WILLIAMS COS INC (WMB)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
81
Reporting holders
$523.2M
Reported value
0.0%
Calls
0.0%
Puts
-1,759
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CHICKASAW CAPITAL MANAGEMENT LLC | $241.8M | 3,557,136 | 8.67% | 32q | +17.4%+$35.9M |
| CONGRESS ASSET MANAGEMENT CO | $114.1M | 1,678,477 | 0.74% | 7q | -4.0%-$4.7M |
| CapWealth Advisors, LLC | $51.5M | 757,927 | 3.89% | 32q | HELD |
| Private Capital Advisors, Inc. | $16.9M | 249,238 | 1.47% | 19q | -1.1%-$181.5K |
| Stokes Capital Advisors, LLC | $10.3M | 152,172 | 2.27% | 32q | HELD |
| Ausbil Investment Management Ltd | $10.1M | 149,029 | 5.09% | 16q | +13.7%+$1.2M |
| Oak Grove Capital LLC | $7.5M | 110,793 | 0.34% | 2q | +203.5%+$5.0M |
| MassMutual Private Wealth & Trust, FSB | $6.4M | 93,782 | 0.17% | 32q | +1.9%+$121.9K |
| CENTRAL BANK & TRUST CO | $5.1M | 75,234 | 0.73% | 21q | -10.2%-$580.2K |
| GAMMA Investing LLC | $4.0M | 58,417 | 0.13% | 12q | HELD |
| Avidian Wealth Enterprises, LLC | $3.8M | 56,522 | 0.11% | 27q | HELD |
| PARK NATIONAL CORP /OH/ | $3.3M | 48,031 | 0.09% | 3q | +2252.2%+$3.1M |
| Cadent Capital Advisors, LLC | $2.9M | 43,317 | 0.63% | 24q | HELD |
| Balefire, LLC | $2.8M | 41,588 | 0.44% | 21q | -4.6%-$135.5K |
| Farther Finance Advisors, LLC | $2.5M | 37,098 | 0.02% | 16q | -0.9%-$23.4K |
| VISTA INVESTMENT PARTNERS LLC | $2.5M | 36,299 | 0.64% | 12q | HELD |
| Adams Asset Advisors, LLC | $2.4M | 34,884 | 0.24% | 32q | HELD |
| GoalVest Advisory LLC | $2.1M | 31,330 | 0.37% | 19q | +21.2%+$372.7K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.8M | 26,968 | 0.36% | 23q | -3.7%-$69.9K |
| Wedmont Private Capital | $1.8M | 24,896 | 0.04% | 19q | +1.6%+$27.8K |
| O'Keefe Stevens Advisory, Inc. | $1.7M | 24,660 | 0.34% | 11q | +10.0%+$153.0K |
| SAPIENT CAPITAL LLC | $1.6M | 23,046 | 0.02% | 12q | -50.8%-$1.6M |
| STABLEFORD CAPITAL II LLC | $1.5M | 21,904 | 0.52% | 14q | +7.8%+$107.8K |
| Everhart Financial Group, Inc. | $1.4M | 21,065 | 0.09% | 13q | +1.4%+$19.8K |
| TrueWealth Advisors, LLC | $1.4M | 20,560 | 0.31% | 24q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $1.4M | 20,478 | 0.02% | 12q | -1.7%-$24.3K |
| Veracity Capital LLC | $1.2M | 17,336 | 0.32% | 20q | -3.4%-$41.9K |
| Bank & Trust Co | $1.2M | 17,252 | 0.74% | 10q | -2.6%-$31.2K |
| Bangor Savings Bank | $1.1M | 16,787 | 0.09% | 2q | -9.1%-$114.8K |
| Mirador Capital Partners LP | $1.1M | 16,448 | 0.13% | 17q | +1.8%+$20.1K |
| Whalen Wealth Management Inc. | $894.1K | 13,154 | 0.38% | 5q | +33.4%+$223.8K |
| Central Pacific Bank - Trust Division | $892.5K | 13,131 | 0.09% | 3q | -38.7%-$562.3K |
| Pacifica Partners Inc. | $779.8K | 11,266 | 0.23% | 28q | HELD |
| CHAPIN DAVIS, INC. | $760.8K | 11,193 | 0.15% | 13q | -5.8%-$47.0K |
| HF Advisory Group, LLC | $755.5K | 11,116 | 0.23% | 14q | -0.6%-$4.9K |
| Gradient Investments LLC | $728.7K | 10,722 | 0.01% | 32q | +13.4%+$85.8K |
| Olistico Wealth, LLC | $707.0K | 10,401 | 0.30% | 4q | +120.3%+$386.0K |
| Douglas Lane & Associates, LLC | $576.3K | 8,479 | 0.01% | 7q | HELD |
| Apella Capital, LLC | $524.0K | 7,332 | 0.01% | 8q | +22.4%+$96.0K |
