Filing Research | WSM - WILLIAMS SONOMA INC Institutional Holdings

Snapshot holdings

50 / 250 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	401.7KSH	$93.6M
2	Vest Financial, LLC	Shares	360.1KSH	$83.9M
3	Boston Trust Walden Corp	Shares	275.2KSH	$64.1M
4	MCRAE CAPITAL MANAGEMENT INC	Shares	109.3KSH	$25.5M
5	INVESTMENT HOUSE LLC	Shares	133.3KSH	$24.3M
6	THOMAS STORY & SON LLC	Shares	77.2KSH	$18.0M
7	Sequoia Financial Advisors, LLC	Shares	67.9KSH	$15.8M
8	JGP Wealth Management, LLC	Shares	58.8KSH	$13.7M
9	CARY STREET PARTNERS FINANCIAL LLC	Shares	55.7KSH	$13.0M
10	GRACE & WHITE INC /NY	Shares	54.2KSH	$12.6M
11	Radnor Capital Management, LLC	Shares	44.1KSH	$10.3M
12	Telos Capital Management, Inc.	Shares	39.6KSH	$9.2M
13	Goelzer Investment Management, Inc.	Shares	38.4KSH	$9.0M
14	Czech National Bank	Shares	33.5KSH	$7.8M
15	ASR Vermogensbeheer N.V.	Shares	32.8KSH	$7.6M
16	IFM Investors Pty Ltd	Shares	30.5KSH	$7.1M
17	Mirae Asset Global Investments Co., Ltd.	Shares	28.7KSH	$6.7M
18	Martin Capital Advisors, LLP	Shares	25.1KSH	$5.8M
19	Avidian Wealth Enterprises, LLC	Shares	23.3KSH	$5.4M
20	Great Diamond Partners, LLC	Shares	22.6KSH	$5.3M
21	ROMANO BROTHERS AND COMPANY	Shares	20.6KSH	$4.8M
22	PRECEDENT WEALTH PARTNERS, LLC	Shares	20.3KSH	$4.7M
23	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	19.8KSH	$4.6M
24	Insight Inv LLC	Shares	18.7KSH	$4.4M
25	Police & Firemen's Retirement System of New Jersey	Shares	17.7KSH	$4.1M
26	GREATMARK INVESTMENT PARTNERS, INC.	Shares	17.5KSH	$4.1M
27	ABN AMRO INVESTMENT SOLUTIONS	Shares	17.0KSH	$4.0M
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.9KSH	$3.7M
29	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	14.9KSH	$3.5M
30	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	14.7KSH	$3.4M
31	VISION FINANCIAL MARKETS LLC	Shares	13.5KSH	$3.1M
32	Shulman DeMeo Asset Management LLC	Shares	13.0KSH	$3.0M
33	QRG CAPITAL MANAGEMENT, INC.	Shares	12.9KSH	$3.0M
34	HENNESSY ADVISORS INC	Shares	12.4KSH	$2.9M
35	Triasima Portfolio Management inc.	Shares	12.3KSH	$2.9M
36	Cascade Investment Advisors, Inc.	Shares	12.0KSH	$2.8M
37	OLD NATIONAL BANCORP /IN/	Shares	12.0KSH	$2.8M
38	Mediolanum International Funds Ltd	Shares	11.4KSH	$2.7M
39	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	11.7KSH	$2.7M
40	DAVENPORT & Co LLC	Shares	11.5KSH	$2.7M
41	GATEWAY INVESTMENT ADVISERS LLC	Shares	11.2KSH	$2.6M
42	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	10.6KSH	$2.5M
43	FULTON BANK, N.A.	Shares	10.2KSH	$2.4M
44	Venturi Wealth Management, LLC	Shares	10.1KSH	$2.4M
45	MOGY JOEL R INVESTMENT COUNSEL INC	Shares	9.8KSH	$2.3M
46	ALBION FINANCIAL GROUP /UT	Shares	9.3KSH	$2.2M
47	Farther Finance Advisors, LLC	Shares	8.9KSH	$2.1M
48	Fideuram Asset Management (Ireland) dac	Shares	8.6KSH	$1.9M
49	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	7.2KSH	$1.7M
50	SHEETS SMITH WEALTH MANAGEMENT	Shares	7.0KSH	$1.6M

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Manager changes2026-06-30 vs 2026-03-31

