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 1,072 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 $19.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
10
shares
|
$1,822
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
10
shares
|
$1,822
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
10
shares
|
$1,822
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
10
shares
|
$1,822
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
9
shares
|
$1,640
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
9
shares
|
$1,640
0.0% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
9
shares
|
$1,640
0.0% of portfolio
|
Q2 2025
Added 125.0%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
9
shares
|
$1,640
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
8
shares
|
$1,457
0.0% of portfolio
|
Q3 2025
Reduced 98.19%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
8
shares
|
$1,457
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
8
shares
|
$1,457
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
8
shares
|
$1,457
0.0% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
8
shares
|
$1,457
0.0% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
8
shares
|
$1,457
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
7
shares
|
$1,275
0.0% of portfolio
|
Q2 2025
Added 250.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
7
shares
|
$1,275
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
6
shares
|
$1,093
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5
shares
|
$911
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
4
shares
|
$728
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4
shares
|
$728
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
4
shares
|
$728
0.0% of portfolio
|
Q2 2025
Reduced 63.64%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$728
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$728
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3
shares
|
$546
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3
shares
|
$546
0.0% of portfolio
|
Q4 2021
New holding
|
|