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 |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
298
shares
|
$55,913
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
289
shares
|
$54,225
0.0% of portfolio
|
Q3 2022
Reduced 7.37%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
280
shares
|
$52,536
0.01% of portfolio
|
Q3 2024
Added 245.68%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
275
shares
|
$51,598
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
265
shares
|
$49,721
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
251
shares
|
$47,095
0.1% of portfolio
|
Q3 2024
Added 182.02%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
236
shares
|
$44,280
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
232
shares
|
$43,530
0.0% of portfolio
|
Q3 2024
Added 82.68%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
220
shares
|
$41,278
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
218
shares
|
$40,903
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
200
shares
|
$37,526
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
200
shares
|
$37,526
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
192
shares
|
$36,024
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
188
shares
|
$35,274
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
180
shares
|
$33,773
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
179
shares
|
$33,585
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
166
shares
|
$31,146
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
166
shares
|
$31,146
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
160
shares
|
$30,020
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
160
shares
|
$30,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
144
shares
|
$27,018
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
138
shares
|
$25,892
0.0% of portfolio
|
Q4 2023
Added 2.22%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
132
shares
|
$24,767
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
131
shares
|
$24,579
0.0% of portfolio
|
Q3 2024
Added 197.73%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
126
shares
|
$23,641
0.0% of portfolio
|
Q3 2024
Added 121.05%
|