Williams Sonoma Inc
WSM- Exchange
- NYSE
- Industry
- Retail-Home Furniture, Furnishings & Equipment Stores
- SEC CIK
- 0000719955
In the last 90 days, Williams Sonoma Inc insiders filed 0 open-market purchases and 5 sales; 1,006 institutions reported holding it in 13F filings for Q2 2026, worth $26.4B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Williams Sonoma Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 577
- +23 vs. Q1 2021
- Shares held
- 69.9M
- −1.01M (−1.4%) vs. Q1 2021
- Total value
- $11.2B
- −$1.54B (−12.1%) vs. Q1 2021
- New holders
- 89
- 196 more added
- Sold out
- 66
- 211 more reduced
6 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WSM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,006 | $26.4B |
| Q1 2026 | 932 | $20.4B |
| Q4 2025 | 948 | $20.3B |
| Q3 2025 | 943 | $22.0B |
| Q2 2025 | 917 | $18.7B |
| Q1 2025 | 902 | $18.2B |
| Q4 2024 | 898 | $21.7B |
| Q3 2024 | 830 | $19.0B |
| Q2 2024 | 822 | $17.4B |
| Q1 2024 | 808 | $19.7B |
| Q4 2023 | 679 | $12.7B |
| Q3 2023 | 598 | $10.2B |
| Q2 2023 | 589 | $8.06B |
| Q1 2023 | 609 | $8.03B |
| Q4 2022 | 617 | $7.71B |
| Q3 2022 | 617 | $7.91B |
| Q2 2022 | 613 | $7.78B |
| Q1 2022 | 622 | $10.0B |
| Q4 2021 | 651 | $12.0B |
| Q3 2021 | 599 | $12.4B |
| Q2 2021 | 577 | $11.2B |
| Q1 2021 | 560 | $12.7B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 359 | $57.0K | 0.00% | +62+20.9% | Added |
| Newbridge Financial Services Group, Inc. | 326 | $52.0K | 0.03% | +325+32,500.0% | Added |
| Quadrant Capital Group LLC | 307 | $49.0K | 0.01% | −54−15.0% | Reduced |
| Harbor Investment Advisory, LLC | 305 | $49.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 300 | $48.0K | 0.01% | +300 | New |
| Bartlett & Co. Wealth Management LLC | 289 | $46.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 289 | $46.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 284 | $45.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 281 | $44.0K | 0.01% | +1+0.4% | Added |
| DB Wealth Management Group, LLC | 275 | $44.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 261 | $41.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 260 | $41.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 214 | $34.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 208 | $33.0K | 0.01% | +96+85.7% | Added |
| Fieldpoint Private Securities, LLC | 175 | $28.0K | 0.01% | −5−2.8% | Reduced |
| Gemmer Asset Management LLC | 166 | $27.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 153 | $24.0K | 0.00% | +33+27.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 144 | $23.0K | 0.01% | +131+1,007.7% | Added |
| Brown Brothers Harriman & Co | 138 | $22.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 133 | $21.0K | 0.00% | +107+411.5% | Added |
| Castleview Partners, LLC | 130 | $21.0K | 0.01% | +130 | New |
| Harbour Investments, Inc. | 126 | $20.0K | 0.00% | +46+57.5% | Added |
| Lindbrook Capital, LLC | 121 | $19.0K | 0.00% | −3−2.4% | Reduced |
| TCI Wealth Advisors, Inc. | 120 | $19.0K | 0.00% | +8+7.1% | Added |
| Sonora Investment Management, LLC | 122 | $19.0K | 0.00% | +22+22.0% | Added |
| Valley National Advisers Inc | 111 | $18.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 105 | $17.0K | 0.00% | −2−1.9% | Reduced |
| HM Payson & Co | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 99 | $16.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 99 | $16.0K | 0.00% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 100 | $16.0K | 0.01% | +100 | New |
| Hoese & Co LLP | 100 | $16.0K | 0.02% | +100 | New |
| Capital Advisors, Ltd. LLC | 90 | $14.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $13.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 83 | $13.0K | 0.01% | +83 | New |
| Baillie Gifford & Co | 76 | $12.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 65 | $10.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 64 | $10.0K | 0.00% | +44+220.0% | Added |
| TD Ameritrade Investment Management, LLC | 54 | $9.00K | 0.00% | −609−91.9% | Reduced |
| Glassman Wealth Services | 56 | $9.00K | 0.00% | +38+211.1% | Added |
| Savior LLC | 48 | $8.00K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 47 | $8.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 49 | $8.00K | 0.00% | +49 | New |
| Earnest Partners LLC | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 34 | $5.00K | 0.00% | −27−44.3% | Reduced |
| Arkadios Wealth Advisors | 33 | $5.00K | 0.00% | +9+37.5% | Added |
| Lee Financial Co | 31 | $5.00K | 0.00% | +31 | New |
| Manchester Capital Management LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 25 | $4.00K | 0.01% | −4−13.8% | Reduced |
| Tarbox Family Office, Inc. | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 16 | $2.55K | 0.00% | −1,693−99.1% | Reduced |
| Clearstead Advisors, LLC | 12 | $2.00K | 0.00% | −60−83.3% | Reduced |
| Vigilant Capital Management, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 13 | $2.00K | 0.00% | +1+8.3% | Added |
| Jacobi Capital Management LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Lake Point Wealth Management | 10 | $2.00K | 0.00% | +10 | New |
| Leonteq Securities AG | 8 | $1.28K | 0.00% | −33−80.5% | Reduced |
| Washington Trust Co | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $1.00K | 0.00% | +4 | New |
| Trustcore Financial Services, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Sutton Wealth Advisors Inc. | 6 | $958 | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 4 | $639 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 131 | – | – | +131 | New |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −195,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −177,718−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −109,223−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −84,797−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −76,456−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −46,694−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −44,690−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −43,466−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −33,961−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −25,031−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −18,398−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −13,310−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −11,844−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −11,805−100.0% | Sold out |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −20,710−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −10,248−100.0% | Sold out |
| Three Peaks Capital Management, LLC | 0 | $0 | 0.00% | −10,193−100.0% | Sold out |
| Leverage Partners Absolute Return Fund SPC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −11,455−100.0% | Sold out |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −9,122−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −8,716−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −8,224−100.0% | Sold out |