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Williams Companies (WMB) Institutional Ownership

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$59.22 +0.04 (+0.07%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Williams Companies (NYSE:WMB)

Current
Institutional Ownership
Percentage
86.44%
Number of
Institutional Buyers
(last 12 months)
741
Total
Institutional Inflows
(last 12 months)
$2.56B
Number of
Institutional Sellers
(last 12 months)
570
Total
Institutional Outflows
(last 12 months)
$2.44B
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WMB Institutional Buying and Selling by Quarter

Williams Companies Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Yeomans Consulting Group Inc.6,594$357K0.1%N/A0.001%
1/17/2025Veracity Capital LLC21,299$1.15M0.4%+29.3%0.002%
1/17/2025Donoghue Forlines LLC27,881$1.51M0.5%-64.7%0.002%
1/17/2025Trust Co. of Oklahoma27,572$1.49M0.5%-3.2%0.002%
1/17/2025Baron Silver Stevens Financial Advisors LLC4,359$236K0.0%N/A0.000%
1/17/2025Avior Wealth Management LLC5,636$305K0.0%+5.2%0.000%
1/17/2025Teamwork Financial Advisors LLC211,420$11.44M1.5%-24.2%0.017%
1/17/2025MinichMacGregor Wealth Management LLC3,912$212K0.0%-12.9%0.000%
1/17/2025Raleigh Capital Management Inc.12,278$664K0.3%-46.9%0.001%
1/17/2025D.B. Root & Company LLC17,919$970K0.3%-3.0%0.001%
1/17/2025Janney Montgomery Scott LLC904,865$48.97M0.1%-8.0%0.074%
1/17/2025Bartlett & CO. Wealth Management LLC81,828$4.43M0.1%-5.5%0.007%
1/17/2025GoalVest Advisory LLC30,405$1.65M0.5%-7.1%0.002%
1/17/2025SG Americas Securities LLC27,527$1.49M0.0%-96.8%0.002%
1/17/2025Phillips Wealth Planners LLC27,948$1.55M1.6%-11.8%0.002%
1/17/2025Cetera Trust Company N.A2,191$119K0.1%-10.0%0.000%
1/17/2025Park Place Capital Corp5,534$300K0.1%-31.5%0.000%
1/17/2025Magnus Financial Group LLC21,878$1.18M0.1%+29.7%0.002%
1/17/2025Albion Financial Group UT1,184$64K0.0%+18.4%0.000%
1/17/2025Dakota Wealth Management20,830$1.13M0.0%-18.0%0.002%
1/17/2025Eads & Heald Wealth Management5,489$297K0.1%-4.9%0.000%
1/17/2025XML Financial LLC7,363$398K0.0%+7.5%0.001%
1/17/2025Nisa Investment Advisors LLC384,296$20.80M0.1%-0.7%0.032%
1/17/2025Simon Quick Advisors LLC7,960$431K0.0%+13.7%0.001%
1/17/2025Proquility Private Wealth Partners LLC82,808$4.48M1.4%-0.6%0.007%
1/17/2025Atomi Financial Group Inc.17,511$948K0.0%+42.4%0.001%
1/17/2025Transform Wealth LLC53,132$2.88M0.2%-5.1%0.004%
1/17/2025Lockerman Financial Group Inc.4,232$229K0.4%N/A0.000%
1/17/2025Segment Wealth Management LLC28,132$1.52M0.1%+0.9%0.002%
1/16/2025Mitchell & Pahl Private Wealth LLC18,394$995K0.5%-7.2%0.002%
1/16/2025Ballentine Partners LLC29,974$1.62M0.0%+12.5%0.002%
1/16/2025New Hampshire Trust23,373$1.27M0.3%-1.2%0.002%
1/16/2025Central Bank & Trust Co.101,598$5.50M0.8%-7.6%0.008%
1/16/2025MassMutual Private Wealth & Trust FSB109,180$5.91M0.2%-4.3%0.009%
1/16/2025Lee Johnson Capital Management LLC91,257$4.94M2.6%+1.8%0.007%
1/16/2025Stokes Capital Advisors LLC186,465$10.09M2.6%-0.5%0.015%
1/16/2025Uncommon Cents Investing LLC28,740$1.56M0.5%-0.8%0.002%
1/16/2025UMB Bank n.a.15,166$821K0.0%+6.4%0.001%
1/16/2025Diversify Wealth Management LLC12,080$671K0.1%-21.4%0.001%
1/16/2025Gilman Hill Asset Management LLC100,422$5.44M0.9%-30.7%0.008%
1/16/2025RoundAngle Advisors LLC35,231$1.91M1.8%N/A0.003%
1/16/2025Annex Advisory Services LLC169,533$9.18M0.3%+2.5%0.014%
1/16/2025Grove Bank & Trust2,970$161K0.0%-77.5%0.000%
1/16/2025My Legacy Advisors LLC24,712$1.43M0.6%-2.0%0.002%
1/16/2025Clarius Group LLC8,596$465K0.0%-3.9%0.001%
