SEC 13F Intelligence

Managers / Q4 2021 · view latest →

Willis Investment Counsel

CIK 0001310929 · 710 GREEN STREET, GAINESVILLE, GA, 30501 · 770-718-0706

Reported Value
$1.9B
Q4 2021
Positions
109
Filings on Record
33
2019–present window
Filed
Feb 14, 2022
original filing

Summary

Willis Investment Counsel reported $1.9B in U.S.-listed holdings across 109 positions for Q4 2021.

Its largest position, Accenture, represents 3.3% of the portfolio.

Compared with Q3 2021, the fund opened 3 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.3BQ4 ’18Q1 ’19: $1.5BQ2 ’19: $1.5BQ3 ’19: $1.5BQ4 ’19: $1.5BQ4 ’19Q1 ’20: $1.2BQ2 ’20: $1.3BQ3 ’20: $1.1BQ4 ’20: $1.5BQ4 ’20Q1 ’21: $1.6BQ2 ’21: $1.7BQ3 ’21: $1.8BQ4 ’21: $1.9BQ4 ’21Q1 ’22: $1.9BQ2 ’22: $1.6BQ3 ’22: $1.4BQ4 ’22: $1.56TQ4 ’22Q1 ’23: $1.6BQ2 ’23: $1.6BQ3 ’23: $1.3BQ4 ’23: $1.4BQ4 ’23Q1 ’24: $1.5BQ2 ’24: $1.4BQ3 ’24: $1.5BQ4 ’24: $1.5BQ4 ’24Q1 ’25: $1.5BQ2 ’25: $1.7BQ3 ’25: $1.8BQ4 ’25: $1.9BQ4 ’25Q1 ’26: $1.8Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2021

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.8B123May 5, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.9B130Jan 22, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.8B127Nov 5, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.7B118Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.5B117Apr 16, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.5B116Jan 24, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.5B113Oct 11, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.4B107Jul 24, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.5B107Apr 24, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.4B113Jan 11, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.3B110Oct 17, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.6B111Jul 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.6B111Apr 18, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.56T113Jan 18, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.4B111Oct 12, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.6B115Aug 8, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.9B116May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.9B109Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.8B110Nov 17, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.7B114Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.6B116May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.5B106Feb 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.1B106Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.3B108Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.2B109May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.5B96Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.5B101Nov 15, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.5B106Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.5B117May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.3B120Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.