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Willis Towers Watson Public (WTW) Institutional Ownership

Willis Towers Watson Public logo
$341.99 +0.84 (+0.25%)
As of 04:00 PM Eastern

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)
380
Total
Institutional Inflows
(last 12 months)
$4.56B
Number of
Institutional Sellers
(last 12 months)
310
Total
Institutional Outflows
(last 12 months)
$2.33B
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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
8/21/2026 Live Oak Private Wealth LLC6,617$1.73M0.2%-13.3%0.007%
8/21/2026 Legacy Financial Advisors Inc.3,734$976K0.1%-4.9%0.004%
8/20/2026 Proficio Capital Partners LLC1,712$448K0.0%+51.0%0.002%
8/20/2026 Quantitative Investment Management LLC6,108$1.60M0.2%-17.8%0.007%
8/20/2026 Greenleaf Trust899$235K0.0%-7.7%0.001%
8/19/2026 New Mexico Educational Retirement Board4,700$1.23M0.0%+4.4%0.005%
8/19/2026 Wellington Management Group LLP16,504$4.31M0.0%+145.3%0.018%
8/18/2026 Public Employees Retirement System of Ohio26,897$7.03M0.0%N/A0.029%
8/11/2026 Westport Asset Management Inc.69,234$18.10M7.4%N/A0.075%
8/7/2026 Trust Co. of Vermont95$25K0.0%N/A0.000%
8/7/2026 Plato Investment Management Ltd2,391$621K0.0%N/A0.003%
8/7/2026 Diamond Hill Capital Management LLC Investment Advisor122,631$32.05M0.3%N/A0.132%
7/21/2026 Merit Financial Group LLC3,311$865K0.0%+46.4%0.004%
7/18/2026 Cary Street Partners Financial LLC7,928$2.07M0.0%-2.4%0.008%
7/18/2026 Merit Financial Group LLC3,311$865K0.0%+46.4%0.004%
7/18/2026 Formidable Asset Management LLC1,460$382K0.1%-8.1%0.002%
7/17/2026 Farther Finance Advisors LLC1,022$268K0.0%+7.1%0.001%
7/17/2026 Fifth Third Wealth Advisors LLC1,047$274K0.0%-5.5%0.001%
7/17/2026 Cary Street Partners Investment Advisory LLC725$189K0.0%-19.9%0.001%
7/17/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS20,861$5.45M0.0%-5.8%0.022%
7/17/2026 River Road Asset Management LLC371,893$97.20M1.1%-23.3%0.394%
7/17/2026 Cidel Asset Management Inc.58,359$15.25M0.7%-42.1%0.062%
7/17/2026 Sequoia Financial Advisors LLC2,630$687K0.0%-28.3%0.003%
7/17/2026 Alhambra Investment Management LLC1,072$280K0.1%-6.5%0.001%
7/17/2026 Capital Advisors Ltd. LLC118$31K0.0%-33.7%0.000%
7/17/2026 Crossmark Global Holdings Inc.3,064$801K0.0%+1.3%0.003%
7/16/2026 Canoe Financial LP10,225$2.67M0.0%-27.6%0.011%
7/16/2026 Aaron Wealth Advisors LLC1,834$479K0.0%+83.0%0.002%
7/16/2026 Harbour Capital Advisors LLC1,618$469K0.1%-5.5%0.002%
7/15/2026 Wealth Enhancement Advisory Services LLC4,132$1.20M0.0%-23.7%0.004%
7/15/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management929$243K0.0%-16.9%0.001%
7/15/2026 QRG Capital Management Inc.1,820$476K0.0%-14.4%0.002%
7/14/2026 Portside Wealth Group LLC3,487$911K0.1%+10.6%0.004%
7/14/2026 Trust Asset Management LLC1,078$282K0.0%-3.9%0.001%
7/14/2026 LRI Investments LLC334$87K0.0%+38.6%0.000%
7/14/2026 Y Intercept Hong Kong Ltd13,081$3.42M0.1%-37.5%0.014%
7/14/2026 Cromwell Holdings LLC240$63K0.0%+41.2%0.000%
7/14/2026 United Asset Strategies Inc.1,020$267K0.0%-22.7%0.001%
7/10/2026 Handelsbanken Fonder AB25,987$6.79M0.0%+3.3%0.028%
7/9/2026 Polianta Ltd6,500$1.70M0.2%N/A0.007%
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7/8/2026 Chesley Taft & Associates LLC31,336$8.19M0.3%-3.3%0.033%
7/8/2026 Czech National Bank26,884$7.03M0.0%+3.8%0.028%
7/8/2026 Assenagon Asset Management S.A.3,328$870K0.0%-9.4%0.004%
7/8/2026 Evanson Financial LLC1,176$307K0.0%N/A0.001%
7/7/2026 Trust Asset Management LLC1,078$282K0.0%-3.9%0.001%
