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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6
shares
|
$1,932
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
5
shares
|
$1,610
0.0% of portfolio
|
Q2 2025
Reduced 96.09%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
5
shares
|
$1,610
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
5
shares
|
$1,610
0.0% of portfolio
|
Q3 2025
Reduced 98.27%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
5
shares
|
$1,610
0.0% of portfolio
|
Q3 2025
Added 150.0%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
5
shares
|
$1,610
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
5
shares
|
$1,610
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
4
shares
|
$1,288
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
4
shares
|
$1,288
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
4
shares
|
$1,288
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3
shares
|
$966
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3
shares
|
$966
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
3
shares
|
$966
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
3
shares
|
$966
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
3
shares
|
$966
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
3
shares
|
$966
0.0% of portfolio
|
Q2 2024
Reduced 78.57%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
3
shares
|
$966
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
3
shares
|
$966
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
3
shares
|
$966
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3
shares
|
$966
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
3
shares
|
$966
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
3
shares
|
$966
0.0% of portfolio
|
Q1 2025
Reduced 80.0%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2
shares
|
$644
0.0% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
2
shares
|
$644
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
2
shares
|
$644
0.0% of portfolio
|
Q3 2025
New holding
|
|