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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
53
shares
|
$17,528
0.0% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
51
shares
|
$16,866
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
50
shares
|
$16,536
0.0% of portfolio
|
Q1 2025
Reduced 20.63%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
50
shares
|
$16,536
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
50
shares
|
$16,536
0.0% of portfolio
|
Q2 2025
Added 21.95%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
50
shares
|
$16,536
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
47
shares
|
$15,543
0.0% of portfolio
|
Q2 2025
Reduced 56.07%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
47
shares
|
$15,543
0.01% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
46
shares
|
$15,213
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
45
shares
|
$14,882
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
45
shares
|
$14,882
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
42
shares
|
$13,890
0.0% of portfolio
|
Q3 2023
Added 366.67%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
39
shares
|
$12,898
0.0% of portfolio
|
Q2 2025
Added 44.44%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
39
shares
|
$12,898
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
36
shares
|
$11,905
0.0% of portfolio
|
Q2 2025
Reduced 93.75%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
36
shares
|
$11,905
0.0% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
35
shares
|
$11,575
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
35
shares
|
$11,575
0.0% of portfolio
|
Q2 2025
Reduced 49.28%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
32
shares
|
$10,583
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30
shares
|
$9,921
0.0% of portfolio
|
Q2 2022
Added 76.47%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
29
shares
|
$9,590
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
28
shares
|
$9,260
0.0% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
28
shares
|
$9,260
0.0% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
27
shares
|
$8,929
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
26
shares
|
$8,598
0.0% of portfolio
|
Q2 2020
Reduced 96.98%
|