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 1,017 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 |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
2,098
shares
|
$374,723
0.02% of portfolio
|
Q1 2025
Added 70.15%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
2,089
shares
|
$373,116
0.02% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
2,087
shares
|
$372,759
0.02% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
2,086
shares
|
$372,580
0.02% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
2,084
shares
|
$372,223
0.01% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,081
shares
|
$371,687
0.01% of portfolio
|
Q1 2025
Added 56.94%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
2,080
shares
|
$371,508
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
2,050
shares
|
$366,150
0.0% of portfolio
|
Q1 2025
Reduced 17.67%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
May 14, 2025 Q1 2025 |
2,039
shares
|
$364,185
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dorsey Wright & Associates
|
May 06, 2025 Q1 2025 |
2,026
shares
|
$361,863
0.08% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
2,022
shares
|
$361,149
0.01% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
2,018
shares
|
$360,434
0.01% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,013
shares
|
$359,541
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
2,013
shares
|
$359,541
0.01% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
2,012
shares
|
$359,363
0.19% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Fulcrum Capital LLC
|
Apr 08, 2025 Q1 2025 |
2,010
shares
|
$359,006
0.07% of portfolio
|
Q1 2025
Added 11.67%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,000
shares
|
$357,220
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Interval Partners, LP
New York, NY |
May 15, 2025 Q1 2025 |
2,000
shares
|
$357,220
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
2,000
shares
|
$357,220
0.07% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
2,000
shares
|
$357,220
0.11% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
1,992
shares
|
$355,791
0.06% of portfolio
|
Q1 2025
Reduced 20.06%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,954
shares
|
$349,003
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
1,948
shares
|
$347,932
0.12% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
1,947
shares
|
$347,753
0.06% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,925
shares
|
$343,824
0.01% of portfolio
|
Q1 2025
Reduced 3.51%
|