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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
71
shares
|
$23,772
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
69
shares
|
$23,102
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
68
shares
|
$22,767
0.01% of portfolio
|
Q2 2024
Added 126.67%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
67
shares
|
$22,432
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
67
shares
|
$22,432
0.0% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
66
shares
|
$22,098
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
66
shares
|
$22,098
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
66
shares
|
$22,098
0.0% of portfolio
|
Q2 2025
Added 1550.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
64
shares
|
$21,428
0.0% of portfolio
|
Q2 2025
Added 42.22%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
61
shares
|
$20,424
0.01% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
59
shares
|
$19,754
0.0% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
58
shares
|
$19,419
0.01% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
58
shares
|
$19,419
0.0% of portfolio
|
Q2 2024
Added 18.37%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
56
shares
|
$18,749
0.01% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
53
shares
|
$17,745
0.0% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
51
shares
|
$17,075
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
50
shares
|
$16,741
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
50
shares
|
$16,741
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
50
shares
|
$16,741
0.0% of portfolio
|
Q1 2025
Reduced 20.63%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
50
shares
|
$16,741
0.0% of portfolio
|
Q2 2025
Added 21.95%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
47
shares
|
$15,736
0.01% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
47
shares
|
$15,736
0.0% of portfolio
|
Q2 2025
Reduced 56.07%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
46
shares
|
$15,401
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
45
shares
|
$15,066
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
45
shares
|
$15,066
0.0% of portfolio
|
Q4 2024
New holding
|