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Western Midstream Partners (WES) Institutional Ownership

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$44.93 +0.55 (+1.24%)
As of 02:30 PM Eastern
This is a fair market value price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Western Midstream Partners (NYSE:WES)

Current
Institutional Ownership
Percentage
84.82%
Number of
Institutional Buyers
(last 12 months)
201
Total
Institutional Inflows
(last 12 months)
$1.00B
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$251.93M
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WES Institutional Buying and Selling by Quarter

Western Midstream Partners Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Tidal Investments LLC8,769$384K0.0%+77.5%0.002%
9/9/2026Integrated Wealth Concepts LLC9,922$434K0.0%+59.9%0.002%
9/9/2026NewEdge Advisors LLC71,977$3.15M0.0%+8.1%0.017%
9/9/2026IFP Advisors Inc2,801$123K0.0%-33.4%0.001%
9/8/2026Waverly Advisors LLC250,869$10.98M0.1%-1.0%0.061%
9/8/2026Empirical Finance LLC330,016$14.44M0.6%-25.4%0.080%
8/27/2026Corient Private Wealth LP13,745$601K0.0%-38.3%0.003%
8/26/2026HighTower Advisors LLC98,294$4.30M0.0%+14.2%0.024%
8/23/2026HB Wealth Management LLC8,840$387K0.0%-11.1%0.002%
8/22/2026Compass Financial Management LLC3,023$132K0.0%N/A0.001%
8/22/2026Concurrent Investment Advisors LLC19,118$837K0.0%+9.8%0.005%
8/21/2026Continuum Advisory LLC945$41K0.0%N/A0.000%
8/19/2026Toth Financial Advisory Corp1,835$80K0.0%+209.4%0.000%
8/19/2026Van ECK Associates Corp63,189$2.77M0.0%-18.3%0.015%
8/19/2026Navellier & Associates Inc.18,111$793K0.1%+70.5%0.004%
8/12/2026Compass Financial Management LLC3,023$132K0.0%N/A0.001%
8/6/2026Bank of New York Mellon Corp13,390$586K0.0%N/A0.003%
7/25/2026Terril Brothers Inc.402,969$17.63M4.5%-0.5%0.102%
7/24/2026Avidian Wealth Enterprises LLC10,953$479K0.0%N/A0.003%
7/24/2026D.A. Davidson & CO.74,339$3.25M0.0%+2.6%0.019%
7/24/2026Catalyst Capital Advisors LLC406,912$17.81M0.3%+1.3%0.103%
7/23/2026PFG Investments LLC29,201$1.28M0.0%-9.1%0.007%
7/23/2026McElhenny Sheffield Capital Management LLC4,575$200K0.0%N/A0.001%
7/23/2026Apollon Wealth Management LLC26,345$1.15M0.0%-12.9%0.007%
7/22/2026Exchange Traded Concepts LLC224,453$9.82M0.0%-16.8%0.057%
7/21/2026Novem Group15,843$693K0.1%+1.9%0.004%
7/21/2026IFP Advisors Inc2,801$123K0.0%-33.4%0.001%
7/10/2026Fiduciary Financial Group LLC11,042$483K0.1%+3.4%0.003%
7/8/2026Evanson Financial LLC18,097$792K0.0%N/A0.005%
6/18/2026Pacer Advisors Inc.42,874$1.77M0.0%-21.3%0.011%
6/3/2026NewEdge Advisors LLC66,584$2.74M0.0%+12.9%0.017%
5/26/2026Summit Financial Wealth Advisors LLC5,213$215K0.0%N/A0.001%
5/19/2026Bank of America Corp DE1,128,284$46.45M0.0%-49.6%0.287%
5/18/2026Sunbelt Securities Inc.3,800$156K0.0%N/A0.001%
5/18/2026Royal Bank of Canada241,086$9.93M0.0%+3.2%0.061%
5/18/2026Recurrent Investment Advisors LLC1,134,758$46.72M2.8%-15.2%0.288%
5/18/2026Empowered Funds LLC472,989$19.47M0.1%+99.8%0.120%
5/16/2026Infrastructure Capital Advisors LLC1,234,879$50.84M3.5%+6.7%0.314%
5/16/2026Glen Eagle Advisors LLC693$29K0.0%-26.5%0.000%
5/16/2026BROOKFIELD Corp ON671,010$27.63M0.0%-1.5%0.170%
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5/16/2026Castleark Management LLC13,390$551K0.0%-63.0%0.003%
5/15/2026Berkley W R Corp1,266,970$52.16M2.8%+42.8%0.322%
5/15/2026Waverly Advisors LLC253,319$10.43M0.1%-28.8%0.064%
5/15/2026Empirical Finance LLC442,189$18.21M0.9%+86.8%0.112%
5/14/2026Bollard Group LLC16,219$668K0.0%+2.1%0.004%
