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 1,765 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 $61.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
9,440
shares
|
$541,478
0.03% of portfolio
|
Q2 2025
Added 26.47%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
9,433
shares
|
$541,076
0.07% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
9,430
shares
|
$540,904
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
9,412
shares
|
$539,872
0.03% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
9,387
shares
|
$538,438
0.07% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
9,386
shares
|
$538,380
0.12% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
9,376
shares
|
$537,807
0.04% of portfolio
|
Q1 2025
Reduced 90.57%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
9,368
shares
|
$537,348
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
9,366
shares
|
$537,233
0.14% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
9,356
shares
|
$536,660
0.26% of portfolio
|
Q2 2025
Reduced 30.47%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
9,343
shares
|
$535,914
0.02% of portfolio
|
Q1 2025
Reduced 16.42%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
9,327
shares
|
$534,996
0.03% of portfolio
|
Q4 2022
Reduced 0.11%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
9,302
shares
|
$533,562
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
9,278
shares
|
$532,186
0.02% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
9,219
shares
|
$528,801
0.11% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
9,216
shares
|
$528,629
0.02% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
9,205
shares
|
$527,998
0.04% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
9,173
shares
|
$526,163
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
9,103
shares
|
$522,148
0.01% of portfolio
|
Q1 2025
Added 16.87%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,085
shares
|
$521,115
0.03% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
9,037
shares
|
$518,362
0.21% of portfolio
|
Q1 2025
Reduced 31.21%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
9,030
shares
|
$517,960
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
9,023
shares
|
$517,559
0.52% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
9,000
shares
|
$516,240
0.05% of portfolio
|
Q1 2025
Added 99.2%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
8,958
shares
|
$513,830
0.03% of portfolio
|
Q1 2025
New holding
|