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 |
|---|---|---|---|---|---|
| Herold Advisors, Inc. | 900 | $159.0K | 0.06% | +900 | New |
| BerganKDV Wealth Management, LLC | 869 | $154.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 788 | $140.0K | 0.00% | +249+46.2% | Added |
| Proequities, Inc. | 785 | $139.0K | 0.01% | −87−10.0% | Reduced |
| Pacitti Group Inc. | 779 | $138.0K | 0.09% | – | – |
| First Horizon Advisors, Inc. | 767 | $136.0K | 0.00% | +239+45.3% | Added |
| Pinnacle Bancorp, Inc. | 720 | $128.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Globeflex Capital L P | 694 | $123.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 693 | $123.0K | 0.00% | −1−0.1% | Reduced |
| Liberty Wealth Management LLC | 606 | $115.0K | 0.04% | +398+191.3% | Added |
| State of Wyoming | 546 | $97.0K | 0.06% | +58+11.9% | Added |
| Canada Pension Plan Investment Board | 543 | $96.0K | 0.00% | −96−15.0% | Reduced |
| Howe & Rusling Inc | 522 | $93.0K | 0.01% | +51+10.8% | Added |
| Covington Capital Management | 510 | $90.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 508 | $90.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 460 | $82.0K | 0.00% | +101+28.1% | Added |
| BBVA USA | 435 | $77.0K | 0.00% | −184−29.7% | Reduced |
| Nomura Asset Management Co Ltd | 430 | $76.3K | 0.00% | −41,571−99.0% | Reduced |
| NVWM, LLC | 425 | $75.0K | 0.03% | −75−15.0% | Reduced |
| Simon Quick Advisors, LLC | 415 | $73.0K | 0.02% | +134+47.7% | Added |
| FourThought Financial, LLC | 409 | $72.0K | 0.01% | −30−6.8% | Reduced |
| 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 |
| Capital Advisory Group Advisory Services, LLC | 383 | $68.0K | 0.02% | +239+166.0% | Added |
| 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 |
| Pinz Capital Management, LP | 300 | $58.0K | 0.03% | +300 | New |
| Berman Capital Advisors, LLC | 316 | $56.0K | 0.01% | +183+137.6% | Added |
| Harbor Investment Advisory, LLC | 305 | $54.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 289 | $51.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 289 | $51.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 284 | $50.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 275 | $49.0K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 253 | $45.0K | 0.00% | +115+83.3% | Added |
| Parallel Advisors, LLC | 226 | $40.0K | 0.00% | +73+47.7% | Added |
| Huntington National Bank | 218 | $39.0K | 0.00% | −150−40.8% | Reduced |
| Atticus Wealth Management, LLC | 221 | $39.0K | 0.02% | +221 | New |
| Tobam | 214 | $38.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 175 | $31.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 166 | $29.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 155 | $27.0K | 0.00% | +35+29.2% | Added |
| D'Orazio & Associates, Inc. | 132 | $23.0K | 0.01% | +132 | New |
| Sonora Investment Management, LLC | 122 | $22.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 121 | $21.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 105 | $19.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Private Capital Group, LLC | 94 | $17.0K | 0.00% | +47+100.0% | Added |
| Harbour Investments, Inc. | 93 | $16.0K | 0.00% | −33−26.2% | Reduced |
| Capital Advisors, Ltd. LLC | 90 | $16.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $14.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 76 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 73 | $13.0K | 0.00% | +73 | New |
| Vigilant Capital Management, LLC | 67 | $12.0K | 0.00% | +56+509.1% | Added |
| Atlas Capital Advisors LLC | 65 | $11.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 62 | $11.0K | 0.00% | +62 | New |
| Macroview Investment Management LLC | 54 | $10.0K | 0.01% | +29+116.0% | Added |
| Thompson Siegel & Walmsley LLC | 49 | $9.00K | 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 |
| 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 |
| 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 |
| 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 |
| Reilly Financial Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 28 | $4.00K | 0.00% | +28 | New |
| Koshinski Asset Management, Inc. | 19 | $3.37K | 0.00% | +19 | New |
| First Manhattan Co | 20 | $3.00K | 0.00% | −44−68.8% | Reduced |
| Gilder Gagnon Howe & Co LLC | 19 | $3.00K | 0.00% | +19 | New |
| TD Private Client Wealth LLC | 16 | $2.84K | 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 |
| Leonteq Securities AG | 8 | $1.42K | 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 |
| Raffa Wealth Management, LLC | 4 | $709 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −289,803−100.0% | Sold out |