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 56.9 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 |
---|---|---|---|---|---|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2024 Q2 2024 |
1,946
shares
|
$296,259
0.1% of portfolio
|
Q2 2024
Reduced 8.64%
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
1,921
shares
|
$292,453
0.05% of portfolio
|
Q3 2024
Added 103.93%
|
|
Wendell David Associates Inc
|
Jul 22, 2024 Q2 2024 |
1,913
shares
|
$291,235
0.06% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
1,900
shares
|
$289,256
0.05% of portfolio
|
Q2 2024
New holding
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
1,893
shares
|
$288,190
0.01% of portfolio
|
Q2 2024
Added 119.61%
|
|
Bailard, Inc.
|
Jul 25, 2024 Q2 2024 |
1,871
shares
|
$284,841
0.01% of portfolio
|
Q1 2024
New holding
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,865
shares
|
$283,927
0.01% of portfolio
|
Q2 2022
Added 4.25%
|
|
Profund Advisors LLC
|
Aug 13, 2024 Q2 2024 |
1,864
shares
|
$283,775
0.02% of portfolio
|
Q2 2024
Reduced 26.5%
|
|
Fulcrum Capital LLC
|
Jul 22, 2024 Q2 2024 |
1,860
shares
|
$283,166
0.12% of portfolio
|
Q4 2023
New holding
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
1,854
shares
|
$282,252
0.02% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
1,846
shares
|
$281,035
0.01% of portfolio
|
Q2 2024
Reduced 76.71%
|
|
Mount Yale Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
1,827
shares
|
$278,142
0.04% of portfolio
|
Q2 2024
Added 1.11%
|
|
Hantz Financial Services, Inc.
|
Jul 30, 2024 Q2 2024 |
1,825
shares
|
$277,838
0.01% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 09, 2024 Q2 2024 |
1,816
shares
|
$276,467
0.23% of portfolio
|
Q2 2024
Added 85.88%
|
|
Vaughan David Investments LLC
Peoria, IL |
Aug 07, 2024 Q2 2024 |
1,800
shares
|
$274,032
0.01% of portfolio
|
Q3 2022
New holding
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
1,795
shares
|
$273,270
0.01% of portfolio
|
Q2 2024
Reduced 8.32%
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 01, 2024 Q2 2024 |
1,787
shares
|
$272,052
0.0% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
Veriti Management LLC
|
Aug 02, 2024 Q2 2024 |
1,785
shares
|
$271,748
0.03% of portfolio
|
Q2 2024
Added 31.15%
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
1,784
shares
|
$271,596
0.04% of portfolio
|
Q2 2024
Added 50.68%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,781
shares
|
$271,139
0.01% of portfolio
|
Q2 2024
Added 89.07%
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2024 Q2 2024 |
1,772
shares
|
$269,769
0.0% of portfolio
|
Q2 2024
Reduced 22.01%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
1,768
shares
|
$269,160
0.01% of portfolio
|
Q4 2023
New holding
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2024 Q2 2024 |
1,754
shares
|
$267,028
0.05% of portfolio
|
Q2 2024
Reduced 22.18%
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
1,729
shares
|
$263,222
0.25% of portfolio
|
Q3 2023
New holding
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 26, 2024 Q2 2024 |
1,684
shares
|
$256,372
0.02% of portfolio
|
Q4 2023
Reduced 4.8%
|