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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
205
shares
|
$37,359
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
202
shares
|
$36,812
0.0% of portfolio
|
Q3 2025
Added 32.89%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
202
shares
|
$36,812
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
201
shares
|
$36,630
0.0% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
200
shares
|
$36,448
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
200
shares
|
$36,448
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
200
shares
|
$36,448
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
192
shares
|
$34,990
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
180
shares
|
$32,803
0.02% of portfolio
|
Q2 2025
Added 130.77%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
176
shares
|
$32,074
0.01% of portfolio
|
Q4 2025
Added 22.22%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
172
shares
|
$31,345
0.01% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
160
shares
|
$29,158
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
150
shares
|
$27,336
0.01% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
149
shares
|
$27,153
0.0% of portfolio
|
Q2 2025
Added 473.08%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
144
shares
|
$26,242
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
138
shares
|
$25,149
0.0% of portfolio
|
Q4 2023
Added 2.22%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
137
shares
|
$24,966
0.0% of portfolio
|
Q3 2025
Reduced 78.29%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
136
shares
|
$24,784
0.01% of portfolio
|
Q4 2024
Added 28.3%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
132
shares
|
$24,055
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
131
shares
|
$23,873
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
122
shares
|
$22,233
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
118
shares
|
$21,504
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
114
shares
|
$20,775
0.02% of portfolio
|
Q3 2025
Reduced 89.82%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
110
shares
|
$20,046
0.0% of portfolio
|
Q1 2025
Reduced 55.28%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
110
shares
|
$20,046
0.09% of portfolio
|
Q3 2025
Reduced 70.35%
|
|