Institutional Ownership Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW). We have compiled data on the 813 institutions that hold shares in the stock, with a total of 92.4 Million shares, which have been reported (via 13F filing form) to have a value of $30.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,229
shares
|
$1.42 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
4,212
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 48.17%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Jun 12, 2025 Q1 2025 |
4,188
shares
|
$1.4 Million
1.46% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,135
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
4,111
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
4,060
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 55.17%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,031
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,010
shares
|
$1.34 Million
0.15% of portfolio
|
Q1 2025
Reduced 24.34%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
3,963
shares
|
$1.33 Million
0.17% of portfolio
|
Q1 2025
Reduced 24.87%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
3,884
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2021
Added 1.38%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
3,869
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 49.9%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
3,863
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 52.03%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
3,830
shares
|
$1.28 Million
0.17% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
3,801
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 81.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
3,780
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,711
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
3,690
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.21%
|
|
|
London CO Of Virginia
Richmond, VA |
Aug 14, 2025 Q2 2025 |
3,685
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Added 68.19%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
3,627
shares
|
$1.21 Million
1.7% of portfolio
|
Q1 2022
Reduced 14.8%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
3,601
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
3,577
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2025
Added 268.0%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
3,532
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
3,452
shares
|
$1.16 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,391
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.31%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
3,388
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Added 1.96%
|