Willis Towers Watson PLC
WTW- 交易所
- Nasdaq
- 產業
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001140536
近 90 天,Willis Towers Watson PLC 內部人申報 0 筆公開市場買進、1 筆賣出;2026 年第 2 季末有 696 家機構在 13F 申報持有,市值合計 $246.6 億;Oakmark(Harris Associates)和艾布拉姆斯資本兩位大師持有。
2025 年第 3 季 13F 持有人
Willis Towers Watson PLC 在 2025/9/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 730
- 較 2025 年第 2 季 +16 家
- 持有股數
- 9,167 萬
- 較 2025 年第 2 季 −106.5 萬 (−1.1%)
- 總市值
- $316.4 億
- 較 2025 年第 2 季 +$35.8 億 (+12.8%)
- 新進機構
- 90
- 另有 245 家加碼
- 清倉機構
- 74
- 另有 254 家減碼
另有 10 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 WTW 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 696 | $246.6 億 |
| 2026 年第 1 季 | 724 | $271.9 億 |
| 2025 年第 4 季 | 751 | $309.5 億 |
| 2025 年第 3 季 | 730 | $316.4 億 |
| 2025 年第 2 季 | 724 | $285.3 億 |
| 2025 年第 1 季 | 760 | $315.6 億 |
| 2024 年第 4 季 | 709 | $295.6 億 |
| 2024 年第 3 季 | 672 | $275.3 億 |
| 2024 年第 2 季 | 654 | $246.6 億 |
| 2024 年第 1 季 | 664 | $260.6 億 |
| 2023 年第 4 季 | 632 | $229.8 億 |
| 2023 年第 3 季 | 562 | $201.3 億 |
| 2023 年第 2 季 | 584 | $228.5 億 |
| 2023 年第 1 季 | 612 | $229.0 億 |
| 2022 年第 4 季 | 600 | $246.9 億 |
| 2022 年第 3 季 | 568 | $206.8 億 |
| 2022 年第 2 季 | 579 | $203.9 億 |
| 2022 年第 1 季 | 553 | $247.9 億 |
| 2021 年第 4 季 | 583 | $271.1 億 |
| 2021 年第 3 季 | 568 | $270.1 億 |
| 2021 年第 2 季 | 556 | $272.9 億 |
| 2021 年第 1 季 | 548 | $274.8 億 |
2025 年第 3 季持有機構
每家機構持有 Willis Towers Watson PLC 的股數、市值與佔組合比重;股數變化跟 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Point72 Asia (Singapore) Pte. Ltd. | 1,504 | $52.0 萬 | 0.08% | +1,130+302.1% | 加碼 |
| Cladis Investment Advisory, LLC | 1,510 | $52.2 萬 | 0.30% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 1,522 | $52.6 萬 | 0.03% | +87+6.1% | 加碼 |
| Capstone Investment Advisors, LLC | 1,530 | $52.9 萬 | 0.00% | +1,530 | 新進 |
| DHJJ Financial Advisors, Ltd. | 1,535 | $53.0 萬 | 0.18% | 00.0% | 不變 |
| Fonville Wealth Management LLC | 1,554 | $53.7 萬 | 0.12% | −1−0.1% | 減碼 |
| S-Bank Fund Management Ltd | 1,609 | $55.6 萬 | 0.07% | −21−1.3% | 減碼 |
| Snowden Capital Advisors LLC | 1,605 | $55.6 萬 | 0.02% | −52−3.1% | 減碼 |
| Arq Wealth Advisors, LLC | 1,617 | $56.0 萬 | 0.17% | +1,617 | 新進 |
| Glenmede Investment Management, LP | 1,628 | $56.2 萬 | 0.00% | +180+12.4% | 加碼 |
| Park Avenue Securities LLC | 1,631 | $56.4 萬 | 0.00% | +52+3.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 1,639 | $56.6 萬 | 0.00% | +12+0.7% | 加碼 |
| Wolverine Trading, LLC | 1,663 | $56.9 萬 | 0.01% | +1,663 | 新進 |
| Syon Capital LLC | 1,656 | $57.2 萬 | 0.03% | +190+13.0% | 加碼 |
| Atlantic Union Bankshares Corp | 1,672 | $57.8 萬 | 0.01% | +1,672 | 新進 |
| Neville Rodie & Shaw Inc | 1,698 | $58.7 萬 | 0.04% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 1,699 | $58.7 萬 | 0.00% | +337+24.7% | 加碼 |
| Integrated Wealth Concepts LLC | 1,721 | $59.4 萬 | 0.01% | −347−16.8% | 減碼 |
| Saxon Interests, Inc. | 1,831 | $59.8 萬 | 0.23% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 1,737 | $60.0 萬 | 0.00% | +4+0.2% | 加碼 |
