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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 967 | $172.0K | 0.01% | −1,158−54.5% | Reduced |
| Geneos Wealth Management Inc. | 1,015 | $177.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $177.0K | 0.13% | 0 | Unchanged |
| Cullen/Frost Bankers, Inc. | 996 | $177.0K | 0.00% | +80+8.7% | Added |
| Agf Investments Inc. | 1,000 | $177.0K | 0.00% | +1,000 | New |
| Harvest Fund Management Co., Ltd | 1,038 | $184.0K | 0.04% | +167+19.2% | Added |
| American Money Management, LLC | 1,104 | $196.0K | 0.06% | +1,104 | New |
| Syverson Strege & Co | 1,108 | $197.0K | 0.16% | +3+0.3% | Added |
| Emerald Mutual Fund Advisers Trust | 1,135 | $201.0K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,135 | $201.0K | 0.01% | +1,135 | New |
| Wealthspire Advisors, LLC | 1,137 | $202.0K | 0.00% | +1,137 | New |
| Proficio Capital Partners LLC | 1,146 | $203.0K | 0.03% | −172−13.1% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 1,147 | $203.0K | 0.00% | +1,147 | New |
| HighPoint Advisor Group LLC | 1,150 | $204.0K | 0.02% | +1,150 | New |
| Keebeck Alpha, LP | 1,167 | $207.0K | 0.06% | +1,167 | New |
| BTC Capital Management, Inc. | 1,204 | $213.0K | 0.02% | −244−16.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,223 | $217.0K | 0.03% | −8,128−86.9% | Reduced |
| Holocene Advisors, LP | 1,231 | $218.0K | 0.00% | +1,231 | New |
| Kore Private Wealth LLC | 1,236 | $219.0K | 0.02% | +1,236 | New |
| Teza Capital Management LLC | 1,242 | $220.0K | 0.11% | −3,280−72.5% | Reduced |
| Origin Asset Management LLP | 1,240 | $220.0K | 0.05% | +1,240 | New |
| Engineers Gate Manager LP | 1,247 | $221.0K | 0.01% | +1,247 | New |
| Euclidean Technologies Management, LLC | 1,278 | $227.0K | 0.20% | +1,278 | New |
| D.A. Davidson & Co. | 1,305 | $231.0K | 0.00% | −5−0.4% | Reduced |
| Integrated Advisors Network LLC | 1,312 | $233.0K | 0.02% | +1,312 | New |
| Mid Atlantic Financial Management Inc | 1,324 | $235.0K | 0.02% | +4+0.3% | Added |
| Wambolt & Associates, LLC | 1,350 | $236.0K | 0.09% | 00.0% | Unchanged |
| Vestcor Inc | 1,331 | $236.0K | 0.01% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 1,352 | $240.0K | 0.04% | +81+6.4% | Added |
| Wealthfront Advisers LLC | 1,362 | $241.0K | 0.00% | +1,362 | New |
| Cahaba Wealth Management, Inc. | 1,379 | $244.0K | 0.04% | +1,379 | New |
| Anchor Investment Management, LLC | 1,380 | $244.7K | 0.03% | +735+114.0% | Added |
| Independent Advisor Alliance | 1,388 | $246.0K | 0.01% | +1,388 | New |
| Avantax Advisory Services, Inc. | 1,389 | $247.0K | 0.00% | +90+6.9% | Added |
| 6 Meridian | 1,401 | $248.0K | 0.02% | +1,401 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,411 | $250.0K | 0.02% | +1,411 | New |
| SkyOak Wealth, LLC | 1,434 | $254.0K | 0.07% | −11−0.8% | Reduced |
| Marshall Wace, LLP | 1,433 | $254.0K | 0.00% | +1,433 | New |
| Virtu Financial LLC | 1,446 | $256.0K | 0.02% | −1,370−48.7% | Reduced |
| AMP Capital Investors Ltd | 1,444 | $256.0K | 0.00% | +1,444 | New |
| AdvisorNet Financial, Inc | 1,449 | $257.0K | 0.02% | +130+9.9% | Added |
| Valley National Advisers Inc | 1,452 | $257.0K | 0.05% | +1,341+1,208.1% | Added |
| Boston Partners | 1,529 | $271.0K | 0.00% | −239−13.5% | Reduced |
| Enterprise Financial Services Corp | 1,547 | $274.0K | 0.04% | +1,528+8,042.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,684 | $274.0K | 0.00% | +1,684 | New |
| Eqis Capital Management, Inc. | 1,567 | $278.0K | 0.02% | −341−17.9% | Reduced |
| Van Eck Associates Corp | 1,598 | $283.0K | 0.00% | +594+59.2% | Added |
| CSS LLC | 1,600 | $284.0K | 0.02% | −2,152−57.4% | Reduced |
| Segall Bryant & Hamill, LLC | 1,609 | $285.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 1,611 | $286.0K | 0.01% | +31+2.0% | Added |
