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 |
---|---|---|---|---|---|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
1,727
shares
|
$349,959
0.2% of portfolio
|
Q2 2025
Added 0.58%
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
1,700
shares
|
$344,488
0.1% of portfolio
|
Q2 2025
Reduced 41.38%
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
1,695
shares
|
$343,474
0.02% of portfolio
|
Q2 2025
New holding
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
1,692
shares
|
$342,866
0.02% of portfolio
|
Q2 2025
Added 16.85%
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
1,649
shares
|
$334,153
0.0% of portfolio
|
Q2 2025
Added 13.96%
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
1,643
shares
|
$332,937
0.01% of portfolio
|
Q2 2025
Added 10.57%
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
1,602
shares
|
$324,629
0.17% of portfolio
|
Q3 2024
Added 100.0%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
1,592
shares
|
$322,602
0.01% of portfolio
|
Q2 2025
Added 7.21%
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
1,585
shares
|
$321,184
0.17% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,585
shares
|
$321,184
0.03% of portfolio
|
Q2 2025
Added 4.76%
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
1,573
shares
|
$318,752
0.0% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
1,569
shares
|
$317,942
0.07% of portfolio
|
Q2 2025
Added 22.48%
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
1,560
shares
|
$316,118
0.03% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
1,558
shares
|
$315,713
0.01% of portfolio
|
Q2 2025
Added 20.4%
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
1,544
shares
|
$312,876
0.63% of portfolio
|
Q3 2024
New holding
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
1,536
shares
|
$311,255
0.03% of portfolio
|
Q2 2025
New holding
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
1,534
shares
|
$310,849
0.13% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,534
shares
|
$310,849
0.03% of portfolio
|
Q2 2025
Reduced 18.84%
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,505
shares
|
$304,973
0.04% of portfolio
|
Q2 2025
Added 0.13%
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
1,502
shares
|
$304,365
0.05% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,501
shares
|
$304,162
0.01% of portfolio
|
Q2 2025
Added 2.04%
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
1,500
shares
|
$303,960
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,492
shares
|
$302,338
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
1,491
shares
|
$302,136
0.0% of portfolio
|
Q2 2025
Added 4.19%
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
1,490
shares
|
$301,933
0.01% of portfolio
|
Q2 2025
New holding
|