| GTS Securities LLC | 1,742 | $60.2 萬 | 0.02% | +1,742 | 新進 |
| Transcend Wealth Collective, LLC | 1,743 | $60.2 萬 | 0.04% | +528+43.5% | 加碼 |
| Bell Investment Advisors, Inc | 1,759 | $60.8 萬 | 0.10% | +1,701+2,932.8% | 加碼 |
| Everence Capital Management Inc | 1,780 | $61.5 萬 | 0.04% | 00.0% | 不變 |
| 3Chopt Investment Partners, LLC | 1,790 | $62.0 萬 | 0.14% | −315−15.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,822 | $62.9 萬 | 0.02% | −1,901−51.1% | 減碼 |
| Chicago Partners Investment Group LLC | 2,001 | $64.1 萬 | 0.02% | −6−0.3% | 減碼 |
| Fortress Private Ledger, LLC | 1,859 | $64.2 萬 | 0.23% | +324+21.1% | 加碼 |
| Stephens Inc | 1,859 | $64.2 萬 | 0.01% | +223+13.6% | 加碼 |
| MUFG Securities EMEA plc | 1,867 | $64.5 萬 | 0.02% | +1,573+535.0% | 加碼 |
| First Horizon Corp | 1,885 | $65.1 萬 | 0.03% | +1,885 | 新進 |
| Ronald Blue Trust, Inc. | 1,890 | $65.3 萬 | 0.01% | +85+4.7% | 加碼 |
| Keybank National Association | 1,895 | $65.5 萬 | 0.00% | +987+108.7% | 加碼 |
| Catalytic Wealth RIA, LLC | 1,898 | $65.6 萬 | 0.02% | +1,898 | 新進 |
| Coldstream Capital Management Inc | 1,961 | $67.8 萬 | 0.01% | +346+21.4% | 加碼 |
| Vestcor Inc | 1,963 | $67.8 萬 | 0.02% | 00.0% | 不變 |
| Merit Financial Group, LLC | 1,981 | $68.4 萬 | 0.01% | −19−1.0% | 減碼 |
| Lester Murray Antman dba SimplyRich | 2,015 | $69.6 萬 | 0.19% | 00.0% | 不變 |
| Harbour Capital Advisors, LLC | 1,998 | $69.9 萬 | 0.14% | −60−2.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,025 | $69.9 萬 | 0.00% | +22+1.1% | 加碼 |
| SCS Capital Management LLC | 2,022 | $70.0 萬 | 0.01% | +928+84.8% | 加碼 |
| Brueske Advisory Services, LLC | 2,031 | $70.2 萬 | 0.38% | +9+0.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 2,056 | $71.0 萬 | 0.02% | +28+1.4% | 加碼 |
| Legal Advantage Investments, Inc. | 2,115 | $73.1 萬 | 0.33% | 00.0% | 不變 |
| DRW Securities, LLC | 2,119 | $73.3 萬 | 0.04% | +1,365+181.0% | 加碼 |
| TD Waterhouse Canada Inc. | 2,151 | $74.0 萬 | 0.00% | +893+71.0% | 加碼 |
| Thoroughbred Financial Services, LLC | 2,146 | $74.1 萬 | 0.05% | +10.0% | 加碼 |
| Vise Technologies, Inc. | 2,173 | $75.1 萬 | 0.03% | +65+3.1% | 加碼 |
| Jump Financial, LLC | 2,188 | $75.6 萬 | 0.01% | +2,188 | 新進 |
| First Manhattan Co | 2,201 | $76.2 萬 | 0.00% | −40−1.8% | 減碼 |
| Ironwood Investment Counsel, LLC | 2,224 | $76.8 萬 | 0.11% | −11,687−84.0% | 減碼 |
| Brighton Jones LLC | 2,239 | $77.3 萬 | 0.02% | +88+4.1% | 加碼 |
| Savant Capital, LLC | 2,239 | $77.4 萬 | 0.00% | +27+1.2% | 加碼 |
| QRG Capital Management, Inc. | 2,243 | $77.5 萬 | 0.01% | −4,198−65.2% | 減碼 |
| Lido Advisors, LLC | 2,272 | $78.7 萬 | 0.00% | +734+47.7% | 加碼 |
| Gateway Investment Advisers LLC | 2,284 | $78.9 萬 | 0.01% | +38+1.7% | 加碼 |
| Syntax Research, Inc. | 2,299 | $79.4 萬 | 0.51% | −4,689−67.1% | 減碼 |
| Gabelli Funds LLC | 2,300 | $79.5 萬 | 0.01% | 00.0% | 不變 |
| S.E.E.D. Planning Group LLC | 2,334 | $80.6 萬 | 0.23% | −33−1.4% | 減碼 |
| RSM US Wealth Management LLC | 2,342 | $81.1 萬 | 0.01% | −19−0.8% | 減碼 |
