WILLIS TOWERS WATSON PLC (WTW) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 698
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Citadel Investment Advisory#501 · 817 sh | 817 | $214.0K | — | 0.0% |
| 502 | ALPS ADVISORS#502 · 804 sh | 804 | $210.1K | <0.01% | New |
| 503 | PROFUND ADVISORS#503 · 792 sh | 792 | $207.0K | <0.01% | -3.6% |
| 504 | TRAPHAGEN INVESTMENT ADVISORS#504 · 781 sh | 781 | $204.1K | — | -56.3% |
| 505 | Raub Brock Capital Management#505 · 775 sh | 775 | $202.6K | — | 0.0% |
| 506 | Institute for Wealth Management#506 · 755 sh | 755 | $197.4K | 0.02% | 0.0% |
| 507 | CARY STREET PARTNERS INVESTMENT ADVISORY#507 · 725 sh | 725 | $189.4K | 0.04% | -19.9% |
| 508 | SRS Capital Advisors#508 · 717 sh | 717 | $187.4K | <0.01% | New |
| 509 | Allworth Financial#509 · 673 sh | 673 | $175.9K | <0.01% | -28.6% |
| 510 | Parallel Advisors#510 · 659 sh | 659 | $172.5K | <0.01% | +16.8% |
| 511 | Smartleaf Asset Management#511 · 604 sh | 604 | $159.9K | <0.01% | 0.0% |
| 512 | SIGNATUREFD#512 · 573 sh | 573 | $149.7K | — | +66.6% |
| 513 | Penserra Capital Management#513 · 555 sh | 555 | $144.0K | <0.01% | +0.5% |
| 514 | NBC SECURITIES#514 · 536 sh | 536 | $140.1K | — | 0.0% |
| 515 | UMB Bank, n.a.#515 · 535 sh | 535 | $139.8K | <0.01% | +12.9% |
| 516 | Strategic Investment Advisors / MI#516 · 496 sh | 496 | $129.5K | <0.01% | +2.9% |
| 517 | Parkside Financial Bank#517 · 480 sh | 480 | $125.5K | <0.01% | +109.6% |
| 518 | Greykasell Wealth Strategies#518 · 470 sh | 470 | $122.8K | 0.04% | 0.0% |
| 519 | LOS ANGELES CAPITAL MANAGEMENT#519 · 437 sh | 437 | $114.2K | <0.01% | 0.0% |
| 520 | Phillip James Consulting#520 · 427 sh | 427 | $111.6K | 0.07% | 0.0% |
| 521 | Transamerica Financial Advisors#521 · 422 sh | 422 | $110.8K | <0.01% | -15.4% |
| 522 | Heritage Wealth Advisors#522 · 405 sh | 405 | $105.9K | <0.01% | 0.0% |
| 523 | PFS Partners#523 · 401 sh | 401 | $104.9K | — | +0.2% |
| 524 | Versant Capital Management#524 · 380 sh | 380 | $99.3K | — | -20.5% |
| 525 | JNBA Financial Advisors#525 · 350 sh | 350 | $91.5K | <0.01% | 0.0% |
| 526 | MassMutual Private Wealth & , FSB#526 · 337 sh | 337 | $88.1K | — | -11.5% |
| 527 | LRI Investments#527 · 334 sh | 334 | $87.3K | <0.01% | +38.6% |
| 528 | Washington Advisors#528 · 323 sh | 323 | $84.4K | — | -1.8% |
| 529 | Bollard Group#529 · 310 sh | 310 | $81.0K | <0.01% | 0.0% |
| 530 | PRIVATE NA#530 · 271 sh | 271 | $70.8K | — | -1.1% |
| 531 | ONEFUND#531 · 259 sh | 259 | $67.7K | 0.04% | -1.1% |
| 532 | Ameritas Advisory Services#532 · 257 sh | 257 | $67.1K | <0.01% | New |
