Institutional Ownership Williams Sonoma Inc (WSM)
This table provides information about the institutional ownership of Williams Sonoma Inc (WSM). We have compiled data on the 907 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
27,453
shares
|
$5.15 Million
0.07% of portfolio
|
Q3 2024
Added 111.83%
|
|
|
Boulder Hill Capital Management LP
New York, NY |
Nov 12, 2024 Q3 2024 |
27,040
shares
|
$5.07 Million
3.17% of portfolio
|
Q3 2024
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
27,023
shares
|
$5.07 Million
0.36% of portfolio
|
Q2 2022
Reduced 1.79%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
27,012
shares
|
$5.07 Million
0.09% of portfolio
|
Q3 2024
Added 106.58%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
26,602
shares
|
$4.99 Million
0.04% of portfolio
|
Q3 2024
Added 100.17%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
26,511
shares
|
$4.97 Million
0.05% of portfolio
|
Q3 2024
Added 147.67%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
26,400
shares
|
$4.95 Million
0.23% of portfolio
|
Q3 2024
Added 88.57%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
26,192
shares
|
$4.91 Million
0.08% of portfolio
|
Q3 2024
Added 96.59%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
26,128
shares
|
$4.9 Million
0.91% of portfolio
|
Q3 2024
Added 129.72%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 15, 2024 Q3 2024 |
26,100
shares
|
$4.9 Million
0.13% of portfolio
|
Q3 2024
Added 94.78%
|
|
|
New Mexico Educational Retirement Board
|
Nov 12, 2024 Q3 2024 |
26,000
shares
|
$4.88 Million
0.14% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
25,997
shares
|
$4.88 Million
0.8% of portfolio
|
Q3 2024
Added 107.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
25,865
shares
|
$4.85 Million
0.01% of portfolio
|
Q3 2024
Added 101.9%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
25,812
shares
|
$4.84 Million
0.47% of portfolio
|
Q3 2024
Added 99.23%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
25,636
shares
|
$4.81 Million
0.01% of portfolio
|
Q3 2024
Added 102.29%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
25,119
shares
|
$4.71 Million
1.01% of portfolio
|
Q3 2024
Added 76.88%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
25,105
shares
|
$4.71 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Promethos Capital, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
25,078
shares
|
$4.71 Million
1.38% of portfolio
|
Q3 2024
Added 99.13%
|
|
|
Ifm Investors Pty LTD
|
Oct 22, 2024 Q3 2024 |
24,595
shares
|
$4.61 Million
0.04% of portfolio
|
Q3 2024
Added 105.11%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
24,469
shares
|
$4.59 Million
0.64% of portfolio
|
Q3 2024
Added 117.08%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
24,360
shares
|
$4.57 Million
0.07% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
24,060
shares
|
$4.51 Million
0.05% of portfolio
|
Q3 2024
Added 106.35%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
24,000
shares
|
$4.5 Million
1.94% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Martin Capital Advisors, LLP
|
Oct 11, 2024 Q3 2024 |
23,792
shares
|
$4.46 Million
2.63% of portfolio
|
Q3 2024
Added 101.22%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
23,729
shares
|
$4.45 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.45%
|