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Willis Towers Watson Public (WTW) Institutional Ownership

Willis Towers Watson Public logo
$313.11 +4.38 (+1.42%)
Closing price 07/25/2025 04:00 PM Eastern
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$313.10 0.00 (0.00%)
As of 07/25/2025 04:11 PM Eastern
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Institutional Ownership Changes (13F Filings) for Willis Towers Watson Public (NASDAQ:WTW)

Current
Institutional Ownership
Percentage
93.09%
Number of
Institutional Buyers
(last 12 months)
436
Total
Institutional Inflows
(last 12 months)
$7.40B
Number of
Institutional Sellers
(last 12 months)
332
Total
Institutional Outflows
(last 12 months)
$3.45B
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WTW Institutional Buying and Selling by Quarter

Willis Towers Watson Public Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Atria Wealth Solutions Inc.3,780$1.16M0.0%N/A0.004%
7/25/2025Envestnet Portfolio Solutions Inc.990$304K0.0%-26.8%0.001%
7/25/2025Sequoia Financial Advisors LLC1,627$499K0.0%+4.0%0.002%
7/25/2025Yousif Capital Management LLC15,656$4.80M0.1%+0.5%0.016%
7/25/2025Allspring Global Investments Holdings LLC4,629$1.42M0.0%-88.3%0.005%
7/25/2025Legal Advantage Investments Inc.2,115$648K0.3%-2.3%0.002%
7/25/2025CWM LLC5,139$1.58M0.0%+61.1%0.005%
7/25/2025Vanguard Personalized Indexing Management LLC11,076$3.40M0.0%+5.2%0.011%
7/25/2025Johnson Investment Counsel Inc.289,084$88.60M0.8%+2.1%0.292%
7/25/2025Fifth Third Wealth Advisors LLC1,157$355K0.0%-13.3%0.001%
7/24/2025 Lester Murray Antman dba SimplyRich2,015$617K0.2%-3.2%0.002%
7/24/2025 Aberdeen Group plc76,303$23.39M0.0%+4.5%0.077%
7/24/2025 Lmcg Investments LLC2,871$880K0.1%-13.0%0.003%
7/24/2025 First Fiduciary Investment Counsel Inc.41,211$12.63M2.5%-1.8%0.042%
7/24/2025 3Chopt Investment Partners LLC2,105$647K0.2%-2.4%0.002%
7/24/2025 IFP Advisors Inc734$226K0.0%+46.5%0.001%
7/24/2025 Callan Family Office LLC4,744$1.45M0.0%+39.3%0.005%
7/23/2025 Vontobel Holding Ltd.2,549$781K0.0%-5.5%0.003%
7/23/2025 Raub Brock Capital Management LP1,100$337K0.1%-18.5%0.001%
7/23/2025 Louisiana State Employees Retirement System5,200$1.59M0.0%-3.7%0.005%
7/23/2025 Cortland Associates Inc. MO190,489$58.39M6.8%-0.1%0.192%
7/23/2025 Joel Isaacson & Co. LLC657$201K0.0%N/A0.001%
7/23/2025 KLP Kapitalforvaltning AS35,435$10.89M0.0%-1.4%0.036%
7/22/2025 Sendero Wealth Management LLC17,942$5.50M0.7%-2.3%0.018%
7/22/2025 Checchi Capital Advisers LLC833$255K0.0%-6.6%0.001%
7/21/2025 QRG Capital Management Inc.6,441$1.97M0.0%-8.7%0.006%
7/21/2025 Ascent Group LLC1,004$308K0.0%-83.9%0.001%
7/21/2025 Ameritas Advisory Services LLC230$70K0.0%N/A0.000%
7/21/2025 DHJJ Financial Advisors Ltd.1,535$470K0.2%-12.3%0.002%
7/21/2025 Mirae Asset Global Investments Co. Ltd.13,118$4.02M0.0%+12.4%0.013%
7/21/2025 Syntax Research Inc.6,988$2.14M1.5%N/A0.007%
7/21/2025 J. Safra Sarasin Holding AG962$295K0.0%N/A0.001%
7/21/2025 ASR Vermogensbeheer N.V.9,384$2.88M0.0%-0.4%0.009%
7/18/2025 Robeco Institutional Asset Management B.V.4,828$1.48M0.0%-17.2%0.005%
7/18/2025 Truist Financial Corp11,539$3.54M0.0%+19.1%0.012%
7/17/2025 HB Wealth Management LLC2,947$903K0.0%-9.7%0.003%
7/17/2025 Janney Montgomery Scott LLC3,863$1.18M0.0%+52.0%0.004%
7/17/2025 Generate Investment Management Ltd31,852$9.76M0.5%-29.3%0.032%
7/17/2025 V Square Quantitative Management LLC2,252$690K0.1%+2.4%0.002%
7/16/2025 State of Alaska Department of Revenue11,140$3.41M0.0%-4.7%0.011%
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7/16/2025 Patton Fund Management Inc.728$223K0.2%N/A0.001%
7/16/2025 CX Institutional772$237K0.0%-16.8%0.001%
7/16/2025 Dakota Wealth Management23,996$7.36M0.2%-2.5%0.024%
