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 1,009 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 $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
1,119
shares
|
$176,634
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
1,118
shares
|
$176,476
0.0% of portfolio
|
Q1 2025
Added 87.27%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,090
shares
|
$172,056
0.01% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,054
shares
|
$166,373
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,008
shares
|
$159,112
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
1,000
shares
|
$157,850
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
980
shares
|
$154,693
0.0% of portfolio
|
Q1 2025
Added 37.06%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
905
shares
|
$142,854
0.0% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
849
shares
|
$134,014
0.0% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
843
shares
|
$133,067
0.03% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
838
shares
|
$132,278
0.0% of portfolio
|
Q1 2025
Reduced 84.21%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
820
shares
|
$129,437
0.03% of portfolio
|
Q1 2025
Reduced 64.58%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
816
shares
|
$128,805
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
802
shares
|
$126,595
0.04% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
786
shares
|
$124,070
0.01% of portfolio
|
Q2 2023
Reduced 2.12%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
769
shares
|
$121,386
0.01% of portfolio
|
Q1 2025
Added 82.23%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
752
shares
|
$118,703
0.0% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
694
shares
|
$109,547
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
683
shares
|
$107,811
0.01% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
682
shares
|
$107,653
0.01% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
676
shares
|
$106,706
0.0% of portfolio
|
Q1 2025
Reduced 82.69%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
675
shares
|
$106,548
0.01% of portfolio
|
Q2 2023
Reduced 3.71%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
635
shares
|
$100,234
0.01% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
624
shares
|
$98,498
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
600
shares
|
$94,710
0.01% of portfolio
|
Q3 2024
Added 100.0%
|