5/14/2026Lido Advisors LLC15,887$654K0.0%N/A0.004%
5/14/2026State of Wyoming1,718$71K0.0%-67.4%0.000%
5/13/2026Cetera Investment Advisers104,295$4.29M0.0%+3.3%0.026%
5/13/2026Militia Capital Management LLC200,250$8.24M1.8%N/A0.051%
5/13/2026NewEdge Wealth LLC23,452$966K0.0%+74.3%0.006%
5/13/2026First Trust Advisors LP902,585$37.16M0.0%+39.0%0.229%
5/7/2026AlTi Global Inc.12,804$527K0.0%N/A0.003%
5/7/2026Dimensional Fund Advisors LP11,964$493K0.0%-57.0%0.003%
5/6/2026Jennison Associates LLC319,415$13.15M0.0%-14.8%0.081%
5/6/2026Pavion Blue Capital LLC4,880$201K0.1%N/A0.001%
5/6/2026Catalyst Capital Advisors LLC401,812$16.54M0.3%+8.6%0.102%
5/6/2026Independent Financial Group LLC31,729$1.31M0.0%N/A0.008%
5/5/2026Westover Capital Advisors LLC12,700$523K0.1%+64.9%0.003%
5/5/2026D.A. Davidson & CO.72,449$2.98M0.0%+0.8%0.018%
5/5/2026Bank of New York Mellon Corp13,380$551K0.0%+55.9%0.003%
5/5/2026Geneos Wealth Management Inc.3,587$148K0.0%+126.0%0.001%
5/5/2026Sanctuary Advisors LLC144,056$5.93M0.0%+4.5%0.037%
5/5/2026Maryland State Retirement & Pension System217,674$8.96M0.2%-2.3%0.055%
5/4/2026Chicago Partners Investment Group LLC22,008$901K0.0%+3.4%0.006%
5/1/2026Kaizen Financial Strategies12,573$514K0.2%+7.3%0.003%
5/1/2026Fifth Third Bancorp6,431$265K0.0%+592.2%0.002%
4/30/2026Kestra Advisory Services LLC52,294$2.15M0.0%-8.1%0.013%
4/29/2026Cvfg LLC21,730$895K0.1%N/A0.006%
4/29/2026Resonant Capital Advisors LLC5,000$206K0.0%N/A0.001%
4/28/2026CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT1,676,900$69.04M3.4%+8.8%0.426%
4/28/2026Abel Hall LLC25,188$1.04M0.2%+147.2%0.006%
4/28/2026Dividend Assets Capital LLC64,355$2.65M0.5%+4.6%0.016%
4/28/2026Stephens Inc. AR205,453$8.50M0.1%+2.2%0.052%
4/27/2026HB Wealth Management LLC9,939$409K0.0%+22.2%0.003%
4/27/2026PFG Investments LLC32,110$1.32M0.1%+19.1%0.008%
4/27/2026Private Advisor Group LLC9,480$390K0.0%+15.8%0.002%
4/25/2026Keybank National Association OH33,177$1.37M0.0%-4.7%0.008%
4/23/2026GraniteShares Advisors LLC61,211$2.52M1.8%-10.3%0.016%
4/23/2026SageGuard Financial Group LLC44,344$1.83M0.3%-1.5%0.011%
4/23/2026Apollon Wealth Management LLC30,259$1.25M0.0%-1.6%0.008%
4/23/2026Pasadena Private Wealth LLC6,110$252K0.0%+5.2%0.002%
4/22/2026Nicholas Wealth LLC.28,061$1.16M0.8%+10.9%0.007%
4/22/2026Fort Washington Investment Advisors Inc. OH78,819$3.25M0.0%+45.3%0.020%
4/20/2026Kestra Private Wealth Services LLC19,499$803K0.0%+6.3%0.005%
4/20/2026Miller Howard Investments Inc. NY1,584,975$65.25M1.8%+6.3%0.403%
4/20/2026Kercheville Advisors LLC19,300$795K0.3%+69.3%0.005%
4/17/2026Stonebridge Financial Group LLC MO8,383$345K0.3%+13.7%0.002%
4/17/2026Brookstone Capital Management12,800$527K0.0%+3.7%0.003%
4/16/2026SG Americas Securities LLC11,219$462K0.0%-2.9%0.003%
4/16/2026Diversified Trust Co16,251$669K0.0%-8.8%0.004%
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3/17/2026Rockefeller Capital Management L.P.120,325$4.75M0.0%-2.4%0.031%
3/9/2026Corient Private Wealth LLC14,933$590K0.0%-26.2%0.004%
2/24/2026Pacer Advisors Inc.54,469$2.15M0.0%-4.2%0.014%
2/23/2026Virtu Financial LLC35,571$1.41M0.1%+25.0%0.009%
2/19/2026Invesco Ltd.23,703,599$936.29M0.1%-2.4%5.810%
2/19/2026Corient Private Wealth LLC10,934$432K0.0%-46.0%0.003%
2/18/2026Ameriflex Group Inc.3,943$156K0.1%N/A0.001%
2/18/2026Beacon Pointe Advisors LLC36,140$1.43M0.0%+3.6%0.009%
2/18/2026NewEdge Advisors LLC58,973$2.33M0.0%+6.1%0.014%
2/18/2026Empowered Funds LLC236,768$9.35M0.1%+24.1%0.058%


WES Institutional Ownership - Frequently Asked Questions

During the previous two years, 330 institutional investors and hedge funds held shares of Western Midstream Partners. The most heavily invested institutionals were Alps Advisors Inc. ($1.39B), Invesco Ltd. ($936.29M), Blackstone Inc. ($586.53M), Goldman Sachs Group Inc. ($377.71M), Tortoise Capital Advisors L.L.C. ($337.30M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($300.26M), and Chickasaw Capital Management LLC ($223.39M).Learn more on Western Midstream Partners' institutional investors.

84.82% of Western Midstream Partners' stock is owned by institutional investors. Learn more on WES's institutional investor holdings.

Of the 296 institutional investors that purchased Western Midstream Partners' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($9.16M), Kingstone Capital Partners Texas LLC ($3.99M), Invesco Ltd. ($3.10M), Alps Advisors Inc. ($2.80M), Morgan Stanley ($2.70M), JPMorgan Chase & Co. ($2.22M), and Tortoise Capital Advisors L.L.C. ($1.32M).

Institutional investors have bought a total of 25,350,338 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.

Of the 88 institutional investors that sold Western Midstream Partners' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Chickasaw Capital Management LLC ($1.14M), Bank of America Corp DE ($1.11M), JPMorgan Chase & Co. ($820.83K), Eagle Global Advisors LLC ($674.70K), Invesco Ltd. ($588.84K), UBS Group AG ($356.73K), and RR Advisors LLC ($271.56K).

Institutional investors have sold a total of 6,307,462 shares in the last 24 months. This volume of shares sold represents approximately $251.93M in transactions.



Institutional ownership data for NYSE:WES is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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