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 1,034 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
84
shares
|
$17,073
0.0% of portfolio
|
Q3 2024
Added 82.61%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
84
shares
|
$17,073
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
82
shares
|
$16,667
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
82
shares
|
$16,667
0.0% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
80
shares
|
$16,260
0.0% of portfolio
|
Q3 2024
Reduced 99.45%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
78
shares
|
$15,854
0.0% of portfolio
|
Q1 2025
Reduced 38.1%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
78
shares
|
$15,854
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
78
shares
|
$15,854
0.0% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
78
shares
|
$15,854
0.0% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
78
shares
|
$15,854
0.0% of portfolio
|
Q2 2025
Reduced 61.76%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
74
shares
|
$15,041
0.01% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
71
shares
|
$14,431
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
70
shares
|
$14,228
0.0% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
69
shares
|
$14,024
0.0% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
68
shares
|
$13,821
0.0% of portfolio
|
Q2 2025
Added 172.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
66
shares
|
$13,415
0.0% of portfolio
|
Q1 2025
Added 26.92%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
62
shares
|
$12,602
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
61
shares
|
$12,398
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
61
shares
|
$12,398
0.0% of portfolio
|
Q2 2025
Added 69.44%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
60
shares
|
$12,195
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
57
shares
|
$11,585
0.0% of portfolio
|
Q2 2025
Reduced 12.31%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
55
shares
|
$11,179
0.0% of portfolio
|
Q2 2022
Reduced 73.81%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
54
shares
|
$10,976
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
52
shares
|
$10,569
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
51
shares
|
$10,366
0.0% of portfolio
|
Q2 2025
Added 88.89%
|