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, Q1 2023
Institutional positions in Williams Sonoma Inc as of Mar 31, 2023. 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
- 609
- +1 vs. Q4 2022
- Shares held
- 66.4M
- −740.8K (−1.1%) vs. Q4 2022
- Total value
- $8.03B
- +$327.9M (+4.3%) vs. Q4 2022
- New holders
- 66
- 199 more added
- Sold out
- 65
- 223 more reduced
9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLC | 8,156 | $992.3K | 0.08% | +8,156 | New |
| Davenport & Co LLC | 8,128 | $988.9K | 0.01% | +2,945+56.8% | Added |
| Alaethes Wealth LLC | 8,121 | $987.9K | 0.58% | +556+7.3% | Added |
| Kestra Advisory Services, LLC | 8,055 | $979.9K | 0.01% | −3,695−31.4% | Reduced |
| Hongkou Capital LP | 8,000 | $973.3K | 3.19% | 00.0% | Unchanged |
| Aviva PLC | 7,884 | $959.2K | 0.00% | −731−8.5% | Reduced |
| Pictet Asset Management SA | 7,840 | $953.8K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,783 | $946.9K | 0.00% | +61+0.8% | Added |
| Shulman DeMeo Asset Management LLC | 7,755 | $943.5K | 0.30% | +20.0% | Added |
| Symmetry Partners, LLC | 7,617 | $927.0K | 0.05% | −1,500−16.5% | Reduced |
| Gs Investments, Inc. | 7,578 | $921.9K | 0.53% | −90−1.2% | Reduced |
| Creative Planning | 7,482 | $910.3K | 0.00% | +1,420+23.4% | Added |
| Venturi Wealth Management, LLC | 7,453 | $906.7K | 0.07% | −505−6.3% | Reduced |
| MML Investors Services, LLC | 7,434 | $904.0K | 0.01% | −3,234−30.3% | Reduced |
| Legacy Bridge, LLC | 7,348 | $894.0K | 0.62% | +100+1.4% | Added |
| Truist Financial Corp | 7,121 | $866.4K | 0.00% | +654+10.1% | Added |
| Round Hill Asset Management | 7,084 | $861.8K | 0.54% | +7,084 | New |
| Mount Yale Investment Advisors, LLC | 6,922 | $842.1K | 0.09% | +325+4.9% | Added |
| Royce & Associates LP | 6,915 | $841.3K | 0.01% | +6,915 | New |
| San Luis Wealth Advisors LLC | 6,686 | $813.0K | 0.31% | +6,686 | New |
| GHP Investment Advisors, Inc. | 6,465 | $786.6K | 0.05% | +423+7.0% | Added |
| Transatlantique Private Wealth LLC | 6,443 | $783.8K | 0.43% | +376+6.2% | Added |
| Dana Investment Advisors, Inc. | 6,400 | $778.6K | 0.04% | +505+8.6% | Added |
| SG Americas Securities, LLC | 6,393 | $778.0K | 0.01% | +5,372+526.2% | Added |
| Basepoint Wealth LLC | 6,214 | $756.0K | 0.63% | +15+0.2% | Added |
| Fulton Bank, N.A. | 6,213 | $755.9K | 0.04% | −4,346−41.2% | Reduced |
| Prudential Financial Inc | 6,664 | $751.7K | 0.00% | +33+0.5% | Added |
| Ironwood Investment Management LLC | 6,104 | $742.6K | 0.46% | +205+3.5% | Added |
| Securian Asset Management, Inc | 6,031 | $733.7K | 0.02% | −100−1.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,991 | $728.9K | 0.15% | +5,991 | New |
| Echo Street Capital Management LLC | 5,976 | $727.0K | 0.01% | +5,976 | New |
| North Star Investment Management Corp. | 5,966 | $725.8K | 0.06% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 5,952 | $724.1K | 0.07% | +2,488+71.8% | Added |
| Bokf, NA | 5,946 | $723.4K | 0.02% | −21,968−78.7% | Reduced |
| Gallacher Capital Management LLC | 5,931 | $721.6K | 0.43% | +2,909+96.3% | Added |
| Pearl River Capital, LLC | 5,862 | $713.2K | 0.11% | −4,612−44.0% | Reduced |
| Berkeley, Inc | 5,674 | $690.3K | 0.50% | +327+6.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,494 | $668.0K | 0.00% | −1,016−15.6% | Reduced |
| Lumina Fund Management LLC | 5,400 | $657.0K | 0.31% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 5,353 | $651.2K | 0.01% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 5,352 | $651.1K | 0.11% | −11−0.2% | Reduced |
| Cetera Advisor Networks LLC | 5,263 | $640.3K | 0.00% | −119−2.2% | Reduced |
| Eukles Asset Management | 5,258 | $639.7K | 0.35% | −41−0.8% | Reduced |
| Tredje AP-fonden | 5,211 | $634.0K | 0.01% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 5,057 | $615.3K | 0.25% | +335+7.1% | Added |
| ETF Managers Group, LLC | 5,040 | $613.2K | 0.02% | +75+1.5% | Added |
| DekaBank Deutsche Girozentrale | 5,210 | $609.0K | 0.00% | −1,378−20.9% | Reduced |
