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 |
|---|---|---|---|---|---|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
1,483
shares
|
$300,515
0.04% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
1,471
shares
|
$298,083
0.01% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
1,468
shares
|
$297,475
0.03% of portfolio
|
Q2 2025
Reduced 22.57%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,468
shares
|
$297,475
0.01% of portfolio
|
Q2 2025
Added 231.38%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
1,467
shares
|
$297,272
0.03% of portfolio
|
Q2 2025
Reduced 22.87%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,456
shares
|
$295,043
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
1,452
shares
|
$294,233
0.09% of portfolio
|
Q2 2025
Reduced 37.74%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
1,448
shares
|
$293,422
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
1,444
shares
|
$292,612
0.01% of portfolio
|
Q1 2025
Reduced 18.28%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
1,444
shares
|
$292,612
0.03% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,440
shares
|
$291,801
0.07% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
1,439
shares
|
$291,598
0.02% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
1,434
shares
|
$290,585
0.02% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
1,423
shares
|
$288,356
0.08% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
1,416
shares
|
$286,938
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Robeco Schweiz Ag
|
Aug 07, 2025 Q2 2025 |
1,416
shares
|
$286,938
0.01% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Aug 05, 2025 Q2 2025 |
1,411
shares
|
$285,925
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
1,410
shares
|
$285,722
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
1,405
shares
|
$284,709
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
1,405
shares
|
$284,709
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
1,400
shares
|
$283,696
0.02% of portfolio
|
Q2 2025
Reduced 60.42%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
1,400
shares
|
$283,696
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,400
shares
|
$283,696
0.21% of portfolio
|
Q1 2024
Reduced 34.18%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
1,396
shares
|
$282,885
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,395
shares
|
$282,682
0.08% of portfolio
|
Q2 2025
Reduced 9.65%
|