Public record / Tickers / WMB

WMB — WILLIAMS COMPANIES, INC.

Both disclosure regimes on one name: who in Congress filed about WMB, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
117
all PTR rows naming WMB
Members · 12m
2
1 buys · 3 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Alan Armstrong · $5.0M–$25.0M

Sale · traded 2026-06-24 → filed 2026-07-21. Ranked over every WMB row by the provable lower bound, never a point estimate.

2 members · 1 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

19 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

13 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 13 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WMB · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WMB
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKSale · partial · JT (partial sale, jointly owned)Traded 06-24 +27d$5M–$25M
2026-07-21Alan Armstrong R–OKSale · JT (jointly owned)Traded 06-22 +29d$250K–$500K
2026-03-09Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 02-10 +27d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 01-09 +35d$1K–$15K
2025-08-25Jonathan L. Jackson D–IL-1Sale · partial · SP (partial sale, spouse-owned)Traded 04-23 LATE·124d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 117 ↗

Members active in WMB

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing WMB in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK2−$25.5M to −$5.3M2
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · WMB

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
1 Alan Armstrong R–OK $5.3M–$25.5M

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $5.3M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · WILLIAMS COS INC

Merged timeline of congressional filings and notable-manager moves on WMB
DateWhoChangeSize
2026-07-21Alan Armstrong CongressSale$5M–$25M
2026-07-21Alan Armstrong CongressSale$250K–$500K
2026-05-15Gotham Asset Management 13Fadd+19,662 sh
2026-05-15Tudor Investment Corp 13Ftrim−102,070 sh
2026-05-15Bridgewater Associates 13Ftrim−7,781 sh
2026-05-15Moore Capital Management 13Fexit−444,566 sh