| Commerce Bank | 4,958 | $603.2K | 0.00% | +134+2.8% | Added |
| Quantbot Technologies LP | 4,937 | $600.6K | 0.04% | −24,430−83.2% | Reduced |
| Strategic Investment Advisors | 4,937 | $600.6K | 0.11% | +204+4.3% | Added |
| Northern Oak Wealth Management Inc | 4,932 | $600.0K | 0.07% | +4,932 | New |
| We Are One Seven, LLC | 4,868 | $592.2K | 0.04% | −438−8.3% | Reduced |
| Lindenwold Advisors | 4,759 | $579.0K | 0.36% | −55−1.1% | Reduced |
| Atria Wealth Solutions, Inc. | 4,724 | $574.7K | 0.01% | −249−5.0% | Reduced |
| Wetherby Asset Management Inc | 4,692 | $570.8K | 0.03% | −197−4.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,621 | $562.2K | 0.06% | −83−1.8% | Reduced |
| Parsons Capital Management Inc | 4,498 | $547.2K | 0.04% | +4,498 | New |
| Citadel Advisors LLC | 4,479 | $544.9K | 0.00% | −226,756−98.1% | Reduced |
| Kula Investments, LLC | 4,477 | $544.7K | 0.13% | +4,477 | New |
| Beaumont Asset Management, L.L.C. | 4,473 | $544.2K | 0.40% | −96−2.1% | Reduced |
| Triangle Securities Wealth Management | 4,458 | $542.4K | 0.19% | −40−0.9% | Reduced |
| Keybank National Association | 4,382 | $533.1K | 0.00% | −1,106−20.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 4,292 | $522.2K | 0.05% | −321−7.0% | Reduced |
| Neuberger Berman Group LLC | 4,073 | $495.5K | 0.00% | +198+5.1% | Added |
| Prairiewood Capital, LLC | 4,062 | $494.2K | 0.33% | +19+0.5% | Added |
| Schnieders Capital Management LLC | 3,998 | $486.4K | 0.11% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 3,755 | $456.8K | 0.32% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 3,700 | $450.1K | 0.00% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 3,686 | $448.4K | 0.00% | +3,686 | New |
| Donoghue Forlines LLC | 3,676 | $447.2K | 0.16% | −4,780−56.5% | Reduced |
| Aviance Capital Partners, LLC | 3,634 | $442.2K | 0.10% | +72+2.0% | Added |
| Burton Enright Welch | 3,621 | $440.5K | 0.17% | 00.0% | Unchanged |
| Mariner, LLC | 3,614 | $440.0K | 0.00% | +941+35.2% | Added |
| Raymond James Trust N.A. | 3,590 | $436.0K | 0.01% | +615+20.7% | Added |
| Canandaigua National Bank & Trust Co | 3,563 | $433.0K | 0.07% | +3,563 | New |
| Pathstone Family Office, LLC | 3,497 | $427.2K | 0.01% | −526−13.1% | Reduced |
| CSS LLC | 3,500 | $425.8K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,495 | $425.2K | 0.03% | +3,495 | New |
| Occudo Quantitative Strategies LP | 3,478 | $423.1K | 0.04% | −924−21.0% | Reduced |
| FORA Capital, LLC | 3,455 | $420.3K | 0.04% | +3,455 | New |
| Brighton Jones LLC | 3,395 | $413.0K | 0.02% | +3+0.1% | Added |
| Shelton Capital Management | 3,385 | $411.8K | 0.02% | 00.0% | Unchanged |
| Synovus Financial Corp | 3,376 | $410.7K | 0.00% | +47+1.4% | Added |
| RFG Advisory, LLC | 3,316 | $403.4K | 0.02% | −16−0.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,283 | $399.4K | 0.05% | −5,043−60.6% | Reduced |
| Elevated Capital Advisors, LLC | 3,248 | $395.2K | 0.14% | +82+2.6% | Added |
| Mount Vernon Associates Inc | 3,225 | $392.0K | 0.46% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 3,213 | $390.9K | 0.21% | +420+15.0% | Added |
| Renasant Bank | 3,195 | $388.7K | 0.30% | +60+1.9% | Added |
| Citizens Financial Group Inc | 3,185 | $387.5K | 0.01% | +1,270+66.3% | Added |
| Group One Trading, L.P. | 3,148 | $383.0K | 0.02% | +1,980+169.5% | Added |
| Oxler Private Wealth LLC | 3,102 | $377.4K | 0.19% | +19+0.6% | Added |
| Westmount Partners, LLC | 3,052 | $371.4K | 0.17% | +73+2.5% | Added |
| Pinebridge Investments, L.P. | 2,985 | $363.2K | 0.00% | 00.0% | Unchanged |
| Armistice Capital, LLC | 2,963 | $360.5K | 0.01% | +2,963 | New |
| Patten & Patten Inc | 2,957 | $359.7K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 2,892 | $351.9K | 0.01% | +321+12.5% | Added |
| Steward Partners Investment Advisory, LLC | 2,864 | $348.5K | 0.01% | −36−1.2% | Reduced |
| Cipher Capital LP | 2,800 | $340.6K | 0.06% | +2,800 | New |
| BancorpSouth Bank | 2,783 | $338.6K | 0.03% | 00.0% | Unchanged |