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 1,016 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 $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
2,393
shares
|
$427,413
0.02% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
2,366
shares
|
$422,591
0.18% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
2,364
shares
|
$422,234
0.08% of portfolio
|
Q4 2024
Added 3593.75%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
2,338
shares
|
$417,590
0.0% of portfolio
|
Q2 2025
Reduced 61.94%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
2,332
shares
|
$416,518
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
2,324
shares
|
$415,089
0.12% of portfolio
|
Q1 2025
Reduced 11.77%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
2,320
shares
|
$414,375
0.02% of portfolio
|
Q1 2025
Reduced 25.85%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,307
shares
|
$412,053
0.03% of portfolio
|
Q1 2025
Added 111.85%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
2,296
shares
|
$410,088
0.01% of portfolio
|
Q1 2025
Added 53.48%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
2,294
shares
|
$409,731
0.07% of portfolio
|
Q4 2022
Reduced 4.1%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
2,257
shares
|
$403,122
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
2,253
shares
|
$402,408
0.06% of portfolio
|
Q1 2025
Reduced 43.03%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
2,228
shares
|
$397,943
0.0% of portfolio
|
Q2 2025
Reduced 22.42%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
2,201
shares
|
$393,120
0.0% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
2,180
shares
|
$389,369
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,179
shares
|
$389,191
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
2,165
shares
|
$386,690
0.09% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,156
shares
|
$385,083
0.01% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,145
shares
|
$383,118
0.04% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
2,144
shares
|
$382,939
0.03% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
2,143
shares
|
$382,761
0.23% of portfolio
|
Q1 2025
Added 42.87%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,129
shares
|
$380,260
0.09% of portfolio
|
Q3 2023
Added 0.66%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,120
shares
|
$378,653
0.02% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
2,115
shares
|
$377,760
0.04% of portfolio
|
Q1 2025
Reduced 13.64%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,110
shares
|
$376,867
0.01% of portfolio
|
Q1 2025
Added 9.16%
|