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 |
|---|---|---|---|---|---|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
1,729
shares
|
$308,816
0.25% of portfolio
|
Q3 2023
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
1,727
shares
|
$308,459
0.2% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
1,623
shares
|
$289,884
0.0% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
1,622
shares
|
$289,705
0.0% of portfolio
|
Q1 2025
Reduced 29.23%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
May 06, 2025 Q1 2025 |
1,618
shares
|
$288,990
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
1,607
shares
|
$287,026
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
1,602
shares
|
$286,133
0.17% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
1,600
shares
|
$285,776
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,585
shares
|
$283,096
0.03% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
1,585
shares
|
$283,096
0.17% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
1,575
shares
|
$281,310
0.08% of portfolio
|
Q1 2025
Reduced 50.47%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,571
shares
|
$280,596
0.02% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
1,566
shares
|
$279,703
0.03% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
1,544
shares
|
$275,773
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,544
shares
|
$275,773
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
1,536
shares
|
$274,344
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
1,534
shares
|
$273,987
0.13% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,534
shares
|
$273,987
0.0% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,505
shares
|
$268,808
0.04% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
1,502
shares
|
$268,272
0.05% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
1,500
shares
|
$267,915
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,492
shares
|
$266,486
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
1,486
shares
|
$265,414
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
1,485
shares
|
$265,235
0.01% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
1,483
shares
|
$264,878
0.04% of portfolio
|
Q2 2025
Added 1.37%
|