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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,471
shares
|
$262,735
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
1,468
shares
|
$262,199
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
1,466
shares
|
$261,842
0.02% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,456
shares
|
$260,056
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
1,448
shares
|
$258,627
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
1,447
shares
|
$258,448
0.0% of portfolio
|
Q1 2025
Added 30.83%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
1,444
shares
|
$257,912
0.04% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
1,444
shares
|
$257,912
0.01% of portfolio
|
Q1 2025
Reduced 18.28%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
1,443
shares
|
$257,734
0.02% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,440
shares
|
$257,198
0.07% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,431
shares
|
$255,590
0.0% of portfolio
|
Q1 2025
Added 23.9%
|
|
|
Robeco Schweiz Ag
|
Apr 30, 2025 Q1 2025 |
1,416
shares
|
$252,911
0.01% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
May 15, 2025 Q1 2025 |
1,411
shares
|
$252,018
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
1,400
shares
|
$250,054
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
1,400
shares
|
$250,054
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,400
shares
|
$250,054
0.21% of portfolio
|
Q1 2024
Reduced 34.18%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
1,400
shares
|
$250,054
0.02% of portfolio
|
Q2 2025
Reduced 60.42%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
1,396
shares
|
$249,339
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,394
shares
|
$248,982
0.02% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,382
shares
|
$246,839
0.01% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
1,370
shares
|
$244,695
0.05% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,368
shares
|
$244,338
0.0% of portfolio
|
Q1 2025
Reduced 93.75%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
1,363
shares
|
$243,445
0.09% of portfolio
|
Q1 2025
Added 2.02%
|