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 |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
20
shares
|
$4,065
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
20
shares
|
$4,065
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
19
shares
|
$3,861
0.0% of portfolio
|
Q2 2025
Reduced 93.54%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
19
shares
|
$3,861
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
19
shares
|
$3,861
0.0% of portfolio
|
Q2 2025
Reduced 36.67%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
17
shares
|
$3,455
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
17
shares
|
$3,455
0.0% of portfolio
|
Q2 2025
Added 41.67%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
16
shares
|
$3,252
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
14
shares
|
$2,845
0.0% of portfolio
|
Q2 2025
Added 180.0%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
12
shares
|
$2,439
0.0% of portfolio
|
Q2 2025
Added 140.0%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
11
shares
|
$2,235
0.0% of portfolio
|
Q1 2022
Reduced 83.58%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
10
shares
|
$2,032
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
10
shares
|
$2,032
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
10
shares
|
$2,032
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
10
shares
|
$2,032
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
9
shares
|
$1,829
0.0% of portfolio
|
Q2 2025
Added 125.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
9
shares
|
$1,829
0.0% of portfolio
|
Q1 2025
Added 350.0%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
9
shares
|
$1,829
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
8
shares
|
$1,626
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
8
shares
|
$1,626
0.0% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
8
shares
|
$1,626
0.0% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
8
shares
|
$1,626
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
8
shares
|
$1,626
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
7
shares
|
$1,422
0.0% of portfolio
|
Q2 2025
Added 250.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
6
shares
|
$1,219
0.0% of portfolio
|
Q2 2025
Added 50.0%
|