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 |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 564 | $66.8K | 0.02% | −17−2.9% | Reduced |
| Industrial Alliance Investment Management Inc. | 537 | $65.0K | 0.00% | −395−42.4% | Reduced |
| Proequities, Inc. | 522 | $63.5K | 0.00% | −41−7.3% | Reduced |
| Banque Cantonale Vaudoise | 480 | $58.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 469 | $57.1K | 0.00% | +159+51.3% | Added |
| Leonteq Securities AG | 455 | $55.4K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 434 | $52.8K | 0.03% | +434 | New |
| Fifth Third Bancorp | 433 | $52.7K | 0.00% | +28+6.9% | Added |
| TD Waterhouse Canada Inc. | 427 | $52.0K | 0.00% | −31−6.8% | Reduced |
| NVWM, LLC | 425 | $51.7K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 422 | $51.3K | 0.00% | −39−8.5% | Reduced |
| DT Investment Partners, LLC | 400 | $47.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 385 | $46.9K | 0.00% | +8+2.1% | Added |
| Orion Capital Management LLC | 378 | $46.0K | 0.03% | +378 | New |
| Global Retirement Partners, LLC | 362 | $41.8K | 0.00% | +305+535.1% | Added |
| KBC Group NV | 341 | $41.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 331 | $40.3K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 311 | $38.0K | 0.00% | +311 | New |
| Harbor Investment Advisory, LLC | 298 | $36.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 289 | $35.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 289 | $35.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 284 | $34.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 277 | $33.7K | 0.02% | +193+229.8% | Added |
| DB Wealth Management Group, LLC | 275 | $33.5K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 227 | $27.7K | 0.00% | +21+10.2% | Added |
| GWM Advisors LLC | 222 | $27.0K | 0.00% | −1,383−86.2% | Reduced |
| Umb Bank N A | 211 | $25.7K | 0.00% | −117−35.7% | Reduced |
| Ten Capital Wealth Advisors, LLC | 205 | $24.9K | 0.01% | 00.0% | Unchanged |
| Shay Capital LLC | 200 | $24.3K | 0.01% | +200 | New |
| Front Row Advisors LLC | 184 | $22.0K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 151 | $18.0K | 0.00% | +4+2.7% | Added |
| Whittier Trust Co of Nevada Inc | 139 | $16.9K | 0.00% | +34+32.4% | Added |
| Lindbrook Capital, LLC | 138 | $16.8K | 0.00% | −41−22.9% | Reduced |
| Ameritas Advisory Services, LLC | 124 | $14.9K | 0.00% | +124 | New |
| Advisors Preferred, LLC | 119 | $14.5K | 0.00% | +119 | New |
| Covestor Ltd | 116 | $14.0K | 0.01% | −9−7.2% | Reduced |
| TCI Wealth Advisors, Inc. | 115 | $14.0K | 0.00% | +1+0.9% | Added |
| Rosenberg Matthew Hamilton | 109 | $13.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 103 | $12.5K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 100 | $12.2K | 0.01% | −100−50.0% | Reduced |
| Glen Eagle Advisors, LLC | 100 | $12.2K | 0.00% | −12−10.7% | Reduced |
| HM Payson & Co | 100 | $12.2K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $12.2K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $12.2K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 100 | $12.2K | 0.01% | +100 | New |
| Capital Advisors, Ltd. LLC | 94 | $11.0K | 0.00% | −318−77.2% | Reduced |
| Bell Investment Advisors, Inc | 90 | $10.9K | 0.00% | +13+16.9% | Added |
| Cassady Schiller Wealth Management, LLC | 83 | $10.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 83 | $10.0K | 0.00% | +83 | New |
| International Assets Investment Management, LLC | 74 | $9.00K | 0.00% | +74 | New |
| IFP Advisors, Inc | 194 | $8.90K | 0.00% | −622−76.2% | Reduced |
| Red Tortoise LLC | 72 | $8.76K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 63 | $7.67K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 58 | $7.00K | 0.00% | −154−72.6% | Reduced |
| Farther Finance Advisors, LLC | 51 | $6.21K | 0.00% | −18−26.1% | Reduced |
| Glassman Wealth Services | 49 | $5.96K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 49 | $5.95K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 47 | $5.72K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 42 | $5.11K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 41 | $4.99K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $4.87K | 0.00% | +3+8.1% | Added |
| Schubert & Co | 36 | $4.38K | 0.00% | +9+33.3% | Added |
| Mechanics Financial Corp | 35 | $4.26K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34 | $4.14K | 0.00% | +34 | New |
| Winch Advisory Services, LLC | 36 | $4.00K | 0.00% | +1+2.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 32 | $4.00K | 0.00% | +21+190.9% | Added |
| Princeton Global Asset Management LLC | 32 | $3.89K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $3.89K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 32 | $3.89K | 0.00% | +11+52.4% | Added |
| Manchester Capital Management LLC | 30 | $3.65K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 30 | $3.65K | 0.00% | +7+30.4% | Added |
| RFP Financial Group LLC | 29 | $3.53K | 0.00% | +29 | New |
| Versant Capital Management, Inc | 28 | $3.41K | 0.00% | +15+115.4% | Added |
| Parkside Financial Bank & Trust | 26 | $3.16K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 25 | $3.04K | 0.00% | +25 | New |
| First Horizon Advisors, Inc. | 25 | $3.04K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 23 | $2.80K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 20 | $2.43K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 18 | $2.19K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 14 | $1.70K | 0.00% | −35−71.4% | Reduced |
| SJS Investment Consulting Inc. | 14 | $1.70K | 0.00% | −3−17.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 14 | $1.70K | 0.00% | +14 | New |
| Atticus Wealth Management, LLC | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 9 | $1.09K | 0.00% | +9 | New |
| Vigilant Capital Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $852 | 0.00% | −5−41.7% | Reduced |
| Harbour Investments, Inc. | 6 | $730 | 0.00% | −6−50.0% | Reduced |
| TD Private Client Wealth LLC | 6 | $730 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $609 | 0.00% | +4+400.0% | Added |
| CVA Family Office, LLC | 5 | $608 | 0.00% | +5 | New |
| Abound Wealth Management | 4 | $496 | 0.00% | 00.0% | Unchanged |