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 818 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 |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
1,180
shares
|
$361,835
0.07% of portfolio
|
Q1 2025
Added 40.98%
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
1,166
shares
|
$357,542
0.03% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,160
shares
|
$355,702
0.03% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
1,155
shares
|
$354,169
0.01% of portfolio
|
Q1 2025
Reduced 15.82%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
1,152
shares
|
$353,249
0.1% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
1,147
shares
|
$351,716
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
|
$349,876
0.0% of portfolio
|
Q3 2023
Reduced 77.14%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,140
shares
|
$349,569
0.0% of portfolio
|
Q1 2025
Reduced 15.37%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,118
shares
|
$342,823
0.09% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
1,104
shares
|
$338,530
0.01% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,101
shares
|
$337,610
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,100
shares
|
$337,304
0.03% of portfolio
|
Q4 2020
Added 138.46%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
1,100
shares
|
$337,304
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,089
shares
|
$333,930
0.0% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
1,087
shares
|
$333,317
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
1,078
shares
|
$330,557
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,076
shares
|
$329,944
0.06% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
1,069
shares
|
$327,798
0.02% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,066
shares
|
$326,878
0.04% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
1,055
shares
|
$323,505
0.14% of portfolio
|
Q2 2020
New holding
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
May 12, 2025 Q1 2025 |
1,029
shares
|
$315,532
0.08% of portfolio
|
Q1 2024
Added 14.84%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
1,029
shares
|
$315,532
0.02% of portfolio
|
Q1 2025
Added 49.78%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
1,013
shares
|
$310,626
0.0% of portfolio
|
Q1 2025
Added 51.42%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
1,011
shares
|
$310,013
0.03% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
1,005
shares
|
$308,173
0.0% of portfolio
|
Q1 2025
Reduced 20.87%
|