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Institutional Ownership · SEC Form 13F

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.

324
Institutional holders
171M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
ALPS ADVISORS INC trimmed36,629,600$1.6B21.7%2026-Q2
Invesco Ltd. added24,122,314$1.1B14.3%2026-Q2
MORGAN STANLEY added21,230,903$929M12.6%2026-Q2
Blackstone Inc. added10,367,520$454M6.2%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed8,637,568$378M5.1%2026-Q2
GOLDMAN SACHS GROUP INC trimmed8,527,559$373M5.1%2026-Q2
TORTOISE CAPITAL ADVISORS, L.L.C. trimmed6,506,154$285M3.9%2026-Q2
NEUBERGER BERMAN GROUP LLC trimmed6,190,369$271M3.7%2026-Q2
KAYNE ANDERSON CAPITAL ADVISORS LP added3,928,197$172M2.3%2026-Q2
UBS Group AG trimmed3,567,482$156M2.1%2026-Q2
Clearbridge Investments, LLC added2,711,343$119M1.6%2026-Q2
WESTWOOD HOLDINGS GROUP INC added2,183,188$96M1.3%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed1,992,817$87M1.2%2026-Q2
MILLER HOWARD INVESTMENTS INC /NY added1,648,942$72M1.0%2026-Q2
ING GROEP NV1,587,500$69M0.9%2026-Q2
Fractal Investments LLC trimmed1,524,646$67M0.9%2026-Q2
BANK OF AMERICA CORP /DE/ added1,366,602$60M0.8%2026-Q2
BARCLAYS PLC added1,336,050$58M0.8%2026-Q2
BERKLEY W R CORP1,266,970$55M0.8%2026-Q2
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT trimmed1,259,900$55M0.7%2026-Q2
INFRASTRUCTURE CAPITAL ADVISORS, LLC trimmed1,217,182$53M0.7%2026-Q2
Recurrent Investment Advisors LLC trimmed1,133,291$50M0.7%2026-Q2
EAGLE GLOBAL ADVISORS LLC trimmed1,041,420$46M0.6%2026-Q2
JPMORGAN CHASE & CO trimmed980,558$43M0.6%2026-Q2
STIFEL FINANCIAL CORP trimmed975,975$43M0.6%2026-Q2
LONGFELLOW INVESTMENT MANAGEMENT CO LLC914,525$40M0.5%2026-Q2
WELLS FARGO & COMPANY/MN added862,254$38M0.5%2026-Q2
FIRST TRUST ADVISORS LP trimmed757,171$33M0.4%2026-Q2
Brookfield Corp /ON/ added731,378$32M0.4%2026-Q2
NATIXIS trimmed657,600$29M0.4%2026-Q2
CIBC Bancorp USA Inc. trimmed645,168$28M0.4%2026-Q2
Texas Yale Capital Corp. added638,096$28M0.4%2026-Q2
RAYMOND JAMES FINANCIAL INC added566,167$25M0.3%2026-Q2
Allianz Asset Management GmbH443,487$19M0.3%2026-Q2
Catalyst Capital Advisors LLC added406,912$18M0.2%2026-Q2
Terril Brothers, Inc. trimmed402,969$18M0.2%2026-Q2
Adams Asset Advisors, LLC added374,823$16M0.2%2026-Q2
Empowered Funds, LLC trimmed362,716$16M0.2%2026-Q2
RR Advisors, LLC added356,123$16M0.2%2026-Q2
Empirical Finance, LLC trimmed330,016$14M0.2%2026-Q2
LPL Financial LLC added325,656$14M0.2%2026-Q2
JENNISON ASSOCIATES LLC trimmed313,367$14M0.2%2026-Q2
CITADEL ADVISORS LLC trimmed304,274$13M0.2%2026-Q2
Knollwood Investment Advisory, LLC301,032$13M0.2%2026-Q2
Susquehanna Portfolio Strategies, LLC trimmed287,825$13M0.2%2026-Q2
Sovereign Investment Advisors, LLC274,479$12M0.2%2026-Q2
Slotnik Capital, LLC262,614$11M0.2%2026-Q2