| Ieq Capital, LLC | 1,633 | $289.0K | 0.01% | +1,633 | New |
| Blueshift Asset Management, LLC | 1,653 | $293.0K | 0.02% | −213−11.4% | Reduced |
| Corient Capital Partners, LLC | 1,700 | $301.0K | 0.02% | +119+7.5% | Added |
| OmniStar Financial Group, Inc. | 1,725 | $305.0K | 0.36% | +1,725 | New |
| Greenleaf Trust | 1,744 | $309.0K | 0.00% | +27+1.6% | Added |
| LFA - Lugano Financial Advisors SA | 1,775 | $315.0K | 0.21% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 1,800 | $319.0K | 0.01% | 00.0% | Unchanged |
| Foundry Partners, LLC | 1,812 | $321.0K | 0.01% | −408−18.4% | Reduced |
| Impax Asset Management Group plc | 1,839 | $326.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,843 | $327.0K | 0.01% | +215+13.2% | Added |
| Chicago Trust Co NA | 1,862 | $331.0K | 0.07% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,876 | $333.0K | 0.01% | +192+11.4% | Added |
| Institute for Wealth Management, LLC. | 1,881 | $334.0K | 0.06% | −48−2.5% | Reduced |
| Birinyi Associates Inc | 1,900 | $337.0K | 0.11% | −550−22.4% | Reduced |
| TriaGen Wealth Management LLC | 1,993 | $353.0K | 0.19% | 00.0% | Unchanged |
| Wendell David Associates Inc | 2,000 | $355.0K | 0.04% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 2,000 | $355.0K | 0.09% | 00.0% | Unchanged |
| Winton Group Ltd | 2,035 | $361.0K | 0.02% | +307+17.8% | Added |
| Alpha Omega Wealth Management LLC | 2,040 | $362.0K | 0.06% | −145−6.6% | Reduced |
| Citizens Financial Group Inc | 2,053 | $364.0K | 0.01% | +2,053 | New |
| YorkBridge Wealth Partners, LLC | 2,093 | $371.0K | 0.09% | +251+13.6% | Added |
| One Wealth Advisors, LLC | 2,094 | $371.0K | 0.11% | +654+45.4% | Added |
| Pathstone Family Office, LLC | 2,106 | $374.0K | 0.01% | +3+0.1% | Added |
| IBM Retirement Fund | 2,140 | $379.0K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,184 | $388.0K | 0.02% | −10−0.5% | Reduced |
| Regentatlantic Capital LLC | 2,193 | $389.0K | 0.01% | +150+7.3% | Added |
| Naples Global Advisors, LLC | 2,200 | $390.0K | 0.05% | −800−26.7% | Reduced |
| AMG National Trust Bank | 2,200 | $390.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 4,754 | $390.0K | 0.45% | +2,941+162.2% | Added |
| Jefferies Group LLC | 2,214 | $392.6K | 0.01% | +2,214 | New |
| Wedbush Securities Inc | 2,233 | $396.0K | 0.02% | +138+6.6% | Added |
| Cairn Investment Group, Inc. | 2,245 | $398.0K | 0.29% | 00.0% | Unchanged |
| People's United Financial, Inc. | 2,310 | $410.0K | 0.01% | −7−0.3% | Reduced |
| Csenge Advisory Group | 2,366 | $414.0K | 0.03% | +9+0.4% | Added |
| Krane Funds Advisors LLC | 2,360 | $418.0K | 0.01% | −845−26.4% | Reduced |
| Cigna Investments Inc | 2,414 | $428.0K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,438 | $432.0K | 0.00% | −3,583−59.5% | Reduced |
| Brown Advisory Inc | 2,450 | $434.0K | 0.00% | +600+32.4% | Added |
| Daiwa Securities Group Inc. | 2,450 | $434.0K | 0.00% | +2,450 | New |
| Plimoth Trust Co LLC | 2,490 | $442.0K | 0.12% | −370−12.9% | Reduced |
| King Luther Capital Management Corp | 2,491 | $442.0K | 0.00% | +192+8.4% | Added |
| Taurus Asset Management, LLC | 2,500 | $443.0K | 0.05% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,523 | $447.0K | 0.20% | −7−0.3% | Reduced |
| Pinnacle Associates Ltd | 2,525 | $448.0K | 0.01% | +50+2.0% | Added |
| FDx Advisors, Inc. | 2,551 | $452.0K | 0.01% | +247+10.7% | Added |
| National Asset Management, Inc. | 2,558 | $455.0K | 0.01% | −107−4.0% | Reduced |
| Cadence Bank NA | 2,578 | $457.0K | 0.14% | −120−4.4% | Reduced |
| Commerce Bank | 2,587 | $459.0K | 0.00% | +186+7.7% | Added |
| Intrust Bank NA | 2,594 | $460.0K | 0.06% | +171+7.1% | Added |
| Central Trust Co | 2,752 | $488.0K | 0.02% | +1,714+165.1% | Added |