The Williams Companies, Inc.
MX ˙ BMV ˙ US9694571004
SecurityMX:WMB / The Williams Companies, Inc.
InstitutionGradient Investments LLC
Latest Disclosed Ownership7,569 shares
Latest Disclosed Value $ 550,872
Gradient Investments LLC reports 16.02% increase in ownership of WMB / The Williams Companies, Inc.

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 7,569 shares of The Williams Companies, Inc. (MX:WMB) valued at $550,872 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 6,524 shares of The Williams Companies, Inc.. This represents a change in shares of 16.02% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F WILLIAMS COS COM 969457100 7,569 1,045 16.02 551 40.31 0.0085
2026-01-08 2025-12-31 13F WILLIAMS COS COM 969457100 6,524 -452 -6.48 392 -11.11 0.0062
2025-10-06 2025-09-30 13F WILLIAMS COS COM 969457100 6,976 -983 -12.35 442 -11.62 0.0074
2025-07-08 2025-06-30 13F WILLIAMS COS COM 969457100 7,959 -449 -5.34 500 -0.60 0.0091
2025-04-09 2025-03-31 13F WILLIAMS COS COM 969457100 8,408 -1,773 -17.41 502 -8.73 0.0101
2025-01-21 2024-12-31 13F WILLIAMS COS COM 969457100 10,181 -1,210 -10.62 551 5.97 0.0112
2024-10-15 2024-09-30 13F WILLIAMS COS COM 969457100 11,391 -100 -0.87 520 6.35 0.0108
2024-07-18 2024-06-30 13F WILLIAMS COS COM 969457100 11,491 167 1.47 488 10.66 0.0110
2024-04-23 2024-03-31 13F WILLIAMS COS COM 969457100 11,324 960 9.26 441 22.50 0.0102
2024-01-18 2023-12-31 13F WILLIAMS COS COM 969457100 10,364 364 3.64 361 7.14 0.0087
2023-10-27 2023-09-30 13F WILLIAMS COS COM 969457100 10,000 -5,138 -33.94 337 -31.85 0.0089
2023-07-11 2023-06-30 13F WILLIAMS COS COM 969457100 15,138 -877 -5.48 494 3.14 0.0127
2023-04-17 2023-03-31 13F WILLIAMS COS COM 969457100 16,015 -438 -2.66 478 -11.65 0.0130
2023-01-10 2022-12-31 13F WILLIAMS COS COM 969457100 16,453 3,186 24.01 541 42.37 0.0171
2022-10-14 2022-09-30 13F WILLIAMS COS COM 969457100 13,267 7,661 136.66 380 117.14 0.0116
2022-07-11 2022-06-30 13F WILLIAMS COS COM 969457100 5,606 5,539 8,267.16 175 8,650.00 0.0051
2022-05-26 2022-03-31 13F WILLIAMS COS COM 969457100 67 -256 -79.26 2 -75.00 0.0001
2022-01-12 2021-12-31 13F WILLIAMS COS COM 969457100 323 0 0.00 8 0.00 0.0002
2021-10-18 2021-09-30 13F WILLIAMS COS COM 969457100 323 -81 -20.05 8 -27.27 0.0002
2021-07-12 2021-06-30 13F WILLIAMS COS COM 969457100 404 9 2.28 11 22.22 0.0003
2021-04-21 2021-03-31 13F WILLIAMS COS COM 969457100 395 -52 -11.63 9 0.00 0.0003
2021-01-08 2020-12-31 13F WILLIAMS COS COM 969457100 447 0 0.00 9 0.00 0.0004
2020-10-06 2020-09-30 13F WILLIAMS COS COM 969457100 447 -86 -16.14 9 -10.00 0.0004
2020-07-10 2020-06-30 13F WILLIAMS COS COM 969457100 533 -864 -61.85 10 -50.00 0.0005
2020-04-07 2020-03-31 13F WILLIAMS COS COM 969457100 1,397 -401,458 -99.65 20 -99.79 0.0011
2020-01-15 2019-12-31 13F WILLIAMS COS INC DEL COM 969457100 402,855 51,444 14.64 9,556 13.02 0.4256
2019-10-10 2019-09-30 13F WILLIAMS COS INC DEL COM 969457100 351,411 7,992 2.33 8,455 -12.19 0.4142
2019-07-16 2019-06-30 13F WILLIAMS COS INC DEL COM 969457100 343,419 31,584 10.13 9,629 7.51 0.4943
2019-04-11 2019-03-31 13F WILLIAMS COS INC DEL COM 969457100 311,835 -54,432 -14.86 8,956 10.90 0.5791
2019-01-18 2018-12-31 13F WILLIAMS COS INC DEL COM 969457100 366,267 366,267 8,076 0.4846
2018-08-09 2018-06-30 13F WILLIAMS COS INC DEL COM 969457100 0 -10 -100.00 0 0.0000
2018-04-10 2018-03-31 13F WILLIAMS COS INC DEL COM 969457100 10 0 0.00 0 0.0000
2018-02-07 2017-12-31 13F WILLIAMS COS INC DEL COM 969457100 10 10 0 0.0000
2016-01-19 2015-12-31 13F WILLIAMS COS INC DEL COM 969457100 0 0 0 0.0000
2015-10-14 2015-09-30 13F WILLIAMS COS INC DEL COM 969457100 0 -52 -100.00 0 -100.00
2015-08-25 2015-06-30 13F WILLIAMS COS INC DEL COM 969457100 52 0 0.00 3 0.00 0.0004
2015-04-10 2015-03-31 13F WILLIAMS COS INC DEL COM 969457100 52 -16 -23.53 3 0.00 0.0004
2015-01-15 2014-12-31 13F WILLIAMS COS INC DEL COM 969457100 68 16 30.77 3 0.00 0.0005
2014-10-14 2014-09-30 13F WILLIAMS COS INC DEL COM 969457100 52 0 0.00 3 50.00 0.0005
2014-04-11 2014-03-31 13F WILLIAMS COS INC DEL COM 969457100 52 0 0.00 2 0.00 0.0005
2014-01-13 2013-12-31 13F WILLIAMS COS INC DEL COM 969457100 52 -178 -77.39 2 -75.00 0.0005
2013-10-15 2013-09-30 13F WILLIAMS COS INC DEL COM 969457100 230 163 243.28 8 300.00 0.0025
2013-07-19 2013-06-30 13F WILLIAMS COS INC DEL COM 969457100 67 67 2 0.0008
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.