6 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of WMB for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$8.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$5.8B1
3STATE STREET CORP$5.3B1
4BANK OF AMERICA CORP /DE/$3.2B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$3.1B1
6MORGAN STANLEY$2.5B1
7GEODE CAPITAL MANAGEMENT, LLC$2.1B1
8WELLINGTON MANAGEMENT GROUP LLP$1.7B1
9DEUTSCHE BANK AG\$1.4B1
10Invesco Ltd.$1.3B1
11Blackstone Inc.$1.2B1
12NORTHERN TRUST CORP$977M1
13ROYAL BANK OF CANADA$883M1
14Amundi$852M1
15Legal & General Group Plc$672M1
16RAYMOND JAMES FINANCIAL INC$663M1
17UBS Group AG$658M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$649M1
19DIMENSIONAL FUND ADVISORS LP$623M1
20Bank of New York Mellon Corp$586M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$554M1
22Nuveen, LLC$512M1
23VANGUARD FIDUCIARY TRUST CO$501M1
24BAHL & GAYNOR INC$499M1
25KAYNE ANDERSON CAPITAL ADVISORS LP$488M1
26AMERICAN CENTURY COMPANIES INC$470M1
27WELLS FARGO & COMPANY/MN$463M1
28AMERIPRISE FINANCIAL INC$435M1
29WESTWOOD HOLDINGS GROUP INC$342M1
30Artisan Partners Limited Partnership$336M1
31VICTORY CAPITAL MANAGEMENT INC$333M1
32ENVESTNET ASSET MANAGEMENT INC$333M1
33FMR LLC$327M1
34MACKENZIE FINANCIAL CORP$315M1
35MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$312M1
36Pictet Asset Management Holding SA$296M1
37Qube Research & Technologies Ltd$280M1
38STIFEL FINANCIAL CORP$275M1
39BARCLAYS PLC$269M1
40Swiss National Bank$261M1
41National Pension Service$234M1
421832 Asset Management L.P.$232M1
43Mitsubishi UFJ Asset Management Co., Ltd.$220M1
44BANK OF MONTREAL /CAN/$212M1
45JOHNSON INVESTMENT COUNSEL INC$211M1
46JENNISON ASSOCIATES LLC$201M1
47Vanguard Global Advisers, LLC$194M1
48Sumitomo Mitsui Trust Group, Inc.$194M1
49FRANKLIN RESOURCES INC$182M1
50CI INVESTMENTS INC.$182M1
51ALLIANCEBERNSTEIN L.P.$180M1
52Point72 Asset Management, L.P.$176M1
53Evercore Wealth Management, LLC$173M1
54CITADEL ADVISORS LLC$172M1
55HSBC HOLDINGS PLC$170M1
56VANGUARD ASSET MANAGEMENT, Ltd$167M1
57CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162M1
58SEI INVESTMENTS CO$160M1
59LPL Financial LLC$156M1
60NORDEA INVESTMENT MANAGEMENT AB$150M1
61TRUIST FINANCIAL CORP$148M1
62CAPITAL ADVISORS INC/OK$146M1
63MILLENNIUM MANAGEMENT LLC$146M1
64COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$142M1
65D. E. Shaw & Co., Inc.$142M1
66DUFF & PHELPS INVESTMENT MANAGEMENT CO$141M1
67PRINCIPAL FINANCIAL GROUP INC$130M1
68Aberdeen Group plc$126M1
69CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$124M1
70HighTower Advisors, LLC$122M1
71Merewether Investment Management, LP$121M1
72WORLDQUANT MILLENNIUM ADVISORS LLC$121M1
73AVIVA PLC$121M1
74Focus Partners Wealth$117M1
75ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$111M1
76Chevy Chase Trust Holdings, LLC$107M1
77Energy Income Partners, LLC$106M1
78FIRST FINANCIAL BANKSHARES INC$104M1
79Clark Capital Management Group, Inc.$103M1
80CITIGROUP INC$96.7M1
81BANK OF NOVA SCOTIA$90.7M1
82Alyeska Investment Group, L.P.$88.0M1
83Vanguard Investments Australia, Ltd.$86.2M1
84M.D. Sass, LLC$85.4M1
85Maryland State Retirement & Pension System$84.6M1
86Connor, Clark & Lunn Investment Management Ltd.$82.8M1
87Freestone Grove Partners LP$82.1M1
