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 1,016 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 $17.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
93
shares
|
$16,014
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
90
shares
|
$15,497
0.01% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
88
shares
|
$15,153
0.0% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
85
shares
|
$14,636
0.01% of portfolio
|
Q1 2022
Reduced 9.57%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
84
shares
|
$14,464
0.01% of portfolio
|
Q1 2025
Reduced 94.15%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
84
shares
|
$14,464
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
84
shares
|
$14,464
0.0% of portfolio
|
Q3 2024
Added 82.61%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
84
shares
|
$14,464
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
82
shares
|
$14,120
0.0% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
80
shares
|
$13,776
0.0% of portfolio
|
Q3 2024
Reduced 99.45%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
79
shares
|
$13,603
0.0% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
78
shares
|
$13,431
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
78
shares
|
$13,431
0.0% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
78
shares
|
$13,431
0.0% of portfolio
|
Q1 2025
Reduced 38.1%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
78
shares
|
$13,431
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
74
shares
|
$12,742
0.01% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
68
shares
|
$11,709
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
68
shares
|
$11,709
0.0% of portfolio
|
Q1 2025
Reduced 78.34%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
66
shares
|
$11,365
0.0% of portfolio
|
Q1 2025
Added 26.92%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
65
shares
|
$11,193
0.0% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
62
shares
|
$10,676
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
61
shares
|
$10,504
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
60
shares
|
$10,332
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
59
shares
|
$10,159
0.0% of portfolio
|
Q1 2025
Reduced 28.05%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
55
shares
|
$9,471
0.0% of portfolio
|
Q2 2022
Reduced 73.81%
|