WMB — WILLIAMS COS INC DEL COMMON STOCK

Ownership history in M.D. Sass, LLC · 18 quarters on record

This page tracks every 13F SEC filing in which M.D. Sass, LLC reported a position in WILLIAMS COS INC DEL COMMON STOCK (WMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

6.35% (2025 Q4)

Avg. % of fund

3.52%

First filed

2012 Q1

Last filed

2025 Q4

Quarters held

18

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	1,339,634	+146,734	+12.3%	6.35%	$80.5M	$59.68
2025 Q3	ADDED	1,192,900	+168,067	+16.4%	6.16%	$75.6M	$62.38
2025 Q2	ADDED	1,024,833	+44,441	+4.5%	5.18%	$64.4M	$61.33
2025 Q1	ADDED	980,392	+864,364	+745.0%	5.16%	$58.6M	$57.86

% of Fund (quarterly) WMB price (monthly, adj. close)

Other funds also holding WMB

As of 2025 Q4 — sorted by position size

WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 16.91% KAYNE ANDERSON CAPITAL ADVISORS LP 3Y 7Y 10.44% Robertson Opportunity Capital, LLC 3Y 7Y 9.45% Amplify Investments, LLC 9.26% RR Advisors, LLC 3Y 7Y 9.0% Heronetta Management, L.P. 3Y 7Y 8.69% TORTOISE CAPITAL ADVISORS, L.L.C. 3Y 7Y 8.69% R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3Y 7Y 8.63% SL ADVISORS, LLC 3Y 7Y 8.2% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 7.56%

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