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 1,068 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 |
|---|---|---|---|---|---|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,148
shares
|
$209,211
0.06% of portfolio
|
Q3 2025
Reduced 20.94%
|
|
|
Consolidated Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,140
shares
|
$207,753
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
1,138
shares
|
$207,389
0.01% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
1,138
shares
|
$207,389
0.01% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
1,135
shares
|
$206,842
0.0% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
1,135
shares
|
$206,842
0.07% of portfolio
|
Q3 2025
Reduced 27.66%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,129
shares
|
$205,748
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
1,126
shares
|
$205,202
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
1,126
shares
|
$205,202
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,120
shares
|
$204,108
0.0% of portfolio
|
Q3 2025
Reduced 91.8%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
1,120
shares
|
$204,108
0.01% of portfolio
|
Q3 2025
Reduced 30.82%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
1,119
shares
|
$203,926
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
1,118
shares
|
$203,744
0.03% of portfolio
|
Q3 2025
Reduced 23.84%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
1,114
shares
|
$203,015
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Oct 30, 2025 Q3 2025 |
1,113
shares
|
$202,833
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
1,106
shares
|
$201,557
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
1,104
shares
|
$201,192
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
1,100
shares
|
$200,464
0.01% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
1,085
shares
|
$197,730
0.03% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
1,078
shares
|
$196,454
0.01% of portfolio
|
Q3 2025
Reduced 78.43%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
1,074
shares
|
$195,725
0.0% of portfolio
|
Q3 2025
Reduced 15.57%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,072
shares
|
$195,361
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
1,070
shares
|
$194,996
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
1,066
shares
|
$194,267
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
1,057
shares
|
$192,627
0.05% of portfolio
|
Q3 2025
New holding
|
|