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Western Midstream Partners (WES) Institutional Ownership

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$48.98 +0.80 (+1.65%)
Closing price 03:58 PM Eastern
Extended Trading
$48.58 -0.41 (-0.84%)
As of 05:11 PM Eastern
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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)
$252.17M
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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
9/9/2026 Tidal Investments LLC8,769$384K0.0%+77.5%0.002%
9/9/2026 Integrated Wealth Concepts LLC9,922$434K0.0%+59.9%0.002%
9/9/2026 NewEdge Advisors LLC71,977$3.15M0.0%+8.1%0.017%
9/9/2026 IFP Advisors Inc2,801$123K0.0%-33.4%0.001%
9/8/2026 Waverly Advisors LLC250,869$10.98M0.1%-1.0%0.061%
9/8/2026 Empirical Finance LLC330,016$14.44M0.6%-25.4%0.080%
8/27/2026 Corient Private Wealth LP13,745$601K0.0%-38.3%0.003%
8/26/2026 HighTower Advisors LLC98,294$4.30M0.0%+14.2%0.024%
8/23/2026 HB Wealth Management LLC8,840$387K0.0%-11.1%0.002%
8/22/2026 Compass Financial Management LLC3,023$132K0.0%N/A0.001%
8/22/2026 Concurrent Investment Advisors LLC19,118$837K0.0%+9.8%0.005%
8/21/2026 Continuum Advisory LLC945$41K0.0%N/A0.000%
8/19/2026 Toth Financial Advisory Corp1,835$80K0.0%+209.4%0.000%
8/19/2026 Van ECK Associates Corp63,189$2.77M0.0%-18.3%0.015%
8/19/2026 Navellier & Associates Inc.18,111$793K0.1%+70.5%0.004%
8/12/2026 Compass Financial Management LLC3,023$132K0.0%N/A0.001%
8/6/2026 Bank of New York Mellon Corp13,390$586K0.0%N/A0.003%
7/25/2026 Terril Brothers Inc.402,969$17.63M4.5%-0.5%0.102%
7/24/2026 Avidian Wealth Enterprises LLC10,953$479K0.0%N/A0.003%
7/24/2026 D.A. Davidson & CO.74,339$3.25M0.0%+2.6%0.019%
7/24/2026 Catalyst Capital Advisors LLC406,912$17.81M0.3%+1.3%0.103%
7/23/2026 PFG Investments LLC29,201$1.28M0.0%-9.1%0.007%
7/23/2026 McElhenny Sheffield Capital Management LLC4,575$200K0.0%N/A0.001%
7/23/2026 Apollon Wealth Management LLC26,345$1.15M0.0%-12.9%0.007%
7/22/2026 Exchange Traded Concepts LLC224,453$9.82M0.0%-16.8%0.057%
7/21/2026 Novem Group15,843$693K0.1%+1.9%0.004%
7/21/2026 IFP Advisors Inc2,801$123K0.0%-33.4%0.001%
7/10/2026 Fiduciary Financial Group LLC11,042$483K0.1%+3.4%0.003%
7/8/2026 Evanson Financial LLC18,097$792K0.0%N/A0.005%
6/18/2026 Pacer Advisors Inc.42,874$1.77M0.0%-21.3%0.011%
6/3/2026 NewEdge Advisors LLC66,584$2.74M0.0%+12.9%0.017%
5/26/2026 Summit Financial Wealth Advisors LLC5,213$215K0.0%N/A0.001%
5/19/2026 Bank 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%
5/18/2026 Royal Bank of Canada241,086$9.93M0.0%+3.2%0.061%
5/18/2026 Recurrent Investment Advisors LLC1,134,758$46.72M2.8%-15.2%0.288%
5/18/2026 Empowered Funds LLC472,989$19.47M0.1%+99.8%0.120%
5/16/2026 Infrastructure Capital Advisors LLC1,234,879$50.84M3.5%+6.7%0.314%
5/16/2026 Glen Eagle Advisors LLC693$29K0.0%-26.5%0.000%
5/16/2026 BROOKFIELD Corp ON671,010$27.63M0.0%-1.5%0.170%
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5/16/2026 Castleark Management LLC13,390$551K0.0%-63.0%0.003%
5/15/2026 Berkley W R Corp1,266,970$52.16M2.8%+42.8%0.322%
5/15/2026 Waverly Advisors LLC253,319$10.43M0.1%-28.8%0.064%
5/15/2026 Empirical Finance LLC442,189$18.21M0.9%+86.8%0.112%
5/14/2026 Bollard Group LLC16,219$668K0.0%+2.1%0.004%
5/14/2026 Lido Advisors LLC15,887$654K0.0%N/A0.004%
5/14/2026 State of Wyoming1,718$71K0.0%-67.4%0.000%
5/13/2026 Cetera Investment Advisers104,295$4.29M0.0%+3.3%0.026%
5/13/2026 Militia Capital Management LLC200,250$8.24M1.8%N/A0.051%
