WES · Western Midstream Partners, LP

$48.30 +0.49 (+1.02%) At close · Aug 28

Market Cap

$19.02B

393.78M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 370

Total Value: $7,869,418,448

Total Shares: 179,851,484

Showing 1–100 of 377 holdings by value · page 1 of 4

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 370 13F filers · Δ vs Mar 31, 2026

Top Holder

20.4%

−2.7 pts

Top 5

56.2%

+3.0 pts

Top 10

73.2%

+2.6 pts

HHI

870

Broadly held−38

Quarterly Activity

vs Mar 31, 2026

New

Increased

115

Decreased

Sold Out

Unchanged

110

Holder count: +20

Institutional value: +14.1%

Shares held: +7.4%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega MORGAN STANLEY	+16,680,538	21,230,903
Large Blackstone Inc.	+1,612,098	10,367,520
Mega CITADEL ADVISORS LLC	+385,238	879,174
Large HRT FINANCIAL LP	+344,624	747,937
Mega BARCLAYS PLC	+274,140	1,336,050

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid TORTOISE CAPITAL ADVISORS, L.L.C.	−2,273,474	6,506,154
Large ALPS ADVISORS INC	−2,007,754	36,629,600
Mega JPMORGAN CHASE & CO	−509,936	980,558
Large CIBC Bancorp USA Inc.	−426,970	645,168
Mid CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	−417,000	1,259,900

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega BANK OF MONTREAL /CAN/	139,447	$6,102,200
Large Treasurer of the State of North Carolina	135,028	$5,908,825
Small Hartree Partners, LP	66,000	$2,888,160
Small ARDSLEY ADVISORY PARTNERS LP	25,000	$1,094,000
Large Janney Montgomery Scott LLC	23,052	$1,008,755

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large PEAK6 LLC	635,300	$26,155,301
Mid U.S. Capital Wealth Advisors, LLC	140,475	$5,783,355
Micro PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE	100,000	$4,117,000
Small Parkside Financial Bank & Trust	65,438	$2,694,082
Small EQUITEC PROPRIETARY MARKETS, LLC	59,600	$2,453,732

Filter: New 48 Increased 115 Reduced 97 Sold out 28 Unchanged 110

Showing 100 of 377

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

ALPS ADVISORS INC

$1,602,911,296

20.37%

36,629,600

Invesco Ltd.

$1,055,592,460

13.41%

24,122,314

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	24,052,314	$1,052,529,260	99.7%	Defined
Invesco Investment Advisers LLC	43,400	$1,899,184	0.2%	Defined
Invesco Capital Management LLC	26,600	$1,164,016	0.1%	Defined

MORGAN STANLEY

$929,064,310

11.81%

21,230,903

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	74	$3,238	0.0%	Defined
MORGAN STANLEY & CO. LLC	731,809	$32,023,961	3.4%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	1	$43	0.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	765,831	$33,512,763	3.6%	Defined
Morgan Stanley Strategic Investments, Inc	4,429,128	$193,818,641	20.9%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	4,704	$205,846	0.0%	Defined
Held directly	15,299,356	$669,499,818	72.1%	Defined

Blackstone Inc.

$453,682,675

5.77%

10,367,520

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Harvest Fund Advisors LLC	10,367,520	$453,682,675	100.0%	Other

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$377,979,975

4.80%

8,637,568

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	8,637,568	$377,979,975	100.0%	Defined

GOLDMAN SACHS GROUP INC

$373,165,980

4.74%

8,527,559

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	688,668	$30,136,111	8.1%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	7,825,119	$342,427,207	91.8%	Defined
Goldman Sachs Trust Company, N.A.	13,772	$602,662	0.2%	Defined

TORTOISE CAPITAL ADVISORS, L.L.C.

$284,709,298

3.62%

6,506,154

NEUBERGER BERMAN GROUP LLC

$270,890,547

3.44%

6,190,369

CHICKASAW CAPITAL MANAGEMENT LLC

$241,014,939

3.06%

5,507,654

KAYNE ANDERSON CAPITAL ADVISORS LP

$171,897,899

2.18%

3,928,197

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
KA Fund Advisors LLC	3,248,317	$142,146,351	82.7%	Sole
Held directly	679,880	$29,751,548	17.3%	Sole

UBS Group AG

$156,113,011

1.98%

3,567,482

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	2,538,219	$111,072,463	71.1%	Defined
UBS AG	1,029,263	$45,040,548	28.9%	Defined

Clearbridge Investments, LLC

$118,648,369

1.51%

2,711,343

WESTWOOD HOLDINGS GROUP INC

$95,536,306

1.21%

2,183,188

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WESTWOOD MANAGEMENT CORP /TX joint	2,183,188	$95,536,306	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$87,205,671

1.11%

1,992,817

MILLER HOWARD INVESTMENTS INC /NY

$72,157,701

0.92%

1,648,942

ING GROEP NV

$69,469,000

0.88%

1,587,500

Fractal Investments LLC

$66,718,508

0.85%

1,524,646

BANK OF AMERICA CORP /DE/

$59,802,502

0.76%

1,366,602

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	520,020	$22,756,075	38.1%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	519,436	$22,730,519	38.0%	Defined
BOFA SECURITIES, INC.	327,146	$14,315,908	23.9%	Defined

