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Institutional Ownership · SEC Form 13F

Who owns Willis Towers Watson Public Limited (WTW)


Which tracked institutional funds hold WTW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WTW company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

641
Institutional holders
90M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on WTW is one-sided between 2026-Q1 and 2026-Q2: 71 added or opened and 267 trimmed or exited — on balance reducing.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

WTW’s largest tracked holder by dollar value, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in WTW divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 641 tracked filers holding WTW, 295 increased or opened the position and 416 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in WTW between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 18

  • Jupiter Topco LLC$239M
  • MARSHALL WACE, LLP$7M
  • Generate Investment Management Ltd$6M
  • EASTERLY INVESTMENT PARTNERS LLC$3M
  • Zurich Insurance Group Ltd/FI$2M
  • STANCE CAPITAL LLC$2M

Full exits 64

  • JANUS HENDERSON GROUP PLC$263M
  • BAUPOST GROUP LLC/MA$260M
  • T. Rowe Price Investment Management, Inc.$196M
  • Amundi$106M
  • BARROW HANLEY MEWHINNEY & STRAUSS LLC$63M
  • NATIXIS ADVISORS, LLC$28M

Largest adds

  • BlackRock, Inc.$351M
  • Artisan Partners Limited Partnership$347M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$175M
  • PRICE T ROWE ASSOCIATES INC /MD/$156M
  • AMERICAN CENTURY COMPANIES INC$40M
  • PFA Pension, Forsikringsaktieselskab$40M

