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 1,065 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 |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,714
shares
|
$676,839
0.03% of portfolio
|
Q3 2022
Added 78.64%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
3,691
shares
|
$672,647
0.04% of portfolio
|
Q3 2025
Added 17.44%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
3,677
shares
|
$670,096
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,667
shares
|
$668,274
0.03% of portfolio
|
Q3 2025
Reduced 15.78%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
3,660
shares
|
$666,998
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,635
shares
|
$662,442
0.0% of portfolio
|
Q2 2025
Added 31.46%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
3,600
shares
|
$656,064
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
3,598
shares
|
$655,699
0.2% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
3,598
shares
|
$655,699
0.01% of portfolio
|
Q3 2025
Added 18.04%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
3,582
shares
|
$652,783
0.02% of portfolio
|
Q3 2025
Reduced 14.86%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
3,578
shares
|
$652,054
0.06% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
3,578
shares
|
$652,054
0.02% of portfolio
|
Q2 2025
Reduced 37.53%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
3,559
shares
|
$648,592
0.01% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
3,540
shares
|
$645,129
0.07% of portfolio
|
Q4 2022
Reduced 0.11%
|
|
|
Arjuna Capital
|
Nov 04, 2025 Q3 2025 |
3,507
shares
|
$639,115
0.18% of portfolio
|
Q3 2025
Reduced 77.07%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
3,502
shares
|
$638,204
0.0% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Wendell David Associates Inc
|
Oct 30, 2025 Q3 2025 |
3,500
shares
|
$637,840
0.07% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
3,500
shares
|
$637,840
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
3,496
shares
|
$637,111
0.0% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
3,458
shares
|
$630,185
0.03% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
3,457
shares
|
$630,003
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,447
shares
|
$628,181
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Absher Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
3,415
shares
|
$622,349
0.08% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
3,357
shares
|
$611,779
0.23% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
3,317
shares
|
$604,490
0.04% of portfolio
|
Q3 2025
Added 21.72%
|
|