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 1,017 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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
200
shares
|
$35,722
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
200
shares
|
$35,722
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
199
shares
|
$35,543
0.01% of portfolio
|
Q1 2025
Added 99.0%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
192
shares
|
$34,293
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
188
shares
|
$33,578
0.0% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
172
shares
|
$30,720
0.01% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
160
shares
|
$28,577
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
158
shares
|
$28,220
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
153
shares
|
$27,327
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
144
shares
|
$25,719
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
143
shares
|
$25,541
0.0% of portfolio
|
Q1 2025
Added 361.29%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
138
shares
|
$24,648
0.0% of portfolio
|
Q4 2023
Added 2.22%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
136
shares
|
$24,290
0.01% of portfolio
|
Q4 2024
Added 28.3%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
132
shares
|
$23,576
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
125
shares
|
$22,326
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
122
shares
|
$21,790
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
120
shares
|
$21,433
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
118
shares
|
$21,075
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
110
shares
|
$19,647
0.0% of portfolio
|
Q1 2025
Reduced 55.28%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
108
shares
|
$19,289
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
106
shares
|
$18,932
0.0% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
105
shares
|
$18,754
0.01% of portfolio
|
Q1 2025
Added 5150.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$17,861
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
100
shares
|
$17,861
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
98
shares
|
$17,503
0.0% of portfolio
|
Q1 2025
New holding
|