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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 441 | $55.2K | 0.00% | +8+1.8% | Added |
| TD Waterhouse Canada Inc. | 427 | $54.1K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 425 | $53.2K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 408 | $51.0K | 0.01% | +314+334.0% | Added |
| Global Retirement Partners, LLC | 389 | $48.7K | 0.00% | +27+7.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 377 | $47.0K | 0.00% | −2,276−85.8% | Reduced |
| Huntington National Bank | 331 | $41.4K | 0.00% | −384−53.7% | Reduced |
| Spire Wealth Management | 329 | $41.2K | 0.00% | −2−0.6% | Reduced |
| Quarry LP | 307 | $38.4K | 0.02% | +30+10.8% | Added |
| Artemis Wealth Advisors, LLC | 305 | $38.2K | 0.01% | +305 | New |
| Harbor Investment Advisory, LLC | 298 | $37.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 289 | $36.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 289 | $36.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 284 | $35.5K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 275 | $34.4K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 265 | $33.2K | 0.00% | −615−69.9% | Reduced |
| Quent Capital, LLC | 234 | $29.3K | 0.00% | +7+3.1% | Added |
| Ronald Blue Trust, Inc. | 232 | $28.0K | 0.00% | −637−73.3% | Reduced |
| Umb Bank N A | 211 | $26.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 200 | $25.0K | 0.00% | +200 | New |
| Front Row Advisors LLC | 184 | $23.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 170 | $21.3K | 0.00% | +32+23.2% | Added |
| Covestor Ltd | 172 | $21.0K | 0.02% | +56+48.3% | Added |
| Desjardins Global Asset Management Inc. | 154 | $19.3K | 0.00% | +3+2.0% | Added |
| Whittier Trust Co of Nevada Inc | 139 | $17.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 118 | $14.8K | 0.00% | −267−69.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 115 | $14.4K | 0.01% | +90+360.0% | Added |
| Bessemer Group Inc | 111 | $14.0K | 0.00% | +53+91.4% | Added |
| Rosenberg Matthew Hamilton | 109 | $13.6K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 102 | $13.0K | 0.00% | −17−14.3% | Reduced |
| 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 |
| Bell Investment Advisors, Inc | 99 | $12.4K | 0.00% | +9+10.0% | Added |
| IFP Advisors, Inc | 240 | $11.0K | 0.00% | +46+23.7% | Added |
| Cassady Schiller Wealth Management, LLC | 83 | $10.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| Farther Finance Advisors, LLC | 79 | $9.89K | 0.00% | +28+54.9% | Added |
| Red Tortoise LLC | 72 | $9.01K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 61 | $8.00K | 0.00% | +61 | New |
| Glassman Wealth Services | 56 | $7.01K | 0.00% | +7+14.3% | Added |
| City State Bank | 55 | $7.00K | 0.00% | +55 | New |
| Sandy Spring Bank | 49 | $6.12K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $6.00K | 0.00% | +50 | New |
| Manchester Capital Management LLC | 43 | $5.38K | 0.00% | +13+43.3% | Added |
| Westside Investment Management, Inc. | 42 | $5.26K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 41 | $5.13K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $5.01K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 38 | $4.76K | 0.00% | +33+660.0% | Added |
| Mechanics Financial Corp | 35 | $4.38K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 35 | $4.00K | 0.00% | −1−2.8% | Reduced |
| Davidson Capital Management Inc. | 31 | $3.88K | 0.00% | +1+3.3% | Added |
| Key Financial Inc | 31 | $3.88K | 0.00% | +31 | New |
| Farmers & Merchants Investments Inc | 30 | $3.75K | 0.00% | −2−6.3% | Reduced |
| First Horizon Advisors, Inc. | 25 | $3.13K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 23 | $2.88K | 0.00% | −3−11.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 23 | $2.88K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $2.25K | 0.00% | −10−35.7% | Reduced |
| Castleview Partners, LLC | 18 | $2.25K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 17 | $2.13K | 0.00% | −438−96.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 15 | $2.00K | 0.00% | −17−53.1% | Reduced |
| Harbour Investments, Inc. | 15 | $1.88K | 0.00% | +9+150.0% | Added |
| Lee Financial Co | 14 | $1.75K | 0.00% | 00.0% | Unchanged |
| 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 |
| Disciplined Investments, LLC | 12 | $1.50K | 0.00% | +5+71.4% | Added |
| Atticus Wealth Management, LLC | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $1.25K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 10 | $1.25K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 5 | $626 | 0.00% | +5 | New |
| 25 LLC | 4 | $520 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $514 | 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 |
| BDO Wealth Advisors, LLC | 3 | $376 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3 | $373 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 125 | $323 | 0.00% | +125 | New |
| True Wealth Design, LLC | 2 | $251 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $251 | 0.00% | +2 | New |
| Institutional & Family Asset Management, LLC | 2 | $250 | 0.00% | +2 | New |
| Northwest Capital Management Inc | 1 | $135 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 1 | $125 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1 | $125 | 0.00% | +1 | New |
| Comerica Bank | 198,470 | $0 | 0.00% | +198,470 | New |
| Confluence Wealth Services, Inc. | 1,778 | – | – | −150−7.8% | Reduced |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −57,100−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −31,853−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −31,089−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −30,149−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −28,660−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −27,252−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −25,223−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −25,128−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −23,284−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −23,128−100.0% | Sold out |