Who owns Western Midstream Partners (WES)
Which tracked institutional funds hold WES, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WES company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
81 tracked funds added or opened WES while 48 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WES’s largest tracked holder by dollar value, ALPS ADVISORS INC, sizes it at 7.5% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 7.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WES divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 324 tracked filers holding WES, 143 increased or opened the position and 151 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WES between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- BANK OF MONTREAL /CAN/$6M
- NewEdge Advisors, LLC$3M
- Hartree Partners, LP$3M
- JANE STREET GROUP, LLC$2M
- ARDSLEY ADVISORY PARTNERS LP$1M
- Evanson Financial, LLC$792K
Full exits 23
- CHICKASAW CAPITAL MANAGEMENT LLC$230M
- HRT FINANCIAL LP$17M
- U.S. Capital Wealth Advisors, LLC$6M
- PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE$4M
- HighTower Advisors, LLC$4M
- Parkside Financial Bank & Trust$3M
Largest adds
- MORGAN STANLEY$742M
- Blackstone Inc.$93M
- Invesco Ltd.$70M
- BARCLAYS PLC$15M
- BANK OF AMERICA CORP /DE/$13M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$13M
Largest trims
- TORTOISE CAPITAL ADVISORS, L.L.C.$77M
- JPMORGAN CHASE & CO$19M
- CIBC Bancorp USA Inc.$16M
- CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$14M
- Jump Financial, LLC$11M
- CITADEL ADVISORS LLC$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ALPS ADVISORS INC trimmed | 36,629,600 | $1.6B | 21.7% | 2026-Q2 |
| Invesco Ltd. added | 24,122,314 | $1.1B | 14.3% | 2026-Q2 |
| MORGAN STANLEY added | 21,230,903 | $929M | 12.6% | 2026-Q2 |
| Blackstone Inc. added | 10,367,520 | $454M | 6.2% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 8,637,568 | $378M | 5.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 8,527,559 | $373M | 5.1% | 2026-Q2 |
| TORTOISE CAPITAL ADVISORS, L.L.C. trimmed | 6,506,154 | $285M | 3.9% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 6,190,369 | $271M | 3.7% | 2026-Q2 |
| KAYNE ANDERSON CAPITAL ADVISORS LP added | 3,928,197 | $172M | 2.3% | 2026-Q2 |
| UBS Group AG trimmed | 3,567,482 | $156M | 2.1% | 2026-Q2 |
| Clearbridge Investments, LLC added | 2,711,343 | $119M | 1.6% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC added | 2,183,188 | $96M | 1.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,992,817 | $87M | 1.2% | 2026-Q2 |
| MILLER HOWARD INVESTMENTS INC /NY added | 1,648,942 | $72M | 1.0% | 2026-Q2 |
| ING GROEP NV | 1,587,500 | $69M | 0.9% | 2026-Q2 |
| Fractal Investments LLC trimmed | 1,524,646 | $67M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,366,602 | $60M | 0.8% | 2026-Q2 |
| BARCLAYS PLC added | 1,336,050 | $58M | 0.8% | 2026-Q2 |
| BERKLEY W R CORP | 1,266,970 | $55M | 0.8% | 2026-Q2 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT trimmed | 1,259,900 | $55M | 0.7% | 2026-Q2 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC trimmed | 1,217,182 | $53M | 0.7% | 2026-Q2 |
| Recurrent Investment Advisors LLC trimmed | 1,133,291 | $50M | 0.7% | 2026-Q2 |
| EAGLE GLOBAL ADVISORS LLC trimmed | 1,041,420 | $46M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 980,558 | $43M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 975,975 | $43M | 0.6% | 2026-Q2 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 914,525 | $40M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 862,254 | $38M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 757,171 | $33M | 0.4% | 2026-Q2 |
| Brookfield Corp /ON/ added | 731,378 | $32M | 0.4% | 2026-Q2 |
| NATIXIS trimmed | 657,600 | $29M | 0.4% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 645,168 | $28M | 0.4% | 2026-Q2 |
| Texas Yale Capital Corp. added | 638,096 | $28M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 566,167 | $25M | 0.3% | 2026-Q2 |
| Allianz Asset Management GmbH | 443,487 | $19M | 0.3% | 2026-Q2 |
| Catalyst Capital Advisors LLC added | 406,912 | $18M | 0.2% | 2026-Q2 |
| Terril Brothers, Inc. trimmed | 402,969 | $18M | 0.2% | 2026-Q2 |
| Adams Asset Advisors, LLC added | 374,823 | $16M | 0.2% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 362,716 | $16M | 0.2% | 2026-Q2 |
