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Willis Towers Watson Public (WTW) Institutional Ownership

Willis Towers Watson Public logo
$335.92 -0.13 (-0.04%)
Closing price 07/31/2026 04:00 PM Eastern
Extended Trading
$335.94 +0.01 (+0.00%)
As of 07/31/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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)
432
Total
Institutional Inflows
(last 12 months)
$6.38B
Number of
Institutional Sellers
(last 12 months)
345
Total
Institutional Outflows
(last 12 months)
$2.91B
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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
7/21/2026 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%
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%
6/18/2026Pacer Advisors Inc.8,206$2.39M0.0%-22.8%0.009%
6/9/2026 Rathbones Group PLC2,361$686K0.0%-6.3%0.002%
6/3/2026NewEdge Advisors LLC6,299$1.83M0.0%+74.1%0.007%
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5/28/2026Carlson Capital L.P.1,100$320K0.1%N/A0.001%
5/26/2026Glenmede Trust Co. NA4,166$1.21M0.0%+134.3%0.004%
5/22/2026 Summitry LLC962$280K0.0%+11.2%0.001%
5/19/2026Western Wealth Management LLC104$30K0.0%N/A0.000%
5/19/2026Bank 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%
5/19/2026Strategic Investment Advisors MI482$140K0.0%N/A0.001%
5/18/2026Amundi365,952$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%
5/18/2026Royal Bank of Canada76,235$22.16M0.0%-53.9%0.081%
5/18/2026Empowered Funds LLC8,696$2.53M0.0%+71.2%0.009%
5/18/2026Evelyn Partners Investment Management LLP2,653$771K0.0%+10.0%0.003%
5/16/2026The Manufacturers Life Insurance Company 46,897$13.63M0.0%-8.4%0.050%
5/16/2026Quantinno Capital Management LP47,723$13.87M0.0%+19.5%0.051%
5/16/2026SummitTX Capital L.P.1,990$578K0.0%-62.4%0.002%
5/16/2026Lazard Asset Management LLC2,143$623K0.0%-91.5%0.002%
5/15/2026OMERS ADMINISTRATION Corp4,653$1.35M0.0%+26.1%0.005%
5/15/2026Waverly Advisors LLC1,127$327K0.0%-3.8%0.001%
5/15/2026London Co. of Virginia10,865$3.16M0.0%+3.6%0.012%
5/15/2026Sustainable Insight Capital Management LLC8,482$2.47M0.8%N/A0.009%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund5,974$1.74M0.0%+57.8%0.006%
5/14/2026Dai ichi Life Insurance Company Ltd16,591$4.82M0.1%-9.3%0.018%
5/14/2026Renaissance Technologies LLC103,400$30.06M0.0%N/A0.109%
5/14/2026Bollard Group LLC310$90K0.0%-60.5%0.000%
5/14/2026Gabelli Funds LLC2,800$814K0.0%+7.7%0.003%
5/14/2026Public Employees Retirement System of Ohio29,283$8.51M0.0%-5.8%0.031%
5/14/2026Compound Planning Inc.773$225K0.0%-13.9%0.001%
5/14/2026Arrowstreet Capital Limited Partnership316,158$91.91M0.0%+183.7%0.335%
5/14/2026Clarkston Capital Partners LLC32,180$9.36M0.7%-89.4%0.034%
5/14/2026Inceptionr LLC1,363$396K0.1%N/A0.001%
5/14/2026Bank of Nova Scotia14,782$4.30M0.0%-9.1%0.016%
5/14/2026Gibbs Wealth Management1,647$479K0.1%+98.0%0.002%
5/14/2026Sei Investments Co.265,556$77.19M0.1%+0.9%0.281%
5/14/2026Lido Advisors LLC1,631$476K0.0%-30.9%0.002%
5/13/2026Cetera Investment Advisers4,382$1.27M0.0%-9.7%0.005%
5/13/2026CI Investments Inc.22,990$6.68M0.0%-62.0%0.024%
5/13/2026First Trust Advisors LP154,214$44.83M0.0%+19.1%0.163%
5/12/2026Westpac 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%
5/8/2026PNC 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%
5/8/2026Johnson Financial Group Inc.114$33K0.0%-55.5%0.000%
5/7/2026Meeder Advisory Services Inc.741$215K0.0%-32.5%0.001%
5/7/2026Dimensional Fund Advisors LP1,000,558$290.86M0.1%+1.2%1.059%
5/7/2026Parallel Advisors LLC564$164K0.0%-16.4%0.001%
5/7/2026Ironwood Investment Counsel LLC1,999$581K0.1%-2.9%0.002%
5/7/2026KBC Group NV19,465$5.66M0.0%+1.1%0.021%
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5/7/2026SEB Asset Management AB37,133$10.80M0.0%N/A0.039%
5/7/2026Swiss National Bank281,010$81.69M0.0%+5.1%0.298%
5/7/2026 Mediolanum International Funds Ltd2,907$842K0.0%N/A0.003%
5/7/2026Heartland Advisors Inc.13,842$4.02M0.2%-11.3%0.015%
5/6/2026California Public Employees Retirement System218,825$63.61M0.0%-12.4%0.232%
5/6/2026 Assetmark Inc.1,095$318K0.0%-84.6%0.001%
5/6/2026Bessemer Group Inc.1,640$476K0.0%+21.1%0.002%
5/6/2026Allspring Global Investments Holdings LLC4,321$1.24M0.0%-1.6%0.005%
5/5/2026Wealthfront Advisers LLC19,493$5.67M0.0%+12.9%0.021%
5/5/2026 D.A. Davidson & CO.16,648$4.84M0.0%+13.5%0.018%


WTW Institutional Ownership - Frequently Asked Questions

During the previous two years, 768 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 653 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 ($1.05M).

Institutional investors have bought a total of 19,723,132 shares in the last 24 months. This purchase volume represents approximately $6.38B in transactions.

Of the 344 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: Clarkston Capital Partners LLC ($478.39K), T. Rowe Price Investment Management Inc. ($476.23K), Baupost Group LLC MA ($436.60K), Vanguard Group Inc. ($323.56K), Victory Capital Management Inc. ($308.74K), Price T Rowe Associates Inc. MD ($283.30K), and Barrow Hanley Mewhinney & Strauss LLC ($277.57K).

Institutional investors have sold a total of 8,981,589 shares in the last 24 months. This volume of shares sold represents approximately $2.91B in transactions.



This page (NASDAQ:WTW) was last updated on 8/1/2026 by MarketBeat.com Staff.
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