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 |
|---|---|---|---|---|---|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
11
shares
|
$3,543
0.0% of portfolio
|
Q3 2025
Reduced 26.67%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
10
shares
|
$3,221
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
10
shares
|
$3,221
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
10
shares
|
$3,221
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
10
shares
|
$3,221
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
9
shares
|
$2,899
0.0% of portfolio
|
Q1 2025
Reduced 83.93%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
9
shares
|
$2,899
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
9
shares
|
$2,899
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9
shares
|
$2,899
0.0% of portfolio
|
Q2 2020
Reduced 1.93%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
9
shares
|
$2,899
0.0% of portfolio
|
Q4 2025
Reduced 65.38%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
9
shares
|
$2,899
0.0% of portfolio
|
Q3 2021
Reduced 55.0%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
8
shares
|
$2,577
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
8
shares
|
$2,577
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
8
shares
|
$2,577
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
7
shares
|
$2,254
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
7
shares
|
$2,254
0.0% of portfolio
|
Q4 2025
Reduced 30.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
7
shares
|
$2,254
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
7
shares
|
$2,254
0.0% of portfolio
|
Q4 2025
Added 16.67%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
7
shares
|
$2,254
0.0% of portfolio
|
Q3 2025
Added 75.0%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
7
shares
|
$2,254
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
7
shares
|
$2,254
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
7
shares
|
$2,254
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
6
shares
|
$1,932
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
6
shares
|
$1,932
0.0% of portfolio
|
Q1 2024
Reduced 87.76%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
6
shares
|
$1,932
0.0% of portfolio
|
Q4 2018
Added 500.0%
|
|