Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

WILLIAMS COS INC · COM · quarter ended 2026-03-31 · 24 members disclosed WMB ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,379 holders are listed, largest first: 1,379
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $64.1B
holders whose share count rose or who opened the position (new + add), by shares: 698
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 120

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of WMB ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$8.1B	111,870,176	+4,038,218	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$5.8B	79,356,001	—	NO PRIOR
3	STATE STREET CORP	$5.3B	72,988,408	+5,007,302	ADD
4	BANK OF AMERICA CORP /DE/	$3.2B	44,461,236	−1,592,637	TRIM
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.1B	43,269,040	—	NO PRIOR
6	MORGAN STANLEY	$2.5B	33,740,119	+168,052	ADD
7	GEODE CAPITAL MANAGEMENT, LLC	$2.1B	29,593,870	+965,103	ADD
8	WELLINGTON MANAGEMENT GROUP LLP	$1.7B	23,083,262	−14,032,435	TRIM
9	DEUTSCHE BANK AG\	$1.4B	18,968,223	−1,068,475	TRIM
10	Invesco Ltd.	$1.3B	18,079,759	+3,356,277	ADD
11	Blackstone Inc.	$1.2B	17,074,392	−573,247	TRIM
12	NORTHERN TRUST CORP	$977M	13,423,842	−90,700	TRIM
13	ROYAL BANK OF CANADA	$883M	12,128,639	−1,303,214	TRIM
14	Amundi	$852M	11,710,478	+2,020,899	ADD
15	Legal & General Group Plc	$672M	9,228,073	−749,728	TRIM
16	RAYMOND JAMES FINANCIAL INC	$663M	9,113,465	+13,203	ADD
17	UBS Group AG	$658M	9,047,346	−337,269	TRIM
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$649M	8,921,513	+1,475	ADD
19	DIMENSIONAL FUND ADVISORS LP	$623M	8,555,932	−982,745	TRIM
20	Bank of New York Mellon Corp	$586M	8,048,647	+1,651	ADD
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$554M	7,615,946	+181,206	ADD
22	Nuveen, LLC	$512M	7,039,221	+691,162	ADD
23	VANGUARD FIDUCIARY TRUST CO	$501M	6,882,935	—	NO PRIOR
24	BAHL & GAYNOR INC	$499M	6,859,866	−133,593	TRIM
25	KAYNE ANDERSON CAPITAL ADVISORS LP	$488M	6,703,243	−948,311	TRIM
26	AMERICAN CENTURY COMPANIES INC	$470M	6,456,552	−378,881	TRIM
27	WELLS FARGO & COMPANY/MN	$463M	6,355,450	+271,453	ADD
28	AMERIPRISE FINANCIAL INC	$435M	5,973,828	−2,428,797	TRIM
29	WESTWOOD HOLDINGS GROUP INC	$342M	4,701,198	+444,889	ADD
30	Artisan Partners Limited Partnership	$336M	4,621,865	−483,096	TRIM
31	VICTORY CAPITAL MANAGEMENT INC	$333M	4,580,409	+133,494	ADD
32	ENVESTNET ASSET MANAGEMENT INC	$333M	4,570,199	+163,642	ADD
33	FMR LLC	$327M	4,487,616	+353,842	ADD
34	MACKENZIE FINANCIAL CORP	$315M	4,327,267	−21,548	TRIM
35	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$312M	4,292,138	+2,391	ADD
36	Pictet Asset Management Holding SA	$296M	4,066,609	−32,472	TRIM
37	Qube Research & Technologies Ltd	$280M	3,845,078	+3,845,078	NEW
38	STIFEL FINANCIAL CORP	$275M	3,772,490	+82,950	ADD
39	BARCLAYS PLC	$269M	3,691,925	+917,664	ADD
40	Swiss National Bank	$261M	3,584,000	+237,500	ADD
41	National Pension Service	$234M	3,217,009	+3,217,009	NEW
42	1832 Asset Management L.P.	$232M	3,190,511	−260,532	TRIM
43	Mitsubishi UFJ Asset Management Co., Ltd.	$220M	3,019,701	+182,443	ADD
44	BANK OF MONTREAL /CAN/	$212M	2,914,185	+138,475	ADD
45	JOHNSON INVESTMENT COUNSEL INC	$211M	2,898,359	−150,376	TRIM
46	JENNISON ASSOCIATES LLC	$201M	2,754,878	+588,778	ADD
47	Vanguard Global Advisers, LLC	$194M	2,672,028	—	NO PRIOR
48	Sumitomo Mitsui Trust Group, Inc.	$194M	2,666,077	−130,227	TRIM
49	FRANKLIN RESOURCES INC	$182M	2,495,719	+952,152	ADD
50	CI INVESTMENTS INC.	$182M	2,494,111	−5,140	TRIM
51	ALLIANCEBERNSTEIN L.P.	$180M	2,999,264	−183,195	TRIM
52	Point72 Asset Management, L.P.	$176M	2,418,484	−1,795,357	TRIM
53	Evercore Wealth Management, LLC	$173M	2,370,634	−88,419	TRIM
54	CITADEL ADVISORS LLC	$172M	2,359,228	+893,444	ADD
55	HSBC HOLDINGS PLC	$170M	2,338,966	−2,207,456	TRIM
56	VANGUARD ASSET MANAGEMENT, Ltd	$167M	2,292,048	—	NO PRIOR
