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 894 institutions that hold shares in the stock, with a total of 56.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.21 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hennessy Advisors Inc
Novato, CA |
Jul 23, 2024 Q2 2024 |
13,400
shares
|
$1.94 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
Oregon Public Employees Retirement Fund
|
Aug 01, 2024 Q2 2024 |
13,323
shares
|
$1.93 Million
0.08% of portfolio
|
Q2 2024
Reduced 16.01%
|
|
Xponance, Inc.
|
Aug 14, 2024 Q2 2024 |
13,290
shares
|
$1.92 Million
0.04% of portfolio
|
Q2 2024
Added 18.53%
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 26, 2024 Q2 2024 |
13,192
shares
|
$1.91 Million
0.45% of portfolio
|
Q2 2024
Reduced 47.98%
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
13,076
shares
|
$1.89 Million
0.09% of portfolio
|
Q2 2024
Added 0.04%
|
|
New Mexico Educational Retirement Board
|
Aug 06, 2024 Q2 2024 |
13,000
shares
|
$1.88 Million
0.13% of portfolio
|
Q2 2024
Reduced 4.41%
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 30, 2024 Q2 2024 |
12,960
shares
|
$1.87 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Aug 08, 2024 Q2 2024 |
12,956
shares
|
$1.87 Million
0.46% of portfolio
|
Q2 2024
Reduced 6.03%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
12,811
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2024
Reduced 54.37%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
12,786
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2024
Added 6.15%
|
|
Macquarie Group LTD
Australia, C3 |
Aug 09, 2024 Q2 2024 |
12,745
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2024
Added 2.95%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
12,673
shares
|
$1.83 Million
0.01% of portfolio
|
Q2 2024
Added 1.01%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
12,655
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2024
Added 4.62%
|
|
Promethos Capital, LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
12,594
shares
|
$1.82 Million
1.35% of portfolio
|
Q2 2024
Added 114.4%
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Aug 02, 2024 Q2 2024 |
12,553
shares
|
$1.81 Million
0.77% of portfolio
|
Q2 2024
Added 2.98%
|
|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
12,547
shares
|
$1.81 Million
0.04% of portfolio
|
Q2 2024
Added 10.23%
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2024 Q2 2024 |
12,372
shares
|
$1.79 Million
1.07% of portfolio
|
Q2 2024
Added 290.41%
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 08, 2024 Q2 2024 |
12,180
shares
|
$1.76 Million
0.07% of portfolio
|
Q2 2024
Reduced 24.98%
|
|
Insight Inv LLC
El Segundo, CA |
Aug 07, 2024 Q2 2024 |
12,063
shares
|
$1.74 Million
2.96% of portfolio
|
Q2 2024
Reduced 7.74%
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Aug 13, 2024 Q2 2024 |
12,000
shares
|
$1.73 Million
1.9% of portfolio
|
Q3 2023
New holding
|
|
Ifm Investors Pty LTD
|
Aug 14, 2024 Q2 2024 |
11,991
shares
|
$1.73 Million
0.03% of portfolio
|
Q2 2024
Added 1.84%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
11,882
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.47%
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2024 Q2 2024 |
11,875
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
11,867
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2024
Reduced 22.67%
|
|
Martin Capital Advisors, LLP
|
Jul 30, 2024 Q2 2024 |
11,824
shares
|
$1.71 Million
2.5% of portfolio
|
Q2 2024
Added 0.03%
|