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 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 646 | $80.9K | 0.00% | +57+9.7% | Added |
| Kistler-Tiffany Companies, LLC | 675 | $84.4K | 0.01% | −26−3.7% | Reduced |
| Park Place Capital Corp | 697 | $87.2K | 0.02% | −15−2.1% | Reduced |
| EverSource Wealth Advisors, LLC | 719 | $90.0K | 0.01% | −28−3.7% | Reduced |
| Pinnacle Bancorp, Inc. | 720 | $90.1K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 753 | $94.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 785 | $98.2K | 0.02% | −130−14.2% | Reduced |
| BerganKDV Wealth Management, LLC | 786 | $98.4K | 0.01% | −17−2.1% | Reduced |
| GWM Advisors LLC | 815 | $102.0K | 0.00% | +593+267.1% | Added |
| Geneos Wealth Management Inc. | 916 | $114.6K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,016 | $127.1K | 0.00% | +1,016 | New |
| Bangor Savings Bank | 1,046 | $130.9K | 0.01% | −108−9.4% | Reduced |
| Proequities, Inc. | 1,047 | $131.0K | 0.01% | +525+100.6% | Added |
| DuPont Capital Management Corp | 1,084 | $135.7K | 0.01% | +1,084 | New |
| Pflug Koory, LLC | 1,187 | $148.5K | 0.08% | 00.0% | Unchanged |
| Centennial Bank | 1,255 | $157.1K | 0.11% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,464 | $183.2K | 0.00% | +62+4.4% | Added |
| Brown Brothers Harriman & Co | 1,477 | $184.8K | 0.00% | −100−6.3% | Reduced |
| Exchange Traded Concepts, LLC | 1,482 | $185.5K | 0.00% | −659−30.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,515 | $189.6K | 0.00% | −1,118−42.5% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,521 | $190.3K | 0.13% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,604 | $200.7K | 0.01% | +1,604 | New |
| Segall Bryant & Hamill, LLC | 1,609 | $201.4K | 0.00% | +1,609 | New |
| Buttonwood Financial Advisors Inc. | 1,642 | $205.5K | 0.13% | +1,642 | New |
| Wallace Advisory Group, LLC | 1,724 | $209.7K | 0.16% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,698 | $212.0K | 0.00% | +74+4.6% | Added |
| Daiwa Securities Group Inc. | 1,710 | $214.0K | 0.00% | +1,710 | New |
| Pearl River Capital, LLC | 1,757 | $219.9K | 0.04% | −4,105−70.0% | Reduced |
| Cetera Investment Advisers | 1,762 | $220.5K | 0.00% | −48−2.7% | Reduced |
| Verition Fund Management LLC | 1,777 | $222.4K | 0.00% | −16,714−90.4% | Reduced |
| Bank of Nova Scotia | 1,782 | $223.1K | 0.00% | +1,782 | New |
| Vaughan David Investments LLC | 1,800 | $225.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,799 | $225.2K | 0.01% | +1,001+125.4% | Added |
| Institute for Wealth Management, LLC. | 1,817 | $227.4K | 0.04% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 1,827 | $228.6K | 0.04% | −18−1.0% | Reduced |
| Fox Run Management, L.L.C. | 1,843 | $230.6K | 0.06% | +1,843 | New |
| Darwin Advisors, LLC | 1,791 | $231.7K | 0.06% | +1,791 | New |
| CIBC Asset Management Inc | 1,868 | $233.8K | 0.00% | +3+0.2% | Added |
| Intrust Bank NA | 1,897 | $237.4K | 0.03% | −419−18.1% | Reduced |
| AMG National Trust Bank | 1,900 | $237.8K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,900 | $237.8K | 0.13% | +1,900 | New |
| Ossiam | 1,910 | $239.0K | 0.00% | +897+88.5% | Added |
| Valeo Financial Advisors, LLC | 1,912 | $239.3K | 0.01% | −225−10.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,917 | $239.9K | 0.11% | −15−0.8% | Reduced |
| AIA Group Ltd | 1,925 | $240.9K | 0.01% | +1,925 | New |
| Central Trust Co | 1,935 | $242.1K | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 1,991 | $249.2K | 0.01% | +159+8.7% | Added |
| Wendell David Associates Inc | 2,000 | $250.0K | 0.03% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 2,000 | $250.3K | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,003 | $250.7K | 0.01% | +151+8.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,008 | $251.3K | 0.01% | −25−1.2% | Reduced |
