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 760 institutions that hold shares in the stock, with a total of 88.6 Million shares, which have been reported (via 13F filing form) to have a value of $28.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,121
shares
|
$359,168
0.0% of portfolio
|
Q3 2024
Reduced 45.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
1,117
shares
|
$357,886
0.01% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,112
shares
|
$356,284
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
1,104
shares
|
$353,721
0.01% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,100
shares
|
$352,440
0.03% of portfolio
|
Q4 2020
Added 138.46%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,082
shares
|
$346,672
0.02% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,079
shares
|
$345,711
0.03% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
1,063
shares
|
$340,585
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
1,055
shares
|
$338,022
0.14% of portfolio
|
Q2 2020
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
1,045
shares
|
$334,818
0.06% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
1,044
shares
|
$334,497
0.0% of portfolio
|
Q4 2024
Added 14.22%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,042
shares
|
$333,856
0.01% of portfolio
|
Q4 2024
Reduced 37.42%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
1,040
shares
|
$333,216
0.03% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Feb 13, 2025 Q4 2024 |
1,029
shares
|
$329,691
0.06% of portfolio
|
Q1 2024
Added 14.84%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
1,022
shares
|
$327,448
0.0% of portfolio
|
Q4 2024
Reduced 12.43%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
1,014
shares
|
$324,885
0.04% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
981
shares
|
$314,312
0.01% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
980
shares
|
$313,992
0.15% of portfolio
|
Q2 2024
Added 3.16%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
976
shares
|
$312,710
0.02% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
970
shares
|
$310,788
0.25% of portfolio
|
Q2 2024
Added 14.12%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
965
shares
|
$309,186
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
955
shares
|
$305,982
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
948
shares
|
$303,739
0.01% of portfolio
|
Q4 2024
Reduced 79.37%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
942
shares
|
$301,816
0.02% of portfolio
|
Q4 2024
Added 16.44%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
922
shares
|
$295,408
0.01% of portfolio
|
Q3 2024
Reduced 0.22%
|