| 533 | TD PRIVATE CLIENT WEALTH#533 · 254 sh | 254 | $66.4K | <0.01% | +51.2% |
| 534 | Cromwell#534 · 240 sh | 240 | $63.0K | 0.03% | +41.2% |
| 535 | DT Investment Partners#535 · 235 sh | 235 | $61.4K | — | -16.4% |
| 536 | GABLES CAPITAL MANAGEMENT#536 · 227 sh | 227 | $59.3K | 0.02% | 0.0% |
| 537 | Community Bank, N.A.#537 · 221 sh | 221 | $57.8K | <0.01% | 0.0% |
| 538 | Deseret Mutual Benefit Administrators#538 · 206 sh | 206 | $53.8K | 0.02% | 0.0% |
| 539 | Pinnacle Wealth Planning Services#539 · 195 sh | 195 | $51.0K | <0.01% | -59.3% |
| 540 | Smallwood Wealth Investment Management#540 · 177 sh | 177 | $46.3K | 0.02% | 0.0% |
| 541 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#541 · 173 sh | 173 | $45.2K | <0.01% | +11.6% |
| 542 | IFP Advisors#542 · 164 sh | 164 | $42.9K | — | -53.7% |
| 543 | IFG Advisory#543 · 148 sh | 148 | $38.7K | <0.01% | New |
| 544 | HHM Wealth Advisors#544 · 140 sh | 140 | $36.6K | <0.01% | 0.0% |
| 545 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#545 · 135 sh | 135 | $35.3K | <0.01% | 0.0% |
| 546 | CKW FINANCIAL GROUP#546 · 124 sh | 124 | $34.0K | <0.01% | +2.5% |
| 547 | Silver Grove Financial Group#547 · 130 sh | 130 | $34.0K | 0.02% | New |
| 548 | THURSTON, SPRINGER, MILLER, HERD & TITAK#548 · 130 sh | 130 | $34.0K | — | +8.3% |
| 549 | Raiffeisen Bank International AG#549 · 124 sh | 124 | $32.8K | <0.01% | +37.8% |
| 550 | Capital Advisors, Ltd.#550 · 118 sh | 118 | $31.0K | <0.01% | -33.7% |
| 551 | FARMERS & MERCHANTS INVESTMENTS#551 · 115 sh | 115 | $30.1K | — | -0.9% |
| 552 | Manchester Capital Management#552 · 112 sh | 112 | $29.3K | — | -16.4% |
| 553 | AdvisorNet Financial#553 · 112 sh | 112 | $29.3K | — | +0.9% |
| 554 | Aventus Investment Advisors#554 · 109 sh | 109 | $28.5K | — | 0.0% |
| 555 | Wilmington Savings Fund Society, FSB#555 · 105 sh | 105 | $27.4K | — | +2000.0% |
| 556 | Owl Creek Wealth Partners#556 · 102 sh | 102 | $26.7K | — | -12.8% |
| 557 | SYNTAX RESEARCH#557 · 100 sh | 100 | $26.1K | 0.02% | -60.0% |
| 558 | HARBOUR INVESTMENTS#558 · 98 sh | 98 | $25.7K | <0.01% | -1.0% |
| 559 | Crewe Advisors#559 · 95 sh | 95 | $24.8K | <0.01% | +5.6% |
| 560 | OF VERMONT#560 · 95 sh | 95 | $24.8K | — | — |
| 561 | Cornerstone Planning Group#561 · 85 sh | 85 | $24.4K | — | -10.5% |
| 562 | Cedar Mountain Advisors#562 · 92 sh | 92 | $24.0K | — | 0.0% |
| 563 | GW&K Investment Management#563 · 83 sh | 83 | $22.0K | <0.01% | +15.3% |
| 564 | MV CAPITAL MANAGEMENT#564 · 82 sh | 82 | $21.4K | <0.01% | -5.7% |
| 565 | Geneos Wealth Management#565 · 76 sh | 76 | $19.9K | <0.01% | +192.3% |
| 566 | Keating Financial Advisory Services#566 · 75 sh | 75 | $19.6K | <0.01% | +316.7% |
