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 |
---|---|---|---|---|---|
Jensen Investment Management Inc
Lake Oswego, OR |
Aug 05, 2024 Q2 2024 |
11,740
shares
|
$1.7 Million
0.03% of portfolio
|
Q2 2024
Reduced 11.99%
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Aug 14, 2024 Q2 2024 |
11,690
shares
|
$1.69 Million
0.02% of portfolio
|
Q2 2024
Added 60.69%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
11,660
shares
|
$1.68 Million
0.05% of portfolio
|
Q2 2024
Reduced 22.34%
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
11,595
shares
|
$1.68 Million
0.35% of portfolio
|
Q2 2024
Reduced 30.03%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
11,429
shares
|
$1.65 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
11,319
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
11,295
shares
|
$1.63 Million
0.15% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
Concord Wealth Partners
|
Jul 31, 2024 Q2 2024 |
11,272
shares
|
$1.63 Million
0.57% of portfolio
|
Q2 2024
Added 21.35%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,020
shares
|
$1.59 Million
0.1% of portfolio
|
Q1 2024
Reduced 30.69%
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
11,015
shares
|
$1.59 Million
0.2% of portfolio
|
Q3 2023
Reduced 2.0%
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2024 Q2 2024 |
10,893
shares
|
$1.57 Million
0.27% of portfolio
|
Q2 2024
New holding
|
|
Twin Capital Management Inc
|
Aug 13, 2024 Q2 2024 |
10,878
shares
|
$1.57 Million
0.37% of portfolio
|
Q2 2024
Added 3.98%
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
10,704
shares
|
$1.55 Million
0.06% of portfolio
|
Q2 2024
Added 44.98%
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2024 Q2 2024 |
10,687
shares
|
$1.54 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
10,604
shares
|
$1.53 Million
0.05% of portfolio
|
Q2 2024
Added 14426.03%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
10,543
shares
|
$1.52 Million
0.14% of portfolio
|
Q2 2024
Reduced 26.71%
|
|
Banque Cantonale Vaudoise
|
Jul 31, 2024 Q2 2024 |
10,531
shares
|
$1.52 Million
0.12% of portfolio
|
Q2 2024
Added 1606.81%
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 31, 2024 Q2 2024 |
10,489
shares
|
$1.52 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
10,476
shares
|
$1.51 Million
0.05% of portfolio
|
Q2 2023
New holding
|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2024 Q2 2024 |
10,430
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2024
Reduced 5.08%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
10,331
shares
|
$1.49 Million
0.05% of portfolio
|
Q2 2024
Added 217.88%
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
10,184
shares
|
$1.47 Million
0.05% of portfolio
|
Q2 2024
Reduced 10.08%
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 14, 2024 Q2 2024 |
10,040
shares
|
$1.45 Million
0.06% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
10,026
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 09, 2024 Q2 2024 |
9,785
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.12%
|