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, Q3 2023
Institutional positions in Williams Sonoma Inc as of Sep 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
- 598
- +17 vs. Q2 2023
- Shares held
- 65.6M
- +998.1K (+1.5%) vs. Q2 2023
- Total value
- $10.2B
- +$2.13B (+26.5%) vs. Q2 2023
- New holders
- 79
- 182 more added
- Sold out
- 62
- 249 more reduced
8 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 1 | $0 | 0.00% | −14−93.3% | Reduced |
| Northwest Capital Management Inc | 1 | $169 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $311 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $466 | 0.00% | −1−25.0% | Reduced |
| Crewe Advisors LLC | 3 | $467 | 0.00% | +1+50.0% | Added |
| Raffa Wealth Management, LLC | 4 | $622 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 4 | $622 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 5 | $626 | 0.00% | +4+400.0% | Added |
| Abound Wealth Management | 4 | $642 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 5 | $777 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 5 | $777 | 0.00% | +5 | New |
| Washington Trust Co | 8 | $1.24K | 0.00% | −2−20.0% | Reduced |
| Toth Financial Advisory Corp | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 10 | $1.55K | 0.00% | +10 | New |
| Atticus Wealth Management, LLC | 10 | $1.60K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 11 | $1.71K | 0.00% | +11 | New |
| Capital Analysts, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Gradient Investments LLC | 13 | $2.02K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 14 | $2.18K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15 | $2.33K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $2.64K | 0.00% | +4+30.8% | Added |
| Versant Capital Management, Inc | 18 | $2.80K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 18 | $2.80K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 18 | $2.80K | 0.00% | −5−21.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 23 | $3.58K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 24 | $3.73K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $4.04K | 0.00% | −4−13.3% | Reduced |
| Key Financial Inc | 31 | $4.82K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 32 | $4.97K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 35 | $5.44K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 38 | $5.94K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 41 | $6.37K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 41 | $6.37K | 0.00% | −2−4.7% | Reduced |
| Westside Investment Management, Inc. | 42 | $6.53K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 46 | $7.15K | 0.00% | +15+48.4% | Added |
| Sandy Spring Bank | 49 | $7.60K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 49 | $7.62K | 0.00% | +9+22.5% | Added |
| Steward Financial Group LLC | 54 | $8.00K | 0.00% | +54 | New |
| Clearstead Advisors, LLC | 52 | $8.08K | 0.00% | +52 | New |
| Advisors Preferred, LLC | 53 | $8.17K | 0.00% | −49−48.0% | Reduced |
| Glassman Wealth Services | 56 | $8.70K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 61 | $9.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 55 | $9.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 55 | $9.00K | 0.00% | +55 | New |
| Red Tortoise LLC | 72 | $11.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 83 | $12.9K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 83 | $12.9K | 0.00% | +83 | New |
| Tradition Wealth Management, LLC | 92 | $14.0K | 0.00% | +92 | New |
| HM Payson & Co | 100 | $15.5K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $15.5K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $15.5K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 109 | $16.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 115 | $17.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 116 | $18.0K | 0.00% | +17+17.2% | Added |
| Desjardins Global Asset Management Inc. | 135 | $21.0K | 0.00% | −19−12.3% | Reduced |
| Farther Finance Advisors, LLC | 135 | $21.0K | 0.00% | +56+70.9% | Added |
| Whittier Trust Co of Nevada Inc | 139 | $21.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 147 | $22.9K | 0.00% | +29+24.6% | Added |
| Bessemer Group Inc | 147 | $23.0K | 0.00% | +36+32.4% | Added |
| Exchange Traded Concepts, LLC | 152 | $23.6K | 0.00% | −1,330−89.7% | Reduced |
| Credit Agricole S A | 160 | $24.9K | 0.00% | −484−75.2% | Reduced |
| Covestor Ltd | 166 | $26.0K | 0.02% | −6−3.5% | Reduced |
| Lindbrook Capital, LLC | 177 | $27.5K | 0.00% | +7+4.1% | Added |
| Front Row Advisors LLC | 184 | $28.6K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 188 | $29.0K | 0.00% | +106+129.3% | Added |
| Leonteq Securities AG | 196 | $30.5K | 0.00% | +179+1,052.9% | Added |
| Rogco, LP | 196 | $30.5K | 0.02% | +196 | New |
| Bogart Wealth, LLC | 200 | $31.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 203 | $31.6K | 0.00% | −37−15.4% | Reduced |
| Denali Advisors LLC | 205 | $31.9K | 0.01% | +205 | New |
| Umb Bank N A | 211 | $32.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 229 | $35.6K | 0.02% | −78−25.4% | Reduced |
| First Horizon Advisors, Inc. | 230 | $35.7K | 0.00% | +205+820.0% | Added |
| Quent Capital, LLC | 234 | $36.4K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 322 | $40.0K | 0.00% | +90+38.8% | Added |
| Anchor Investment Management, LLC | 265 | $41.2K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 275 | $42.7K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 284 | $44.1K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 289 | $44.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 289 | $45.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 298 | $46.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 316 | $49.1K | 0.00% | −15−4.5% | Reduced |
| Larson Financial Group LLC | 329 | $51.1K | 0.01% | +329 | New |
| Asset Dedication, LLC | 400 | $62.0K | 0.01% | +350+700.0% | Added |
| DT Investment Partners, LLC | 400 | $62.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 408 | $63.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 407 | $63.0K | 0.00% | +30+8.0% | Added |
| NVWM, LLC | 425 | $66.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 462 | $71.8K | 0.02% | −16−3.3% | Reduced |
| AdvisorNet Financial, Inc | 468 | $72.8K | 0.01% | −88−15.8% | Reduced |
| Atlantic Trust, LLC | 469 | $72.9K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 471 | $73.2K | 0.00% | +2+0.4% | Added |
| FinTrust Capital Advisors, LLC | 476 | $74.0K | 0.02% | +476 | New |
| Banque Cantonale Vaudoise | 550 | $85.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 547 | $85.0K | 0.01% | −172−23.9% | Reduced |
| Fifth Third Bancorp | 558 | $86.7K | 0.00% | +117+26.5% | Added |
| Focused Wealth Management, Inc | 600 | $93.2K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 627 | $95.1K | 0.00% | +238+61.2% | Added |