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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
8,728
shares
|
$1.64 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
8,703
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2024
Added 76.07%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
8,683
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Added 103.02%
|
|
|
Iii Capital Management
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
8,600
shares
|
$1.61 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
8,583
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2024
Added 74.17%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,538
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 92.95%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
8,434
shares
|
$1.58 Million
0.14% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,063
shares
|
$1.51 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
8,060
shares
|
$1.51 Million
0.96% of portfolio
|
Q2 2022
Added 6.95%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
8,041
shares
|
$1.51 Million
0.26% of portfolio
|
Q3 2024
Added 110.61%
|
|
|
Lrt Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
8,033
shares
|
$1.51 Million
1.18% of portfolio
|
Q3 2024
Added 105.4%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
7,996
shares
|
$1.5 Million
0.24% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
7,882
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Added 97.25%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,622
shares
|
$1.43 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Polianta LTD
|
Oct 11, 2024 Q3 2024 |
7,600
shares
|
$1.43 Million
0.55% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
7,536
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Added 186.0%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
7,495
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2024
Added 127.74%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
7,464
shares
|
$1.4 Million
0.14% of portfolio
|
Q3 2024
Added 99.15%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
7,463
shares
|
$1.4 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,461
shares
|
$1.4 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
7,408
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2023
Reduced 5.51%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
7,389
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Added 94.6%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
7,267
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Added 46.13%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
7,169
shares
|
$1.35 Million
0.33% of portfolio
|
Q3 2024
Added 100.08%
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
7,084
shares
|
$1.33 Million
0.47% of portfolio
|
Q3 2024
Added 98.82%
|