Western Midstream Partners LWES

13F holders, Q1 2024 (March 31)
215holders
2famous investors
$35.26avg. 13F price*

At the end of Q1 2024, 215 institutions reported holding Western Midstream Partners L (WES) in their 13F filings. The largest holders were Alps Advisors Inc. ($1.1B), Invesco Ltd. ($831.0M) and Blackstone Inc. ($461.5M). 2 famous investors held it, including George Soros (0.1% of Soros Fund Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Western Midstream Partners L
CUSIP
958669103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 215Q1 2024Q2 2024: 253Q2 2024Q3 2024: 272Q3 2024Q4 2024: 273Q4 2024Q1 2025: 278Q1 2025Q2 2025: 280Q2 2025Q3 2025: 287Q3 2025Q4 2025: 328Q4 2025Q1 2026: 345Q1 2026Q2 2026: 371Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions33$15.4M
Exits12$16.9M

Ownership 215 holders

Alps Advisors Inc. 7.59% Reduce -6.7% 30,144,527 $1.1B
Invesco Ltd. 0.18% Add +0.1% 23,374,407 $831.0M
Blackstone Inc. 1.99% Add +2.0% 12,980,724 $461.5M
Goldman Sachs Group Inc. 0.07% Reduce -19.5% 8,967,713 $318.8M
Tortoise Capital Advisors, L.L.C. 4.26% Reduce -9.2% 8,587,461 $305.3M
Neuberger Berman Group LLC 0.21% Reduce -9.1% 6,976,201 $248.0M
Chickasaw Capital Management LLC 11.33% Reduce -8.9% 6,673,747 $237.3M
Clearbridge Investments, LLC 0.14% Reduce -1.2% 4,854,235 $172.6M
Kayne Anderson Capital Advisors LP 4.19% Add +27.4% 4,165,829 $148.1M
Mirae Asset Global Investments Co., Ltd. 0.25% Reduce -29.1% 4,454,585 $113.2M
UBS Group AG 0.04% Add +40.1% 3,098,674 $110.2M
Brookfield Corp 0.62% Add +2.7% 2,953,510 $105.0M
JPMorgan Chase & Co. 0.01% Reduce -37.1% 2,822,564 $100.3M
Morgan Stanley 0.01% Add +48.7% 2,792,330 $99.3M
Jennison Associates LLC 0.05% Add +96.0% 1,928,179 $68.5M
Westwood Holdings Group Inc. 0.51% Add +1.4% 1,809,814 $64.3M
Bank of America Corp. 0.01% Add +42.1% 1,662,809 $59.1M
Berkley W R Corp. 3.56% No change 1,603,275 $57.0M
Eagle Global Advisors LLC 3.10% Reduce -21.3% 1,547,868 $55.0M
Infrastructure Capital Advisors, LLC 8.73% Add +2.6% 1,539,089 $54.7M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 4.44% Reduce -1.0% 1,476,270 $52.5M
Barclays PLC 0.02% Add +19.3% 1,437,919 $51.1M
Miller Howard Investments Inc. 1.65% Add +3.2% 1,418,703 $50.4M
Fractal Investments LLC 8.98% No change 1,390,561 $49.4M
Recurrent Investment Advisors LLC 5.34% Reduce -7.6% 1,296,155 $46.1M
Wells Fargo & Company 0.01% Reduce -14.3% 1,079,678 $38.4M
Allianz Asset Management GmbH 0.06% Add +42.7% 1,010,634 $35.9M
CIBC Private Wealth Group LLC 0.07% Reduce -41.6% 956,377 $34.0M
First Trust Advisors LP 0.02% Reduce -22.8% 656,193 $23.3M
Longfellow Investment Management Co. LLC 4.22% No change 524,705 $18.7M
RR Advisors, LLC 4.52% Reduce -81.3% 480,000 $17.1M
Nomura Holdings Inc. 0.14% Add +74.1% 470,000 $16.7M
BNP Paribas Financial Markets 0.02% Add +174.3% 417,302 $14.8M
Raymond James Financial Services Advisors, Inc. 0.02% Add +1.9% 386,517 $13.7M
Texas Yale Capital Corp. 0.56% Add +8.6% 355,847 $12.7M
Citadel Advisors 0.01% Add +1911.0% 350,175 $12.4M
Adams Asset Advisors, LLC 1.57% No change 331,383 $11.8M
Catalyst Capital Advisors LLC 0.28% Add +5.5% 328,920 $11.7M
NBW Capital LLC 2.34% Reduce -0.0% 321,932 $11.4M
Knollwood Investment Advisory, LLC 1.93% No change 301,032 $10.7M
HRT Financial LP 0.06% Add +78.1% 280,774 $10.0M
Sovereign Investment Advisors, LLC 3.37% No change 274,479 $9.8M
