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 |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
594
shares
|
$93,762
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
593
shares
|
$93,605
0.01% of portfolio
|
Q3 2024
Added 99.66%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
583
shares
|
$92,026
0.0% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
582
shares
|
$91,868
0.01% of portfolio
|
Q3 2022
Added 33.79%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
568
shares
|
$89,658
0.03% of portfolio
|
Q2 2024
Added 19.58%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
564
shares
|
$89,027
0.02% of portfolio
|
Q1 2025
Added 493.68%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
560
shares
|
$88,396
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
541
shares
|
$85,396
0.01% of portfolio
|
Q1 2025
Added 36.62%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
512
shares
|
$80,819
0.01% of portfolio
|
Q1 2025
Added 25.18%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
510
shares
|
$80,503
0.0% of portfolio
|
Q2 2021
Reduced 21.54%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
509
shares
|
$80,345
0.0% of portfolio
|
Q1 2025
Added 182.78%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
500
shares
|
$78,925
0.02% of portfolio
|
Q1 2025
Reduced 39.39%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
482
shares
|
$76,083
0.01% of portfolio
|
Q1 2025
Added 15.31%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
468
shares
|
$73,873
0.01% of portfolio
|
Q4 2024
Reduced 41.5%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
443
shares
|
$69,927
0.0% of portfolio
|
Q4 2024
Added 47.18%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
435
shares
|
$68,664
0.0% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
430
shares
|
$67,875
0.01% of portfolio
|
Q1 2025
Added 45.27%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
414
shares
|
$65,349
0.0% of portfolio
|
Q1 2025
Added 155.56%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
406
shares
|
$64,087
0.0% of portfolio
|
Q3 2024
Added 103.0%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
395
shares
|
$62,350
0.02% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
384
shares
|
$60,614
0.0% of portfolio
|
Q1 2025
Added 39.64%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
343
shares
|
$54,142
0.0% of portfolio
|
Q1 2025
Added 27.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
340
shares
|
$53,669
0.0% of portfolio
|
Q1 2025
Added 655.56%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
336
shares
|
$53,037
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
331
shares
|
$52,248
0.0% of portfolio
|
Q1 2025
Reduced 24.08%
|