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, Q1 2026
Institutional positions in Willis Towers Watson PLC as of Mar 31, 2026. 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
- 724
- −14 vs. Q4 2025
- Shares held
- 90.5M
- +9.45M (+11.7%) vs. Q4 2025
- Total value
- $27.2B
- +$555.5M (+2.1%) vs. Q4 2025
- New holders
- 99
- 241 more added
- Sold out
- 113
- 280 more reduced
13 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 942 | $273.8K | 0.00% | +229+32.1% | Added |
| Cassaday & Co Wealth Management LLC | 936 | $272.0K | 0.01% | −14−1.5% | Reduced |
| CX Institutional | 932 | $271.0K | 0.01% | −239−20.4% | Reduced |
| Wakefield Asset Management LLLP | 920 | $267.4K | 0.07% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 904 | $263.0K | 0.00% | −370−29.0% | Reduced |
| Cigna Investments Inc | 903 | $263.0K | 0.04% | −37−3.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 905 | $263.0K | 0.07% | −136−13.1% | Reduced |
| Fisher Asset Management, LLC | 896 | $260.8K | 0.00% | +147+19.6% | Added |
| Wedmont Private Capital | 882 | $256.5K | 0.01% | −21−2.3% | Reduced |
| United Capital Financial Advisers, LLC | 868 | $252.3K | 0.00% | +136+18.6% | Added |
| Seelaus Asset Management LLC | 859 | $249.7K | 0.18% | +859 | New |
| Pekin Hardy Strauss, Inc. | 833 | $242.2K | 0.03% | −305−26.8% | Reduced |
| Red Door Wealth Management, LLC | 824 | $239.5K | 0.02% | −17−2.0% | Reduced |
| Profund Advisors LLC | 822 | $239.0K | 0.01% | −175−17.6% | Reduced |
| Citadel Investment Advisory, Inc. | 817 | $238.0K | 0.11% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 804 | $233.7K | 0.01% | +804 | New |
| Patton Fund Management, Inc. | 799 | $232.3K | 0.04% | +71+9.8% | Added |
| ISAM Funds (UK) Ltd | 797 | $231.7K | 0.11% | +797 | New |
| Brown Brothers Harriman & Co | 793 | $230.5K | 0.00% | −667−45.7% | Reduced |
| Net Worth Advisory Group | 777 | $226.0K | 0.05% | −109−12.3% | Reduced |
| Raub Brock Capital Management LP | 775 | $225.3K | 0.06% | −125−13.9% | Reduced |
| Atomi Financial Group, Inc. | 773 | $224.7K | 0.01% | −125−13.9% | Reduced |
| Institute for Wealth Management, LLC. | 755 | $219.5K | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 749 | $217.7K | 0.05% | +749 | New |
| Meeder Advisory Services, Inc. | 741 | $215.4K | 0.01% | −357−32.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 741 | $215.4K | 0.01% | +40+5.7% | Added |
| United Community Bank | 738 | $214.5K | 0.07% | +738 | New |
| Pettyjohn, Wood & White, Inc | 723 | $210.2K | 0.03% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 712 | $207.0K | 0.00% | +93+15.0% | Added |
| Birch Financial Group, LLC | 707 | $205.4K | 0.12% | −130−15.5% | Reduced |
| Financial Freedom, LLC | 701 | $203.7K | 0.10% | +2+0.3% | Added |
| ORG Wealth Partners, LLC | 627 | $182.3K | 0.04% | +154+32.6% | Added |
| Advisory Services Network, LLC | 607 | $176.5K | 0.00% | −192−24.0% | Reduced |
| Smartleaf Asset Management LLC | 604 | $175.0K | 0.01% | −52−7.9% | Reduced |
| Mather Group, LLC. | 598 | $174.0K | 0.00% | −35−5.5% | Reduced |
| Parallel Advisors, LLC | 564 | $164.0K | 0.00% | −111−16.4% | Reduced |
| Penserra Capital Management LLC | 552 | $159.0K | 0.00% | +15+2.8% | Added |
| NBC Securities, Inc. | 536 | $155.8K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 499 | $145.7K | 0.01% | +317+174.2% | Added |
| Strategic Investment Advisors | 482 | $140.2K | 0.01% | +482 | New |
| Pinnacle Wealth Planning Services, Inc. | 479 | $139.2K | 0.01% | −42−8.1% | Reduced |
| Versant Capital Management, Inc | 478 | $139.0K | 0.01% | +290+154.3% | Added |
| Umb Bank N A | 474 | $137.8K | 0.00% | −132−21.8% | Reduced |
| Greykasell Wealth Strategies, Inc. | 470 | $136.6K | 0.06% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 437 | $127.0K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 427 | $124.0K | 0.09% | +427 | New |
