L3VLUP
Quarter end
30 Jun 2025
the date the book describes
Filed
14 Aug 2025
latest of these filings; the earliest 1 Aug 2025
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 16 listed it in both
Shares listed
31,275,065
combined, among listed positions
Reported value
$9.6bn
combined, at the quarter end

Among the 95 comparable managers: 14 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing WTW in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
MFS Investment Management6,238,308$1.9bn0.61%Added+146,1048 Aug 2025 (the filing on sec.gov)
First Eagle Investment Management LLC4,293,549$1.3bn2.58%Trimmed-137,8246 Aug 2025 (the filing on sec.gov)
Harris Associates LP3,786,257$1.2bn1.89%Added+229,75314 Aug 2025 (the filing on sec.gov)
Artisan Partners LP3,579,098$1.1bn1.61%Added+62,57012 Aug 2025 (the filing on sec.gov)
Fidelity (FMR LLC)3,477,511$1.1bn0.06%Trimmed-423,39914 Aug 2025 (the filing on sec.gov)
Invesco Ltd2,279,417$699m0.12%Added+103,69513 Aug 2025 (the filing on sec.gov)
Baupost Group LLC1,314,184$403m9.75%Trimmed-211,48313 Aug 2025 (the filing on sec.gov)
Dodge & Cox1,278,423$392m0.22%Newnew13 Aug 2025 (the filing on sec.gov)
AllianceBernstein LP1,038,275$318m0.10%Added+462,24914 Aug 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc1,019,506$312munder 0.1%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Janus Henderson Group Ltd866,092$265m0.13%Trimmed-247,68514 Aug 2025 (the filing on sec.gov)
Wellington Management Group LLP861,097$264munder 0.1%Trimmed-196,53814 Aug 2025 (the filing on sec.gov)
Polen Capital Management LLC314,075$96m0.30%Trimmed-52,46413 Aug 2025 (the filing on sec.gov)
Renaissance Technologies LLC311,757$96m0.13%Added+30,83713 Aug 2025 (the filing on sec.gov)
AQR Capital Management LLC205,197$62m0.05%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Man Group PLC134,258$41m0.08%Added+58,72614 Aug 2025 (the filing on sec.gov)
Voloridge Investment Management LLC122,910$38m0.14%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Point72 Asset Management LP74,170$23munder 0.1%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Bridgewater Associates LP32,364$9.9munder 0.1%Trimmed-103,63013 Aug 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC31,176$9.6m0.06%Added+5,10414 Aug 2025 (the filing on sec.gov)
Quantbot Technologies LP8,814$2.7m0.07%Addedn.a.13 Aug 2025 (the filing on sec.gov)
Markel Group Inc8,627$2.6munder 0.1%Held01 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
24 in Q3 2024 to 13 in Q2 2026

Tracked managers listing it, at least.

010203020162017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WTW by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20151$13mn.a.n.a.
Q1 201617$4.9bnn.a.n.a.
Q2 201613$5.2bnn.a.n.a.
Q3 201615$5.8bnn.a.n.a.
Q4 201610$5.1bnn.a.n.a.
Q1 201712$5.7bnn.a.n.a.
Q2 201712$6.2bnn.a.n.a.
Q3 201715$6.2bnn.a.n.a.
Q4 201714$6.2bnn.a.n.a.
Q1 201816$6.4bnn.a.n.a.
Q2 201812$6.6bnn.a.n.a.
Q3 201819$5.7bnn.a.n.a.
Q4 201812$6.4bnn.a.n.a.
Q1 201918$7.1bnn.a.n.a.
Q2 201916$7.5bnn.a.n.a.
Q3 201918$6.9bnn.a.n.a.
Q4 201917$7.1bnn.a.n.a.
Q1 202025$5.5bnn.a.n.a.
Q2 202025$6.1bnn.a.n.a.
Q3 202026$5.6bnn.a.n.a.
Q4 202028$4.7bnn.a.n.a.
Q1 202126$5.6bnn.a.n.a.
Q2 202124$5.1bnn.a.n.a.
Q3 202124$4.8bnn.a.n.a.
Q4 202125$5.5bnn.a.n.a.
Q1 202222$6.5bnn.a.n.a.
Q2 202221$6.0bnn.a.n.a.
Q3 202219$6.3bnn.a.n.a.
Q4 202218$7.6bnn.a.n.a.
Q1 202322$7.4bnn.a.n.a.
Q2 202315$7.4bnn.a.n.a.
Q3 202318$6.8bnn.a.n.a.
Q4 202322$7.8bn128
Q1 202422$8.6bn811
Q2 202422$8.1bn139
Q3 202424$8.7bn914
Q4 202420$9.2bn119
Q1 202520$10.0bn811
Q2 202522$9.6bn149
Q3 202516$11.4bn611
Q4 202515$11.5bn1715
Q1 202621$11.7bn2013
Q2 202613$10.3bn1618

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WTW and V →WTW and AXP →WTW and BAC →Choose a stock to compare with WTW →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WTW, latest filings →Back to the 13F Explorer →