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 |
|---|---|---|---|---|---|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
26
shares
|
$8,598
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
26
shares
|
$8,598
0.0% of portfolio
|
Q1 2025
Reduced 16.13%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
23
shares
|
$7,606
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
23
shares
|
$7,606
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
21
shares
|
$6,945
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
21
shares
|
$6,945
0.0% of portfolio
|
Q2 2025
Reduced 19.23%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
21
shares
|
$6,945
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
21
shares
|
$6,945
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
21
shares
|
$6,945
0.0% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
20
shares
|
$6,614
0.0% of portfolio
|
Q1 2025
Reduced 71.01%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
19
shares
|
$6,283
0.0% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
19
shares
|
$6,283
0.0% of portfolio
|
Q2 2025
Reduced 99.33%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
19
shares
|
$6,283
0.0% of portfolio
|
Q1 2022
Reduced 53.66%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
19
shares
|
$6,283
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
18
shares
|
$5,952
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
17
shares
|
$5,622
0.0% of portfolio
|
Q2 2025
Added 1600.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
15
shares
|
$4,960
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
15
shares
|
$4,960
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
14
shares
|
$4,630
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
13
shares
|
$4,299
0.0% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
13
shares
|
$4,299
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
13
shares
|
$4,299
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
13
shares
|
$4,299
0.0% of portfolio
|
Q2 2025
Reduced 18.75%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
12
shares
|
$3,968
0.0% of portfolio
|
Q2 2025
Reduced 99.89%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
12
shares
|
$3,968
0.0% of portfolio
|
Q2 2025
Reduced 67.57%
|