88Electron Capital Partners, LLC$79.3M1
89Rockefeller Capital Management L.P.$78.9M1
90STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$78.0M1
91MANUFACTURERS LIFE INSURANCE COMPANY, THE$77.8M1
92SCHRODER INVESTMENT MANAGEMENT GROUP$77.1M1
93CIBC Bancorp USA Inc.$75.6M1
94TEACHER RETIREMENT SYSTEM OF TEXAS$75.5M1
95FIL Ltd$73.9M1
96Squarepoint Ops LLC$73.8M1
97EAGLE GLOBAL ADVISORS LLC$72.1M1
98Holocene Advisors, LP$71.6M1
99FIRST TRUST ADVISORS LP$70.9M1
100Corient Private Wealth LLC$69.9M1
101EXCHANGE TRADED CONCEPTS, LLC$68.9M1
102Midwest Trust Co$67.1M1
103AQR CAPITAL MANAGEMENT LLC$66.0M1
104Susquehanna Portfolio Strategies, LLC$65.4M1
105TCTC Holdings, LLC$64.5M1
106CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$63.1M1
107NATIONAL BANK OF CANADA /FI/$61.7M1
108VOLORIDGE INVESTMENT MANAGEMENT, LLC$60.9M1
109EVENTIDE ASSET MANAGEMENT, LLC$60.5M1
110GUARDIAN CAPITAL LP$60.4M1
111Fractal Investments LLC$59.2M1
112Universal- Beteiligungs- und Servicegesellschaft mbH$58.3M1
113Advisors Capital Management, LLC$58.2M1
114NEOS Investment Management LLC$57.9M1
115Assenagon Asset Management S.A.$57.6M1
116Korea Investment CORP$56.2M1
117Cetera Investment Advisers$55.9M1
118Recurrent Investment Advisors LLC$55.5M1
119DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$53.2M1
120STATE OF WISCONSIN INVESTMENT BOARD$52.9M1
121ADAGE CAPITAL PARTNERS GP, L.L.C.$52.3M1
122CIBC WORLD MARKET INC.$52.3M1
123MACQUARIE GROUP LTD$52.1M1
124FIFTH THIRD BANCORP$51.0M1
125&PARTNERS$50.4M1
126Quantinno Capital Management LP$50.1M1
127JANE STREET GROUP, LLC$49.4M1
128Zurcher Kantonalbank (Zurich Cantonalbank)$49.3M1
129Tredje AP-fonden$48.7M1
130TD ASSET MANAGEMENT INC$47.6M1
131FEDERATED HERMES, INC.$43.4M1
132Calamos Advisors LLC$42.2M1
133Mariner, LLC$42.1M1
134PRUDENTIAL PLC$41.5M1
135Covalis Capital LLP$40.2M1
136Sumitomo Mitsui DS Asset Management Company, Ltd$38.9M1
137ALPS ADVISORS INC$37.8M1
138Asset Management One Co., Ltd.$37.7M1
139VOYA INVESTMENT MANAGEMENT LLC$37.1M1
140PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$36.6M1
141Nishkama Capital, LLC$36.3M1
142Baird Financial Group, Inc.$36.0M1
143Yaupon Capital Management LP$35.0M1
144OSAIC HOLDINGS, INC.$33.8M1
145Ensign Peak Advisors, Inc$33.6M1
146NOMURA ASSET MANAGEMENT CO LTD$33.3M1
147Americana Partners, LLC$32.9M1
148BNP Paribas Asset Management Holding S.A.$32.8M1
149OPPENHEIMER ASSET MANAGEMENT INC.$32.8M1
150STOREBRAND ASSET MANAGEMENT AS$31.9M1
151Creative Planning$31.5M1
152Resona Asset Management Co.,Ltd.$31.4M1
153Federation des caisses Desjardins du Quebec$31.3M1
154TORONTO DOMINION BANK$31.3M1
155HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$31.2M1
156Voleon Capital Management LP$31.1M1
157BECK MACK & OLIVER LLC$30.9M1
158APG Asset Management N.V.$30.8M1
159Sanctuary Advisors, LLC$30.6M1
160NewEdge Advisors, LLC$30.5M1
161State of New Jersey Common Pension Fund D$30.1M1
162ING GROEP NV$29.0M1
163Swiss Life Asset Management Ltd$29.0M1
164Man Group plc$28.9M1
165DnB Asset Management AS$28.4M1
166Lansforsakringar Fondforvaltning AB (publ)$28.4M1
167O'SHAUGHNESSY ASSET MANAGEMENT, LLC$28.1M1
168HITE Hedge Asset Management LLC$28.0M1
169RR Advisors, LLC$27.3M1
170COMMONWEALTH EQUITY SERVICES, LLC$27.3M1
