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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
690
shares
|
$211,581
0.0% of portfolio
|
Q1 2025
Reduced 9.33%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
690
shares
|
$211,581
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
687
shares
|
$210,661
0.17% of portfolio
|
Q1 2025
Added 940.91%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
687
shares
|
$210,661
0.02% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
681
shares
|
$208,821
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
680
shares
|
$208,515
0.04% of portfolio
|
Q1 2025
Reduced 76.39%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
660
shares
|
$202,382
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
655
shares
|
$200,849
0.02% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
653
shares
|
$200,235
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
650
shares
|
$199,316
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
639
shares
|
$195,942
0.01% of portfolio
|
Q1 2025
Reduced 39.89%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
636
shares
|
$195,023
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
635
shares
|
$194,716
0.01% of portfolio
|
Q1 2025
Reduced 12.17%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
610
shares
|
$187,050
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Advisors LLC
|
May 15, 2025 Q1 2025 |
605
shares
|
$185,517
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
600
shares
|
$183,984
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
597
shares
|
$183,064
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
583
shares
|
$178,771
0.0% of portfolio
|
Q1 2025
Added 106.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
578
shares
|
$177,237
0.01% of portfolio
|
Q1 2025
Added 25.11%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
576
shares
|
$176,624
0.0% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
571
shares
|
$175,091
0.0% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
539
shares
|
$165,278
0.04% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
519
shares
|
$159,146
0.05% of portfolio
|
Q3 2022
Reduced 83.23%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
508
shares
|
$155,773
0.0% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
501
shares
|
$153,626
0.01% of portfolio
|
Q1 2025
Added 0.8%
|