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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
2,228
shares
|
$451,481
0.0% of portfolio
|
Q2 2025
Reduced 22.42%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
2,216
shares
|
$449,050
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
2,185
shares
|
$442,768
0.0% of portfolio
|
Q2 2025
Added 19.33%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
2,180
shares
|
$441,755
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
2,165
shares
|
$438,715
0.09% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,156
shares
|
$436,891
0.01% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
2,152
shares
|
$436,081
0.0% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
2,144
shares
|
$434,460
0.03% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,129
shares
|
$431,420
0.09% of portfolio
|
Q3 2023
Added 0.66%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
2,125
shares
|
$430,610
0.0% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
2,089
shares
|
$423,314
0.02% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
2,086
shares
|
$422,707
0.02% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
2,084
shares
|
$422,301
0.01% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
2,063
shares
|
$418,046
0.01% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,061
shares
|
$417,641
0.01% of portfolio
|
Q2 2025
Reduced 24.17%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
2,051
shares
|
$415,614
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
2,040
shares
|
$413,385
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
2,020
shares
|
$409,332
0.18% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
2,018
shares
|
$408,927
0.01% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,013
shares
|
$407,914
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$405,280
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
2,000
shares
|
$405,280
0.11% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$405,280
0.06% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
1,993
shares
|
$403,861
0.06% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
1,990
shares
|
$403,253
0.0% of portfolio
|
Q2 2025
Reduced 59.1%
|