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 1,017 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 $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,345
shares
|
$240,230
0.05% of portfolio
|
Q1 2025
Reduced 53.02%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,341
shares
|
$239,516
0.01% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,328
shares
|
$237,194
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
1,326
shares
|
$236,836
0.01% of portfolio
|
Q1 2025
Reduced 32.48%
|
|
|
Edmp, Inc.
|
Apr 23, 2025 Q1 2025 |
1,322
shares
|
$236,122
0.18% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,319
shares
|
$235,586
0.0% of portfolio
|
Q1 2025
Added 12.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
1,318
shares
|
$235,407
0.0% of portfolio
|
Q1 2025
Reduced 50.66%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
1,312
shares
|
$234,336
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
1,304
shares
|
$232,907
0.0% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,301
shares
|
$232,371
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
1,300
shares
|
$232,193
0.01% of portfolio
|
Q3 2024
Reduced 95.13%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,294
shares
|
$231,121
0.01% of portfolio
|
Q1 2025
Added 130.66%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
1,285
shares
|
$229,513
0.0% of portfolio
|
Q2 2025
Reduced 13.58%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
1,281
shares
|
$228,799
0.06% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,273
shares
|
$227,370
0.0% of portfolio
|
Q1 2025
Reduced 45.25%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
1,266
shares
|
$226,120
0.04% of portfolio
|
Q2 2025
Reduced 34.27%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
1,243
shares
|
$222,012
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
1,240
shares
|
$221,476
0.09% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,228
shares
|
$219,333
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
1,209
shares
|
$215,939
0.01% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
1,207
shares
|
$215,582
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,166
shares
|
$208,259
0.0% of portfolio
|
Q1 2025
Added 50.26%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,129
shares
|
$201,650
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,128
shares
|
$201,472
0.0% of portfolio
|
Q1 2025
Reduced 8.52%
|