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 |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
582
shares
|
$118,297
0.01% of portfolio
|
Q3 2022
Added 33.79%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
578
shares
|
$117,484
0.02% of portfolio
|
Q2 2025
Added 190.45%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
568
shares
|
$115,451
0.03% of portfolio
|
Q2 2024
Added 19.58%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
564
shares
|
$114,638
0.02% of portfolio
|
Q2 2025
Added 28.9%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
561
shares
|
$114,028
0.0% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
560
shares
|
$113,825
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
510
shares
|
$103,662
0.0% of portfolio
|
Q2 2021
Reduced 21.54%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
493
shares
|
$100,207
0.0% of portfolio
|
Q2 2025
Reduced 45.52%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
468
shares
|
$95,125
0.01% of portfolio
|
Q4 2024
Reduced 41.5%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
467
shares
|
$94,922
0.01% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
441
shares
|
$89,637
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
409
shares
|
$83,133
0.0% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
409
shares
|
$83,133
0.0% of portfolio
|
Q2 2025
Reduced 20.12%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
395
shares
|
$80,287
0.02% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
387
shares
|
$78,661
0.0% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
371
shares
|
$75,409
0.04% of portfolio
|
Q2 2025
Added 54.58%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
363
shares
|
$73,783
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
344
shares
|
$69,921
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
340
shares
|
$69,108
0.0% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
328
shares
|
$66,669
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
326
shares
|
$66,262
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
314
shares
|
$63,823
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
311
shares
|
$63,213
0.03% of portfolio
|
Q2 2025
Added 7675.0%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
310
shares
|
$63,010
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
299
shares
|
$60,774
0.01% of portfolio
|
Q2 2025
Added 3.1%
|