171Rivermont Capital Management LP$27.1M1
172US BANCORP \DE\$27.1M1
173Robertson Opportunity Capital, LLC$26.5M1
174FLPUTNAM INVESTMENT MANAGEMENT CO$26.4M1
175FOUNDATIONS INVESTMENT ADVISORS, LLC$25.4M1
176PUBLIC SECTOR PENSION INVESTMENT BOARD$25.3M1
177Zurich Insurance Group Ltd/FI$24.8M1
178Arizona State Retirement System$24.4M1
179Fisher Funds Management LTD$24.3M1
180Czech National Bank$24.2M1
181IFM Investors Pty Ltd$24.0M1
182Kestra Advisory Services, LLC$23.9M1
183TUDOR INVESTMENT CORP ET AL$23.5M1
184ASR Vermogensbeheer N.V.$23.5M1
185RWC Asset Management LLP$23.4M1
186STATE OF MICHIGAN RETIREMENT SYSTEM$23.2M1
187Richard C. Young & CO., LTD.$22.8M1
188ROYAL LONDON ASSET MANAGEMENT LTD$22.6M1
189ProShare Advisors LLC$22.6M1
190CIBC Asset Management Inc$22.6M1
191INFRASTRUCTURE CAPITAL ADVISORS, LLC$22.0M1
192NISSAY ASSET MANAGEMENT CORP /JAPAN$21.8M1
193Chicago Partners Investment Group LLC$19.9M1
194Mirae Asset Global Investments Co., Ltd.$19.7M1
195XPONANCE LLC$19.7M1
196Capital Investment Advisors, LLC$19.3M1
197Eurizon Capital SGR S.p.A.$19.1M1
198Retirement Systems of Alabama$18.9M1
199Steward Partners Investment Advisory, LLC$18.8M1
200MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$18.7M1
201R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$18.6M1
202Allianz Asset Management GmbH$18.4M1
203Private Capital Advisors, Inc.$18.3M1
204Heronetta Management, L.P.$18.3M1
205Allspring Global Investments Holdings, LLC$18.3M1
206SUSQUEHANNA INTERNATIONAL GROUP, LLP$18.1M1
207Verition Fund Management LLC$17.9M1
208Varma Mutual Pension Insurance Co$17.8M1
209Catalyst Capital Advisors LLC$17.6M1
210Cerity Partners LLC$17.5M1
211USS Investment Management Ltd$17.4M1
212Woodline Partners LP$17.4M1
213Trexquant Investment LP$17.3M1
214Tidal Investments LLC$16.9M1
215MAI Capital Management$16.8M1
216CFM WEALTH PARTNERS LLC$16.5M1
217Daiwa Securities Group Inc.$16.4M1
218Rafferty Asset Management, LLC$16.1M1
219PICTON MAHONEY ASSET MANAGEMENT$16.1M1
220Vestmark Advisory Solutions, Inc.$16.0M1
221BW Gestao de Investimentos Ltda.$16.0M1
222GUGGENHEIM CAPITAL LLC$16.0M1
223WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$15.9M1
224MUFG Securities EMEA plc$15.9M1
225Kinsale Capital Group, Inc.$15.8M1
226FUKOKU MUTUAL LIFE INSURANCE CO$15.7M1
227CRAWFORD INVESTMENT COUNSEL INC$15.6M1
228FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$15.6M1
229Beacon Pointe Advisors, LLC$15.5M1
230Wealthfront Advisers LLC$15.3M1
231TCV Trust & Wealth Management, Inc.$15.1M1
232MERCER GLOBAL ADVISORS INC /ADV$15.0M1
233Moors & Cabot, Inc.$14.7M1
234WEYBOSSET RESEARCH & MANAGEMENT LLC$14.5M1
235Utah Retirement Systems$14.4M1
236ASSETMARK, INC$13.8M1
237Vanguard Personalized Indexing Management, LLC$13.7M1
238Jackson Hole Capital Partners, LLC$13.7M1
239KING LUTHER CAPITAL MANAGEMENT CORP$13.6M1
240BRASADA CAPITAL MANAGEMENT, LP$13.5M1
241Vident Advisory, LLC$13.4M1
242ELCO Management Co., LLC$13.2M1
243WESTFIELD CAPITAL MANAGEMENT CO LP$13.2M1
244Rakuten Investment Management, Inc.$13.1M1
245Empowered Funds, LLC$13.1M1
246Cornerstone Wealth Group, LLC$12.8M1
247Pathstone Holdings, LLC$12.6M1
248Metis Global Partners, LLC$12.5M1
249NEW YORK LIFE INVESTMENT MANAGEMENT LLC$12.3M1
250BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$12.3M1
251COMMERCE BANK$12.2M1
252Aperture Investors, LLC$12.1M1
253Moran Wealth Management, LLC$12.1M1
254Greenline Partners, LLC$12.1M1
255Columbus Macro, LLC$12.0M1
256Ripple Effect Asset Management LP$11.8M1
257STEPHENS INC /AR/$11.7M1
258OPPENHEIMER & CO INC$11.5M1
259Stokes Capital Advisors, LLC$11.4M1
260O'Brien Greene & Co. Inc$11.3M1
261ABN AMRO Bank N.V.$11.2M1
262Guinness Asset Management LTD$11.2M1
263FIDELIS CAPITAL PARTNERS, LLC$11.0M1
264Dilation Capital Management LP$11.0M1
265Linscomb Wealth, Inc.$10.9M1
266Brevan Howard Capital Management LP$10.8M1
267Great Lakes Retirement, Inc.$10.7M1
268HUB Investment Partners, LLC$10.6M1
269Candriam S.C.A.$10.5M1
270Annex Advisory Services, LLC$10.4M1
271LMR Partners LLP$10.4M1
272OREGON PUBLIC EMPLOYEES RETIREMENT FUND$10.2M1
273HORIZON KINETICS ASSET MANAGEMENT LLC$10.1M1
274Advisors Asset Management, Inc.$10.0M1
275Private Advisor Group, LLC$10.0M1
276Hilton Capital Management, LLC$9.9M1
277BOOTHBAY FUND MANAGEMENT, LLC$9.8M1
278BENJAMIN EDWARDS INC$9.7M1
279Consolidated Investment Group LLC$9.7M1
280Sagefield Capital LP$9.6M1
281Janus Henderson Group Ltd.$9.6M1
282CASTLEARK MANAGEMENT LLC$9.6M1
283Resolution Capital Ltd$9.5M1
284NOMURA HOLDINGS INC$9.4M1
285YOUSIF CAPITAL MANAGEMENT, LLC$9.4M1
286Skylands Capital, LLC$9.3M1
287OP Asset Management Ltd$9.0M1
288Nicholas Investment Partners, LP$9.0M1
289IEQ CAPITAL, LLC$8.9M1
290ELEVATION POINT WEALTH PARTNERS, LLC$8.9M1
291Generali Asset Management SPA SGR$8.9M1
292Walleye Capital LLC$8.9M1
293Blue Zone Wealth Advisors, LLC$8.9M1
294CWM, LLC$8.8M1
295Third View Private Wealth, LLC$8.8M1
296TD Waterhouse Canada Inc.$8.6M1
297Aviso Financial Inc.$8.6M1
298DAVENPORT & Co LLC$8.5M1
299MidFirst Bank$8.4M1
300Larson Financial Group LLC$8.4M1
301NewEdge Wealth, LLC$8.3M1
302HOURGLASS CAPITAL, LLC$8.2M1
303QRG CAPITAL MANAGEMENT, INC.$8.2M1
304Barnett & Company, Inc.$8.2M1
305Jefferies Financial Group Inc.$8.2M1
306ODDO BHF ASSET MANAGEMENT SAS$8.2M1
307Phraction Management LLC$8.0M1
308Atria Investments, Inc$8.0M1
309Investment Management Corp of Ontario$8.0M1
310Kingsview Wealth Management, LLC$7.9M1
311FFT WEALTH MANAGEMENT LLC$7.9M1
312INTECH INVESTMENT MANAGEMENT LLC$7.8M1
313LAFFER TENGLER INVESTMENTS, INC.$7.6M1
314BARINGS LLC$7.6M1
315CREDIT AGRICOLE S A$7.5M1
316Corigliano Investment Advisers, LLC$7.5M1
317FOURPATH CAPITAL MANAGEMENT, LLC$7.5M1
318Sterling Capital Management LLC$7.3M1
319UniSuper Management Pty Ltd$7.2M1
320EagleClaw Capital Managment, LLC$7.2M1
321Tribune Investment Group LP$7.2M1
322MML INVESTORS SERVICES, LLC$7.1M1
323Callan Family Office, LLC$7.1M1
324Scott & Selber, Inc.$7.1M1
325TEMA ETFS LLC$7.0M1
326HORAN Wealth, LLC$7.0M1
327OneDigital Investment Advisors LLC$7.0M1
328SIMON QUICK ADVISORS, LLC$6.9M1
329DIVIDEND ASSETS CAPITAL, LLC$6.9M1
330Aventail Capital Group, LP$6.8M1
331FIRST MANHATTAN CO. LLC.$6.8M1
332Turtle Creek Wealth Advisors, LLC$6.7M1
333D.A. DAVIDSON & CO.$6.7M1
334Merit Financial Group, LLC$6.6M1
335NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.6M1
336KESTRA PRIVATE WEALTH SERVICES, LLC$6.6M1
337Allworth Financial LP$6.5M1
338Summit Financial, LLC$6.2M1
339Signature Wealth Management Group$6.1M1
