- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 9 May 2024
- Managers listing it
- 13
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 8 listed it in both
- Shares listed
- 123,220,739
- combined, among listed positions
- Reported value
- $4.8bn
- combined, at the quarter end
Among the 93 comparable managers: 8 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing WMB in Q1 2024
13 of 13 holders
Largest increases and reductions, by shares
Increases
- Wellington Management Group LLPexisting position · 21,925,815 shares now+10,332,333
- Balyasny Asset Management LLCnew position · 970,486 shares now+970,486
- Arrowstreet Capital LPnew position · 711,506 shares now+711,506
- Invesco Ltdexisting position · 14,739,258 shares now+648,233
- Holocene Advisors LPnew position · 289,992 shares now+289,992
Reductions
- T. Rowe Price Associates Incexisting position · 27,416,635 shares now-6,483,749
- Neuberger Berman Group LLCexisting position · 9,509,115 shares now-2,197,059
- Renaissance Technologies LLCexisting position · 960,985 shares now-213,800
- Dodge & Coxexisting position · 37,785,026 shares now-138,992
- First Eagle Investment Management LLCexisting position · 227,316 shares now-319
New positions and exits
New (3)
Exited (2)
- Tudor Investment Corpwas $14m
- Maverick Capital Ltdwas $213k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 18 | $3.1bn | n.a. | n.a. |
| Q3 2013 | 15 | $3.1bn | n.a. | n.a. |
| Q4 2013 | 17 | $2.9bn | n.a. | n.a. |
| Q1 2014 | 17 | $3.1bn | n.a. | n.a. |
| Q2 2014 | 22 | $5.8bn | n.a. | n.a. |
| Q3 2014 | 21 | $4.9bn | n.a. | n.a. |
| Q4 2014 | 19 | $3.8bn | n.a. | n.a. |
| Q1 2015 | 17 | $4.5bn | n.a. | n.a. |
| Q2 2015 | 27 | $6.0bn | n.a. | n.a. |
| Q3 2015 | 24 | $3.8bn | n.a. | n.a. |
| Q4 2015 | 23 | $2.7bn | n.a. | n.a. |
| Q1 2016 | 12 | $1.4bn | n.a. | n.a. |
| Q2 2016 | 16 | $2.8bn | n.a. | n.a. |
| Q3 2016 | 20 | $4.7bn | n.a. | n.a. |
| Q4 2016 | 23 | $4.5bn | n.a. | n.a. |
| Q1 2017 | 23 | $3.5bn | n.a. | n.a. |
| Q2 2017 | 20 | $3.6bn | n.a. | n.a. |
| Q3 2017 | 16 | $3.3bn | n.a. | n.a. |
| Q4 2017 | 16 | $3.3bn | n.a. | n.a. |
| Q1 2018 | 18 | $2.2bn | n.a. | n.a. |
| Q2 2018 | 18 | $1.8bn | n.a. | n.a. |
| Q3 2018 | 14 | $2.1bn | n.a. | n.a. |
| Q4 2018 | 16 | $2.1bn | n.a. | n.a. |
| Q1 2019 | 12 | $2.4bn | n.a. | n.a. |
| Q2 2019 | 13 | $2.5bn | n.a. | n.a. |
| Q3 2019 | 16 | $2.0bn | n.a. | n.a. |
| Q4 2019 | 17 | $2.2bn | n.a. | n.a. |
| Q1 2020 | 15 | $1.4bn | n.a. | n.a. |
| Q2 2020 | 12 | $2.2bn | n.a. | n.a. |
| Q3 2020 | 12 | $2.7bn | n.a. | n.a. |
| Q4 2020 | 12 | $2.3bn | n.a. | n.a. |
| Q1 2021 | 7 | $2.4bn | n.a. | n.a. |
| Q2 2021 | 12 | $2.9bn | n.a. | n.a. |
| Q3 2021 | 12 | $2.9bn | n.a. | n.a. |
| Q4 2021 | 12 | $2.8bn | n.a. | n.a. |
| Q1 2022 | 13 | $3.4bn | n.a. | n.a. |
| Q2 2022 | 16 | $3.0bn | n.a. | n.a. |
| Q3 2022 | 15 | $2.5bn | n.a. | n.a. |
| Q4 2022 | 9 | $2.4bn | n.a. | n.a. |
| Q1 2023 | 12 | $2.4bn | n.a. | n.a. |
| Q2 2023 | 9 | $3.2bn | n.a. | n.a. |
| Q3 2023 | 9 | $3.6bn | n.a. | n.a. |
| Q4 2023 | 12 | $4.0bn | 9 | 3 |
| Q1 2024 | 13 | $4.8bn | 8 | 7 |
| Q2 2024 | 10 | $5.2bn | 4 | 7 |
| Q3 2024 | 9 | $5.7bn | 4 | 5 |
| Q4 2024 | 23 | $6.8bn | 16 | 6 |
| Q1 2025 | 23 | $6.9bn | 13 | 12 |
| Q2 2025 | 27 | $7.1bn | 15 | 11 |
| Q3 2025 | 27 | $7.4bn | 19 | 10 |
| Q4 2025 | 24 | $6.4bn | 14 | 25 |
| Q1 2026 | 24 | $6.6bn | 15 | 24 |
| Q2 2026 | 19 | $7.4bn | 17 | 22 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
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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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own WMB, latest filings →Back to the 13F Explorer →