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, Q2 2026
Institutional positions in Willis Towers Watson PLC as of Jun 30, 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
- 696
- −17 vs. Q1 2026
- Shares held
- 91.1M
- +1.56M (+1.7%) vs. Q1 2026
- Total value
- $24.7B
- −$2.25B (−8.4%) vs. Q1 2026
- New holders
- 77
- 236 more added
- Sold out
- 94
- 284 more reduced
11 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 4,132 | $1.20M | 0.00% | −1,281−23.7% | Reduced |
| Ameritas Investment Partners, Inc. | 4,670 | $1.22M | 0.03% | +165+3.7% | Added |
| New Mexico Educational Retirement Board | 4,700 | $1.23M | 0.03% | +200+4.4% | Added |
| Glenmede Trust Co NA | 4,777 | $1.25M | 0.01% | +611+14.7% | Added |
| Louisiana State Employees Retirement System | 4,800 | $1.25M | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 4,873 | $1.27M | 0.00% | +259+5.6% | Added |
| Figure 8 Investment Strategies LLC | 4,944 | $1.29M | 1.09% | −484−8.9% | Reduced |
| RBF Capital, LLC | 5,000 | $1.31M | 0.05% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 5,154 | $1.35M | 0.00% | −865,571−99.4% | Reduced |
| Hartford Investment Management Co | 5,217 | $1.36M | 0.04% | −212−3.9% | Reduced |
| Omers Administration Corp | 5,226 | $1.37M | 0.01% | +573+12.3% | Added |
| Andra AP-fonden | 5,316 | $1.39M | 0.02% | +1,440+37.2% | Added |
| Norinchukin Bank, The | 5,337 | $1.39M | 0.01% | 00.0% | Unchanged |
| Woodline Partners LP | 5,384 | $1.41M | 0.00% | −82,216−93.9% | Reduced |
| Abn Amro Investment Solutions | 5,415 | $1.42M | 0.01% | +1,181+27.9% | Added |
| Generali Asset Management SPA SGR | 5,472 | $1.43M | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,527 | $1.44M | 0.00% | +682+14.1% | Added |
| Storgate, LLC | 5,585 | $1.46M | 0.30% | +3,344+149.2% | Added |
| Schroder Investment Management Group | 5,549 | $1.46M | 0.00% | −23,365−80.8% | Reduced |
| HighTower Advisors, LLC | 5,646 | $1.48M | 0.00% | −955−14.5% | Reduced |
| Commonwealth Equity Services, LLC | 5,800 | $1.52M | 0.00% | +1,118+23.9% | Added |
| Investment Management Corp of Ontario | 6,030 | $1.58M | 0.02% | −840−12.2% | Reduced |
| Kentucky Retirement Systems | 6,042 | $1.58M | 0.04% | +6,042 | New |
| Quantitative Investment Management, LLC | 6,108 | $1.60M | 0.17% | −1,323−17.8% | Reduced |
| Blair William & Co | 6,230 | $1.63M | 0.00% | +32+0.5% | Added |
| EP Wealth Advisors, LLC | 6,284 | $1.64M | 0.01% | +178+2.9% | Added |
| Polianta Ltd | 6,500 | $1.70M | 0.21% | +6,500 | New |
| AMG National Trust Bank | 6,516 | $1.70M | 0.04% | −3,604−35.6% | Reduced |
| Mercer Global Advisors Inc | 6,530 | $1.71M | 0.00% | −3,311−33.6% | Reduced |
| Stance Capital LLC | 6,534 | $1.71M | 0.52% | +6,534 | New |
| Live Oak Private Wealth LLC | 6,617 | $1.73M | 0.22% | −1,016−13.3% | Reduced |
| Saudi Central Bank | 6,618 | $1.73M | 0.02% | +3,084+87.3% | Added |
| Illinois Municipal Retirement Fund | 6,823 | $1.78M | 0.02% | +1,534+29.0% | Added |
| Accretive Wealth Partners, LLC | 6,902 | $1.80M | 0.44% | +163+2.4% | Added |
| O'Shaughnessy Asset Management, LLC | 6,928 | $1.81M | 0.01% | −3,501−33.6% | Reduced |
| Pacer Advisors, Inc. | 7,071 | $1.85M | 0.00% | −1,135−13.8% | Reduced |
| Montag A & Associates Inc | 7,064 | $1.85M | 0.08% | −542−7.1% | Reduced |
| Balyasny Asset Management LLC | 7,256 | $1.90M | 0.00% | −330,830−97.9% | Reduced |
| Gulf International Bank (UK) Ltd | 7,269 | $1.90M | 0.04% | −104−1.4% | Reduced |
| Mizuho Securities USA LLC | 7,394 | $1.93M | 0.03% | +1,646+28.6% | Added |
| South Shore Capital Advisors | 7,773 | $2.03M | 1.36% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 7,845 | $2.05M | 0.00% | +539+7.4% | Added |
| Teachers Retirement System of the State of Kentucky | 7,878 | $2.06M | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 7,928 | $2.07M | 0.05% | −191−2.4% | Reduced |
| FORA Capital, LLC | 7,990 | $2.09M | 0.14% | −1,204−13.1% | Reduced |
| Nomura Holdings Inc | 8,084 | $2.11M | 0.01% | +3,830+90.0% | Added |
| Zurich Insurance Group Ltd | 8,100 | $2.12M | 0.01% | +8,100 | New |
| Bridgewater Associates, LP | 8,236 | $2.15M | 0.01% | −14,058−63.1% | Reduced |