| Dakota Community Bank & Trust NA | $498.7K | 7,337 | 1.43% | 16q | +1.4%+$6.8K |
| Hamilton Capital, LLC | $468.3K | 6,889 | 0.03% | 10q | -21.5%-$128.6K |
| Investment Partners Asset Management, Inc. | $459.8K | 6,765 | 0.25% | 12q | HELD |
| Castleview Partners, LLC | $449.9K | 6,619 | 0.20% | 10q | +5.7%+$24.1K |
| Adelphi Trust Co | $435.2K | 6,403 | 0.29% | 4q | +7.8%+$31.3K |
| Venture Visionary Partners LLC | $378.1K | 5,562 | 0.01% | 3q | +80.5%+$168.7K |
| Sound Income Strategies, LLC | $375.5K | 5,191 | 0.02% | 32q | HELD |
| Bank of New Hampshire | $360.6K | 5,305 | 0.08% | 19q | HELD |
| Valeo Financial Advisors, LLC | $359.0K | 5,281 | 0.01% | 15q | -3.6%-$13.3K |
| Versant Capital Management, Inc | $356.0K | 5,238 | 0.03% | 32q | +1.6%+$5.6K |
| Kessler Investment Group, LLC | $354.0K | 5,208 | 0.17% | 7q | HELD |
| Sprinkle Financial Consultants LLC | $345.5K | 5,083 | 0.13% | 10q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $326.8K | 4,808 | 0.03% | 21q | HELD |
| Cooper Financial Group | $309.2K | 4,549 | 0.02% | 20q | +1.5%+$4.5K |
| New Covenant Trust Company, N.A. | $302.9K | 4,456 | 0.21% | 2q | +50.4%+$101.5K |
| Galvin, Gaustad & Stein, LLC | $290.9K | 4,279 | 0.02% | 2q | -0.5%-$1.5K |
| General Partner, Inc. | $289.8K | 4,264 | 0.16% | 11q | HELD |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $280.6K | 4,127 | 0.20% | 4q | +10.6%+$26.9K |
| Aletheian Wealth Advisors LLC | $262.3K | 3,859 | 0.11% | 6q | +0.8%+$2.0K |
| Grove Bank & Trust | $255.0K | 3,752 | 0.03% | 21q | HELD |
| ROCKLAND TRUST CO | $242.2K | 3,563 | 0.01% | 10q | HELD |
| Rosenberg Matthew Hamilton | $228.9K | 3,368 | 0.04% | 26q | +4.3%+$9.5K |
| Hummer Financial Advisory Services Inc | $224.3K | 3,300 | 0.15% | 3q | +10.0%+$20.4K |
| Athena Wealth Management, LLC | $214.3K | 3,153 | 0.15% | 4q | +8.6%+$17.1K |
| MOODY NATIONAL BANK TRUST DIVISION | $204.6K | 3,010 | 0.02% | 3q | HELD |
| Acropolis Investment Management, LLC | $200.0K | 2,942 | 0.01% | 3q | -48.9%-$191.1K |
| GK Wealth Management LLC | $148.3K | 2,182 | 0.08% | 2q | -24.6%-$48.4K |
| CoreCap Advisors, LLC | $131.7K | 1,937 | 0.00% | 9q | -3.3%-$4.6K |
| ATWOOD & PALMER INC | $120.9K | 1,779 | 0.01% | 8q | HELD |
| EASTERN BANK | $101.3K | 1,491 | 0.00% | 9q | +29.5%+$23.1K |
| Wealth Enhancement Trust Services, Inc. | $90.9K | 1,338 | 0.01% | 4q | -50.1%-$91.4K |
| TOTH FINANCIAL ADVISORY CORP | $64.2K | 945 | 0.01% | 27q | HELD |
| Planning Strategies Inc. | $62.5K | 919 | 0.04% | 2q | +0.8% |
| ELEVATION WEALTH PARTNERS, LLC | $26.8K | 394 | 0.01% | 5q | +5.6%+$1.4K |
| Byrne Asset Management LLC | $20.1K | 290 | 0.01% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $7.1K | 105 | 0.00% | 4q | HELD |
| Marquette Asset Management, LLC | $3.3K | 49 | 0.00% | 5q | HELD |
| Retirement Wealth Solutions LLC | $3.1K | 46 | 0.00% | 5q | +24.3% |
| Davis Capital Management | $2.4K | 35 | 0.00% | 5q | -59.3%-$3.5K |
| Hickory Point Bank & Trust | $2.0K | 30 | 0.00% | 3q | HELD |
| CX Institutional | $754 | 11,098 | 0.02% | 14q | +3.6% |
