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 819 institutions that hold shares in the stock, with a total of 89 Million shares, which have been reported (via 13F filing form) to have a value of $27.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,576
shares
|
$483,264
0.03% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,565
shares
|
$479,891
0.0% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
1,555
shares
|
$476,825
0.15% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
1,537
shares
|
$471,305
0.01% of portfolio
|
Q1 2025
Reduced 23.84%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,535
shares
|
$470,692
0.19% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,530
shares
|
$469,159
0.0% of portfolio
|
Q4 2024
Added 639.22%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
1,510
shares
|
$463,026
0.37% of portfolio
|
Q4 2021
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
1,509
shares
|
$462,719
0.06% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
1,486
shares
|
$455,667
0.04% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
1,476
shares
|
$452,600
0.11% of portfolio
|
Q4 2024
Reduced 13.38%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
May 05, 2025 Q1 2025 |
1,436
shares
|
$440,335
0.13% of portfolio
|
Q2 2024
Reduced 6.87%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,433
shares
|
$439,415
0.01% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,425
shares
|
$436,962
0.01% of portfolio
|
Q1 2025
Added 29.08%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
1,408
shares
|
$431,749
0.02% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
1,396
shares
|
$428,069
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
1,394
shares
|
$427,456
0.02% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
1,393
shares
|
$427,149
0.45% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
1,388
shares
|
$425,616
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,385
shares
|
$424,696
0.02% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
1,382
shares
|
$423,776
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
1,367
shares
|
$419,176
0.03% of portfolio
|
Q3 2022
Added 14.2%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
1,358
shares
|
$416,417
0.03% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
1,356
shares
|
$415,803
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
1,353
shares
|
$414,883
0.0% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,353
shares
|
$414,883
0.0% of portfolio
|
Q1 2025
Reduced 22.51%
|