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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 2,487 | $386.5K | 0.01% | +60+2.5% | Added |
| Taurus Asset Management, LLC | 2,500 | $388.5K | 0.05% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,525 | $392.4K | 0.05% | +41+1.7% | Added |
| TFG Advisers LLC | 2,575 | $400.2K | 0.19% | +96+3.9% | Added |
| Cooper Financial Group | 2,643 | $410.8K | 0.10% | +74+2.9% | Added |
| MWA Asset Management | 2,652 | $412.1K | 0.40% | +2,652 | New |
| Martingale Asset Management L P | 2,663 | $413.8K | 0.01% | +2,663 | New |
| Eagle Harbor Asset Management Inc | 2,668 | $414.6K | 0.54% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 2,678 | $416.2K | 0.26% | +1,036+63.1% | Added |
| Kestra Advisory Services, LLC | 2,726 | $423.6K | 0.00% | −4,485−62.2% | Reduced |
| Advisor Partners II, LLC | 2,727 | $423.8K | 0.02% | +297+12.2% | Added |
| Private Advisor Group, LLC | 2,751 | $427.5K | 0.00% | +39+1.4% | Added |
| Cullen/Frost Bankers, Inc. | 2,758 | $428.6K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,778 | $431.7K | 0.07% | +2,778 | New |
| BancorpSouth Bank | 2,844 | $442.0K | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,878 | $447.2K | 0.02% | +2,878 | New |
| Qube Research & Technologies Ltd | 2,927 | $454.9K | 0.00% | +2,927 | New |
| Patten & Patten Inc | 2,957 | $459.5K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,961 | $460.1K | 0.08% | +2,961 | New |
| New Vernon Capital Holdings II LLC | 2,966 | $460.9K | 0.40% | +384+14.9% | Added |
| Greenleaf Trust | 2,988 | $464.3K | 0.01% | +18+0.6% | Added |
| DFPG Investments, LLC | 3,170 | $467.6K | 0.04% | +851+36.7% | Added |
| Renasant Bank | 3,019 | $469.2K | 0.39% | −356−10.5% | Reduced |
| Empirical Finance, LLC | 3,039 | $472.3K | 0.03% | +3,039 | New |
| Westmount Partners, LLC | 3,073 | $477.6K | 0.21% | −3−0.1% | Reduced |
| Qsemble Capital Management, LP | 3,100 | $481.7K | 0.09% | +3,100 | New |
| Alliance Wealth Advisors, LLC | 3,101 | $482.0K | 0.18% | −2,243−42.0% | Reduced |
| TrimTabs Asset Management, LLC | 3,108 | $483.0K | 0.26% | −84−2.6% | Reduced |
| Gallacher Capital Management LLC | 3,115 | $484.1K | 0.30% | +974+45.5% | Added |
| Shelton Capital Management | 3,143 | $488.4K | 0.02% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 3,156 | $490.4K | 0.13% | −72−2.2% | Reduced |
| CSS LLC | 3,200 | $497.3K | 0.04% | +200+6.7% | Added |
| Park Avenue Securities LLC | 3,207 | $498.0K | 0.01% | +3,207 | New |
| RFG Advisory, LLC | 3,213 | $499.3K | 0.02% | +15+0.5% | Added |
| Mount Vernon Associates Inc | 3,225 | $501.0K | 0.55% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 3,252 | $505.3K | 0.07% | +313+10.6% | Added |
| Brighton Jones LLC | 3,268 | $507.9K | 0.03% | −45−1.4% | Reduced |
| Truist Financial Corp | 3,285 | $510.5K | 0.00% | −3,734−53.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,295 | $520.2K | 0.01% | +3,295 | New |
| Teza Capital Management LLC | 3,359 | $522.0K | 0.08% | −254−7.0% | Reduced |
| Burton Enright Welch | 3,372 | $524.0K | 0.16% | −249−6.9% | Reduced |
| Csenge Advisory Group | 3,380 | $525.3K | 0.04% | +3,380 | New |
| Neuberger Berman Group LLC | 3,385 | $526.0K | 0.00% | −667−16.5% | Reduced |
| Winton Group Ltd | 3,413 | $530.4K | 0.04% | +71+2.1% | Added |
| Raymond James Trust N.A. | 3,419 | $531.3K | 0.02% | +126+3.8% | Added |
| Echo Street Capital Management LLC | 3,506 | $544.8K | 0.01% | +3,506 | New |
| Occudo Quantitative Strategies LP | 3,542 | $550.4K | 0.07% | +3,542 | New |
| Elevated Capital Advisors, LLC | 3,575 | $555.6K | 0.19% | −42−1.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,602 | $559.7K | 0.01% | +917+34.2% | Added |
| Impax Asset Management Group plc | 3,619 | $562.4K | 0.00% | −67−1.8% | Reduced |
| Inceptionr LLC | 3,619 | $562.4K | 0.32% | +3,619 | New |
