What smart money is saying about Williams Companies
4 funds in our archive have pitched Williams Companies — most recently Malborough Global Essential Infrastructure in September 2026.
The Williams Companies, Inc., alongside its subsidiaries, operates as a prominent energy infrastructure entity, primarily conducting business throughout the United States. The company’s operations are organized into four key segments: Transmission & Gulf of Mexico, Northeast G&P, West, and Gas & NGL Marketing Services. The Transmission & Gulf of Mexico division manages crucial natural gas pipelines such as Transco and Northwest, in addition to natural gas gathering and processing, and crude oil production handling and transportation assets situated in the Gulf Coast. This segment also oversees various petrochemical and feedstock pipelines. Focusing on midstream activities, the Northeast G&P segment handles gathering, processing, and fractionation within the Marcellus Shale region, predominantly in Pennsylvania and New York, and the Utica Shale region of eastern Ohio. The West segment delivers gas gathering, processing, and treating services across the Rocky Mountain areas of Colorado and Wyoming, the Barnett Shale in north-central Texas, the Eagle Ford Shale in South Texas, the Haynesville Shale in northwest Louisiana, and the expansive Mid-Continent region (including the Anadarko, Arkoma, and Permian basins). This segment also operates natural gas liquid (NGL) fractionation and storage facilities located near Conway in central Kansas. The Gas & NGL Marketing Services segment provides comprehensive wholesale marketing, trading, storage, and transportation of natural gas to utilities, municipalities, power generators, and producers, while also offering risk and asset management and NGL marketing services. The company possesses and operates an extensive network, including 30,000 miles of pipelines, 29 processing facilities, 7 fractionation facilities, and an approximate NGL storage capacity of 23 million barrels. The Williams Companies, Inc. was established in 1908 and maintains its headquarters in Tulsa, Oklahoma.
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Position history
Between Q1 2025 and Q3 2026, 10 fund letters reported a position in Williams Companies — 3 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 7 | 3 | 0 | 3 |
| Q2 2026 | 3 | 0 | 0 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 10 positions · 3 moves
- September 2026
“North American energy infrastructure companies gained 2%. Cheniere rose 11% after strong second- quarter results and raised full-year EBITDA and distributable cash flow guidance. ONEOK (+7%) and Williams (+5%) rounded out the top three.”
Williams Companies - New positionArtisan Partners Non-U.S. Growth StrategySeptember 2026
“In electrification, we added The Williams Companies and Enbridge.”
Williams Companies - New positionArtisan Partners Global Equity StrategySeptember 2026
“In electrification, we added The Williams Companies, a US midstream energy business whose approximately 32,000-mile pipeline network handles about one-third of the country’s natural gas consumption.”
Williams Companies - September 2026
“In electrification, we added The Williams Companies, a US midstream energy business whose approximately 32,000-mile pipeline network handles about one-third of the country’s natural gas consumption.”
Williams Companies - 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 - HoldsKayne Anderson Energy Infrastructure Fund, Inc.August 2026
“Consolidation remains a dominant theme within energy infrastructure, predominantly through the acquisition of privately held midstream companies by their publicly traded peers. Recent examples include Williams’ (WMB) acquisition of Momentum Midstream, Enbridge’s (ENB) acquisition of Salt Creek Midstream’s crude oil gathering assets”
Williams Companies - July 2026
“The portfolio contains four midstream holdings, Enbridge, Kinder Morgan, Williams Cos and TC Energy.”
Williams Companies - June 2026
“The portfolio contains four midstream holdings, Enbridge, Kinder Morgan, Williams Cos and TC Energy.”
Williams Companies - HoldsGuinnessJune 2026
“The portfolio contains four midstream holdings, Enbridge, Kinder Morgan, Williams Cos and TC Energy.”
Williams Companies - 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
Also mentioned · 2
These funds discuss Williams Companies — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedKayne Anderson Energy Infrastructure Fund, Inc. (KYN)September 2026
“Recent examples include Williams’ (WMB) acquisition of Momentum Midstream, Enbridge’s (ENB) acquisition of Salt Creek Midstream’s crude oil gathering assets and ONEOK’s (OKE) acquisition of Brazos Midstream’s gas gathering and processing assets.”
Williams Companies - 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
Fund coverage · 4 theses
- Malborough Global Essential InfrastructureSeptember 2026
Williams Companies is using private capital partnerships to fund growth while preserving operational control and long-term upside for public shareholders.
Read the full thesis - Artisan Partners Global Equity StrategySeptember 2026
The Williams Companies is a US midstream energy business with extensive pipeline infrastructure and growth opportunities from expanding gas demand and data centers.
Read the full thesis - Artisan Partners Non-U.S. Growth StrategySeptember 2026
The Williams Companies is a US midstream pipeline operator with growth from LNG export demand, network scale, and data-center power generation.
Read the full 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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