DaveManuel.com · Institutional Ownership · Who Owns It
WESTERN MIDSTREAM PARTNERS L (WES)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
374
Reporting holders
$7.9B
Reported value
1.0%
Calls
0.4%
Puts
+23
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ALPS ADVISORS INC | $1.6B | 36,629,600 | 7.52% | 17q | -5.2%-$87.9M |
| Invesco Ltd. | $1.1B | 24,122,314 | 0.08% | 30q | HELD |
| MORGAN STANLEY | $929.1M | 21,230,903 | 0.05% | 30q | +366.6%+$729.9M |
| Blackstone Inc. | $453.7M | 10,367,520 | 1.16% | 25q | +18.4%+$70.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $378.0M | 8,637,568 | 0.45% | 4q | -2.6%-$10.2M |
| GOLDMAN SACHS GROUP INC | $373.2M | 8,527,559 | 0.03% | 30q | -2.6%-$10.1M |
| TORTOISE CAPITAL ADVISORS, L.L.C. | $284.7M | 6,506,154 | 2.89% | 30q | -25.9%-$99.5M |
| NEUBERGER BERMAN GROUP LLC | $270.9M | 6,190,369 | 0.18% | 30q | -1.5%-$4.1M |
| CHICKASAW CAPITAL MANAGEMENT LLC | $241.0M | 5,507,654 | 8.67% | 30q | -1.2%-$3.0M |
| KAYNE ANDERSON CAPITAL ADVISORS LP | $171.9M | 3,928,197 | 3.37% | 30q | HELD |
| UBS Group AG | $156.1M | 3,567,482 | 0.02% | 30q | -4.2%-$6.8M |
| Clearbridge Investments, LLC | $118.6M | 2,711,343 | 0.10% | 30q | +3.3%+$3.8M |
| WESTWOOD HOLDINGS GROUP INC | $95.5M | 2,183,188 | 0.72% | 15q | +1.9%+$1.8M |
| BNP PARIBAS FINANCIAL MARKETS | $87.2M | 1,992,817 | 0.03% | 29q | -5.4%-$5.0M |
| MILLER HOWARD INVESTMENTS INC /NY | $72.2M | 1,648,942 | 1.91% | 25q | +4.0%+$2.8M |
| ING GROEP NV | $69.5M | 1,587,500 | 0.34% | 3q | HELD |
| Fractal Investments LLC | $66.7M | 1,524,646 | 7.70% | 19q | -3.4%-$2.3M |
| BANK OF AMERICA CORP /DE/ | $59.8M | 1,366,602 | 0.00% | 30q | +21.1%+$10.4M |
| BARCLAYS PLC | $58.5M | 1,336,050 | 0.01% | 30q | +25.8%+$12.0M |
| BERKLEY W R CORP | $55.4M | 1,266,970 | 2.55% | 4q | HELD |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | $55.1M | 1,259,900 | 2.47% | 23q | -24.9%-$18.2M |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $53.3M | 1,217,182 | 3.12% | 5q | -1.4%-$774.4K |
| Recurrent Investment Advisors LLC | $49.6M | 1,133,291 | 3.08% | 23q | HELD |
| EAGLE GLOBAL ADVISORS LLC | $45.6M | 1,041,420 | 1.51% | 23q | -2.1%-$984.6K |
| STIFEL FINANCIAL CORP | $42.7M | 975,975 | 0.04% | 30q | -0.8%-$348.7K |
| JPMORGAN CHASE & CO | $42.5M | 980,558 | 0.00% | 30q | -34.2%-$22.1M |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | $40.0M | 914,525 | 8.18% | 17q | HELD |
| CITADEL ADVISORS LLC | $38.5M incl. $25.2M options CALL+PUT | 304,274 | 0.00% | 30q | HELD |
| WELLS FARGO & COMPANY/MN | $37.7M | 862,254 | 0.01% | 30q | +2.8%+$1.0M |
