Jefferies Group's WMB Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 130,557 shares of The Williams Companies, Inc. (WMB) worth $7.85 M, representing 0.04% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in WMB, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 418,865 shares. Largest reduction occurred in Q3 2025, reducing 588,201 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's The Williams Companies (WMB) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Williams Companies (WMB) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +500 | New Buy | 500 | $32.92 |
| Q1 2023 | +17,508 | Add 3501.60% | 18,008 | $29.86 |
| Q2 2023 | -18,008 | Sold Out | 0 | $0.00 |
| Q3 2023 | +12,735 | New Buy | 12,735 | $33.69 |
| Q4 2023 | +43,265 | Add 339.73% | 56,000 | $34.83 |
| Q1 2024 | -26,000 | Reduce 46.43% | 30,000 | $38.97 |
| Q2 2024 | -21,849 | Reduce 72.83% | 8,151 | $42.50 |
| Q3 2024 | -8,151 | Sold Out | 0 | $0.00 |
| Q4 2024 | +61,507 | New Buy | 61,507 | $54.12 |
| Q1 2025 | +418,865 | Add 681.00% | 480,372 | $59.76 |
| Q2 2025 | +107,829 | Add 22.45% | 588,201 | $62.81 |
| Q3 2025 | -588,201 | Sold Out | 0 | $0.00 |
| Q4 2025 | +130,557 | New Buy | 130,557 | $60.11 |
Jefferies Group's The Williams Companies Investment FAQs
Jefferies Group first purchased The Williams Companies, Inc. (WMB) in Q4 2022, acquiring 500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held The Williams Companies, Inc. (WMB) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to The Williams Companies, Inc. (WMB) was in Q1 2025, adding 480,372 shares worth $28.71 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 130,557 shares of The Williams Companies, Inc. (WMB), valued at approximately $7.85 M.
As of the Q4 2025 filing, The Williams Companies, Inc. (WMB) represents approximately 0.04% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in The Williams Companies, Inc. (WMB) was 588,201 shares, as reported at the end of Q2 2025.