57	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$162M	2,220,983	−82,368	TRIM
58	SEI INVESTMENTS CO	$160M	2,197,700	+42,929	ADD
59	LPL Financial LLC	$156M	2,148,544	+55,719	ADD
60	NORDEA INVESTMENT MANAGEMENT AB	$150M	2,050,889	−54,681	TRIM
61	TRUIST FINANCIAL CORP	$148M	2,036,334	+127,325	ADD
62	CAPITAL ADVISORS INC/OK	$146M	2,011,526	−250,572	TRIM
63	MILLENNIUM MANAGEMENT LLC	$146M	1,999,435	−180,632	TRIM
64	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$142M	1,954,680	−138,173	TRIM
65	D. E. Shaw & Co., Inc.	$142M	1,948,549	+1,342,223	ADD
66	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$141M	1,932,786	+1,932,786	NEW
67	PRINCIPAL FINANCIAL GROUP INC	$130M	1,792,711	−31,637	TRIM
68	Aberdeen Group plc	$126M	1,735,628	−27,456	TRIM
69	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	$124M	1,700,100	+105,000	ADD
70	HighTower Advisors, LLC	$122M	1,670,781	−13,065	TRIM
71	Merewether Investment Management, LP	$121M	1,668,428	−672,572	TRIM
72	WORLDQUANT MILLENNIUM ADVISORS LLC	$121M	1,660,902	+1,621,840	ADD
73	AVIVA PLC	$121M	1,657,042	+41,690	ADD
74	Focus Partners Wealth	$117M	1,611,047	+75,103	ADD
75	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$111M	1,527,122	+839,835	ADD
76	Chevy Chase Trust Holdings, LLC	$107M	1,464,707	+203,076	ADD
77	Energy Income Partners, LLC	$106M	1,458,462	+13,577	ADD
78	FIRST FINANCIAL BANKSHARES INC	$104M	1,432,519	−8,415	TRIM
79	Clark Capital Management Group, Inc.	$103M	1,413,551	−545,203	TRIM
80	CITIGROUP INC	$96.7M	1,328,441	−286,410	TRIM
81	BANK OF NOVA SCOTIA	$90.7M	1,246,558	+893,190	ADD
82	Alyeska Investment Group, L.P.	$88.0M	1,209,651	−2,121,737	TRIM
83	Vanguard Investments Australia, Ltd.	$86.2M	1,184,462	—	NO PRIOR
84	M.D. Sass, LLC	$85.4M	1,173,920	−165,714	TRIM
85	Maryland State Retirement & Pension System	$84.6M	1,162,444	−49,929	TRIM
86	Connor, Clark & Lunn Investment Management Ltd.	$82.8M	1,137,849	+952,146	ADD
87	Freestone Grove Partners LP	$82.1M	1,127,736	+841,429	ADD
88	Electron Capital Partners, LLC	$79.3M	1,089,869	+3,984	ADD
89	Rockefeller Capital Management L.P.	$78.9M	1,083,494	−10,354	TRIM
90	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$78.0M	1,072,147	−1,004	TRIM
91	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$77.8M	1,069,327	−102,573	TRIM
92	SCHRODER INVESTMENT MANAGEMENT GROUP	$77.1M	1,064,223	+36,810	ADD
93	CIBC Bancorp USA Inc.	$75.6M	1,038,813	—	NO PRIOR
94	TEACHER RETIREMENT SYSTEM OF TEXAS	$75.5M	1,037,372	−83,403	TRIM
95	FIL Ltd	$73.9M	1,015,401	−322,079	TRIM
96	Squarepoint Ops LLC	$73.8M	1,013,597	−1,971,983	TRIM
97	EAGLE GLOBAL ADVISORS LLC	$72.1M	991,008	+271,215	ADD
98	Holocene Advisors, LP	$71.6M	984,415	−799,524	TRIM
99	FIRST TRUST ADVISORS LP	$70.9M	974,156	+14,150	ADD
100	Corient Private Wealth LLC	$69.9M	975,242	−1,479,097	TRIM
101	EXCHANGE TRADED CONCEPTS, LLC	$68.9M	946,601	+20,172	ADD
102	Midwest Trust Co	$67.1M	921,399	−32,966	TRIM
103	AQR CAPITAL MANAGEMENT LLC	$66.0M	907,473	−225,627	TRIM
104	Susquehanna Portfolio Strategies, LLC	$65.4M	898,058	+89,246	ADD
105	TCTC Holdings, LLC	$64.5M	886,402	−6,273	TRIM
106	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$63.1M	867,485	−419,435	TRIM
107	NATIONAL BANK OF CANADA /FI/	$61.7M	847,798	−36,275	TRIM
108	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$60.9M	836,376	+406,363	ADD
109	EVENTIDE ASSET MANAGEMENT, LLC	$60.5M	832,248	+39,088	ADD
110	GUARDIAN CAPITAL LP	$60.4M	830,532	+92,129	ADD
111	Fractal Investments LLC	$59.2M	814,000	0	NO CHANGE
112	Universal- Beteiligungs- und Servicegesellschaft mbH	$58.3M	804,630	+133,413	ADD
113	Advisors Capital Management, LLC	$58.2M	799,370	−11,828	TRIM
114	NEOS Investment Management LLC	$57.9M	795,629	+572,917	ADD
115	Assenagon Asset Management S.A.	$57.6M	792,077	+164,159	ADD
116	Korea Investment CORP	$56.2M	772,164	−130,377	TRIM
117	Cetera Investment Advisers	$55.9M	768,733	−45,758	TRIM
118	Recurrent Investment Advisors LLC	$55.5M	762,867	+2,240	ADD
