Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

WILLIS TOWERS WATSON PLC LTD · SHS · quarter ended 2026-03-31 · 8 members disclosed WTW ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 528 holders are listed, largest first: 528
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $24.6B
holders whose share count rose or who opened the position (new + add), by shares: 248
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 97

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of WTW ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$2.6B	5,867,533	−110,283	TRIM
2	BlackRock, Inc.	$2.4B	8,113,226	−354,040	TRIM
3	DODGE & COX	$2.1B	7,332,414	+406,889	ADD
4	VANGUARD CAPITAL MANAGEMENT LLC	$1.8B	6,164,853	—	NO PRIOR
5	HARRIS ASSOCIATES L P	$1.7B	6,017,682	+404,593	ADD
6	First Eagle Investment Management, LLC	$1.3B	4,339,361	+88,559	ADD
7	STATE STREET CORP	$1.2B	4,216,835	−10,204	TRIM
8	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.2B	4,056,990	—	NO PRIOR
9	Artisan Partners Limited Partnership	$1.1B	3,786,617	+324,971	ADD
10	GEODE CAPITAL MANAGEMENT, LLC	$750M	2,589,972	+43,113	ADD
11	Invesco Ltd.	$677M	2,327,401	+114,531	ADD
12	FMR LLC	$626M	2,153,728	−60,847	TRIM
13	ALLIANCEBERNSTEIN L.P.	$326M	991,158	+66,567	ADD
14	NORTHERN TRUST CORP	$319M	1,098,885	−7,178	TRIM
15	DIMENSIONAL FUND ADVISORS LP	$291M	1,000,558	+11,851	ADD
16	Janus Henderson Group Ltd.	$263M	903,762	+9,232	ADD
17	BANK OF MONTREAL /CAN/	$261M	897,019	−44,618	TRIM
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$253M	870,725	+4,719	ADD
19	MORGAN STANLEY	$237M	814,668	−127,721	TRIM
20	ABRAMS CAPITAL MANAGEMENT, L.P.	$210M	720,779	0	NO CHANGE
21	Legal & General Group Plc	$203M	699,955	+9,745	ADD
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$180M	618,416	+16,699	ADD
23	ALTRINSIC GLOBAL ADVISORS LLC	$176M	606,354	+99,526	ADD
24	CITADEL ADVISORS LLC	$167M	574,298	+552,964	ADD
25	VANGUARD FIDUCIARY TRUST CO	$155M	534,847	—	NO PRIOR
26	Bank of New York Mellon Corp	$147M	505,357	+30,887	ADD
27	BANK OF AMERICA CORP /DE/	$138M	474,881	−64,643	TRIM
28	AMERICAN CENTURY COMPANIES INC	$135M	464,366	−179,778	TRIM
29	FRANKLIN RESOURCES INC	$119M	407,859	+356,711	ADD
30	Amundi	$106M	365,952	+45,235	ADD
31	PARNASSUS INVESTMENTS, LLC	$106M	365,225	+7,688	ADD
32	DEUTSCHE BANK AG\	$102M	351,769	+15,229	ADD
33	BALYASNY ASSET MANAGEMENT L.P.	$98.3M	338,086	−94,752	TRIM
34	CRAWFORD INVESTMENT COUNSEL INC	$96.2M	330,769	−646	TRIM
35	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$91.9M	316,158	+204,722	ADD
36	BRANDES INVESTMENT PARTNERS, LP	$86.9M	299,036	+23,445	ADD
37	JOHNSON INVESTMENT COUNSEL INC	$83.7M	288,056	+3,666	ADD
38	AQR CAPITAL MANAGEMENT LLC	$83.2M	287,134	+124,414	ADD
39	UBS Group AG	$81.9M	281,850	−25,667	TRIM
40	Swiss National Bank	$81.7M	281,010	+13,680	ADD
41	Nuveen, LLC	$78.4M	269,654	−47,695	TRIM
42	SEI INVESTMENTS CO	$77.2M	265,556	+2,499	ADD
43	Squarepoint Ops LLC	$76.5M	263,090	+234,547	ADD
44	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$63.6M	218,825	−30,952	TRIM
45	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$62.8M	216,026	+216,026	NEW
46	Mitsubishi UFJ Asset Management Co., Ltd.	$62.6M	215,350	+10,821	ADD
47	Vanguard Global Advisers, LLC	$60.7M	208,771	—	NO PRIOR
48	HSBC HOLDINGS PLC	$55.5M	190,955	−13,637	TRIM
49	CITIGROUP INC	$48.4M	166,638	+49,041	ADD
50	Point72 Asset Management, L.P.	$47.8M	164,284	+127,554	ADD
51	VANGUARD ASSET MANAGEMENT, Ltd	$47.2M	162,214	—	NO PRIOR
52	RAYMOND JAMES FINANCIAL INC	$45.8M	157,509	+14,804	ADD
53	FIRST TRUST ADVISORS LP	$44.8M	154,214	+24,758	ADD
