Holders over time
- WMB
- XOM
| Quarter | WMB | XOM |
|---|---|---|
| Q3 2020 | 12 holders, $2.7bn | 21 holders, $7.1bn |
| Q4 2020 | 12 holders, $2.3bn | 28 holders, $8.0bn |
| Q1 2021 | 7 holders, $2.4bn | 27 holders, $11.5bn |
| Q2 2021 | 12 holders, $2.9bn | 28 holders, $13.4bn |
| Q3 2021 | 12 holders, $2.9bn | 30 holders, $13.0bn |
| Q4 2021 | 12 holders, $2.8bn | 29 holders, $14.2bn |
| Q1 2022 | 13 holders, $3.4bn | 37 holders, $20.3bn |
| Q2 2022 | 16 holders, $3.0bn | 30 holders, $23.2bn |
| Q3 2022 | 15 holders, $2.5bn | 27 holders, $25.6bn |
| Q4 2022 | 9 holders, $2.4bn | 32 holders, $62.9bn |
| Q1 2023 | 12 holders, $2.4bn | 29 holders, $32.9bn |
| Q2 2023 | 9 holders, $3.2bn | 30 holders, $32.1bn |
| Q3 2023 | 9 holders, $3.6bn | 30 holders, $35.1bn |
| Q4 2023 | 12 holders, $4.0bn | 38 holders, $30.7bn |
| Q1 2024 | 13 holders, $4.8bn | 32 holders, $36.5bn |
| Q2 2024 | 10 holders, $5.2bn | 33 holders, $42.7bn |
| Q3 2024 | 9 holders, $5.7bn | 28 holders, $42.3bn |
| Q4 2024 | 23 holders, $6.8bn | 33 holders, $37.4bn |
| Q1 2025 | 23 holders, $6.9bn | 32 holders, $39.3bn |
| Q2 2025 | 27 holders, $7.1bn | 28 holders, $32.5bn |
| Q3 2025 | 27 holders, $7.4bn | 29 holders, $33.1bn |
| Q4 2025 | 24 holders, $6.4bn | 33 holders, $36.0bn |
| Q1 2026 | 24 holders, $6.6bn | 32 holders, $54.7bn |
| Q2 2026 | 19 holders, $7.4bn | 31 holders, $44.7bn |
Williams Cos Inc
- Holders
- 27
- Reported value
- $7.1bn
- Buyers
- 15
- Sellers
- 11
Breadth +4 among 95 comparable managers.
Exxon Mobil Corp
- Holders
- 28
- Reported value
- $32.5bn
- Buyers
- 12
- Sellers
- 16
Breadth -4 among 95 comparable managers.
Who holds both, Q2 2025
Both (16)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Dodge & Cox, First Eagle Investment Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only WMB (11)
Artisan Partners LP, Balyasny Asset Management LLC, Caxton Associates LLP, ExodusPoint Capital Management LP, Man Group PLC, Marshall Wace LLP, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Steadfast Capital Management LP, Two Sigma Advisers LP
Only XOM (12)
Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, MFS Investment Management, Renaissance Technologies LLC, Squarepoint Ops LLC, Winton Group Ltd
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.