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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.

Q3 2023 vs. Q2 2023

How the institutions holding Williams Sonoma Inc changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of WSM: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders5898598+17
Shares64.6M50.5K65.6M+998.1K (+1.5%)
Value$8.06B$6.32M$10.2B+$2.13B (+26.5%)

8 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (79)

Institutions that held Williams Sonoma Inc at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to WSM in Q3 2023
InstitutionSharesValue% of portfolio
Leonard Green & Partners, L.P.3,212,015$499.1M10.25%
Vident Advisory, LLC81,029$12.6M0.39%
Cartenna Capital, LP55,000$8.55M1.25%
Radnor Capital Management, LLC29,071$4.52M0.90%
Kensington Investment Counsel, LLC28,594$4.44M2.76%
Hudson Bay Capital Management LP26,398$4.10M0.04%
Abn Amro Investment Solutions25,975$4.04M0.08%
First Republic Investment Management, Inc.25,105$3.90M0.01%
Maverick Capital LtdSuperinvestorMaverick Capital21,664$3.37M0.08%
Walleye Capital LLC17,548$2.73M0.04%
Simplex Trading, LLC17,194$2.67M0.10%
Woodline Partners LP14,685$2.28M0.03%
Aviva PLC10,882$1.69M0.01%
Parallax Volatility Advisers, L.P.10,192$1.58M0.06%
Pictet Asset Management Holding SA7,408$1.15M0.00%
Greatmark Investment Partners, Inc.6,899$1.07M0.19%
QRG Capital Management, Inc.5,232$813.1K0.01%
Inceptionr LLC3,619$562.4K0.32%
Occudo Quantitative Strategies LP3,542$550.4K0.07%
Echo Street Capital Management LLC3,506$544.8K0.01%
Csenge Advisory Group3,380$525.3K0.04%
Banco Bilbao Vizcaya Argentaria, S.A.3,295$520.2K0.01%
Park Avenue Securities LLC3,207$498.0K0.01%
Qsemble Capital Management, LP3,100$481.7K0.09%
Empirical Finance, LLC3,039$472.3K0.03%
Atlas Capital Advisors LLC2,961$460.1K0.08%
Qube Research & Technologies Ltd2,927$454.9K0.00%
Prospera Financial Services Inc2,878$447.2K0.02%
XTX Topco Ltd2,778$431.7K0.07%
Martingale Asset Management L P2,663$413.8K0.01%
MWA Asset Management2,652$412.1K0.40%
Great Lakes Advisors, LLC2,433$378.1K0.00%
Choate Investment Advisors2,183$339.2K0.01%
Stratos Wealth Partners, LTD.2,060$320.1K0.01%
Lloyd Advisory Services, LLC.1,804$280.3K0.09%
Norden Group LLC1,804$280.3K0.09%
Envestnet Portfolio Solutions, Inc.1,800$279.7K0.00%
AE Wealth Management LLC1,771$275.3K0.00%
Checchi Capital Advisers, LLC1,769$274.9K0.03%
Quantamental Technologies LLC1,729$268.7K0.25%
Prime Capital Investment Advisors, LLC1,729$268.6K0.01%
Ballentine Partners, LLC1,716$266.7K0.01%
PFG Investments, LLC1,603$249.2K0.05%
Jeppson Wealth Management, LLC1,571$244.1K0.11%
Avantax Advisory Services, Inc.1,538$239.1K0.00%
Ethic Inc.1,514$235.3K0.01%
Ignite Planners, LLC1,550$234.2K0.07%
Gateway Wealth Partners, LLC1,500$233.1K0.04%
Cetera Advisors LLC1,466$227.8K0.00%
Greenwood Capital Associates LLC1,455$226.1K0.03%
Keybank National Association1,415$219.9K0.00%
Lido Advisors, LLC1,411$219.2K0.00%
Evergreen Capital Management LLC1,406$218.5K0.01%
Occidental Asset Management, LLC1,406$218.5K0.05%
Brown Capital Management LLC1,376$213.8K0.00%
Seven Mile Advisory1,367$212.4K0.22%
Gateway Investment Advisers LLC1,365$212.1K0.00%
Motley Fool Asset Management LLC1,320$205.1K0.02%
Ascent Group, LLC1,390$205.1K0.02%
Plimoth Trust Co LLC1,310$203.6K0.06%
National Asset Management, Inc.1,309$203.5K0.01%
BTC Capital Management, Inc.1,290$200.5K0.02%
KBC Group NV1,067$166.0K0.00%
Indiana Trust & Investment Management CO1,000$155.4K0.08%
SG Americas Securities, LLC987$153.0K0.00%
FinTrust Capital Advisors, LLC476$74.0K0.02%
Larson Financial Group LLC329$51.1K0.01%
Denali Advisors LLC205$31.9K0.01%
Rogco, LP196$30.5K0.02%
Tradition Wealth Management, LLC92$14.0K0.00%
Householder Group Estate & Retirement Specialist, LLC83$12.9K0.00%
GW&K Investment Management, LLC55$9.00K0.00%
Clearstead Advisors, LLC52$8.08K0.00%
Steward Financial Group LLC54$8.00K0.00%
Capital Analysts, LLC10$2.00K0.00%
Providence Capital Advisors, LLC11$1.71K0.00%
Stonebridge Capital Advisors LLC10$1.55K0.00%
Iron Horse Wealth Management, LLC5$7770.00%
Macroview Investment Management LLC4$6220.00%

