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 895 institutions that hold shares in the stock, with a total of 56.9 Million shares, which have been reported (via 13F filing form) to have a value of $8.67 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
2,650
shares
|
$401,448
0.03% of portfolio
|
Q2 2024
Reduced 14.76%
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jul 26, 2024 Q2 2024 |
2,645
shares
|
$400,691
0.66% of portfolio
|
Q2 2024
Reduced 41.22%
|
|
Affinity Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
2,636
shares
|
$399,327
0.56% of portfolio
|
Q2 2024
New holding
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
2,635
shares
|
$399,176
0.01% of portfolio
|
Q2 2024
Added 4.85%
|
|
Ballentine Partners, LLC
Waltham, MA |
Aug 06, 2024 Q2 2024 |
2,627
shares
|
$397,964
0.01% of portfolio
|
Q2 2024
Added 5.12%
|
|
Main Street Investment Advisors LLC
|
Aug 06, 2024 Q2 2024 |
2,618
shares
|
$396,600
0.09% of portfolio
|
Q2 2024
Added 4.59%
|
|
Inspire Investing, LLC
Meridian, ID |
Aug 12, 2024 Q2 2024 |
2,581
shares
|
$390,995
0.09% of portfolio
|
Q2 2024
Reduced 8.08%
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2024 Q2 2024 |
2,550
shares
|
$386,299
0.02% of portfolio
|
Q2 2024
Reduced 5.87%
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 12, 2024 Q2 2024 |
2,549
shares
|
$386,148
0.04% of portfolio
|
Q2 2024
Reduced 37.17%
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jul 30, 2024 Q2 2024 |
2,533
shares
|
$383,724
0.38% of portfolio
|
Q1 2024
New holding
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2024 Q2 2024 |
2,527
shares
|
$382,815
0.13% of portfolio
|
Q2 2024
Added 0.08%
|
|
Patten & Patten Inc
|
Aug 13, 2024 Q2 2024 |
2,507
shares
|
$379,785
0.05% of portfolio
|
Q4 2023
Reduced 15.22%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
2,501
shares
|
$378,876
0.05% of portfolio
|
Q2 2024
Added 17.92%
|
|
Taurus Asset Management, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
2,500
shares
|
$378,725
0.07% of portfolio
|
Q2 2021
New holding
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 12, 2024 Q2 2024 |
2,499
shares
|
$378,573
0.03% of portfolio
|
Q2 2024
Added 0.24%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
2,494
shares
|
$377,816
0.01% of portfolio
|
Q2 2024
Added 6.4%
|
|
Renasant Bank
|
Aug 09, 2024 Q2 2024 |
2,491
shares
|
$377,361
0.52% of portfolio
|
Q2 2024
Reduced 6.84%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
2,471
shares
|
$374,331
0.02% of portfolio
|
Q2 2024
Added 8.23%
|
|
Australian Super Pty LTD
|
Jul 26, 2024 Q2 2024 |
2,450
shares
|
$371,150
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wespac Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
2,440
shares
|
$369,635
0.56% of portfolio
|
Q2 2024
Reduced 18.42%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
2,413
shares
|
$365,545
0.02% of portfolio
|
Q1 2024
Added 2.03%
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
2,393
shares
|
$362,515
0.0% of portfolio
|
Q2 2024
Reduced 17.51%
|
|
Buttonwood Financial Advisors Inc.
|
Aug 08, 2024 Q2 2024 |
2,378
shares
|
$360,243
0.32% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
2,363
shares
|
$357,970
0.01% of portfolio
|
Q2 2024
Reduced 14.32%
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jul 30, 2024 Q2 2024 |
2,350
shares
|
$356,001
0.06% of portfolio
|
Q2 2024
New holding
|