윌리엄스 컴퍼니즈, Inc.
MX ˙ BMV ˙ US9694571004
SecurityMX:WMB / The Williams Companies, Inc.
InstitutionAdvisor OS, LLC
Latest Disclosed Ownership29,430 shares
Latest Disclosed Value $ 2,141,919
Advisor OS, LLC reports 1.49% increase in ownership of WMB / The Williams Companies, Inc.

On May 7, 2026 - Advisor OS, LLC filed a 13F-HR form disclosing ownership of 29,430 shares of The Williams Companies, Inc. (MX:WMB) valued at $2,141,919 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 28,998 shares of The Williams Companies, Inc.. This represents a change in shares of 1.49% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F WILLIAMS COS COM 969457100 29,430 432 1.49 2,142 22.83 0.1551
2026-02-04 2025-12-31 13F WILLIAMS COS COM 969457100 28,998 -580 -1.96 1,743 -6.94 0.0515
2025-11-12 2025-09-30 13F WILLIAMS COS COM 969457100 29,578 6,316 27.15 1,874 28.20 0.1617
2025-08-14 2025-06-30 13F WILLIAMS COS COM 969457100 23,262 -1,709 -6.84 1,461 -2.08 0.1438
2025-05-06 2025-03-31 13F WILLIAMS COS COM 969457100 24,971 643 2.64 1,492 13.37 0.1698
2025-02-05 2024-12-31 13F WILLIAMS COS COM 969457100 24,328 2,404 10.97 1,317 31.60 0.1525
2024-11-04 2024-09-30 13F WILLIAMS COS COM 969457100 21,924 675 3.18 1,001 10.74 0.0996
2024-08-05 2024-06-30 13F WILLIAMS COS COM 969457100 21,249 -822 -3.72 903 5.00 0.0989
2024-05-09 2024-03-31 13F WILLIAMS COS COM 969457100 22,071 4,089 22.74 860 37.38 0.0988
2024-02-08 2023-12-31 13F WILLIAMS COS COM 969457100 17,982 594 3.42 626 7.01 0.0815
2023-11-03 2023-09-30 13F WILLIAMS COS COM 969457100 17,388 202 1.18 586 4.46 0.0878
2023-08-08 2023-06-30 13F WILLIAMS COS COM 969457100 17,186 2,249 15.06 561 25.56 0.0918
2023-04-25 2023-03-31 13F WILLIAMS COS COM 969457100 14,937 -820 -5.20 446 -13.90 0.1071
2023-02-01 2022-12-31 13F WILLIAMS COS COM 969457100 15,757 1,376 9.57 518 25.73 0.1377
2022-11-04 2022-09-30 13F WILLIAMS COS COM 969457100 14,381 -66 -0.46 412 -8.65 0.1242
2022-08-02 2022-06-30 13F WILLIAMS COS COM 969457100 14,447 66 0.46 451 -6.24 0.1316
2022-05-11 2022-03-31 13F WILLIAMS COS COM 969457100 14,381 -3,009 -17.30 481 6.18 0.1393
2022-02-04 2021-12-31 13F WILLIAMS COS COM 969457100 17,390 417 2.46 453 2.95 0.0924
2021-11-15 2021-09-30 13F WILLIAMS COS COM 969457100 16,973 -512 -2.93 440 -5.17 0.0957
2021-08-10 2021-06-30 13F WILLIAMS COS COM 969457100 17,485 0 0.00 464 12.08 0.0963
2021-05-13 2021-03-31 13F WILLIAMS COS COM 969457100 17,485 -206 -1.16 414 16.62 0.0939
2021-02-10 2020-12-31 13F WILLIAMS COS COM 969457100 17,691 17,691 355 0.0953
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.