Who holds WTWticker 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 ↗

528

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$24.6B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

248

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

8 members of Congress disclosed WTW — the congressional view ↗