| JANE STREET GROUP, LLC | $35.2M incl. $33.2M options CALL+PUT | 44,072 | 0.00% | 12q | HELD |
| FIRST TRUST ADVISORS LP | $33.1M | 757,171 | 0.02% | 30q | -16.1%-$6.4M |
| HRT FINANCIAL LP | $32.7M | 747,937 | 0.06% | 6q | +85.4%+$15.1M |
| Brookfield Corp /ON/ | $32.0M | 731,378 | 0.04% | 25q | +9.0%+$2.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $29.7M incl. $29.4M options CALL+PUT | 7,393 | 0.00% | 30q | -92.9%-$387.3M |
| NATIXIS | $28.8M | 657,600 | 0.12% | 3q | -1.7%-$503.2K |
| CIBC Bancorp USA Inc. | $28.2M | 645,168 | 0.03% | 2q | -39.8%-$18.7M |
| Texas Yale Capital Corp. | $27.9M | 638,096 | 0.61% | 30q | +0.8%+$230.8K |
| RAYMOND JAMES FINANCIAL INC | $24.8M | 566,167 | 0.01% | 7q | +1.9%+$456.9K |
| Allianz Asset Management GmbH | $19.4M | 443,487 | 0.02% | 23q | HELD |
| Catalyst Capital Advisors LLC | $17.8M | 406,912 | 0.30% | 30q | +1.3%+$223.2K |
| Terril Brothers, Inc. | $17.6M | 402,969 | 4.55% | 27q | -0.5%-$97.1K |
| Adams Asset Advisors, LLC | $16.4M | 374,823 | 1.86% | 27q | +9.6%+$1.4M |
| Empowered Funds, LLC | $15.9M | 362,716 | 0.08% | 2q | -23.3%-$4.8M |
| RR Advisors, LLC | $15.6M | 356,123 | 4.51% | 20q | +93.2%+$7.5M |
| IMC-Chicago, LLC | $15.3M CALL+PUT | options only | 0.00% | 10q | OPTIONS |
| Empirical Finance, LLC | $14.4M | 330,016 | 0.60% | 5q | -25.4%-$4.9M |
| LPL Financial LLC | $14.3M | 325,656 | 0.00% | 30q | +8.6%+$1.1M |
| JENNISON ASSOCIATES LLC | $13.7M | 313,367 | 0.01% | 23q | -1.9%-$264.7K |
| Knollwood Investment Advisory, LLC | $13.2M | 301,032 | 1.17% | 15q | HELD |
| Susquehanna Portfolio Strategies, LLC | $12.6M | 287,825 | 0.20% | 3q | HELD |
| Sovereign Investment Advisors, LLC | $12.0M | 274,479 | 2.25% | 24q | HELD |
| Slotnik Capital, LLC | $11.5M | 262,614 | 2.97% | 3q | HELD |
| Waverly Advisors, LLC | $11.0M | 250,869 | 0.06% | 6q | -1.0%-$107.2K |
| VICTORY CAPITAL MANAGEMENT INC | $10.9M | 249,581 | 0.01% | 4q | HELD |
| Advisors Asset Management, Inc. | $10.2M | 232,840 | 0.16% | 17q | -4.0%-$420.9K |
| EXCHANGE TRADED CONCEPTS, LLC | $9.8M | 224,453 | 0.04% | 13q | -16.8%-$2.0M |
| Maryland State Retirement & Pension System | $9.5M | 216,251 | 0.16% | 15q | -0.7%-$62.3K |
| STEPHENS INC /AR/ | $9.4M | 215,066 | 0.11% | 25q | +4.7%+$422.2K |
| ROYAL BANK OF CANADA | $9.1M | 207,128 | 0.00% | 30q | -14.1%-$1.5M |
| Heronetta Management, L.P. | $9.0M | 206,361 | 8.29% | 30q | HELD |
| Arax Advisory Partners | $8.9M | 202,996 | 0.06% | 4q | +10584.0%+$8.8M |
| Militia Capital Management LLC | $8.8M | 200,250 | 0.26% | 2q | -66.7%-$17.5M |