54	National Pension Service	$43.1M	148,114	+148,114	NEW
55	Prana Capital Management, LP	$35.7M	122,661	+122,661	NEW
56	Korea Investment CORP	$35.4M	121,643	+95,580	ADD
57	EXCHANGE TRADED CONCEPTS, LLC	$35.2M	121,008	+60,149	ADD
58	ADAGE CAPITAL PARTNERS GP, L.L.C.	$34.9M	120,188	+53,700	ADD
59	CANADA PENSION PLAN INVESTMENT BOARD	$34.3M	118,032	+14,977	ADD
60	PRINCIPAL FINANCIAL GROUP INC	$33.0M	113,522	+1,523	ADD
61	RENAISSANCE TECHNOLOGIES LLC	$30.1M	103,400	+103,400	NEW
62	CIDEL ASSET MANAGEMENT INC	$29.3M	100,725	−29,465	TRIM
63	Gotham Asset Management, LLC	$28.4M	97,616	−14,342	TRIM
64	BNP Paribas Asset Management Holding S.A.	$26.7M	91,926	+8,233	ADD
65	GFS Advisors, LLC	$26.4M	191,120	+191,120	NEW
66	DANSKE BANK A/S	$25.8M	88,818	+16,189	ADD
67	Woodline Partners LP	$25.5M	87,600	+85,815	ADD
68	BAMCO INC /NY/	$25.0M	85,918	−470	TRIM
69	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$24.9M	85,545	−965	TRIM
70	Alberta Investment Management Corp	$23.3M	80,000	−60,400	TRIM
71	ROYAL BANK OF CANADA	$22.2M	76,235	+76,235	NEW
72	Aberdeen Group plc	$22.0M	75,523	+2,816	ADD
73	BROWN ADVISORY INC	$21.8M	75,163	+6,438	ADD
74	AMF Tjanstepension AB	$20.3M	69,828	+2,008	ADD
75	NEW YORK STATE COMMON RETIREMENT FUND	$19.7M	67,920	−1,500	TRIM
76	Universal- Beteiligungs- und Servicegesellschaft mbH	$18.4M	63,285	+7,443	ADD
77	EVENTIDE ASSET MANAGEMENT, LLC	$18.3M	63,113	+63,113	NEW
78	STOREBRAND ASSET MANAGEMENT AS	$18.3M	62,879	—	NO PRIOR
79	FIL Ltd	$18.1M	62,371	+30,487	ADD
80	ENVESTNET ASSET MANAGEMENT INC	$18.1M	62,166	−22,930	TRIM
81	INTECH INVESTMENT MANAGEMENT LLC	$17.9M	61,496	+41,491	ADD
82	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$17.5M	60,128	+60,128	NEW
83	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$17.2M	59,338	+22,010	ADD
84	VICTORY CAPITAL MANAGEMENT INC	$16.8M	57,800	+57,800	NEW
85	Zurcher Kantonalbank (Zurich Cantonalbank)	$16.8M	57,640	+57,640	NEW
86	PUBLIC SECTOR PENSION INVESTMENT BOARD	$16.6M	57,036	+32,668	ADD
87	APG Asset Management N.V.	$16.5M	65,360	−2,760	TRIM
88	KLP KAPITALFORVALTNING AS	$16.0M	54,975	0	NO CHANGE
89	MACKENZIE FINANCIAL CORP	$15.5M	53,411	+15,835	ADD
90	Pictet Asset Management Holding SA	$15.5M	53,354	−91	TRIM
91	STATE OF WISCONSIN INVESTMENT BOARD	$14.9M	51,262	+767	ADD
92	Quantinno Capital Management LP	$13.9M	47,723	+7,788	ADD
93	Vanguard Investments Australia, Ltd.	$13.8M	47,534	—	NO PRIOR
94	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$13.6M	46,897	−4,292	TRIM
95	Chevy Chase Trust Holdings, LLC	$13.6M	46,864	−1,704	TRIM
96	ROYAL LONDON ASSET MANAGEMENT LTD	$12.8M	44,028	−545	TRIM
97	CIBC Asset Management Inc	$12.3M	42,465	−7,627	TRIM
98	WELLS FARGO & COMPANY/MN	$12.3M	42,250	−9,061	TRIM
99	TEACHER RETIREMENT SYSTEM OF TEXAS	$12.2M	42,103	+38,223	ADD
100	Asset Management One Co., Ltd.	$12.2M	42,008	−1,485	TRIM
101	Vident Advisory, LLC	$12.2M	41,968	+12,531	ADD
102	Man Group plc	$11.9M	40,942	+26,710	ADD
103	NATIONAL BANK OF CANADA /FI/	$11.9M	40,877	+15,754	ADD
104	Clearbridge Investments, LLC	$11.6M	39,963	−4,196	TRIM
105	FEDERATED HERMES, INC.	$11.1M	38,231	+7,730	ADD
106	Varma Mutual Pension Insurance Co	$11.0M	37,900	0	NO CHANGE
107	LPL Financial LLC	$10.9M	37,459	+2,428	ADD
108	SEB Asset Management AB	$10.8M	37,133	—	NO PRIOR
109	TD ASSET MANAGEMENT INC	$10.7M	36,692	−4,512	TRIM
110	Kingsview Wealth Management, LLC	$10.7M	36,676	+9,914	ADD
111	Schonfeld Strategic Advisors LLC	$10.3M	35,473	+35,473	NEW
112	M&G Plc	$10.2M	35,153	−3,214	TRIM
113	Leeward Investments, LLC - MA	$10.1M	34,715	−1,195	TRIM
114	NOMURA ASSET MANAGEMENT CO LTD	$10.0M	34,526	−726	TRIM
