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 1,069 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 |
|---|---|---|---|---|---|
|
Roberts Wealth Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
27,109
shares
|
$4.94 Million
1.5% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
27,023
shares
|
$4.92 Million
0.36% of portfolio
|
Q2 2022
Reduced 1.79%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
27,005
shares
|
$4.92 Million
0.13% of portfolio
|
Q2 2025
Reduced 45.89%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
26,758
shares
|
$4.88 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
26,754
shares
|
$4.88 Million
0.02% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
26,532
shares
|
$4.84 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.27%
|
|
|
Retirement Systems Of Alabama
|
Oct 31, 2025 Q3 2025 |
26,238
shares
|
$4.78 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
26,047
shares
|
$4.75 Million
0.01% of portfolio
|
Q3 2025
Added 28.64%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
25,933
shares
|
$4.73 Million
0.02% of portfolio
|
Q3 2025
Reduced 94.63%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
25,677
shares
|
$4.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 43.66%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
25,463
shares
|
$4.64 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
25,278
shares
|
$4.61 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
25,243
shares
|
$4.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.36%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
25,105
shares
|
$4.58 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ifm Investors Pty LTD
|
Oct 14, 2025 Q3 2025 |
24,880
shares
|
$4.53 Million
0.04% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
Nov 14, 2025 Q3 2025 |
24,836
shares
|
$4.53 Million
0.07% of portfolio
|
Q3 2025
Added 28.06%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
24,822
shares
|
$4.52 Million
0.04% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 07, 2025 Q3 2025 |
24,600
shares
|
$4.48 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
24,325
shares
|
$4.43 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Martin Capital Advisors, LLP
|
Oct 15, 2025 Q3 2025 |
24,060
shares
|
$4.38 Million
2.96% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 13, 2025 Q3 2025 |
23,863
shares
|
$4.35 Million
2.16% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
23,842
shares
|
$4.34 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
23,603
shares
|
$4.3 Million
1.25% of portfolio
|
Q3 2025
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
23,590
shares
|
$4.3 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Chimera Capital Management LLC
New York, NY |
May 15, 2023 Q1 2023 |
23,575
shares
|
$4.3 Million
1.37% of portfolio
|
Q1 2023
Reduced 7.47%
|
|