WILLIS TOWERS WATSON PLC (WTW) — Institutional Holders, Q2 2026 (page 7)
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 601 to 698. 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 601–698 of 698
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | AMERIFLEX GROUP#601 · 27 sh | 27 | $7.1K | <0.01% | New |
| 602 | Smithfield#602 · 26 sh | 26 | $7.0K | <0.01% | 0.0% |
| 603 | RAFFA WEALTH MANAGEMENT#603 · 26 sh | 26 | $6.8K | <0.01% | +18.2% |
| 604 | Nemes Rush Group#604 · 26 sh | 26 | $6.8K | <0.01% | 0.0% |
| 605 | HIGHLINE WEALTH PARTNERS#605 · 25 sh | 25 | $6.5K | — | +47.1% |
| 606 | James T. Borello RIA#606 · 25 sh | 25 | $6.5K | — | -41.9% |
| 607 | SHP Wealth Management#607 · 24 sh | 24 | $6.4K | <0.01% | 0.0% |
| 608 | Quent Capital#608 · 23 sh | 23 | $6.0K | <0.01% | -72.6% |
| 609 | True Wealth Design#609 · 23 sh | 23 | $6.0K | — | -32.4% |
| 610 | Rossby Financial, LCC#610 · 23 sh | 23 | $6.0K | <0.01% | -34.3% |
| 611 | MEEDER ASSET MANAGEMENT#611 · 23 sh | 23 | $6.0K | <0.01% | +15.0% |
| 612 | Asset Dedication#612 · 21 sh | 21 | $5.5K | <0.01% | +16.7% |
| 613 | Golden State Wealth Management#613 · 20 sh | 20 | $5.2K | <0.01% | -91.1% |
| 614 | Ares Financial Consulting#614 · 19 sh | 19 | $5.0K | — | 0.0% |
| 615 | Financial Management Professionals#615 · 19 sh | 19 | $5.0K | — | 0.0% |
| 616 | Arlington#616 · 19 sh | 19 | $5.0K | — | 0.0% |
| 617 | DiNuzzo Private Wealth#617 · 27 sh | 27 | $4.8K | — | 0.0% |
| 618 | Bay Harbor Wealth Management#618 · 18 sh | 18 | $4.7K | <0.01% | +38.5% |
| 619 | Basecamp Wealth Advisors#619 · 18 sh | 18 | $4.7K | <0.01% | -56.1% |
| 620 | Physician Wealth Advisors#620 · 16 sh | 16 | $4.2K | — | +433.3% |
| 621 | ZRC WEALTH MANAGEMENT#621 · 16 sh | 16 | $4.2K | — | -30.4% |
| 622 | Avion Wealth#622 · 16 sh | 16 | $4.0K | <0.01% | +33.3% |
| 623 | Torren Management#623 · 15 sh | 15 | $3.9K | <0.01% | 0.0% |
| 624 | Bogart Wealth#624 · 15 sh | 15 | $3.9K | <0.01% | +275.0% |
| 625 | Kilter Group#625 · 15 sh | 15 | $3.9K | <0.01% | +66.7% |
| 626 | Sachetta#626 · 14 sh | 14 | $3.7K | <0.01% | +55.6% |
| 627 | Grove Bank#627 · 14 sh | 14 | $3.7K | — | -74.5% |
| 628 | Hughes Financial Services#628 · 14 sh | 14 | $3.7K | <0.01% | +180.0% |
| 629 | Dunhill Financial#629 · 13 sh | 13 | $3.6K | <0.01% | -7.1% |
| 630 | Creative Capital Management Investments#630 · 13 sh | 13 | $3.4K | <0.01% | New |
| 631 | Johnson Financial Group#631 · 12 sh | 12 | $3.1K | <0.01% | -89.5% |
| 632 | Rialto Wealth Management#632 · 12 sh | 12 | $3.1K | <0.01% | +100.0% |
| 633 | MARSHALL INVESTMENT MANAGEMENT#633 · 12 sh | 12 | $3.1K | <0.01% | New |
| 634 | OGOREK ANTHONY JOSEPH /NY#634 · 12 sh | 12 | $3.0K | <0.01% | -45.5% |
| 635 | Spire Wealth Management#635 · 11 sh | 11 | $2.9K | <0.01% | -84.7% |
| 636 | TD Waterhouse Canada#636 · 10 sh | 10 | $2.8K | — | 0.0% |
| 637 | Synergy Investment Management#637 · 8 sh | 8 | $2.5K | <0.01% | +300.0% |
| 638 | TOMPKINS FINANCIAL#638 · 9 sh | 9 | $2.4K | — | 0.0% |
| 639 | J.Safra Asset Management#639 · 9 sh | 9 | $2.4K | <0.01% | New |
| 640 | GoalVest Advisory#640 · 9 sh | 9 | $2.4K | — | New |
| 641 | HOLLENCREST SECURITIES#641 · 8 sh | 8 | $2.1K | <0.01% | 0.0% |
| 642 | High Note Wealth#642 · 8 sh | 8 | $2.1K | <0.01% | +166.7% |
| 643 | WPG Advisers#643 · 8 sh | 8 | $2.1K | <0.01% | +60.0% |
| 644 | HFM Investment Advisors#644 · 8 sh | 8 | $2.1K | <0.01% | +166.7% |
| 645 | Planning Strategies#645 · 8 sh | 8 | $2.1K | — | — |
| 646 | Anchor Investment Management#646 · 7 sh | 7 | $1.8K | <0.01% | 0.0% |
| 647 | Benson Wealth Management#647 · 7 sh | 7 | $1.8K | <0.01% | 0.0% |
| 648 | Abound Wealth Management#648 · 7 sh | 7 | $1.8K | — | -77.4% |
