WMB The Williams Companies, Inc.
The Williams Companies, Inc. (WMB) Institutional Ownership
What the institutions did with WMB last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CapWealth Advisors, LLC | 757.9K | 73.0% |
| MassMutual Private Wealth & Trust, FSB | 93.8K | 9.0% |
| PARK NATIONAL CORP /OH/ | 48.0K | 4.6% |
| GoalVest Advisory LLC | 31.3K | 3.0% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 27.0K | 2.6% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 20.5K | 2.0% |
| Central Pacific Bank - Trust Division | 13.1K | 1.3% |
| CX Institutional | 11.1K | 1.1% |
| Olistico Wealth, LLC | 10.4K | 1.0% |
| Adelphi Trust Co | 6.4K | 0.6% |
| Versant Capital Management, Inc | 5.2K | 0.5% |
| General Partner, Inc. | 4.3K | 0.4% |
| ROCKLAND TRUST CO | 3.6K | 0.3% |
| Rosenberg Matthew Hamilton | 3.4K | 0.3% |
| EASTERN BANK | 1.5K | 0.1% |
| Planning Strategies Inc. | 919 | 0.1% |
| Hickory Point Bank & Trust | 30 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| PARK NATIONAL CORP /OH/ | Increased | 2.0K | 48.0K | +46.0K |
| Miller Global Investments, LLC | Sold Out | 11.3K | 0 | -11.3K |
| Central Pacific Bank - Trust Division | Reduced | 21.4K | 13.1K | -8.3K |
| Olistico Wealth, LLC | Increased | 4.7K | 10.4K | +5.7K |
| GoalVest Advisory LLC | Increased | 25.8K | 31.3K | +5.5K |
| NEVILLE RODIE & SHAW INC | Sold Out | 2.8K | 0 | -2.8K |
| CapWealth Advisors, LLC | Reduced | 759.7K | 757.9K | -1.8K |
| MassMutual Private Wealth & Trust, FSB | Increased | 92.0K | 93.8K | +1.8K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 28.0K | 27.0K | -1.0K |
| Adelphi Trust Co | Increased | 5.9K | 6.4K | +461 |
| CX Institutional | Increased | 10.7K | 11.1K | +389 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 20.8K | 20.5K | -358 |
| EASTERN BANK | Increased | 1.2K | 1.5K | +340 |
| Rosenberg Matthew Hamilton | Increased | 3.2K | 3.4K | +140 |
| Versant Capital Management, Inc | Increased | 5.2K | 5.2K | +82 |
| Planning Strategies Inc. | Increased | 912 | 919 | +7 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.