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 907 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
580
shares
|
$108,825
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
568
shares
|
$106,573
0.03% of portfolio
|
Q2 2024
Added 19.58%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
533
shares
|
$100,006
0.0% of portfolio
|
Q3 2024
Added 180.53%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
532
shares
|
$99,819
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
510
shares
|
$95,691
0.0% of portfolio
|
Q2 2021
Reduced 21.54%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
500
shares
|
$93,815
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
485
shares
|
$91,000
0.01% of portfolio
|
Q3 2024
Added 105.51%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
466
shares
|
$87,435
0.0% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
448
shares
|
$84,058
0.0% of portfolio
|
Q3 2024
Added 94.78%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
443
shares
|
$83,120
0.01% of portfolio
|
Q3 2024
Added 248.82%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
417
shares
|
$78,241
0.01% of portfolio
|
Q3 2024
Added 100.48%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
406
shares
|
$76,177
0.0% of portfolio
|
Q3 2024
Added 103.0%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
392
shares
|
$73,550
0.02% of portfolio
|
Q3 2024
Added 122.73%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
391
shares
|
$73,363
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
360
shares
|
$67,546
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
354
shares
|
$66,421
0.03% of portfolio
|
Q2 2024
Added 92.39%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
350
shares
|
$65,670
0.02% of portfolio
|
Q3 2024
Added 67.46%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
343
shares
|
$64,357
0.0% of portfolio
|
Q3 2024
Reduced 64.46%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
339
shares
|
$63,606
0.03% of portfolio
|
Q3 2024
Added 100.59%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
328
shares
|
$61,542
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
326
shares
|
$61,167
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
320
shares
|
$60,041
0.01% of portfolio
|
Q3 2024
Added 105.13%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
314
shares
|
$58,915
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
314
shares
|
$58,915
0.01% of portfolio
|
Q3 2024
Added 72.53%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
301
shares
|
$56,476
0.0% of portfolio
|
Q3 2024
Reduced 33.99%
|