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 2022
Institutional positions in Williams Sonoma Inc as of Sep 30, 2022. 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
- 617
- +14 vs. Q2 2022
- Shares held
- 67.1M
- −2.89M (−4.1%) vs. Q2 2022
- Total value
- $7.91B
- +$140.5M (+1.8%) vs. Q2 2022
- New holders
- 72
- 215 more added
- Sold out
- 58
- 240 more reduced
10 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BDO Wealth Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1 | $0 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 4 | $471 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $474 | 0.00% | +4 | New |
| Leonteq Securities AG | 5 | $589 | 0.00% | −405−98.8% | Reduced |
| SRS Capital Advisors, Inc. | 7 | $1.00K | 0.00% | −7−50.0% | Reduced |
| Toth Financial Advisory Corp | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 10 | $1.00K | 0.00% | −2−16.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 5 | $1.00K | 0.00% | +5 | New |
| CVA Family Office, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Heritage Wealth Management, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Sutton Wealth Advisors Inc. | 11 | $1.30K | 0.00% | +1+10.0% | Added |
| Castleview Partners, LLC | 18 | $2.00K | 0.00% | −282−94.0% | Reduced |
| First Manhattan Co | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $2.00K | 0.00% | +9+128.6% | Added |
| Toronto Dominion Bank | 20 | $2.00K | 0.00% | +20 | New |
| Migdal Insurance & Financial Holdings Ltd. | 16 | $2.00K | 0.00% | +16 | New |
| Mechanics Financial Corp | 15 | $2.00K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 14 | $2.00K | 0.00% | +14 | New |
| Bessemer Group Inc | 22 | $3.00K | 0.00% | −1,816−98.8% | Reduced |
| AlphaMark Advisors, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 27 | $3.00K | 0.00% | +9+50.0% | Added |
| Parkside Financial Bank & Trust | 28 | $3.00K | 0.00% | +10+55.6% | Added |
| Princeton Global Asset Management LLC | 32 | $4.00K | 0.00% | −1,875−98.3% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $4.00K | 0.00% | −69−69.7% | Reduced |
| Westside Investment Management, Inc. | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 31 | $4.00K | 0.00% | +31 | New |
| TD Ameritrade Investment Management, LLC | 39 | $5.00K | 0.00% | −27−40.9% | Reduced |
| Glassman Wealth Services | 43 | $5.00K | 0.00% | −10−18.9% | Reduced |
| Earnest Partners LLC | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 44 | $5.00K | 0.00% | +12+37.5% | Added |
| TD Private Client Wealth LLC | 46 | $5.42K | 0.00% | +26+130.0% | Added |
| JFS Wealth Advisors, LLC | 55 | $6.00K | 0.00% | −16−22.5% | Reduced |
| RWM Asset Management, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 50 | $6.00K | 0.00% | +50 | New |
| Larson Financial Group LLC | 48 | $6.00K | 0.00% | +48 | New |
| Baillie Gifford & Co | 63 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 57 | $7.00K | 0.00% | +53+1,325.0% | Added |
| Lee Financial Co | 71 | $8.00K | 0.00% | +27+61.4% | Added |
| Smithfield Trust Co | 80 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 88 | $10.0K | 0.01% | −640−87.9% | Reduced |
| Ellevest, Inc. | 88 | $10.0K | 0.00% | −31−26.1% | Reduced |
| Bell Investment Advisors, Inc | 96 | $11.0K | 0.00% | +18+23.1% | Added |
| Glen Eagle Advisors, LLC | 100 | $11.8K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 100 | $12.0K | 0.02% | −14−12.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 105 | $12.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 114 | $13.0K | 0.00% | +3+2.7% | Added |
| Rosenberg Matthew Hamilton | 109 | $13.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 118 | $14.0K | 0.00% | +26+28.3% | Added |
| Davidson Capital Management Inc. | 134 | $16.0K | 0.01% | −8,685−98.5% | Reduced |
| Harvest Fund Management Co., Ltd | 143 | $17.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 147 | $17.0K | 0.00% | +125+568.2% | Added |
| Desjardins Global Asset Management Inc. | 169 | $19.0K | 0.00% | −1−0.6% | Reduced |
| Global Retirement Partners, LLC | 152 | $19.0K | 0.00% | +111+270.7% | Added |
| Front Row Advisors LLC | 184 | $22.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 205 | $22.0K | 0.00% | +172+521.2% | Added |
| Islay Capital Management, LLC | 200 | $24.0K | 0.03% | −579−74.3% | Reduced |
| Lindbrook Capital, LLC | 200 | $24.0K | 0.00% | −405−66.9% | Reduced |
| Denali Advisors LLC | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $24.0K | 0.01% | +200 | New |
| Ten Capital Wealth Advisors, LLC | 205 | $24.0K | 0.01% | +205 | New |
| DB Wealth Management Group, LLC | 275 | $32.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 284 | $33.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 289 | $34.0K | 0.00% | −23−7.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 289 | $34.1K | 0.00% | −23−7.4% | Reduced |
| Harbor Investment Advisory, LLC | 298 | $35.0K | 0.01% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 299 | $35.0K | 0.01% | +1+0.3% | Added |
| Allworth Financial LP | 313 | $37.0K | 0.00% | +19+6.5% | Added |
| Nkcfo LLC | 335 | $39.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 336 | $40.0K | 0.00% | −11−3.2% | Reduced |
| KBC Group NV | 341 | $40.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 380 | $44.0K | 0.00% | +15+4.1% | Added |
| Archer Investment Corp | 375 | $44.2K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 812 | $47.0K | 0.00% | +251+44.7% | Added |
| DT Investment Partners, LLC | 400 | $47.0K | 0.01% | +400 | New |
| Quent Capital, LLC | 410 | $48.0K | 0.01% | −8−1.9% | Reduced |
| NVWM, LLC | 425 | $50.0K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 430 | $50.7K | 0.00% | 00.0% | Unchanged |
| Tobam | 459 | $54.0K | 0.00% | +459 | New |
| Banque Cantonale Vaudoise | 480 | $57.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 500 | $59.0K | 0.16% | +43+9.4% | Added |
| Covington Capital Management | 510 | $60.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 553 | $64.0K | 0.00% | +27+5.1% | Added |
| CWM, LLC | 551 | $65.0K | 0.00% | +158+40.2% | Added |
| FourThought Financial, LLC | 582 | $69.0K | 0.01% | +147+33.8% | Added |