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 1,835 institutions that hold shares in the stock, with a total of 1.08 Billion shares, which have been reported (via 13F filing form) to have a value of $68.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
573
shares
|
$36,299
0.03% of portfolio
|
Q4 2024
Reduced 16.72%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
553
shares
|
$35,032
0.03% of portfolio
|
Q4 2024
Reduced 15.05%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
553
shares
|
$35,032
0.03% of portfolio
|
Q4 2024
Reduced 15.05%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
547
shares
|
$34,652
0.01% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
546
shares
|
$34,589
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
507
shares
|
$32,118
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
507
shares
|
$32,118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
505
shares
|
$31,991
0.01% of portfolio
|
Q1 2025
Added 4490.91%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
502
shares
|
$31,801
0.01% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
500
shares
|
$31,675
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
500
shares
|
$31,675
0.0% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
500
shares
|
$31,675
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
498
shares
|
$31,548
0.02% of portfolio
|
Q2 2025
Reduced 24.43%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
494
shares
|
$31,294
0.0% of portfolio
|
Q2 2025
Added 28.98%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
469
shares
|
$29,711
0.01% of portfolio
|
Q2 2025
Added 104.8%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
456
shares
|
$28,887
0.02% of portfolio
|
Q2 2025
Added 29.91%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
450
shares
|
$28,507
0.0% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
444
shares
|
$28,127
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
443
shares
|
$28,064
0.02% of portfolio
|
Q2 2025
Added 47.67%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
439
shares
|
$27,810
0.01% of portfolio
|
Q1 2025
Added 75.6%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
425
shares
|
$26,923
0.02% of portfolio
|
Q2 2025
Added 20.4%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
424
shares
|
$26,860
0.0% of portfolio
|
Q4 2023
Added 265.52%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
417
shares
|
$26,416
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
400
shares
|
$25,340
0.0% of portfolio
|
Q2 2018
Reduced 55.56%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
400
shares
|
$25,340
0.0% of portfolio
|
Q4 2024
New holding
|