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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 4,263 | $1.11M | 0.03% | −1,623−27.6% | Reduced |
| Advisors Capital Management, LLC | 4,072 | $1.06M | 0.01% | −41−1.0% | Reduced |
| Sustainable Insight Capital Management, LLC | 3,991 | $1.04M | 0.45% | −4,491−52.9% | Reduced |
| Ostrum Asset Management | 3,971 | $1.04M | 0.05% | −6,105−60.6% | Reduced |
| Allianz Asset Management GmbH | 3,967 | $1.04M | 0.00% | −656−14.2% | Reduced |
| Commerce Bank | 3,951 | $1.03M | 0.00% | −8−0.2% | Reduced |
| Empower Advisory Group, LLC | 3,932 | $1.03M | 0.00% | −51−1.3% | Reduced |
| Truist Financial Corp | 3,873 | $1.01M | 0.00% | −430−10.0% | Reduced |
| Ossiam | 3,823 | $999.2K | 0.01% | +333+9.5% | Added |
| Hunter Associates Investment Management LLC | 3,816 | $996.0K | 0.11% | −14−0.4% | Reduced |
| GWM Advisors LLC | 3,805 | $994.4K | 0.00% | −2,494−39.6% | Reduced |
| D. E. Shaw & Co., Inc. | 3,804 | $994.3K | 0.00% | +3,804 | New |
| Atria Investments LLC | 3,737 | $976.7K | 0.01% | −979−20.8% | Reduced |
| Legacy Financial Advisors, Inc. | 3,734 | $976.0K | 0.12% | −191−4.9% | Reduced |
| MUFG Securities EMEA plc | 3,723 | $973.1K | 0.01% | −175−4.5% | Reduced |
| Advisor Group Holdings, Inc. | 3,674 | $962.3K | 0.00% | +244+7.1% | Added |
| Weiss Asset Management LP | 3,559 | $930.2K | 0.01% | +3,559 | New |
| Panagora Asset Management Inc | 3,522 | $920.5K | 0.00% | −5−0.1% | Reduced |
| Portside Wealth Group, LLC | 3,487 | $911.4K | 0.11% | +334+10.6% | Added |
| Fideuram Asset Management (Ireland) dac | 3,468 | $893.4K | 0.02% | +3,468 | New |
| denkapparat Operations GmbH | 3,414 | $892.3K | 0.29% | +1,180+52.8% | Added |
| Callan Family Office, LLC | 3,387 | $885.3K | 0.02% | −786−18.8% | Reduced |
| Assenagon Asset Management S.A. | 3,328 | $869.8K | 0.00% | −346−9.4% | Reduced |
| AlTi Global, Inc. | 3,309 | $868.0K | 0.02% | +10+0.3% | Added |
| Merit Financial Group, LLC | 3,311 | $865.4K | 0.01% | +1,049+46.4% | Added |
| MML Investors Services, LLC | 3,300 | $862.4K | 0.00% | −1,446−30.5% | Reduced |
| Fortress Private Ledger, LLC | 3,280 | $857.3K | 0.23% | +378+13.0% | Added |
| Norden Group LLC | 3,262 | $852.6K | 0.07% | −403−11.0% | Reduced |
| HB Wealth Management, LLC | 3,245 | $848.1K | 0.00% | +2+0.1% | Added |
| RSM US Wealth Management LLC | 3,243 | $847.6K | 0.01% | +381+13.3% | Added |
| Tokio Marine Asset Management Co Ltd | 3,233 | $845.0K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 3,223 | $842.4K | 0.02% | −246−7.1% | Reduced |
| Resources Investment Advisors, LLC. | 3,076 | $804.0K | 0.01% | −852−21.7% | Reduced |
| SmartHarvest Portfolios, LLC | 3,073 | $803.2K | 0.26% | +3,073 | New |
| Crossmark Global Holdings, Inc. | 3,064 | $800.8K | 0.01% | +38+1.3% | Added |
| Benjamin Edwards Inc | 3,060 | $799.7K | 0.01% | +400+15.0% | Added |
| ASR Vermogensbeheer N.V. | 3,058 | $799.3K | 0.01% | −6,384−67.6% | Reduced |
| Ticino Wealth | 3,018 | $788.8K | 0.25% | +1,612+114.7% | Added |
| Sterling Capital Management LLC | 3,012 | $787.2K | 0.01% | −409−12.0% | Reduced |
| Game Creek Capital, LP | 3,000 | $784.1K | 0.34% | −750−20.0% | Reduced |
| Frec Markets, Inc. | 2,997 | $783.3K | 0.07% | +2,997 | New |
| Mesirow Financial Investment Management, Inc. | 2,991 | $781.8K | 0.01% | −94−3.0% | Reduced |
| Calder Financial LLC | 2,991 | $781.8K | 0.74% | 00.0% | Unchanged |
| Tempo Wealth, LLC | 2,982 | $779.4K | 0.12% | −196−6.2% | Reduced |
| North Dakota State Investment Board | 2,846 | $743.9K | 0.03% | +79+2.9% | Added |
| MUFG Securities Americas Inc. | 2,845 | $743.6K | 0.04% | +214+8.1% | Added |
| Atom Investors LP | 2,837 | $741.5K | 0.07% | +2,837 | New |
| Securian Asset Management, Inc | 2,504 | $734.7K | 0.03% | −100−3.8% | Reduced |
| Gabelli Funds LLC | 2,800 | $731.8K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,765 | $722.7K | 0.00% | +1,228+79.9% | Added |
