Heritage Family Offices »

Williams Companies shares owned by Heritage Family Offices

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in Williams Companies

Tip: Access up to 7 years of quarterly data

All positions including Williams Companies held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Williams Companies by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2025-12-31 $913k 15k 60.11

More positions owned by Heritage Family Offices

Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Jpmorgan Usd Emg (EMB)
Xpel (XPEL)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
Wells Fargo & Company (WFC)
Amphenol Corp Cl A (APH)
Kla Corp Com New (KLAC)

View all positions for Heritage Family Offices

Top funds holding Williams Companies

Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Geode Capital Management
Jpmorgan Chase & Co
Deutsche Bank Aktiengesellschaft
Blackstone Group
ClearBridge Advisors
Royal Bank of Canada
Invesco
Northern Trust
Neuberger Berman Group
Tortoise Capital Advisors
Legal & General Group

View all funds holding Williams Companies