The Williams Companies, Inc.
MX ˙ BMV ˙ US9694571004
SecurityMX:WMB / The Williams Companies, Inc.
InstitutionMerit Financial Group, LLC
Latest Disclosed Ownership91,276 shares
Latest Disclosed Value $ 6,643,090
Merit Financial Group, LLC reports 0.54% increase in ownership of WMB / The Williams Companies, Inc.

On April 15, 2026 - Merit Financial Group, LLC filed a 13F-HR form disclosing ownership of 91,276 shares of The Williams Companies, Inc. (MX:WMB) valued at $6,643,090 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 90,786 shares of The Williams Companies, Inc.. This represents a change in shares of 0.54% 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)
2026-04-15 2026-03-31 13F WILLIAMS COS COM 969457100 91,276 490 0.54 6,643 21.73 0.0382
2026-01-26 2025-12-31 13F WILLIAMS COS COM 969457100 90,786 -86 -0.09 5,457 -5.19 0.0438
2025-11-07 2025-09-30 13F/A-1 WILLIAMS COS COM 969457100 90,872 -15,242 -14.36 5,757 -13.64 0.0529
2025-10-20 2025-09-30 13F WILLIAMS COS COM 969457100 90,872 -15,242 5,757 0.0529
2025-07-22 2025-06-30 13F WILLIAMS COS COM 969457100 106,114 19,145 22.01 6,665 28.25 0.0743
2025-04-09 2025-03-31 13F WILLIAMS COS COM 969457100 86,969 3,360 4.02 5,197 14.88 0.0778
2025-01-15 2024-12-31 13F WILLIAMS COS COM 969457100 83,609 8,928 11.95 4,525 32.71 0.0813
2024-10-17 2024-09-30 13F WILLIAMS COS COM 969457100 74,681 -10,153 -11.97 3,409 -5.44 0.0762
2024-08-13 2024-06-30 13F WILLIAMS COS COM 969457100 84,834 -493 -0.58 3,605 9.28 0.0795
2024-05-06 2024-03-31 13F WILLIAMS COS COM 969457100 85,327 569 0.67 3,300 11.75 0.0786
2024-02-06 2023-12-31 13F WILLIAMS COS COM 969457100 84,758 4,734 5.92 2,952 9.54 0.0898
2023-11-07 2023-09-30 13F WILLIAMS COS COM 969457100 80,024 -1,673 -2.05 2,696 1.13 0.0882
2023-08-01 2023-06-30 13F WILLIAMS COS COM 969457100 81,697 5,962 7.87 2,666 17.87 0.0863
2023-04-24 2023-03-31 13F WILLIAMS COS COM 969457100 75,735 1,252 1.68 2,261 -7.71 0.0822
2023-01-13 2022-12-31 13F WILLIAMS COS COM 969457100 74,483 33,951 83.76 2,450 111.21 0.0886
2022-10-31 2022-09-30 13F WILLIAMS COS COM 969457100 40,532 7,103 21.25 1,160 11.22 0.0503
2022-08-08 2022-06-30 13F WILLIAMS COS COM 969457100 33,429 3,575 11.97 1,043 4.61 0.0323
2022-05-13 2022-03-31 13F WILLIAMS COS COM 969457100 29,854 255 0.86 997 29.31 0.0601
2022-02-14 2021-12-31 13F WILLIAMS COS COM 969457100 29,599 352 1.20 771 1.58 0.0756
2021-10-27 2021-09-30 13F WILLIAMS COS COM 969457100 29,247 4,918 20.21 759 17.49 0.0794
2021-08-16 2021-06-30 13F WILLIAMS COS COM 969457100 24,329 601 2.53 646 14.95 0.0607
2021-05-18 2021-03-31 13F WILLIAMS COS COM 969457100 23,728 23,728 562 0.0588
2020-08-13 2020-06-30 13F WILLIAMS COS COM 969457100 0 -20,326 -100.00 0 -100.00
2020-05-05 2020-03-31 13F WILLIAMS COS COM 969457100 20,326 854 4.39 288 -37.66 0.0322
2020-01-16 2019-12-31 13F WILLIAMS COS INC DEL COM 969457100 19,472 4,323 28.54 462 26.92 0.0409
2019-11-25 2019-09-30 13F WILLIAMS COS INC DEL Common Stock 969457100 15,149 528 3.61 364 -11.00 0.0398
2019-08-13 2019-06-30 13F WILLIAMS COS Common Stock 969457100 14,621 872 6.34 409 3.81 0.0480
2019-05-16 2019-03-31 13F WILLIAMS COS Common Stock 969457100 13,749 2,936 27.15 394 65.55 0.0481
2019-02-15 2018-12-31 13F WILLIAMS COS Common Stock 969457100 10,813 -206 -1.87 238 -20.40 0.0358
2018-10-25 2018-09-30 13F WILLIAMS COS Common Stock 969457100 11,019 11,019 299 0.0479
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.