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 799 institutions that hold shares in the stock, with a total of 91.9 Million shares, which have been reported (via 13F filing form) to have a value of $30.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
1,147
shares
|
$379,335
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
|
$377,351
0.0% of portfolio
|
Q3 2023
Reduced 77.14%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
1,139
shares
|
$376,690
0.0% of portfolio
|
Q2 2025
Added 56.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
1,138
shares
|
$376,359
0.01% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
1,118
shares
|
$369,744
0.21% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,118
shares
|
$369,744
0.09% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
1,113
shares
|
$368,091
0.08% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
1,108
shares
|
$366,437
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,106
shares
|
$365,776
0.07% of portfolio
|
Q2 2025
Reduced 58.41%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
1,103
shares
|
$364,784
0.01% of portfolio
|
Q2 2025
Added 37.7%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
1,101
shares
|
$364,122
0.09% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Raub Brock Capital Management LP
|
Jul 23, 2025 Q2 2025 |
1,100
shares
|
$363,792
0.07% of portfolio
|
Q2 2025
Reduced 18.52%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,100
shares
|
$363,792
0.03% of portfolio
|
Q4 2020
Added 138.46%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,094
shares
|
$361,807
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
1,091
shares
|
$360,815
0.0% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,089
shares
|
$360,154
0.0% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,088
shares
|
$359,823
0.0% of portfolio
|
Q2 2025
Added 17.12%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,074
shares
|
$355,193
0.05% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,069
shares
|
$353,539
0.02% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,066
shares
|
$352,547
0.04% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
1,060
shares
|
$350,563
0.05% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
1,055
shares
|
$348,909
0.14% of portfolio
|
Q2 2020
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jul 29, 2025 Q2 2025 |
1,034
shares
|
$341,964
0.2% of portfolio
|
Q2 2025
Reduced 15.11%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Aug 12, 2025 Q2 2025 |
1,029
shares
|
$340,310
0.07% of portfolio
|
Q1 2024
Added 14.84%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
1,029
shares
|
$340,310
0.02% of portfolio
|
Q1 2025
Added 49.78%
|