119	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$53.2M	731,102	−38,680	TRIM
120	STATE OF WISCONSIN INVESTMENT BOARD	$52.9M	727,343	+14,456	ADD
121	ADAGE CAPITAL PARTNERS GP, L.L.C.	$52.3M	718,999	+5,300	ADD
122	CIBC WORLD MARKET INC.	$52.3M	718,535	+17,889	ADD
123	MACQUARIE GROUP LTD	$52.1M	715,366	−51,314	TRIM
124	FIFTH THIRD BANCORP	$51.0M	700,126	+377,485	ADD
125	&PARTNERS	$50.4M	691,763	+73,939	ADD
126	Quantinno Capital Management LP	$50.1M	688,368	+126,152	ADD
127	JANE STREET GROUP, LLC	$49.4M	678,452	−71,402	TRIM
128	Zurcher Kantonalbank (Zurich Cantonalbank)	$49.3M	678,011	−6,536	TRIM
129	Tredje AP-fonden	$48.7M	669,510	+669,510	NEW
130	TD ASSET MANAGEMENT INC	$47.6M	653,819	+21,797	ADD
131	FEDERATED HERMES, INC.	$43.4M	596,393	+12,713	ADD
132	Calamos Advisors LLC	$42.2M	580,346	+13,137	ADD
133	Mariner, LLC	$42.1M	578,648	+2,891	ADD
134	PRUDENTIAL PLC	$41.5M	569,627	+144,668	ADD
135	Covalis Capital LLP	$40.2M	552,506	−97,268	TRIM
136	Sumitomo Mitsui DS Asset Management Company, Ltd	$38.9M	534,264	−58,970	TRIM
137	ALPS ADVISORS INC	$37.8M	519,331	+38,376	ADD
138	Asset Management One Co., Ltd.	$37.7M	517,879	+144	ADD
139	VOYA INVESTMENT MANAGEMENT LLC	$37.1M	509,254	+24,679	ADD
140	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$36.6M	502,224	−4,579	TRIM
141	Nishkama Capital, LLC	$36.3M	499,052	+187,757	ADD
142	Baird Financial Group, Inc.	$36.0M	495,080	+495,080	NEW
143	Yaupon Capital Management LP	$35.0M	481,181	−259,765	TRIM
144	OSAIC HOLDINGS, INC.	$33.8M	464,447	−9,875	TRIM
145	Ensign Peak Advisors, Inc	$33.6M	461,374	+8,532	ADD
146	NOMURA ASSET MANAGEMENT CO LTD	$33.3M	456,894	+26,473	ADD
147	Americana Partners, LLC	$32.9M	451,426	−3,710	TRIM
148	BNP Paribas Asset Management Holding S.A.	$32.8M	450,882	−54,833	TRIM
149	OPPENHEIMER ASSET MANAGEMENT INC.	$32.8M	450,182	+42,684	ADD
150	STOREBRAND ASSET MANAGEMENT AS	$31.9M	438,870	—	NO PRIOR
151	Creative Planning	$31.5M	432,230	+48,585	ADD
152	Resona Asset Management Co.,Ltd.	$31.4M	431,639	+9,452	ADD
153	Federation des caisses Desjardins du Quebec	$31.3M	430,348	+45,061	ADD
154	TORONTO DOMINION BANK	$31.3M	429,786	−340,107	TRIM
155	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$31.2M	429,104	−496,573	TRIM
156	Voleon Capital Management LP	$31.1M	427,227	+80,752	ADD
157	BECK MACK & OLIVER LLC	$30.9M	424,135	−2,550	TRIM
158	APG Asset Management N.V.	$30.8M	486,823	−52,794	TRIM
159	Sanctuary Advisors, LLC	$30.6M	420,652	−77,923	TRIM
160	NewEdge Advisors, LLC	$30.5M	419,362	+419,362	NEW
161	State of New Jersey Common Pension Fund D	$30.1M	413,701	0	NO CHANGE
162	ING GROEP NV	$29.0M	398,801	+69,876	ADD
163	Swiss Life Asset Management Ltd	$29.0M	398,537	+26,559	ADD
164	Man Group plc	$28.9M	396,771	+355,515	ADD
165	DnB Asset Management AS	$28.4M	390,881	+19,809	ADD
166	Lansforsakringar Fondforvaltning AB (publ)	$28.4M	390,228	−3,469	TRIM
167	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$28.1M	385,546	+33,379	ADD
168	HITE Hedge Asset Management LLC	$28.0M	384,974	+384,974	NEW
169	RR Advisors, LLC	$27.3M	375,077	+375,077	NEW
170	COMMONWEALTH EQUITY SERVICES, LLC	$27.3M	375,053	+134,344	ADD
171	Rivermont Capital Management LP	$27.1M	372,086	+372,086	NEW
172	US BANCORP \DE\	$27.1M	371,772	−13,287	TRIM
173	Robertson Opportunity Capital, LLC	$26.5M	364,782	−68,500	TRIM
174	FLPUTNAM INVESTMENT MANAGEMENT CO	$26.4M	363,057	+116,733	ADD
175	FOUNDATIONS INVESTMENT ADVISORS, LLC	$25.4M	348,469	+36,225	ADD
176	PUBLIC SECTOR PENSION INVESTMENT BOARD	$25.3M	347,334	+36,326	ADD
177	Zurich Insurance Group Ltd/FI	$24.8M	340,842	+340,842	NEW
178	Arizona State Retirement System	$24.4M	334,592	−9,991	TRIM
179	Fisher Funds Management LTD	$24.3M	333,234	0	NO CHANGE
180	Czech National Bank	$24.2M	332,594	+10,580	ADD
181	IFM Investors Pty Ltd	$24.0M	329,740	+11,511	ADD
182	Kestra Advisory Services, LLC	$23.9M	328,111	+26,973	ADD