115	EXENCIAL WEALTH ADVISORS, LLC	$9.6M	33,105	−1,214	TRIM
116	State of New Jersey Common Pension Fund D	$9.5M	32,641	−1,094	TRIM
117	Chesley Taft & Associates LLC	$9.4M	32,406	−55	TRIM
118	Clarkston Capital Partners, LLC	$9.4M	32,180	−271,080	TRIM
119	CREDIT AGRICOLE S A	$9.3M	31,947	+10,518	ADD
120	Lansforsakringar Fondforvaltning AB (publ)	$9.1M	31,223	+158	ADD
121	Resona Asset Management Co.,Ltd.	$9.0M	30,801	−522	TRIM
122	Northwest & Ethical Investments L.P.	$8.6M	29,703	+29,703	NEW
123	CIBC Bancorp USA Inc.	$8.4M	28,824	—	NO PRIOR
124	SCHRODER INVESTMENT MANAGEMENT GROUP	$8.3M	28,914	−864	TRIM
125	Tredje AP-fonden	$8.2M	28,249	−13,293	TRIM
126	Focus Partners Wealth	$7.7M	26,671	+4,945	ADD
127	Arizona State Retirement System	$7.6M	26,017	−720	TRIM
128	Czech National Bank	$7.5M	25,895	+647	ADD
129	STATE OF MICHIGAN RETIREMENT SYSTEM	$7.5M	25,692	−300	TRIM
130	Woodbridge CO LTD	$7.3M	25,234	0	NO CHANGE
131	Daiwa Securities Group Inc.	$7.1M	24,380	−1,214	TRIM
132	Rafferty Asset Management, LLC	$6.7M	23,115	−6,088	TRIM
133	CI INVESTMENTS INC.	$6.7M	22,990	−37,441	TRIM
134	Bridgewater Associates, LP	$6.5M	22,294	−22,515	TRIM
135	MetLife Investment Management, LLC	$6.5M	22,225	−729	TRIM
136	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$6.4M	22,148	−124	TRIM
137	Rockefeller Capital Management L.P.	$6.3M	21,522	−121,016	TRIM
138	Jain Global LLC	$6.1M	20,991	−29,209	TRIM
139	Y-Intercept (Hong Kong) Ltd	$6.1M	20,913	+20,913	NEW
140	DnB Asset Management AS	$5.9M	20,370	+425	ADD
141	Mirae Asset Global Investments Co., Ltd.	$5.9M	20,194	+2,394	ADD
142	Retirement Systems of Alabama	$5.9M	20,191	−179	TRIM
143	Dakota Wealth Management	$5.7M	19,667	−2,500	TRIM
144	Eurizon Capital SGR S.p.A.	$5.7M	19,601	+19,601	NEW
145	Elo Mutual Pension Insurance Co	$5.7M	19,494	+8,164	ADD
146	Wealthfront Advisers LLC	$5.7M	19,493	+2,222	ADD
147	Cerity Partners LLC	$5.7M	19,460	−16,337	TRIM
148	POLEN CAPITAL MANAGEMENT LLC	$5.6M	19,376	−8,049	TRIM
149	IFM Investors Pty Ltd	$5.6M	19,366	+59	ADD
150	ProShare Advisors LLC	$5.6M	19,354	−976	TRIM
151	Creative Planning	$5.6M	19,318	+5,232	ADD
152	VOYA INVESTMENT MANAGEMENT LLC	$5.5M	18,811	−140	TRIM
153	PFA Pension, Forsikringsaktieselskab	$5.4M	18,535	+18,535	NEW
154	XPONANCE LLC	$5.4M	18,416	−295	TRIM
155	Federation des caisses Desjardins du Quebec	$5.3M	18,306	+603	ADD
156	Interval Partners, LP	$5.3M	18,061	−3,790	TRIM
157	USS Investment Management Ltd	$5.1M	17,692	+1,504	ADD
158	Sendero Wealth Management, LLC	$5.1M	17,584	+473	ADD
159	Timber Creek Capital Management LLC	$5.1M	17,546	−1,363	TRIM
160	STIFEL FINANCIAL CORP	$5.0M	17,174	−2,978	TRIM
161	D.A. DAVIDSON & CO.	$4.8M	16,648	+16,648	NEW
162	Dai-ichi Life Insurance Company, Ltd	$4.8M	16,591	−1,696	TRIM
163	MARATHON CAPITAL MANAGEMENT	$4.8M	16,542	−38	TRIM
164	Utah Retirement Systems	$4.5M	15,555	−494	TRIM
165	Ensign Peak Advisors, Inc	$4.4M	15,307	−21,257	TRIM
166	BANK OF NOVA SCOTIA	$4.3M	14,782	−1,482	TRIM
167	NEOS Investment Management LLC	$4.3M	14,728	+87	ADD
168	MACQUARIE GROUP LTD	$4.2M	14,331	−6,837	TRIM
169	Financial Engines Advisors L.L.C.	$4.1M	14,032	−56	TRIM
170	HEARTLAND ADVISORS INC	$4.0M	13,842	−1,758	TRIM
171	Swedbank AB	$4.0M	13,634	−490	TRIM
172	ARQ WEALTH ADVISORS, LLC	$3.9M	13,552	+12,185	ADD
173	Sone Capital Management, LLC	$3.9M	13,437	+13,437	NEW
174	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.8M	13,201	−4,082	TRIM
175	Vestmark Advisory Solutions, Inc.	$3.8M	12,988	+781	ADD
176	Engineers Gate Manager LP	$3.7M	12,858	+10,391	ADD
177	Ethic Inc.	$3.7M	12,808	−1,159	TRIM
178	Sumitomo Mitsui DS Asset Management Company, Ltd	$3.7M	12,802	0	NO CHANGE
