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 |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
13
shares
|
$2,052
0.0% of portfolio
|
Q4 2024
Added 62.5%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
13
shares
|
$2,052
0.0% of portfolio
|
Q4 2024
Added 62.5%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
12
shares
|
$1,894
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
12
shares
|
$1,894
0.0% of portfolio
|
Q1 2025
Added 140.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
12
shares
|
$1,894
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
11
shares
|
$1,736
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
11
shares
|
$1,736
0.0% of portfolio
|
Q1 2022
Reduced 83.58%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
10
shares
|
$1,578
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
10
shares
|
$1,578
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
10
shares
|
$1,578
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
10
shares
|
$1,578
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
9
shares
|
$1,420
0.0% of portfolio
|
Q1 2025
Added 350.0%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
8
shares
|
$1,262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
8
shares
|
$1,262
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
8
shares
|
$1,262
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
8
shares
|
$1,262
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
6
shares
|
$947
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5
shares
|
$789
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
5
shares
|
$789
0.0% of portfolio
|
Q1 2025
Reduced 83.33%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
5
shares
|
$789
0.0% of portfolio
|
Q1 2025
Reduced 70.59%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
4
shares
|
$631
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
4
shares
|
$631
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
4
shares
|
$631
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
4
shares
|
$631
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
4
shares
|
$631
0.0% of portfolio
|
Q4 2024
New holding
|