Sold out (62)

Institutions that held Williams Sonoma Inc at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of WSM in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Point72 Asset Management, L.P.461,675$57.8M
Renaissance Technologies LLC251,700$31.5M
Vident Investment Advisory, LLC87,862$11.0M
Woodson Capital Management, LP80,000$10.0M
HRT Financial LP33,770$4.22M
Jupiter Asset Management Ltd20,830$2.61M
Hussman Strategic Advisors, Inc.20,800$2.60M
Y-Intercept (Hong Kong) Ltd20,736$2.59M
Asio Capital, LLC17,595$2.20M
ExodusPoint Capital Management, LP17,071$2.14M
Vontobel Holding Ltd.14,951$1.87M
Centiva Capital, LP13,438$1.68M
Strategic Global Advisors, LLC12,765$1.60M
San Luis Wealth Advisors LLC11,987$1.50M
PDT Partners, LLC11,955$1.50M
Dark Forest Capital Management LP8,620$1.08M
Duality Advisers, LP8,592$1.08M
Quantbot Technologies LP8,576$1.07M
Cipher Capital LP8,527$1.07M
Alaethes Wealth LLC8,439$1.06M
Quantitative Investment Management, LLC8,236$1.03M
Campbell & CO Investment Adviser LLC7,693$962.7K
Schonfeld Strategic Advisors LLC6,494$812.7K
PEAK6 Investments LLC6,265$784.0K
Ergoteles LLC5,589$699.4K
Lumina Fund Management LLC5,400$676.0K
Portside Wealth Group, LLC5,007$626.6K
Baker Tilly Wealth Management, LLC4,566$571.4K
U S Global Investors Inc4,000$500.6K
Capula Management Ltd3,980$498.1K
Tandem Capital Management Corp3,755$469.9K
Sherbrooke Park Advisers LLC3,700$463.0K
Edgestream Partners, L.P.3,363$420.8K
Nebula Research & Development LLC2,748$343.9K
Keebeck Alpha, LP2,661$333.0K
Veritable, L.P.2,399$300.2K
ISAM Funds (UK) Ltd2,373$297.0K
Change Path, LLC2,356$295.0K
Covenant Partners, LLC2,287$286.2K
Camelot Portfolios, LLC2,203$275.7K
Exencial Wealth Advisors, LLC2,195$274.6K
Legacy Wealth Asset Management, LLC2,094$262.0K
AIA Group Ltd1,925$240.9K
Argonautica Private Wealth Management, Inc1,917$239.9K
Oak Thistle LLC1,900$237.8K
Intrust Bank NA1,897$237.4K
Fox Run Management, L.L.C.1,843$230.6K
Bank of Nova Scotia1,782$223.1K
Verition Fund Management LLC1,777$222.4K
Pearl River Capital, LLC1,757$219.9K
Segall Bryant & Hamill, LLC1,609$201.4K
Mutual Advisors, LLC1,604$200.7K
LFA - Lugano Financial Advisors SA1,521$190.3K
DuPont Capital Management Corp1,084$135.7K
Park Place Capital Corp697$87.2K
Ridgewood Investments LLC488$61.1K
Artemis Wealth Advisors, LLC305$38.2K
Disciplined Investments, LLC12$1.50K
25 LLC4$520
Horizon Investments, LLC3$373
Sofos Investments, Inc.125$323
Institutional & Family Asset Management, LLC2$250

Not filed for Q3 2023 yet (8)

Institutions that held Williams Sonoma Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSM in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Bell & Brown Wealth Advisors, LLC21,330$2.67M
EA Series Trust10,476$1.31M
Signature Wealth Management Group9,856$1.23M
Pictet Asset Management SA7,408$927.0K
BerganKDV Wealth Management, LLC786$98.4K
Kistler-Tiffany Companies, LLC675$84.4K
Vigilant Capital Management, LLC11$1.00K
BDO Wealth Advisors, LLC3$376