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 1,018 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 $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
340
shares
|
$61,383
0.0% of portfolio
|
Q1 2025
Added 655.56%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
336
shares
|
$60,661
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
331
shares
|
$59,758
0.0% of portfolio
|
Q1 2025
Reduced 24.08%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
328
shares
|
$59,217
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
326
shares
|
$58,856
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
314
shares
|
$56,689
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
311
shares
|
$56,147
0.03% of portfolio
|
Q2 2025
Added 7675.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
299
shares
|
$53,981
0.01% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
294
shares
|
$53,078
0.01% of portfolio
|
Q1 2025
Reduced 94.68%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
289
shares
|
$52,176
0.0% of portfolio
|
Q3 2022
Reduced 7.37%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
281
shares
|
$50,731
0.02% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
275
shares
|
$49,648
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
265
shares
|
$47,843
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
264
shares
|
$47,662
0.01% of portfolio
|
Q4 2024
Reduced 17.5%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
264
shares
|
$47,662
0.01% of portfolio
|
Q1 2025
Reduced 21.19%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
252
shares
|
$45,496
0.02% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
250
shares
|
$45,135
0.02% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
248
shares
|
$44,773
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
240
shares
|
$43,329
0.03% of portfolio
|
Q1 2025
Reduced 48.5%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
224
shares
|
$40,440
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
219
shares
|
$39,538
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
211
shares
|
$38,093
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
204
shares
|
$36,830
0.01% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
204
shares
|
$36,830
0.0% of portfolio
|
Q1 2025
Added 158.23%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
202
shares
|
$36,469
0.01% of portfolio
|
Q1 2025
Added 0.5%
|