179	Tidal Investments LLC	$3.7M	12,755	+12,755	NEW
180	IFC Advisors LLC	$3.5M	12,203	+68	ADD
181	US BANCORP \DE\	$3.4M	11,686	−40	TRIM
182	Numerai GP LLC	$3.4M	11,573	+11,573	NEW
183	Aquatic Capital Management LLC	$3.4M	11,567	+11,567	NEW
184	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$3.3M	11,206	+89	ADD
185	Vanguard Personalized Indexing Management, LLC	$3.2M	10,975	−1,857	TRIM
186	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.2M	10,921	−8,901	TRIM
187	HOHIMER WEALTH MANAGEMENT, LLC	$3.2M	10,898	+10,898	NEW
188	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.2M	10,876	−79	TRIM
189	LONDON CO OF VIRGINIA	$3.2M	10,865	+382	ADD
190	Murphy Pohlad Asset Management LLC	$3.1M	10,795	−75	TRIM
191	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$3.0M	10,429	+2,247	ADD
192	Pathstone Holdings, LLC	$3.0M	10,190	+430	ADD
193	AMG National Trust Bank	$2.9M	10,120	+952	ADD
194	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.9M	10,113	−169	TRIM
195	NORDEA INVESTMENT MANAGEMENT AB	$2.9M	10,140	+23	ADD
196	MERCER GLOBAL ADVISORS INC /ADV	$2.9M	9,841	+996	ADD
197	IEQ CAPITAL, LLC	$2.8M	9,601	+8,568	ADD
198	NEW VERNON INVESTMENT MANAGEMENT LLC	$2.8M	9,533	−9,533	TRIM
199	Summit Trail Advisors, LLC	$2.8M	9,530	+498	ADD
200	ASR Vermogensbeheer N.V.	$2.7M	9,442	+140	ADD
201	Bank Julius Baer & Co. Ltd, Zurich	$2.7M	9,464	−1,875	TRIM
202	Orion Porfolio Solutions, LLC	$2.7M	9,228	+1,480	ADD
203	FORA Capital, LLC	$2.7M	9,194	+9,194	NEW
204	Avanza Fonder AB	$2.7M	9,128	0	NO CHANGE
205	TOCQUEVILLE ASSET MANAGEMENT L.P.	$2.6M	8,824	−340	TRIM
206	Baird Financial Group, Inc.	$2.6M	8,804	+8,804	NEW
207	Empowered Funds, LLC	$2.5M	8,696	+3,616	ADD
208	AIGEN INVESTMENT MANAGEMENT, LP	$2.5M	8,578	+8,578	NEW
209	Sustainable Insight Capital Management, LLC	$2.5M	8,482	+8,482	NEW
210	PRUDENTIAL FINANCIAL INC	$2.4M	8,405	−1,680	TRIM
211	M&T BANK CORP	$2.4M	8,403	−206	TRIM
212	MILLENNIUM MANAGEMENT LLC	$2.4M	8,250	−18,650	TRIM
213	South Shore Capital Advisors	$2.3M	7,773	−303	TRIM
214	ExodusPoint Capital Management, LP	$2.2M	7,733	+7,733	NEW
215	Live Oak Private Wealth LLC	$2.2M	7,633	+481	ADD
216	MONTAG A & ASSOCIATES INC	$2.2M	7,606	−930	TRIM
217	Stratos Wealth Partners, LTD.	$2.2M	7,613	−187	TRIM
218	Mariner, LLC	$2.1M	7,234	+1,682	ADD
219	Corient Private Wealth LLC	$2.0M	7,306	−8,633	TRIM
220	Investment Management Corp of Ontario	$2.0M	6,870	+280	ADD
221	Accretive Wealth Partners, LLC	$2.0M	6,739	+37	ADD
222	WELLINGTON MANAGEMENT GROUP LLP	$2.0M	6,729	−367,827	TRIM
223	HighTower Advisors, LLC	$1.9M	6,601	−8,611	TRIM
224	NewEdge Advisors, LLC	$1.8M	6,299	+6,299	NEW
225	BLAIR WILLIAM & CO/IL	$1.8M	6,198	−118	TRIM
226	Banque Cantonale Vaudoise	$1.8M	6,118	−3,269	TRIM
227	EP Wealth Advisors, LLC	$1.8M	6,106	−60	TRIM
228	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.7M	5,974	+2,189	ADD
229	Metis Global Partners, LLC	$1.7M	5,886	−652	TRIM
230	MIZUHO SECURITIES USA LLC	$1.7M	5,748	−1,224	TRIM
231	Brevan Howard Capital Management LP	$1.6M	5,627	+5,627	NEW
232	Generali Asset Management SPA SGR	$1.6M	5,472	−2,898	TRIM
233	FIGURE 8 INVESTMENT STRATEGIES LLC	$1.6M	5,428	−159	TRIM
234	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.6M	5,413	−38,490	TRIM
235	Norinchukin Bank, The	$1.6M	5,337	−85	TRIM
236	Illinois Municipal Retirement Fund	$1.5M	5,289	+5,289	NEW
237	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.5M	5,281	+279	ADD
238	CWM, LLC	$1.5M	5,195	+292	ADD
239	WINTON GROUP Ltd	$1.5M	5,130	−754	TRIM
240	RBF Capital, LLC	$1.5M	5,000	−5,000	TRIM
241	FIFTH THIRD BANCORP	$1.4M	4,845	−551	TRIM