Susquehanna Portfolio Strategies, LLC 0.22% No change 268,494 $9.5M
Terril Brothers, Inc. 3.03% Add +11.6% 247,142 $8.8M
Deutsche Bank AG 0.00% Add +1.6% 245,860 $8.7M
Heronetta Management, L.P. 5.23% No change 227,673 $8.1M
Exchange Traded Concepts, LLC 0.18% Reduce -21.3% 196,959 $7.0M
Tortoise Index Solutions, LLC 1.41% Reduce -21.6% 196,775 $7.0M
Royal Bank of Canada 0.00% Reduce -2.2% 188,351 $6.7M
Evergreen Capital Management LLC 0.25% Add +64.2% 183,638 $6.5M
Spirit of America Management Corp. 1.30% Reduce -0.3% 180,850 $6.4M
Envestnet Asset Management Inc. 0.00% Reduce -3.5% 158,425 $5.6M
Cibc World Market Inc. 0.01% No change 156,600 $5.6M
Maryland State Retirement & Pension System 0.11% Add +1.6% 162,128 $5.6M
Castleark Management LLC 0.21% Add +13.1% 143,450 $5.1M
Americana Partners, LLC 0.41% Reduce -2.6% 139,515 $5.0M
Nexpoint Asset Management, L.P. 0.77% No change 139,050 $4.9M
Tectonic Advisors LLC 0.34% Add +2.0% 127,095 $4.5M
Hennessy Advisors Inc. 0.18% No change 120,700 $4.3M
Jane Street Group, LLC 0.01% Reduce -4.9% 110,587 $3.9M
Lavaca Capital LLC 2.34% No change 108,000 $3.8M
FMR LLC 0.00% Add +22.5% 100,392 $3.6M
U.S. Capital Wealth Advisors, LLC 0.14% Reduce -9.1% 99,496 $3.5M
LPL Financial LLC 0.00% Add +23.6% 98,200 $3.5M
Citigroup Inc. 0.00% Add +237.6% 98,115 $3.5M
Soros Fund Management 0.13% No change 94,550 $3.4M
Glenmede Trust Co. NA 0.02% Reduce -1.0% 90,908 $3.2M
Mariner, LLC 0.01% Reduce -6.1% 87,820 $3.1M
Raymond James & Associates 0.00% Reduce -23.1% 79,811 $2.8M
HighTower Advisors, LLC 0.00% Add +63.1% 78,884 $2.8M
Advisors Asset Management, Inc. 0.05% Reduce -10.7% 73,963 $2.6M
Lonestar Capital Management LLC 2.58% No change 70,000 $2.5M
Chilton Capital Management LLC 0.11% Reduce -7.9% 67,320 $2.4M
BlackRock Inc. 0.00% Reduce -6.2% 65,487 $2.3M
Stifel Financial Corp. 0.00% Reduce -2.6% 64,207 $2.3M
Institutional & Family Asset Management, LLC 0.35% Reduce -4.8% 62,472 $2.2M
Captrust Financial Advisors 0.01% Reduce -73.2% 61,443 $2.2M
Dividend Assets Capital, LLC 0.45% Reduce -15.4% 60,498 $2.2M
GraniteShares Advisors LLC 1.12% Add +14.6% 59,574 $2.1M
ELCO Management Co., LLC 1.28% Reduce -0.4% 58,935 $2.1M
Gsa Capital Partners LLP 0.16% New 55,329 $2.0M
Arkadios Wealth Advisors 0.14% No change 50,000 $1.8M
Cary Street Partners Investment Advisory LLC 0.07% New 48,455 $1.7M
Albert D Mason Inc. 1.07% Add +1.0% 48,427 $1.7M
Quantum Portfolio Management LLC 0.89% New 43,848 $1.6M
Mirabella Financial Services LLP 0.11% New 43,440 $1.5M
Basso Capital Management, L.P. 1.38% No change 41,150 $1.5M
Stephens Inc. 0.02% Reduce -2.4% 40,915 $1.5M
Pacer Advisors, Inc. 0.00% Add +21.9% 40,904 $1.5M
Parkwood LLC 0.14% Reduce -7.4% 38,636 $1.4M
Silvercrest Asset Management Group LLC 0.01% Add +0.0% 38,065 $1.4M
Rockefeller Capital Management L.P. 0.00% Add +1.0% 37,717 $1.3M
Lindbrook Capital, LLC 0.12% Reduce -1.1% 37,417 $1.3M
Keybank National Association 0.01% No change 36,243 $1.3M
Aveo Capital Partners, LLC 0.14% Reduce -8.7% 36,095 $1.3M
Janney Montgomery Scott LLC 0.00% Add +177.3% 34,043 $1.2M
Pathstone Holdings, LLC 0.01% Add +0.2% 33,397 $1.2M
Requisite Capital Management, LLC 0.26% No change 33,235 $1.2M
Oppenheimer Asset Management Inc. 0.02% Reduce -10.3% 30,205 $1.1M
Cerity Partners LLC 0.00% New 29,619 $1.1M

"% of holder's portfolio" is WES's weight in each manager's 13F, not the share of Western Midstream Partners L the manager owns.

Show all 215 holders