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 |
|---|---|---|---|---|---|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,050
shares
|
$191,352
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
1,040
shares
|
$189,529
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
1,023
shares
|
$186,431
0.01% of portfolio
|
Q3 2025
Reduced 18.87%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
1,010
shares
|
$184,062
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,008
shares
|
$183,697
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
1,000
shares
|
$182,240
0.01% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
1,000
shares
|
$182,240
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
898
shares
|
$163,651
0.0% of portfolio
|
Q3 2025
Reduced 40.17%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
872
shares
|
$158,913
0.0% of portfolio
|
Q3 2025
Reduced 75.58%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
852
shares
|
$155,268
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
843
shares
|
$153,628
0.03% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
836
shares
|
$152,352
0.03% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
817
shares
|
$148,890
0.02% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Oct 14, 2025 Q3 2025 |
796
shares
|
$145,063
0.0% of portfolio
|
Q3 2025
Added 22.09%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
786
shares
|
$143,240
0.01% of portfolio
|
Q2 2023
Reduced 2.12%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
770
shares
|
$140,324
0.02% of portfolio
|
Q2 2025
Reduced 31.68%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
769
shares
|
$140,142
0.01% of portfolio
|
Q1 2025
Added 82.23%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
752
shares
|
$137,044
0.0% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
746
shares
|
$135,951
0.0% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
726
shares
|
$132,306
0.0% of portfolio
|
Q3 2025
Reduced 36.15%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
705
shares
|
$128,479
0.02% of portfolio
|
Q3 2025
Reduced 39.38%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
704
shares
|
$128,296
0.0% of portfolio
|
Q4 2025
Reduced 48.65%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
694
shares
|
$126,474
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
684
shares
|
$124,652
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
675
shares
|
$123,012
0.01% of portfolio
|
Q2 2023
Reduced 3.71%
|
|