| Trust Co | $748 | 11 | 0.00% | 4q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $476 | 7 | 0.00% | 6q | HELD |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-10 | 2026-09-10 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-06 | Porter John Dean | EVP & CFO | Sold | 50,000 | $3.8M |
| 2026-08-14 | Wilson Terrance Lane | SVP & General Counsel | Sold | 13,000 | $973.3K ×2 |
| 2026-05-14 | Larsen Larry C | Executive Vice President & COO | Sold | 12,000 | $917.8K |
| 2026-05-15 | Jasek Glen G. | Senior Vice President | Sold | 2,500 | $195.4K ×2 |
| 2026-05-01 | Wilson Terrance Lane | SVP & General Counsel | Sold | 2,000 | $152.7K |
| 2026-09-01 | Wilson Terrance Lane | SVP & General Counsel | Sold | 2,000 | $151.1K |
| 2026-07-01 | Wilson Terrance Lane | SVP & General Counsel | Sold | 2,000 | $148.3K |
| 2026-06-01 | Wilson Terrance Lane | SVP & General Counsel | Sold | 2,000 | $142.6K |
| 2026-08-03 | Wilson Terrance Lane | SVP & General Counsel | Sold | 2,000 | $141.3K |
| 2026-10-01 | Wilson Terrance Lane | SVP & General Counsel | Sold | 2,000 | $135.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 81 | $523.2M | 7,695,337 | 1 | 31 | 22 | 0.0% |
| Q2 2026 | 1,840 | $91.4B | 1,191,545,040 | 142 | 643 | 595 | 3.1% |
| Q1 2026 | 1,817 | $78.5B | 1,066,903,232 | 219 | 618 | 587 | 1.2% |
| Q4 2025 | 1,709 | $65.1B | 1,071,107,625 | 126 | 587 | 535 | 1.1% |
| Q3 2025 | 1,620 | $68.6B | 1,071,440,880 | 110 | 585 | 524 | 1.0% |
| Q2 2025 | 1,645 | $69.1B | 1,084,913,366 | 149 | 630 | 509 | 1.4% |
| Q1 2025 | 1,581 | $65.8B | 1,078,094,293 | 167 | 583 | 531 | 2.1% |
| Q4 2024 | 1,524 | $59.0B | 1,072,001,236 | 174 | 426 | 543 | 1.7% |
| Q3 2024 | 1,352 | $50.7B | 1,087,781,539 | 127 | 441 | 453 | 1.8% |
| Q2 2024 | 1,318 | $47.2B | 1,089,992,242 | 126 | 411 | 467 | 1.7% |
| Q1 2024 | 1,257 | $44.7B | 1,129,211,029 | 102 | 433 | 413 | 1.7% |
| Q4 2023 | 1,245 | $39.0B | 1,097,075,881 | 106 | 389 | 434 | 2.0% |
| Q3 2023 | 1,156 | $36.3B | 1,059,397,455 | 70 | 361 | 439 | 1.7% |
| Q2 2023 | 1,157 | $34.9B | 1,054,501,888 | 100 | 417 | 378 | 1.6% |
| Q1 2023 | 1,142 | $31.8B | 1,049,350,756 | 89 | 444 | 356 | 1.5% |
| Q4 2022 | 1,153 | $35.4B | 1,062,104,980 | 102 | 444 | 304 | 1.3% |
| Q3 2022 | 1,105 | $30.6B | 1,052,524,330 | 85 | 437 | 329 | 1.4% |
| Q2 2022 | 1,133 | $33.0B | 1,041,631,420 | 116 | 441 | 329 | 1.4% |
| Q1 2022 | 1,111 | $35.3B | 1,040,977,860 | 167 | 416 | 298 | 1.4% |
| Q4 2021 | 1,039 | $27.6B | 1,045,247,405 | 104 | 365 | 278 | 1.5% |
| Q3 2021 | 970 | $27.0B | 1,027,691,306 | 87 | 362 | 271 | 1.2% |
| Q2 2021 | 961 | $27.3B | 1,019,409,518 | 113 | 378 | 253 | 0.9% |
| Q1 2021 | 899 | $24.5B | 1,018,722,072 | 117 | 318 | 269 | 1.4% |
| Q4 2020 | 867 | $20.9B | 1,025,442,864 | 84 | 292 | 287 | 1.5% |
| Q3 2020 | 812 | $20.8B | 1,046,284,345 | 97 | 269 | 276 | 1.1% |
| Q2 2020 | 787 | $19.9B | 1,034,323,517 | 91 | 240 | 311 | 1.2% |
| Q1 2020 | 790 | $15.0B | 1,046,866,223 | 77 | 306 | 286 | 1.2% |
| Q4 2019 | 845 | $26.0B | 1,076,203,906 | 61 | 298 | 299 | 2.0% |
| Q3 2019 | 821 | $26.2B | 1,068,007,613 | 68 | 315 | 262 | 1.8% |
| Q2 2019 | 842 | $31.1B | 1,086,428,924 | 82 | 288 | 279 | 2.1% |
| Q1 2019 | 839 | $31.8B | 1,093,149,889 | 108 | 272 | 277 | 1.4% |
| Q4 2018 | 796 | $24.9B | 1,113,460,456 | 10 | 14 | 14 | 1.3% |