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 |
|---|---|---|---|---|---|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
1,359
shares
|
$437,774
0.03% of portfolio
|
Q2 2025
Reduced 60.96%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
1,351
shares
|
$435,197
0.0% of portfolio
|
Q3 2025
Added 15.27%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
1,337
shares
|
$430,687
0.02% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
1,336
shares
|
$430,365
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
1,301
shares
|
$419,091
0.01% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
1,298
shares
|
$418,124
0.01% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,296
shares
|
$417,480
0.01% of portfolio
|
Q2 2024
Added 0.93%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
1,274
shares
|
$410,393
0.0% of portfolio
|
Q4 2025
Reduced 21.89%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
1,271
shares
|
$409,427
0.01% of portfolio
|
Q3 2025
Reduced 21.45%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
1,266
shares
|
$407,816
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,265
shares
|
$407,494
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
1,219
shares
|
$392,676
0.01% of portfolio
|
Q3 2025
Added 69.78%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
1,214
shares
|
$391,065
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,205
shares
|
$388,166
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
1,200
shares
|
$386,556
0.01% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
1,197
shares
|
$385,589
0.01% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
1,197
shares
|
$385,589
0.02% of portfolio
|
Q2 2022
Reduced 20.09%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,195
shares
|
$384,945
0.02% of portfolio
|
Q4 2025
Added 1.62%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
1,170
shares
|
$376,892
0.04% of portfolio
|
Q3 2025
Reduced 15.4%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,166
shares
|
$375,603
0.02% of portfolio
|
Q3 2025
Added 46.12%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2025 Q3 2025 |
1,147
shares
|
$369,483
0.19% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,141
shares
|
$367,550
0.0% of portfolio
|
Q3 2023
Reduced 77.14%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
1,138
shares
|
$366,583
0.03% of portfolio
|
Q3 2025
Reduced 26.15%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,134
shares
|
$365,295
0.01% of portfolio
|
Q3 2025
Reduced 15.94%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
1,127
shares
|
$363,040
0.01% of portfolio
|
Q3 2025
Reduced 2.59%
|
|