183	TUDOR INVESTMENT CORP ET AL	$23.5M	323,451	−102,070	TRIM
184	ASR Vermogensbeheer N.V.	$23.5M	322,500	−13,432	TRIM
185	RWC Asset Management LLP	$23.4M	320,977	+320,977	NEW
186	STATE OF MICHIGAN RETIREMENT SYSTEM	$23.2M	319,021	−700	TRIM
187	Richard C. Young & CO., LTD.	$22.8M	313,140	+1,222	ADD
188	ROYAL LONDON ASSET MANAGEMENT LTD	$22.6M	311,146	+3,706	ADD
189	ProShare Advisors LLC	$22.6M	310,803	−56,821	TRIM
190	CIBC Asset Management Inc	$22.6M	310,582	+6,160	ADD
191	INFRASTRUCTURE CAPITAL ADVISORS, LLC	$22.0M	302,076	+32,608	ADD
192	NISSAY ASSET MANAGEMENT CORP /JAPAN	$21.8M	299,207	+2,171	ADD
193	Chicago Partners Investment Group LLC	$19.9M	279,287	−20,130	TRIM
194	Mirae Asset Global Investments Co., Ltd.	$19.7M	270,987	+42,015	ADD
195	XPONANCE LLC	$19.7M	270,907	+65,159	ADD
196	Capital Investment Advisors, LLC	$19.3M	264,557	+6,005	ADD
197	Eurizon Capital SGR S.p.A.	$19.1M	262,428	+262,428	NEW
198	Retirement Systems of Alabama	$18.9M	259,336	−460	TRIM
199	Steward Partners Investment Advisory, LLC	$18.8M	258,703	+118,989	ADD
200	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$18.7M	257,517	−8,956	TRIM
201	R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC	$18.6M	255,723	−800	TRIM
202	Allianz Asset Management GmbH	$18.4M	253,173	+18,820	ADD
203	Private Capital Advisors, Inc.	$18.3M	251,908	+960	ADD
204	Heronetta Management, L.P.	$18.3M	251,402	+1,250	ADD
205	Allspring Global Investments Holdings, LLC	$18.3M	254,668	+81,126	ADD
206	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$18.1M	248,728	−275,036	TRIM
207	Verition Fund Management LLC	$17.9M	245,456	−130,985	TRIM
208	Varma Mutual Pension Insurance Co	$17.8M	244,200	0	NO CHANGE
209	Catalyst Capital Advisors LLC	$17.6M	241,306	−12,886	TRIM
210	Cerity Partners LLC	$17.5M	240,772	−89,012	TRIM
211	USS Investment Management Ltd	$17.4M	239,494	0	NO CHANGE
212	Woodline Partners LP	$17.4M	239,198	+30,837	ADD
213	Trexquant Investment LP	$17.3M	237,777	+208,550	ADD
214	Tidal Investments LLC	$16.9M	231,580	+191,048	ADD
215	MAI Capital Management	$16.8M	230,632	+172,743	ADD
216	CFM WEALTH PARTNERS LLC	$16.5M	226,405	−453	TRIM
217	Daiwa Securities Group Inc.	$16.4M	225,585	+9,768	ADD
218	Rafferty Asset Management, LLC	$16.1M	220,653	−7,716	TRIM
219	PICTON MAHONEY ASSET MANAGEMENT	$16.1M	220,576	+220,576	NEW
220	Vestmark Advisory Solutions, Inc.	$16.0M	220,275	+8,069	ADD
221	BW Gestao de Investimentos Ltda.	$16.0M	220,000	+220,000	NEW
222	GUGGENHEIM CAPITAL LLC	$16.0M	219,695	+40,546	ADD
223	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$15.9M	220,894	−196,017	TRIM
224	MUFG Securities EMEA plc	$15.9M	218,120	0	NO CHANGE
225	Kinsale Capital Group, Inc.	$15.8M	217,619	+9,546	ADD
226	FUKOKU MUTUAL LIFE INSURANCE CO	$15.7M	215,855	−780	TRIM
227	CRAWFORD INVESTMENT COUNSEL INC	$15.6M	214,945	+3,620	ADD
228	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$15.6M	214,800	+132,800	ADD
229	Beacon Pointe Advisors, LLC	$15.5M	213,574	+31,600	ADD
230	Wealthfront Advisers LLC	$15.3M	210,324	+4,354	ADD
231	TCV Trust & Wealth Management, Inc.	$15.1M	206,933	−4,114	TRIM
232	MERCER GLOBAL ADVISORS INC /ADV	$15.0M	206,247	−6,650	TRIM
233	Moors & Cabot, Inc.	$14.7M	202,211	−1,712	TRIM
234	WEYBOSSET RESEARCH & MANAGEMENT LLC	$14.5M	199,736	−674	TRIM
235	Utah Retirement Systems	$14.4M	198,009	−3,153	TRIM
236	ASSETMARK, INC	$13.8M	190,228	+15,939	ADD
237	Vanguard Personalized Indexing Management, LLC	$13.7M	188,915	+13,060	ADD
238	Jackson Hole Capital Partners, LLC	$13.7M	187,758	+2,068	ADD
239	KING LUTHER CAPITAL MANAGEMENT CORP	$13.6M	186,617	−388	TRIM
240	BRASADA CAPITAL MANAGEMENT, LP	$13.5M	185,343	−9,835	TRIM
241	Vident Advisory, LLC	$13.4M	183,672	+31,330	ADD
242	ELCO Management Co., LLC	$13.2M	181,958	+50,894	ADD
243	WESTFIELD CAPITAL MANAGEMENT CO LP	$13.2M	181,444	−49,733	TRIM
244	Rakuten Investment Management, Inc.	$13.1M	181,242	+20,593	ADD
245	Empowered Funds, LLC	$13.1M	179,321	+179,321	NEW
