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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,394
shares
|
$282,480
0.02% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
1,387
shares
|
$281,061
0.05% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,382
shares
|
$280,048
0.01% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
1,378
shares
|
$279,237
0.08% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,372
shares
|
$278,022
0.01% of portfolio
|
Q2 2025
Added 303.53%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
1,370
shares
|
$277,616
0.05% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,350
shares
|
$273,564
0.0% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,341
shares
|
$271,740
0.01% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Edmp, Inc.
|
Jul 28, 2025 Q2 2025 |
1,322
shares
|
$267,890
0.19% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,318
shares
|
$267,079
0.01% of portfolio
|
Q1 2025
Reduced 50.66%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,313
shares
|
$266,066
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
1,304
shares
|
$264,242
0.0% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,301
shares
|
$263,634
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
1,301
shares
|
$263,634
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
1,300
shares
|
$263,432
0.01% of portfolio
|
Q3 2024
Reduced 95.13%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
1,299
shares
|
$263,229
0.02% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
1,289
shares
|
$261,202
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
1,289
shares
|
$261,202
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
1,285
shares
|
$260,392
0.0% of portfolio
|
Q2 2025
Reduced 13.58%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,283
shares
|
$259,987
0.0% of portfolio
|
Q2 2025
Added 13.74%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
1,272
shares
|
$257,758
0.0% of portfolio
|
Q2 2025
Reduced 87.2%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
1,266
shares
|
$256,542
0.04% of portfolio
|
Q2 2025
Reduced 34.27%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
1,261
shares
|
$255,529
0.02% of portfolio
|
Q2 2025
Added 193.26%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,256
shares
|
$254,515
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
1,243
shares
|
$251,881
0.03% of portfolio
|
Q2 2025
New holding
|