50 / 262 loaded

#		Instrument
1	Robeco Institutional Asset Management B.V. added	Shares	+10.1K	+$22.2M	$93.6M
2	Boston Trust Walden Corp added	Shares	+43.9K	+$22.0M	$64.1M
3	Vest Financial, LLC added	Shares	+17.4K	+$21.5M	$83.9M
4	ASR Vermogensbeheer N.V. added	Shares	+22.6K	+$5.8M	$7.6M
5	JGP Wealth Management, LLC added	Shares	+13.6K	+$5.5M	$13.7M
6	MCRAE CAPITAL MANAGEMENT INC trimmed	Shares	-5.9K	+$4.5M	$25.5M
7	THOMAS STORY & SON LLC trimmed	Shares	-18	+$3.9M	$18.0M
8	Sequoia Financial Advisors, LLC added	Shares	+1.3K	+$3.7M	$15.8M
9	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+230	+$2.9M	$13.0M
10	GRACE & WHITE INC /NY trimmed	Shares	-1.3K	+$2.5M	$12.6M
11	Radnor Capital Management, LLC trimmed	Shares	-475	+$2.1M	$10.3M
12	IFM Investors Pty Ltd added	Shares	+2.8K	+$2.0M	$7.1M
13	Mirae Asset Global Investments Co., Ltd. added	Shares	+3.1K	+$2.0M	$6.7M
14	Telos Capital Management, Inc. trimmed	Shares	-100	+$2.0M	$9.2M
15	Czech National Bank added	Shares	+1.0K	+$1.9M	$7.8M
16	Fideuram Asset Management (Ireland) dac new	Shares	+8.6K	+$1.9M	$1.9M
17	Goelzer Investment Management, Inc. trimmed	Shares	-1.1K	+$1.7M	$9.0M
18	PRECEDENT WEALTH PARTNERS, LLC added	Shares	+2.0K	+$1.4M	$4.7M
19	Martin Capital Advisors, LLP added	Shares	+582	+$1.4M	$5.8M
20	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+4.4K	+$1.3M	$2.5M
21	Farther Finance Advisors, LLC added	Shares	+4.3K	+$1.2M	$2.1M
22	Avidian Wealth Enterprises, LLC added	Shares	+85	+$1.2M	$5.4M
23	Great Diamond Partners, LLC added	Shares	+206	+$1.2M	$5.3M
24	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+1.1K	+$1.1M	$4.0M
25	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$1.0M	$4.6M
26	GREATMARK INVESTMENT PARTNERS, INC. added	Shares	+400	+$961.1K	$4.1M
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.4K	+$957.8K	$3.7M
28	Canada Post Corp Registered Pension Plan added	Shares	+3.2K	+$898.8K	$1.5M
29	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+1.6K	+$861.0K	$2.6M
30	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-295	+$843.7K	$4.1M
31	Insight Inv LLC trimmed	Shares	-655	+$829.1K	$4.4M
32	Mediolanum International Funds Ltd added	Shares	+181	+$756.7K	$2.7M
33	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-95	+$740.1K	$3.5M
34	QRG CAPITAL MANAGEMENT, INC. added	Shares	+419	+$731.7K	$3.0M
35	PARSONS CAPITAL MANAGEMENT INC/RI trimmed	Shares	-232	+$706.3K	$3.4M
36	ROMANO BROTHERS AND COMPANY trimmed	Shares	-2.0K	+$683.9K	$4.8M
37	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	+$680.4K	$3.1M
38	Shulman DeMeo Asset Management LLC trimmed	Shares	-48	+$651.5K	$3.0M
39	Triasima Portfolio Management inc. unchanged	Shares	0	+$623.2K	$2.9M
40	Cascade Investment Advisors, Inc. trimmed	Shares	-135	+$586.0K	$2.8M
41	HENNESSY ADVISORS INC trimmed	Shares	-300	+$574.8K	$2.9M
42	DAVENPORT & Co LLC trimmed	Shares	-55	+$572.2K	$2.7M
43	Venturi Wealth Management, LLC added	Shares	+313	+$571.2K	$2.4M
44	FULTON BANK, N.A. trimmed	Shares	-3	+$517.7K	$2.4M
45	MOGY JOEL R INVESTMENT COUNSEL INC unchanged	Shares	0	+$496.3K	$2.3M
46	BENJAMIN EDWARDS INC added	Shares	+1.5K	+$481.8K	$941.2K
47	OLD NATIONAL BANCORP /IN/ trimmed	Shares	-728	+$474.4K	$2.8M
48	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-813	+$444.5K	$2.7M
49	ALBION FINANCIAL GROUP /UT trimmed	Shares	-214	+$431.7K	$2.2M
50	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+589	+$408.5K	$1.4M

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