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 |
|---|---|---|---|---|---|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
51
shares
|
$10,366
0.0% of portfolio
|
Q2 2025
Added 15.91%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
50
shares
|
$10,163
0.0% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$10,163
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
48
shares
|
$9,756
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
46
shares
|
$9,349
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
45
shares
|
$9,146
0.0% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
44
shares
|
$8,943
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
40
shares
|
$8,130
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
36
shares
|
$7,317
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
35
shares
|
$7,114
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
34
shares
|
$6,910
0.0% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
31
shares
|
$6,301
0.0% of portfolio
|
Q2 2025
Added 63.16%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
30
shares
|
$6,097
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
29
shares
|
$5,894
0.0% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
28
shares
|
$5,691
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
26
shares
|
$5,284
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
26
shares
|
$5,284
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
26
shares
|
$5,284
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
26
shares
|
$5,284
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
26
shares
|
$5,284
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
24
shares
|
$4,878
0.0% of portfolio
|
Q4 2024
Reduced 77.36%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
21
shares
|
$4,268
0.0% of portfolio
|
Q2 2025
Reduced 38.24%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
20
shares
|
$4,065
0.0% of portfolio
|
Q2 2025
Added 42.86%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
20
shares
|
$4,065
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
20
shares
|
$4,065
0.0% of portfolio
|
Q2 2025
Added 566.67%
|