Western Midstream Partners, LP 13F holders
372 funds reported a position in Western Midstream Partners, LP in their 13F for the quarter ended 30 June 2026, together 178.0 million shares worth $7.79 billion. Against the quarter before, 38 opened a position, 110 added, 95 trimmed and 16 sold out; together they bought a net 12.9 million shares. The largest holders: Alps Advisors Inc., Invesco Ltd. and Morgan Stanley.
Funds holding372+27 on Q1 2026
Shares they held178.0Mworth $7.79 billion
Net bought on the quarter12.9M sharesabout $564.6 million at the funds' values
Funds buying to selling148 to 111opened or added, to cut or sold
Opened 38Added 110Held 122Trimmed 95Sold out 16
What each fund did in WES against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in WES in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 81 reported a position in Western Midstream Partners, LP: 4 opened one, 24 added, 15 trimmed and 5 sold out, a net 117,910 shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 2 reported a position in Western Midstream Partners, LP in a 13F for the quarter ended 30 June 2026. The largest: Citadel Advisors, 304,274 shares worth $13.3 million, 0.0% of its reported book. New this quarter: Citadel Advisors. In the quarter, 2 funds added or opened a position and 0 trimmed or sold out; together they bought a net 304,474 shares, about $13.3 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Citadel Advisors | 304,274 | $13.3 million | 0.0% | +304,274 | new | 30 June 2026 | 13F |
| FMR LLC | 39,236 | $1.7 million | 0.0% | +200 | added | 30 June 2026 | 13F |
Value is what the fund reported.
Read more
Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Alps Advisors Inc. | 36,629,600 | 20.58% | $1.60 billion | 7.51% | -2,007,754 | 13F |
| Invesco Ltd. | 24,122,314 | 13.55% | $1.06 billion | 0.08% | +74,729 | 13F |
| Morgan Stanley | 21,230,903 | 11.93% | $929.1 million | 0.05% | +16,680,538 | 13F |
| Blackstone Inc. | 10,367,520 | 5.83% | $453.7 million | 1.24% | +1,612,098 | 13F |
| Mirae Asset Global ETFS Holdings Ltd. | 8,637,568 | 4.85% | $378.0 million | 0.45% | -232,248 | 13F |
| Goldman Sachs Group Inc. | 8,527,559 | 4.79% | $373.2 million | 0.04% | -230,953 | 13F |
| Tortoise Capital Advisors, L.l.c. | 6,506,154 | 3.66% | $284.7 million | 2.89% | -2,273,474 | 13F |
| Neuberger Berman Group LLC | 6,190,369 | 3.48% | $270.9 million | 0.18% | -93,341 | 13F |
| Chickasaw Capital Management LLC | 5,507,654 | 3.09% | $241.0 million | 8.67% | -69,371 | 13F |
| Kayne Anderson Capital Advisors LP | 3,928,197 | 2.21% | $171.9 million | 3.37% | +10,106 | 13F |
| UBS Group AG | 3,567,482 | 2.00% | $156.1 million | 0.03% | -154,756 | 13F |
| Clearbridge Investments, LLC | 2,711,343 | 1.52% | $118.6 million | 0.10% | +87,400 | 13F |
| Westwood Holdings Group Inc. | 2,183,188 | 1.23% | $95.5 million | 0.72% | +40,255 | 13F |
| BNP Paribas Financial Markets | 1,992,817 | 1.12% | $87.2 million | 0.05% | -114,273 | 13F |
| Miller Howard Investments Inc. | 1,648,942 | 0.93% | $72.2 million | 1.92% | +63,967 | 13F |
| Ing Groep NV | 1,587,500 | 0.89% | $69.5 million | 0.34% | no change | 13F |
| Fractal Investments LLC | 1,524,646 | 0.86% | $66.7 million | 7.70% | -53,160 | 13F |
| Bank of America Corp. | 1,366,602 | 0.77% | $59.8 million | 0.00% | +238,318 | 13F |
| Barclays PLC | 1,336,050 | 0.75% | $58.5 million | 0.02% | +274,140 | 13F |
| Berkley W R Corp. | 1,266,970 | 0.71% | $55.4 million | 2.72% | no change | 13F |
| Cushing Asset Management, LP dba NXG Investment Management | 1,259,900 | 0.71% | $55.1 million | 2.47% | -417,000 | 13F |
| Infrastructure Capital Advisors, LLC | 1,217,182 | 0.68% | $53.3 million | 4.16% | -17,697 | 13F |
| Recurrent Investment Advisors LLC | 1,133,291 | 0.64% | $49.6 million | 3.08% | -1,467 | 13F |
| Eagle Global Advisors LLC | 1,041,420 | 0.59% | $45.6 million | 1.51% | -22,500 | 13F |
| Stifel Financial Corp. | 975,975 | 0.55% | $42.7 million | 0.04% | -7,969 | 13F |
| JPMorgan Chase & Co. | 980,558 | 0.55% | $42.5 million | 0.00% | -509,936 | 13F |