BARCLAYS PLC

$58,465,547

0.74%

1,336,050

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	1,336,039	$58,465,066	100.0%	Defined
BARCLAYS CAPITAL SECURITIES LTD	11	$481	0.0%	Defined

BERKLEY W R CORP

$55,442,607

0.70%

1,266,970

CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT

$55,133,224

0.70%

1,259,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	1,259,900	$55,133,224	100.0%	Sole

INFRASTRUCTURE CAPITAL ADVISORS, LLC

$53,263,884

0.68%

1,217,182

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtus Investment Advisers, LLC	1,217,182	$53,263,884	100.0%	Other

Recurrent Investment Advisors LLC

$49,592,814

0.63%

1,133,291

EAGLE GLOBAL ADVISORS LLC

$45,572,539

0.58%

1,041,420

JPMORGAN CHASE & CO

$42,909,215

0.55%

980,558

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Investment Management Inc.	9,548	$417,820	1.0%	Defined
J.P. Morgan Securities LLC	970,462	$42,467,416	99.0%	Defined
55I, LLC	497	$21,748	0.1%	Other
J.P. Morgan Markets Ltd	51	$2,231	0.0%	Defined

STIFEL FINANCIAL CORP

$42,708,665

0.54%

975,975

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	125,381	$5,486,672	12.8%	Defined
1919 Investment Counsel, LLC	845,000	$36,977,200	86.6%	Defined
Stifel Trust Co Delaware, N.A.	5,594	$244,793	0.6%	Defined

LONGFELLOW INVESTMENT MANAGEMENT CO LLC

$40,019,614

0.51%

914,525

WELLS FARGO & COMPANY/MN

$37,732,233

0.48%

862,254

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	535,473	$23,432,298	62.1%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	39,903	$1,746,155	4.6%	Defined
WELLS FARGO CLEARING SERVICES, LLC	286,861	$12,553,037	33.3%	Defined
Wells Fargo Securities, LLC	1	$43	0.0%	Defined
WELLS FARGO INVESTMENT INSTITUTE, INC.	16	$700	0.0%	Defined

FIRST TRUST ADVISORS LP

$33,133,802

0.42%

757,171

HRT FINANCIAL LP

$32,729,723

0.42%

747,937

BROOKFIELD Corp /ON/

$32,005,101

0.41%

731,378

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brookfield Public Securities Group LLC	731,378	$32,005,101	100.0%	Defined

NATIXIS

$28,776,576

0.37%

657,600

CIBC Bancorp USA Inc.

$28,232,551

0.36%

645,168

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CIBC Private Wealth Advisors, Inc.	582,183	$25,476,328	90.2%	Defined
CIBC National Trust Co	62,985	$2,756,223	9.8%	Defined

Texas Yale Capital Corp.

$27,923,080

0.35%

638,096

JANE STREET GROUP, LLC

$27,538,168

0.35%

629,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	629,300	$27,538,168	100.0%	Defined

RAYMOND JAMES FINANCIAL INC

$24,775,467

0.31%

566,167

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	103,716	$4,538,612	18.3%	Defined
Raymond James Financial Services Advisors, Inc.	462,451	$20,236,855	81.7%	Defined

Allianz Asset Management GmbH

$19,406,991

0.25%

443,487

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Pacific Investment Management Company LLC	443,487	$19,406,991	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$19,057,480

0.24%

435,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	435,500	$19,057,480	100.0%	Other

Catalyst Capital Advisors LLC

$17,806,469

0.23%

406,912

Terril Brothers, Inc.

$17,633,923

0.22%

402,969

Adams Asset Advisors, LLC

$16,402,254

0.21%

374,823

CITADEL ADVISORS LLC

$16,366,240

0.21%

374,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	374,000	$16,366,240	100.0%	Defined

Empowered Funds, LLC

$15,872,452

0.20%

362,716

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Militia Investments, LLC	330,016	$14,441,500	91.0%	Other
Held directly	32,700	$1,430,952	9.0%	Sole

RR Advisors, LLC

$15,583,942

0.20%

356,123

Empirical Finance, LLC

$14,441,500

0.18%

330,016

LPL Financial LLC

$14,250,706

0.18%

325,656

JENNISON ASSOCIATES LLC

$13,712,939

0.17%

313,367

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Prudential Financial Inc	313,367	$13,712,939	100.0%	Defined

CITADEL ADVISORS LLC

$13,315,030

0.17%

304,274

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	304,274	$13,315,030	100.0%	Defined

Knollwood Investment Advisory, LLC

$13,173,160

0.17%

301,032

Susquehanna Portfolio Strategies, LLC

$12,595,222

0.16%

287,825

Sovereign Investment Advisors, LLC

$12,011,201

0.15%

274,479

Slotnik Capital, LLC

$11,491,988

0.15%

262,614

Waverly Advisors, LLC

$10,978,027

0.14%

250,869

VICTORY CAPITAL MANAGEMENT INC

$10,921,664

0.14%

249,581

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$10,362,368

0.13%

236,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	236,800	$10,362,368	100.0%	Other

Advisors Asset Management, Inc.

