WSM · Company research
Williams-Sonoma, Inc. (WSM): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableConsumer
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Richardson Capital Management LLC | 1621646 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 233100 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Maven Securities LTD | 1633046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25754 | 6003257 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16855 | 3928901 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3462 | 806992 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Turner Financial Group, Inc. | 2149918 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 948 | 221080 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TIEMANN INVESTMENT ADVISORS, LLC | 1575151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1450 | 337995 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Nemes Rush Group LLC | 1982273 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 466 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54999 | 12820267 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 144 | 33567 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Bayforest Capital Ltd | 2048423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 208 | 48485 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Marex Group Ltd | 1997464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1772 | 413053 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Orion Porfolio Solutions, LLC | 1360533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19107 | 4454036 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Texas Capital Bank Wealth Management Services Inc | 1802655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1137 | 265035 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 82122 | 19142638 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17692 | 4124091 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Center For Asset Management LLC | 1844878 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3483 | 811924 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Evercore Wealth Management, LLC | 1482689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1230 | 286713 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Csenge Advisory Group | 1715593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1745 | 406728 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6705 | 1562936 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MOGY JOEL R INVESTMENT COUNSEL INC | 1126735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9775 | 2278553 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| NORDEA INVESTMENT MANAGEMENT AB | 1218210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 519237 | 121989541 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76799 | 17902 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHEETS SMITH WEALTH MANAGEMENT | 1157436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7037 | 1640325 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Drucker Wealth 3.0, LLC | 2031642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4145 | 966200 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Midwest Trust Co | 2077080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 913 | 212820 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Dorato Capital Management | 2095216 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 520 | 115310 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1055576 | 246054766 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| REGATTA CAPITAL GROUP, LLC | 1911488 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13938 | 3248835 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11468 | 2673191 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SCOPUS ASSET MANAGEMENT, L.P. | 1317583 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150000 | 34965000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1214 | 283016 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2603 | 606759 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22325 | 5204 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Seneschal Advisors, LLC | 2039659 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 700 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6200281 | 1445285501 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3430963 | 807768500 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GLR Partners, LLC | 2134831 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2584 | 602330 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Tema ETFs LLC | 2056807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1815 | 423077 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| DIVIDEND ASSETS CAPITAL, LLC | 1365167 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47316 | 11029349 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3768 | 878268 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 354150 | 82552365 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 419900 | 97878690 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| E. Ohman J:or Asset Management AB | 2009396 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5036 | 1173892 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Avidian Wealth Enterprises, LLC | 1471474 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23303 | 5431842 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| L2 Asset Management, LLC | 1686988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1669 | 389044 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SEB Asset Management AB | 2127509 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88890 | 20720259 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Horizon Investments, LLC | 1560717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7676 | 1783288 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Wealthcare Advisory Partners LLC | 1683059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1293 | 301514 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 3497 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Compound Planning, Inc. | 1978879 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1433 | 334087 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| RENASANT BANK | 1656167 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1073 | 250116 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 2057056 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7240 | 1687644 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| CHOREO, LLC | 1679031 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8590 | 2002250 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 231172 | 53886193 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Plan Group Financial, LLC | 1940033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1400 | 326340 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Ring Mountain Capital, LLC | 2051343 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 909 | 211888 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Hennion & Walsh Asset Management, Inc. | 1861642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4604 | 1073192 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Apella Capital, LLC | 1801507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1026 | 228295 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Berkeley, Inc | 2051965 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1348 | 314124 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| NEOS Investment Management LLC | 2001019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19453 | 4534494 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Czech National Bank | 1908923 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33514 | 7812113 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14 | 3263 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 207 | 48252 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| M.E. ALLISON & CO., INC. | 1619532 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1857 | 432959 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Balefire, LLC | 1750924 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1414 | 329603 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Elevated Capital Advisors, LLC | 1802387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1829 | 426232 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5906785 | 1376871584 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Hilltop National Bank | 2021658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 6993 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5514 | 1285309 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Arlington Trust Co LLC | 1997685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 46620 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Prosperity Bancshares Inc | 1068851 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55 | 12821 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54613 | 12731366 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rakuten Investment Management, Inc. | 2062680 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19331 | 4642726 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12130 | 2827503 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Grant Private Wealth Management Inc | 2056418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1876 | 437296 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| LITTLE HOUSE CAPITAL LLC | 1748814 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6974 | 1625654 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| California Public Employees Retirement System | 919079 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 218347 | 50896686 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5463 | 1273397 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SPINNAKER TRUST | 1158970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1464 | 341258 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| EVEXIA WEALTH LLC | 1975710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47714 | 11441701 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.