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 |
|---|---|---|---|---|---|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
2,754
shares
|
$501,888
0.14% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
2,746
shares
|
$500,431
0.07% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
2,737
shares
|
$498,790
0.03% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,727
shares
|
$496,968
0.02% of portfolio
|
Q3 2023
Added 12.22%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
2,700
shares
|
$492,048
0.03% of portfolio
|
Q1 2025
Reduced 89.37%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,683
shares
|
$488,949
0.17% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
2,675
shares
|
$487,492
0.02% of portfolio
|
Q4 2025
Added 10.77%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
2,675
shares
|
$487,492
0.0% of portfolio
|
Q3 2025
Added 22.43%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,670
shares
|
$486,580
0.16% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
2,664
shares
|
$485,487
0.05% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
2,644
shares
|
$481,842
0.01% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
2,628
shares
|
$478,926
0.06% of portfolio
|
Q2 2025
Added 41.9%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
2,626
shares
|
$478,562
0.01% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
2,611
shares
|
$475,828
0.06% of portfolio
|
Q4 2025
Added 34.87%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
2,596
shares
|
$473,095
0.01% of portfolio
|
Q3 2025
Reduced 76.12%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
2,544
shares
|
$463,618
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Nov 14, 2025 Q3 2025 |
2,542
shares
|
$463,254
0.04% of portfolio
|
Q3 2025
Added 49.97%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
2,524
shares
|
$459,973
0.0% of portfolio
|
Q4 2025
Reduced 49.74%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
2,507
shares
|
$456,875
0.02% of portfolio
|
Q3 2025
Reduced 28.6%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
2,507
shares
|
$456,875
0.29% of portfolio
|
Q3 2025
Reduced 9.92%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
2,503
shares
|
$456,146
0.35% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
2,500
shares
|
$455,600
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
2,476
shares
|
$451,226
0.15% of portfolio
|
Q3 2025
Reduced 11.76%
|
|
|
Jlb & Associates Inc
|
Oct 30, 2025 Q3 2025 |
2,466
shares
|
$449,403
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,452
shares
|
$446,852
0.0% of portfolio
|
Q3 2025
Reduced 52.85%
|
|