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 |
|---|---|---|---|---|---|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
908
shares
|
$304,016
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
908
shares
|
$304,016
0.0% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
893
shares
|
$298,994
0.15% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
885
shares
|
$296,315
0.01% of portfolio
|
Q2 2025
Reduced 12.72%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
875
shares
|
$292,967
0.02% of portfolio
|
Q2 2025
Reduced 13.45%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
868
shares
|
$290,623
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
844
shares
|
$282,588
0.0% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
840
shares
|
$281,248
0.03% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
833
shares
|
$278,905
0.01% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
828
shares
|
$277,230
0.03% of portfolio
|
Q2 2025
Reduced 72.12%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
822
shares
|
$275,222
0.01% of portfolio
|
Q2 2025
Reduced 35.43%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
819
shares
|
$274,217
0.12% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Citadel Investment Advisory, Inc.
|
Aug 05, 2025 Q2 2025 |
817
shares
|
$273,547
0.12% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
816
shares
|
$273,213
0.03% of portfolio
|
Q2 2025
Reduced 91.13%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
815
shares
|
$272,878
0.0% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
808
shares
|
$270,534
0.01% of portfolio
|
Q2 2025
Reduced 59.64%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
802
shares
|
$268,525
0.01% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
801
shares
|
$268,190
0.01% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
800
shares
|
$267,856
0.01% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
798
shares
|
$267,186
0.02% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
795
shares
|
$266,181
0.0% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
789
shares
|
$264,172
0.0% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jul 10, 2025 Q2 2025 |
782
shares
|
$261,829
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
772
shares
|
$258,481
0.01% of portfolio
|
Q2 2025
Reduced 16.81%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
768
shares
|
$257,141
0.01% of portfolio
|
Q1 2025
New holding
|