7/16/2025 Maridea Wealth Management LLC1,348$413K0.1%+67.0%0.001%
7/15/2025 Public Employees Retirement System of Ohio31,412$9.63M0.0%+1.3%0.032%
7/14/2025 GAMMA Investing LLC2,810$861K0.1%-5.7%0.003%
7/14/2025 Park Avenue Securities LLC1,579$484K0.0%N/A0.002%
7/11/2025 Busey Bank1,618$496K0.0%-17.6%0.002%
7/11/2025 CX Institutional772$237K0.0%-16.8%0.001%
7/11/2025 Harbour Capital Advisors LLC2,058$627K0.1%-5.4%0.002%
7/11/2025 Assenagon Asset Management S.A.3,532$1.08M0.0%-2.0%0.004%
7/11/2025 Perpetual Ltd102,747$31.49M0.4%-2.4%0.104%
7/11/2025 Cooper Investors PTY Ltd.67,965$20.83M3.8%-5.2%0.069%
7/10/2025 Canoe Financial LP235,341$72.13M1.0%+3.4%0.237%
7/10/2025 Exchange Traded Concepts LLC26,631$8.16M0.1%+100.8%0.027%
7/10/2025 Wealth Enhancement Advisory Services LLC7,360$2.26M0.0%+22.4%0.007%
7/10/2025 Wedmont Private Capital885$273K0.0%-12.7%0.001%
7/10/2025 Swedbank AB19,800$6.07M0.0%-0.6%0.020%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd11,599$3.56M0.0%+1.0%0.012%
7/9/2025 Chesley Taft & Associates LLC33,444$10.25M0.5%-0.4%0.034%
7/9/2025 Pallas Capital Advisors LLC715$219K0.0%N/A0.001%
7/9/2025 Aaron Wealth Advisors LLC687$211K0.0%+7.3%0.001%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.23,016$7.05M0.4%-0.3%0.023%
7/9/2025 Czech National Bank24,235$7.43M0.1%+5.7%0.024%
7/9/2025 MassMutual Private Wealth & Trust FSB392$120K0.0%+10.1%0.000%
7/2/2025 Neville Rodie & Shaw Inc.1,698$520K0.0%-40.0%0.002%
7/2/2025 Central Pacific Bank Trust Division650$199K0.0%N/A0.001%
7/1/2025 Confluence Investment Management LLC3,388$1.04M0.0%+2.0%0.003%
6/23/2025 Swedbank AB19,917$6.73M0.0%+21.6%0.020%
6/18/2025Voya Investment Management LLC29,487$9.97M0.0%-2.8%0.030%
6/4/2025 First Hawaiian Bank2,914$985K0.0%-4.5%0.003%
5/28/2025Strs Ohio6,111$2.07M0.0%N/A0.006%
5/27/2025Advisors Capital Management LLC4,101$1.39M0.0%+2.0%0.004%
5/22/2025WBI Investments LLC4,610$1.56M0.4%+17.4%0.005%
5/21/2025Acadian Asset Management LLC55,026$18.59M0.1%-55.0%0.055%
5/21/2025Geneos Wealth Management Inc.140$47K0.0%+38.6%0.000%
5/20/2025Intech Investment Management LLC49,740$16.81M0.2%-34.3%0.050%
5/20/2025Focus Partners Wealth1,752$592K0.0%-11.2%0.002%
5/20/2025Plato Investment Management Ltd3,481$1.19M0.1%-38.5%0.004%
5/19/2025Bayforest Capital Ltd465$157K0.1%+67.3%0.000%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC953,544$322.25M0.1%+1.8%0.962%
5/16/2025Woodline Partners LP178,694$60.39M0.4%N/A0.180%
5/16/2025Rivermont Capital Management LP89,642$30.30M12.8%-1.9%0.090%
5/16/2025Empowered Funds LLC2,400$811K0.0%+16.9%0.002%
5/16/2025MBB Public Markets I LLC950$321K0.0%N/A0.001%
5/16/2025 Ascent Group LLC6,242$2.11M0.1%N/A0.006%
5/16/2025United Services Automobile Association2,137$721K0.0%N/A0.002%
5/16/2025Voleon Capital Management LP 1,690$571K0.0%-78.5%0.002%
5/16/2025Goldman Sachs Group Inc.362,762$122.60M0.0%-15.8%0.366%
5/16/2025Jones Financial Companies Lllp283$96K0.0%-45.6%0.000%
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5/16/2025Dynamic Technology Lab Private Ltd1,725$583K0.1%N/A0.002%
5/16/2025Scientech Research LLC2,814$951K0.3%+117.5%0.003%
5/16/2025Nissay Asset Management Corp Japan ADV12,615$4.26M0.0%+0.4%0.013%
5/16/2025NewEdge Advisors LLC2,588$875K0.0%+7.6%0.003%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.13,527$4.57M0.0%+37.1%0.014%
5/16/2025Integrated Wealth Concepts LLC1,537$520K0.0%-23.8%0.002%
5/16/2025Interval Partners LP31,071$10.50M0.2%+191.7%0.031%
5/16/2025Gotham Asset Management LLC53,499$18.08M0.2%+14.9%0.054%
5/16/2025Cinctive Capital Management LP15,241$5.15M0.4%+46.6%0.015%
5/16/2025Concentric Capital Strategies LP2,800$946K0.1%-90.3%0.003%
(Data available from 1/1/2016 forward)

