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 $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
54
shares
|
$9,644
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
53
shares
|
$9,466
0.01% of portfolio
|
Q4 2024
Added 26.19%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
52
shares
|
$9,287
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
51
shares
|
$9,109
0.0% of portfolio
|
Q2 2025
Added 88.89%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$8,930
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
48
shares
|
$8,573
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
46
shares
|
$8,216
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
45
shares
|
$8,037
0.0% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
44
shares
|
$7,858
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
44
shares
|
$7,858
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
44
shares
|
$7,858
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
40
shares
|
$7,144
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
36
shares
|
$6,429
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
36
shares
|
$6,429
0.0% of portfolio
|
Q1 2025
Added 350.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
34
shares
|
$6,072
0.0% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
34
shares
|
$6,072
0.0% of portfolio
|
Q1 2025
Added 1600.0%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
30
shares
|
$5,358
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
29
shares
|
$5,179
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
28
shares
|
$5,001
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
26
shares
|
$4,643
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
26
shares
|
$4,643
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
26
shares
|
$4,643
0.0% of portfolio
|
Q1 2025
Reduced 35.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
26
shares
|
$4,643
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
25
shares
|
$4,465
0.0% of portfolio
|
Q1 2025
Reduced 55.36%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
24
shares
|
$4,286
0.0% of portfolio
|
Q4 2024
Reduced 77.36%
|