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 984 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $21.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
20
shares
|
$3,903
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
20
shares
|
$3,903
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
17
shares
|
$3,318
0.0% of portfolio
|
Q4 2024
Added 41.67%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
13
shares
|
$2,537
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
13
shares
|
$2,537
0.0% of portfolio
|
Q4 2024
Added 62.5%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
13
shares
|
$2,537
0.0% of portfolio
|
Q4 2024
Added 62.5%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
13
shares
|
$2,537
0.0% of portfolio
|
Q4 2024
Added 62.5%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
11
shares
|
$2,146
0.0% of portfolio
|
Q1 2022
Reduced 83.58%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
10
shares
|
$1,951
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
10
shares
|
$1,951
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
10
shares
|
$1,951
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
10
shares
|
$1,951
0.0% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
10
shares
|
$1,951
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
10
shares
|
$1,951
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
9
shares
|
$1,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
8
shares
|
$1,561
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
8
shares
|
$1,561
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
8
shares
|
$1,561
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
6
shares
|
$1,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
5
shares
|
$975
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5
shares
|
$975
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
4
shares
|
$780
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4
shares
|
$780
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3
shares
|
$585
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
3
shares
|
$585
0.0% of portfolio
|
Q4 2024
Reduced 97.0%
|