WILLIS TOWERS WATSON PLC (WTW) — Institutional Holders, Q2 2026 (page 5)
698 institutional investment managers reported a WTW position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $24.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WTW 13F holders ranked 401–500 of 698
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | BRIGHTON JONES#401 · 1,783 sh | 1,783 | $466.0K | <0.01% | -20.3% |
| 402 | WILEY BROS.-AINTREE CAPITAL#402 · 1,774 sh | 1,774 | $463.7K | <0.01% | +73.4% |
| 403 | PEAK6#403 · 1,768 sh | 1,768 | $462.1K | <0.01% | New |
| 404 | Laird Norton Wetherby Company#404 · 1,746 sh | 1,746 | $458.0K | <0.01% | -4.2% |
| 405 | Bell Investment Advisors#405 · 1,746 sh | 1,746 | $456.4K | 0.07% | -0.6% |
| 406 | Apollon Wealth Management#406 · 1,723 sh | 1,723 | $450.3K | — | New |
| 407 | Proficio Capital Partners#407 · 1,712 sh | 1,712 | $447.5K | 0.02% | +51.0% |
| 408 | Vise Technologies#408 · 1,685 sh | 1,685 | $440.3K | <0.01% | -37.7% |
| 409 | Wedmont Private Capital#409 · 1,486 sh | 1,486 | $430.4K | — | +68.5% |
| 410 | Riverpoint Wealth Management#410 · 1,630 sh | 1,630 | $426.0K | 0.08% | 0.0% |
| 411 | MATHER GROUP#411 · 1,628 sh | 1,628 | $425.6K | — | +172.2% |
| 412 | Westerkirk Capital#412 · 1,624 sh | 1,624 | $424.5K | 0.04% | 0.0% |
| 413 | Formidable Asset Management#413 · 1,460 sh | 1,460 | $424.4K | 0.07% | -8.1% |
| 414 | World Investment Advisors#414 · 1,458 sh | 1,458 | $422.5K | <0.01% | -0.9% |
| 415 | Steward Partners Investment Advisory#415 · 1,604 sh | 1,604 | $419.3K | <0.01% | -2.0% |
| 416 | Global Retirement Partners#416 · 1,579 sh | 1,579 | $412.7K | <0.01% | — |
| 417 | COLDSTREAM CAPITAL MANAGEMENT#417 · 1,578 sh | 1,578 | $412.5K | <0.01% | -15.9% |
| 418 | Fonville Wealth Management#418 · 1,560 sh | 1,560 | $407.7K | 0.07% | +0.2% |
| 419 | QUADRANT CAPITAL GROUP#419 · 1,560 sh | 1,560 | $407.7K | — | -46.2% |
| 420 | Cresset Asset Management#420 · 1,536 sh | 1,536 | $403.0K | <0.01% | -26.0% |
| 421 | DHJJ Financial Advisors, Ltd.#421 · 1,533 sh | 1,533 | $400.7K | — | -0.1% |
| 422 | Baader Bank Aktiengesellschaft#422 · 1,525 sh | 1,525 | $398.6K | 0.03% | +10.1% |
| 423 | TCW GROUP#423 · 1,524 sh | 1,524 | $398.3K | <0.01% | +0.4% |
| 424 | Cladis Investment Advisory#424 · 1,510 sh | 1,510 | $394.7K | 0.18% | 0.0% |
| 425 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#425 · 1,501 sh | 1,501 | $392.3K | — | +18.1% |
| 426 | CX Institutional#426 · 1,500 sh | 1,500 | $392.0K | — | +60.9% |
| 427 | FWL INVESTMENT MANAGEMENT#427 · 1,480 sh | 1,480 | $386.8K | 0.07% | -27.6% |
| 428 | Central Pacific Bank - Division#428 · 1,475 sh | 1,475 | $385.5K | — | +1.7% |
| 429 | TOWNSQUARE CAPITAL#429 · 1,470 sh | 1,470 | $384.2K | 0.07% | +12.4% |
| 430 | Blueshift Asset Management#430 · 1,466 sh | 1,466 | $383.2K | 0.09% | New |