Waverly Advisors, LLC trimmed250,869$11M0.1%2026-Q2
VICTORY CAPITAL MANAGEMENT INC249,581$11M0.1%2026-Q2
Advisors Asset Management, Inc. trimmed232,840$10M0.1%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC trimmed224,453$10M0.1%2026-Q2
Maryland State Retirement & Pension System trimmed216,251$9M0.1%2026-Q2
STEPHENS INC /AR/ added215,066$9M0.1%2026-Q2
ROYAL BANK OF CANADA trimmed207,128$9M0.1%2026-Q2
Heronetta Management, L.P.206,361$9M0.1%2026-Q2
Arax Advisory Partners added202,996$9M0.1%2026-Q2
Militia Capital Management LLC200,250$9M0.1%2026-Q2
CITIGROUP INC added175,596$8M0.1%2026-Q2
Ellsworth Advisors, LLC added172,429$8M0.1%2026-Q2
HORIZON KINETICS ASSET MANAGEMENT LLC added172,227$8M0.1%2026-Q2
Americana Partners, LLC trimmed161,245$7M0.1%2026-Q2
EVERGREEN CAPITAL MANAGEMENT LLC trimmed155,867$7M0.1%2026-Q2
Sanctuary Advisors, LLC added144,248$6M0.1%2026-Q2
BANK OF MONTREAL /CAN/ added139,447$6M0.1%2026-Q2
Mariner, LLC added137,042$6M0.1%2026-Q2
Rockefeller Capital Management L.P. added134,118$6M0.1%2026-Q2
CIBC WORLD MARKET INC. trimmed132,700$6M0.1%2026-Q2
Cresset Asset Management, LLC added131,835$6M0.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed110,559$5M0.1%2026-Q2
HENNESSY ADVISORS INC110,260$5M0.1%2026-Q2
Lavaca Capital LLC108,000$5M0.1%2026-Q2
Cetera Investment Advisers trimmed99,433$4M0.1%2026-Q2
Summit Financial, LLC added94,579$4M0.1%2026-Q2
GLENMEDE TRUST CO NA85,481$4M0.1%2026-Q2
SPIRIT OF AMERICA MANAGEMENT CORP/NY trimmed85,150$4M0.1%2026-Q2
Pathstone Holdings, LLC83,078$4M0.0%2026-Q2
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/78,819$3M0.0%2026-Q2
D.A. DAVIDSON & CO. added74,339$3M0.0%2026-Q2
MAI Capital Management added73,587$3M0.0%2026-Q2
Pekin Hardy Strauss, Inc. added73,156$3M0.0%2026-Q2
NewEdge Advisors, LLC added71,977$3M0.0%2026-Q2
GraniteShares Advisors LLC added70,436$3M0.0%2026-Q2
Pinnacle Holdings, LLC67,846$3M0.0%2026-Q2
Hartree Partners, LP new66,000$3M0.0%2026-Q2
BlackRock, Inc. trimmed65,655$3M0.0%2026-Q2
VAN ECK ASSOCIATES CORP trimmed63,189$3M0.0%2026-Q2
Kestra Advisory Services, LLC added61,450$3M0.0%2026-Q2
DIVIDEND ASSETS CAPITAL, LLC trimmed59,492$3M0.0%2026-Q2
HUB Investment Partners, LLC trimmed59,219$3M0.0%2026-Q2
TRUIST FINANCIAL CORP added55,370$2M0.0%2026-Q2
HUNTINGTON NATIONAL BANK49,999$2M0.0%2026-Q2
CFM WEALTH PARTNERS LLC49,883$2M0.0%2026-Q2
ELCO Management Co., LLC trimmed49,437$2M0.0%2026-Q2
WEXFORD CAPITAL LP48,526$2M0.0%2026-Q2
SageGuard Financial Group, LLC added44,477$2M0.0%2026-Q2
JANE STREET GROUP, LLC trimmed44,072$2M0.0%2026-Q2
AlTi Global, Inc. added42,800$2M0.0%2026-Q2
Quantinno Capital Management LP added42,161$2M0.0%2026-Q2
OSAIC HOLDINGS, INC. added41,633$2M0.0%2026-Q2
GUGGENHEIM CAPITAL LLC added39,913$2M0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership