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 1,009 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 $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
85
shares
|
$13,417
0.01% of portfolio
|
Q1 2022
Reduced 9.57%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
84
shares
|
$13,259
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
84
shares
|
$13,259
0.01% of portfolio
|
Q1 2025
Reduced 94.15%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
84
shares
|
$13,259
0.0% of portfolio
|
Q3 2024
Added 82.61%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
84
shares
|
$13,259
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
80
shares
|
$12,628
0.0% of portfolio
|
Q3 2024
Reduced 99.45%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
79
shares
|
$12,470
0.0% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
78
shares
|
$12,312
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
78
shares
|
$12,312
0.0% of portfolio
|
Q1 2025
Reduced 38.1%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
74
shares
|
$11,680
0.01% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
68
shares
|
$10,733
0.0% of portfolio
|
Q1 2025
Reduced 78.34%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
68
shares
|
$10,733
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
66
shares
|
$10,418
0.0% of portfolio
|
Q1 2025
Added 26.92%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
65
shares
|
$10,260
0.0% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
62
shares
|
$9,786
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
61
shares
|
$9,628
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
60
shares
|
$9,471
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
59
shares
|
$9,313
0.0% of portfolio
|
Q1 2025
Reduced 28.05%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
55
shares
|
$8,681
0.0% of portfolio
|
Q2 2022
Reduced 73.81%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
54
shares
|
$8,523
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
53
shares
|
$8,366
0.01% of portfolio
|
Q4 2024
Added 26.19%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
52
shares
|
$8,208
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$7,892
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
48
shares
|
$7,576
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
46
shares
|
$7,261
0.0% of portfolio
|
Q3 2024
Added 100.0%
|