| Evelyn Partners Investment Management LLP | 2,412 | $83.3 萬 | 0.02% | 00.0% | 不變 |
| Rathbone Brothers plc | 2,519 | $87.0 萬 | 0.00% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 2,524 | $87.2 萬 | 0.00% | −25−1.0% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,574 | $88.9 萬 | 0.06% | −164−6.0% | 減碼 |
| Hamilton Capital Partners Inc. | 2,583 | $89.2 萬 | 0.04% | −1,732−40.1% | 減碼 |
| Intrust Bank NA | 2,588 | $89.4 萬 | 0.07% | −41−1.6% | 減碼 |
| Voleon Capital Management LP | 2,600 | $89.8 萬 | 0.02% | −2,644−50.4% | 減碼 |
| Squarepoint Ops LLC | 2,602 | $89.9 萬 | 0.00% | −47,926−94.9% | 減碼 |
| MUFG Securities Americas Inc. | 2,631 | $90.9 萬 | 0.06% | +434+19.8% | 加碼 |
| Harvest Fund Management Co., Ltd | 2,915 | $92.8 萬 | 0.04% | 00.0% | 不變 |
| Walleye Trading LLC | 2,732 | $94.4 萬 | 0.02% | +2,732 | 新進 |
| Coastal Investment Advisors, Inc. | 2,740 | $94.7 萬 | 0.32% | +2,740 | 新進 |
| LMCG Investments, LLC | 2,755 | $95.2 萬 | 0.06% | −116−4.0% | 減碼 |
| Two Sigma Investments, LP | 2,800 | $96.7 萬 | 0.00% | +500+21.7% | 加碼 |
| Formidable Asset Management, LLC | 3,164 | $97.0 萬 | 0.15% | −288−8.3% | 減碼 |
| Kestra Advisory Services, LLC | 2,825 | $97.6 萬 | 0.00% | −21−0.7% | 減碼 |
| Two Sigma Securities, LLC | 2,838 | $98.0 萬 | 0.14% | +2,010+242.8% | 加碼 |
| ZEGA Investments, LLC | 2,850 | $98.5 萬 | 0.23% | +2,850 | 新進 |
| South Dakota Investment Council | 2,855 | $98.6 萬 | 0.02% | −500−14.9% | 減碼 |
| Clearstead Advisors, LLC | 2,879 | $99.5 萬 | 0.01% | +85+3.0% | 加碼 |
| TD Private Client Wealth LLC | 2,898 | $100.1 萬 | 0.02% | +155+5.7% | 加碼 |
| 44 Wealth Management LLC | 2,900 | $100.2 萬 | 0.34% | +21+0.7% | 加碼 |
| GWM Advisors LLC | 2,913 | $100.6 萬 | 0.00% | +374+14.7% | 加碼 |
| Capitolis Liquid Global Markets LLC | 2,950 | $101.9 萬 | 0.01% | −55,700−95.0% | 減碼 |
| Horizon Investments, LLC | 2,978 | $102.9 萬 | 0.01% | +76+2.6% | 加碼 |
| HB Wealth Management, LLC | 3,052 | $105.4 萬 | 0.01% | +105+3.6% | 加碼 |
| ISAM Funds (UK) Ltd | 3,175 | $109.7 萬 | 0.23% | +3,175 | 新進 |
| Lighthouse Investment Partners, LLC | 3,230 | $111.6 萬 | 0.04% | +3,230 | 新進 |
| Tokio Marine Asset Management Co Ltd | 3,233 | $111.7 萬 | 0.04% | 00.0% | 不變 |
| Atria Investments LLC | 3,247 | $112.2 萬 | 0.01% | −1,620−33.3% | 減碼 |
| GAMMA Investing LLC | 3,262 | $112.7 萬 | 0.06% | +452+16.1% | 加碼 |
| AlTi Global, Inc. | 3,266 | $113.1 萬 | 0.03% | +6+0.2% | 加碼 |
| Legacy Financial Advisors, Inc. | 3,277 | $113.2 萬 | 0.16% | +329+11.2% | 加碼 |
| Janney Montgomery Scott LLC | 3,296 | $113.9 萬 | 0.00% | −567−14.7% | 減碼 |
| Benjamin Edwards Inc | 3,353 | $115.8 萬 | 0.01% | +1,424+73.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 3,424 | $118.3 萬 | 0.02% | +2,286+200.9% | 加碼 |
| Callan Family Office, LLC | 3,460 | $119.5 萬 | 0.04% | −1,284−27.1% | 減碼 |
| Confluence Investment Management LLC | 3,492 | $120.6 萬 | 0.02% | +104+3.1% | 加碼 |
| Assenagon Asset Management S.A. | 3,515 | $121.4 萬 | 0.00% | −17−0.5% | 減碼 |
| Panagora Asset Management Inc | 3,557 | $122.9 萬 | 0.00% | −5,051−58.7% | 減碼 |