| 431 | Cambridge Investment Research Advisors#431 · 1,399 sh | 1,399 | $366.0K | <0.01% | -7.0% |
| 432 | Mount Yale Investment Advisors#432 · 1,394 sh | 1,394 | $365.5K | <0.01% | +0.7% |
| 433 | Siemens Fonds Invest GmbH#433 · 1,368 sh | 1,368 | $357.6K | 0.02% | -11.7% |
| 434 | MONETA GROUP INVESTMENT ADVISORS#434 · 1,368 sh | 1,368 | $357.5K | <0.01% | -40.1% |
| 435 | Taikang Asset Management (Hong Kong) Ltd#435 · 1,366 sh | 1,366 | $357.0K | 0.03% | 0.0% |
| 436 | FOX RUN MANAGEMENT, L.L.C.#436 · 1,315 sh | 1,315 | $343.7K | 0.06% | -55.3% |
| 437 | DAVENPORT#437 · 1,309 sh | 1,309 | $342.1K | — | 0.0% |
| 438 | AlphaCore Capital#438 · 1,290 sh | 1,290 | $337.2K | <0.01% | New |
| 439 | RITHOLTZ WEALTH MANAGEMENT#439 · 1,287 sh | 1,287 | $336.3K | <0.01% | -8.3% |
| 440 | ASSETMARK#440 · 1,274 sh | 1,274 | $332.9K | — | +16.3% |
| 441 | ROCKLAND#441 · 1,266 sh | 1,266 | $330.9K | — | 0.0% |
| 442 | MAI Capital Management#442 · 1,233 sh | 1,233 | $322.3K | <0.01% | -24.5% |
| 443 | Mayflower Financial Advisors#443 · 1,218 sh | 1,218 | $318.3K | 0.03% | +9.1% |
| 444 | Diversify Advisory Services#444 · 1,040 sh | 1,040 | $314.9K | — | New |
| 445 | DIVERSIFY WEALTH MANAGEMENT#445 · 1,040 sh | 1,040 | $314.9K | — | New |
| 446 | Modern Wealth Management#446 · 1,202 sh | 1,202 | $314.2K | <0.01% | New |
| 447 | Carlson Capital, L.P.#447 · 1,200 sh | 1,200 | $313.6K | 0.06% | +9.1% |
| 448 | JM2 Capital#448 · 1,197 sh | 1,197 | $312.9K | — | 0.0% |
| 449 | PW Nova Financial Services#449 · 1,196 sh | 1,196 | $312.6K | — | 0.0% |
| 450 | Simplicity Wealth#450 · 1,193 sh | 1,193 | $311.8K | — | New |
| 451 | Waverly Advisors#451 · 1,181 sh | 1,181 | $308.6K | <0.01% | +4.8% |
| 452 | Evanson Financial#452 · 1,176 sh | 1,176 | $307.4K | — | — |
| 453 | AlphaGrep UK Ltd#453 · 1,165 sh | 1,165 | $304.5K | 0.09% | New |
| 454 | 3Chopt Investment Partners#454 · 1,155 sh | 1,155 | $303.0K | 0.06% | -24.4% |
| 455 | Applied Finance Capital Management#455 · 1,159 sh | 1,159 | $302.9K | 0.02% | +14.8% |
| 456 | Fidelis Capital Partners#456 · 1,151 sh | 1,151 | $300.8K | 0.02% | -6.6% |
| 457 | Fielder Capital Group#457 · 1,133 sh | 1,133 | $296.0K | 0.06% | +5.7% |
| 458 | Busey Wealth Management#458 · 1,131 sh | 1,131 | $295.6K | — | -7.5% |
| 459 | Horizon Investments#459 · 3,249 sh | 3,249 | $294.9K | <0.01% | +1.3% |
| 460 | Vontobel Holding Ltd.#460 · 1,127 sh | 1,127 | $294.6K | — | -47.7% |
| 461 | IMC-Chicago#461 · 1,123 sh | 1,123 | $293.5K | <0.01% | -15.3% |
| 462 | OVERSEA-CHINESE BANKING Ltd#462 · 1,117 sh | 1,117 | $291.9K | <0.01% | New |
| 463 | Janney Montgomery Scott#463 · 1,102 sh | 1,102 | $288.0K | <0.01% | -24.9% |
| 464 | Employees Retirement System of Texas#464 · 1,086 sh | 1,086 | $284.0K | <0.01% | New |
| 465 | ROTHSCHILD INVESTMENT#465 · 1,085 sh | 1,085 | $283.7K | 0.01% | -29.3% |
| 466 | Asset Management#466 · 1,078 sh | 1,078 | $281.8K | 0.02% | -3.9% |
