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 808 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 |
|---|---|---|---|---|---|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
660
shares
|
$212,605
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
657
shares
|
$211,639
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
642
shares
|
$206,807
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
629
shares
|
$202,619
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
626
shares
|
$201,653
0.0% of portfolio
|
Q3 2025
Added 17.01%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
626
shares
|
$201,653
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
622
shares
|
$200,364
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
608
shares
|
$195,855
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
607
shares
|
$195,532
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
605
shares
|
$194,888
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Carlson Capital L P
Dallas, TX |
Nov 05, 2025 Q3 2025 |
600
shares
|
$193,278
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
584
shares
|
$188,123
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
583
shares
|
$187,801
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
581
shares
|
$187,157
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
581
shares
|
$187,157
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
580
shares
|
$186,835
0.02% of portfolio
|
Q3 2025
Reduced 11.45%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
574
shares
|
$184,902
0.0% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
559
shares
|
$180,070
0.01% of portfolio
|
Q3 2025
Added 120.08%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
553
shares
|
$178,137
0.0% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
519
shares
|
$167,185
0.05% of portfolio
|
Q3 2022
Reduced 83.23%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
507
shares
|
$163,319
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
470
shares
|
$151,401
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
440
shares
|
$141,737
0.0% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
424
shares
|
$136,583
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
400
shares
|
$128,852
0.07% of portfolio
|
Q4 2024
Reduced 12.47%
|
|