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 1,644 institutions that hold shares in the stock, with a total of 1.05 Billion shares, which have been reported (via 13F filing form) to have a value of $60 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
111
shares
|
$6,415
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
106
shares
|
$6,126
0.0% of portfolio
|
Q1 2023
Reduced 60.89%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
100
shares
|
$5,780
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$5,780
0.0% of portfolio
|
Q2 2024
Reduced 93.9%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
99
shares
|
$5,722
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
97
shares
|
$5,606
0.01% of portfolio
|
Q4 2022
Reduced 98.25%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
95
shares
|
$5,491
0.0% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
93
shares
|
$5,375
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
90
shares
|
$5,202
0.0% of portfolio
|
Q4 2024
Reduced 99.74%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
89
shares
|
$5,144
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
85
shares
|
$4,913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
81
shares
|
$4,681
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
80
shares
|
$4,624
0.0% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
73
shares
|
$4,219
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
70
shares
|
$4,046
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
61
shares
|
$3,525
0.0% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
57
shares
|
$3,294
0.0% of portfolio
|
Q4 2022
Reduced 89.12%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
53
shares
|
$3,063
0.0% of portfolio
|
Q2 2023
Reduced 57.94%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
46
shares
|
$2,658
0.0% of portfolio
|
Q1 2024
Reduced 90.32%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
40
shares
|
$2,312
0.0% of portfolio
|
Q4 2023
Reduced 52.94%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
39
shares
|
$2,254
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
38
shares
|
$2,196
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
35
shares
|
$2,023
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
30
shares
|
$1,734
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
29
shares
|
$1,676
0.0% of portfolio
|
Q1 2023
Reduced 50.0%
|