340Orion Porfolio Solutions, LLC$6.1M1
341Atom Investors LP$6.1M1
342M&T BANK CORP$6.1M1
343Tower Research Capital LLC (TRC)$6.1M1
344U.S. Capital Wealth Advisors, LLC$6.0M1
345Hennion & Walsh Asset Management, Inc.$5.9M1
346Cresset Asset Management, LLC$5.7M1
347HB Wealth Management, LLC$5.6M1
348Militia Capital Management LLC$5.6M1
349Walleye Trading LLC$5.6M1
350Itau Unibanco Holding S.A.$5.5M1
351Engineers Gate Manager LP$5.5M1
352Linden Thomas Advisory Services, LLC$5.5M1
353Arosa Capital Management LP$5.5M1
354Oak Thistle LLC$5.4M1
355PANAGORA ASSET MANAGEMENT INC$5.4M1
356MIZUHO SECURITIES USA LLC$5.4M1
357Texas Yale Capital Corp.$5.4M1
358Gotham Asset Management, LLC$5.3M1
359Candelo Capital Management LP$5.2M1
360SHRIER WEALTH MANAGEMENT, LLC$5.2M1
361Edgestream Partners, L.P.$5.1M1
362Wealth Alliance Advisory Group, LLC$5.1M1
363ABN AMRO INVESTMENT SOLUTIONS$5.1M1
364Compass Wealth Management LLC$5.0M1
365EXENCIAL WEALTH ADVISORS, LLC$5.0M1
366Vontobel Holding Ltd.$5.0M1
3673Chopt Investment Partners, LLC$5.0M1
368MONETA GROUP INVESTMENT ADVISORS LLC$4.9M1
369ALPINE WOODS CAPITAL INVESTORS, LLC$4.9M1
370FOUNDERS FINANCIAL SECURITIES LLC$4.9M1
371B. Metzler seel. Sohn & Co. AG$4.9M1
372Vectors Research Management, LLC$4.8M1
373Transamerica Financial Advisors, LLC$4.8M1
374CAPITOLIS LIQUID GLOBAL MARKETS LLC$4.8M1
375Csenge Advisory Group$4.7M1
376Harrison Street Private Wealth LLC$4.7M1
377Meiji Yasuda America Inc$4.7M1
378Crossmark Global Holdings, Inc.$4.7M1
379Bridgewater Associates, LP$4.6M1
380MGO ONE SEVEN LLC$4.6M1
381Sone Capital Management, LLC$4.6M1
382Machina Capital S.A.S.$4.5M1
383Seven Post Investment Office LP$4.5M1
384Evelyn Partners Investment Management LLP$4.4M1
385GS Investments, Inc.$4.4M1
386GREAT LAKES ADVISORS, LLC$4.3M1
387Sequoia Financial Advisors, LLC$4.3M1
388Avidian Wealth Enterprises, LLC$4.3M1
389OpenArc Corporate Advisory, LLC$4.3M1
390Summit Trail Advisors, LLC$4.2M1
391MEEDER ASSET MANAGEMENT INC$4.2M1
392Providence Capital Advisors, LLC$4.1M1
393Continuum Advisory, LLC$4.1M1
394Lido Advisors, LLC$4.1M1
395Pinnacle Financial Partners, Inc.$4.1M1
396Autumn Glory Partners, LLC$4.0M1
397Hudson Bay Capital Management LP$4.0M1
398BARROW HANLEY MEWHINNEY & STRAUSS LLC$4.0M1
399FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$4.0M1
400BROWN ADVISORY INC$4.0M1
401Caprock Group, LLC$4.0M1
402Alaethes Wealth, LLC$4.0M1
403EDMOND DE ROTHSCHILD HOLDING S.A.$4.0M1
404Norinchukin Bank, The$4.0M1
405Prospera Financial Services Inc$4.0M1
406DJE Kapital AG$4.0M1
407First National Bank of Mount Dora, Trust Investment Services$4.0M1
408World Investment Advisors$4.0M1
409Trivium Point Advisory, LLC$4.0M1
410Quadrature Capital Ltd$3.9M1
411DIVERSIFY WEALTH MANAGEMENT, LLC$3.9M1
412Freedom Day Solutions, LLC$3.9M1
413Dai-ichi Life Insurance Company, Ltd$3.9M1
414Brooklyn Investment Group$3.9M1
415Schonfeld Strategic Advisors LLC$3.8M1
416OMERS ADMINISTRATION Corp$3.8M1
417INTRUST BANK NA$3.8M1
418Gibraltar Capital Management, Inc.$3.7M1
419Bell & Brown Wealth Advisors, LLC$3.7M1
420PROFUND ADVISORS LLC$3.7M1
421BLAIR WILLIAM & CO/IL$3.7M1
422ARDSLEY ADVISORY PARTNERS LP$3.6M1
423Steadtrust LLC$3.6M1
424Robeco Institutional Asset Management B.V.$3.6M1
425Sound View Wealth Advisors Group, LLC$3.5M1