7/7/2026 GAMMA Investing LLC2,062$539K0.0%-22.2%0.002%
7/2/2026 MassMutual Private Wealth & Trust FSB337$88K0.0%-11.5%0.000%
7/2/2026 Versant Capital Management Inc380$99K0.0%-20.5%0.000%
7/2/2026 CX Institutional1,500$392K0.0%+60.9%0.002%
6/18/2026 Pacer Advisors Inc.8,206$2.39M0.0%-22.8%0.009%
6/9/2026 Rathbones Group PLC2,361$686K0.0%-6.3%0.002%
6/3/2026 NewEdge Advisors LLC6,299$1.83M0.0%+74.1%0.007%
5/28/2026 Carlson Capital L.P.1,100$320K0.1%N/A0.001%
5/26/2026 Glenmede Trust Co. NA4,166$1.21M0.0%+134.3%0.004%
5/22/2026 Summitry LLC962$280K0.0%+11.2%0.001%
5/19/2026 Western Wealth Management LLC104$30K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE474,881$138.05M0.0%-12.0%0.503%
5/19/2026Janus Henderson Group PLC903,762$262.72M0.1%+1.0%0.957%
5/19/2026 Strategic Investment Advisors MI482$140K0.0%N/A0.001%
5/18/2026 Amundi365,952$106.38M0.0%+14.1%0.387%
5/18/2026 EverSource Wealth Advisors LLC1,336$389K0.0%+42.9%0.001%
5/18/2026California State Teachers Retirement System153,370$44.59M0.0%-3.3%0.162%
5/18/2026 Royal Bank of Canada76,235$22.16M0.0%-53.9%0.081%
5/18/2026 Empowered Funds LLC8,696$2.53M0.0%+71.2%0.009%
5/18/2026Evelyn Partners Investment Management LLP2,653$771K0.0%+10.0%0.003%
5/16/2026 The Manufacturers Life Insurance Company46,897$13.63M0.0%-8.4%0.050%
5/16/2026 Quantinno Capital Management LP47,723$13.87M0.0%+19.5%0.051%
5/16/2026 SummitTX Capital L.P.1,990$578K0.0%-62.4%0.002%
5/16/2026 Lazard Asset Management LLC2,143$623K0.0%-91.5%0.002%
5/15/2026 OMERS ADMINISTRATION Corp4,653$1.35M0.0%+26.1%0.005%
5/15/2026 Waverly Advisors LLC1,127$327K0.0%-3.8%0.001%
5/15/2026 London Co. of Virginia10,865$3.16M0.0%+3.6%0.012%
5/15/2026 Sustainable Insight Capital Management LLC8,482$2.47M0.8%N/A0.009%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund5,974$1.74M0.0%+57.8%0.006%
5/14/2026 Dai ichi Life Insurance Company Ltd16,591$4.82M0.1%-9.3%0.018%
5/14/2026 Renaissance Technologies LLC103,400$30.06M0.0%N/A0.109%
5/14/2026 Bollard Group LLC310$90K0.0%-60.5%0.000%
5/14/2026 Gabelli Funds LLC2,800$814K0.0%+7.7%0.003%
5/14/2026 Public Employees Retirement System of Ohio29,283$8.51M0.0%-5.8%0.031%
5/14/2026 Compound Planning Inc.773$225K0.0%-13.9%0.001%
5/14/2026 Arrowstreet Capital Limited Partnership316,158$91.91M0.0%+183.7%0.335%
5/14/2026 Clarkston Capital Partners LLC32,180$9.36M0.7%-89.4%0.034%
5/14/2026 Inceptionr LLC1,363$396K0.1%N/A0.001%
5/14/2026 Bank of Nova Scotia14,782$4.30M0.0%-9.1%0.016%
5/14/2026Gibbs Wealth Management1,647$479K0.1%+98.0%0.002%
5/14/2026 Sei Investments Co.265,556$77.19M0.1%+0.9%0.281%
5/14/2026 Lido Advisors LLC1,631$476K0.0%-30.9%0.002%
5/13/2026 Cetera Investment Advisers4,382$1.27M0.0%-9.7%0.005%
5/13/2026 CI Investments Inc.22,990$6.68M0.0%-62.0%0.024%
5/13/2026 First Trust Advisors LP154,214$44.83M0.0%+19.1%0.163%
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5/12/2026 Westpac Banking Corp286$83K0.0%-49.2%0.000%
5/12/2026 Phillip James Consulting Co.427$124K0.1%N/A0.000%
5/12/2026 ABN Amro Investment Solutions4,234$1.23M0.0%N/A0.004%
5/8/2026 PNC Financial Services Group Inc.16,338$4.75M0.0%-19.2%0.017%
5/8/2026 Baader Bank Aktiengesellschaft1,385$403K0.0%N/A0.001%
5/8/2026Andra AP fonden3,876$1.13M0.0%N/A0.004%
5/8/2026 Johnson Financial Group Inc.114$33K0.0%-55.5%0.000%
5/7/2026 Meeder Advisory Services Inc.741$215K0.0%-32.5%0.001%
5/7/2026 Dimensional Fund Advisors LP1,000,558$290.86M0.1%+1.2%1.059%
5/7/2026 Parallel Advisors LLC564$164K0.0%-16.4%0.001%