| Heritage Wealth Advisors | 405 | $117.7K | 0.00% | +278+218.9% | Added |
| PFS Partners, LLC | 400 | $116.3K | 0.05% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 381 | $110.8K | 0.00% | −53−12.2% | Reduced |
| IFP Advisors, Inc | 354 | $102.9K | 0.00% | −6−1.7% | Reduced |
| JNBA Financial Advisors | 350 | $101.7K | 0.01% | −25−6.7% | Reduced |
| Signaturefd, LLC | 344 | $100.1K | 0.00% | +63+22.4% | Added |
| Washington Trust Advisors, Inc. | 329 | $95.6K | 0.01% | +4+1.2% | Added |
| Hantz Financial Services, Inc. | 313 | $91.0K | 0.00% | −4,775−93.8% | Reduced |
| Bollard Group LLC | 310 | $90.0K | 0.00% | −475−60.5% | Reduced |
| Jefferies Financial Group Inc. | 296 | $86.1K | 0.00% | −813−73.3% | Reduced |
| Goodman Advisory Group, LLC | 293 | $85.2K | 0.02% | −17−5.5% | Reduced |
| Westpac Banking Corp | 286 | $83.1K | 0.01% | −277−49.2% | Reduced |
| DT Investment Partners, LLC | 281 | $81.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 274 | $79.7K | 0.01% | −4−1.4% | Reduced |
| Onefund, LLC | 262 | $75.4K | 0.05% | −26−9.0% | Reduced |
| Syntax Research, Inc. | 250 | $72.8K | 0.05% | −50−16.7% | Reduced |
| LRI Investments, LLC | 241 | $70.1K | 0.01% | −56−18.9% | Reduced |
| Parkside Financial Bank & Trust | 229 | $66.6K | 0.01% | −36−13.6% | Reduced |
| Root Financial Partners, LLC | 227 | $66.0K | 0.00% | −15−6.2% | Reduced |
| Gables Capital Management Inc. | 227 | $66.0K | 0.03% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 225 | $65.4K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 221 | $64.2K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 206 | $59.9K | 0.02% | −67−24.5% | Reduced |
| Simplex Trading, LLC | 200 | $58.1K | 0.00% | +200 | New |
| Capula Management Ltd | 199 | $57.8K | 0.00% | +199 | New |
| Capital Advisors, Ltd. LLC | 178 | $52.0K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 177 | $51.5K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 170 | $49.6K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 168 | $48.8K | 0.00% | −2,855−94.4% | Reduced |
| Larson Financial Group LLC | 160 | $46.5K | 0.00% | +72+81.8% | Added |
| Zions Bancorporation, National Association | 155 | $45.1K | 0.00% | −205−56.9% | Reduced |
| HHM Wealth Advisors, LLC | 140 | $40.7K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 135 | $39.2K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 134 | $39.0K | 0.01% | +1+0.8% | Added |
| CKW Financial Group | 121 | $35.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 120 | $35.0K | 0.01% | +3+2.6% | Added |
| Wall Street Financial Group, Inc. | 120 | $34.9K | 0.02% | +120 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 120 | $34.9K | 0.01% | +1+0.8% | Added |
| Owl Creek Wealth Partners LLC | 117 | $34.0K | 0.01% | +117 | New |
| Farmers & Merchants Investments Inc | 116 | $33.7K | 0.00% | +19+19.6% | Added |
| CVA Family Office, LLC | 116 | $33.7K | 0.00% | +62+114.8% | Added |
| Johnson Financial Group, Inc. | 114 | $33.3K | 0.00% | −142−55.5% | Reduced |
| AdvisorNet Financial, Inc | 111 | $32.3K | 0.00% | +3+2.8% | Added |
| Aventus Investment Advisors, Inc. | 109 | $31.7K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 99 | $28.8K | 0.00% | +73+280.8% | Added |
| McIlrath & Eck, LLC | 96 | $27.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 95 | $27.6K | 0.01% | −152−61.5% | Reduced |
| Cedar Mountain Advisors, LLC | 92 | $26.7K | 0.01% | +92 | New |
| Crewe Advisors LLC | 90 | $26.2K | 0.00% | −4−4.3% | Reduced |
| Raiffeisen Bank International AG | 90 | $26.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 87 | $25.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 95 | $24.6K | 0.00% | +4+4.4% | Added |
| Quent Capital, LLC | 84 | $24.5K | 0.00% | −13−13.4% | Reduced |
| GW&K Investment Management, LLC | 72 | $21.0K | 0.00% | −22−23.4% | Reduced |