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WES · Western Midstream Partners, LP · Holdings

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$44.58 +0.05 (+0.11%) At close · Oct 21
Rebalance outlook locked
Market Cap
$17.61B
Shares
393.78M
Volume · Oct 21 1.32M Avg daily vol (3M) 909.6K

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.

Use institutional holdings through the 13F API or MCP → See every holder of WES: 13F, 13D and 13G, insiders and funds →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 374
Total Value: $7,877,022,022
Total Shares: 180,000,714
Showing 1–100 of 381 holdings by value · page 1 of 4

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 373 13F filers
Top Holder
20.4%
Sep 2023 → Jun 2026 · range 18.0% – 24.1%
of institutional value
Top 5
56.1%
Sep 2023 → Jun 2026 · range 52.5% – 58.1%
of institutional value
Top 10
73.2%
Sep 2023 → Jun 2026 · range 70.6% – 74.2%
of institutional value
HHI
869
Sep 2023 → Jun 2026 · range 775 – 1,036
Broadly held

Who Holds WES

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 373 filers, like-for-like change +8.1%; actively managed books -2.1%; index-like books +118.0%.

Holder type Share Filers Change
Registered adviser 41.4% 228 -5.4%
Adviser 20.8% 8 +5.1%
Bank 5.9% 22 +0.1%
Insurer 0.7% 2 0.0%
Broker-dealer 0.2% 1 +6.2%
Non-US 1.5% 2 -4.5%
Holding company 20.3% 6 +83.0%
Unknown 9.2% 104 -3.2%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 7 holders with no observed 2026-03-31 13F and 7 holders with no observed 2026-06-30 13F.

Conviction and Crowding

372 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
15
4.03% of filers hold it in their top 10
Mar 31, 2026: 15
Holders above 5%
7
median weight 0.017%
Mar 31, 2026: 9
Crowding
7.43%
of shares outstanding, 22nd percentile
Mar 31, 2026: 8.31%
Private-fund advisers
7.02%
of shares outstanding
Institutional ownership
45.2%
73.4% of the estimated free float
Top 10 holders
74.0%
of 13F shares, Herfindahl 0.089
Active holders
-2.1%
like-for-like share change of active filers
5% stakes on record
3
1 13D, 2 13G (2 institutional, 0 passive, 0 exempt)
How long holders have held it value-weighted 21.0 quarters
Under 1 year 3.45% 1 to 3 years 8.92% 3 years or more 87.6% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$31.98
estimated per share
Mar 31, 2026: $31.53
Quarter-end price
$43.75
implied by 13F values
Estimated gain or loss
+36.8%
price against the estimated cost
Estimated at a loss
0.000%
of costed 13F value

Estimated cost covers 44.5% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies WES's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 MPLX Mplx LP 57
2 HESM Hess Midstream LP 26
3 PAA Plains All American Pipeline LP 39
4 PAGP Plains Gp Holdings LP 27
5 SUN Sunoco LP 23
6 GLP Global Partners LP 13
7 KNTK Kinetik Holdings Inc. 18
8 CQP Cheniere Energy Partners, L.P. 16
9 EPD Enterprise Products Partners L.P. 75
10 AM Antero Midstream Corp 21

Shareholder Targets

13F filers that own its peers but not WES, quarter ended Jun 30, 2026

Found through its holder-overlap peers: MPLX, HESM, PAA, PAGP, SUN, GLP, KNTK, CQP, EPD, AM, USAC, GEL, TRGP, DKL, OKE, DMLP, DTM, KMI, WMB, SOBO. 3,057 filers in all.

# Filer In peers
1 VANGUARD CAPITAL MANAGEMENT LLC Registered adviser, Index-like $18,629,457,321 8 held
2 STATE STREET CORP Bank, Index-like $18,031,141,686 9 held
3 VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active $12,718,668,010 9 held
4 GEODE CAPITAL MANAGEMENT, LLC Registered adviser, Index-like $7,996,124,687 11 held
5 WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active $6,437,384,938 7 held
6 CHARLES SCHWAB INVESTMENT MANAGEMENT INC Registered adviser, Diversified active $4,050,391,745 9 held
7 NORGES BANK Non-US, Index-like $4,027,322,397 8 held
8 DEUTSCHE BANK AG\ Non-US, Diversified active $3,643,191,949 13 held
9 PRICE T ROWE ASSOCIATES INC /MD/ Registered adviser, Diversified active $2,397,279,786 8 held
10 Amundi Holding company, Index-like $2,257,756,894 12 held

