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 |
|---|---|---|---|---|---|
| Westmount Partners, LLC | 3,076 | $384.9K | 0.17% | +24+0.8% | Added |
| Shelton Capital Management | 3,143 | $393.3K | 0.01% | −242−7.1% | Reduced |
| Boothbay Fund Management, LLC | 3,151 | $394.3K | 0.01% | −8,545−73.1% | Reduced |
| TrimTabs Asset Management, LLC | 3,192 | $399.4K | 0.20% | −21−0.7% | Reduced |
| Synovus Financial Corp | 3,197 | $400.1K | 0.00% | −179−5.3% | Reduced |
| RFG Advisory, LLC | 3,198 | $400.2K | 0.02% | −118−3.6% | Reduced |
| AdvisorShares Investments LLC | 3,228 | $404.0K | 0.12% | +3,228 | New |
| Mount Vernon Associates Inc | 3,225 | $404.0K | 0.43% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,293 | $413.0K | 0.01% | −297−8.3% | Reduced |
| Brighton Jones LLC | 3,313 | $414.5K | 0.02% | −82−2.4% | Reduced |
| Winton Group Ltd | 3,342 | $418.2K | 0.03% | +3,342 | New |
| Edgestream Partners, L.P. | 3,363 | $420.8K | 0.04% | +673+25.0% | Added |
| Pathstone Family Office, LLC | 3,412 | $421.5K | 0.01% | −85−2.4% | Reduced |
| Renasant Bank | 3,375 | $422.3K | 0.34% | +180+5.6% | Added |
| Stock Yards Bank & Trust Co | 3,446 | $431.2K | 0.02% | −78,212−95.8% | Reduced |
| Two Sigma Securities, LLC | 3,591 | $449.4K | 0.04% | +3,591 | New |
| Teza Capital Management LLC | 3,613 | $452.1K | 0.07% | +3,613 | New |
| Elevated Capital Advisors, LLC | 3,617 | $452.6K | 0.15% | +369+11.4% | Added |
| New York Life Investment Management LLC | 3,620 | $453.0K | 0.00% | +3,620 | New |
| Burton Enright Welch | 3,621 | $453.1K | 0.14% | 00.0% | Unchanged |
| Lindenwold Advisors | 3,656 | $457.5K | 0.28% | −1,103−23.2% | Reduced |
| Impax Asset Management Group plc | 3,686 | $461.3K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 3,700 | $463.0K | 0.24% | +3,700 | New |
| Cresset Asset Management, LLC | 3,750 | $469.3K | 0.00% | +3,750 | New |
| Tandem Capital Management Corp | 3,755 | $469.9K | 0.31% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,934 | $492.2K | 0.01% | −790−16.7% | Reduced |
| Capula Management Ltd | 3,980 | $498.1K | 0.06% | +3,980 | New |
| Mariner, LLC | 3,982 | $498.3K | 0.00% | +368+10.2% | Added |
| Commerce Bank | 3,995 | $499.9K | 0.00% | −963−19.4% | Reduced |
| Schnieders Capital Management LLC | 3,998 | $500.3K | 0.10% | 00.0% | Unchanged |
| U S Global Investors Inc | 4,000 | $500.6K | 0.03% | +4,000 | New |
| Prairiewood Capital, LLC | 4,009 | $501.7K | 0.34% | −53−1.3% | Reduced |
| Neuberger Berman Group LLC | 4,052 | $507.1K | 0.00% | −21−0.5% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,461 | $558.3K | 0.42% | −12−0.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,566 | $571.4K | 0.06% | −55−1.2% | Reduced |
| We Are One Seven, LLC | 4,652 | $582.2K | 0.05% | −216−4.4% | Reduced |
| Quantinno Capital Management LP | 4,729 | $592.0K | 0.03% | −17,434−78.7% | Reduced |
| Maryland State Retirement & Pension System | 4,973 | $622.3K | 0.01% | −380−7.1% | Reduced |
| Portside Wealth Group, LLC | 5,007 | $626.6K | 0.12% | +5,007 | New |
| Intech Investment Management LLC | 5,044 | $631.2K | 0.01% | +5,044 | New |
| Tower Research Capital LLC (TRC) | 5,084 | $636.2K | 0.02% | +3,670+259.5% | Added |
| Tredje AP-fonden | 5,211 | $652.1K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 5,250 | $657.0K | 0.34% | −8−0.2% | Reduced |
| Baird Financial Group, Inc. | 5,264 | $658.7K | 0.00% | −398,769−98.7% | Reduced |
| First Citizens Bank & Trust Co | 5,265 | $658.9K | 0.01% | +3,334+172.7% | Added |
| Alliance Wealth Advisors, LLC | 5,344 | $668.7K | 0.25% | +287+5.7% | Added |
| Lumina Fund Management LLC | 5,400 | $676.0K | 0.30% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,464 | $683.8K | 0.00% | −104,273−95.0% | Reduced |
| JGP Wealth Management, LLC | 5,516 | $690.3K | 0.11% | +164+3.1% | Added |
| Cetera Advisor Networks LLC | 5,589 | $699.4K | 0.00% | +326+6.2% | Added |
