# WILLIS TOWERS WATSON PLC LTD (WTW)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WTW/

- Reporting holders: 21
- Reported value: $4.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [S.E.E.D. Planning Group LLC](https://holderbook.com/funds/1765515-s-e-e-d-planning-group-llc/) | $676.2K | 2,346 | 0.2% | 15 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $633.0K | 2,196 | 0.0% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $518.0K | 1,739 | 0.0% | 9 |
| [JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/2122180-journey-retirement-planning-investment-management-llc/) | $486.0K | 1,686 | 0.3% | 3 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $425.1K | 1,475 | 0.0% | 6 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $364.9K | 1,266 | 0.0% | 17 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $304.3K | 1,056 | 0.0% | 16 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $206.7K | 717 | 0.0% | 1 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $142.1K | 493 | 0.0% | 32 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $84.2K | 292 | 0.0% | 23 |
| [ATMOS ADVISORY, LLC](https://holderbook.com/funds/1905162-atmos-advisory-llc/) | $55.3K | 192 | 0.0% | 1 |
| [Aventus Investment Advisors, Inc.](https://holderbook.com/funds/2093055-aventus-investment-advisors-inc/) | $31.4K | 109 | 0.0% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $21.6K | 75 | 0.0% | 11 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $14.1K | 49 | 0.0% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $10.7K | 37 | 0.0% | 5 |
| [Mn Services Vermogensbeheer B.V.](https://holderbook.com/funds/1666940-mn-services-vermogensbeheer-b-v/) | $8.1K | 28,154 | 0.1% | 31 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $4.0K | 14 | 0.0% | 6 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $2.3K | 8 | 0.0% | 2 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $2.0K | 7 | 0.0% | 1 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $1.4K | 5 | 0.0% | 2 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $865 | 3 | 0.0% | 1 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $576 | 2 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $454 | 1,575 | 0.0% | 9 |
| [Polaris Financial Partners](https://holderbook.com/funds/2103435-polaris-financial-partners/) | $1 | 2 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 21 | $4.0M |
| Q2 2026 | 698 | $26.3B |
| Q1 2026 | 723 | $27.3B |
| Q4 2025 | 751 | $31.8B |
| Q3 2025 | 729 | $31.8B |
| Q2 2025 | 723 | $28.7B |
| Q1 2025 | 760 | $31.8B |
| Q4 2024 | 710 | $29.6B |
| Q3 2024 | 671 | $27.7B |
| Q2 2024 | 654 | $24.8B |
| Q1 2024 | 663 | $26.7B |
| Q4 2023 | 633 | $23.4B |