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 |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
9
shares
|
$2,933
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
9
shares
|
$2,933
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
9
shares
|
$2,933
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
9
shares
|
$2,933
0.0% of portfolio
|
Q3 2021
Reduced 55.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9
shares
|
$2,933
0.0% of portfolio
|
Q2 2020
Reduced 1.93%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
8
shares
|
$2,607
0.0% of portfolio
|
Q3 2024
Reduced 46.67%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
8
shares
|
$2,607
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
8
shares
|
$2,607
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
8
shares
|
$2,607
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
8
shares
|
$2,607
0.0% of portfolio
|
Q2 2022
Reduced 89.04%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
7
shares
|
$2,281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
7
shares
|
$2,281
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
6
shares
|
$1,955
0.0% of portfolio
|
Q1 2024
Reduced 87.76%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
6
shares
|
$1,955
0.0% of portfolio
|
Q4 2018
Added 500.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
6
shares
|
$1,955
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6
shares
|
$1,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
6
shares
|
$1,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
5
shares
|
$1,629
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
5
shares
|
$1,629
0.0% of portfolio
|
Q4 2024
Reduced 64.29%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
4
shares
|
$1,303
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
3
shares
|
$977
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
3
shares
|
$977
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
3
shares
|
$977
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
3
shares
|
$977
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
3
shares
|
$977
0.0% of portfolio
|
Q4 2024
New holding
|