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 |
|---|---|---|---|---|---|
| Rational Advisors LLC | 2,800 | $497.0K | 0.04% | +2,800 | New |
| Ritholtz Wealth Management | 2,825 | $501.0K | 0.03% | +1,109+64.6% | Added |
| Burns Matteson Capital Management, LLC | 2,846 | $504.7K | 0.38% | +667+30.6% | Added |
| Westpac Banking Corp | 2,857 | $506.6K | 0.01% | +757+36.0% | Added |
| Bank of Nova Scotia | 2,863 | $508.0K | 0.00% | +2,863 | New |
| Regions Financial Corp | 2,885 | $512.0K | 0.00% | −173−5.7% | Reduced |
| Synovus Financial Corp | 2,894 | $514.0K | 0.01% | −1,485−33.9% | Reduced |
| Patten & Patten Inc | 2,957 | $524.0K | 0.04% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 3,000 | $531.0K | 0.23% | +3,000 | New |
| Accuvest Global Advisors | 2,800 | $537.0K | 0.25% | +2,800 | New |
| Navalign, LLC | 3,051 | $541.0K | 0.23% | −226−6.9% | Reduced |
| CIBC Asset Management Inc | 3,085 | $547.0K | 0.00% | +3,085 | New |
| Kestra Advisory Services, LLC | 3,103 | $550.0K | 0.01% | +810+35.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,118 | $553.0K | 0.10% | −846−21.3% | Reduced |
| Private Advisor Group, LLC | 3,132 | $555.0K | 0.00% | −3,866−55.2% | Reduced |
| Pitcairn Co | 3,148 | $558.0K | 0.04% | +1,726+121.4% | Added |
| Mount Vernon Associates Inc | 3,225 | $572.0K | 0.52% | −200−5.8% | Reduced |
| World Asset Management Inc | 3,243 | $575.0K | 0.06% | −161−4.7% | Reduced |
| Intersect Capital LLC | 3,371 | $598.0K | 0.10% | +826+32.5% | Added |
| Hartford Investment Management Co | 3,400 | $603.0K | 0.02% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,538 | $627.0K | 0.03% | +162+4.8% | Added |
| Lido Advisors, LLC | 3,551 | $629.0K | 0.01% | +800+29.1% | Added |
| GHP Investment Advisors, Inc. | 3,549 | $629.0K | 0.05% | +3,549 | New |
| First Mercantile Trust Co | 3,580 | $635.0K | 0.08% | −10.0% | Reduced |
| Park Avenue Securities LLC | 3,598 | $638.0K | 0.01% | −218−5.7% | Reduced |
| Versor Investments LP | 3,600 | $638.0K | 0.02% | +3,600 | New |
| Motive Wealth Advisors | 3,634 | $644.0K | 0.43% | −31−0.8% | Reduced |
| L2 Asset Management, LLC | 3,659 | $649.0K | 1.64% | −1,436−28.2% | Reduced |
| Silvercrest Asset Management Group LLC | 3,700 | $656.0K | 0.00% | +3,700 | New |
| Renasant Bank | 3,737 | $663.0K | 0.53% | +17+0.5% | Added |
| Veritable, L.P. | 3,754 | $666.0K | 0.01% | −245−6.1% | Reduced |
| Canandaigua National Corp | 3,769 | $668.0K | 0.11% | −428−10.2% | Reduced |
| SFE Investment Counsel | 3,775 | $669.0K | 0.19% | +1,010+36.5% | Added |
| SG Americas Securities, LLC | 3,793 | $673.0K | 0.00% | −10,253−73.0% | Reduced |
| Ci Investments Inc. | 3,858 | $684.0K | 0.00% | +56+1.5% | Added |
| Asset Management One Co.,Ltd. | 3,913 | $693.0K | 0.00% | −1,835−31.9% | Reduced |
| Breiter Capital Management Inc | 3,912 | $694.0K | 0.40% | +3,912 | New |
| Alaethes Wealth LLC | 3,918 | $695.0K | 0.51% | +3,918 | New |
| JustInvest LLC | 3,928 | $697.0K | 0.06% | +2,188+125.7% | Added |
| ETF Managers Group, LLC | 3,648 | $699.0K | 0.01% | +297+8.9% | Added |
| AGF Investments LLC | 3,974 | $705.0K | 0.07% | +3,974 | New |
| Schnieders Capital Management LLC | 3,998 | $709.0K | 0.19% | 00.0% | Unchanged |
| Ossiam | 4,015 | $712.0K | 0.02% | −139−3.3% | Reduced |
| Cetera Advisor Networks LLC | 4,067 | $721.0K | 0.01% | +1,355+50.0% | Added |
| Menard Financial Group LLC | 4,108 | $728.0K | 0.64% | −19−0.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 4,160 | $738.0K | 0.01% | −457−9.9% | Reduced |
| First Dallas Securities Inc. | 4,200 | $745.0K | 0.51% | +4,200 | New |
| Twin Tree Management, LP | 4,209 | $746.0K | 0.02% | +4,209 | New |
| Shelton Capital Management | 4,246 | $753.0K | 0.03% | 00.0% | Unchanged |
| Covenant Partners, LLC | 4,244 | $753.0K | 0.30% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,281 | $759.0K | 0.02% | +3,681+613.5% | Added |
