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, Q2 2023
Institutional positions in Williams Sonoma Inc as of Jun 30, 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
- 589
- −14 vs. Q1 2023
- Shares held
- 64.6M
- −1.63M (−2.5%) vs. Q1 2023
- Total value
- $8.06B
- +$44.2M (+0.6%) vs. Q1 2023
- New holders
- 78
- 189 more added
- Sold out
- 92
- 237 more reduced
6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 198,470 | $0 | 0.00% | +198,470 | New |
| Tfo-TDC, LLC | 1 | $125 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1 | $125 | 0.00% | +1 | New |
| Northwest Capital Management Inc | 1 | $135 | 0.00% | +1 | New |
| Institutional & Family Asset Management, LLC | 2 | $250 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $251 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $251 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 125 | $323 | 0.00% | +125 | New |
| Horizon Investments, LLC | 3 | $373 | 0.00% | +3 | New |
| BDO Wealth Advisors, LLC | 3 | $376 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $501 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4 | $501 | 0.00% | +1+33.3% | Added |
| Abound Wealth Management | 4 | $514 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 4 | $520 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 5 | $626 | 0.00% | +5 | New |
| Vigilant Capital Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 10 | $1.25K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $1.25K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $1.50K | 0.00% | +5+71.4% | Added |
| SJS Investment Consulting Inc. | 13 | $1.63K | 0.00% | −1−7.1% | Reduced |
| Gradient Investments LLC | 13 | $1.63K | 0.00% | +12+1,200.0% | Added |
| Lee Financial Co | 14 | $1.75K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15 | $1.88K | 0.00% | +9+150.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 15 | $2.00K | 0.00% | −17−53.1% | Reduced |
| Leonteq Securities AG | 17 | $2.13K | 0.00% | −438−96.3% | Reduced |
| Versant Capital Management, Inc | 18 | $2.25K | 0.00% | −10−35.7% | Reduced |
| Castleview Partners, LLC | 18 | $2.25K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 23 | $2.88K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 23 | $2.88K | 0.00% | −3−11.5% | Reduced |
| Copeland Capital Management, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 25 | $3.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $3.75K | 0.00% | −2−6.3% | Reduced |
| Key Financial Inc | 31 | $3.88K | 0.00% | +31 | New |
| Davidson Capital Management Inc. | 31 | $3.88K | 0.00% | +1+3.3% | Added |
| Winch Advisory Services, LLC | 35 | $4.00K | 0.00% | −1−2.8% | Reduced |
| Princeton Global Asset Management LLC | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 35 | $4.38K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 38 | $4.76K | 0.00% | +33+660.0% | Added |
| JFS Wealth Advisors, LLC | 40 | $5.01K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 41 | $5.13K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 42 | $5.26K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 43 | $5.38K | 0.00% | +13+43.3% | Added |
| Asset Dedication, LLC | 50 | $6.00K | 0.00% | +50 | New |
| Sandy Spring Bank | 49 | $6.12K | 0.00% | 00.0% | Unchanged |
| City State Bank | 55 | $7.00K | 0.00% | +55 | New |
| Glassman Wealth Services | 56 | $7.01K | 0.00% | +7+14.3% | Added |
| Foster Dykema Cabot & Co Inc | 61 | $8.00K | 0.00% | +61 | New |
| Red Tortoise LLC | 72 | $9.01K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 79 | $9.89K | 0.00% | +28+54.9% | Added |
| Loomis Sayles & Co L P | 82 | $10.0K | 0.00% | −229−73.6% | Reduced |
| Smithfield Trust Co | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 83 | $10.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 240 | $11.0K | 0.00% | +46+23.7% | Added |
| Bell Investment Advisors, Inc | 99 | $12.4K | 0.00% | +9+10.0% | Added |
| HM Payson & Co | 100 | $12.5K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $12.5K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $12.5K | 0.01% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 102 | $13.0K | 0.00% | −17−14.3% | Reduced |
| Rosenberg Matthew Hamilton | 109 | $13.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 111 | $14.0K | 0.00% | +53+91.4% | Added |
| Newbridge Financial Services Group, Inc. | 115 | $14.4K | 0.01% | +90+360.0% | Added |
| Allworth Financial LP | 118 | $14.8K | 0.00% | −267−69.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 139 | $17.4K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 154 | $19.3K | 0.00% | +3+2.0% | Added |
| Covestor Ltd | 172 | $21.0K | 0.02% | +56+48.3% | Added |
| Lindbrook Capital, LLC | 170 | $21.3K | 0.00% | +32+23.2% | Added |
| Front Row Advisors LLC | 184 | $23.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 200 | $25.0K | 0.00% | +200 | New |
| Umb Bank N A | 211 | $26.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 232 | $28.0K | 0.00% | −637−73.3% | Reduced |
| Quent Capital, LLC | 234 | $29.3K | 0.00% | +7+3.1% | Added |
| Anchor Investment Management, LLC | 265 | $33.2K | 0.00% | −615−69.9% | Reduced |
| DB Wealth Management Group, LLC | 275 | $34.4K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 284 | $35.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 289 | $36.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 289 | $36.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 298 | $37.3K | 0.01% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 305 | $38.2K | 0.01% | +305 | New |
| Quarry LP | 307 | $38.4K | 0.02% | +30+10.8% | Added |
| Spire Wealth Management | 329 | $41.2K | 0.00% | −2−0.6% | Reduced |
| Huntington National Bank | 331 | $41.4K | 0.00% | −384−53.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 377 | $47.0K | 0.00% | −2,276−85.8% | Reduced |
| Global Retirement Partners, LLC | 389 | $48.7K | 0.00% | +27+7.5% | Added |
| Capital Advisors, Ltd. LLC | 408 | $51.0K | 0.01% | +314+334.0% | Added |
| NVWM, LLC | 425 | $53.2K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 427 | $54.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 441 | $55.2K | 0.00% | +8+1.8% | Added |
| DT Investment Partners, LLC | 400 | $55.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 469 | $58.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 469 | $58.7K | 0.02% | −350−42.7% | Reduced |
| JJJ Advisors Inc. | 478 | $59.8K | 0.02% | −86−15.2% | Reduced |
| Ridgewood Investments LLC | 488 | $61.1K | 0.03% | +54+12.4% | Added |
| Banque Cantonale Vaudoise | 550 | $69.0K | 0.00% | +70+14.6% | Added |
| AdvisorNet Financial, Inc | 556 | $69.5K | 0.01% | +2+0.4% | Added |
| Quadrant Capital Group LLC | 561 | $70.2K | 0.01% | −471−45.6% | Reduced |
| Amundi | 584 | $73.5K | 0.00% | −38,173−98.5% | Reduced |
| Focused Wealth Management, Inc | 600 | $75.1K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 618 | $77.0K | 0.02% | +618 | New |
| Credit Agricole S A | 644 | $80.6K | 0.00% | −134−17.2% | Reduced |