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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
103
shares
|
$14,338
0.0% of portfolio
|
Q3 2024
Added 106.0%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
100
shares
|
$13,921
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
100
shares
|
$13,921
0.0% of portfolio
|
Q4 2024
Reduced 74.49%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
100
shares
|
$13,921
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$13,921
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
97
shares
|
$13,503
0.0% of portfolio
|
Q3 2024
Added 67.24%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
96
shares
|
$13,364
0.01% of portfolio
|
Q3 2024
Added 81.13%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
95
shares
|
$13,224
0.01% of portfolio
|
Q4 2024
Reduced 46.93%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
93
shares
|
$12,946
0.01% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
92
shares
|
$12,807
0.0% of portfolio
|
Q1 2025
Added 76.92%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
89
shares
|
$12,389
0.0% of portfolio
|
Q1 2025
Added 14.1%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
88
shares
|
$12,250
0.0% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
85
shares
|
$11,832
0.01% of portfolio
|
Q1 2022
Reduced 9.57%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
84
shares
|
$11,693
0.0% of portfolio
|
Q3 2024
Added 82.61%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
84
shares
|
$11,693
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
84
shares
|
$11,693
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
82
shares
|
$11,415
0.0% of portfolio
|
Q4 2024
Reduced 20.39%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
80
shares
|
$11,136
0.0% of portfolio
|
Q3 2024
Reduced 99.45%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
79
shares
|
$10,997
0.01% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
79
shares
|
$10,997
0.0% of portfolio
|
Q4 2024
Added 14.49%
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
78
shares
|
$10,858
0.0% of portfolio
|
Q1 2025
Reduced 38.1%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
77
shares
|
$10,719
0.0% of portfolio
|
Q3 2024
Added 71.11%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
76
shares
|
$10,579
0.0% of portfolio
|
Q4 2024
Reduced 31.53%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
75
shares
|
$10,440
0.01% of portfolio
|
Q1 2024
Reduced 4.0%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
73
shares
|
$10,162
0.0% of portfolio
|
Q4 2024
Added 180.77%
|