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 723 institutions that hold shares in the stock, with a total of 85.6 Million shares, which have been reported (via 13F filing form) to have a value of $27.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,792
shares
|
$577,687
0.0% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
1,790
shares
|
$577,042
0.07% of portfolio
|
Q4 2024
Added 42.63%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
1,783
shares
|
$574,785
0.4% of portfolio
|
Q4 2024
Reduced 24.74%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
1,750
shares
|
$564,147
0.23% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,745
shares
|
$562,535
0.01% of portfolio
|
Q3 2024
Reduced 94.71%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
1,719
shares
|
$554,154
0.0% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
1,714
shares
|
$552,542
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
1,704
shares
|
$549,318
0.05% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,699
shares
|
$547,706
0.0% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
James Hambro & Partners
|
Jan 22, 2025 Q4 2024 |
1,678
shares
|
$540,936
0.02% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
1,677
shares
|
$540,614
0.02% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
1,666
shares
|
$537,068
0.0% of portfolio
|
Q2 2024
Reduced 10.72%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,665
shares
|
$536,746
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,632
shares
|
$526,107
0.01% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
1,632
shares
|
$526,107
0.0% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
1,626
shares
|
$524,173
0.01% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
1,624
shares
|
$523,528
0.01% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
1,613
shares
|
$519,982
0.06% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,613
shares
|
$519,982
0.0% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,582
shares
|
$509,989
0.01% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,576
shares
|
$508,055
0.04% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
1,569
shares
|
$505,798
0.01% of portfolio
|
Q3 2024
Added 63.44%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
1,555
shares
|
$501,285
0.16% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,549
shares
|
$499,351
0.01% of portfolio
|
Q3 2024
Reduced 28.19%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
1,545
shares
|
$498,061
0.11% of portfolio
|
Q3 2024
Reduced 8.58%
|