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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Westmount Partners, LLC | 2,979 | $342.4K | 0.18% | +2,979 | New |
| Raymond James Trust N.A. | 2,975 | $342.0K | 0.01% | +2,975 | New |
| HRT Financial LP | 2,964 | $340.0K | 0.00% | −23,203−88.7% | Reduced |
| Patten & Patten Inc | 2,957 | $340.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,940 | $337.9K | 0.02% | +26+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 2,900 | $333.3K | 0.01% | −480−14.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,893 | $332.0K | 0.01% | −708−19.7% | Reduced |
| Blueshift Asset Management, LLC | 2,857 | $328.3K | 0.15% | +2,857 | New |
| TrimTabs Asset Management, LLC | 2,793 | $321.0K | 0.21% | −3,002−51.8% | Reduced |
| BancorpSouth Bank | 2,783 | $319.8K | 0.03% | +48+1.8% | Added |
| Bryn Mawr Trust Co | 2,767 | $318.0K | 0.01% | −360−11.5% | Reduced |
| MQS Management LLC | 2,744 | $315.3K | 0.21% | −1,468−34.9% | Reduced |
| Glenview Trust Co | 2,742 | $315.1K | 0.01% | +1,041+61.2% | Added |
| Neo Ivy Capital Management | 2,730 | $314.0K | 0.21% | +2,230+446.0% | Added |
| Mariner, LLC | 2,673 | $307.0K | 0.00% | −1,397−34.3% | Reduced |
| Eagle Harbor Asset Management Inc | 2,668 | $306.6K | 0.45% | +2,668 | New |
| Smithbridge Asset Management Inc | 2,660 | $306.0K | 0.08% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,663 | $306.0K | 0.01% | +1,389+109.0% | Added |
| Walleye Capital LLC | 2,648 | $304.3K | 0.01% | +2,648 | New |
| BTC Capital Management, Inc. | 2,590 | $297.6K | 0.04% | +337+15.0% | Added |
| MAI Capital Management | 2,571 | $295.5K | 0.00% | −3,588−58.3% | Reduced |
| First Citizens Bank & Trust Co | 2,547 | $293.0K | 0.01% | +276+12.2% | Added |
| Taurus Asset Management, LLC | 2,500 | $287.3K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 2,457 | $282.4K | 0.01% | +420+20.6% | Added |
| Caxton Associates LP | 2,363 | $271.6K | 0.02% | +2,363 | New |
| Intrust Bank NA | 2,350 | $270.1K | 0.04% | +162+7.4% | Added |
| Caption Management, LLC | 2,346 | $269.6K | 0.05% | −9,000−79.3% | Reduced |
| Inceptionr LLC | 2,324 | $267.1K | 0.14% | +2,324 | New |
| MainStreet Investment Advisors LLC | 2,322 | $266.8K | 0.03% | +2,322 | New |
| YorkBridge Wealth Partners, LLC | 2,294 | $263.6K | 0.07% | −98−4.1% | Reduced |
| Virtu Financial LLC | 2,264 | $260.0K | 0.03% | −6,524−74.2% | Reduced |
| FDx Advisors, Inc. | 2,261 | $260.0K | 0.01% | +443+24.4% | Added |
| Naples Global Advisors, LLC | 2,254 | $259.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,243 | $257.8K | 0.01% | −280−11.1% | Reduced |
| TFG Advisers LLC | 2,216 | $254.6K | 0.13% | +161+7.8% | Added |
| Cooper Financial Group | 2,213 | $254.4K | 0.08% | −407−15.5% | Reduced |
| Alps Advisors Inc | 2,194 | $252.1K | 0.00% | −12−0.5% | Reduced |
| Camelot Portfolios, LLC | 2,180 | $250.6K | 0.19% | +2,180 | New |
| Paragon Capital Management Ltd | 2,138 | $245.8K | 0.07% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,122 | $244.0K | 0.01% | +233+12.3% | Added |
| New Vernon Capital Holdings II LLC | 2,114 | $242.9K | 0.20% | +271+14.7% | Added |
| McBroom & Associates, LLC | 2,090 | $240.2K | 0.26% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,090 | $240.0K | 0.01% | −722−25.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,074 | $238.3K | 0.09% | −497−19.3% | Reduced |
| Alpha Omega Wealth Management LLC | 2,040 | $234.4K | 0.04% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 2,038 | $234.2K | 0.01% | +65+3.3% | Added |
| Wendell David Associates Inc | 2,000 | $230.0K | 0.03% | 00.0% | Unchanged |
| Marshall Wace, LLP | 2,000 | $229.8K | 0.00% | −139,536−98.6% | Reduced |
| Central Trust Co | 2,000 | $229.8K | 0.01% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 2,000 | $229.8K | 0.07% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 1,991 | $228.8K | 0.08% | −4,066−67.1% | Reduced |
| Csenge Advisory Group | 1,985 | $228.1K | 0.02% | +148+8.1% | Added |
| Emerald Advisers, LLC | 1,977 | $227.2K | 0.01% | −1,078−35.3% | Reduced |
| Greenwood Capital Associates LLC | 1,974 | $226.9K | 0.04% | −455−18.7% | Reduced |
| Cetera Investment Advisers | 1,963 | $225.5K | 0.00% | +1,963 | New |
| Veritable, L.P. | 1,958 | $225.0K | 0.00% | +1,958 | New |
| Confluence Wealth Services, Inc. | 1,953 | $224.4K | 0.06% | −209−9.7% | Reduced |
| Exencial Wealth Advisors, LLC | 1,942 | $223.2K | 0.01% | +1,942 | New |
| Signaturefd, LLC | 1,941 | $223.1K | 0.01% | −301−13.4% | Reduced |
| Citizens Financial Group Inc | 1,915 | $220.0K | 0.01% | +1,915 | New |
| AMG National Trust Bank | 1,900 | $218.3K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 1,869 | $214.8K | 0.00% | +3+0.2% | Added |
| Landscape Capital Management, L.L.C. | 1,863 | $214.1K | 0.03% | −3,109−62.5% | Reduced |
| Delphia (USA) Inc. | 1,839 | $211.4K | 0.24% | +1,839 | New |
| CIBC Asset Management Inc | 1,827 | $210.0K | 0.00% | −1,064−36.8% | Reduced |
| Institute for Wealth Management, LLC. | 1,817 | $208.8K | 0.04% | −30−1.6% | Reduced |
| Vaughan David Investments LLC | 1,800 | $207.0K | 0.01% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 1,799 | $206.7K | 0.09% | −864−32.4% | Reduced |
| Absher Wealth Management, LLC | 1,795 | $206.3K | 0.04% | +1,795 | New |
| Corton Capital Inc. | 1,787 | $205.4K | 0.17% | +1,787 | New |
| LFA - Lugano Financial Advisors SA | 1,775 | $204.0K | 0.15% | −1,775−50.0% | Reduced |
| Ci Investments Inc. | 1,616 | $186.0K | 0.00% | +182+12.7% | Added |
| Brown Brothers Harriman & Co | 1,548 | $177.9K | 0.00% | −94−5.7% | Reduced |
| Money Concepts Capital Corp | 1,538 | $176.7K | 0.01% | −1,142−42.6% | Reduced |
| Belpointe Asset Management LLC | 1,528 | $175.7K | 0.01% | −505−24.8% | Reduced |
| PEAK6 Investments LLC | 1,308 | $150.3K | 0.01% | +1,308 | New |
| Ossiam | 1,283 | $147.4K | 0.00% | +573+80.7% | Added |
| GWM Advisors LLC | 1,605 | $144.9K | 0.00% | +1,605 | New |
| Centennial Bank | 1,255 | $144.2K | 0.08% | +1,255 | New |
| Group One Trading, L.P. | 1,168 | $134.2K | 0.00% | +1,168 | New |
| Pflug Koory, LLC | 1,162 | $134.0K | 0.07% | +51+4.6% | Added |
| Syverson Strege & Co | 1,137 | $130.6K | 0.06% | +7+0.6% | Added |
| Huntington National Bank | 1,074 | $123.4K | 0.00% | +67+6.7% | Added |
| SG Americas Securities, LLC | 1,021 | $117.0K | 0.00% | +1,021 | New |
| Industrial Alliance Investment Management Inc. | 932 | $107.0K | 0.00% | +932 | New |
| Geneos Wealth Management Inc. | 916 | $105.2K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 880 | $101.1K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 869 | $99.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 864 | $98.0K | 0.00% | +311+56.2% | Added |
| Atlantic Trust, LLC | 819 | $94.0K | 0.03% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 803 | $92.2K | 0.01% | −7−0.9% | Reduced |
| Parallel Advisors, LLC | 793 | $91.2K | 0.00% | −177−18.2% | Reduced |
| Private Trust Co NA | 753 | $87.0K | 0.01% | −100−11.7% | Reduced |
| CWM, LLC | 759 | $87.0K | 0.00% | +208+37.7% | Added |
| EverSource Wealth Advisors, LLC | 755 | $86.8K | 0.01% | +33+4.6% | Added |
| Pinnacle Bancorp, Inc. | 720 | $83.0K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 712 | $82.0K | 0.02% | +712 | New |
| JJJ Advisors Inc. | 581 | $74.7K | 0.02% | −85−12.8% | Reduced |
| Quadrant Capital Group LLC | 629 | $72.3K | 0.01% | −431−40.7% | Reduced |
| Focused Wealth Management, Inc | 600 | $69.0K | 0.01% | 00.0% | Unchanged |