Willis Towers Watson Public Limited Company (WTW) Institutional OwnershipQ2 2026 13F Data|Updated 2026-11-07
Institutional ownership increased this quarter (+1.98 pp), though top 10 holders maintain a highly concentrated 63.6% of institutional value.
Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in WTW held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5.5M | $2.26B | -6.4% | 5.814% | 0.72% |
| 2 | BlackRock, Inc. | 8.3M | $2.17B | +2.5% | 8.803% | 0.03% |
| 3 | DODGE & COX | 8.0M | $2.10B | +9.4% | 8.497% | 1.10% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 6.2M | $1.61B | +0.1% | 6.537% | 0.03% |
| 5 | HARRIS ASSOCIATES L P | 5.9M | $1.54B | -1.8% | 6.255% | 2.05% |
| 6 | Artisan Partners Limited Partnership | 5.5M | $1.45B | +46.3% | 5.867% | 2.30% |
| 7 | First Eagle Investment Management, LLC | 4.5M | $1.17B | +3.1% | 4.739% | 0.97% |
| 8 | STATE STREET CORP | 4.3M | $1.13B | +2.3% | 4.569% | 0.02% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.1M | $1.06B | +0.2% | 4.304% | 0.05% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2.6M | $677.4M | +0.4% | 2.755% | 0.04% |
| 11 | FMR LLC | 2.2M | $579.2M | +2.9% | 2.346% | 0.03% |
| 12 | Invesco Ltd. | 2.2M | $567.6M | -6.7% | 2.299% | 0.04% |
| 13 | NORGES BANK | 1.4M | $374.8M | — | 1.518% | 0.04% |
| 14 | NORTHERN TRUST CORP | 1.0M | $274.2M | -4.5% | 1.111% | 0.03% |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.0M | $267.2M | +223.3% | 1.082% | 0.12% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 1.0M | $262.9M | +0.5% | 1.065% | 0.05% |
| 17 | BANK OF MONTREAL /CAN/ | 933K | $244.0M | +4.0% | 0.988% | 0.08% |
| 18 | Jupiter Topco LLC | 916K | $239.5M | — | 0.970% | 0.10% |
| 19 | MORGAN STANLEY | 834K | $218.1M | +2.4% | 0.884% | 0.01% |
| 20 | GOLDMAN SACHS GROUP INC | 769K | $201.1M | -17.8% | 0.815% | 0.02% |
| 21 | ABRAMS CAPITAL MANAGEMENT, L.P. | 721K | $188.4M | 0.0% | 0.763% | 3.44% |
| 22 | ALLIANCEBERNSTEIN L.P. | 637K | $185.2M | -35.7% | 0.674% | 0.06% |
| 23 | AMERICAN CENTURY COMPANIES INC | 671K | $175.4M | +44.5% | 0.710% | 0.08% |
| 24 | Legal & General Group Plc | 652K | $170.5M | -6.8% | 0.691% | 0.04% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 629K | $164.5M | +1.7% | 0.666% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WTW — a direct measure of their conviction.
Filings activity in WTW during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new WTW position in Q2 2026
Institutions that fully closed their WTW position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 698 | 3.9% | 96.61% | +1.98 pp | $23.86B | 18% |
| Q1 2026 | 726 | 1.4% | 94.63% | 1.73 pp | $29.28B | +1.7% |
| Q4 2025 | 736 | +3.5% | 96.36% | +2.36 pp | $28.80B | 2.6% |
| Q3 2025 | 711 | +0.3% | 94.00% | 1.01 pp | $29.58B | +10% |
| Q2 2025 | 709 | 4.2% | 95.01% | +2.88 pp | $26.80B | 7.3% |
| Q1 2025 | 740 | +7.7% | 92.13% | 0.73 pp | $28.92B | 2.5% |
| Q4 2024 | 687 | +5.0% | 92.86% | 3.35 pp | $29.65B | +19% |
| Q3 2024 | 654 | — | 96.21% | — | $24.96B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as a key fundamental indicator because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 6, 2026 | Clarke Lucy | Buy | 2K | $263.37 | $499K |
| May 4, 2026 | Hess Carl Aaron | Buy | 2K | $255.08 | $510K |
Quick answers to the most common questions about buying WTW stock.
Based on Q2 2026 13F filings, institutional ownership of Willis Towers Watson Public Limited Company stands at 96.6%, held across 698 reporting institutions.
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ is the largest reported institutional holder of WTW, with approximately 5,491,383 shares worth $2.26B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of WTW.
Our composite Smart Money Score for WTW is 36 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
68 institutions opened new positions in WTW during Q2 2026, while 97 fully exited. 130 added to existing positions and 480 trimmed.
WTW institutional ownership rose by 1.98 percentage points quarter-over-quarter, with a net change of -28 holders.
The top 10 institutions account for 63.6% of all reported 13F value in WTW, and the top 25 account for 80.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.