Who Owns Williams-Sonoma Inc (WSM)? -- Institutional Holders (2026-06-30)

31 institutions reported holding $40.3M of Williams-Sonoma Inc (WSM) in SEC 13F filings for 2026-06-30. Largest institutional holders: JGP Wealth Management, LLC ($13.7M), Czech National Bank ($7.8M), BEACON INVESTMENT ADVISORY SERVICES, INC. ($4.6M), Shulman DeMeo Asset Management LLC ($3.0M), Westmount Partners, LLC ($1.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1JGP Wealth Management, LLC$13.7M58,844Added
2Czech National Bank$7.8M33,514Added
3BEACON INVESTMENT ADVISORY SERVICES, INC.$4.6M19,828Hold
4Shulman DeMeo Asset Management LLC$3.0M13,003Trimmed
5Westmount Partners, LLC$1.5M6,623Added
6Assenagon Asset Management S.A.$1.5M6,432Trimmed
7Hennion & Walsh Asset Management, Inc.$1.1M4,604Trimmed
8GAMMA Investing LLC$925,8733,972Added
9PensionDanmark Pensionsforsikringsaktieselskab$820,5123,520New
10CX Institutional$752,0003,225Trimmed
11Versant Capital Management, Inc$590,2092,532Added
12Grant Private Wealth Management Inc$437,2961,876Trimmed
13M.E. ALLISON & CO., INC.$432,9591,857Hold
14Valeo Financial Advisors, LLC$357,2901,531Added
15Quantum Financial Advisors, LLC$347,3391,490Hold
16Clark Asset Management, LLC$336,5961,444Hold
17Balefire, LLC$329,6031,414Added
18MassMutual Private Wealth & Trust, FSB$325,6411,397Trimmed
19Beacon Bank & Trust$248,2511,065Trimmed
20Apella Capital, LLC$228,2951,026Added
21Avior Wealth Management, LLC$226,418971New
22Trust Asset Management LLC$210,8691,321Trimmed
23EASTERN BANK$158,508680New
24HARBOR INVESTMENT ADVISORY, LLC$127,473547Trimmed
25ELEVATION WEALTH PARTNERS, LLC$48,252207Added

Source: SEC Form 13F filings · as of 2026-06-30