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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, Q4 2022

Institutional positions in Williams Sonoma Inc as of Dec 31, 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
+10 vs. Q3 2022
Shares held
67.2M
+243.0K (+0.4%) vs. Q3 2022
Total value
$7.71B
−$180.1M (−2.3%) vs. Q3 2022
New holders
93
190 more added
Sold out
83
235 more reduced

10 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 617 institutions
Q1 2021: 560 institutionsQ2 2021: 577 institutionsQ3 2021: 599 institutionsQ4 2021: 651 institutionsQ1 2022: 622 institutionsQ2 2022: 613 institutionsQ3 2022: 617 institutionsQ4 2022: 617 institutionsQ1 2023: 609 institutionsQ2 2023: 589 institutionsQ3 2023: 598 institutionsQ4 2023: 679 institutionsQ1 2024: 808 institutionsQ2 2024: 822 institutionsQ3 2024: 830 institutionsQ4 2024: 898 institutionsQ1 2025: 902 institutionsQ2 2025: 917 institutionsQ3 2025: 943 institutionsQ4 2025: 948 institutionsQ1 2026: 932 institutionsQ2 2026: 1,006 institutions
Value heldQ4 2022: $7.71B
Q1 2021: $12.7BQ2 2021: $11.2BQ3 2021: $12.4BQ4 2021: $12.0BQ1 2022: $10.0BQ2 2022: $7.78BQ3 2022: $7.91BQ4 2022: $7.71BQ1 2023: $8.03BQ2 2023: $8.06BQ3 2023: $10.2BQ4 2023: $12.7BQ1 2024: $19.7BQ2 2024: $17.4BQ3 2024: $19.0BQ4 2024: $21.7BQ1 2025: $18.2BQ2 2025: $18.7BQ3 2025: $22.0BQ4 2025: $20.3BQ1 2026: $20.4BQ2 2026: $26.4B
Institutions holding WSM and their total value by quarter
QuarterHoldersValue
Q2 20261,006$26.4B
Q1 2026932$20.4B
Q4 2025948$20.3B
Q3 2025943$22.0B
Q2 2025917$18.7B
Q1 2025902$18.2B
Q4 2024898$21.7B
Q3 2024830$19.0B
Q2 2024822$17.4B
Q1 2024808$19.7B
Q4 2023679$12.7B
Q3 2023598$10.2B
Q2 2023589$8.06B
Q1 2023609$8.03B
Q4 2022617$7.71B
Q3 2022617$7.91B
Q2 2022613$7.78B
Q1 2022622$10.0B
Q4 2021651$12.0B
Q3 2021599$12.4B
Q2 2021577$11.2B
Q1 2021560$12.7B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q3 2022.