| RR Advisors, LLC added | 356,123 | $16M | 0.2% | 2026-Q2 |
| Empirical Finance, LLC trimmed | 330,016 | $14M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 325,656 | $14M | 0.2% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 313,367 | $14M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 304,274 | $13M | 0.2% | 2026-Q2 |
| Knollwood Investment Advisory, LLC | 301,032 | $13M | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC trimmed | 287,825 | $13M | 0.2% | 2026-Q2 |
| Sovereign Investment Advisors, LLC | 274,479 | $12M | 0.2% | 2026-Q2 |
| Slotnik Capital, LLC | 262,614 | $11M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 250,869 | $11M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC | 249,581 | $11M | 0.1% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 232,840 | $10M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 224,453 | $10M | 0.1% | 2026-Q2 |
| Maryland State Retirement & Pension System trimmed | 216,251 | $9M | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 215,066 | $9M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 207,128 | $9M | 0.1% | 2026-Q2 |
| Heronetta Management, L.P. | 206,361 | $9M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 202,996 | $9M | 0.1% | 2026-Q2 |
| Militia Capital Management LLC | 200,250 | $9M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 175,596 | $8M | 0.1% | 2026-Q2 |
| Ellsworth Advisors, LLC added | 172,429 | $8M | 0.1% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC added | 172,227 | $8M | 0.1% | 2026-Q2 |
| Americana Partners, LLC trimmed | 161,245 | $7M | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 155,867 | $7M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 144,248 | $6M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 139,447 | $6M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 137,042 | $6M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 134,118 | $6M | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 132,700 | $6M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC added | 131,835 | $6M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 110,559 | $5M | 0.1% | 2026-Q2 |
| HENNESSY ADVISORS INC | 110,260 | $5M | 0.1% | 2026-Q2 |
| Lavaca Capital LLC | 108,000 | $5M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 99,433 | $4M | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 94,579 | $4M | 0.1% | 2026-Q2 |
| GLENMEDE TRUST CO NA | 85,481 | $4M | 0.1% | 2026-Q2 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY trimmed | 85,150 | $4M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC | 83,078 | $4M | 0.0% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 78,819 | $3M | 0.0% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 74,339 | $3M | 0.0% | 2026-Q2 |
| MAI Capital Management added | 73,587 | $3M | 0.0% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 73,156 | $3M | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 71,977 | $3M | 0.0% | 2026-Q2 |
| GraniteShares Advisors LLC added | 70,436 | $3M | 0.0% | 2026-Q2 |
| Pinnacle Holdings, LLC | 67,846 | $3M | 0.0% | 2026-Q2 |
| Hartree Partners, LP new | 66,000 | $3M | 0.0% | 2026-Q2 |
| BlackRock, Inc. trimmed | 65,655 | $3M | 0.0% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 63,189 | $3M | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 61,450 | $3M | 0.0% | 2026-Q2 |
| DIVIDEND ASSETS CAPITAL, LLC trimmed | 59,492 | $3M | 0.0% | 2026-Q2 |
| HUB Investment Partners, LLC trimmed | 59,219 | $3M | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 55,370 | $2M | 0.0% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK | 49,999 | $2M | 0.0% | 2026-Q2 |
| CFM WEALTH PARTNERS LLC | 49,883 | $2M | 0.0% | 2026-Q2 |
| ELCO Management Co., LLC trimmed | 49,437 | $2M | 0.0% | 2026-Q2 |
| WEXFORD CAPITAL LP | 48,526 | $2M | 0.0% | 2026-Q2 |
| SageGuard Financial Group, LLC added | 44,477 | $2M | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 44,072 | $2M | 0.0% | 2026-Q2 |
| AlTi Global, Inc. added | 42,800 | $2M | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 42,161 | $2M | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 41,633 | $2M | 0.0% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 39,913 | $2M | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.