| Ellsworth Advisors, LLC | $7.8M | 172,429 | 1.29% | 5q | +3.7%+$277.8K |
| CITIGROUP INC | $7.7M | 175,596 | 0.00% | 30q | +8.0%+$568.0K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $7.5M | 172,227 | 0.09% | 3q | +1.5%+$108.7K |
| Americana Partners, LLC | $7.1M | 161,245 | 0.16% | 27q | -0.5%-$35.6K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $6.8M | 155,867 | 0.12% | 30q | -1.5%-$100.6K |
| Sanctuary Advisors, LLC | $6.3M | 144,248 | 0.03% | 9q | HELD |
| BANK OF MONTREAL /CAN/ | $6.1M | 139,447 | 0.00% | new | NEW |
| Mariner, LLC | $6.0M | 137,042 | 0.01% | 25q | +5.9%+$335.6K |
| Treasurer of the State of North Carolina | $5.9M | 135,028 | 0.02% | new | NEW |
| Rockefeller Capital Management L.P. | $5.9M | 134,118 | 0.01% | 30q | HELD |
| CIBC WORLD MARKET INC. | $5.8M | 132,700 | 0.01% | 25q | -15.6%-$1.1M |
| Cresset Asset Management, LLC | $5.8M | 131,835 | 0.02% | 7q | +1.4%+$81.3K |
| GROUP ONE TRADING LLC | $4.9M CALL+PUT | options only | 0.01% | 30q | OPTIONS |
| ENVESTNET ASSET MANAGEMENT INC | $4.8M | 110,559 | 0.00% | 30q | HELD |
| HENNESSY ADVISORS INC | $4.8M | 110,260 | 0.15% | 18q | HELD |
| Cambridge Investment Research Advisors, Inc. | $4.8M | 109,676 | 0.01% | 10q | +89.0%+$2.3M |
| Lavaca Capital LLC | $4.7M | 108,000 | 0.47% | 16q | HELD |
| Cetera Investment Advisers | $4.4M | 99,433 | 0.00% | 10q | -4.7%-$212.8K |
| HighTower Advisors, LLC | $4.3M | 98,294 | 0.00% | 22q | +14.2%+$536.1K |
| Summit Financial, LLC | $4.1M | 94,579 | 0.05% | 9q | HELD |
| GLENMEDE TRUST CO NA | $3.7M | 85,481 | 0.02% | 28q | HELD |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | $3.7M | 85,150 | 0.70% | 24q | -7.1%-$284.4K |
| Pathstone Holdings, LLC | $3.6M | 83,078 | 0.01% | 11q | HELD |
| SIMPLEX TRADING, LLC | $3.5M incl. $2.7M options CALL+PUT | 19,324 | 0.00% | 2q | -28.7%-$1.4M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $3.4M | 78,819 | 0.02% | 12q | HELD |
| D.A. DAVIDSON & CO. | $3.3M | 74,339 | 0.02% | 17q | +2.6%+$82.7K |
| MAI Capital Management | $3.2M | 73,587 | 0.01% | 30q | +54.4%+$1.1M |
| Pekin Hardy Strauss, Inc. | $3.2M | 73,156 | 0.28% | 9q | HELD |
| NewEdge Advisors, LLC | $3.1M | 71,977 | 0.01% | 5q | +8.1%+$236.0K |
| GraniteShares Advisors LLC | $3.1M | 70,436 | 1.98% | 3q | +15.1%+$403.7K |
| Hartree Partners, LP | $2.9M | 66,000 | 0.62% | new | NEW |
| BlackRock, Inc. | $2.9M | 65,655 | 0.00% | 8q | HELD |
| Parkside Financial Bank & Trust | $2.9M | 65,520 | 0.20% | 21q | HELD |
| VAN ECK ASSOCIATES CORP | $2.8M | 63,189 | 0.00% | 30q | -18.3%-$617.6K |
