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 1,018 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
4,733
shares
|
$845,361
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,696
shares
|
$838,752
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
4,695
shares
|
$838,573
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
4,594
shares
|
$820,534
0.02% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
4,587
shares
|
$819,284
0.03% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,570
shares
|
$816,247
0.02% of portfolio
|
Q3 2024
Added 54.86%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
4,565
shares
|
$815,354
0.2% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
4,479
shares
|
$799,994
0.03% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
4,477
shares
|
$799,636
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Counterpoint Mutual Funds LLC
|
Jul 14, 2025 Q2 2025 |
4,472
shares
|
$798,743
0.07% of portfolio
|
Q2 2025
Added 193.82%
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
4,470
shares
|
$798,386
0.0% of portfolio
|
Q1 2025
Reduced 26.69%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
4,461
shares
|
$796,779
0.01% of portfolio
|
Q2 2025
Reduced 41.73%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
4,422
shares
|
$789,813
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
4,418
shares
|
$789,098
0.02% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
4,418
shares
|
$789,098
0.03% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
4,394
shares
|
$784,812
0.61% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
4,382
shares
|
$782,669
0.33% of portfolio
|
Q1 2025
Reduced 56.2%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
4,371
shares
|
$780,704
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
4,366
shares
|
$779,811
0.01% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
4,233
shares
|
$756,056
0.01% of portfolio
|
Q2 2025
Added 217.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,222
shares
|
$754,091
0.02% of portfolio
|
Q2 2020
Added 286.06%
|
|
|
Mc Broom & Associates, LLC
|
Apr 16, 2025 Q1 2025 |
4,177
shares
|
$746,053
0.39% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Pinnacle Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
4,141
shares
|
$739,624
1.12% of portfolio
|
Q1 2025
New holding
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
4,102
shares
|
$732,658
0.87% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
4,040
shares
|
$721,584
0.02% of portfolio
|
Q2 2025
Added 27.89%
|