242	MML INVESTORS SERVICES, LLC	$1.4M	4,746	−337	TRIM
243	Atria Investments, Inc	$1.4M	4,716	+885	ADD
244	COMMONWEALTH EQUITY SERVICES, LLC	$1.4M	4,682	−252	TRIM
245	OMERS ADMINISTRATION Corp	$1.4M	4,653	+963	ADD
246	Allianz Asset Management GmbH	$1.3M	4,623	+549	ADD
247	JANE STREET GROUP, LLC	$1.3M	4,614	−657	TRIM
248	Cetera Investment Advisers	$1.3M	4,382	−470	TRIM
249	Osmosis Investment Management UK Ltd	$1.3M	4,361	−4,522	TRIM
250	TRUIST FINANCIAL CORP	$1.3M	4,303	−4,398	TRIM
251	Allspring Global Investments Holdings, LLC	$1.2M	4,321	−72	TRIM
252	NOMURA HOLDINGS INC	$1.2M	4,254	−34	TRIM
253	ABN AMRO INVESTMENT SOLUTIONS	$1.2M	4,234	+4,234	NEW
254	Callan Family Office, LLC	$1.2M	4,173	−103	TRIM
255	Advisors Capital Management, LLC	$1.2M	4,113	−225	TRIM
256	Empower Advisory Group, LLC	$1.2M	3,983	+2,243	ADD
257	XTX Topco Ltd	$1.2M	3,963	−21,961	TRIM
258	COMMERCE BANK	$1.2M	3,959	−56	TRIM
259	OneDigital Investment Advisors LLC	$1.1M	3,928	+601	ADD
260	MUFG Securities EMEA plc	$1.1M	3,898	−27	TRIM
261	Andra AP-fonden	$1.1M	3,876	+3,876	NEW
262	Game Creek Capital, LP	$1.1M	3,750	−2,475	TRIM
263	Assenagon Asset Management S.A.	$1.1M	3,674	−134	TRIM
264	Sequoia Financial Advisors, LLC	$1.1M	3,666	+16	ADD
265	NORDEN GROUP LLC	$1.1M	3,665	+3,665	NEW
266	Saudi Central Bank	$1.0M	3,534	+3,534	NEW
267	PANAGORA ASSET MANAGEMENT INC	$1.0M	3,527	−30	TRIM
268	OSSIAM	$1.0M	3,490	+517	ADD
269	OSAIC HOLDINGS, INC.	$998K	3,430	+112	ADD
270	AXQ CAPITAL, LP	$965K	3,321	+3,321	NEW
271	AlTi Global, Inc.	$962K	3,299	−3	TRIM
272	HB Wealth Management, LLC	$943K	3,243	+74	ADD
273	TOKIO MARINE ASSET MANAGEMENT CO LTD	$940K	3,233	0	NO CHANGE
274	Dynamic Technology Lab Private Ltd	$937K	3,223	+3,223	NEW
275	Tempo Wealth, LLC	$924K	3,178	0	NO CHANGE
276	Portside Wealth Group, LLC	$917K	3,153	+3,153	NEW
277	Mesirow Financial Investment Management, Inc.	$897K	3,085	+580	ADD
278	Vise Technologies, Inc.	$889K	2,706	0	NO CHANGE
279	Crossmark Global Holdings, Inc.	$880K	3,026	—	NO PRIOR
280	OCCUDO QUANTITATIVE STRATEGIES LP	$864K	3,371	+1,368	ADD
281	INTRUST BANK NA	$861K	2,962	+321	ADD
282	Calder Financial LLC	$860K	2,991	0	NO CHANGE
283	FOX RUN MANAGEMENT, L.L.C.	$853K	2,943	+2,943	NEW
284	FORTRESS PRIVATE LEDGER, LLC	$844K	2,902	+227	ADD
285	Mediolanum International Funds Ltd	$842K	2,907	+2,907	NEW
286	CHOREO, LLC	$835K	2,862	−83	TRIM
287	TWO SIGMA INVESTMENTS, LP	$814K	2,800	0	NO CHANGE
288	North Dakota State Investment Board	$804K	2,767	−587	TRIM
289	LMCG INVESTMENTS, LLC	$801K	2,755	0	NO CHANGE
290	Tower Research Capital LLC (TRC)	$797K	2,740	−312	TRIM
291	BENJAMIN EDWARDS INC	$773K	2,660	−1,447	TRIM
292	Evelyn Partners Investment Management LLP	$771K	2,653	+241	ADD
293	MUFG SECURITIES AMERICAS INC.	$765K	2,631	+51	ADD
294	SECURIAN ASSET MANAGEMENT, INC	$757K	2,604	0	NO CHANGE
295	Savant Capital, LLC	$757K	2,603	+143	ADD
296	KESTRA PRIVATE WEALTH SERVICES, LLC	$744K	2,561	−2,807	TRIM
297	GATEWAY INVESTMENT ADVISERS LLC	$721K	2,479	−1,567	TRIM
298	KEYBANK NATIONAL ASSOCIATION/OH	$719K	2,473	+205	ADD
299	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$712K	2,450	−500	TRIM
300	WASHINGTON CAPITAL MANAGEMENT, INC	$699K	2,405	+2,405	NEW
301	Sanctuary Advisors, LLC	$698K	2,401	−1,631	TRIM
302	Clearstead Advisors, LLC	$693K	2,383	−679	TRIM
303	S.E.E.D. Planning Group LLC	$676K	2,324	−10	TRIM
304	PRUDENTIAL PLC	$675K	2,321	0	NO CHANGE
305	Concurrent Investment Advisors, LLC	$668K	2,298	+255	ADD
306	MONETA GROUP INVESTMENT ADVISORS LLC	$663K	2,282	+1,516	ADD
307	Merit Financial Group, LLC	$657K	2,262	+58	ADD
308	Storgate, LLC	$651K	2,241	+62	ADD
309	denkapparat Operations GmbH	$649K	2,234	+2,234	NEW