| LMCG Investments, LLC | 2,755 | $720.1K | 0.04% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,721 | $711.2K | 0.07% | +292+12.0% | Added |
| South Dakota Investment Council | 2,695 | $704.0K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,630 | $687.5K | 0.00% | −1,036−28.3% | Reduced |
| CAPROCK Group, Inc. | 2,569 | $673.9K | 0.01% | +807+45.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,507 | $655.3K | 0.04% | −67−2.6% | Reduced |
| Keybank National Association | 2,504 | $654.5K | 0.00% | +31+1.3% | Added |
| Clearstead Advisors, LLC | 2,496 | $652.4K | 0.01% | +113+4.7% | Added |
| Captrust Financial Advisors | 2,469 | $645.4K | 0.00% | −1,156−31.9% | Reduced |
| Aso Group Ltd | 2,469 | $645.0K | 0.27% | 00.0% | Unchanged |
| Syon Capital LLC | 2,442 | $638.3K | 0.03% | +847+53.1% | Added |
| Ci Investments Inc. | 2,430 | $635.1K | 0.00% | −20,560−89.4% | Reduced |
| Evelyn Partners Group Ltd | 2,412 | $630.4K | 0.01% | +2,412 | New |
| Two Sigma Securities, LLC | 2,407 | $629.1K | 0.05% | +2,407 | New |
| Washington Capital Management Inc | 2,405 | $628.6K | 0.41% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 2,399 | $627.2K | 0.01% | +101+4.4% | Added |
| Plato Investment Management Ltd | 2,391 | $621.3K | 0.04% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 2,347 | $613.4K | 0.03% | −2,014−46.2% | Reduced |
| Sanctuary Advisors, LLC | 2,336 | $610.6K | 0.00% | −65−2.7% | Reduced |
| Everence Capital Management Inc | 2,325 | $608.0K | 0.03% | −1,336−36.5% | Reduced |
| S.E.E.D. Planning Group LLC | 2,324 | $607.4K | 0.16% | 00.0% | Unchanged |
| Prudential PLC | 2,321 | $606.6K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,303 | $602.0K | 0.00% | +2,303 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,210 | $577.6K | 0.03% | +1,469+198.2% | Added |
| Intrust Bank NA | 2,190 | $572.4K | 0.04% | −772−26.1% | Reduced |
| Transcend Wealth Collective, LLC | 2,179 | $569.5K | 0.04% | −221−9.2% | Reduced |
| Rathbone Brothers plc | 2,161 | $564.8K | 0.00% | −200−8.5% | Reduced |
| Thoroughbred Financial Services, LLC | 2,150 | $562.0K | 0.03% | +10.0% | Added |
| Atlantic Union Bankshares Corp | 2,133 | $557.5K | 0.01% | +170+8.7% | Added |
| First Manhattan Co | 2,082 | $545.7K | 0.00% | −107−4.9% | Reduced |
| GAMMA Investing LLC | 2,062 | $538.9K | 0.02% | −587−22.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,044 | $534.2K | 0.01% | −696−25.4% | Reduced |
| Evolve Private Wealth, LLC | 2,025 | $532.9K | 0.03% | +2,025 | New |
| First Horizon Corp | 2,011 | $525.6K | 0.02% | −276−12.1% | Reduced |
| Ironwood Investment Counsel, LLC | 1,999 | $522.5K | 0.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,992 | $520.0K | 0.00% | +352+21.5% | Added |
| Inceptionr LLC | 1,982 | $518.0K | 0.13% | +619+45.4% | Added |
| Gateway Investment Advisers LLC | 1,979 | $517.3K | 0.01% | −500−20.2% | Reduced |
| Chicago Partners Investment Group LLC | 1,792 | $516.8K | 0.01% | −295−14.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,973 | $515.0K | 0.12% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,968 | $514.3K | 0.01% | +180+10.1% | Added |
| Vestcor Inc | 1,963 | $513.0K | 0.01% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 1,875 | $490.1K | 0.04% | +175+10.3% | Added |
| Aaron Wealth Advisors | 1,834 | $479.4K | 0.02% | +832+83.0% | Added |
| Saxon Interests, Inc. | 1,831 | $478.6K | 0.13% | −11−0.6% | Reduced |
| QRG Capital Management, Inc. | 1,820 | $475.6K | 0.00% | −307−14.4% | Reduced |
| Mirabella Financial Services LLP | 1,815 | $474.4K | 0.05% | +1,815 | New |
| Kestra Advisory Services, LLC | 1,799 | $472.0K | 0.00% | −32−1.7% | Reduced |
| Harbour Capital Advisors, LLC | 1,618 | $468.7K | 0.09% | −95−5.5% | Reduced |
| Stephens Inc | 1,785 | $466.6K | 0.01% | −36−2.0% | Reduced |