WTW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTW shares?

During the previous two years, 720 institutional investors and hedge funds held shares of Willis Towers Watson Public. The most heavily invested institutionals were Vanguard Group Inc. ($3.87B), BlackRock Inc. ($2.49B), Massachusetts Financial Services Co. MA ($2.06B), First Eagle Investment Management LLC ($1.40B), State Street Corp ($1.27B), FMR LLC ($1.15B), and Artisan Partners Limited Partnership ($1.10B).Learn more on Willis Towers Watson Public's institutional investors.

What percentage of Willis Towers Watson Public's stock is owned by institutional investors?

93.09% of Willis Towers Watson Public's stock is owned by institutional investors. Learn more on WTW's institutional investor holdings.

Which institutional investors have been buying Willis Towers Watson Public's stock?

Of the 583 institutional investors that purchased Willis Towers Watson Public's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mizuho Securities USA LLC ($7.56M), Norges Bank ($2.79M), Victory Capital Management Inc. ($1.57M), FMR LLC ($1.31M), T. Rowe Price Investment Management Inc. ($1.29M), Wellington Management Group LLP ($1.05M), and GAMMA Investing LLC ($1.01M).

How much institutional buying is happening at Willis Towers Watson Public?

Institutional investors have bought a total of 24,237,495 shares in the last 24 months. This purchase volume represents approximately $7.40B in transactions.

Which of Willis Towers Watson Public's major shareholders have been selling company stock?

Of the 332 institutional investors that sold Willis Towers Watson Public's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Massachusetts Financial Services Co. MA ($3.11M), First Eagle Investment Management LLC ($747.34K), Bank of New York Mellon Corp ($579.27K), Victory Capital Management Inc. ($546.41K), Ameriprise Financial Inc. ($516.84K), Prana Capital Management LP ($331.36K), and Baupost Group LLC MA ($311.08K).

How much institutional selling is happening at Willis Towers Watson Public?

Institutional investors have sold a total of 11,101,024 shares in the last 24 months. This volume of shares sold represents approximately $3.45B in transactions.



This page (NASDAQ:WTW) was last updated on 7/26/2025 by MarketBeat.com Staff
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