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 $17.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
45
shares
|
$7,103
0.0% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
44
shares
|
$6,945
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
44
shares
|
$6,945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
40
shares
|
$6,314
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
36
shares
|
$5,682
0.0% of portfolio
|
Q1 2025
Added 350.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
36
shares
|
$5,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
35
shares
|
$5,524
0.0% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
34
shares
|
$5,366
0.0% of portfolio
|
Q1 2025
Added 1600.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
30
shares
|
$4,735
0.0% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
30
shares
|
$4,735
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
29
shares
|
$4,577
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
27
shares
|
$4,261
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
26
shares
|
$4,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
26
shares
|
$4,104
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
26
shares
|
$4,104
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
26
shares
|
$4,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
26
shares
|
$4,104
0.0% of portfolio
|
Q1 2025
Reduced 35.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
25
shares
|
$3,946
0.0% of portfolio
|
Q1 2025
Reduced 55.36%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
24
shares
|
$3,788
0.0% of portfolio
|
Q4 2024
Reduced 77.36%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
20
shares
|
$3,157
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
20
shares
|
$3,157
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
20
shares
|
$3,157
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
20
shares
|
$3,157
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
19
shares
|
$2,999
0.0% of portfolio
|
Q1 2025
Added 1800.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
14
shares
|
$2,209
0.0% of portfolio
|
Q1 2025
Reduced 57.58%
|