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 807 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 |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
47
shares
|
$15,140
0.01% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
45
shares
|
$14,495
0.0% of portfolio
|
Q3 2025
Reduced 92.36%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
45
shares
|
$14,495
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
42
shares
|
$13,529
0.0% of portfolio
|
Q3 2023
Added 366.67%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
42
shares
|
$13,529
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
42
shares
|
$13,529
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
41
shares
|
$13,207
0.0% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
39
shares
|
$12,563
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
36
shares
|
$11,596
0.0% of portfolio
|
Q2 2025
Reduced 93.75%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
35
shares
|
$11,274
0.0% of portfolio
|
Q3 2025
Added 191.67%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
33
shares
|
$10,630
0.01% of portfolio
|
Q3 2025
Added 17.86%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
32
shares
|
$10,308
0.0% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
32
shares
|
$10,308
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30
shares
|
$9,663
0.0% of portfolio
|
Q2 2022
Added 76.47%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
29
shares
|
$9,341
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
28
shares
|
$9,019
0.0% of portfolio
|
Q3 2025
Reduced 65.85%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
27
shares
|
$8,697
0.0% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
27
shares
|
$8,697
0.0% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
27
shares
|
$8,697
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
26
shares
|
$8,375
0.0% of portfolio
|
Q1 2025
Reduced 16.13%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
26
shares
|
$8,375
0.0% of portfolio
|
Q3 2025
Reduced 70.11%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
26
shares
|
$8,375
0.0% of portfolio
|
Q3 2025
Reduced 83.85%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
26
shares
|
$8,375
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
26
shares
|
$8,375
0.0% of portfolio
|
Q2 2020
Reduced 96.98%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
25
shares
|
$8,053
0.01% of portfolio
|
Q3 2025
Reduced 90.0%
|
|