Institutional Ownership Williams Companies, Inc. (WMB)
This table provides information about the institutional ownership of Williams Companies, Inc. (WMB). We have compiled data on the 1,843 institutions that hold shares in the stock, with a total of 1.07 Billion shares, which have been reported (via 13F filing form) to have a value of $65.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
7,871
shares
|
$480,052
0.1% of portfolio
|
Q4 2025
Reduced 10.8%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 23, 2026 Q4 2025 |
7,837
shares
|
$477,978
0.07% of portfolio
|
Q4 2025
Added 0.9%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
7,830
shares
|
$477,551
0.04% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
7,769
shares
|
$473,831
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Northstar Advisory Group, LLC
|
Jan 15, 2026 Q4 2025 |
7,760
shares
|
$473,282
0.17% of portfolio
|
Q4 2025
Added 1.03%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
7,749
shares
|
$472,611
0.03% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
7,747
shares
|
$472,489
0.03% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,746
shares
|
$472,428
0.01% of portfolio
|
Q1 2024
Added 7.02%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
7,742
shares
|
$472,184
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
7,736
shares
|
$471,818
0.01% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
7,715
shares
|
$470,537
0.02% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 23, 2026 Q4 2025 |
7,695
shares
|
$469,318
0.08% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
7,688
shares
|
$468,891
0.01% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
7,687
shares
|
$468,830
0.02% of portfolio
|
Q3 2025
Reduced 10.3%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
7,669
shares
|
$467,732
0.03% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
7,655
shares
|
$466,878
0.03% of portfolio
|
Q3 2025
Reduced 12.04%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
7,638
shares
|
$465,841
0.4% of portfolio
|
Q3 2022
Reduced 4.2%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
7,623
shares
|
$464,926
0.38% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
7,620
shares
|
$464,743
0.01% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
7,592
shares
|
$463,036
0.09% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
7,575
shares
|
$461,999
0.01% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
7,569
shares
|
$461,633
0.1% of portfolio
|
Q3 2025
Reduced 27.75%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
7,563
shares
|
$461,267
0.0% of portfolio
|
Q3 2025
Added 27.41%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
7,549
shares
|
$460,413
0.01% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Cohen Investment Advisors LLC
|
Jan 15, 2026 Q4 2025 |
7,541
shares
|
$459,925
0.2% of portfolio
|
Q4 2025
Reduced 1.84%
|
|