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 809 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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,613
shares
|
$519,595
0.0% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Oct 27, 2025 Q3 2025 |
1,609
shares
|
$518,307
0.07% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,605
shares
|
$517,018
0.02% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
1,554
shares
|
$500,590
0.12% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,535
shares
|
$494,469
0.21% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,530
shares
|
$492,858
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
1,522
shares
|
$490,281
0.03% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
1,510
shares
|
$486,416
0.3% of portfolio
|
Q4 2021
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
1,504
shares
|
$484,483
0.08% of portfolio
|
Q3 2025
Added 302.14%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
1,486
shares
|
$478,685
0.01% of portfolio
|
Q3 2025
Reduced 9.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,484
shares
|
$478,040
0.0% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
1,481
shares
|
$477,074
0.03% of portfolio
|
Q3 2025
Added 115.57%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
1,450
shares
|
$467,088
0.06% of portfolio
|
Q4 2025
Added 87.1%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
1,442
shares
|
$464,511
0.37% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
1,436
shares
|
$462,578
0.11% of portfolio
|
Q2 2024
Reduced 6.87%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
1,420
shares
|
$457,424
0.04% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,417
shares
|
$456,458
0.24% of portfolio
|
Q3 2025
Added 58.68%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
1,416
shares
|
$456,136
0.03% of portfolio
|
Q3 2025
Added 61.83%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,407
shares
|
$453,236
0.0% of portfolio
|
Q3 2025
Added 21.82%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
1,400
shares
|
$450,982
0.07% of portfolio
|
Q3 2025
Added 94.44%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,385
shares
|
$446,150
0.01% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
1,384
shares
|
$445,827
0.03% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
1,368
shares
|
$440,673
0.25% of portfolio
|
Q3 2025
Added 22.36%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
1,367
shares
|
$440,351
0.03% of portfolio
|
Q3 2022
Added 14.2%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
1,359
shares
|
$437,774
0.03% of portfolio
|
Q2 2025
Reduced 60.96%
|
|