| 567 | JFS WEALTH ADVISORS#567 · 65 sh | 65 | $17.0K | <0.01% | -7.1% |
| 568 | Private Wealth Management Group#568 · 64 sh | 64 | $16.7K | — | -3.0% |
| 569 | SJS Investment Consulting#569 · 62 sh | 62 | $16.2K | — | +72.2% |
| 570 | Legacy Bridge#570 · 60 sh | 60 | $15.7K | <0.01% | New |
| 571 | Vanguard National#571 · 58 sh | 58 | $15.2K | <0.01% | New |
| 572 | Salomon & Ludwin#572 · 55 sh | 55 | $15.1K | <0.01% | +1733.3% |
| 573 | HARBOR INVESTMENT ADVISORY#573 · 57 sh | 57 | $14.9K | — | 0.0% |
| 574 | CENTRAL#574 · 55 sh | 55 | $14.4K | <0.01% | -16.7% |
| 575 | CVA Family Office#575 · 55 sh | 55 | $14.4K | <0.01% | -52.6% |
| 576 | Fortitude Family Office#576 · 54 sh | 54 | $14.1K | — | -8.5% |
| 577 | CULLEN/FROST BANKERS#577 · 52 sh | 52 | $13.7K | <0.01% | 0.0% |
| 578 | CoreCap Advisors#578 · 52 sh | 52 | $13.6K | — | +1633.3% |
| 579 | Plante Moran Financial Advisors#579 · 50 sh | 50 | $13.1K | <0.01% | 0.0% |
| 580 | Bruce G. Allen Investments#580 · 48 sh | 48 | $12.5K | <0.01% | +2.1% |
| 581 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#581 · 45 sh | 45 | $11.9K | 0.00% | 0.0% |
| 582 | Main Street Group, LTD#582 · 45 sh | 45 | $11.8K | <0.01% | New |
| 583 | ACTION POINT FINANCIAL PLANNING#583 · 49 sh | 49 | $11.8K | <0.01% | New |
| 584 | Colonial Advisors#584 · 43 sh | 43 | $11.2K | <0.01% | New |
| 585 | Millstone Evans Group#585 · 42 sh | 42 | $11.0K | <0.01% | -22.2% |
| 586 | Kemnay Advisory Services#586 · 40 sh | 40 | $10.5K | <0.01% | +5.3% |
| 587 | Continuum Advisory#587 · 40 sh | 40 | $10.5K | <0.01% | New |
| 588 | Princeton Global Asset Management#588 · 39 sh | 39 | $10.2K | — | +21.9% |
| 589 | Cornerstone Financial Management#589 · 37 sh | 37 | $9.7K | <0.01% | +146.7% |
| 590 | Ancora Advisors#590 · 35 sh | 35 | $9.1K | <0.01% | -45.3% |
| 591 | Financial Network Wealth Advisors#591 · 35 sh | 35 | $9.1K | <0.01% | 0.0% |
| 592 | BROWN, LISLE/CUMMINGS#592 · 33 sh | 33 | $8.6K | — | -5.7% |
| 593 | Murphy & Mullick Capital Management#593 · 32 sh | 32 | $8.4K | <0.01% | 0.0% |
| 594 | Hilton Head Capital Partners#594 · 32 sh | 32 | $8.4K | — | -97.7% |
| 595 | GROUP ONE TRADING, L.P.#595 · 31 sh | 31 | $8.1K | 0.00% | New |
| 596 | Covestor Ltd#596 · 30 sh | 30 | $8.0K | <0.01% | -6.2% |
| 597 | Allied Private Wealth#597 · 26 sh | 26 | $7.6K | <0.01% | — |
| 598 | SUMMIT SECURITIES GROUP#598 · 29 sh | 29 | $7.6K | <0.01% | +81.2% |
| 599 | Aspect Partners#599 · 29 sh | 29 | $7.6K | — | -14.7% |
| 600 | BARTLETT & WEALTH MANAGEMENT#600 · 28 sh | 28 | $7.3K | <0.01% | +1300.0% |
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.