| Kestra Advisory Services, LLC | $2.7M | 61,450 | 0.01% | 7q | +17.5%+$400.7K |
| DIVIDEND ASSETS CAPITAL, LLC | $2.6M | 59,492 | 0.50% | 30q | -7.6%-$212.8K |
| HUB Investment Partners, LLC | $2.6M | 59,219 | 0.05% | 10q | -2.2%-$58.8K |
| TRUIST FINANCIAL CORP | $2.4M | 55,370 | 0.00% | 27q | +16.6%+$344.7K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-07 | 13G/A | ALPS Advisors, Inc.with 1 co-filers | 9.0% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-12 | Forthuber Frederick A. | Director | Bought | 5,140 | $249.9K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 106 | $558.1M | 12,576,087 | 10 | 31 | 23 | 0.0% |
| Q2 2026 | 374 | $7.9B | 177,945,964 | 40 | 107 | 89 | 1.4% |
| Q1 2026 | 351 | $6.9B | 165,298,442 | 50 | 129 | 63 | 1.7% |
| Q4 2025 | 334 | $6.6B | 163,220,387 | 61 | 144 | 52 | 2.1% |
| Q3 2025 | 292 | $6.1B | 151,413,851 | 33 | 104 | 62 | 2.2% |
| Q2 2025 | 283 | $5.6B | 142,742,323 | 34 | 104 | 61 | 1.7% |
| Q1 2025 | 280 | $6.4B | 153,441,986 | 37 | 90 | 74 | 1.3% |
| Q4 2024 | 275 | $6.1B | 158,463,507 | 26 | 88 | 57 | 0.9% |
| Q3 2024 | 272 | $6.1B | 158,744,235 | 37 | 101 | 52 | 0.9% |
| Q2 2024 | 256 | $6.1B | 151,308,784 | 55 | 68 | 67 | 1.0% |
| Q1 2024 | 224 | $5.8B | 163,570,197 | 38 | 59 | 68 | 1.3% |
| Q4 2023 | 200 | $5.0B | 169,495,285 | 20 | 59 | 44 | 0.9% |
| Q3 2023 | 196 | $4.5B | 164,067,729 | 17 | 63 | 53 | 1.2% |
| Q2 2023 | 188 | $4.4B | 163,536,228 | 9 | 52 | 54 | 1.0% |
| Q1 2023 | 198 | $4.6B | 168,970,483 | 16 | 65 | 51 | 0.8% |
| Q4 2022 | 203 | $4.4B | 161,793,802 | 23 | 58 | 53 | 1.0% |
| Q3 2022 | 195 | $4.7B | 183,186,972 | 19 | 50 | 59 | 1.3% |
| Q2 2022 | 197 | $4.6B | 189,036,402 | 27 | 54 | 49 | 0.8% |
| Q1 2022 | 189 | $4.3B | 169,518,083 | 18 | 62 | 47 | 1.2% |
| Q4 2021 | 197 | $4.3B | 191,794,035 | 21 | 54 | 55 | 0.7% |
| Q3 2021 | 185 | $3.6B | 172,577,522 | 14 | 49 | 56 | 0.6% |
| Q2 2021 | 188 | $3.8B | 176,718,113 | 22 | 50 | 66 | 0.6% |
| Q1 2021 | 177 | $3.2B | 172,736,588 | 16 | 59 | 53 | 0.9% |
| Q4 2020 | 185 | $2.2B | 158,355,561 | 33 | 46 | 58 | 1.7% |
| Q3 2020 | 168 | $1.3B | 153,185,133 | 14 | 46 | 61 | 2.9% |
| Q2 2020 | 170 | $1.6B | 158,644,917 | 28 | 54 | 53 | 3.0% |
| Q1 2020 | 184 | $2.2B | 678,494,920 | 31 | 53 | 67 | 0.1% |
| Q4 2019 | 204 | $4.1B | 205,148,533 | 25 | 55 | 82 | 0.3% |
| Q3 2019 | 212 | $4.8B | 192,740,138 | 20 | 57 | 92 | 0.4% |
| Q2 2019 | 226 | $6.5B | 211,342,243 | 32 | 71 | 73 | 0.7% |
| Q1 2019 | 232 | $6.8B | 214,404,623 | 225 | 5 | 0 | 0.4% |
| Q4 2018 | 227 | $4.6B | 108,257,305 | 2 | 2 | 2 | 0.4% |