WTW Institutional Ownership - Frequently Asked Questions

During the previous two years, 765 institutional investors and hedge funds held shares of Willis Towers Watson Public. The most heavily invested institutionals were Vanguard Group Inc. ($3.69B), Dodge & Cox ($2.28B), Massachusetts Financial Services Co. MA ($1.96B), First Eagle Investment Management LLC ($1.40B), State Street Corp ($1.39B), FMR LLC ($1.15B), and T. Rowe Price Investment Management Inc. ($1.15B).Learn more on Willis Towers Watson Public's institutional investors.

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

Of the 647 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), Dodge & Cox ($6.93M), Norges Bank ($4.60M), T. Rowe Price Investment Management Inc. ($1.95M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($1.60M), FMR LLC ($1.31M), and Wellington Management Group LLP ($1.06M).

Institutional investors have bought a total of 13,818,236 shares in the last 24 months. This purchase volume represents approximately $4.56B in transactions.

Of the 310 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: T. Rowe Price Investment Management Inc. ($476.23K), Clarkston Capital Partners LLC ($439.59K), Victory Capital Management Inc. ($308.74K), Price T Rowe Associates Inc. MD ($283.30K), Barrow Hanley Mewhinney & Strauss LLC ($277.57K), River Road Asset Management LLC ($262.25K), and Massachusetts Financial Services Co. MA ($260.49K).

Institutional investors have sold a total of 7,107,235 shares in the last 24 months. This volume of shares sold represents approximately $2.33B in transactions.



Institutional ownership data for NASDAQ:WTW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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