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 |
|---|---|---|---|---|---|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,007
shares
|
$204,682
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
916
shares
|
$186,186
0.0% of portfolio
|
Q2 2025
Added 445.52%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
848
shares
|
$172,364
0.01% of portfolio
|
Q2 2025
Added 66.6%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
843
shares
|
$171,348
0.03% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
830
shares
|
$168,705
0.01% of portfolio
|
Q2 2025
Reduced 23.85%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
817
shares
|
$166,063
0.02% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
800
shares
|
$162,608
0.03% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
800
shares
|
$162,608
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
786
shares
|
$159,762
0.01% of portfolio
|
Q2 2023
Reduced 2.12%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
770
shares
|
$156,510
0.02% of portfolio
|
Q2 2025
Reduced 31.68%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
769
shares
|
$156,306
0.01% of portfolio
|
Q1 2025
Added 82.23%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
752
shares
|
$152,851
0.0% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
737
shares
|
$149,802
0.0% of portfolio
|
Q2 2025
Reduced 58.15%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
728
shares
|
$147,973
0.07% of portfolio
|
Q2 2025
Added 766.67%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
694
shares
|
$141,062
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
678
shares
|
$137,810
0.0% of portfolio
|
Q2 2025
Added 55.86%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
675
shares
|
$137,200
0.01% of portfolio
|
Q2 2023
Reduced 3.71%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 25, 2025 Q2 2025 |
652
shares
|
$132,525
0.0% of portfolio
|
Q2 2025
Added 69.79%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
644
shares
|
$130,899
0.01% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
635
shares
|
$129,070
0.01% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Groupe La Francaise
Paris, I0 |
Aug 13, 2025 Q2 2025 |
631
shares
|
$128,257
0.0% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
624
shares
|
$126,834
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
600
shares
|
$121,956
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
594
shares
|
$120,736
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
593
shares
|
$120,533
0.01% of portfolio
|
Q3 2024
Added 99.66%
|