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 1,517 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 $58.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
100
shares
|
$5,543
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$5,543
0.0% of portfolio
|
Q2 2024
Reduced 93.9%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
100
shares
|
$5,543
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
99
shares
|
$5,487
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
99
shares
|
$5,487
0.0% of portfolio
|
Q3 2024
Added 26.92%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
97
shares
|
$5,376
0.01% of portfolio
|
Q4 2022
Reduced 98.25%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
94
shares
|
$5,210
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
92
shares
|
$5,099
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
90
shares
|
$4,988
0.0% of portfolio
|
Q4 2024
Reduced 99.74%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
89
shares
|
$4,933
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
81
shares
|
$4,489
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
80
shares
|
$4,434
0.0% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
77
shares
|
$4,268
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
73
shares
|
$4,046
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
66
shares
|
$3,658
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
57
shares
|
$3,159
0.0% of portfolio
|
Q4 2022
Reduced 89.12%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
57
shares
|
$3,159
0.0% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
53
shares
|
$2,937
0.0% of portfolio
|
Q2 2023
Reduced 57.94%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
46
shares
|
$2,549
0.0% of portfolio
|
Q1 2024
Reduced 90.32%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
40
shares
|
$2,217
0.0% of portfolio
|
Q4 2023
Reduced 52.94%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
38
shares
|
$2,106
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
30
shares
|
$1,662
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
29
shares
|
$1,607
0.0% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
29
shares
|
$1,607
0.0% of portfolio
|
Q3 2024
Added 20.83%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
27
shares
|
$1,496
0.0% of portfolio
|
Q3 2024
New holding
|