| M&T Bank Corp | 8,363 | $2.19M | 0.01% | −49−0.6% | Reduced |
| Interval Partners, LP | 8,421 | $2.20M | 0.07% | −9,640−53.4% | Reduced |
| Arq Wealth Advisors, LLC | 7,704 | $2.21M | 0.27% | −5,848−43.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 8,517 | $2.23M | 0.01% | −947−10.0% | Reduced |
| Prudential Financial Inc | 8,619 | $2.25M | 0.00% | +214+2.5% | Added |
| IFC Advisors LLC | 8,678 | $2.27M | 0.29% | −3,525−28.9% | Reduced |
| Tocqueville Asset Management L.P. | 8,700 | $2.27M | 0.03% | −124−1.4% | Reduced |
| Nisa Investment Advisors, LLC | 8,707 | $2.28M | 0.01% | −704−7.5% | Reduced |
| Brinker Capital Investments, LLC | 8,770 | $2.29M | 0.02% | −458−5.0% | Reduced |
| Stratos Wealth Partners, LTD. | 9,005 | $2.35M | 0.02% | +1,392+18.3% | Added |
| Avanza Fonder AB | 9,128 | $2.39M | 0.05% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 9,255 | $2.42M | 0.02% | −84−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 9,343 | $2.44M | 0.01% | −180−1.9% | Reduced |
| JustInvest LLC | 9,690 | $2.53M | 0.02% | −1,285−11.7% | Reduced |
| Mutual of America Capital Management LLC | 9,733 | $2.54M | 0.02% | −380−3.8% | Reduced |
| Summit Trail Advisors, LLC | 9,795 | $2.56M | 0.03% | +265+2.8% | Added |
| Macquarie Group Ltd | 9,888 | $2.58M | 0.01% | −4,443−31.0% | Reduced |
| Baird Financial Group, Inc. | 9,910 | $2.59M | 0.00% | +1,106+12.6% | Added |
| Easterly Investment Partners LLC | 10,000 | $2.61M | 0.13% | +10,000 | New |
| Clarkston Capital Partners, LLC | 10,155 | $2.65M | 0.22% | −22,025−68.4% | Reduced |
| Canoe Financial LP | 10,225 | $2.67M | 0.03% | −3,891−27.6% | Reduced |
| Bank of Nova Scotia | 10,268 | $2.68M | 0.00% | −4,514−30.5% | Reduced |
| Yousif Capital Management, LLC | 10,469 | $2.74M | 0.03% | −3,018−22.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 10,765 | $2.81M | 0.98% | −30−0.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 10,909 | $2.85M | 0.03% | −2,079−16.0% | Reduced |
| Hohimer Wealth Management, LLC | 11,249 | $2.94M | 0.30% | +351+3.2% | Added |
| Pathstone Holdings, LLC | 11,366 | $2.98M | 0.01% | +1,176+11.5% | Added |
| Nordea Investment Management AB | 11,631 | $3.02M | 0.00% | +1,491+14.7% | Added |
| Oregon Public Employees Retirement Fund | 11,614 | $3.04M | 0.03% | +738+6.8% | Added |
| US Bancorp | 11,922 | $3.12M | 0.00% | +236+2.0% | Added |
| Man Group plc | 12,016 | $3.14M | 0.01% | −28,926−70.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 12,250 | $3.20M | 0.00% | +1,044+9.3% | Added |
| Northwestern Mutual Wealth Management Co | 12,330 | $3.22M | 0.00% | +7,049+133.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,755 | $3.33M | 0.02% | −47−0.4% | Reduced |
| Ensign Peak Advisors, Inc | 12,800 | $3.35M | 0.01% | −2,507−16.4% | Reduced |
| Polen Capital Management LLC | 12,833 | $3.35M | 0.03% | −6,543−33.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,081 | $3.42M | 0.07% | −7,832−37.5% | Reduced |
| Ethic Inc. | 13,202 | $3.45M | 0.04% | +394+3.1% | Added |
| London Co of Virginia | 13,211 | $3.45M | 0.02% | +2,346+21.6% | Added |
| Empowered Funds, LLC | 13,253 | $3.46M | 0.02% | +4,557+52.4% | Added |
| Financial Engines Advisors L.L.C. | 13,801 | $3.61M | 0.01% | −231−1.6% | Reduced |
| British Columbia Investment Management Corp | 14,116 | $3.69M | 0.02% | +915+6.9% | Added |
| Cerity Partners LLC | 14,135 | $3.69M | 0.00% | −5,325−27.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,183 | $3.71M | 0.03% | −399−2.7% | Reduced |
| Swedbank AB | 14,281 | $3.73M | 0.00% | +647+4.7% | Added |
| Utah Retirement Systems | 14,325 | $3.74M | 0.04% | −1,230−7.9% | Reduced |
| The PNC Financial Services Group, Inc. | 14,389 | $3.76M | 0.00% | −1,949−11.9% | Reduced |
| Elo Mutual Pension Insurance Co | 14,536 | $3.80M | 0.05% | −4,958−25.4% | Reduced |
| NEOS Investment Management LLC | 14,890 | $3.89M | 0.01% | +162+1.1% | Added |
| Impax Asset Management Group plc | 15,544 | $4.06M | 0.03% | −359−2.3% | Reduced |
| Millennium Management LLC | 15,673 | $4.10M | 0.00% | +7,423+90.0% | Added |
| Marathon Capital Management | 16,415 | $4.29M | 0.87% | −127−0.8% | Reduced |