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 |
|---|---|---|---|---|---|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
26
shares
|
$7,972
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
25
shares
|
$7,666
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
24
shares
|
$7,359
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
23
shares
|
$7,052
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
23
shares
|
$7,052
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
21
shares
|
$6,439
0.0% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
21
shares
|
$6,439
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
20
shares
|
$6,132
0.0% of portfolio
|
Q1 2025
Reduced 71.01%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
19
shares
|
$5,826
0.0% of portfolio
|
Q1 2022
Reduced 53.66%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
19
shares
|
$5,826
0.0% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
19
shares
|
$5,826
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
18
shares
|
$5,519
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
16
shares
|
$4,906
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
16
shares
|
$4,906
0.0% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
16
shares
|
$4,906
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
15
shares
|
$4,599
0.0% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
15
shares
|
$4,599
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
14
shares
|
$4,292
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
13
shares
|
$3,986
0.0% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
13
shares
|
$3,986
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
13
shares
|
$3,986
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
12
shares
|
$3,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
12
shares
|
$3,679
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
10
shares
|
$3,066
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
10
shares
|
$3,066
0.0% of portfolio
|
Q2 2024
New holding
|