威廉斯公司
MX ˙ BMV ˙ US9694571004
SecurityMX:WMB / The Williams Companies, Inc.
InstitutionLido Advisors, LLC
Latest Disclosed Ownership55,883 shares
Latest Disclosed Value $ 4,067,357
Lido Advisors, LLC reports 18.25% increase in ownership of WMB / The Williams Companies, Inc.

On May 13, 2026 - Lido Advisors, LLC filed a 13F-HR form disclosing ownership of 55,883 shares of The Williams Companies, Inc. (MX:WMB) valued at $4,067,357 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 47,260 shares of The Williams Companies, Inc.. This represents a change in shares of 18.25% 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)
2026-05-13 2026-03-31 13F WILLIAMS COS COM 969457100 55,883 8,623 18.25 4,067 36.57 0.0118
2026-02-10 2025-12-31 13F WILLIAMS COS COM 969457100 47,260 2,273 5.05 2,978 4.49 0.0089
2025-11-14 2025-09-30 13F WILLIAMS COS COM 969457100 44,987 6,195 15.97 2,850 17.00 0.0089
2025-08-13 2025-06-30 13F WILLIAMS COS COM 969457100 38,792 -9,754 -20.09 2,437 -16.03 0.0095
2025-05-15 2025-03-31 13F WILLIAMS COS COM 969457100 48,546 9,028 22.85 2,901 35.69 0.0131
2025-02-14 2024-12-31 13F WILLIAMS COS COM 969457100 39,518 2,126 5.69 2,139 25.32 0.0097
2024-11-14 2024-09-30 13F WILLIAMS COS COM 969457100 37,392 -5 -0.01 1,707 7.36 0.0085
2024-08-15 2024-06-30 13F WILLIAMS COS COM 969457100 37,397 5,186 16.10 1,589 26.61 0.0088
2024-05-15 2024-03-31 13F WILLIAMS COS COM 969457100 32,211 4,146 14.77 1,255 28.45 0.0074
2024-02-14 2023-12-31 13F WILLIAMS COS COM 969457100 28,065 7,751 38.16 978 42.84 0.0066
2023-11-14 2023-09-30 13F WILLIAMS COS COM 969457100 20,314 -1,526 -6.99 684 -3.93 0.0052
2023-08-09 2023-06-30 13F WILLIAMS COS COM 969457100 21,840 -5,841 -21.10 713 -13.80 0.0051
2023-05-15 2023-03-31 13F WILLIAMS COS COM 969457100 27,681 1,358 5.16 827 -4.62 0.0080
2023-02-14 2022-12-31 13F WILLIAMS COS COM 969457100 26,323 -13 -0.05 866 14.85 0.0106
2022-11-14 2022-09-30 13F WILLIAMS COS COM 969457100 26,336 1,318 5.27 754 -3.33 0.0095
2022-08-15 2022-06-30 13F WILLIAMS COS COM 969457100 25,018 -588 -2.30 780 -8.77 0.0103
2022-05-17 2022-03-31 13F WILLIAMS COS COM 969457100 25,606 -144 -0.56 855 27.61 0.0095
2022-02-15 2021-12-31 13F WILLIAMS COS COM 969457100 25,750 -100,208 -79.56 670 -79.49 0.0073
2022-02-15 2021-09-30 13F/A-1 WILLIAMS COS COM 969457100 125,958 113,130 881.90 3,267 858.06 0.0456
2021-11-12 2021-09-30 13F WILLIAMS COS COM 969457100 79,758 66,930 3,269 0.0424
2021-08-12 2021-06-30 13F WILLIAMS COS COM 969457100 12,828 418 3.37 341 15.99 0.0047
2021-05-13 2021-03-31 13F WILLIAMS COS COM 969457100 12,410 -1,720 -12.17 294 3.89 0.0086
2021-02-08 2020-12-31 13F WILLIAMS COS COM 969457100 14,130 -806 -5.40 283 -3.74 0.0095
2020-11-12 2020-09-30 13F WILLIAMS COS COM 969457100 14,936 -1,913 -11.35 294 -8.12 0.0126
2020-08-12 2020-06-30 13F WILLIAMS COS COM 969457100 16,849 -1,672 -9.03 320 22.14 0.0156
2020-05-13 2020-03-31 13F WILLIAMS COS COM 969457100 18,521 -36,745 -66.49 262 -80.02 0.0169
2020-02-07 2019-12-31 13F WILLIAMS COS INC DEL COM 969457100 55,266 40,048 263.16 1,311 258.20 0.0763
2019-11-12 2019-09-30 13F WILLIAMS COS INC DEL COM 969457100 15,218 -123 -0.80 366 -14.88 0.0284
2019-08-14 2019-06-30 13F WILLIAMS COS INC DEL COM 969457100 15,341 -12,283 -44.46 430 -45.78 0.0364
2019-05-10 2019-03-31 13F WILLIAMS COS INC DEL COM 969457100 27,624 5,257 23.50 793 60.85 0.0709
2019-02-14 2018-12-31 13F WILLIAMS COS INC DEL COM 969457100 22,367 3,501 18.56 493 -3.71 0.0682
2018-11-14 2018-09-30 13F WILLIAMS COS INC DEL COM 969457100 18,866 10,905 136.98 512 106.45 0.0661
2017-09-21 2016-12-31 13F WILLIAMS COS DEL COM 969457100 7,961 7,961 248 0.0612
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.