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 907 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,510
shares
|
$283,321
0.04% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
1,508
shares
|
$282,946
0.06% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
1,500
shares
|
$281,445
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$281,445
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
1,498
shares
|
$281,069
0.01% of portfolio
|
Q3 2024
Added 99.2%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
1,492
shares
|
$279,943
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
1,452
shares
|
$272,438
0.01% of portfolio
|
Q3 2024
Added 44.77%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
1,443
shares
|
$270,750
0.01% of portfolio
|
Q3 2024
Reduced 38.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
1,443
shares
|
$270,750
0.0% of portfolio
|
Q3 2024
Added 61.05%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
1,440
shares
|
$270,187
0.06% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Oct 15, 2024 Q3 2024 |
1,437
shares
|
$269,624
0.05% of portfolio
|
Q3 2024
Added 63.67%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
1,436
shares
|
$269,436
0.01% of portfolio
|
Q3 2024
Added 76.41%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
1,434
shares
|
$269,061
0.1% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
1,428
shares
|
$267,935
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
1,420
shares
|
$266,434
0.05% of portfolio
|
Q3 2024
Added 93.2%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,412
shares
|
$264,933
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 10, 2024 Q3 2024 |
1,411
shares
|
$264,745
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
1,407
shares
|
$263,995
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
1,406
shares
|
$263,807
0.03% of portfolio
|
Q3 2024
Added 92.08%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,402
shares
|
$263,057
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,400
shares
|
$262,682
0.21% of portfolio
|
Q1 2024
Reduced 34.18%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
1,400
shares
|
$262,682
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
1,400
shares
|
$262,682
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,397
shares
|
$262,119
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
1,396
shares
|
$261,931
0.15% of portfolio
|
Q3 2024
New holding
|