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 1,071 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
400
shares
|
$72,896
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
355
shares
|
$64,695
0.04% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
344
shares
|
$62,690
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
341
shares
|
$62,143
0.04% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
331
shares
|
$60,321
0.0% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
328
shares
|
$59,774
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
326
shares
|
$59,410
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
325
shares
|
$59,228
0.0% of portfolio
|
Q3 2025
Added 306.25%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
322
shares
|
$58,681
0.04% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
314
shares
|
$57,223
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
302
shares
|
$55,036
0.02% of portfolio
|
Q3 2025
Added 1061.54%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
289
shares
|
$52,667
0.0% of portfolio
|
Q3 2022
Reduced 7.37%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
281
shares
|
$51,209
0.02% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
275
shares
|
$50,116
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
274
shares
|
$49,933
0.03% of portfolio
|
Q3 2025
Added 25.11%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
271
shares
|
$49,387
0.01% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
265
shares
|
$48,293
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
259
shares
|
$47,200
0.01% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
256
shares
|
$46,653
0.02% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
254
shares
|
$46,288
0.01% of portfolio
|
Q3 2025
Added 1236.84%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
254
shares
|
$46,288
0.02% of portfolio
|
Q3 2025
Reduced 88.98%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
245
shares
|
$44,648
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
228
shares
|
$41,550
0.0% of portfolio
|
Q3 2025
Added 57.24%
|
|