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HomeStocksWTWInstitutional Holders

WTW logoWillis Towers Watson Public Limited Company (WTW) Institutional Ownership

Q2 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.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
96.6%$23.9B total value · ▲ +1.98 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, ownership indicators, and institutional trend.
36 / 100Bearish
Institutions & Flow698 holders-29 net flow (+68 / -97)

AI Insights & Key Takeaways

  • Negative Institutional Flow (-29)
  • Top 10 holders control 63.6% of institutional value
  • Insiders Buying

Top Institutional Holders of WTW

Ranked by reported Q2 2026 13F market value

Top 10 Holders
63.6%
Top 25 Holders
80.8%

Share of total reported institutional value in WTW held by the largest 10 / 25 filers.

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1MASSACHUSETTS FINANCIAL SERVICES CO /MA/5.5M$2.26B-6.4%5.814%0.72%
2BlackRock, Inc.8.3M$2.17B+2.5%8.803%0.03%
3DODGE & COX8.0M$2.10B+9.4%8.497%1.10%

Quarterly Institutional Activity

Filings activity in WTW during Q2 2026, grouped by how each filer changed its position.

OverviewNew Buyers68Added To130Trimmed480Exited97
  • MASSACHUSETTS FINANCIAL SERVICES CO /MA/$2.26B
  • BlackRock, Inc.$2.17B

WTW Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

QuarterInst. HoldersΔ HoldersOwnership %Δ OwnershipTotal 13F ValueΔ Value
Q2 20266983.9%96.61%+1.98 pp$23.86B18%
Q1 20267261.4%94.63%1.73 pp$29.28B+1.7%
Q4 2025736+3.5%96.36%+2.36 pp$28.80B2.6%
Q3 2025711+0.3%94.00%1.01 pp$29.58B+10%
Q2 20257094.2%95.01%+2.88 pp$26.80B7.3%
Q1 2025740

Recent Insider Activity in WTW

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.

DateInsiderActionSharesPriceValue
May 6, 2026Clarke Lucy Buy2K$263.37$499K
May 4, 2026Hess Carl Aaron Buy2K$255.08$510K

WTW — Frequently Asked Questions

Quick answers to the most common questions about buying WTW stock.

What percentage of WTW is owned by institutions?

Based on Q2 2026 13F filings, institutional ownership of Willis Towers Watson Public Limited Company stands at 96.6%, held across 698 reporting institutions.

Who is the largest institutional holder of WTW?

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.

Is WTW a hedge fund favorite?

No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of WTW.

What is WTW's Smart Money Score?

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.

How many institutions bought WTW this quarter?
4VANGUARD CAPITAL MANAGEMENT LLC6.2M$1.61B+0.1%6.537%0.03%
5HARRIS ASSOCIATES L P5.9M$1.54B-1.8%6.255%2.05%
6Artisan Partners Limited Partnership5.5M$1.45B+46.3%5.867%2.30%
7First Eagle Investment Management, LLC4.5M$1.17B+3.1%4.739%0.97%
8STATE STREET CORP4.3M$1.13B+2.3%4.569%0.02%
9VANGUARD PORTFOLIO MANAGEMENT LLC4.1M$1.06B+0.2%4.304%0.05%
10GEODE CAPITAL MANAGEMENT, LLC2.6M$677.4M+0.4%2.755%0.04%
11FMR LLC2.2M$579.2M+2.9%2.346%0.03%
12Invesco Ltd.2.2M$567.6M-6.7%2.299%0.04%
13NORGES BANK1.4M$374.8M—1.518%0.04%
14NORTHERN TRUST CORP1.0M$274.2M-4.5%1.111%0.03%
15ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1.0M$267.2M+223.3%1.082%0.12%
16DIMENSIONAL FUND ADVISORS LP1.0M$262.9M+0.5%1.065%0.05%
17BANK OF MONTREAL /CAN/933K$244.0M+4.0%0.988%0.08%
18Jupiter Topco LLC916K$239.5M—0.970%0.10%
19MORGAN STANLEY834K$218.1M+2.4%0.884%0.01%
20GOLDMAN SACHS GROUP INC769K$201.1M-17.8%0.815%0.02%
21ABRAMS CAPITAL MANAGEMENT, L.P.721K$188.4M0.0%0.763%3.44%
22ALLIANCEBERNSTEIN L.P.637K$185.2M-35.7%0.674%0.06%
23AMERICAN CENTURY COMPANIES INC671K$175.4M+44.5%0.710%0.08%
24Legal & General Group Plc652K$170.5M-6.8%0.691%0.04%
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC629K$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.

DODGE & COX
$2.10B
  • VANGUARD CAPITAL MANAGEMENT LLC$1.61B
  • HARRIS ASSOCIATES L P$1.54B
  • First Eagle Investment Management, LLC$1.17B
  • STATE STREET CORP$1.13B
  • VANGUARD PORTFOLIO MANAGEMENT LLC$1.06B
  • GEODE CAPITAL MANAGEMENT, LLC$677.4M
  • FMR LLC$579.2M
  • Invesco Ltd.$567.6M
  • NORTHERN TRUST CORP$274.2M
  • +7.7%
    92.13%
    0.73 pp
    $28.92B
    2.5%
    Q4 2024687+5.0%92.86%3.35 pp$29.65B+19%
    Q3 2024654—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.

    68 institutions opened new positions in WTW during Q2 2026, while 97 fully exited. 130 added to existing positions and 480 trimmed.

    How is institutional ownership of WTW changing?

    WTW institutional ownership rose by 1.98 percentage points quarter-over-quarter, with a net change of -28 holders.

    How concentrated is WTW ownership among the top holders?

    The top 10 institutions account for 63.6% of all reported 13F value in WTW, and the top 25 account for 80.8%.

    Where does this WTW institutional ownership data come from?

    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.

    WTWWillis Towers Watson Public Limited Company
    $328.86$31.1B
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