| Ergoteles LLC | 5,589 | $699.4K | 0.03% | +5,589 | New |
| Parsons Capital Management Inc | 5,618 | $703.0K | 0.05% | +1,120+24.9% | Added |
| Berkeley, Inc | 5,733 | $717.5K | 0.48% | +59+1.0% | Added |
| Hunter Associates Investment Management LLC | 5,777 | $729.0K | 0.14% | +3,403+143.3% | Added |
| Securian Asset Management, Inc | 5,849 | $731.9K | 0.02% | −182−3.0% | Reduced |
| Bokf, NA | 5,862 | $733.6K | 0.01% | −84−1.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,871 | $734.7K | 0.14% | −120−2.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,957 | $745.5K | 0.00% | +5,957 | New |
| North Star Investment Management Corp. | 5,966 | $746.6K | 0.06% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 5,981 | $748.5K | 0.43% | −123−2.0% | Reduced |
| CIBC Private Wealth Group, LLC | 6,182 | $773.6K | 0.00% | +6,182 | New |
| PEAK6 Investments LLC | 6,265 | $784.0K | 0.07% | +6,265 | New |
| Tilia Fiduciary Partners, Inc. | 6,294 | $787.6K | 0.70% | +6,294 | New |
| Fulton Bank, N.A. | 6,347 | $794.3K | 0.04% | +134+2.2% | Added |
| Aviance Capital Partners, LLC | 6,389 | $799.5K | 0.17% | +2,755+75.8% | Added |
| Dana Investment Advisors, Inc. | 6,405 | $801.5K | 0.04% | +5+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 6,494 | $812.7K | 0.01% | +4,159+178.1% | Added |
| Transatlantique Private Wealth LLC | 6,503 | $813.8K | 0.42% | +60+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,509 | $814.0K | 0.00% | +1,015+18.5% | Added |
| Balyasny Asset Management LLC | 6,673 | $835.1K | 0.00% | −14,259−68.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,677 | $835.6K | 0.09% | −245−3.5% | Reduced |
| Western Wealth Management, LLC | 6,699 | $838.4K | 0.07% | +747+12.6% | Added |
| Albion Financial Group | 6,707 | $839.3K | 0.07% | −2,393−26.3% | Reduced |
| Basepoint Wealth LLC | 6,822 | $853.7K | 0.71% | +608+9.8% | Added |
| Virtu Financial LLC | 6,835 | $855.0K | 0.07% | +6,835 | New |
| Truist Financial Corp | 7,019 | $878.4K | 0.00% | −102−1.4% | Reduced |
| Kestra Advisory Services, LLC | 7,211 | $902.4K | 0.01% | −844−10.5% | Reduced |
| MRP Capital Investments, LLC | 7,304 | $914.0K | 0.89% | −1,369−15.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 7,341 | $918.7K | 0.27% | −414−5.3% | Reduced |
| Legacy Bridge, LLC | 7,348 | $919.5K | 0.61% | 00.0% | Unchanged |
| Burney Co | 7,393 | $925.2K | 0.04% | −6,400−46.4% | Reduced |
| Pictet Asset Management SA | 7,408 | $927.0K | 0.00% | −432−5.5% | Reduced |
| Gs Investments, Inc. | 7,471 | $934.9K | 0.51% | −107−1.4% | Reduced |
| Janney Montgomery Scott LLC | 7,520 | $941.0K | 0.00% | −4,906−39.5% | Reduced |
| Seven Eight Capital, LP | 7,520 | $941.1K | 0.16% | +7,520 | New |
| Symmetry Partners, LLC | 7,617 | $953.0K | 0.05% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 7,693 | $962.7K | 0.17% | +5,748+295.5% | Added |
| MML Investors Services, LLC | 7,798 | $976.0K | 0.01% | +364+4.9% | Added |
| Wolverine Trading, LLC | 7,959 | $979.5K | 0.01% | +7,959 | New |
| Venturi Wealth Management, LLC | 7,868 | $984.6K | 0.08% | +415+5.6% | Added |
| Northern Oak Wealth Management Inc | 7,997 | $1.00M | 0.12% | +3,065+62.1% | Added |
| Ashton Thomas Private Wealth, LLC | 8,017 | $1.00M | 0.08% | −854−9.6% | Reduced |
| Public Employees Retirement Association of Colorado | 8,065 | $1.01M | 0.00% | −1,610−16.6% | Reduced |
| GHP Investment Advisors, Inc. | 7,569 | $1.02M | 0.06% | +1,104+17.1% | Added |
| Round Hill Asset Management | 8,116 | $1.02M | 0.63% | +1,032+14.6% | Added |
| State of Alaska, Department of Revenue | 8,137 | $1.02M | 0.01% | −996−10.9% | Reduced |
| Cerity Partners LLC | 8,140 | $1.02M | 0.00% | +357+4.6% | Added |
| Quantitative Investment Management, LLC | 8,236 | $1.03M | 0.10% | +8,236 | New |
| Creative Planning | 8,313 | $1.04M | 0.00% | +831+11.1% | Added |
| Alaethes Wealth LLC | 8,439 | $1.06M | 0.58% | +318+3.9% | Added |