426Oxbow Advisors, LLC$3.5M1
427Curi Capital, LLC$3.5M1
428Ascent Group, LLC$3.5M1
429Envestnet Portfolio Solutions, Inc.$3.4M1
430Lavaca Capital LLC$3.4M1
431COURIER CAPITAL LLC$3.4M1
432Waverly Advisors, LLC$3.4M1
433Platform Technology Partners$3.3M1
434MARINER INVESTMENT GROUP LLC$3.3M1
435Centiva Capital, LP$3.3M1
436J. Goldman & Co LP$3.2M1
437DUDLEY CAPITAL MANAGEMENT, LLC$3.2M1
438PRINCIPAL SECURITIES, INC.$3.2M1
439Concurrent Investment Advisors, LLC$3.2M1
440Balefire, LLC$3.2M1
441Indivisible Partners$3.2M1
442TOKIO MARINE ASSET MANAGEMENT CO LTD$3.2M1
443Cadent Capital Advisors, LLC$3.1M1
444New Age Alpha Advisors, LLC$3.1M1
445Round Rock Advisors LLC$3.1M1
446REGIONS FINANCIAL CORP$3.0M1
447WCG Wealth Advisors LLC$3.0M1
448KEYBANK NATIONAL ASSOCIATION/OH$3.0M1
449Argentarii, LLC$3.0M1
450Phoenix Financial Ltd.$3.0M1
451Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$3.0M1
452Bleakley Financial Group, LLC$3.0M1
453Ethic Inc.$3.0M1
454EAGLE ROCK INVESTMENT COMPANY, LLC$2.9M1
455Snowden Capital Advisors LLC$2.9M1
456G&S Capital LLC$2.9M1
457Keebeck Wealth Management$2.9M1
458Banque Cantonale Vaudoise$2.9M1
459Brookstone Capital Management$2.8M1
460NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.8M1
461Meeder Advisory Services, Inc.$2.8M1
462Slocum, Gordon & Co LLP$2.8M1
463COLDSTREAM CAPITAL MANAGEMENT INC$2.8M1
464EQUITY INVESTMENT CORP$2.8M1
465Vise Technologies, Inc.$2.8M1
466Lombard Odier Asset Management (Switzerland) SA$2.8M1
467BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.8M1
468FCA CORP /TX$2.7M1
469VISTA INVESTMENT PARTNERS LLC$2.7M1
470Laird Norton Wetherby Trust Company, LLC$2.6M1
471TKG Advisors, LLC$2.6M1
472EVOLVE PRIVATE WEALTH, LLC$2.6M1
473RoundAngle Advisors LLC$2.6M1
474Great Diamond Partners, LLC$2.6M1
475North Dakota State Investment Board$2.6M1
476Choate Investment Advisors$2.5M1
477Adams Asset Advisors, LLC$2.5M1
478Havemeyer Place LP$2.5M1
479CITIZENS FINANCIAL GROUP INC/RI$2.5M1
480SIERRA SUMMIT ADVISORS LLC$2.5M1
481QUADRANT CAPITAL GROUP LLC$2.5M1
482Apollon Wealth Management, LLC$2.5M1
483LITTLE HOUSE CAPITAL LLC$2.5M1
484Carnegie Lake Advisors LLC$2.5M1
485MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$2.4M1
486ABC ARBITRAGE SA$2.4M1
487SECURIAN ASSET MANAGEMENT, INC$2.4M1
488BURNEY CO/$2.4M1
489Genesee Capital Advisors, LLC$2.4M1
490Meiji Yasuda Life Insurance Co$2.4M1
491Parcion Private Wealth LLC$2.4M1
492AXQ CAPITAL, LP$2.4M1
493Torrey Growth & Income Advisors$2.4M1
494Stablepoint Partners, LLC$2.3M1
495SIGNATUREFD, LLC$2.3M1
496Savant Capital, LLC$2.3M1
497Legacy Advisors, LLC$2.3M1
498Banque Transatlantique SA$2.3M1
499Hartford Financial Management Inc.$2.3M1
500SHARPEPOINT LLC$2.3M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 3 sell
Congress net ($ bound)−$25.5M to −$5.2M
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on WMB

RETAINED WINDOW · ACTIVE HITS
Signal hits naming WMB
KindRuleHits
LARGEamount lower bound ≥ $250K — the disclosed lower bound, never the upper2 hits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for WMB · financials and macro

Financials — as filed PLANNED

WMB's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: WMB on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing