Filing Research | WMB - WILLIAMS COS INC Institutional Holdings

Snapshot holdings

50 / 518 loaded

#		Instrument	quantity
1	JOHNSON INVESTMENT COUNSEL INC	Shares	2.8MSH	$204.5M
2	CAPITAL ADVISORS INC/OK	Shares	2.0MSH	$148.6M
3	CONGRESS ASSET MANAGEMENT CO	Shares	1.7MSH	$129.9M
4	Ninety One UK Ltd	Shares	999.3KSH	$74.3M
5	EXCHANGE TRADED CONCEPTS, LLC	Shares	929.1KSH	$69.1M
6	Fractal Investments LLC	Shares	840.1KSH	$62.5M
7	CAMPBELL NEWMAN ASSET MANAGEMENT INC	Shares	654.7KSH	$48.7M
8	Fisher Funds Management LTD	Shares	624.1KSH	$46.4M
9	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	488.9KSH	$36.3M
10	WALNUT PRIVATE EQUITY PARTNERS, LLC	Shares	479.8KSH	$35.7M
11	HENNESSY ADVISORS INC	Shares	441.3KSH	$32.8M
12	OFI INVEST ASSET MANAGEMENT	Shares	497.5KSH	$32.6M
13	ADAMS NATURAL RESOURCES FUND, INC.	Shares	425.3KSH	$31.6M
14	IFM Investors Pty Ltd	Shares	373.5KSH	$27.8M
15	VIKING FUND MANAGEMENT LLC	Shares	354.0KSH	$26.3M
16	CARY STREET PARTNERS FINANCIAL LLC	Shares	350.9KSH	$26.1M
17	Czech National Bank	Shares	348.1KSH	$25.9M
18	Mediolanum International Funds Ltd	Shares	318.2KSH	$23.9M
19	Mirae Asset Global Investments Co., Ltd.	Shares	303.0KSH	$22.5M
20	River Road Asset Management, LLC	Shares	255.8KSH	$19.0M
21	ASR Vermogensbeheer N.V.	Shares	252.3KSH	$18.8M
22	Private Capital Advisors, Inc.	Shares	251.9KSH	$18.7M
23	Catalyst Capital Advisors LLC	Shares	235.2KSH	$17.5M
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	223.1KSH	$16.7M
25	FUKOKU MUTUAL LIFE INSURANCE CO	Shares	222.0KSH	$16.5M
26	Tema ETFs LLC	Shares	219.4KSH	$16.3M
27	PensionDanmark Pensionsforsikringsaktieselskab	Shares	217.5KSH	$16.2M
28	TCV Trust & Wealth Management, Inc.	Shares	203.7KSH	$15.1M
29	Police & Firemen's Retirement System of New Jersey	Shares	183.3KSH	$13.6M
30	Columbus Macro, LLC	Shares	173.4KSH	$12.9M
31	Asset Management Advisors, LLC	Shares	172.9KSH	$12.9M
32	Stokes Capital Advisors, LLC	Shares	151.7KSH	$11.3M
33	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	138.3KSH	$10.3M
34	Bogart Wealth, LLC	Shares	133.1KSH	$9.9M
35	Consolidated Investment Group LLC	Shares	132.7KSH	$9.9M
36	DAVENPORT & Co LLC	Shares	132.4KSH	$9.8M
37	Annex Advisory Services, LLC	Shares	129.1KSH	$9.6M
38	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	128.4KSH	$9.5M
39	Ausbil Investment Management Ltd	Shares	131.1KSH	$9.5M
40	BENJAMIN EDWARDS INC	Shares	125.2KSH	$9.3M
41	QRG CAPITAL MANAGEMENT, INC.	Shares	121.5KSH	$9.0M
42	Skylands Capital, LLC	Shares	118.4KSH	$8.8M
43	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	116.1KSH	$8.6M
44	ABN AMRO INVESTMENT SOLUTIONS	Shares	111.0KSH	$8.3M
45	Blue Zone Wealth Advisors, LLC	Shares	111.0KSH	$8.3M
46	Phraction Management LLC	Shares	108.3KSH	$8.0M
47	LAFFER TENGLER INVESTMENTS, INC.	Shares	107.9KSH	$8.0M
48	FOURPATH CAPITAL MANAGEMENT, LLC	Shares	102.2KSH	$7.6M
49	LANARK FINANCIAL, INC.	Shares	98.0KSH	$7.3M
50	Scott & Selber, Inc.	Shares	97.0KSH	$7.2M

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Manager changes2026-06-30 vs 2026-03-31

50 / 535 loaded

#		Instrument
1	OFI INVEST ASSET MANAGEMENT added	Shares	+466.4K	+$30.4M	$32.6M
2	Fisher Funds Management LTD added	Shares	+290.8K	+$22.1M	$46.4M
3	Tema ETFs LLC added	Shares	+123.2K	+$9.3M	$16.3M
4	VIKING FUND MANAGEMENT LLC added	Shares	+114.0K	+$8.8M	$26.3M
5	CAMPBELL NEWMAN ASSET MANAGEMENT INC added	Shares	+81.8K	+$7.0M	$48.7M
6	J.W. COLE ADVISORS, INC. new	Shares	+80.2K	+$6.0M	$6.0M
7	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+68.2K	+$5.1M	$8.6M
8	Cyndeo Wealth Partners, LLC added	Shares	+60.2K	+$4.5M	$4.7M
9	Northstar Advisory Group, LLC added	Shares	+58.6K	+$4.4M	$4.9M
10	Fideuram Asset Management (Ireland) dac added	Shares	+54.0K	+$3.9M	$4.1M
11	IFM Investors Pty Ltd added	Shares	+43.7K	+$3.8M	$27.8M
12	Fractal Investments LLC added	Shares	+26.1K	+$3.2M	$62.5M
13	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+41.0K	+$3.2M	$8.3M
14	Mirae Asset Global Investments Co., Ltd. added	Shares	+32.0K	+$2.8M	$22.5M
15	Union Bancaire Privee, UBP SA added	Shares	+34.6K	+$2.5M	$4.7M
16	CAPITAL ADVISORS INC/OK trimmed	Shares	-12.1K	+$2.2M	$148.6M
17	ORSER CAPITAL MANAGEMENT, LLC new	Shares	+29.7K	+$2.2M	$2.2M
18	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+20.8K	+$1.9M	$16.2M
19	Czech National Bank added	Shares	+15.5K	+$1.7M	$25.9M
20	Curated Wealth Partners LLC added	Shares	+28.6K	+$1.5M	$1.9M
21	DAVENPORT & Co LLC added	Shares	+16.1K	+$1.4M	$9.8M
22	Bangor Savings Bank new	Shares	+18.5K	+$1.4M	$1.4M
23	Central Pacific Bank - Trust Division added	Shares	+17.9K	+$1.3M	$1.6M
24	Pacific Excel Wealth Advisors, Inc. new	Shares	+13.2K	+$978.2K	$978.2K
25	Columbus Macro, LLC added	Shares	+8.8K	+$909.2K	$12.9M
26	QRG CAPITAL MANAGEMENT, INC. added	Shares	+9.0K	+$845.5K	$9.0M
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.2K	+$830.7K	$16.7M
28	FUKOKU MUTUAL LIFE INSURANCE CO added	Shares	+6.2K	+$794.4K	$16.5M
29	Revolve Wealth Partners, LLC added	Shares	+10.1K	+$751.8K	$971.5K
30	WALNUT PRIVATE EQUITY PARTNERS, LLC unchanged	Shares	0	+$748.5K	$35.7M
31	SAPIENT CAPITAL LLC added	Shares	+9.5K	+$728.1K	$1.7M
32	Apollon Wealth Management, LLC added	Shares	+9.0K	+$722.9K	$3.2M
33	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna added	Shares	+9.3K	+$690.3K	$701.3K
34	GAMMA Investing LLC added	Shares	+7.3K	+$622.2K	$4.3M
35	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+7.0K	+$554.9K	$2.0M
36	Bogart Wealth, LLC added	Shares	+3.7K	+$477.4K	$9.9M
37	MISSION WEALTH MANAGEMENT, LP added	Shares	+5.9K	+$451.7K	$1.0M
38	Grey Fox Wealth Advisors, LLC new	Shares	+5.9K	+$437.5K	$437.5K
39	Private Capital Advisors, Inc. unchanged	Shares	0	+$393.0K	$18.7M
40	LAFFER TENGLER INVESTMENTS, INC. added	Shares	+3.0K	+$390.2K	$8.0M
41	Interchange Capital Partners, LLC added	Shares	+3.8K	+$369.9K	$880.5K
42	Harrison Street Private Wealth LLC added	Shares	+3.5K	+$364.5K	$5.1M
43	Rydar Equities, Inc. new	Shares	+4.8K	+$360.3K	$360.3K
44	Fiduciary Alliance LLC added	Shares	+3.6K	+$344.8K	$1.9M
45	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-3.0K	+$332.5K	$26.1M
46	Envestnet Portfolio Solutions, Inc. added	Shares	+3.5K	+$331.9K	$3.8M
47	BayBridge Capital Group, LLC added	Shares	+3.3K	+$327.7K	$670.5K
48	Independence Bank of Kentucky added	Shares	+3.6K	+$315.8K	$2.4M
49	Crossmark Global Holdings, Inc. added	Shares	+2.3K	+$273.2K	$5.0M
50	BANQUE PICTET & CIE SA new	Shares	+3.6K	+$267.6K	$267.6K

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