This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WMB/capital-change-brief"
Use Arkolith's capital_change_brief for WMB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $8.1B | 111.9M | ▲+3.7% Added · +4.0M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $5.8B | 79.4M | ▲New +79.4M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $5.3B | 73.0M | ▲+7.4% Added · +5.0M sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $3.2B | 44.5M | ▼−3.5% Reduced · −1.6M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.1B | 43.3M | ▲New +43.3M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $2.5B | 33.7M | ▲+0.5% Added · +168K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $2.1B | 29.6M | ▲+3.4% Added · +965K sh | Q1 2026 | |
| 8 | Clearbridge Investments, LLC | $1.7B | 23.2M | ▲+9.0% Added · +1.9M sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $1.6B | 22.1M | ▼−3.8% Reduced · −880K sh | Q1 2026 | |
| 10 | DEUTSCHE BANK AG\ | $1.4B | 19.0M | ▼−5.3% Reduced · −1.1M sh | Q1 2026 | |
| 11 | Blackstone Inc. | $1.2B | 17.1M | ▼−3.2% Reduced · −573K sh | Q1 2026 | |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.2B | 15.9M | ▼−7.0% Reduced · −1.2M sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $977.0M | 13.4M | ▼−0.7% Reduced · −91K sh | Q1 2026 | |
| 14 | NORGES BANK | $747.7M | 12.4M | ▲+2.1% Added · +257K sh | Q4 2025 | |
| 15 | ROYAL BANK OF CANADA | $882.7M | 12.1M | ▼−9.7% Reduced · −1.3M sh | Q1 2026 | |
| 16 | Amundi | $852.3M | 11.7M | ▲+21% Added · +2.0M sh | Q1 2026 | |
| 17 | Neuberger Berman Group LLC | $838.1M | 11.5M | ▼−2.4% Reduced · −285K sh | Q1 2026 | |
| 18 | TORTOISE CAPITAL ADVISORS, L.L.C. | $836.9M | 11.5M | ▲+1.2% Added · +136K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $778.7M | 10.7M | ▲+2.8% Added · +289K sh | Q1 2026 | |
| 20 | Legal & General Group Plc | $671.6M | 9.2M | ▼−7.5% Reduced · −750K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $662.6M | 9.1M | ▲+0.1% Added · +13K sh | Q1 2026 | |
| 22 | UBS Group AG | $658.5M | 9.0M | ▼−3.6% Reduced · −337K sh | Q1 2026 | |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $649.3M | 8.9M | ▲~0% Added · +1K sh | Q1 2026 | |
| 24 | DIMENSIONAL FUND ADVISORS LP | $622.7M | 8.6M | ▼−10% Reduced · −983K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $585.8M | 8.0M | ▲~0% Added · +2K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Wilson Terrance Lane | SVP & General Counsel | Sell (S) | 2K | $148K |
| Jun 25, 2026 | Porter John Dean | EVP & CFO | Option exercise (M) | 2K | $47K |
| Jun 25, 2026 | Porter John Dean | EVP & CFO | Tax withholding (F) | 1K | $91K |
| Jun 25, 2026 | Porter John Dean | EVP & CFO | Option exercise (M) | 2K | $47K |
| Jun 1, 2026 | Wilson Terrance Lane | SVP & General Counsel | Sell (S) | 2K | $143K |
| May 19, 2026 | BERGSTROM STEPHEN W | Director | Gift (G) | 16K | $0 |
| May 15, 2026 | Jasek Glen G. | Senior Vice President | Option exercise (M) | 836 | $24K |
| May 15, 2026 | Jasek Glen G. | Senior Vice President | Sell (S) | 836 | $65K |
| May 15, 2026 | Jasek Glen G. | Senior Vice President | Option exercise (M) | 2K | $48K |
| May 15, 2026 | Jasek Glen G. | Senior Vice President | Sell (S) | 2K | $130K |
| May 15, 2026 | Jasek Glen G. | Senior Vice President | Option exercise (M) | 836 | $24K |
| May 15, 2026 | Jasek Glen G. | Senior Vice President | Option exercise (M) | 2K | $48K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 490 funds | $311.1B |
| AMAZON.COM INCAMZN | 487 funds | $238.5B |
| NVIDIA CORPNVDA | 485 funds | $429.8B |
| ALPHABET INC-CL AGOOGL | 483 funds | $206.3B |
| APPLE INCAAPL | 482 funds | $333.4B |
| META PLATFORMS INC-CLASS AMETA | 482 funds | $134.4B |
| BROADCOM INCAVGO | 481 funds | $169.7B |
| JPMORGAN CHASE & COJPM | 476 funds | $80.3B |
| ELI LILLY & COLLY | 474 funds | $87.8B |
| VISA INC-CLASS A SHARESV | 471 funds | $71.1B |
| ALPHABET INC-CL CGOOG | 468 funds | $142.7B |
| COSTCO WHOLESALE CORPCOST | 468 funds | $50.4B |
Ranked by how many of WMB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WMB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.