1/15/2025 HF Advisory Group LLC14,029$759K0.3%-15.5%0.001%
1/15/2025 Aaron Wealth Advisors LLC5,084$275K0.0%N/A0.000%
1/15/2025 Whitaker Myers Wealth Managers LTD.11,466$621K0.2%-24.5%0.001%
1/15/2025 Portside Wealth Group LLC24,678$1.34M0.2%-0.7%0.002%
1/15/2025 Wealth Alliance Advisory Group LLC74,009$4.01M0.8%+1.2%0.006%
1/15/2025 Herbst Group LLC38,500$2.08M1.3%-15.4%0.003%
1/15/2025 Ameritas Advisory Services LLC7,761$420K0.0%+12.2%0.001%
1/15/2025 HB Wealth Management LLC44,045$2.38M0.0%+18.3%0.004%
1/15/2025 Lummis Asset Management LP14,133$765K1.0%-3.4%0.001%
1/15/2025 Arkadios Wealth Advisors10,552$571K0.0%-47.2%0.001%
1/15/2025 Lake Street Private Wealth LLC10,852$587K0.1%+8.4%0.001%
1/15/2025 Dakota Community Bank & Trust NA8,652$468K2.2%-8.5%0.001%
1/15/2025 TrueWealth Advisors LLC25,034$1.36M0.5%-19.9%0.002%
1/15/2025 O Keefe Stevens Advisory Inc.13,910$753K0.2%+31.2%0.001%
1/15/2025 Merit Financial Group LLC83,609$4.53M0.1%+12.0%0.007%
1/15/2025 Householder Group Estate & Retirement Specialist LLC1,000$54K0.0%-48.2%0.000%
1/15/2025 CNB Bank25,265$1.37M0.6%-11.5%0.002%
1/15/2025 ALM First Financial Advisors LLC4,040$219K0.0%N/A0.000%
1/15/2025 Procyon Advisors LLC97,729$5.29M0.3%-35.4%0.008%
1/15/2025 Everpar Advisors LLC14,973$810K0.4%-17.4%0.001%
1/15/2025 Occidental Asset Management LLC92,229$4.99M0.8%+4.1%0.008%
1/15/2025 Empirical Asset Management LLC80,193$4.34M0.1%+612.2%0.007%
1/15/2025 Eagle Rock Investment Company LLC42,034$2.28M0.4%-2.2%0.003%
1/15/2025 Retireful LLC13,439$727K0.4%N/A0.001%
1/15/2025 Ritholtz Wealth Management11,495$622K0.0%+24.9%0.001%
1/15/2025 Gateway Investment Advisers LLC4,016$217K0.0%-12.4%0.000%
1/15/2025 Beech Hill Advisors Inc.34,083$1.85M0.7%-4.3%0.003%
1/15/2025 Mirador Capital Partners LP16,516$894K0.2%+2.9%0.001%
1/15/2025 Hennion & Walsh Asset Management Inc.75,278$4.07M0.2%+17.0%0.006%
1/14/2025 StrongBox Wealth LLC6,145$333K0.1%N/A0.001%
1/14/2025 Contravisory Investment Management Inc.8,962$485K0.1%N/A0.001%
1/14/2025 Essex Savings Bank3,834$207K0.1%N/A0.000%
1/14/2025 USA Financial Formulas23,009$1.25M0.2%N/A0.002%
1/14/2025 Burney Co.48,557$2.63M0.1%+3.0%0.004%
1/14/2025 Apella Capital LLC4,045$219K0.0%N/A0.000%
1/14/2025 Brendel Financial Advisors LLC46,234$2.50M1.5%-11.0%0.004%
1/14/2025 Laurel Wealth Advisors LLC2,178$118K0.0%+10.1%0.000%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.28,207$1.53M0.3%+33.7%0.002%
1/14/2025 Park Avenue Securities LLC65,747$3.56M0.0%+5.8%0.005%
1/14/2025 Assenagon Asset Management S.A.1,600,239$86.61M0.1%+3,490.2%0.131%
1/14/2025 Board of the Pension Protection Fund13,300$720K0.8%N/A0.001%
1/14/2025 Rockland Trust Co.4,064$220K0.0%-12.9%0.000%
1/14/2025 Fifth Third Wealth Advisors LLC39,913$2.16M0.1%+7.6%0.003%
1/14/2025 Oak Thistle LLC7,375$399K0.1%-83.4%0.001%
1/14/2025 Pines Wealth Management LLC5,130$285K0.1%N/A0.000%
1/14/2025 SeaCrest Wealth Management LLC8,986$486K0.1%-7.4%0.001%
1/14/2025 Pacifica Partners Inc.11,670$652K0.3%-2.6%0.001%
1/14/2025 Quantum Financial Advisors LLC3,746$203K0.0%N/A0.000%
1/14/2025 Ignite Planners LLC17,925$1.02M0.2%-3.6%0.001%
1/14/2025 180 Wealth Advisors LLC8,080$437K0.1%-6.6%0.001%
1/14/2025 Wallace Advisory Group LLC8,899$482K0.3%-20.2%0.001%
1/13/2025 Code Waechter LLC6,504$352K0.3%-9.3%0.001%
1/13/2025 Marcum Wealth LLC18,842$1.02M0.1%-23.4%0.002%
1/13/2025 FNY Investment Advisers LLC3,500$189K0.1%N/A0.000%
1/13/2025 AdvisorNet Financial Inc4,793$259K0.0%-7.0%0.000%
(Data available from 1/1/2016 forward)

WMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WMB shares?

During the previous two years, 1,320 institutional investors and hedge funds held shares of Williams Companies. The most heavily invested institutionals were Aspire Private Capital LLC ($25.03B), Vanguard Group Inc. ($4.99B), BlackRock Inc. ($3.86B), State Street Corp ($3.57B), Wellington Management Group LLP ($1.63B), Geode Capital Management LLC ($1.40B), and Dodge & Cox ($1.17B).Learn more on WMB's institutional investors.

What percentage of Williams Companies stock is owned by institutional investors?

86.44% of Williams Companies stock is owned by institutional investors. Learn more on WMB's institutional investor holdings.

Which institutional investors have been buying Williams Companies stock?

Of the 1,128 institutional investors that purchased Williams Companies stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($10.22M), Federated Hermes Inc. ($9.34M), Norges Bank ($8.80M), Bahl & Gaynor Inc. ($5.46M), Blackstone Inc. ($4.17M), Deutsche Bank AG ($4.11M), and Clearbridge Investments LLC ($3.58M).

How much institutional buying is happening at Williams Companies?

Institutional investors have bought a total of 158,713,646 shares in the last 24 months. This purchase volume represents approximately $5.58B in transactions.

Which Williams Companies major shareholders have been selling company stock?

Of the 832 institutional investors that sold Williams Companies stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Franklin Resources Inc. ($8.84M), Price T Rowe Associates Inc. MD ($6.48M), Federated Hermes Inc. ($5.43M), Clearbridge Investments LLC ($5.36M), State Street Corp ($4.38M), Deutsche Bank AG ($3.94M), and Jennison Associates LLC ($3.82M).

How much institutional selling is happening at Williams Companies?

Institutional investors have sold a total of 123,055,149 shares in the last 24 months. This volume of shares sold represents approximately $4.47B in transactions.



This page (NYSE:WMB) was last updated on 1/18/2025 by MarketBeat.com Staff
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