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 1,034 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
2,913
shares
|
$590,290
0.18% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,879
shares
|
$583,400
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
2,860
shares
|
$579,550
0.22% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
2,837
shares
|
$574,889
0.72% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
2,832
shares
|
$573,876
0.0% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,801
shares
|
$567,594
0.15% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
2,796
shares
|
$566,581
0.0% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
2,783
shares
|
$563,947
0.29% of portfolio
|
Q2 2025
Added 29.86%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
2,756
shares
|
$558,475
0.27% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,731
shares
|
$553,409
0.12% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,729
shares
|
$553,004
0.03% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,727
shares
|
$552,599
0.02% of portfolio
|
Q3 2023
Added 12.22%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
2,726
shares
|
$552,396
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
2,725
shares
|
$552,194
0.04% of portfolio
|
Q2 2025
Added 25.06%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
2,723
shares
|
$551,788
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
2,705
shares
|
$548,141
0.11% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
2,700
shares
|
$547,128
0.03% of portfolio
|
Q1 2025
Reduced 89.37%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
2,697
shares
|
$546,520
0.01% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
2,696
shares
|
$546,317
0.07% of portfolio
|
Q2 2025
Added 19.66%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,683
shares
|
$543,683
0.15% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Aug 14, 2025 Q2 2025 |
2,682
shares
|
$543,480
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,668
shares
|
$540,643
0.05% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
2,644
shares
|
$535,780
0.32% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
2,637
shares
|
$534,361
0.02% of portfolio
|
Q2 2025
Reduced 26.59%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
2,628
shares
|
$532,537
0.05% of portfolio
|
Q2 2025
Added 41.9%
|