310	FIRST MANHATTAN CO. LLC.	$638K	2,189	−15	TRIM
311	Vontobel Holding Ltd.	$626K	2,153	+1,065	ADD
312	LAZARD ASSET MANAGEMENT LLC	$623K	2,143	−23,063	TRIM
313	QRG CAPITAL MANAGEMENT, INC.	$618K	2,127	−340	TRIM
314	Chicago Partners Investment Group LLC	$608K	2,087	+75	ADD
315	Cresset Asset Management, LLC	$605K	2,075	+670	ADD
316	SummitTX Capital, L.P.	$578K	1,990	−3,306	TRIM
317	Atlantic Union Bankshares Corp	$571K	1,963	+284	ADD
318	Headlands Technologies LLC	$567K	1,951	+1,951	NEW
319	COLDSTREAM CAPITAL MANAGEMENT INC	$545K	1,876	+7	ADD
320	SAXON INTERESTS, INC.	$535K	1,842	+11	ADD
321	Kestra Advisory Services, LLC	$532K	1,831	−299	TRIM
322	Laird Norton Wetherby Trust Company, LLC	$531K	1,822	−105	TRIM
323	STEPHENS INC /AR/	$529K	1,821	+78	ADD
324	Formidable Asset Management, LLC	$522K	1,588	−244	TRIM
325	Blue Trust, Inc.	$519K	1,788	+3	ADD
326	TRAPHAGEN INVESTMENT ADVISORS LLC	$519K	1,786	0	NO CHANGE
327	Caprock Group, LLC	$514K	1,762	−295	TRIM
328	Bell Investment Advisors, Inc	$510K	1,756	0	NO CHANGE
329	Polymer Capital Management (US) LLC	$506K	1,742	+1,742	NEW
330	Harbour Capital Advisors, LLC	$499K	1,713	−30	TRIM
331	Marks Group Wealth Management, Inc	$494K	1,700	−2,441	TRIM
332	GTS SECURITIES LLC	$479K	1,648	+267	ADD
333	Gibbs Wealth Management	$479K	1,647	+815	ADD
334	Robeco Institutional Asset Management B.V.	$476K	1,638	−9	TRIM
335	Steward Partners Investment Advisory, LLC	$476K	1,637	−312	TRIM
336	Lido Advisors, LLC	$476K	1,631	−729	TRIM
337	MAI Capital Management	$475K	1,633	+513	ADD
338	Riverpoint Wealth Management Holdings, LLC	$474K	1,630	+194	ADD
339	Westerkirk Capital Inc.	$472K	1,624	0	NO CHANGE
340	TICINO WEALTH	$468K	1,406	+548	ADD
341	Fonville Wealth Management LLC	$453K	1,557	+3	ADD
342	Siemens Fonds Invest GmbH	$451K	1,550	−16	TRIM
343	GUGGENHEIM CAPITAL LLC	$447K	1,537	+1,537	NEW
344	DHJJ Financial Advisors, Ltd.	$446K	1,535	0	NO CHANGE
345	3Chopt Investment Partners, LLC	$446K	1,528	−214	TRIM
346	World Investment Advisors	$428K	1,471	−110	TRIM
347	QUADRANT CAPITAL GROUP LLC	$422K	1,450	−31	TRIM
348	Central Pacific Bank - Trust Division	$422K	1,450	0	NO CHANGE
349	DRW Securities, LLC	$415K	1,427	−473	TRIM
350	RITHOLTZ WEALTH MANAGEMENT	$408K	1,403	+134	ADD
351	ELEVATION POINT WEALTH PARTNERS, LLC	$403K	1,384	+580	ADD
352	Baader Bank Aktiengesellschaft	$403K	1,385	+1,385	NEW
353	Taikang Asset Management (Hong Kong) Co Ltd	$397K	1,366	−234	TRIM
354	INCEPTIONR LLC	$396K	1,363	+1,363	NEW
355	IMC-Chicago, LLC	$385K	1,326	+1,326	NEW
356	United Asset Strategies, Inc.	$384K	1,320	0	NO CHANGE
357	DAVENPORT & Co LLC	$381K	1,309	−109	TRIM
358	TOWNSQUARE CAPITAL LLC	$380K	1,308	+1,308	NEW
359	Beacon Pointe Advisors, LLC	$372K	1,280	+188	ADD
360	MQS Management LLC	$369K	1,271	+1,271	NEW
361	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$369K	1,271	—	NO PRIOR
362	ROCKLAND TRUST CO	$368K	1,266	−12	TRIM
363	Oak Thistle LLC	$363K	1,248	−2,647	TRIM
364	S-Bank Fund Management Ltd	$360K	1,240	−46	TRIM
365	FIDELIS CAPITAL PARTNERS, LLC	$358K	1,232	+27	ADD
366	Voleon Capital Management LP	$356K	1,223	+1,223	NEW
367	JM2 Capital Inc.	$348K	1,197	0	NO CHANGE
368	PW Nova Financial Services LLC	$348K	1,196	—	NO PRIOR
369	R Squared Ltd	$344K	1,182	+1,182	NEW
370	Evanson Asset Management, LLC	$342K	1,176	−19	TRIM
371	Alhambra Investment Management LLC	$333K	1,147	0	NO CHANGE
372	Proficio Capital Partners LLC	$330K	1,134	−3	TRIM
373	Waverly Advisors, LLC	$327K	1,127	−44	TRIM
374	Trust Asset Management LLC	$326K	1,122	0	NO CHANGE
375	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$325K	1,118	+3	ADD
