Western Midstream Partners, LP
WES- Exchange
- NYSE
- Industry
- Natural Gas Transmission
- SEC CIK
- 0001423902
In the last 90 days, Western Midstream Partners, LP insiders filed 1 open-market purchase and 0 sales; 372 institutions reported holding it in 13F filings for Q2 2026, worth $7.79B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Western Midstream Partners, LP as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 196
- +8 vs. Q3 2023
- Shares held
- 163.2M
- −859.7K (−0.5%) vs. Q3 2023
- Total value
- $4.78B
- +$307.9M (+6.9%) vs. Q3 2023
- New holders
- 27
- 64 more added
- Sold out
- 19
- 50 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WES on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 372 | $7.79B |
| Q1 2026 | 346 | $6.79B |
| Q4 2025 | 329 | $6.44B |
| Q3 2025 | 288 | $5.87B |
| Q2 2025 | 281 | $5.50B |
| Q1 2025 | 280 | $6.22B |
| Q4 2024 | 274 | $6.03B |
| Q3 2024 | 273 | $6.01B |
| Q2 2024 | 254 | $5.97B |
| Q1 2024 | 216 | $5.47B |
| Q4 2023 | 196 | $4.78B |
| Q3 2023 | 191 | $4.47B |
| Q2 2023 | 185 | $4.30B |
| Q1 2023 | 193 | $4.44B |
| Q4 2022 | 201 | $4.34B |
| Q3 2022 | 193 | $4.12B |
| Q2 2022 | 195 | $4.09B |
| Q1 2022 | 188 | $3.63B |
| Q4 2021 | 195 | $3.73B |
| Q3 2021 | 184 | $3.49B |
| Q2 2021 | 185 | $3.66B |
| Q1 2021 | 178 | $3.10B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Western Midstream Partners, LP; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 16 | $468 | 0.00% | −20−55.6% | Reduced |
| New Millennium Group LLC | 23 | $678 | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 48 | $1.40K | 0.00% | +48 | New |
| Glen Eagle Advisors, LLC | 100 | $2.93K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 100 | $2.93K | 0.00% | +100 | New |
| Geneos Wealth Management Inc. | 153 | $4.48K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 161 | $4.71K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $8.78K | 0.00% | −279−48.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 306 | $8.96K | 0.00% | +6+2.0% | Added |
| Cutler Group LP | 384 | $11.0K | 0.00% | +384 | New |
| Advisory Services Network, LLC | 431 | $12.6K | 0.00% | +431 | New |
| GPS Wealth Strategies Group, LLC | 635 | $18.6K | 0.00% | +13+2.1% | Added |
| Fifth Third Bancorp | 709 | $20.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 793 | $23.2K | 0.00% | +6+0.8% | Added |
| American National Bank | 885 | $25.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 900 | $26.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,033 | $28.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,121 | $32.8K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,135 | $33.2K | 0.01% | +15+1.3% | Added |
| Quadrant Capital Group LLC | 1,246 | $36.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,352 | $37.0K | 0.00% | +144+11.9% | Added |
| State of Wyoming | 1,290 | $37.7K | 0.01% | −1,355−51.2% | Reduced |
| MCF Advisors LLC | 1,300 | $38.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,459 | $42.7K | 0.03% | +1,459 | New |
| Allworth Financial LP | 1,500 | $43.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,566 | $45.8K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,753 | $51.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,750 | $51.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,781 | $52.1K | 0.01% | +36+2.1% | Added |
| The PNC Financial Services Group, Inc. | 1,908 | $55.8K | 0.00% | −6,010−75.9% | Reduced |
| Umb Bank N A | 2,513 | $73.5K | 0.00% | +2,513 | New |
| Proequities, Inc. | 2,637 | $77.2K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 2,734 | $80.0K | 0.02% | +2,734 | New |
| First Horizon Advisors, Inc. | 3,882 | $113.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,891 | $113.9K | 0.02% | −179−4.4% | Reduced |
| Central Trust Co | 4,205 | $123.0K | 0.00% | +3,525+518.4% | Added |
| IFP Advisors, Inc | 4,300 | $125.8K | 0.01% | +348+8.8% | Added |
| Principal Securities, Inc. | 4,829 | $141.3K | 0.01% | +4,829 | New |
| US Bancorp | 5,945 | $174.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,915 | $202.3K | 0.01% | +6,915 | New |
| Summit Trail Advisors, LLC | 7,096 | $207.6K | 0.01% | +7,096 | New |
| Vivaldi Asset Management, LLC | 7,446 | $217.9K | 0.02% | +7,446 | New |
