WES · Company research
Western Midstream Partners, LP (WES): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25690 | 1124194 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Capital Advisors, Ltd. LLC | 1597878 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47 | 2 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 747937 | 32729 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1333 | 58332 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6620 | 289691 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Recurrent Investment Advisors LLC | 1803146 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1133291 | 49592814 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Brookfield Corp /ON/ | 1001085 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 731378 | 32005118 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85150 | 3726164 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| IHT Wealth Management, LLC | 1697490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8833 | 386539 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 954 | 41763 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 249581 | 10921665 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 585 | 25600 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ARDSLEY ADVISORY PARTNERS LP | 900529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25000 | 1094000 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3338 | 143578 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32253 | 1411370 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FIDUCIARY FINANCIAL GROUP, LLC | 1925420 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11042 | 483197 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| NAVELLIER & ASSOCIATES INC | 872163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18111 | 792537 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Venture Visionary Partners LLC | 1792283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6500 | 284440 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Concurrent Investment Advisors, LLC | 2001015 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16811 | 735656 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| CHILTON CAPITAL MANAGEMENT LLC | 1056859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36919 | 1615576 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| DIVIDEND ASSETS CAPITAL, LLC | 1365167 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59492 | 2603355 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Allied Private Wealth LLC | 2132253 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 213 | 9661 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Arista Wealth Management, LLC | 1964758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6300 | 275688 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1800 | 78768 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| VestGen Advisors, LLC | 2050130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16981 | 743095 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13745 | 601453 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HOWARD FINANCIAL SERVICES, LTD. | 1768130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11401 | 498928 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 1056823 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 172227 | 7536654 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Osbon Capital Management LLC | 1784418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 218 | 9539 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11820 | 517243 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DRW Securities, LLC | 1481986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8024 | 351130 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 520020 | 22756076 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IMC-Chicago, LLC | 1452861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 238400 | 10432384 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 1280965 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6440656 | 281843107 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4530 | 198233 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 110559 | 4838062 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| WHALEROCK POINT PARTNERS, LLC | 1389709 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10600 | 463856 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Axiom Investment Management LLC | 1513703 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 13128 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Kercheville Advisors, LLC | 1890748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22000 | 962720 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Collaborative Capital Advisors LLC | 2097223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9620 | 420971 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cedar Mountain Advisors, LLC | 1798986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2221 | 97193 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Pinnacle Holdings, LLC | 1411784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67846 | 2968941 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EXCHANGE TRADED CONCEPTS, LLC | 1457320 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 224453 | 9822063 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| BLAIR WILLIAM & CO/IL | 902367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16335 | 714832 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Summit Financial, LLC | 1765536 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94579 | 4138791 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ELCO Management Co., LLC | 1690717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49437 | 2163363 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BRADLEY FOSTER & SARGENT INC/CT | 1015086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5993 | 262254 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Chicago Partners Investment Group LLC | 1563525 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27700 | 1327677 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| NOVEM GROUP | 1926783 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15843 | 693278 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44300 | 1938568 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NewEdge Wealth, LLC | 1861796 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29500 | 1290920 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2410 | 105464 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ALPS ADVISORS INC | 1376113 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36629600 | 1602911296 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1766904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43655 | 1910343 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Archford Capital Strategies, LLC | 1606609 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5400 | 236304 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| WESPAC Advisors, LLC | 1484540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4887 | 213855 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Arkadios Wealth Advisors | 1800798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4672 | 204432 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 191 | 8358 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 202996 | 8883131 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 949615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3248317 | 142146352 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LANARK FINANCIAL, INC. | 791540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 798 | 34942 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21080 | 922461 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Providence Capital Advisors, LLC | 1730814 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109 | 4761 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CVFG LLC | 2050974 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21630 | 946529 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| INDEPENDENT FINANCIAL GROUP, LLC | 275484 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34393 | 1505029 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| HB Wealth Management, LLC | 1911253 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8840 | 386843 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65487 | 2865711 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Capital Analysts, LLC | 1624758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 578 | 25 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21807 | 973030 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Prospera Financial Services Inc | 1541625 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11420 | 499755 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Stratos Wealth Partners, LTD. | 1612865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17086 | 747690 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CFM WEALTH PARTNERS LLC | 1801097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49883 | 2182880 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Westend Capital Management, LLC | 1331997 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 107 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14 | 613 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Abel Hall, LLC | 2013339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25188 | 1102227 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| FARMERS & MERCHANTS INVESTMENTS INC | 1259969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1566 | 68528 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39236 | 1716967 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38676 | 1692479 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Empowered Funds, LLC | 1592828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 330016 | 14441500 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7825119 | 342427210 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.