Largest trims

  • MASSACHUSETTS FINANCIAL SERVICES CO /MA/$323M
  • VICTORY CAPITAL MANAGEMENT INC$308M
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$252M
  • HARRIS ASSOCIATES L P$205M
  • VANGUARD CAPITAL MANAGEMENT LLC$178M
  • NORGES BANK$149M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added8,314,002$2.2B9.3%2026-Q2
DODGE & COX added8,025,392$2.1B9.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added6,174,220$1.6B6.9%2026-Q2
HARRIS ASSOCIATES L P trimmed5,908,033$1.5B6.6%2026-Q2
Artisan Partners Limited Partnership added5,541,048$1.4B6.2%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed5,491,383$2.3B9.7%2026-Q2
First Eagle Investment Management, LLC added4,475,860$1.2B5.0%2026-Q2
STATE STREET CORP added4,315,443$1.1B4.9%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added4,064,712$1.1B4.6%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added2,601,654$677M2.9%2026-Q2
FMR LLC added2,215,896$579M2.5%2026-Q2
Invesco Ltd. trimmed2,171,679$568M2.4%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added1,721,323$450M1.9%2026-Q2
NORGES BANK trimmed1,433,866$375M1.6%2026-Q2
NORTHERN TRUST CORP trimmed1,049,080$274M1.2%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added1,022,261$267M1.1%2026-Q2
DIMENSIONAL FUND ADVISORS LP added1,005,711$263M1.1%2026-Q2
BANK OF MONTREAL /CAN/ added933,387$244M1.0%2026-Q2
Jupiter Topco LLC new916,295$239M1.0%2026-Q2
MORGAN STANLEY added834,440$218M0.9%2026-Q2
GOLDMAN SACHS GROUP INC trimmed769,245$201M0.9%2026-Q2
ABRAMS CAPITAL MANAGEMENT, L.P.720,779$188M0.8%2026-Q2
AMERICAN CENTURY COMPANIES INC added670,954$175M0.8%2026-Q2
Legal & General Group Plc trimmed652,351$171M0.7%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed637,033$185M0.8%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added629,197$164M0.7%2026-Q2
ALTRINSIC GLOBAL ADVISORS LLC trimmed596,575$156M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed530,626$139M0.6%2026-Q2
Bank of New York Mellon Corp added509,113$133M0.6%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed453,976$119M0.5%2026-Q2
FRANKLIN RESOURCES INC added447,049$117M0.5%2026-Q2
CITADEL ADVISORS LLC trimmed382,807$100M0.4%2026-Q2
DEUTSCHE BANK AG\ added375,060$98M0.4%2026-Q2
River Road Asset Management, LLC trimmed371,893$97M0.4%2026-Q2
SEI INVESTMENTS CO added364,301$95M0.4%2026-Q2
PARNASSUS INVESTMENTS, LLC trimmed355,179$93M0.4%2026-Q2
VICTORY CAPITAL MANAGEMENT INC trimmed338,998$89M0.4%2026-Q2
CRAWFORD INVESTMENT COUNSEL INC trimmed329,438$86M0.4%2026-Q2
JPMORGAN CHASE & CO added322,804$85M0.4%2026-Q2
BRANDES INVESTMENT PARTNERS, LP added307,861$80M0.3%2026-Q2
UBS Group AG trimmed277,095$72M0.3%2026-Q2
Swiss National Bank trimmed266,570$70M0.3%2026-Q2
Nuveen, LLC trimmed266,564$70M0.3%2026-Q2
HSBC HOLDINGS PLC added259,766$68M0.3%2026-Q2
JOHNSON INVESTMENT COUNSEL INC trimmed246,960$65M0.3%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed241,420$63M0.3%2026-Q2
Russell Investments Group, Ltd. added236,371$62M0.3%2026-Q2
BARCLAYS PLC trimmed232,524$61M0.3%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. added229,601$60M0.3%2026-Q2
Sumitomo Mitsui Trust Group, Inc. trimmed221,386$58M0.2%2026-Q2
Vanguard Global Advisers, LLC trimmed204,076$53M0.2%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added182,477$48M0.2%2026-Q2
Point72 Asset Management, L.P. added175,202$46M0.2%2026-Q2
CORTLAND ASSOCIATES INC/MO trimmed174,446$46M0.2%2026-Q2
PFA Pension, Forsikringsaktieselskab added174,300$46M0.2%2026-Q2
RHUMBLINE ADVISERS added174,221$46M0.2%2026-Q2
Prana Capital Management, LP added172,242$45M0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC added171,556$45M0.2%2026-Q2
California Public Employees Retirement System trimmed171,227$45M0.2%2026-Q2
National Pension Service added170,881$45M0.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed169,752$44M0.2%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC added160,322$42M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed151,726$40M0.2%2026-Q2
FIRST TRUST ADVISORS LP trimmed147,759$39M0.2%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added144,640$38M0.2%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD added144,066$38M0.2%2026-Q2
CITIGROUP INC trimmed135,243$35M0.2%2026-Q2
Gotham Asset Management, LLC added126,344$33M0.1%2026-Q2
Diamond Hill Capital Management, LLC (Investment Advisor) trimmed122,631$32M0.1%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added114,472$30M0.1%2026-Q2
NEW SOUTH CAPITAL MANAGEMENT INC trimmed97,401$25M0.1%2026-Q2
MACKENZIE FINANCIAL CORP added90,202$24M0.1%2026-Q2
ROYAL BANK OF CANADA added86,916$23M0.1%2026-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed84,188$22M0.1%2026-Q2
BAMCO INC /NY/ trimmed84,157$22M0.1%2026-Q2
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed83,918$22M0.1%2026-Q2
AVIVA PLC trimmed83,031$22M0.1%2026-Q2
Aberdeen Group plc added81,632$21M0.1%2026-Q2
APG Asset Management N.V. added80,733$18M0.1%2026-Q2
Quantinno Capital Management LP added79,933$21M0.1%2026-Q2
INTECH INVESTMENT MANAGEMENT LLC added77,631$20M0.1%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed76,384$20M0.1%2026-Q2
BROWN ADVISORY INC trimmed74,997$20M0.1%2026-Q2
DANSKE BANK A/S trimmed71,469$19M0.1%2026-Q2
AMF Tjanstepension AB69,828$18M0.1%2026-Q2
WESTPORT ASSET MANAGEMENT INC69,234$18M0.1%2026-Q2
FIL Ltd added67,822$18M0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND trimmed65,220$17M0.1%2026-Q2
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND added62,298$16M0.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed61,829$16M0.1%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added61,134$16M0.1%2026-Q2
EVENTIDE ASSET MANAGEMENT, LLC trimmed60,725$16M0.1%2026-Q2
CIDEL ASSET MANAGEMENT INC trimmed58,359$15M0.1%2026-Q2
Zurcher Kantonalbank (Zurich Cantonalbank) added58,314$15M0.1%2026-Q2
Vident Advisory, LLC added58,209$15M0.1%2026-Q2
KLP KAPITALFORVALTNING AS added56,095$15M0.1%2026-Q2
Mitsubishi UFJ Trust & Banking Corp added55,930$15M0.1%2026-Q2
WELLS FARGO & COMPANY/MN added53,916$14M0.1%2026-Q2
Pictet Asset Management Holding SA trimmed53,061$14M0.1%2026-Q2
M&G PLC added52,988$14M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership