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 805 institutions that hold shares in the stock, with a total of 90 Million shares, which have been reported (via 13F filing form) to have a value of $29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
3,427
shares
|
$1.1 Million
0.06% of portfolio
|
Q4 2025
Added 5.06%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
3,424
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Added 200.88%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,391
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.31%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,368
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2023
Reduced 62.26%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
3,353
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Added 73.82%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
3,296
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.68%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
3,277
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2025
Added 11.16%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
3,266
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
3,247
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 33.29%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,244
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2023
Reduced 7.29%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
3,234
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2022
Reduced 0.37%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
3,233
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2025 Q3 2025 |
3,230
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
3,175
shares
|
$1.02 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
3,164
shares
|
$1.02 Million
0.17% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
3,052
shares
|
$983,140
0.01% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,978
shares
|
$959,303
0.01% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,950
shares
|
$950,283
0.01% of portfolio
|
Q3 2025
Reduced 94.97%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
2,915
shares
|
$939,008
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,913
shares
|
$938,364
0.0% of portfolio
|
Q3 2025
Added 14.73%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
2,900
shares
|
$934,177
0.35% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
2,898
shares
|
$933,532
0.02% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2,879
shares
|
$927,412
0.01% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
2,855
shares
|
$919,681
0.02% of portfolio
|
Q3 2025
Reduced 14.9%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
2,850
shares
|
$918,070
0.13% of portfolio
|
Q3 2025
New holding
|
|