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 716 institutions that hold shares in the stock, with a total of 85.5 Million shares, which have been reported (via 13F filing form) to have a value of $26.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
50
shares
|
$15,682
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
50
shares
|
$15,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
50
shares
|
$15,682
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
48
shares
|
$15,055
0.0% of portfolio
|
Q3 2024
Added 220.0%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
45
shares
|
$14,114
0.0% of portfolio
|
Q3 2024
Reduced 99.07%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
45
shares
|
$14,114
0.0% of portfolio
|
Q2 2024
Added 15.38%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
44
shares
|
$13,800
0.0% of portfolio
|
Q3 2024
Added 29.41%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
43
shares
|
$13,486
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
42
shares
|
$13,173
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
42
shares
|
$13,173
0.0% of portfolio
|
Q3 2023
Added 366.67%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
42
shares
|
$13,173
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
36
shares
|
$11,291
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
35
shares
|
$10,977
0.0% of portfolio
|
Q2 2024
Added 118.75%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
34
shares
|
$10,664
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30
shares
|
$9,409
0.0% of portfolio
|
Q2 2022
Added 76.47%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
29
shares
|
$9,095
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
29
shares
|
$9,095
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
27
shares
|
$8,468
0.0% of portfolio
|
Q2 2024
Added 125.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
27
shares
|
$8,468
0.0% of portfolio
|
Q2 2024
Added 17.39%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
27
shares
|
$8,468
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
26
shares
|
$8,154
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
26
shares
|
$8,154
0.0% of portfolio
|
Q2 2020
Reduced 96.98%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
23
shares
|
$7,213
0.0% of portfolio
|
Q3 2024
Added 21.05%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
23
shares
|
$7,213
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
21
shares
|
$6,586
0.0% of portfolio
|
Q3 2024
Added 16.67%
|