| Longfellow Investment Management Co. LLC | 914,525 | 0.51% | $40.0 million | 8.18% | no change | 13F |
| Wells Fargo & Company | 862,254 | 0.48% | $37.7 million | 0.01% | +23,699 | 13F |
| First Trust Advisors LP | 757,171 | 0.43% | $33.1 million | 0.02% | -145,414 | 13F |
| HRT Financial LP | 747,937 | 0.42% | $32.7 million | 0.06% | +344,624 | 13F |
| Brookfield Corp | 731,378 | 0.41% | $32.0 million | 0.04% | +60,368 | 13F |
| Natixis | 657,600 | 0.37% | $28.8 million | 0.14% | -11,500 | 13F |
| CIBC Bancorp USA Inc. | 645,168 | 0.36% | $28.2 million | 0.04% | -426,970 | 13F |
| Texas Yale Capital Corp. | 638,096 | 0.36% | $27.9 million | 0.61% | +5,275 | 13F |
| Raymond James Financial Inc. | 566,167 | 0.32% | $24.8 million | 0.01% | +10,440 | 13F |
| Allianz Asset Management GmbH | 443,487 | 0.25% | $19.4 million | 0.02% | no change | 13F |
| Catalyst Capital Advisors LLC | 406,912 | 0.23% | $17.8 million | 0.29% | +5,100 | 13F |
| Terril Brothers, Inc. | 402,969 | 0.23% | $17.6 million | 4.55% | -2,220 | 13F |
| Adams Asset Advisors, LLC | 374,823 | 0.21% | $16.4 million | 1.86% | +32,718 | 13F |
| Empowered Funds, LLC | 362,716 | 0.20% | $15.9 million | 0.08% | -110,273 | 13F |
| RR Advisors, LLC | 356,123 | 0.20% | $15.6 million | 4.51% | +171,810 | 13F |
| Empirical Finance, LLC | 330,016 | 0.19% | $14.4 million | 0.60% | -112,173 | 13F |
| LPL Financial LLC | 325,656 | 0.18% | $14.3 million | 0.00% | +25,732 | 13F |
| Jennison Associates LLC | 313,367 | 0.18% | $13.7 million | 0.01% | -6,048 | 13F |
| Citadel Advisors LLC | 304,274 | 0.17% | $13.3 million | 0.01% | new | 13F |
| Knollwood Investment Advisory, LLC | 301,032 | 0.17% | $13.2 million | 1.17% | no change | 13F |
| Susquehanna Portfolio Strategies, LLC | 287,825 | 0.16% | $12.6 million | 0.20% | -780 | 13F |
| Sovereign Investment Advisors, LLC | 274,479 | 0.15% | $12.0 million | 2.25% | no change | 13F |
| Slotnik Capital, LLC | 262,614 | 0.15% | $11.5 million | 3.20% | no change | 13F |
| Waverly Advisors, LLC | 250,869 | 0.14% | $11.0 million | 0.06% | -2,450 | 13F |
The 50 largest of the 372 funds that reported a position in WES in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read more
Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on WES
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 374,000 | $16.4 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 200,900 | $8.8 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read more
They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 7 October 2026 | 13G/A | ALPS Advisors, Inc. and 3 others | 37.4 million | 9.0% | 30 September 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 9 July 2026 | 13G/A | ALPS Advisors, Inc. and 3 others | 36.6 million | 8.9% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 8 April 2026 | 13G/A | ALPS Advisors, Inc. and 3 others | 38.6 million | 9.8% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 5 February 2026 | 13D/A | Occidental Petroleum Corporation and 10 others | 150.4 million | 38.3% | 3 February 2026 | EDGAR | |
| 21 January 2026 | 13D/A | Occidental Petroleum Corporation and 10 others | 165.7 million | 40.6% | 16 January 2026 | Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following: January 2026 Unit Redemption Agreement On January 16, 2026, the Issuer entered into a Unit Redemption Agreement with WGRI and the other parties thereto ( | EDGAR |
| 6 January 2026 | 13G/A | ALPS Advisors, Inc. and 3 others | 35.1 million | 8.6% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read more
Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 25 September 2026 | 480 | $45.35 | SEC |
| 21 September 2026 | 2,114 | $47.29 | SEC |
| 15 September 2026 | 3 | $47.88 | SEC |
| 14 September 2026 | 70 | $49.03 | SEC |
| 8 September 2026 | 3,400 | $49.54 | SEC |
| 3 September 2026 | 5 | $48.96 | SEC |
| 26 August 2026 | 1 | $47.94 | SEC |
| 20 August 2026 | 800 | $49.01 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.