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 |
|---|---|---|---|---|---|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
86
shares
|
$27,703
0.0% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
83
shares
|
$26,736
0.0% of portfolio
|
Q3 2025
Added 8200.0%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
78
shares
|
$25,126
0.0% of portfolio
|
Q3 2025
Reduced 16.13%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
78
shares
|
$25,126
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
72
shares
|
$23,193
0.0% of portfolio
|
Q3 2025
Reduced 68.7%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
72
shares
|
$23,193
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
68
shares
|
$21,904
0.01% of portfolio
|
Q2 2024
Added 126.67%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
67
shares
|
$21,582
0.0% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
66
shares
|
$21,260
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
65
shares
|
$20,938
0.0% of portfolio
|
Q3 2025
Reduced 51.49%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
64
shares
|
$20,616
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
63
shares
|
$20,294
0.0% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
60
shares
|
$19,327
0.01% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
60
shares
|
$19,327
0.01% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
59
shares
|
$19,005
0.0% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
56
shares
|
$18,039
0.01% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
54
shares
|
$17,395
0.0% of portfolio
|
Q4 2025
Reduced 3.57%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
54
shares
|
$17,395
0.0% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
53
shares
|
$17,072
0.0% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
51
shares
|
$16,428
0.0% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
51
shares
|
$16,428
0.0% of portfolio
|
Q4 2025
Added 410.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
50
shares
|
$16,106
0.0% of portfolio
|
Q1 2025
Reduced 20.63%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
50
shares
|
$16,106
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
50
shares
|
$16,106
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
47
shares
|
$15,140
0.01% of portfolio
|
Q2 2025
Reduced 9.62%
|
|