246	Cornerstone Wealth Group, LLC	$12.8M	181,125	+2,060	ADD
247	Pathstone Holdings, LLC	$12.6M	173,533	+19,157	ADD
248	Metis Global Partners, LLC	$12.5M	171,502	−6,877	TRIM
249	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$12.3M	169,563	+2,196	ADD
250	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$12.3M	168,317	−48,393	TRIM
251	COMMERCE BANK	$12.2M	168,236	+12,627	ADD
252	Aperture Investors, LLC	$12.1M	166,514	+18,655	ADD
253	Moran Wealth Management, LLC	$12.1M	166,496	+166,496	NEW
254	Greenline Partners, LLC	$12.1M	165,941	−1,806	TRIM
255	Columbus Macro, LLC	$12.0M	164,583	−28,300	TRIM
256	Ripple Effect Asset Management LP	$11.8M	162,000	−166,000	TRIM
257	STEPHENS INC /AR/	$11.7M	161,120	−3,780	TRIM
258	OPPENHEIMER & CO INC	$11.5M	157,745	+693	ADD
259	Stokes Capital Advisors, LLC	$11.4M	156,811	−9,302	TRIM
260	O'Brien Greene & Co. Inc	$11.3M	155,167	−463	TRIM
261	ABN AMRO Bank N.V.	$11.2M	152,975	+147,195	ADD
262	Guinness Asset Management LTD	$11.2M	153,668	+42,725	ADD
263	FIDELIS CAPITAL PARTNERS, LLC	$11.0M	151,827	+3,677	ADD
264	Dilation Capital Management LP	$11.0M	150,605	+150,605	NEW
265	Linscomb Wealth, Inc.	$10.9M	149,419	−40,647	TRIM
266	Brevan Howard Capital Management LP	$10.8M	148,081	+107,161	ADD
267	Great Lakes Retirement, Inc.	$10.7M	147,235	−2,256	TRIM
268	HUB Investment Partners, LLC	$10.6M	145,306	+13,940	ADD
269	Candriam S.C.A.	$10.5M	144,241	+3,739	ADD
270	Annex Advisory Services, LLC	$10.4M	142,708	−93,572	TRIM
271	LMR Partners LLP	$10.4M	142,622	−83,782	TRIM
272	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$10.2M	139,835	0	NO CHANGE
273	HORIZON KINETICS ASSET MANAGEMENT LLC	$10.1M	138,301	+980	ADD
274	Advisors Asset Management, Inc.	$10.0M	137,337	+17,293	ADD
275	Private Advisor Group, LLC	$10.0M	137,202	+3,706	ADD
276	Hilton Capital Management, LLC	$9.9M	136,698	+1,474	ADD
277	BOOTHBAY FUND MANAGEMENT, LLC	$9.8M	134,151	+119,333	ADD
278	BENJAMIN EDWARDS INC	$9.7M	132,992	+5,788	ADD
279	Consolidated Investment Group LLC	$9.7M	132,705	+2,590	ADD
280	Sagefield Capital LP	$9.6M	132,405	−172,790	TRIM
281	Janus Henderson Group Ltd.	$9.6M	131,968	−1,010,091	TRIM
282	CASTLEARK MANAGEMENT LLC	$9.6M	131,770	+6,040	ADD
283	Resolution Capital Ltd	$9.5M	130,782	+81,598	ADD
284	NOMURA HOLDINGS INC	$9.4M	129,789	+129,789	NEW
285	YOUSIF CAPITAL MANAGEMENT, LLC	$9.4M	129,565	−5,970	TRIM
286	Skylands Capital, LLC	$9.3M	127,125	−5,700	TRIM
287	OP Asset Management Ltd	$9.0M	123,848	—	NO PRIOR
288	Nicholas Investment Partners, LP	$9.0M	123,075	0	NO CHANGE
289	IEQ CAPITAL, LLC	$8.9M	122,706	+82,169	ADD
290	ELEVATION POINT WEALTH PARTNERS, LLC	$8.9M	122,622	+38,389	ADD
291	Generali Asset Management SPA SGR	$8.9M	122,308	−291	TRIM
292	Walleye Capital LLC	$8.9M	122,156	−16,871	TRIM
293	Blue Zone Wealth Advisors, LLC	$8.9M	121,735	−25,769	TRIM
294	CWM, LLC	$8.8M	120,923	+1,604	ADD
295	Third View Private Wealth, LLC	$8.8M	120,649	+24,675	ADD
296	TD Waterhouse Canada Inc.	$8.6M	120,271	+95,660	ADD
297	Aviso Financial Inc.	$8.6M	118,288	+5,001	ADD
298	DAVENPORT & Co LLC	$8.5M	116,331	+25,836	ADD
299	MidFirst Bank	$8.4M	115,852	+7	ADD
300	Larson Financial Group LLC	$8.4M	115,342	+2,647	ADD
301	NewEdge Wealth, LLC	$8.3M	114,289	−16,099	TRIM
302	HOURGLASS CAPITAL, LLC	$8.2M	112,890	−7,320	TRIM
303	QRG CAPITAL MANAGEMENT, INC.	$8.2M	112,502	+9,863	ADD
304	Barnett & Company, Inc.	$8.2M	112,419	−1,980	TRIM
305	Jefferies Financial Group Inc.	$8.2M	112,257	−18,300	TRIM
306	ODDO BHF ASSET MANAGEMENT SAS	$8.2M	112,228	−3,206	TRIM
307	Phraction Management LLC	$8.0M	110,505	0	NO CHANGE
308	Atria Investments, Inc	$8.0M	110,480	−18,415	TRIM
309	Investment Management Corp of Ontario	$8.0M	109,774	+4,800	ADD
310	Kingsview Wealth Management, LLC	$7.9M	108,318	−2,581	TRIM
311	FFT WEALTH MANAGEMENT LLC	$7.9M	107,941	+359	ADD
312	INTECH INVESTMENT MANAGEMENT LLC	$7.8M	107,795	−22,024	TRIM