| Profund Advisors LLC | 2,018 | $252.5K | 0.01% | −321−13.7% | Reduced |
| Alpha Omega Wealth Management LLC | 2,040 | $255.3K | 0.04% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 2,060 | $258.0K | 0.06% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 2,092 | $261.8K | 0.21% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,094 | $262.0K | 0.09% | +37+1.8% | Added |
| Bryn Mawr Trust Co | 2,102 | $264.0K | 0.01% | −240−10.2% | Reduced |
| Brown Advisory Inc | 2,110 | $264.0K | 0.00% | −418−16.5% | Reduced |
| KB Financial Partners, LLC | 2,115 | $265.0K | 0.07% | +2,115 | New |
| Massmutual Trust Co FSB | 2,123 | $265.7K | 0.01% | −77−3.5% | Reduced |
| Gallacher Capital Management LLC | 2,141 | $267.9K | 0.15% | −3,790−63.9% | Reduced |
| SkyOak Wealth, LLC | 2,178 | $272.6K | 0.08% | +289+15.3% | Added |
| Exencial Wealth Advisors, LLC | 2,195 | $274.6K | 0.01% | +172+8.5% | Added |
| Camelot Portfolios, LLC | 2,203 | $275.7K | 0.17% | +30+1.4% | Added |
| Penserra Capital Management LLC | 2,223 | $278.0K | 0.01% | +184+9.0% | Added |
| Center For Asset Management LLC | 2,246 | $281.0K | 0.27% | +2,246 | New |
| Naples Global Advisors, LLC | 2,254 | $282.1K | 0.03% | 00.0% | Unchanged |
| Covenant Partners, LLC | 2,287 | $286.2K | 0.10% | −32−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 2,288 | $286.3K | 0.01% | +2,288 | New |
| SkyView Investment Advisors, LLC | 2,305 | $288.0K | 0.07% | +2,305 | New |
| Change Path, LLC | 2,356 | $295.0K | 0.01% | +467+24.7% | Added |
| ISAM Funds (UK) Ltd | 2,373 | $297.0K | 0.27% | +2,373 | New |
| Veritable, L.P. | 2,399 | $300.2K | 0.00% | +466+24.1% | Added |
| MainStreet Investment Advisors LLC | 2,424 | $303.3K | 0.03% | +68+2.9% | Added |
| Oppenheimer & Co Inc | 2,427 | $303.7K | 0.01% | −113−4.4% | Reduced |
| Advisor Partners II, LLC | 2,430 | $304.1K | 0.01% | +268+12.4% | Added |
| Stiles Financial Services Inc | 2,434 | $304.6K | 0.15% | +2,434 | New |
| DFPG Investments, LLC | 2,319 | $305.6K | 0.03% | −6,544−73.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,450 | $306.5K | 0.00% | +2,450 | New |
| Scotia Capital Inc. | 2,465 | $308.5K | 0.00% | +2,465 | New |
| TFG Advisers LLC | 2,479 | $310.2K | 0.14% | +76+3.2% | Added |
| Hilltop Holdings Inc. | 2,484 | $310.8K | 0.04% | +2,484 | New |
| Taurus Asset Management, LLC | 2,500 | $312.9K | 0.04% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,557 | $320.1K | 0.07% | +434+20.4% | Added |
| Cooper Financial Group | 2,569 | $321.5K | 0.08% | +100+4.1% | Added |
| New Vernon Capital Holdings II LLC | 2,582 | $323.1K | 0.22% | +454+21.3% | Added |
| Man Group plc | 2,621 | $328.0K | 0.00% | – | – |
| Alps Advisors Inc | 2,636 | $329.9K | 0.00% | +25+1.0% | Added |
| MAI Capital Management | 2,641 | $330.6K | 0.00% | −251−8.7% | Reduced |
| Keebeck Alpha, LP | 2,661 | $333.0K | 0.33% | +2,661 | New |
| Eagle Harbor Asset Management Inc | 2,668 | $333.9K | 0.44% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,685 | $336.0K | 0.01% | −179−6.3% | Reduced |
| Private Advisor Group, LLC | 2,712 | $339.3K | 0.00% | +38+1.4% | Added |
| Nebula Research & Development LLC | 2,748 | $343.9K | 0.26% | +335+13.9% | Added |
| Cullen/Frost Bankers, Inc. | 2,758 | $345.1K | 0.01% | +2,000+263.9% | Added |
| BancorpSouth Bank | 2,844 | $355.9K | 0.03% | +61+2.2% | Added |
| FourThought Financial Partners, LLC | 2,939 | $367.9K | 0.05% | +2,939 | New |
| Patten & Patten Inc | 2,957 | $370.0K | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 2,970 | $371.7K | 0.00% | +2,970 | New |
| CSS LLC | 3,000 | $375.4K | 0.03% | −500−14.3% | Reduced |