Fund Ownership of WES by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 12.44% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 0.03% 124,985
Index ETFs 12.41% 48,869,048
Active ETFs 0.64% 2,515,946
Active funds 11.04% 43,458,099
Unclassified 0.84% 3,315,185
All registered funds 24.96% 98,283,263
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 229 Adviser 8 Bank 22 Insurer 2 Broker-dealer 2 Non-US 2 Holding company 6 Unknown 103
Showing 100 of 381
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
ALPS ADVISORS INC $1,602,911,296 20.35% 36,629,600
Invesco Ltd. $1,055,592,460 13.40% 24,122,314
MORGAN STANLEY $929,064,310 11.79% 21,230,903
Blackstone Inc. $453,682,675 5.76% 10,367,520
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $377,979,975 4.80% 8,637,568
GOLDMAN SACHS GROUP INC $373,165,980 4.74% 8,527,559
TORTOISE CAPITAL ADVISORS, L.L.C. $284,709,298 3.61% 6,506,154
NEUBERGER BERMAN GROUP LLC $270,890,547 3.44% 6,190,369
CHICKASAW CAPITAL MANAGEMENT LLC $242,525,488 3.08% 5,465,979
KAYNE ANDERSON CAPITAL ADVISORS LP $171,897,899 2.18% 3,928,197
UBS Group AG $156,113,011 1.98% 3,567,482
Clearbridge Investments, LLC $118,648,369 1.51% 2,711,343
WESTWOOD HOLDINGS GROUP INC $95,536,306 1.21% 2,183,188
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
BARCLAYS PLC $58,465,547 0.74% 1,336,050
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
INFRASTRUCTURE CAPITAL ADVISORS, LLC $53,263,884 0.68% 1,217,182
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 0.54% 980,558
STIFEL FINANCIAL CORP $42,708,665 0.54% 975,975
LONGFELLOW INVESTMENT MANAGEMENT CO LLC $40,019,614 0.51% 914,525
WELLS FARGO & COMPANY/MN $37,732,233 0.48% 862,254
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
NATIXIS $28,776,576 0.37% 657,600
CIBC Bancorp USA Inc. $28,232,551 0.36% 645,168
Texas Yale Capital Corp. $27,923,080 0.35% 638,096
JANE STREET GROUP, LLC $27,538,168 0.35% 629,300
RAYMOND JAMES FINANCIAL INC $24,775,467 0.31% 566,167
Allianz Asset Management GmbH $19,406,991 0.25% 443,487
SUSQUEHANNA INTERNATIONAL GROUP, LLP $19,057,480 0.24% 435,500
Adams Asset Advisors, LLC $18,103,980 0.23% 408,023
Catalyst Capital Advisors LLC $17,806,469 0.23% 406,912
Terril Brothers, Inc. $17,633,923 0.22% 402,969
CITADEL ADVISORS LLC $16,366,240 0.21% 374,000
Empowered Funds, LLC $15,872,452 0.20% 362,716
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
CITADEL ADVISORS LLC $13,315,030 0.17% 304,274
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
Advisors Asset Management, Inc. $10,189,078 0.13% 232,840
EXCHANGE TRADED CONCEPTS, LLC $9,822,063 0.12% 224,453
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
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
Militia Capital Management LLC $8,762,940 0.11% 200,250
Ellsworth Advisors, LLC $7,959,312 0.10% 179,385
CITIGROUP INC $7,684,080 0.10% 175,596
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
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
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
SPIRIT OF AMERICA MANAGEMENT CORP/NY $3,778,105 0.05% 85,150
GLENMEDE TRUST CO NA $3,740,648 0.05% 85,481
Pathstone Holdings, LLC $3,635,493 0.05% 83,078
D.A. DAVIDSON & CO. $3,253,074 0.04% 74,339
MAI Capital Management $3,220,166 0.04% 73,587
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
Parkside Financial Bank & Trust $2,867,154 0.04% 65,520
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
Cambridge Investment Research Advisors, Inc. $2,399,710 0.03% 54,838

Showing the top 100 of 381 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1423902 CUSIP 958669103 13F (30d) 56 filings 55 filers Visit website Investor relations