Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns WMB (WMB)


Which tracked institutional funds hold WMB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WMB company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

1,796
Institutional holders
1,055,746,668
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on WMB is one-sided between 2025-Q4 and 2026-Q1: 740 added or opened and 143 trimmed or exited — on balance accumulating.

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

WMB’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes WMB more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in WMB 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 2025-Q4 and 2026-Q1, across 1796 tracked filers holding WMB, 908 increased or opened the position and 781 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

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 WMB between the 2025-Q4 and 2026-Q1 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 66

  • VANGUARD CAPITAL MANAGEMENT LLC$5.8B
  • VANGUARD PORTFOLIO MANAGEMENT LLC$3.1B
  • VANGUARD FIDUCIARY TRUST CO$501M
  • Qube Research & Technologies Ltd$280M
  • Vanguard Global Advisers, LLC$194M
  • VANGUARD ASSET MANAGEMENT, Ltd$167M

Full exits 51

  • VANGUARD GROUP INC$8.1B
  • Jain Global LLC$75M
  • Castle Hook Partners LP$62M
  • Janney Montgomery Scott LLC$60M
  • NATIXIS$58M
  • CIBC Private Wealth Group LLC$53M

Largest adds

  • BlackRock, Inc.$1.3B
  • STATE STREET CORP$1.2B
  • BANK OF AMERICA CORP /DE/$468M
  • MORGAN STANLEY$438M
  • GEODE CAPITAL MANAGEMENT, LLC$431M
  • Invesco Ltd.$417M