313	LAFFER TENGLER INVESTMENTS, INC.	$7.6M	104,849	+20,801	ADD
314	BARINGS LLC	$7.6M	103,911	+103,911	NEW
315	CREDIT AGRICOLE S A	$7.5M	103,358	−365,811	TRIM
316	Corigliano Investment Advisers, LLC	$7.5M	103,200	−98,100	TRIM
317	FOURPATH CAPITAL MANAGEMENT, LLC	$7.5M	102,469	−270	TRIM
318	Sterling Capital Management LLC	$7.3M	100,107	+91,840	ADD
319	UniSuper Management Pty Ltd	$7.2M	98,723	−3,838	TRIM
320	EagleClaw Capital Managment, LLC	$7.2M	98,497	−875	TRIM
321	Tribune Investment Group LP	$7.2M	98,410	+98,410	NEW
322	MML INVESTORS SERVICES, LLC	$7.1M	98,008	−27,854	TRIM
323	Callan Family Office, LLC	$7.1M	97,295	−2,628	TRIM
324	Scott & Selber, Inc.	$7.1M	96,991	−178	TRIM
325	TEMA ETFS LLC	$7.0M	96,257	+75,403	ADD
326	HORAN Wealth, LLC	$7.0M	97,209	+416	ADD
327	OneDigital Investment Advisors LLC	$7.0M	95,775	−2,407	TRIM
328	SIMON QUICK ADVISORS, LLC	$6.9M	95,174	−2,892	TRIM
329	DIVIDEND ASSETS CAPITAL, LLC	$6.9M	95,062	−13,410	TRIM
330	Aventail Capital Group, LP	$6.8M	94,010	+24,326	ADD
331	FIRST MANHATTAN CO. LLC.	$6.8M	93,939	+2,315	ADD
332	Turtle Creek Wealth Advisors, LLC	$6.7M	92,576	+3,439	ADD
333	D.A. DAVIDSON & CO.	$6.7M	91,435	−936	TRIM
334	Merit Financial Group, LLC	$6.6M	91,276	+490	ADD
335	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.6M	91,276	+17,614	ADD
336	KESTRA PRIVATE WEALTH SERVICES, LLC	$6.6M	90,658	−6,737	TRIM
337	Allworth Financial LP	$6.5M	89,548	−5,279	TRIM
338	Summit Financial, LLC	$6.2M	84,797	−2,823	TRIM
339	Signature Wealth Management Group	$6.1M	83,773	−725	TRIM
340	Orion Porfolio Solutions, LLC	$6.1M	83,770	−6,654	TRIM
341	Atom Investors LP	$6.1M	83,733	+42,121	ADD
342	M&T BANK CORP	$6.1M	83,439	−4,311	TRIM
343	Tower Research Capital LLC (TRC)	$6.1M	83,263	+45,133	ADD
344	U.S. Capital Wealth Advisors, LLC	$6.0M	82,743	−83,115	TRIM
345	Hennion & Walsh Asset Management, Inc.	$5.9M	80,865	+1,348	ADD
346	Cresset Asset Management, LLC	$5.7M	78,566	+14,310	ADD
347	HB Wealth Management, LLC	$5.6M	77,224	+2,969	ADD
348	Militia Capital Management LLC	$5.6M	76,778	—	NO PRIOR
349	Walleye Trading LLC	$5.6M	76,662	+76,662	NEW
350	Itau Unibanco Holding S.A.	$5.5M	75,724	−9,479	TRIM
351	Engineers Gate Manager LP	$5.5M	75,597	+15,610	ADD
352	Linden Thomas Advisory Services, LLC	$5.5M	75,287	+2,307	ADD
353	Arosa Capital Management LP	$5.5M	75,000	−35,000	TRIM
354	Oak Thistle LLC	$5.4M	74,627	+54,981	ADD
355	PANAGORA ASSET MANAGEMENT INC	$5.4M	74,223	−372	TRIM
356	MIZUHO SECURITIES USA LLC	$5.4M	73,828	−15,093	TRIM
357	Texas Yale Capital Corp.	$5.4M	73,715	+498	ADD
358	Gotham Asset Management, LLC	$5.3M	72,980	+19,662	ADD
359	Candelo Capital Management LP	$5.2M	71,661	+71,661	NEW
360	SHRIER WEALTH MANAGEMENT, LLC	$5.2M	71,384	+292	ADD
361	Edgestream Partners, L.P.	$5.1M	70,632	+59,846	ADD
362	Wealth Alliance Advisory Group, LLC	$5.1M	70,506	+6	ADD
363	ABN AMRO INVESTMENT SOLUTIONS	$5.1M	69,980	+8,812	ADD
364	Compass Wealth Management LLC	$5.0M	68,448	−900	TRIM
365	EXENCIAL WEALTH ADVISORS, LLC	$5.0M	68,101	−104	TRIM
366	Vontobel Holding Ltd.	$5.0M	68,099	+29,491	ADD
367	3Chopt Investment Partners, LLC	$5.0M	68,045	+838	ADD
368	MONETA GROUP INVESTMENT ADVISORS LLC	$4.9M	67,773	−293	TRIM
369	ALPINE WOODS CAPITAL INVESTORS, LLC	$4.9M	67,390	−5,403	TRIM
370	FOUNDERS FINANCIAL SECURITIES LLC	$4.9M	67,088	+6,849	ADD
371	B. Metzler seel. Sohn & Co. AG	$4.9M	67,077	−20,342	TRIM
372	Vectors Research Management, LLC	$4.8M	66,637	−148	TRIM
373	Transamerica Financial Advisors, LLC	$4.8M	66,073	−4,604	TRIM
374	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$4.8M	65,800	+65,800	NEW
375	Csenge Advisory Group	$4.7M	65,220	−8,583	TRIM
376	Harrison Street Private Wealth LLC	$4.7M	65,110	—	NO PRIOR
377	Meiji Yasuda America Inc	$4.7M	65,043	−894	TRIM
378	Crossmark Global Holdings, Inc.	$4.7M	64,460	—	NO PRIOR
379	Bridgewater Associates, LP	$4.6M	63,323	−7,781	TRIM
380	MGO ONE SEVEN LLC	$4.6M	63,187	+1,749	ADD
381	Sone Capital Management, LLC	$4.6M	62,942	−128,379	TRIM
