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 1,069 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
665
shares
|
$121,189
0.07% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
648
shares
|
$118,091
0.01% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
635
shares
|
$115,722
0.01% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
600
shares
|
$109,344
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
594
shares
|
$108,250
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
593
shares
|
$108,068
0.01% of portfolio
|
Q4 2025
Reduced 3.26%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
582
shares
|
$106,063
0.01% of portfolio
|
Q3 2022
Added 33.79%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
572
shares
|
$104,241
0.01% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
568
shares
|
$103,512
0.03% of portfolio
|
Q2 2024
Added 19.58%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
560
shares
|
$102,054
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
555
shares
|
$101,143
0.0% of portfolio
|
Q3 2025
Reduced 24.69%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
530
shares
|
$96,587
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
515
shares
|
$93,853
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
510
shares
|
$92,942
0.0% of portfolio
|
Q2 2021
Reduced 21.54%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
509
shares
|
$92,760
0.0% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
504
shares
|
$91,848
0.0% of portfolio
|
Q3 2025
Added 2300.0%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
482
shares
|
$87,839
0.01% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
468
shares
|
$85,288
0.01% of portfolio
|
Q4 2024
Reduced 41.5%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
455
shares
|
$82,919
0.02% of portfolio
|
Q3 2025
Added 52.17%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
436
shares
|
$79,456
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
414
shares
|
$75,447
0.0% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
412
shares
|
$75,082
0.0% of portfolio
|
Q3 2025
Added 0.73%
|
|