Largest trims

  • WELLINGTON MANAGEMENT GROUP LLP$552M
  • SG Americas Securities, LLC$175M
  • NORGES BANK$136M
  • Alyeska Investment Group, L.P.$112M
  • Squarepoint Ops LLC$106M
  • BALYASNY ASSET MANAGEMENT L.P.$102M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed106,454,660$7.7B10.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new79,356,001$5.8B7.8%2026-Q1
STATE STREET CORP added72,988,408$5.3B7.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed44,461,236$3.2B4.4%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new43,269,040$3.1B4.3%2026-Q1
MORGAN STANLEY added33,740,119$2.5B3.3%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added29,593,870$2.1B2.9%2026-Q1
Clearbridge Investments, LLC added23,238,857$1.7B2.3%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed23,073,616$1.7B2.3%2026-Q1
JPMORGAN CHASE & CO trimmed22,058,365$1.6B2.2%2026-Q1
DEUTSCHE BANK AG\ trimmed18,968,223$1.4B1.9%2026-Q1
Invesco Ltd. added17,893,662$1.3B1.8%2026-Q1
Blackstone Inc. trimmed17,074,392$1.2B1.7%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed15,930,163$1.2B1.6%2026-Q1
NORTHERN TRUST CORP trimmed13,423,842$977M1.3%2026-Q1
ROYAL BANK OF CANADA trimmed12,128,639$883M1.2%2026-Q1
Amundi added11,710,478$852M1.2%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed11,511,441$838M1.1%2026-Q1
TORTOISE CAPITAL ADVISORS, L.L.C. added11,499,134$837M1.1%2026-Q1
GOLDMAN SACHS GROUP INC added10,699,584$779M1.1%2026-Q1
Legal & General Group Plc trimmed9,228,073$672M0.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added9,113,465$663M0.9%2026-Q1
UBS Group AG trimmed9,047,346$658M0.9%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added8,921,513$649M0.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed8,555,932$623M0.8%2026-Q1
NORGES BANK trimmed10,242,417$612M0.8%2026-Q1
Bank of New York Mellon Corp added8,048,647$586M0.8%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added7,615,946$554M0.8%2026-Q1
Nuveen, LLC added7,039,221$512M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new6,882,935$501M0.7%2026-Q1
BAHL & GAYNOR INC trimmed6,859,866$499M0.7%2026-Q1
KAYNE ANDERSON CAPITAL ADVISORS LP trimmed6,703,243$488M0.7%2026-Q1
COHEN & STEERS, INC. added6,578,577$479M0.6%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed6,456,552$470M0.6%2026-Q1
WELLS FARGO & COMPANY/MN added6,355,450$463M0.6%2026-Q1
AMERIPRISE FINANCIAL INC trimmed5,973,828$435M0.6%2026-Q1
BROOKFIELD Corp /ON/ trimmed5,187,832$378M0.5%2026-Q1
WESTWOOD HOLDINGS GROUP INC added4,701,198$342M0.5%2026-Q1
Artisan Partners Limited Partnership trimmed4,621,865$336M0.5%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added4,580,409$333M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added4,570,199$333M0.5%2026-Q1
FMR LLC added4,487,419$327M0.4%2026-Q1
MACKENZIE FINANCIAL CORP trimmed4,327,267$315M0.4%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added4,292,138$312M0.4%2026-Q1
Pictet Asset Management Holding SA trimmed4,066,609$296M0.4%2026-Q1
Qube Research & Technologies Ltd added3,845,078$280M0.4%2026-Q1
STIFEL FINANCIAL CORP added3,772,490$275M0.4%2026-Q1
BARCLAYS PLC added3,691,925$269M0.4%2026-Q1
Swiss National Bank added3,584,000$261M0.4%2026-Q1
National Pension Service added3,217,009$234M0.3%2026-Q1
1832 Asset Management L.P. trimmed3,190,511$232M0.3%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added3,019,701$220M0.3%2026-Q1
CHICKASAW CAPITAL MANAGEMENT LLC trimmed3,005,588$219M0.3%2026-Q1
BANK OF MONTREAL /CAN/ added2,914,185$212M0.3%2026-Q1
JOHNSON INVESTMENT COUNSEL INC trimmed2,898,359$211M0.3%2026-Q1
JENNISON ASSOCIATES LLC added2,754,878$201M0.3%2026-Q1
Vanguard Global Advisers, LLC new2,672,028$194M0.3%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed2,666,077$194M0.3%2026-Q1
FRANKLIN RESOURCES INC added2,495,719$182M0.2%2026-Q1
CI INVESTMENTS INC. trimmed2,494,111$182M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed2,999,264$180M0.2%2026-Q1
Point72 Asset Management, L.P. trimmed2,418,484$176M0.2%2026-Q1
Evercore Wealth Management, LLC trimmed2,370,634$173M0.2%2026-Q1
CITADEL ADVISORS LLC added2,359,228$172M0.2%2026-Q1
HSBC HOLDINGS PLC added2,338,966$170M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed2,300,484$167M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new2,292,048$167M0.2%2026-Q1
California Public Employees Retirement System trimmed2,220,983$162M0.2%2026-Q1
SEI INVESTMENTS CO added2,197,700$160M0.2%2026-Q1
LPL Financial LLC added2,148,544$156M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed2,120,558$154M0.2%2026-Q1
REAVES W H & CO INC added2,089,760$152M0.2%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB trimmed2,050,889$150M0.2%2026-Q1
TRUIST FINANCIAL CORP added2,036,334$148M0.2%2026-Q1
CAPITAL ADVISORS INC/OK trimmed2,011,526$146M0.2%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed1,999,435$146M0.2%2026-Q1
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed1,954,680$142M0.2%2026-Q1
D. E. Shaw & Co., Inc. added1,948,549$142M0.2%2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed1,937,415$141M0.2%2026-Q1
DUFF & PHELPS INVESTMENT MANAGEMENT CO added1,932,786$141M0.2%2026-Q1
CONGRESS ASSET MANAGEMENT CO trimmed1,819,871$132M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed1,792,711$130M0.2%2026-Q1
AKO CAPITAL LLP new1,775,909$129M0.2%2026-Q1
BESSEMER GROUP INC added1,735,669$126M0.2%2026-Q1
Aberdeen Group plc trimmed1,735,628$126M0.2%2026-Q1
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT added1,700,100$124M0.2%2026-Q1
HighTower Advisors, LLC trimmed1,670,781$122M0.2%2026-Q1
Merewether Investment Management, LP trimmed1,668,428$121M0.2%2026-Q1
CANADA LIFE ASSURANCE Co trimmed1,662,067$121M0.2%2026-Q1
WORLDQUANT MILLENNIUM ADVISORS LLC added1,660,902$121M0.2%2026-Q1
AVIVA PLC added1,657,042$121M0.2%2026-Q1
Focus Partners Wealth added1,611,047$117M0.2%2026-Q1
NATIXIS ADVISORS, LLC added1,591,070$116M0.2%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added1,527,122$111M0.2%2026-Q1
Chevy Chase Trust Holdings, LLC added1,464,707$107M0.1%2026-Q1
Energy Income Partners, LLC added1,458,462$106M0.1%2026-Q1
First Financial Bankshares Inc trimmed1,432,519$104M0.1%2026-Q1
Clark Capital Management Group, Inc. trimmed1,413,551$103M0.1%2026-Q1
VANGUARD GROUP INC added133,962,175$8.1B10.9%2025-Q4 stale
ClearBridge Investments Ltd added2,418,494$152M0.2%2025-Q2 stale

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