Institutions holding WSM in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
SRS Capital Advisors, Inc.1$1150.00%−6−85.7%Reduced
Gradient Investments LLC1$1150.00%00.0%Unchanged
True Wealth Design, LLC1$1150.00%+1New
BDO Wealth Advisors, LLC3$3450.00%00.0%Unchanged
EWG Elevate Inc.3$3450.00%+3New
Sutton Wealth Advisors Inc.4$4600.00%−7−63.6%Reduced
Raffa Wealth Management, LLC4$4600.00%00.0%Unchanged
Longfellow Investment Management Co LLC4$4600.00%+2+100.0%Added
Abound Wealth Management4$4650.00%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC5$5750.00%+5New
Freedom Wealth Alliance, LLC5$5750.00%+5New
TD Private Client Wealth LLC6$6900.00%−40−87.0%Reduced
Hexagon Capital Partners LLC6$6900.00%+6New
Sofos Investments, Inc.115$6950.01%+115New
TD Ameritrade Investment Management, LLC9$1.00K0.00%−30−76.9%Reduced
Migdal Insurance & Financial Holdings Ltd.11$1.00K0.00%−5−31.3%Reduced
Vigilant Capital Management, LLC11$1.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.6$1.00K0.00%00.0%Unchanged
Grove Bank & Trust10$1.00K0.00%+10New
Toth Financial Advisory Corp10$1.15K0.00%00.0%Unchanged
Washington Trust Co10$1.15K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC10$1.15K0.00%00.0%Unchanged
Atticus Wealth Management, LLC10$1.16K0.00%−8−44.4%Reduced
Disciplined Investments, LLC12$1.38K0.00%−4−25.0%Reduced
Harbour Investments, Inc.12$1.38K0.00%+12New
Versant Capital Management, Inc13$1.49K0.00%00.0%Unchanged
SJS Investment Consulting Inc.17$1.95K0.00%+3+21.4%Added
Toronto Dominion Bank20$2.00K0.00%00.0%Unchanged
Castleview Partners, LLC18$2.07K0.00%00.0%Unchanged
Tfo-TDC, LLC64$2.11K0.00%+64New
First Manhattan Co20$2.30K0.00%00.0%Unchanged
Ellevest, Inc.21$2.41K0.00%−67−76.1%Reduced
Heritage Wealth Management, LLC22$2.53K0.00%+11+100.0%Added
Davidson Capital Management Inc.23$2.64K0.00%−111−82.8%Reduced
Moisand Fitzgerald Tamayo, LLC23$2.64K0.00%+23New
First Horizon Advisors, Inc.25$2.87K0.00%−701−96.6%Reduced
Parkside Financial Bank & Trust26$2.99K0.00%−2−7.1%Reduced
AlphaMark Advisors, LLC25$3.00K0.00%00.0%Unchanged
Copeland Capital Management, LLC24$3.00K0.00%+24New
Schubert & Co27$3.10K0.00%−17−38.6%Reduced
Manchester Capital Management LLC30$3.45K0.00%−14−31.8%Reduced
Farmers & Merchants Investments Inc32$3.68K0.00%+2+6.7%Added
Westside Investment Management, Inc.42$4.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC35$4.00K0.00%00.0%Unchanged
Princeton Global Asset Management LLC32$4.00K0.00%00.0%Unchanged
Mechanics Financial Corp35$4.00K0.00%+20+133.3%Added
Iron Horse Wealth Management, LLC35$4.00K0.00%+35New
JFS Wealth Advisors, LLC37$4.25K0.00%−18−32.7%Reduced
Earnest Partners LLC41$4.71K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC47$5.40K0.00%+44+1,466.7%Added
Sandy Spring Bank49$5.62K0.00%00.0%Unchanged
Lee Financial Co49$5.63K0.00%−22−31.0%Reduced
Glassman Wealth Services49$5.63K0.00%+6+14.0%Added
Cribstone Capital Management, LLC50$5.75K0.00%00.0%Unchanged
RWM Asset Management, LLC50$5.75K0.00%00.0%Unchanged
My Personal CFO, LLC50$5.75K0.01%+50New
Global Retirement Partners, LLC57$6.58K0.00%−95−62.5%Reduced
Baillie Gifford & Co63$7.24K0.00%00.0%Unchanged
Farther Finance Advisors, LLC69$7.93K0.00%+69New
Red Tortoise LLC72$8.27K0.01%+72New
Dark Forest Capital Management LP76$8.73K0.00%+76New
Bell Investment Advisors, Inc77$8.85K0.00%−19−19.8%Reduced
Smithfield Trust Co80$9.00K0.00%00.0%Unchanged
Accurate Wealth Management, LLC72$9.05K0.00%+72New
Cassady Schiller Wealth Management, LLC83$9.54K0.01%+83New
Quarry LP84$9.65K0.01%+84New
Elequin Capital LP94$10.8K0.00%+94New
Capital Advisors, Ltd. LLC412$11.0K0.00%+294+249.2%Added
HM Payson & Co100$11.5K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC100$11.5K0.00%00.0%Unchanged
Sittner & Nelson, LLC100$11.5K0.01%00.0%Unchanged
Zullo Investment Group, Inc.100$11.5K0.01%00.0%Unchanged
Riverview Trust Co103$12.0K0.01%+103New
Whittier Trust Co of Nevada Inc105$12.1K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton109$12.5K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC112$12.9K0.00%+12+12.0%Added
TCI Wealth Advisors, Inc.114$13.1K0.00%00.0%Unchanged
Covestor Ltd125$14.0K0.01%+37+42.0%Added
Desjardins Global Asset Management Inc.147$16.0K0.00%−22−13.0%Reduced
Lindbrook Capital, LLC179$20.6K0.00%−21−10.5%Reduced
Front Row Advisors LLC184$21.0K0.01%00.0%Unchanged
Optimum Investment Advisors200$23.0K0.01%00.0%Unchanged
Denali Advisors LLC200$23.0K0.01%00.0%Unchanged
Ten Capital Wealth Advisors, LLC205$23.6K0.01%00.0%Unchanged
Quent Capital, LLC206$23.7K0.00%−204−49.8%Reduced
Bessemer Group Inc212$25.0K0.00%+190+863.6%Added
3Chopt Investment Partners, LLC240$27.6K0.02%+240New
DB Wealth Management Group, LLC275$31.6K0.02%00.0%Unchanged
Plante Moran Financial Advisors, LLC284$32.6K0.00%00.0%Unchanged
Bartlett & Co. LLC289$33.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC289$33.2K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC298$34.2K0.01%00.0%Unchanged
Artemis Wealth Advisors, LLC301$35.0K0.01%+2+0.7%Added
Whittier Trust Co310$35.6K0.00%+210+210.0%Added
Comerica Securities,inc.313$36.0K0.00%+313New
Umb Bank N A328$37.0K0.00%−52−13.7%Reduced
Spire Wealth Management331$38.0K0.00%−5−1.5%Reduced
Nkcfo LLC335$38.0K0.02%00.0%Unchanged
Colonial Trust Co333$38.3K0.01%+333New
KBC Group NV341$39.0K0.00%00.0%Unchanged