What smart money is saying about Williams Companies, Inc.
1 fund in our archive has pitched Williams Companies, Inc. — most recently Artisan Global Opportunities Strategy in March 2025.
The Williams Companies, Inc., together with its subsidiaries, operates as an energy infrastructure company primarily in the United States. It operates through Transmission & Gulf of Mexico, Northeast G&P, West, and Gas & NGL Marketing Services segments. The Transmission & Gulf of Mexico segment comprises Transco and Northwest natural gas pipelines; and natural gas gathering and processing, and crude oil production handling and transportation assets in the Gulf Coast region, as well as various petrochemical and feedstock pipelines. The Northeast G&P segment engages in the midstream gathering, processing, and fractionation activities in the Marcellus Shale region primarily in Pennsylvania and New York, and the Utica Shale region of eastern Ohio. The West segment comprises gas gathering, processing, and treating operations in the Rocky Mountain region of Colorado and Wyoming, the Barnett Shale region of north-central Texas, the Eagle Ford Shale region of South Texas, the Haynesville Shale region of northwest Louisiana, and the Mid-Continent region, which includes the Anadarko, Arkoma, and Permian basins; and operates natural gas liquid (NGL) fractionation and storage facilities in central Kansas near Conway. The Gas & NGL Marketing Services segment provides wholesale marketing, trading, storage, and transportation of natural gas for natural gas utilities, municipalities, power generators, and producers; risk and asset management; and NGL marketing services. The company owns and operates 30,000 miles of pipelines, 29 processing facilities, 7 fractionation facilities, and approximately 23 million barrels of NGL storage capacity. The Williams Companies, Inc. was founded in 1908 and is headquartered in Tulsa, Oklahoma.
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Position history
Between Q1 2025 and Q3 2026, 5 fund letters reported a position in Williams Companies, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q2 2026 | 3 | 0 | 0 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 5 positions
- August 2026
“The main index of oil and gas equities, the MSCI World Energy Index (net return), rose by 12.7% (in USD) in July, while the broader equity market, as measured by the MSCI World Index (net return), rose by 0.5%. Within the Fund, the strongest performers were Equinor, Suncor, Repsol, Cenovus and Valero while the weakest performers were Halliburton, Williams Cos, Enbridge, Kinder Morgan and TC Energy Corp.”
Williams Companies, Inc. - July 2026
“The portfolio contains four midstream holdings, Enbridge, Kinder Morgan, Williams Cos and TC Energy.”
Williams Companies, Inc. - June 2026
“The portfolio contains four midstream holdings, Enbridge, Kinder Morgan, Williams Cos and TC Energy.”
Williams Companies, Inc. - HoldsGuinnessJune 2026
“The portfolio contains four midstream holdings, Enbridge, Kinder Morgan, Williams Cos and TC Energy.”
Williams Companies, Inc. - HoldsMD SASS Concentrated ValueJune 2026
“As of July 15, our five largest positions were Henry Schein (HSIC), Amazon (AMZN), AMETEK (AME), Primo Brands (PRMB), and Williams Companies (WMB), representing 32% of the total portfolio.”
Williams Companies, Inc.
Also mentioned · 1
These funds discuss Williams Companies, Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedHennessy Midstream FundJune 2026
“Recent transactions signal a desire by midstream operators to consolidate key assets positioned near major LNG export hubs. For example, Williams Companies (WMB) is said to be in negotiations to acquire Momentum Midstream specifically to control a natural gas transportation capacity feeding the rapidly growing LNG export facilities along the U.S. gulf coast.”
Williams Companies, Inc.
Fund coverage · 1 thesis
- Artisan Global Opportunities StrategyMarch 2025
Williams is a midstream energy company with a vast gas pipeline network poised for growth due to rising demand, LNG exports, and favorable regulatory changes.
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