382	Machina Capital S.A.S.	$4.5M	62,045	+42,439	ADD
383	Seven Post Investment Office LP	$4.5M	61,760	0	NO CHANGE
384	Evelyn Partners Investment Management LLP	$4.4M	60,414	−115	TRIM
385	GS Investments, Inc.	$4.4M	60,203	−2,614	TRIM
386	GREAT LAKES ADVISORS, LLC	$4.3M	59,269	−11,541	TRIM
387	Sequoia Financial Advisors, LLC	$4.3M	59,188	+3,637	ADD
388	Avidian Wealth Enterprises, LLC	$4.3M	58,723	+42,679	ADD
389	OpenArc Corporate Advisory, LLC	$4.3M	58,629	+2,484	ADD
390	Summit Trail Advisors, LLC	$4.2M	57,878	+12,976	ADD
391	MEEDER ASSET MANAGEMENT INC	$4.2M	57,095	+56,594	ADD
392	Providence Capital Advisors, LLC	$4.1M	56,609	+1,244	ADD
393	Continuum Advisory, LLC	$4.1M	56,135	+56,135	NEW
394	Lido Advisors, LLC	$4.1M	55,883	+8,623	ADD
395	Pinnacle Financial Partners, Inc.	$4.1M	55,696	+256	ADD
396	Autumn Glory Partners, LLC	$4.0M	55,484	−2,351	TRIM
397	Hudson Bay Capital Management LP	$4.0M	55,445	+55,445	NEW
398	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$4.0M	55,380	+55,380	NEW
399	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$4.0M	55,365	+55,365	NEW
400	BROWN ADVISORY INC	$4.0M	55,325	−2,028	TRIM
401	Caprock Group, LLC	$4.0M	54,943	+1,552	ADD
402	Alaethes Wealth, LLC	$4.0M	54,914	+8,004	ADD
403	EDMOND DE ROTHSCHILD HOLDING S.A.	$4.0M	54,904	+3,381	ADD
404	Norinchukin Bank, The	$4.0M	54,878	+749	ADD
405	Prospera Financial Services Inc	$4.0M	54,720	−10,101	TRIM
406	DJE Kapital AG	$4.0M	54,600	+54,600	NEW
407	First National Bank of Mount Dora, Trust Investment Services	$4.0M	54,474	—	NO PRIOR
408	World Investment Advisors	$4.0M	54,425	−1,152	TRIM
409	Trivium Point Advisory, LLC	$4.0M	54,418	−122,107	TRIM
410	Quadrature Capital Ltd	$3.9M	54,142	+54,142	NEW
411	DIVERSIFY WEALTH MANAGEMENT, LLC	$3.9M	53,599	+44,528	ADD
412	Freedom Day Solutions, LLC	$3.9M	53,917	−785	TRIM
413	Dai-ichi Life Insurance Company, Ltd	$3.9M	53,024	−1,596	TRIM
414	Brooklyn Investment Group	$3.9M	52,926	+13,461	ADD
415	Schonfeld Strategic Advisors LLC	$3.8M	52,528	+52,528	NEW
416	OMERS ADMINISTRATION Corp	$3.8M	52,086	+8,259	ADD
417	INTRUST BANK NA	$3.8M	52,058	+7,627	ADD
418	Gibraltar Capital Management, Inc.	$3.7M	51,111	+1,444	ADD
419	Bell & Brown Wealth Advisors, LLC	$3.7M	50,741	−140	TRIM
420	PROFUND ADVISORS LLC	$3.7M	50,596	+12,537	ADD
421	BLAIR WILLIAM & CO/IL	$3.7M	50,333	−25,441	TRIM
422	ARDSLEY ADVISORY PARTNERS LP	$3.6M	50,000	0	NO CHANGE
423	Steadtrust LLC	$3.6M	49,750	−361	TRIM
424	Robeco Institutional Asset Management B.V.	$3.6M	49,226	−37,699	TRIM
425	Sound View Wealth Advisors Group, LLC	$3.5M	48,609	−662	TRIM
426	Oxbow Advisors, LLC	$3.5M	48,350	−38	TRIM
427	Curi Capital, LLC	$3.5M	47,683	+9,395	ADD
428	Ascent Group, LLC	$3.5M	47,577	−10,152	TRIM
429	Envestnet Portfolio Solutions, Inc.	$3.4M	47,317	−16,375	TRIM
430	Lavaca Capital LLC	$3.4M	47,300	0	NO CHANGE
431	COURIER CAPITAL LLC	$3.4M	47,258	−208	TRIM
432	Waverly Advisors, LLC	$3.4M	47,160	+5,050	ADD
433	Platform Technology Partners	$3.3M	45,820	+606	ADD
434	MARINER INVESTMENT GROUP LLC	$3.3M	45,000	0	NO CHANGE
435	Centiva Capital, LP	$3.3M	44,996	+38,846	ADD
436	J. Goldman & Co LP	$3.2M	43,917	+43,917	NEW
437	DUDLEY CAPITAL MANAGEMENT, LLC	$3.2M	43,915	−277	TRIM
438	PRINCIPAL SECURITIES, INC.	$3.2M	43,826	−7,242	TRIM
439	Concurrent Investment Advisors, LLC	$3.2M	43,814	+1,951	ADD
440	Balefire, LLC	$3.2M	43,733	−1,097	TRIM
441	Indivisible Partners	$3.2M	43,699	−81,825	TRIM
442	TOKIO MARINE ASSET MANAGEMENT CO LTD	$3.2M	43,445	+1,019	ADD
443	Cadent Capital Advisors, LLC	$3.1M	43,217	−351	TRIM
444	New Age Alpha Advisors, LLC	$3.1M	43,115	+38,702	ADD
445	Round Rock Advisors LLC	$3.1M	42,776	0	NO CHANGE
446	REGIONS FINANCIAL CORP	$3.0M	41,875	−3,038	TRIM
447	WCG Wealth Advisors LLC	$3.0M	41,771	−12,198	TRIM
448	KEYBANK NATIONAL ASSOCIATION/OH	$3.0M	41,751	+6,707	ADD
449	Argentarii, LLC	$3.0M	41,420	+14	ADD
450	Phoenix Financial Ltd.	$3.0M	40,870	−11,243	TRIM
