WSM — Williams Sonoma Inc Institutional Holders · Q3 2026

Name: Who Owns WSM? 36 Institutions Hold $62.8M (Q3 2026)
Creator: ko.io

Who owns Williams Sonoma Inc (WSM)? 36 institutions reported holding $62.78M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($32.7M), Mn Services Vermogensbeheer B.V. ($8.0M), Avidian Wealth Enterprises, LLC ($5.2M).

Rank	Institution	Value	Shares	Change
1	CONGRESS ASSET MANAGEMENT CO	$32.7M	143,631	New
2	Mn Services Vermogensbeheer B.V.	$8.0M	34,959	Hold
3	Avidian Wealth Enterprises, LLC	$5.2M	22,941	Trimmed
4	Shulman DeMeo Asset Management LLC	$2.9M	12,218	Trimmed
5	Monument Capital Management	$2.1M	9,419	New
6	Farther Finance Advisors, LLC	$1.9M	8,533	Trimmed
7	Westwind Capital	$1.7M	7,552	New
8	TILIA FIDUCIARY PARTNERS, INC.	$1.3M	5,560	Trimmed
9	GAMMA Investing LLC	$1.0M	4,564	Added
10	CX Institutional	$795,000	3,486	Added
11	Wedmont Private Capital	$767,868	3,213	Added
12	Versant Capital Management, Inc	$600,850	2,636	Added
13	M.E. ALLISON & CO., INC.	$423,374	1,857	Hold
14	Valeo Financial Advisors, LLC	$373,059	1,636	Added
15	Legacy Wealth Asset Management, LLC	$370,630	1,626	New
16	Investment Partners Asset Management, Inc.	$369,035	1,619	Hold
17	Balefire, LLC	$300,653	1,319	Trimmed
18	MassMutual Private Wealth & Trust, FSB	$288,572	1,266	Trimmed
19	Apella Capital, LLC	$263,328	1,095	Added
20	Paragon Capital Management Ltd	$253,925	1,114	Hold
21	AMERICAN NATIONAL BANK & TRUST	$240,476	1,055	Trimmed
22	Rosenberg Matthew Hamilton	$180,528	792	Added
23	EASTERN BANK	$171,411	752	Added
24	Dorato Capital Management	$125,040	520	Hold
25	Wealth Enhancement Trust Services, Inc.	$102,801	451	Added

Source: SEC Form 13F filings · as of 2026-09-30