| Cresset Asset Management, LLC | 3,793 | $589.5K | 0.00% | +43+1.1% | Added |
| Intech Investment Management LLC | 3,944 | $612.9K | 0.01% | −1,100−21.8% | Reduced |
| Mariner, LLC | 3,970 | $617.0K | 0.00% | −12−0.3% | Reduced |
| Schnieders Capital Management LLC | 3,998 | $621.3K | 0.14% | 00.0% | Unchanged |
| Rock Creek Group, LP | 4,000 | $621.6K | 0.08% | −16,000−80.0% | Reduced |
| Prairiewood Capital, LLC | 4,009 | $623.0K | 0.40% | 00.0% | Unchanged |
| Commerce Bank | 4,017 | $624.2K | 0.00% | +22+0.6% | Added |
| Stiles Financial Services Inc | 4,136 | $642.7K | 0.33% | +1,702+69.9% | Added |
| Panagora Asset Management Inc | 4,257 | $661.5K | 0.00% | −1,207−22.1% | Reduced |
| CIBC Private Wealth Group, LLC | 4,265 | $662.8K | 0.00% | −1,917−31.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,558 | $708.3K | 0.58% | +97+2.2% | Added |
| Quantinno Capital Management LP | 4,711 | $732.0K | 0.03% | −18−0.4% | Reduced |
| Baird Financial Group, Inc. | 4,937 | $767.2K | 0.00% | −327−6.2% | Reduced |
| Maryland State Retirement & Pension System | 4,973 | $772.8K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,995 | $776.2K | 0.03% | −6,680−57.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 5,100 | $792.5K | 0.07% | −4,400−46.3% | Reduced |
| SEI Investments Co | 5,205 | $808.9K | 0.00% | −7,955−60.4% | Reduced |
| Tredje AP-fonden | 5,211 | $809.8K | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 5,232 | $813.1K | 0.01% | +5,232 | New |
| Eukles Asset Management | 5,302 | $823.9K | 0.44% | +52+1.0% | Added |
| Burney Co | 5,351 | $831.5K | 0.04% | −2,042−27.6% | Reduced |
| MML Investors Services, LLC | 5,369 | $834.0K | 0.00% | −2,429−31.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,369 | $834.3K | 0.00% | −588−9.9% | Reduced |
| Securian Asset Management, Inc | 5,439 | $845.2K | 0.03% | −410−7.0% | Reduced |
| Strategic Investment Advisors | 5,450 | $847.0K | 0.14% | −4,868−47.2% | Reduced |
| Synovus Financial Corp | 5,556 | $863.4K | 0.01% | +2,359+73.8% | Added |
| JGP Wealth Management, LLC | 5,656 | $878.9K | 0.15% | +140+2.5% | Added |
| Berkeley, Inc | 5,743 | $892.4K | 0.61% | +10+0.2% | Added |
| Ironwood Investment Management LLC | 5,778 | $897.9K | 0.55% | −203−3.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,860 | $910.6K | 0.17% | −11−0.2% | Reduced |
| North Star Investment Management Corp. | 5,966 | $927.1K | 0.08% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 6,024 | $936.1K | 0.50% | −479−7.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,050 | $940.2K | 0.01% | −4,847−44.5% | Reduced |
| Aviance Capital Partners, LLC | 6,212 | $965.4K | 0.22% | −177−2.8% | Reduced |
| Fulton Bank, N.A. | 6,289 | $977.3K | 0.05% | −58−0.9% | Reduced |
| Dana Investment Advisors, Inc. | 6,305 | $979.8K | 0.05% | −100−1.6% | Reduced |
| Pathstone Family Office, LLC | 6,377 | $991.0K | 0.01% | +2,965+86.9% | Added |
| Janney Montgomery Scott LLC | 6,616 | $1.03M | 0.00% | −904−12.0% | Reduced |
| Symmetry Partners, LLC | 6,837 | $1.06M | 0.06% | −780−10.2% | Reduced |
| Greatmark Investment Partners, Inc. | 6,899 | $1.07M | 0.19% | +6,899 | New |
| Caxton Associates LP | 6,909 | $1.07M | 0.15% | −9,698−58.4% | Reduced |
| Parsons Capital Management Inc | 6,916 | $1.07M | 0.08% | +1,298+23.1% | Added |
| Western Wealth Management, LLC | 6,926 | $1.08M | 0.09% | +227+3.4% | Added |
| New York Life Investment Management LLC | 7,016 | $1.09M | 0.01% | +3,396+93.8% | Added |
| Tilia Fiduciary Partners, Inc. | 7,162 | $1.11M | 1.16% | +868+13.8% | Added |
| MRP Capital Investments, LLC | 15,861 | $1.12M | 1.24% | +8,557+117.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,270 | $1.13M | 0.01% | +761+11.7% | Added |
| Shulman DeMeo Asset Management LLC | 7,283 | $1.13M | 0.38% | −58−0.8% | Reduced |
| Legacy Bridge, LLC | 7,348 | $1.14M | 0.81% | 00.0% | Unchanged |