$10,189,078

0.13%

232,840

EXCHANGE TRADED CONCEPTS, LLC

$9,822,063

0.12%

224,453

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORTOISE CAPITAL ADVISORS, L.L.C.	224,453	$9,822,063	100.0%	Other

Maryland State Retirement & Pension System

$9,463,143

0.12%

216,251

STEPHENS INC /AR/

$9,411,288

0.12%

215,066

ROYAL BANK OF CANADA

$9,063,920

0.12%

207,128

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	202,880	$8,878,028	97.9%	Defined
RBC Trust Co (Delaware) Ltd	1,500	$65,640	0.7%	Defined
RBC Rochdale, LLC	2,748	$120,252	1.3%	Defined

Heronetta Management, L.P.

$9,030,357

0.11%

206,361

Arax Advisory Partners

$8,883,104

0.11%

202,996

CITADEL ADVISORS LLC

$8,791,384

0.11%

200,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	200,900	$8,791,384	100.0%	Defined

Militia Capital Management LLC

$8,762,940

0.11%

200,250

CITIGROUP INC

$7,684,080

0.10%

175,596

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	1,217	$53,255	0.7%	Defined
Citigroup Financial Products Inc. joint	174,379	$7,630,825	99.3%	Defined

Ellsworth Advisors, LLC

$7,545,493

0.10%

172,429

HORIZON KINETICS ASSET MANAGEMENT LLC

$7,536,653

0.10%

172,227

Americana Partners, LLC

$7,056,081

0.09%

161,245

EVERGREEN CAPITAL MANAGEMENT LLC

$6,820,739

0.09%

155,867

Sanctuary Advisors, LLC

$6,312,292

0.08%

144,248

BANK OF MONTREAL /CAN/

$6,102,200

0.08%

139,447

Mariner, LLC

$5,996,957

0.08%

137,042

Treasurer of the State of North Carolina

$5,908,825

0.08%

135,028

Rockefeller Capital Management L.P.

$5,869,003

0.07%

134,118

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER & CO. LLC	4,783	$209,304	3.6%	Defined
ROCKEFELLER FINANCIAL LLC	129,335	$5,659,699	96.4%	Defined

CIBC WORLD MARKET INC.

$5,806,952

0.07%

132,700

Cresset Asset Management, LLC

$5,769,099

0.07%

131,835

JANE STREET GROUP, LLC

$5,693,176

0.07%

130,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	130,100	$5,693,176	100.0%	Defined

ENVESTNET ASSET MANAGEMENT INC

$4,838,061

0.06%

110,559

HENNESSY ADVISORS INC

$4,824,977

0.06%

110,260

Lavaca Capital LLC

$4,726,080

0.06%

108,000

Cetera Investment Advisers

$4,351,188

0.06%

99,433

HighTower Advisors, LLC

$4,301,345

0.05%

98,294

Summit Financial, LLC

$4,138,777

0.05%

94,579

GLENMEDE TRUST CO NA

$3,740,648

0.05%

85,481

SPIRIT OF AMERICA MANAGEMENT CORP/NY

$3,726,164

0.05%

85,150

Pathstone Holdings, LLC

$3,635,493

0.05%

83,078

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

$3,449,119

0.04%

78,819

D.A. DAVIDSON & CO.

$3,253,074

0.04%

74,339

MAI Capital Management

$3,220,166

0.04%

73,587

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EVOKE WEALTH, LLC	24,169	$1,057,635	32.8%	Defined
Held directly	49,418	$2,162,531	67.2%	Sole

Pekin Hardy Strauss, Inc.

$3,201,306

0.04%

73,156

NewEdge Advisors, LLC

$3,149,713

0.04%

71,977

GraniteShares Advisors LLC

$3,082,279

0.04%

70,436

Hartree Partners, LP

$2,888,160

0.04%

66,000

BlackRock, Inc.

$2,873,062

0.04%

65,655

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	7	$306	0.0%	Sole
BLACKROCK ADVISORS LLC	65,487	$2,865,711	99.7%	Sole
Aperio Group, LLC	99	$4,332	0.2%	Sole
SpiderRock Advisors, LLC	62	$2,713	0.1%	Sole

VAN ECK ASSOCIATES CORP

$2,765,150

0.04%

63,189

Kestra Advisory Services, LLC

$2,689,052

0.03%

61,450

DIVIDEND ASSETS CAPITAL, LLC

$2,603,369

0.03%

59,492

HUB Investment Partners, LLC

$2,591,423

0.03%

59,219

TRUIST FINANCIAL CORP

$2,422,990

0.03%

55,370

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TRUIST BANK /NC/	31,431	$1,375,420	56.8%	Defined
Truist Advisory Services, Inc.	23,939	$1,047,570	43.2%	Defined

Cambridge Investment Research Advisors, Inc.

$2,399,710

0.03%

54,838

Key facts CIK 1423902 CUSIP 958669103 13F (30d) 259 filings 240 filers Visit website Investor relations