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 755 institutions that hold shares in the stock, with a total of 87.2 Million shares, which have been reported (via 13F filing form) to have a value of $28.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
520
shares
|
$169,494
0.0% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
519
shares
|
$169,168
0.05% of portfolio
|
Q3 2022
Reduced 83.23%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
500
shares
|
$162,975
0.02% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
497
shares
|
$161,997
0.01% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
462
shares
|
$150,588
0.01% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
455
shares
|
$148,307
0.01% of portfolio
|
Q4 2024
Added 33.43%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
450
shares
|
$146,677
0.0% of portfolio
|
Q4 2024
Added 22.62%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
424
shares
|
$138,202
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
400
shares
|
$130,380
0.07% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
392
shares
|
$127,772
0.06% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
365
shares
|
$118,971
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
337
shares
|
$109,845
0.0% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
336
shares
|
$109,519
0.01% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
324
shares
|
$105,607
0.0% of portfolio
|
Q4 2024
Added 36.71%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
321
shares
|
$104,629
0.05% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
296
shares
|
$96,481
0.01% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
281
shares
|
$91,591
0.01% of portfolio
|
Q4 2024
Reduced 37.69%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
278
shares
|
$90,614
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
273
shares
|
$88,984
0.01% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
245
shares
|
$79,857
0.01% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
244
shares
|
$79,531
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
235
shares
|
$76,598
0.01% of portfolio
|
Q3 2024
Reduced 14.23%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
230
shares
|
$74,968
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
227
shares
|
$73,990
0.03% of portfolio
|
Q1 2021
Added 28.25%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
227
shares
|
$73,990
0.0% of portfolio
|
Q4 2024
Added 2.71%
|