| 649 | Oakmont Advisory Group#649 · 7 sh | 7 | $1.7K | <0.01% | New |
| 650 | Westfuller Advisors#650 · 6 sh | 6 | $1.7K | <0.01% | -62.5% |
| 651 | BOK Financial Private Wealth#651 · 6 sh | 6 | $1.6K | <0.01% | New |
| 652 | JPL Wealth Management#652 · 6 sh | 6 | $1.6K | <0.01% | +500.0% |
| 653 | North Star Investment Management#653 · 6 sh | 6 | $1.6K | <0.01% | -14.3% |
| 654 | Nalls Sherbakoff Group#654 · 6 sh | 6 | $1.6K | <0.01% | 0.0% |
| 655 | Purpose Unlimited#655 · 6 sh | 6 | $1.6K | <0.01% | -45.5% |
| 656 | E Fund Management (Hong Kong) , Ltd.#656 · 5 sh | 5 | $1.3K | <0.01% | 0.0% |
| 657 | Aventura Private Wealth#657 · 5 sh | 5 | $1.3K | <0.01% | 0.0% |
| 658 | AMERICAN NATIONAL BANK#658 · 5 sh | 5 | $1.3K | — | New |
| 659 | TFC Financial Management#659 · 4 sh | 4 | $1.0K | — | New |
| 660 | American Capital Advisory#660 · 4 sh | 4 | $1.0K | <0.01% | 0.0% |
| 661 | BELLEVUE ASSET MANAGEMENT#661 · 4 sh | 4 | $1.0K | <0.01% | New |
| 662 | Caitong International Asset Management , Ltd#662 · 4 sh | 4 | $1.0K | <0.01% | +100.0% |
| 663 | Mosley Wealth Management#663 · 4 sh | 4 | $1.0K | — | New |
| 664 | Glen Eagle Advisors#664 · 4 sh | 4 | $1.0K | <0.01% | 0.0% |
| 665 | Principia Wealth Advisory#665 · 4 sh | 4 | $1.0K | <0.01% | -33.3% |
| 666 | Burk#666 · 4 sh | 4 | $1.0K | <0.01% | 0.0% |
| 667 | Essential Partners#667 · 4 sh | 4 | $1.0K | — | -89.7% |
| 668 | Prestige Wealth Management Group#668 · 3 sh | 3 | $787.00 | <0.01% | 0.0% |
| 669 | Valued Wealth Advisors#669 · 3 sh | 3 | $787.00 | <0.01% | 0.0% |
| 670 | SouthState Bank#670 · 3 sh | 3 | $785.00 | 0.00% | +200.0% |
| 671 | LOGAN CAPITAL MANAGEMENT#671 · 3 sh | 3 | $784.00 | 0.00% | New |
| 672 | WestEnd Advisors#672 · 3 sh | 3 | $784.00 | 0.00% | 0.0% |
| 673 | Cape Investment Advisory#673 · 3 sh | 3 | $784.00 | — | New |
| 674 | Bare Financial Services#674 · 3 sh | 3 | $784.00 | <0.01% | 0.0% |
| 675 | Whipplewood Advisors#675 · 3 sh | 3 | $784.00 | — | -75.0% |
| 676 | Signature Equity Partners#676 · 3 sh | 3 | $784.00 | <0.01% | 0.0% |
| 677 | Sunrise Financial Services#677 · 3 sh | 3 | $784.00 | — | 0.0% |
| 678 | 1015 Capital Partners#678 · 3 sh | 3 | $784.00 | <0.01% | -40.0% |
| 679 | DecisionPoint Financial#679 · 2 sh | 2 | $551.00 | <0.01% | -33.3% |
| 680 | MOTCO#680 · 2 sh | 2 | $523.00 | 0.00% | New |
| 681 | Quaker Wealth Management#681 · 2 sh | 2 | $523.00 | — | 0.0% |
| 682 | West Branch Capital#682 · 2 sh | 2 | $523.00 | — | 0.0% |
| 683 | Davis Capital Management#683 · 2 sh | 2 | $523.00 | — | New |
| 684 | Tidemark#684 · 2 sh | 2 | $523.00 | <0.01% | New |
| 685 | Seneschal Advisors#685 · 2 sh | 2 | $523.00 | <0.01% | 0.0% |
| 686 | MidFirst Bank#686 · 2 sh | 2 | $523.00 | 0.00% | 0.0% |
| 687 | CREATIVE FINANCIAL DESIGNS#687 · 2 sh | 2 | $523.00 | 0.00% | 0.0% |
| 688 | GHP Investment Advisors#688 · 1 sh | 1 | $262.00 | — | 0.0% |
| 689 | MARYLAND CAPITAL ADVISORS#689 · 1 sh | 1 | $262.00 | — | — |
| 690 | SBI Securities , Ltd.#690 · 1 sh | 1 | $261.00 | — | 0.0% |
| 691 | Activest Wealth Management#691 · 1 sh | 1 | $261.00 | — | -91.7% |
| 692 | Strengthening Families & Communities#692 · 1 sh | 1 | $261.00 | — | New |
| 693 | Provenance Wealth Advisors#693 · 1 sh | 1 | $261.00 | 0.00% | New |
| 694 | Y.D. More Investments Ltd#694 · 61 sh | 61 | $54.00 | 0.00% | 0.0% |
| 695 | Darwin Wealth Management#695 · 0 sh | 0 | $47.00 | 0.00% | New |
| 696 | INTACT INVESTMENT MANAGEMENT#696 · 0 sh | 0 | $0.00 | 0.00% | New |
| 697 | Navigoe#697 · 1 sh | 1 | $0.00 | 0.00% | New |
| 698 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#698 · 151,726 sh | 151,726 | — | — | -1.1% |
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.