| Western Financial Corporation | 4,306 | $764.0K | 0.45% | +15+0.3% | Added |
| Warther Private Wealth, LLC | 4,379 | $766.0K | 0.68% | +14+0.3% | Added |
| JT Stratford LLC | 4,339 | $769.0K | 0.24% | +4,339 | New |
| Wetherby Asset Management Inc | 4,381 | $777.0K | 0.05% | +24+0.6% | Added |
| Affinity Wealth Management LLC | 4,557 | $780.0K | 0.16% | +896+24.5% | Added |
| Baker Tilly Wealth Management, LLC | 4,437 | $787.0K | 0.10% | +268+6.4% | Added |
| AE Wealth Management LLC | 4,446 | $788.0K | 0.01% | −336−7.0% | Reduced |
| Strategic Investment Advisors | 4,506 | $799.0K | 0.18% | +288+6.8% | Added |
| Profund Advisors LLC | 4,579 | $812.0K | 0.03% | −688−13.1% | Reduced |
| NEXT Financial Group, Inc | 4,616 | $819.0K | 0.06% | +497+12.1% | Added |
| Bellecapital International Ltd. | 4,622 | $820.0K | 0.25% | +4,622 | New |
| Horizon Investment Services, LLC | 4,680 | $830.0K | 0.41% | −17,852−79.2% | Reduced |
| D. E. Shaw & Co., Inc. | 4,739 | $840.0K | 0.00% | −113,191−96.0% | Reduced |
| Bessemer Group Inc | 4,812 | $854.0K | 0.00% | −111−2.3% | Reduced |
| Greenwood Capital Associates LLC | 4,840 | $858.0K | 0.13% | +36+0.7% | Added |
| Venturi Wealth Management, LLC | 4,876 | $865.0K | 0.07% | −997−17.0% | Reduced |
| AlphaCrest Capital Management LLC | 4,882 | $866.0K | 0.04% | −14,699−75.1% | Reduced |
| Legacy Capital Partners, Inc. | 4,885 | $866.0K | 0.31% | +270+5.9% | Added |
| Alps Advisors Inc | 4,930 | $874.0K | 0.01% | −1,042−17.4% | Reduced |
| King Wealth | 5,000 | $887.0K | 0.18% | +2,000+66.7% | Added |
| Bangor Savings Bank | 5,027 | $891.0K | 0.09% | +5,027 | New |
| Cambridge Investment Research Advisors, Inc. | 5,117 | $907.0K | 0.00% | −53−1.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,166 | $916.0K | 0.23% | +15+0.3% | Added |
| RFG Advisory, LLC | 5,218 | $925.0K | 0.08% | −48−0.9% | Reduced |
| Fort Washington Investment Advisors Inc | 5,246 | $930.0K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 5,258 | $932.0K | 0.05% | +280+5.6% | Added |
| Creative Planning | 5,278 | $936.0K | 0.00% | −149−2.7% | Reduced |
| AIA Group Ltd | 5,300 | $940.0K | 0.05% | +5,300 | New |
| Davenport & Co LLC | 5,313 | $942.0K | 0.01% | +43+0.8% | Added |
| Ontario Teachers Pension Plan Board | 5,471 | $970.0K | 0.00% | +1,169+27.2% | Added |
| Eukles Asset Management | 5,474 | $971.0K | 0.53% | +718+15.1% | Added |
| Algert Global LLC | 5,606 | $994.0K | 0.13% | +5,606 | New |
| Neuberger Berman Group LLC | 7,138 | $1.01M | 0.00% | +7,138 | New |
| MorganRosel Wealth Management, LLC | 5,711 | $1.01M | 0.55% | −582−9.2% | Reduced |
| STRS Ohio | 5,856 | $1.04M | 0.00% | −2,230−27.6% | Reduced |
| PEAK6 Investments LLC | 5,889 | $1.04M | 0.02% | +4,132+235.2% | Added |
| Atom Investors LP | 5,915 | $1.05M | 0.20% | +5,915 | New |
| North Star Investment Management Corp. | 5,966 | $1.06M | 0.09% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,035 | $1.07M | 0.04% | −5,388−47.2% | Reduced |
| Maryland State Retirement & Pension System | 5,877 | $1.07M | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 6,071 | $1.08M | 0.22% | +3,373+125.0% | Added |
| Ashfield Capital Partners, LLC | 6,090 | $1.08M | 0.08% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 6,107 | $1.08M | 0.56% | +8+0.1% | Added |
| Brighton Jones LLC | 6,368 | $1.13M | 0.06% | −45−0.7% | Reduced |
| Smith Group Asset Management, LLC | 6,450 | $1.14M | 0.06% | +6,450 | New |
| Covenant Asset Management, LLC | 6,467 | $1.15M | 0.34% | +279+4.5% | Added |
| Securian Asset Management, Inc | 6,737 | $1.20M | 0.02% | −265−3.8% | Reduced |
| Keybank National Association | 6,763 | $1.20M | 0.01% | +9+0.1% | Added |
| Pinebridge Investments, L.P. | 6,766 | $1.20M | 0.01% | +1,009+17.5% | Added |