# Williams Companies (WMB): value investors who own it

4 value investors held Williams Companies in their Q3 2026 13F, led by AKO Capital, Horizon Kinetics, Dodge & Cox, First Eagle Investment Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| AKO Capital | 2.6% | $110m | Trimmed -16% | 2 |
| Horizon Kinetics | 0.1% | $9.6m | Trimmed -7.0% | 30 |
| Dodge & Cox | 0.0% | $70.2m | Trimmed -2.3% | 25 |
| First Eagle Investment Management | 0.0% | $315k | Trimmed -2.4% | 19 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-01 | Wilson Terrance Lane | SVP & General Counsel | Sold | 2000 | $136k |
| 2026-09-01 | Wilson Terrance Lane | SVP & General Counsel | Sold | 2000 | $151k |
| 2026-08-14 | Wilson Terrance Lane | SVP & General Counsel | Sold | 10200 | $764k |
| 2026-08-14 | Wilson Terrance Lane | SVP & General Counsel | Sold | 2800 | $210k |
| 2026-08-03 | Wilson Terrance Lane | SVP & General Counsel | Sold | 2000 | $141k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/wmb). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.