376	Mayflower Financial Advisors, LLC	$324K	1,116	+21	ADD
377	Focus Financial Network, Inc.	$322K	1,108	+1,108	NEW
378	Carlson Capital, L.P.	$320K	1,100	+1,100	NEW
379	ASSETMARK, INC	$318K	1,095	−6,006	TRIM
380	Fielder Capital Group LLC	$311K	1,072	+40	ADD
381	Connecticut Wealth Management, LLC	$311K	1,069	0	NO CHANGE
382	&PARTNERS	$297K	1,023	−399	TRIM
383	Aaron Wealth Advisors LLC	$291K	1,002	−890	TRIM
384	Seed Wealth Management, Inc.	$282K	970	0	NO CHANGE
385	OpenArc Corporate Advisory, LLC	$282K	969	+72	ADD
386	SUMMITRY LLC	$280K	962	+97	ADD
387	Checchi Capital Advisers, LLC	$275K	946	+224	ADD
388	Allworth Financial LP	$274K	942	+229	ADD
389	Cassaday & Co Wealth Management LLC	$272K	936	−14	TRIM
390	Wakefield Asset Management LLLP	$267K	920	0	NO CHANGE
391	BAUPOST GROUP LLC/MA	$260K	893,126	−464,475	TRIM
392	Wedmont Private Capital	$257K	882	−21	TRIM
393	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$252K	868	+868	NEW
394	Seelaus Asset Management LLC	$250K	859	+859	NEW
395	Pekin Hardy Strauss, Inc.	$242K	833	−305	TRIM
396	Red Door Wealth Management, LLC	$240K	824	−17	TRIM
397	PROFUND ADVISORS LLC	$239K	822	−175	TRIM
398	WADDELL & ASSOCIATES, LLC	$234K	804	+804	NEW
399	PATTON FUND MANAGEMENT, INC.	$232K	799	+71	ADD
400	iSAM Funds (UK) Ltd	$232K	797	+797	NEW
401	Net Worth Advisory Group	$226K	777	−109	TRIM
402	Raub Brock Capital Management LP	$225K	775	−125	TRIM
403	Compound Planning, Inc.	$225K	773	−125	TRIM
404	Institute for Wealth Management, LLC.	$220K	755	0	NO CHANGE
405	Alliance Wealth Advisors, LLC /UT	$218K	749	+749	NEW
406	Meiji Yasuda Asset Management Co Ltd.	$215K	741	+40	ADD
407	Meeder Advisory Services, Inc.	$215K	741	−357	TRIM
408	PETTYJOHN, WOOD & WHITE, INC	$210K	723	0	NO CHANGE
409	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$207K	712	+93	ADD
410	BIRCH FINANCIAL GROUP, LLC	$205K	707	−130	TRIM
411	Financial Freedom, LLC	$204K	701	+701	NEW
412	Smartleaf Asset Management LLC	$175K	604	−52	TRIM
413	MATHER GROUP, LLC.	$174K	598	−35	TRIM
414	Transamerica Financial Advisors, LLC	$146K	499	+317	ADD
415	Pinnacle Wealth Planning Services, Inc.	$139K	479	−42	TRIM
416	UMB Bank, n.a.	$138K	474	−132	TRIM
417	PFS Partners, LLC	$116K	400	0	NO CHANGE
418	JNBA Financial Advisors	$102K	350	−25	TRIM
419	SIGNATUREFD, LLC	$100K	344	+63	ADD
420	Jefferies Financial Group Inc.	$86.1K	296	−813	TRIM
421	WESTPAC BANKING CORP	$83.1K	286	−277	TRIM
422	DT Investment Partners, LLC	$81.7K	281	0	NO CHANGE
423	SYNTAX RESEARCH, INC.	$72.8K	250	−50	TRIM
424	Parkside Financial Bank & Trust	$66.6K	229	−36	TRIM
425	GABLES CAPITAL MANAGEMENT INC.	$66.0K	227	0	NO CHANGE
426	Deseret Mutual Benefit Administrators	$59.9K	206	−67	TRIM
427	Capula Management Ltd	$57.8K	199	+199	NEW
428	Smallwood Wealth Investment Management, LLC	$51.5K	177	0	NO CHANGE
429	Cromwell Holdings LLC	$49.6K	170	0	NO CHANGE
430	Larson Financial Group LLC	$46.5K	160	+72	ADD
431	HHM Wealth Advisors, LLC	$40.7K	140	0	NO CHANGE
432	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$39.2K	135	+135	NEW
433	Manchester Capital Management LLC	$39.0K	134	+1	ADD
434	Annis Gardner Whiting Capital Advisors, LLC	$35.0K	120	+3	ADD
435	Wall Street Financial Group, Inc.	$34.9K	120	+120	NEW
436	Owl Creek Wealth Partners LLC	$34.0K	117	—	NO PRIOR
437	FARMERS & MERCHANTS INVESTMENTS INC	$33.7K	116	+19	ADD
438	CVA Family Office, LLC	$33.7K	116	+62	ADD
439	Johnson Financial Group, Inc.	$33.3K	114	−142	TRIM
440	Quarry LP	$27.6K	95	−152	TRIM
441	Crewe Advisors LLC	$26.2K	90	−4	TRIM
442	MV CAPITAL MANAGEMENT, INC.	$25.3K	87	0	NO CHANGE
443	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	$24.4K	83,852	−294	TRIM
