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, Q3 2021
Institutional positions in Williams Sonoma Inc as of Sep 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
- 599
- +31 vs. Q2 2021
- Shares held
- 70.1M
- +293.8K (+0.4%) vs. Q2 2021
- Total value
- $12.4B
- +$1.29B (+11.5%) vs. Q2 2021
- New holders
- 91
- 203 more added
- Sold out
- 60
- 209 more reduced
9 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 4 | $709 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 7 | $1.00K | 0.00% | +3+75.0% | Added |
| Prestige Wealth Management Group LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Leonteq Securities AG | 8 | $1.42K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $2.00K | 0.00% | +1+7.7% | 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 |
| Lake Point Wealth Management | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 13 | $2.00K | 0.00% | +13 | New |
| TD Private Client Wealth LLC | 16 | $2.84K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 20 | $3.00K | 0.00% | −44−68.8% | Reduced |
| Gilder Gagnon Howe & Co LLC | 19 | $3.00K | 0.00% | +19 | New |
| Koshinski Asset Management, Inc. | 19 | $3.37K | 0.00% | +19 | New |
| Reilly Financial Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 28 | $4.00K | 0.00% | +28 | New |
| Lee Financial Co | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 29 | $5.00K | 0.00% | +2+7.4% | Added |
| Tarbox Family Office, Inc. | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 35 | $6.00K | 0.00% | −21−37.5% | Reduced |
| Winch Advisory Services, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 33 | $6.00K | 0.00% | +33 | New |
| Kowal Investment Group, LLC | 36 | $6.00K | 0.00% | +36 | New |
| Meeder Asset Management Inc | 42 | $7.00K | 0.00% | −2,846−98.5% | Reduced |
| Earnest Partners LLC | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 47 | $8.00K | 0.00% | +47 | New |
| Red Tortoise LLC | 72 | $8.00K | 0.01% | +72 | New |
| Thompson Siegel & Walmsley LLC | 49 | $9.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 54 | $10.0K | 0.01% | +29+116.0% | Added |
| Sound Income Strategies, LLC | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 62 | $11.0K | 0.00% | +62 | New |
| Atlas Capital Advisors LLC | 65 | $11.5K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 67 | $12.0K | 0.00% | +56+509.1% | Added |
| Baillie Gifford & Co | 76 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 73 | $13.0K | 0.00% | +73 | New |
| Smithfield Trust Co | 80 | $14.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 93 | $16.0K | 0.00% | −33−26.2% | Reduced |
| Capital Advisors, Ltd. LLC | 90 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 94 | $17.0K | 0.00% | +47+100.0% | Added |
| HM Payson & Co | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 99 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 99 | $18.0K | 0.00% | +59+147.5% | Added |
| Whittier Trust Co of Nevada Inc | 105 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 121 | $21.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 122 | $22.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 132 | $23.0K | 0.01% | +132 | New |
| TCI Wealth Advisors, Inc. | 155 | $27.0K | 0.00% | +35+29.2% | Added |
| Gemmer Asset Management LLC | 166 | $29.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 175 | $31.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 214 | $38.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 218 | $39.0K | 0.00% | −150−40.8% | Reduced |
| Atticus Wealth Management, LLC | 221 | $39.0K | 0.02% | +221 | New |
| Parallel Advisors, LLC | 226 | $40.0K | 0.00% | +73+47.7% | Added |
| Brown Brothers Harriman & Co | 253 | $45.0K | 0.00% | +115+83.3% | Added |
| DB Wealth Management Group, LLC | 275 | $49.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 284 | $50.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 289 | $51.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 289 | $51.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 305 | $54.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 316 | $56.0K | 0.01% | +183+137.6% | Added |
| Pinz Capital Management, LP | 300 | $58.0K | 0.03% | +300 | New |
| Northwestern Mutual Wealth Management Co | 361 | $64.0K | 0.00% | −117−24.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 708 | $64.0K | 0.00% | +654+1,211.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 383 | $68.0K | 0.02% | +239+166.0% | Added |
| JJJ Advisors Inc. | 399 | $71.0K | 0.03% | +41+11.5% | Added |
| Quadrant Capital Group LLC | 399 | $71.0K | 0.01% | +92+30.0% | Added |
| Steward Partners Investment Advisory, LLC | 400 | $71.0K | 0.00% | +400 | New |
| FourThought Financial, LLC | 409 | $72.0K | 0.01% | −30−6.8% | Reduced |
| Simon Quick Advisors, LLC | 415 | $73.0K | 0.02% | +134+47.7% | Added |
| NVWM, LLC | 425 | $75.0K | 0.03% | −75−15.0% | Reduced |
| Nomura Asset Management Co Ltd | 430 | $76.3K | 0.00% | −41,571−99.0% | Reduced |
| BBVA USA | 435 | $77.0K | 0.00% | −184−29.7% | Reduced |
| Fifth Third Bancorp | 460 | $82.0K | 0.00% | +101+28.1% | Added |
| Covington Capital Management | 510 | $90.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 508 | $90.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 522 | $93.0K | 0.01% | +51+10.8% | Added |
| Canada Pension Plan Investment Board | 543 | $96.0K | 0.00% | −96−15.0% | Reduced |
| State of Wyoming | 546 | $97.0K | 0.06% | +58+11.9% | Added |
| Liberty Wealth Management LLC | 606 | $115.0K | 0.04% | +398+191.3% | Added |
| Globeflex Capital L P | 694 | $123.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 693 | $123.0K | 0.00% | −1−0.1% | Reduced |
| Cutler Group LP | 719 | $127.0K | 0.01% | −7,291−91.0% | Reduced |
| Eaton Vance Management | 1,071 | $127.0K | 0.00% | −541−33.6% | Reduced |
| Pinnacle Bancorp, Inc. | 720 | $128.0K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 767 | $136.0K | 0.00% | +239+45.3% | Added |
| Pacitti Group Inc. | 779 | $138.0K | 0.09% | – | – |
| Proequities, Inc. | 785 | $139.0K | 0.01% | −87−10.0% | Reduced |
| IFP Advisors, Inc | 788 | $140.0K | 0.00% | +249+46.2% | Added |
| BerganKDV Wealth Management, LLC | 869 | $154.0K | 0.02% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 900 | $159.0K | 0.06% | +900 | New |
| Focused Wealth Management, Inc | 925 | $164.0K | 0.03% | 00.0% | Unchanged |