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 |
|---|---|---|---|---|---|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
1,585
shares
|
$288,850
0.17% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
1,581
shares
|
$288,121
0.05% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,570
shares
|
$286,116
0.0% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Robeco Schweiz Ag
|
Oct 27, 2025 Q3 2025 |
1,546
shares
|
$281,743
0.01% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
1,544
shares
|
$281,378
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
1,520
shares
|
$277,004
0.06% of portfolio
|
Q3 2025
Added 9.59%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
1,514
shares
|
$275,911
0.14% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
1,505
shares
|
$274,271
0.03% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
1,503
shares
|
$273,906
0.04% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
1,500
shares
|
$273,360
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
1,492
shares
|
$271,902
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
1,490
shares
|
$271,537
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
1,484
shares
|
$270,444
0.0% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
1,470
shares
|
$267,892
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
1,456
shares
|
$265,341
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
1,444
shares
|
$263,154
0.01% of portfolio
|
Q1 2025
Reduced 18.28%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
1,444
shares
|
$263,154
0.03% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
1,440
shares
|
$262,425
0.08% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
1,431
shares
|
$260,785
0.03% of portfolio
|
Q4 2025
Reduced 1.38%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
1,414
shares
|
$257,687
0.01% of portfolio
|
Q4 2025
Added 5.6%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 28, 2025 Q3 2025 |
1,410
shares
|
$256,958
0.15% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,400
shares
|
$255,136
0.21% of portfolio
|
Q1 2024
Reduced 34.18%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
1,400
shares
|
$255,136
0.08% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
1,400
shares
|
$255,136
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
1,397
shares
|
$254,589
0.02% of portfolio
|
Q3 2025
Added 8.38%
|
|