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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
1,982
shares
|
$401,632
0.01% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
1,965
shares
|
$398,187
0.04% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
1,964
shares
|
$397,984
0.02% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,956
shares
|
$396,363
0.06% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
1,948
shares
|
$394,742
0.12% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,935
shares
|
$392,108
0.01% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
1,918
shares
|
$388,663
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
1,900
shares
|
$385,016
0.1% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
1,899
shares
|
$384,813
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,897
shares
|
$384,408
0.01% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,874
shares
|
$379,747
0.05% of portfolio
|
Q2 2025
Reduced 35.78%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
1,872
shares
|
$379,342
0.07% of portfolio
|
Q3 2024
Added 100.21%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,865
shares
|
$377,923
0.01% of portfolio
|
Q2 2022
Added 4.25%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
1,856
shares
|
$376,099
0.01% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
1,853
shares
|
$375,491
0.0% of portfolio
|
Q2 2025
Added 14.17%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
1,847
shares
|
$374,276
0.01% of portfolio
|
Q2 2025
Reduced 19.56%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
1,833
shares
|
$371,439
0.0% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
1,814
shares
|
$367,588
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
1,810
shares
|
$366,778
0.12% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
1,802
shares
|
$365,157
0.08% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,801
shares
|
$364,954
0.02% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,781
shares
|
$360,901
0.01% of portfolio
|
Q2 2024
Added 89.07%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
1,768
shares
|
$358,267
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Aug 13, 2025 Q2 2025 |
1,749
shares
|
$354,417
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
1,729
shares
|
$350,364
0.25% of portfolio
|
Q3 2023
New holding
|