| 467 | Alhambra Investment Partners#467 · 1,072 sh | 1,072 | $280.1K | — | -6.5% |
| 468 | Sanibel Captiva Company#468 · 1,059 sh | 1,059 | $276.8K | <0.01% | +1.8% |
| 469 | Connecticut Wealth Management#469 · 1,055 sh | 1,055 | $275.7K | — | -1.3% |
| 470 | Fifth Third Wealth Advisors#470 · 1,047 sh | 1,047 | $273.7K | — | -5.5% |
| 471 | Ascent Group#471 · 1,045 sh | 1,045 | $273.1K | <0.01% | New |
| 472 | Farther Finance Advisors#472 · 1,022 sh | 1,022 | $267.8K | — | +7.1% |
| 473 | United Asset Strategies#473 · 1,020 sh | 1,020 | $266.6K | 0.02% | -22.7% |
| 474 | OpenArc Corporate Advisory#474 · 1,016 sh | 1,016 | $265.6K | — | +4.9% |
| 475 | CAPITOLIS LIQUID GLOBAL MARKETS#475 · 1,000 sh | 1,000 | $261.4K | <0.01% | -59.2% |
| 476 | BROWN BROTHERS HARRIMAN#476 · 998 sh | 998 | $260.8K | <0.01% | +25.9% |
| 477 | Dynasty Wealth Management#477 · 981 sh | 981 | $256.4K | <0.01% | New |
| 478 | Banque Cantonale Vaudoise#478 · 981 sh | 981 | $256.0K | 0.01% | -84.0% |
| 479 | Seed Wealth Management#479 · 970 sh | 970 | $253.5K | — | 0.0% |
| 480 | ORG Wealth Partners#480 · 970 sh | 970 | $253.5K | 0.04% | +54.7% |
| 481 | Beacon Pointe Advisors#481 · 966 sh | 966 | $252.9K | <0.01% | -24.5% |
| 482 | Fieldview Capital Management#482 · 966 sh | 966 | $252.5K | 0.07% | New |
| 483 | ALLSTATE#483 · 966 sh | 966 | $252.5K | <0.01% | -90.0% |
| 484 | Robeco Institutional Asset Management B.V.#484 · 961 sh | 961 | $251.2K | — | -41.3% |
| 485 | UNITED CAPITAL FINANCIAL ADVISORS#485 · 939 sh | 939 | $245.4K | <0.01% | +8.2% |
| 486 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#486 · 929 sh | 929 | $242.8K | <0.01% | -16.9% |
| 487 | Cassaday & Wealth Management#487 · 925 sh | 925 | $241.7K | <0.01% | -1.2% |
| 488 | Wakefield Asset Management LLLP#488 · 920 sh | 920 | $240.5K | 0.05% | 0.0% |
| 489 | Integrated Wealth Concepts#489 · 912 sh | 912 | $238.4K | <0.01% | -61.2% |
| 490 | Independent Advisor Alliance#490 · 906 sh | 906 | $236.8K | <0.01% | New |
| 491 | CIGNA INVESTMENTS#491 · 903 sh | 903 | $236.0K | — | 0.0% |
| 492 | STEVENS CAPITAL MANAGEMENT#492 · 898 sh | 898 | $235.0K | 0.06% | New |
| 493 | GREENLEAF#493 · 899 sh | 899 | $235.0K | <0.01% | -7.7% |
| 494 | HANTZ FINANCIAL SERVICES#494 · 895 sh | 895 | $234.0K | <0.01% | +185.9% |
| 495 | Brevan Howard Capital Management#495 · 894 sh | 894 | $233.7K | <0.01% | -84.1% |
| 496 | State of Wyoming#496 · 875 sh | 875 | $228.7K | 0.02% | New |
| 497 | EverSource Wealth Advisors#497 · 854 sh | 854 | $223.3K | <0.01% | -66.2% |
| 498 | Pekin Hardy Strauss#498 · 833 sh | 833 | $217.7K | 0.02% | 0.0% |
| 499 | Red Door Wealth Management#499 · 829 sh | 829 | $216.7K | 0.02% | +0.6% |
| 500 | Larson Financial Group#500 · 822 sh | 822 | $214.8K | <0.01% | +413.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.