444	CANADA LIFE ASSURANCE Co	$24.0K	82,279	+1,061	ADD
445	Spire Wealth Management	$20.9K	72	−9	TRIM
446	JFS WEALTH ADVISORS, LLC	$20.4K	70	−3	TRIM
447	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$19.2K	66,200	−467	TRIM
448	CENTRAL TRUST Co	$19.2K	66	+10	ADD
449	Private Wealth Management Group, LLC	$19.2K	66	0	NO CHANGE
450	Grove Bank & Trust	$16.0K	55	+4	ADD
451	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$13.3K	45	−18	TRIM
452	Truvestments Capital LLC	$12.2K	42	0	NO CHANGE
453	Treasurer of the State of North Carolina	$11.9K	40,975	+875	ADD
454	Kemnay Advisory Services Inc.	$11.0K	38	+15	ADD
455	SJS Investment Consulting Inc.	$10.5K	36	+21	ADD
456	BROWN, LISLE/CUMMINGS, INC.	$10.2K	35	+21	ADD
457	Financial Network Wealth Advisors LLC	$10.2K	35	—	NO PRIOR
458	True Wealth Design, LLC	$9.9K	34	+25	ADD
459	Murphy & Mullick Capital Management Corp	$9.3K	32	+32	NEW
460	Clearstead Trust, LLC	$9.0K	31	+4	ADD
461	DekaBank Deutsche Girozentrale	$9.0K	30,437	0	NO CHANGE
462	Abound Wealth Management	$9.0K	31	+5	ADD
463	Joseph Group Capital Management	$8.1K	28	+28	NEW
464	Anfield Capital Management, LLC	$7.6K	26	0	NO CHANGE
465	Geneos Wealth Management Inc.	$7.6K	26	0	NO CHANGE
466	VIRTUS ADVISERS, LLC	$7.3K	25	0	NO CHANGE
467	SHP Wealth Management	$6.8K	24	+7	ADD
468	Olstein Capital Management, L.P.	$6.8K	23,400	+8,200	ADD
469	ELEVATION WEALTH PARTNERS, LLC	$6.7K	23	0	NO CHANGE
470	MEEDER ASSET MANAGEMENT INC	$5.8K	20	−9	TRIM
471	KBC Group NV	$5.7K	19,465	+203	ADD
472	DiNuzzo Private Wealth, Inc.	$5.4K	27	−1	TRIM
473	Asset Dedication, LLC	$5.2K	18	0	NO CHANGE
474	Westfuller Advisors, LLC	$4.8K	16	0	NO CHANGE
475	SUMMIT SECURITIES GROUP LLC	$4.7K	16	−127	TRIM
476	First Pacific Financial	$3.8K	13	+13	NEW
477	Raleigh Capital Management Inc.	$3.8K	13	+13	NEW
478	Activest Wealth Management	$3.5K	12	−5	TRIM
479	Purpose Unlimited Inc.	$3.2K	11	−28	TRIM
480	TD Waterhouse Canada Inc.	$2.9K	10	+5	ADD
481	State of Alaska, Department of Revenue	$2.7K	9,339	−155	TRIM
482	Sachetta, LLC	$2.6K	9	+2	ADD
483	Kilter Group LLC	$2.6K	9	+4	ADD
484	TOMPKINS FINANCIAL CORP	$2.6K	9	0	NO CHANGE
485	Clark Wealth Partners	$2.3K	8	+2	ADD
486	Clayton Financial Group LLC	$2.0K	7	0	NO CHANGE
487	Rialto Wealth Management, LLC	$1.7K	6	−1	TRIM
488	Vermillion Wealth Management, Inc.	$1.7K	6	+6	NEW
489	Wilmington Savings Fund Society, FSB	$1.5K	5	0	NO CHANGE
490	E Fund Management (Hong Kong) Co., Ltd.	$1.5K	5	0	NO CHANGE
491	Dogwood Wealth Management LLC	$1.5K	5	+5	NEW
492	WPG Advisers, LLC	$1.5K	5	0	NO CHANGE
493	GSA CAPITAL PARTNERS LLP	$1.4K	4,741	+4,741	NEW
494	ALBION FINANCIAL GROUP /UT	$1.2K	4	+4	NEW
495	American Capital Advisory, LLC	$1.2K	4	+1	ADD
496	Glen Eagle Advisors, LLC	$1.2K	4	0	NO CHANGE
497	Burk Holdings LLC	$1.2K	4	+4	NEW
498	Prestige Wealth Management Group LLC	$875	3	0	NO CHANGE
499	Valued Wealth Advisors LLC	$875	3	0	NO CHANGE
500	Physician Wealth Advisors, Inc.	$873	3	−4	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · WTW

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 3 Gotham Asset Management, Bridgewater Associates, Baupost Group $35.1M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · WILLIS TOWERS WATSON PLC LTD

Merged timeline of congressional filings and notable-manager moves on WTW
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	TRIM	−14,342 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−22,515 sh
2026-05-14	Baupost Group 13F	TRIM	−464,475 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

8 members of Congress disclosed WTW — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).