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 996 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
216
shares
|
$30,069
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
211
shares
|
$29,373
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
203
shares
|
$28,259
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
202
shares
|
$28,120
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
200
shares
|
$27,842
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
200
shares
|
$27,842
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
200
shares
|
$27,842
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
194
shares
|
$27,006
0.03% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
192
shares
|
$26,728
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
188
shares
|
$26,171
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
180
shares
|
$25,057
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
172
shares
|
$23,944
0.01% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
162
shares
|
$22,552
0.0% of portfolio
|
Q4 2024
Added 23.66%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
160
shares
|
$22,273
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
153
shares
|
$21,299
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
144
shares
|
$20,046
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
138
shares
|
$19,210
0.0% of portfolio
|
Q4 2023
Added 2.22%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
136
shares
|
$18,932
0.01% of portfolio
|
Q4 2024
Added 28.3%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
132
shares
|
$18,375
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
122
shares
|
$16,983
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
120
shares
|
$16,705
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
120
shares
|
$16,705
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
118
shares
|
$16,426
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
110
shares
|
$15,313
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
109
shares
|
$15,173
0.03% of portfolio
|
Q4 2024
New holding
|