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 1,071 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
1,396
shares
|
$254,407
0.03% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
1,396
shares
|
$254,407
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,382
shares
|
$251,855
0.01% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
1,379
shares
|
$251,308
0.01% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,371
shares
|
$249,851
0.01% of portfolio
|
Q3 2025
Added 65.18%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
1,370
shares
|
$249,668
0.06% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,352
shares
|
$246,388
0.01% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
1,347
shares
|
$245,477
0.08% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,341
shares
|
$244,383
0.0% of portfolio
|
Q3 2025
Added 15.21%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,341
shares
|
$244,383
0.02% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
1,339
shares
|
$244,019
0.01% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,326
shares
|
$241,650
0.01% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
1,325
shares
|
$241,468
0.01% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
1,324
shares
|
$241,285
0.06% of portfolio
|
Q3 2025
Reduced 40.25%
|
|
|
Edmp, Inc.
|
Oct 21, 2025 Q3 2025 |
1,322
shares
|
$240,921
0.21% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,322
shares
|
$240,921
0.08% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,318
shares
|
$240,192
0.01% of portfolio
|
Q1 2025
Reduced 50.66%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
1,315
shares
|
$239,645
0.0% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
1,314
shares
|
$239,463
0.01% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
1,311
shares
|
$238,916
0.04% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
1,310
shares
|
$238,734
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
1,307
shares
|
$238,187
0.02% of portfolio
|
Q3 2025
New holding
|
|