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 |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,262
shares
|
$422,542
0.01% of portfolio
|
Q1 2025
Added 50.24%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
1,259
shares
|
$421,538
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,258
shares
|
$421,203
0.0% of portfolio
|
Q2 2025
Added 1109.62%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,246
shares
|
$417,185
0.01% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
1,215
shares
|
$406,806
0.03% of portfolio
|
Q2 2025
Added 91.04%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
1,210
shares
|
$405,132
0.01% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
1,204
shares
|
$403,123
0.04% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
1,200
shares
|
$401,784
0.01% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
1,197
shares
|
$400,779
0.02% of portfolio
|
Q2 2022
Reduced 20.09%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
1,196
shares
|
$400,444
0.01% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,172
shares
|
$392,409
0.0% of portfolio
|
Q2 2025
Added 24.68%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
1,166
shares
|
$390,400
0.03% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,160
shares
|
$388,391
0.03% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
1,157
shares
|
$387,386
0.01% of portfolio
|
Q2 2025
Reduced 13.27%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
1,155
shares
|
$386,717
0.0% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
1,147
shares
|
$384,038
0.18% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,141
shares
|
$382,029
0.0% of portfolio
|
Q3 2023
Reduced 77.14%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
1,139
shares
|
$381,359
0.0% of portfolio
|
Q2 2025
Added 56.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
1,138
shares
|
$381,025
0.01% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,118
shares
|
$374,328
0.09% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
1,118
shares
|
$374,328
0.21% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
1,113
shares
|
$372,654
0.08% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,106
shares
|
$370,310
0.07% of portfolio
|
Q2 2025
Reduced 58.41%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
1,101
shares
|
$368,636
0.09% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Raub Brock Capital Management LP
|
Jul 23, 2025 Q2 2025 |
1,100
shares
|
$368,302
0.07% of portfolio
|
Q2 2025
Reduced 18.52%
|