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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
905
shares
|
$289,962
0.02% of portfolio
|
Q4 2024
Added 26.4%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
902
shares
|
$289,000
0.0% of portfolio
|
Q4 2024
Reduced 24.77%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
897
shares
|
$287,398
0.02% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
891
shares
|
$285,476
0.0% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
888
shares
|
$284,515
0.15% of portfolio
|
Q4 2024
Reduced 17.55%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
886
shares
|
$283,874
0.02% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
868
shares
|
$278,107
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
854
shares
|
$273,621
0.0% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
843
shares
|
$270,097
0.01% of portfolio
|
Q4 2024
Reduced 89.55%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
841
shares
|
$269,456
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
840
shares
|
$269,136
0.04% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
840
shares
|
$269,136
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
840
shares
|
$269,136
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citadel Investment Advisory, Inc.
|
Jan 24, 2025 Q4 2024 |
826
shares
|
$264,650
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
807
shares
|
$258,562
0.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
804
shares
|
$257,601
0.02% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
799
shares
|
$255,999
0.0% of portfolio
|
Q3 2024
Reduced 15.27%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
796
shares
|
$255,038
0.0% of portfolio
|
Q4 2024
Reduced 50.99%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
795
shares
|
$254,717
0.01% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
786
shares
|
$251,834
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
784
shares
|
$251,193
0.0% of portfolio
|
Q4 2024
Reduced 35.95%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 24, 2025 Q4 2024 |
782
shares
|
$250,552
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
765
shares
|
$245,105
0.04% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
761
shares
|
$243,824
0.0% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
760
shares
|
$243,503
0.18% of portfolio
|
Q4 2024
New holding
|