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 |
|---|---|---|---|---|---|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
12
shares
|
$3,968
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
10
shares
|
$3,307
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
10
shares
|
$3,307
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
10
shares
|
$3,307
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
10
shares
|
$3,307
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
9
shares
|
$2,976
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
9
shares
|
$2,976
0.0% of portfolio
|
Q3 2021
Reduced 55.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
9
shares
|
$2,976
0.0% of portfolio
|
Q1 2025
Reduced 83.93%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
9
shares
|
$2,976
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9
shares
|
$2,976
0.0% of portfolio
|
Q2 2020
Reduced 1.93%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
8
shares
|
$2,645
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
8
shares
|
$2,645
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
7
shares
|
$2,315
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
7
shares
|
$2,315
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
7
shares
|
$2,315
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
7
shares
|
$2,315
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
7
shares
|
$2,315
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
6
shares
|
$1,984
0.0% of portfolio
|
Q4 2018
Added 500.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6
shares
|
$1,984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
6
shares
|
$1,984
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
6
shares
|
$1,984
0.0% of portfolio
|
Q1 2024
Reduced 87.76%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
5
shares
|
$1,653
0.0% of portfolio
|
Q2 2025
Reduced 96.09%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4
shares
|
$1,322
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4
shares
|
$1,322
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
4
shares
|
$1,322
0.0% of portfolio
|
Q2 2025
Added 33.33%
|