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 |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
23
shares
|
$7,408
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
23
shares
|
$7,408
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
22
shares
|
$7,086
0.0% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
21
shares
|
$6,764
0.0% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
21
shares
|
$6,764
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
21
shares
|
$6,764
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
20
shares
|
$6,442
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
20
shares
|
$6,442
0.0% of portfolio
|
Q3 2025
Added 566.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
20
shares
|
$6,442
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
20
shares
|
$6,442
0.0% of portfolio
|
Q1 2025
Reduced 71.01%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
20
shares
|
$6,442
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
19
shares
|
$6,120
0.0% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
19
shares
|
$6,120
0.0% of portfolio
|
Q1 2022
Reduced 53.66%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
19
shares
|
$6,120
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
18
shares
|
$5,798
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
18
shares
|
$5,798
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
16
shares
|
$5,154
0.0% of portfolio
|
Q3 2025
Reduced 68.63%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
16
shares
|
$5,154
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
16
shares
|
$5,154
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
15
shares
|
$4,831
0.0% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
15
shares
|
$4,831
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
14
shares
|
$4,509
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
13
shares
|
$4,187
0.0% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
12
shares
|
$3,865
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
12
shares
|
$3,865
0.0% of portfolio
|
Q3 2024
New holding
|
|