L3VLUP
Quarter end
30 Jun 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 2 Aug 2024
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 20 listed it in both
Shares listed
30,849,366
combined, among listed positions
Reported value
$8.1bn
combined, at the quarter end

Among the 94 comparable managers: 13 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 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, 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 Management8,215,383$2.2bn0.66%Trimmed-988,7639 Aug 2024 (the filing on sec.gov)
First Eagle Investment Management LLC5,377,880$1.4bn3.16%Trimmed-74,51112 Aug 2024 (the filing on sec.gov)
Harris Associates LP3,895,800$1.0bn1.73%Trimmed-84,63414 Aug 2024 (the filing on sec.gov)
Artisan Partners LP3,513,266$921m1.38%Trimmed-53,75012 Aug 2024 (the filing on sec.gov)
Fidelity (FMR LLC)2,368,071$621munder 0.1%Added+220,5205 Nov 2026 (the filing on sec.gov)
Invesco Ltd1,975,362$518m0.11%Added+22,64813 Aug 2024 (the filing on sec.gov)
Baupost Group LLC1,652,648$433m11.92%Added+96,98113 Aug 2024 (the filing on sec.gov)
AllianceBernstein LP662,447$174m0.06%Trimmed-45,14914 Aug 2024 (the filing on sec.gov)
Acadian Asset Management LLC638,535$167m0.52%Added+221,1086 Aug 2024 (the filing on sec.gov)
Balyasny Asset Management LLC590,571$155m0.27%Added+172,57014 Aug 2024 (the filing on sec.gov)
Capital Research Global Investors425,092$111munder 0.1%Added+24613 Aug 2024 (the filing on sec.gov)
Millennium Management LLC400,050$105munder 0.1%Added+22514 Aug 2024 (the filing on sec.gov)
Renaissance Technologies LLC238,620$63m0.11%Trimmed-12,7009 Aug 2024 (the filing on sec.gov)
Point72 Asset Management LP198,389$52m0.14%Addedn.a.16 Sep 2024 (the filing on sec.gov)
Man Group PLC187,645$49m0.12%Trimmed-103,45514 Aug 2024 (the filing on sec.gov)
Voloridge Investment Management LLC141,063$37m0.14%Added+37,30214 Aug 2024 (the filing on sec.gov)
Bridgewater Associates LP109,065$29m0.15%Added+35,07714 Aug 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC102,527$27m0.17%Trimmed-65,75514 Aug 2024 (the filing on sec.gov)
Marshall Wace LLP85,549$22munder 0.1%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP55,000$14m0.07%Added+10,00014 Aug 2024 (the filing on sec.gov)
Markel Group Inc8,627$2.3munder 0.1%Held02 Aug 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP7,776$2.0munder 0.1%Added+4,85614 Aug 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, 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.

New (0)

No new position among listed positions.

Exited (1)

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 →