | 744 | $244.5K | 0.00% | +40+5.7% | Added |
| United Capital Financial Advisers, LLC | 732 | $240.5K | 0.00% | −44−5.7% | Reduced |
| Patton Fund Management, Inc. | 728 | $239.2K | 0.03% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 723 | $237.6K | 0.04% | +43+6.3% | Added |
| Checchi Capital Advisers, LLC | 722 | $237.2K | 0.02% | −17−2.3% | Reduced |
| Commerzbank Aktiengesellschaft | 718 | $236.0K | 0.00% | −32−4.3% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 731 | $235.2K | 0.05% | +731 | New |
| Allworth Financial LP | 713 | $234.2K | 0.00% | +87+13.9% | Added |
| Pallas Capital Advisors LLC | 709 | $233.0K | 0.01% | −7−1.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 701 | $230.3K | 0.01% | +24+3.5% | Added |
| Modera Wealth Management, LLC | 699 | $229.6K | 0.00% | −8−1.1% | Reduced |
| Financial Freedom, LLC | 699 | $229.6K | 0.11% | −718−50.7% | Reduced |
| Farther Finance Advisors, LLC | 692 | $227.3K | 0.00% | −270−28.1% | Reduced |
| Frec Markets, Inc. | 691 | $227.3K | 0.07% | +691 | New |
| Cambria Investment Management, L.P. | 678 | $222.8K | 0.01% | −26−3.7% | Reduced |
| Parallel Advisors, LLC | 675 | $221.9K | 0.00% | +168+33.1% | Added |
| Smartleaf Asset Management LLC | 656 | $218.8K | 0.01% | +97+17.4% | Added |
| Bayforest Capital Ltd | 663 | $217.9K | 0.16% | +663 | New |
| Westco Advisory Services Inc | 661 | $217.2K | 0.13% | +661 | New |
| Anchor Capital Advisors LLC | 660 | $216.9K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 657 | $215.9K | 0.01% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 641 | $210.7K | 0.00% | +57+9.8% | Added |
| PDS Planning, Inc | 637 | $209.3K | 0.01% | +56+9.6% | Added |
| Quadcap Wealth Management, LLC | 636 | $209.0K | 0.02% | −31−4.6% | Reduced |
| Catalyst Financial Partners LLC | 636 | $209.0K | 0.02% | +14+2.3% | Added |
| Mather Group, LLC. | 633 | $207.9K | 0.00% | +7+1.1% | Added |
| Drive Wealth Management, LLC | 626 | $206.2K | 0.04% | −3−0.5% | Reduced |
| Perpetual Ltd | 621 | $204.1K | 0.00% | −87,762−99.3% | Reduced |
| William Blair Investment Management, LLC | 619 | $203.4K | 0.00% | −137−18.1% | Reduced |
| Umb Bank N A | 606 | $199.1K | 0.00% | +32+5.6% | Added |
| Westpac Banking Corp | 563 | $185.0K | 0.01% | −573−50.4% | Reduced |
| NBC Securities, Inc. | 536 | $176.1K | 0.01% | −44−7.6% | Reduced |
| Penserra Capital Management LLC | 537 | $175.0K | 0.00% | −16−2.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 521 | $171.2K | 0.02% | +521 | New |
| Aster Capital Management (DIFC) Ltd | 515 | $169.2K | 0.07% | +515 | New |
| Caitong International Asset Management Co., Ltd | 502 | $165.0K | 0.04% | +275+121.1% | Added |
| ORG Wealth Partners, LLC | 473 | $155.4K | 0.04% | +473 | New |
| Greykasell Wealth Strategies, Inc. | 470 | $154.4K | 0.06% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 434 | $142.6K | 0.00% | −6−1.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 428 | $140.6K | 0.00% | +428 | New |
| Los Angeles Capital Management LLC | 437 | $138.5K | 0.00% | +437 | New |
| PFS Partners, LLC | 400 | $131.4K | 0.06% | 00.0% | Unchanged |
| JNBA Financial Advisors | 375 | $123.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 360 | $118.3K | 0.00% | −398−52.5% | Reduced |
| Zions Bancorporation, National Association | 360 | $118.3K | 0.01% | +82+29.5% | Added |
| Washington Trust Advisors, Inc. | 325 | $106.8K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 310 | $101.9K | 0.03% | −7−2.2% | Reduced |
| Syntax Research, Inc. | 300 | $98.7K | 0.06% | −1,999−87.0% | Reduced |
| LRI Investments, LLC | 297 | $97.6K | 0.01% | +2+0.7% | Added |
| Onefund, LLC | 288 | $94.6K | 0.06% | +15+5.5% | Added |
| Signaturefd, LLC | 281 | $92.4K | 0.00% | +60+27.1% | Added |
| DT Investment Partners, LLC | 281 | $92.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 278 | $91.4K | 0.01% | +17+6.5% | Added |
| Deseret Mutual Benefit Administrators | 273 | $89.7K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 265 | $87.1K | 0.01% | +18+7.3% | Added |
| Johnson Financial Group, Inc. | 256 | $84.4K | 0.00% | −3−1.2% | Reduced |
| Quarry LP | 247 | $81.2K | 0.01% | +247 | New |
| Root Financial Partners, LLC | 242 | $79.5K | 0.00% | +46+23.5% | Added |
| Gables Capital Management Inc. | 227 | $74.6K | 0.03% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 225 | $73.9K | 0.01% | −6−2.6% | Reduced |
| Community Bank, N.A. | 221 | $72.6K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 218 | $72.0K | 0.05% | 00.0% | Unchanged |
| Quantbot Technologies LP | 195 | $64.1K | 0.00% | +195 | New |
| Versant Capital Management, Inc | 188 | $61.8K | 0.01% | +7+3.9% | Added |
| Essential Partners LLC | 185 | $60.8K | 0.02% | +4+2.2% | Added |
| Transamerica Financial Advisors, Inc. | 182 | $59.9K | 0.00% | +104+133.3% | Added |
| Smallwood Wealth Investment Management, LLC | 177 | $58.2K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 178 | $58.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 170 | $56.0K | 0.03% | 00.0% | Unchanged |
| New Millennium Group LLC | 155 | $51.0K | 0.02% | −2−1.3% | Reduced |
| Clear Street Markets LLC | 143 | $47.0K | 0.01% | −25−14.9% | Reduced |
| HHM Wealth Advisors, LLC | 140 | $46.0K | 0.01% | 00.0% | Unchanged |