Willis Towers Watson — Institutional Ownership

Which tracked institutions hold WTW, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

40
Funds holding
$5964327841
Total value held
Buying
30 added/new · 9 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $2173030845 8314002 +200776 +2.47%
2 State Street Corp $1132048480 4315443 +98608 +2.34%
3 Invesco Ltd. $567611596 2171679 +2171679 NEW BUY
4 Northern Trust Corp $274198040 1049080 -49805 -4.53%
5 Janus Henderson Group Plc $262722761 903762 +903762 NEW BUY
6 Bank Of Montreal /Can/ $243959396 933387 +36368 +4.05%
7 Morgan Stanley $218098259 834440 +19772 +2.43%
8 Goldman Sachs Group Inc $201057569 769245 -166499 -17.79%
9 Bank Of New York Mellon Corp $133066824 509113 +3756 +0.74%
10 Bank Of America Corp /De/ $118655786 453976 -20905 -4.40%
11 Franklin Resources Inc $116845142 447049 +39190 +9.61%
12 Jpmorgan Chase & Co $106622699 402804 +51157 +14.55%
13 Sei Investments Co $95218256 364301 +98745 +37.18%
14 Ubs Group Ag $72424320 277095 +277095 NEW BUY
15 Barclays Plc $60774798 232524 -50865 -17.95%
16 Raymond James Financial Inc $44839581 171556 +14047 +8.92%
17 Citigroup Inc $35348374 135243 +17646 +15.01%
18 Principal Financial Group Inc $29919547 114472 +950 +0.84%
19 Royal Bank Of Canada $22716000 86916 +10681 +14.01%
20 Wells Fargo & Company/Mn $14092078 53916 +11666 +27.61%
21 Federated Hermes, Inc. $8653699 33109 +33109 NEW BUY
22 Ameriprise Financial Inc $6537585 24998 +24998 NEW BUY
23 Stifel Financial Corp $5050762 19326 +19326 NEW BUY
24 Pnc Financial Services Group, Inc. $3760893 14389 -1949 -11.93%
25 Us Bancorp \De\ $3116053 11922 +236 +2.02%
26 Bank Of Nova Scotia $2683747 10268 -4514 -30.54%
27 Prudential Financial Inc $2252748 8619 +214 +2.55%
28 M&T Bank Corp $2185700 8363 -246 -2.86%
29 Nomura Holdings Inc $2112916 8084 +3830 +90.03%
30 Fifth Third Bancorp $1444592 5527 +682 +14.08%
31 Truist Financial Corp $1012394 3873 -430 -9.99%
32 Alti Global, Inc. $868050 3309 +10 +0.30%
33 Atlantic Union Bankshares Corp $557502 2133 +454 +27.04%
34 First Horizon Corp $525615 2011 +2011 NEW BUY
35 Allstate Corp $252483 966 -6981 -87.84%
36 Zions Bancorporation, National Association /Ut/ $45217 173 +173 NEW BUY
37 Cullen/Frost Bankers, Inc. $13706 52 +52 NEW BUY
38 Tompkins Financial Corp $2352 9 Held
39 Southstate Bank Corp $785 3 +3 NEW BUY
40 Texas Capital Bancshares Inc/Tx $691 2 +2 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.