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 $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
1,240
shares
|
$252,042
0.09% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
1,234
shares
|
$250,822
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
1,232
shares
|
$250,416
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,228
shares
|
$249,603
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,225
shares
|
$248,993
0.02% of portfolio
|
Q2 2025
Reduced 22.02%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
1,207
shares
|
$245,334
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
1,174
shares
|
$238,627
0.01% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
1,164
shares
|
$236,594
0.0% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
1,163
shares
|
$236,391
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
1,137
shares
|
$231,106
0.0% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,129
shares
|
$229,480
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,120
shares
|
$227,651
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
1,119
shares
|
$227,447
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,117
shares
|
$227,041
0.03% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
1,106
shares
|
$224,805
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
1,106
shares
|
$224,805
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
1,099
shares
|
$223,382
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,057
shares
|
$214,845
0.0% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,054
shares
|
$214,236
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
1,051
shares
|
$213,626
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,041
shares
|
$211,593
0.0% of portfolio
|
Q2 2025
Reduced 79.97%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
1,041
shares
|
$211,593
0.0% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Aug 12, 2025 Q2 2025 |
1,010
shares
|
$205,292
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,008
shares
|
$204,886
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,007
shares
|
$204,682
0.0% of portfolio
|
Q2 2025
New holding
|