| Investors Asset Management of Georgia Inc | 7,465 | $218.4K | 0.11% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 7,500 | $219.4K | 0.00% | −1,500−16.7% | Reduced |
| Geode Capital Management, LLC | 7,787 | $227.8K | 0.00% | −12−0.2% | Reduced |
| Cadent Capital Advisors, LLC | 8,110 | $237.3K | 0.12% | +73+0.9% | Added |
| Bank of New York Mellon Corp | 8,283 | $242.4K | 0.00% | +350+4.4% | Added |
| Nuveen Asset Management, LLC | 8,333 | $243.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 8,433 | $246.8K | 0.00% | −899−9.6% | Reduced |
| Snowden Capital Advisors LLC | 8,433 | $246.8K | 0.01% | +8,433 | New |
| Peapack Gladstone Financial Corp | 8,482 | $248.0K | 0.00% | +8,482 | New |
| B&D White Capital Company, LLC | 8,829 | $258.3K | 0.08% | 00.0% | Unchanged |
| Belfer Management LLC | 9,539 | $279.1K | 5.90% | 00.0% | Unchanged |
| Comerica Bank | 9,849 | $288.2K | 0.00% | −4,992−33.6% | Reduced |
| CFM Wealth Partners LLC | 9,878 | $289.0K | 0.07% | +9,878 | New |
| FirstPurpose Wealth LLC | 9,976 | $291.9K | 0.11% | +38+0.4% | Added |
| Green Square Capital Advisors LLC | 10,121 | $296.1K | 0.04% | 00.0% | Unchanged |
| Blair William & Co | 10,234 | $299.5K | 0.00% | +66+0.6% | Added |
| Ziegler Capital Management, LLC | 10,340 | $302.5K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 11,227 | $328.5K | 0.03% | +11,227 | New |
| Linscomb & Williams, Inc. | 11,550 | $338.0K | 0.02% | 00.0% | Unchanged |
| SL Advisors, LLC | 11,694 | $342.2K | 0.74% | −917−7.3% | Reduced |
| Banco Santander, S.A. | 12,134 | $355.0K | 0.00% | +12,134 | New |
| Janney Montgomery Scott LLC | 12,278 | $359.0K | 0.00% | +12,278 | New |
| Moody National Bank Trust Division | 12,577 | $368.0K | 0.03% | −11,257−47.2% | Reduced |
| Bollard Group LLC | 12,618 | $369.0K | 0.01% | +258+2.1% | Added |
| Wealth Alliance | 12,848 | $375.9K | 0.05% | +458+3.7% | Added |
| Baldwin Brothers Inc | 13,388 | $391.7K | 0.03% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 13,483 | $394.5K | 0.24% | +13,483 | New |
| Fayez Sarofim & Co | 14,704 | $416.4K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 14,700 | $430.1K | 0.32% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 14,738 | $431.2K | 0.03% | +14,738 | New |
| Wealth Enhancement Advisory Services, LLC | 14,774 | $432.3K | 0.00% | −66−0.4% | Reduced |
| Independent Financial Group, LLC | 15,018 | $439.4K | 0.02% | +100+0.7% | Added |
| Axxcess Wealth Management, LLC | 15,300 | $447.7K | 0.01% | +3,174+26.2% | Added |
| Advisor Group Holdings, Inc. | 15,946 | $466.6K | 0.00% | +609+4.0% | Added |
| Jump Financial, LLC | 16,500 | $482.8K | 0.02% | +16,500 | New |
| Rockwood Wealth Management, LLC | 16,713 | $489.0K | 0.07% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 17,309 | $506.5K | 0.00% | +611+3.7% | Added |
| Citadel Advisors LLC | 17,413 | $509.5K | 0.00% | −175,086−91.0% | Reduced |
| ProShare Advisors LLC | 17,915 | $524.2K | 0.00% | +594+3.4% | Added |
| Donoghue Forlines LLC | 18,509 | $541.6K | 0.17% | −592−3.1% | Reduced |
| Oxinas Partners Wealth Management LLC | 19,340 | $565.9K | 0.40% | 00.0% | Unchanged |
| FORA Capital, LLC | 21,365 | $625.1K | 0.05% | +21,365 | New |
| CI Private Wealth, LLC | 21,889 | $640.5K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 23,496 | $687.5K | 0.00% | +109+0.5% | Added |
| Cullen/Frost Bankers, Inc. | 24,756 | $724.4K | 0.01% | 00.0% | Unchanged |
| American Financial Group Inc | 25,000 | $732.0K | 0.27% | +1,000+4.2% | Added |
| Apollon Wealth Management, LLC | 25,633 | $750.0K | 0.03% | +2,664+11.6% | Added |
| D.A. Davidson & Co. | 25,901 | $757.9K | 0.01% | −198−0.8% | Reduced |
| Chicago Partners Investment Group LLC | 26,576 | $769.9K | 0.04% | +213+0.8% | Added |
| Northern Trust Corp | 26,503 | $775.5K | 0.00% | +1,293+5.1% | Added |
| London & Capital Asset Management Ltd | 27,000 | $790.0K | 0.07% | 00.0% | Unchanged |
| Citigroup Inc | 29,066 | $850.5K | 0.00% | +1,467+5.3% | Added |
| Fort Washington Investment Advisors Inc | 30,165 | $882.6K | 0.01% | +15,309+103.0% | Added |
| Ieq Capital, LLC | 30,912 | $904.5K | 0.02% | +834+2.8% | Added |
| Requisite Capital Management, LLC | 33,235 | $972.5K | 0.25% | −1,898−5.4% | Reduced |
| Pathstone Holdings, LLC | 33,341 | $975.6K | 0.01% | +33,341 | New |
| National Asset Management, Inc. | 33,555 | $981.8K | 0.03% | −554−1.6% | Reduced |