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 |
|---|---|---|---|---|---|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
1,004
shares
|
$332,042
0.01% of portfolio
|
Q2 2025
Reduced 83.92%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,004
shares
|
$332,042
0.01% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
993
shares
|
$328,404
0.05% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
990
shares
|
$327,412
0.0% of portfolio
|
Q2 2025
Reduced 26.83%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
989
shares
|
$327,082
0.02% of portfolio
|
Q2 2025
Added 71.11%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
980
shares
|
$324,105
0.15% of portfolio
|
Q2 2024
Added 3.16%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
970
shares
|
$320,798
0.22% of portfolio
|
Q2 2024
Added 14.12%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
962
shares
|
$318,152
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
950
shares
|
$314,184
0.01% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
950
shares
|
$314,184
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
933
shares
|
$308,561
0.02% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
924
shares
|
$305,585
0.05% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
908
shares
|
$300,293
0.0% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
908
shares
|
$300,293
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
893
shares
|
$295,332
0.15% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
885
shares
|
$292,687
0.01% of portfolio
|
Q2 2025
Reduced 12.72%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
875
shares
|
$289,380
0.02% of portfolio
|
Q2 2025
Reduced 13.45%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
868
shares
|
$287,064
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
844
shares
|
$279,127
0.0% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
840
shares
|
$277,804
0.03% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
833
shares
|
$275,489
0.01% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
828
shares
|
$273,836
0.03% of portfolio
|
Q2 2025
Reduced 72.12%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
822
shares
|
$271,851
0.01% of portfolio
|
Q2 2025
Reduced 35.43%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
819
shares
|
$270,859
0.12% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Citadel Investment Advisory, Inc.
|
Aug 05, 2025 Q2 2025 |
817
shares
|
$270,198
0.12% of portfolio
|
Q2 2025
Reduced 1.09%
|