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 |
|---|---|---|---|---|---|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
1,926
shares
|
$344,002
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,925
shares
|
$343,824
0.01% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
1,918
shares
|
$342,573
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
1,902
shares
|
$339,716
0.04% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
1,900
shares
|
$339,359
0.1% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
1,896
shares
|
$338,644
0.04% of portfolio
|
Q1 2025
Reduced 39.77%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
1,890
shares
|
$337,572
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1,890
shares
|
$337,572
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
1,885
shares
|
$336,679
0.14% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,874
shares
|
$334,715
0.05% of portfolio
|
Q2 2025
Reduced 35.78%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
1,872
shares
|
$334,357
0.08% of portfolio
|
Q3 2024
Added 100.21%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,865
shares
|
$333,107
0.01% of portfolio
|
Q2 2022
Added 4.25%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
1,852
shares
|
$330,785
0.04% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
1,831
shares
|
$327,034
0.0% of portfolio
|
Q1 2025
Added 52.84%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Apr 25, 2025 Q1 2025 |
1,820
shares
|
$325,070
0.02% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
1,814
shares
|
$323,998
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
1,813
shares
|
$323,819
0.08% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
1,811
shares
|
$323,462
0.0% of portfolio
|
Q1 2025
Reduced 16.54%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,801
shares
|
$321,676
0.02% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
1,800
shares
|
$321,498
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
1,793
shares
|
$320,247
0.0% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,781
shares
|
$318,104
0.01% of portfolio
|
Q2 2024
Added 89.07%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,781
shares
|
$318,104
0.0% of portfolio
|
Q1 2025
Reduced 18.86%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
1,780
shares
|
$317,925
0.0% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,768
shares
|
$315,782
0.01% of portfolio
|
Q1 2025
New holding
|