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 760 institutions that hold shares in the stock, with a total of 86.3 Million shares, which have been reported (via 13F filing form) to have a value of $29.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
53
shares
|
$17,869
0.0% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
52
shares
|
$17,532
0.01% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
52
shares
|
$17,532
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
50
shares
|
$16,858
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
50
shares
|
$16,858
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
50
shares
|
$16,858
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
48
shares
|
$16,183
0.0% of portfolio
|
Q4 2024
Added 269.23%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
46
shares
|
$15,509
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
46
shares
|
$15,509
0.0% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
45
shares
|
$15,172
0.0% of portfolio
|
Q2 2024
Added 15.38%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
45
shares
|
$15,172
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
44
shares
|
$14,835
0.0% of portfolio
|
Q3 2024
Added 29.41%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
43
shares
|
$14,497
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
43
shares
|
$14,497
0.0% of portfolio
|
Q4 2024
Added 22.86%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
42
shares
|
$14,160
0.0% of portfolio
|
Q3 2023
Added 366.67%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
37
shares
|
$12,474
0.0% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
35
shares
|
$11,800
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
34
shares
|
$11,463
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
32
shares
|
$10,789
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
31
shares
|
$10,451
0.0% of portfolio
|
Q4 2024
Reduced 13.89%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30
shares
|
$10,114
0.0% of portfolio
|
Q2 2022
Added 76.47%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
29
shares
|
$9,777
0.01% of portfolio
|
Q4 2024
Reduced 30.95%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
29
shares
|
$9,777
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
27
shares
|
$9,103
0.0% of portfolio
|
Q2 2024
Added 17.39%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
27
shares
|
$9,103
0.0% of portfolio
|
Q2 2023
New holding
|