451	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$3.0M	40,867	+6,061	ADD
452	Bleakley Financial Group, LLC	$3.0M	40,719	−49,198	TRIM
453	Ethic Inc.	$3.0M	40,569	+1,525	ADD
454	EAGLE ROCK INVESTMENT COMPANY, LLC	$2.9M	40,185	−99	TRIM
455	Snowden Capital Advisors LLC	$2.9M	40,153	−898	TRIM
456	G&S Capital LLC	$2.9M	39,949	−8,305	TRIM
457	Keebeck Wealth Management	$2.9M	39,372	+6,071	ADD
458	Banque Cantonale Vaudoise	$2.9M	39,265	+1,507	ADD
459	Brookstone Capital Management	$2.8M	39,095	+13,678	ADD
460	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.8M	39,075	+56	ADD
461	Meeder Advisory Services, Inc.	$2.8M	39,056	−509	TRIM
462	Slocum, Gordon & Co LLP	$2.8M	39,005	0	NO CHANGE
463	COLDSTREAM CAPITAL MANAGEMENT INC	$2.8M	38,708	+5,074	ADD
464	EQUITY INVESTMENT CORP	$2.8M	38,353	−989,114	TRIM
465	Vise Technologies, Inc.	$2.8M	46,418	0	NO CHANGE
466	Lombard Odier Asset Management (Switzerland) SA	$2.8M	38,290	+8,457	ADD
467	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.8M	38,288	−96,169	TRIM
468	FCA CORP /TX	$2.7M	37,177	−1,914	TRIM
469	VISTA INVESTMENT PARTNERS LLC	$2.7M	36,547	−33	TRIM
470	Laird Norton Wetherby Trust Company, LLC	$2.6M	36,354	+326	ADD
471	TKG Advisors, LLC	$2.6M	36,278	−9,130	TRIM
472	EVOLVE PRIVATE WEALTH, LLC	$2.6M	36,052	−1,704	TRIM
473	RoundAngle Advisors LLC	$2.6M	36,014	−1,099	TRIM
474	Great Diamond Partners, LLC	$2.6M	35,702	+832	ADD
475	North Dakota State Investment Board	$2.6M	35,281	−6,485	TRIM
476	Choate Investment Advisors	$2.5M	34,914	+163	ADD
477	Adams Asset Advisors, LLC	$2.5M	34,884	0	NO CHANGE
478	Havemeyer Place LP	$2.5M	34,677	+11,726	ADD
479	CITIZENS FINANCIAL GROUP INC/RI	$2.5M	34,594	−3,657	TRIM
480	SIERRA SUMMIT ADVISORS LLC	$2.5M	34,433	+562	ADD
481	QUADRANT CAPITAL GROUP LLC	$2.5M	34,280	+842	ADD
482	Apollon Wealth Management, LLC	$2.5M	34,091	−1,419	TRIM
483	LITTLE HOUSE CAPITAL LLC	$2.5M	33,897	+1,883	ADD
484	Carnegie Lake Advisors LLC	$2.5M	33,750	0	NO CHANGE
485	MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV	$2.4M	33,353	−881	TRIM
486	ABC ARBITRAGE SA	$2.4M	33,162	−1,653	TRIM
487	SECURIAN ASSET MANAGEMENT, INC	$2.4M	33,107	−100	TRIM
488	BURNEY CO/	$2.4M	33,030	−12,496	TRIM
489	Genesee Capital Advisors, LLC	$2.4M	32,935	−2,422	TRIM
490	Meiji Yasuda Life Insurance Co	$2.4M	32,794	+1,330	ADD
491	Parcion Private Wealth LLC	$2.4M	32,579	+146	ADD
492	AXQ CAPITAL, LP	$2.4M	32,388	+32,388	NEW
493	Torrey Growth & Income Advisors	$2.4M	32,343	−7,874	TRIM
494	Stablepoint Partners, LLC	$2.3M	32,140	−106	TRIM
495	SIGNATUREFD, LLC	$2.3M	31,693	+1,814	ADD
496	Savant Capital, LLC	$2.3M	31,682	+3,789	ADD
497	Legacy Advisors, LLC	$2.3M	31,652	−5,130	TRIM
498	Banque Transatlantique SA	$2.3M	31,448	+31,448	NEW
499	Hartford Financial Management Inc.	$2.3M	31,374	−2,313	TRIM
500	SHARPEPOINT LLC	$2.3M	31,240	−427	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · WMB

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $16K–$65K
Sellers: 1 Alan Armstrong R–OK $5.3M–$25.5M

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $5.3M held
Trimming: 3 Tudor Investment Corp, Bridgewater Associates, Moore Capital Management $28.1M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · WILLIAMS COS INC

Merged timeline of congressional filings and notable-manager moves on WMB
Date	Who	Change	Size
2026-09-17	Alan Armstrong Congress	BUY	$15K–$50K
2026-09-17	Alan Armstrong Congress	BUY	$1K–$15K
2026-07-21	Alan Armstrong Congress	SELL	$5M–$25M
2026-07-21	Alan Armstrong Congress	SELL	$250K–$500K
2026-05-15	Gotham Asset Management 13F	ADD	+19,662 sh
2026-05-15	Tudor Investment Corp 13F	TRIM	−102,070 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−7,781 sh
2026-05-15	Moore Capital Management 13F	EXIT	−444,566 sh

8 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

24 members of Congress disclosed WMB — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).