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 803 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 |
|---|---|---|---|---|---|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
950
shares
|
$306,023
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
950
shares
|
$306,023
0.01% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Confluence Investment Management LLC
|
Jan 05, 2026 Q4 2025 |
911
shares
|
$293,460
0.0% of portfolio
|
Q4 2025
Reduced 73.91%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
903
shares
|
$290,883
0.01% of portfolio
|
Q4 2025
Reduced 1.74%
|
|
|
Raub Brock Capital Management LP
|
Jan 15, 2026 Q4 2025 |
900
shares
|
$289,917
0.07% of portfolio
|
Q4 2025
Reduced 10.0%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
900
shares
|
$289,917
0.01% of portfolio
|
Q3 2025
Added 17.49%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
886
shares
|
$285,407
0.06% of portfolio
|
Q4 2025
Reduced 1.99%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
868
shares
|
$279,608
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
840
shares
|
$270,589
0.03% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
838
shares
|
$269,944
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Birch Financial Group, LLC
Keene, NH |
Jan 15, 2026 Q4 2025 |
837
shares
|
$269,622
0.16% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
831
shares
|
$267,690
0.01% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
826
shares
|
$266,079
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
820
shares
|
$264,146
0.0% of portfolio
|
Q3 2025
Reduced 46.58%
|
|
|
Citadel Investment Advisory, Inc.
|
Oct 21, 2025 Q3 2025 |
817
shares
|
$263,180
0.13% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
815
shares
|
$262,535
0.0% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
802
shares
|
$258,348
0.01% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 31, 2025 Q3 2025 |
800
shares
|
$257,704
0.01% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
795
shares
|
$256,093
0.0% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
783
shares
|
$252,227
0.0% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 15, 2026 Q4 2025 |
782
shares
|
$251,905
1.63% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
779
shares
|
$250,939
0.01% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
776
shares
|
$249,972
0.0% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
765
shares
|
$246,429
0.04% of portfolio
|
Q3 2025
Reduced 15.75%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
756
shares
|
$243,530
0.0% of portfolio
|
Q3 2025
Reduced 1.18%
|
|