5/13/2026 NewEdge Wealth LLC23,452$966K0.0%+74.3%0.006%
5/13/2026 First Trust Advisors LP902,585$37.16M0.0%+39.0%0.229%
5/7/2026 AlTi Global Inc.12,804$527K0.0%N/A0.003%
5/7/2026 Dimensional Fund Advisors LP11,964$493K0.0%-57.0%0.003%
5/6/2026 Jennison Associates LLC319,415$13.15M0.0%-14.8%0.081%
5/6/2026 Pavion Blue Capital LLC4,880$201K0.1%N/A0.001%
5/6/2026 Catalyst Capital Advisors LLC401,812$16.54M0.3%+8.6%0.102%
5/6/2026 Independent Financial Group LLC31,729$1.31M0.0%N/A0.008%
5/5/2026 Westover Capital Advisors LLC12,700$523K0.1%+64.9%0.003%
5/5/2026 D.A. Davidson & CO.72,449$2.98M0.0%+0.8%0.018%
5/5/2026 Bank of New York Mellon Corp13,380$551K0.0%+55.9%0.003%
5/5/2026 Geneos Wealth Management Inc.3,587$148K0.0%+126.0%0.001%
5/5/2026 Sanctuary Advisors LLC144,056$5.93M0.0%+4.5%0.037%
5/5/2026 Maryland State Retirement & Pension System217,674$8.96M0.2%-2.3%0.055%
5/4/2026 Chicago Partners Investment Group LLC22,008$901K0.0%+3.4%0.006%
5/1/2026 Kaizen Financial Strategies12,573$514K0.2%+7.3%0.003%
5/1/2026 Fifth Third Bancorp6,431$265K0.0%+592.2%0.002%
4/30/2026 Kestra Advisory Services LLC52,294$2.15M0.0%-8.1%0.013%
4/29/2026 Cvfg LLC21,730$895K0.1%N/A0.006%
4/29/2026 Resonant Capital Advisors LLC5,000$206K0.0%N/A0.001%
4/28/2026 CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT1,676,900$69.04M3.4%+8.8%0.426%
4/28/2026 Abel Hall LLC25,188$1.04M0.2%+147.2%0.006%
4/28/2026 Dividend Assets Capital LLC64,355$2.65M0.5%+4.6%0.016%
4/28/2026 Stephens Inc. AR205,453$8.50M0.1%+2.2%0.052%
4/27/2026 HB Wealth Management LLC9,939$409K0.0%+22.2%0.003%
4/27/2026 PFG Investments LLC32,110$1.32M0.1%+19.1%0.008%
4/27/2026 Private Advisor Group LLC9,480$390K0.0%+15.8%0.002%
4/25/2026 Keybank National Association OH33,177$1.37M0.0%-4.7%0.008%
4/23/2026 GraniteShares Advisors LLC61,211$2.52M1.8%-10.3%0.016%
4/23/2026 SageGuard Financial Group LLC44,344$1.83M0.3%-1.5%0.011%
4/23/2026 Apollon Wealth Management LLC30,259$1.25M0.0%-1.6%0.008%
4/23/2026 Pasadena Private Wealth LLC6,110$252K0.0%+5.2%0.002%
4/22/2026 Nicholas Wealth LLC.28,061$1.16M0.8%+10.9%0.007%
4/22/2026 Fort Washington Investment Advisors Inc. OH78,819$3.25M0.0%+45.3%0.020%
4/20/2026 Kestra Private Wealth Services LLC19,499$803K0.0%+6.3%0.005%
4/20/2026 Miller Howard Investments Inc. NY1,584,975$65.25M1.8%+6.3%0.403%
4/20/2026 Kercheville Advisors LLC19,300$795K0.3%+69.3%0.005%
4/17/2026 Stonebridge Financial Group LLC MO8,383$345K0.3%+13.7%0.002%
4/17/2026 Brookstone Capital Management12,800$527K0.0%+3.7%0.003%
4/16/2026 SG Americas Securities LLC11,219$462K0.0%-2.9%0.003%
4/16/2026 Diversified Trust Co16,251$669K0.0%-8.8%0.004%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

3/17/2026 Rockefeller Capital Management L.P.120,325$4.75M0.0%-2.4%0.031%
3/9/2026 Corient Private Wealth LLC14,933$590K0.0%-26.2%0.004%
2/24/2026 Pacer Advisors Inc.54,469$2.15M0.0%-4.2%0.014%
2/23/2026 Virtu Financial LLC35,571$1.41M0.1%+25.0%0.009%
2/19/2026 Invesco Ltd.23,703,599$936.29M0.1%-2.4%5.810%
2/19/2026 Corient Private Wealth LLC10,934$432K0.0%-46.0%0.003%
2/18/2026 Ameriflex Group Inc.3,943$156K0.1%N/A0.001%
2/18/2026 Beacon Pointe Advisors LLC36,140$1.43M0.0%+3.6%0.009%
2/18/2026 NewEdge Advisors LLC58,973$2.33M0.0%+6.1%0.014%
2/18/2026 Empowered 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 6,313,446 shares in the last 24 months. This volume of shares sold represents approximately $252.17M 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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