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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
289
shares
|
$58,742
0.0% of portfolio
|
Q3 2022
Reduced 7.37%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
284
shares
|
$57,725
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
281
shares
|
$57,116
0.02% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
275
shares
|
$55,896
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
271
shares
|
$55,083
0.01% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
270
shares
|
$54,880
0.01% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
265
shares
|
$53,863
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
252
shares
|
$51,221
0.02% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
250
shares
|
$50,815
0.01% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Volterra Technologies LP
New York, NY |
Aug 14, 2025 Q2 2025 |
222
shares
|
$45,123
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
219
shares
|
$44,513
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
211
shares
|
$42,887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
205
shares
|
$41,668
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
202
shares
|
$41,058
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
200
shares
|
$40,652
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
200
shares
|
$40,652
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
200
shares
|
$40,652
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
192
shares
|
$39,025
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
188
shares
|
$38,212
0.0% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
180
shares
|
$36,586
0.02% of portfolio
|
Q2 2025
Added 130.77%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
172
shares
|
$34,960
0.01% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
160
shares
|
$32,521
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
158
shares
|
$32,115
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
153
shares
|
$31,098
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
152
shares
|
$30,895
0.0% of portfolio
|
Q2 2025
New holding
|