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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 7,270 | $1.13M | 0.01% | +761+11.7% | Added |
| MRP Capital Investments, LLC | 15,861 | $1.12M | 1.24% | +8,557+117.2% | Added |
| Tilia Fiduciary Partners, Inc. | 7,162 | $1.11M | 1.16% | +868+13.8% | Added |
| New York Life Investment Management LLC | 7,016 | $1.09M | 0.01% | +3,396+93.8% | Added |
| Western Wealth Management, LLC | 6,926 | $1.08M | 0.09% | +227+3.4% | Added |
| Parsons Capital Management Inc | 6,916 | $1.07M | 0.08% | +1,298+23.1% | Added |
| Caxton Associates LP | 6,909 | $1.07M | 0.15% | −9,698−58.4% | Reduced |
| Greatmark Investment Partners, Inc. | 6,899 | $1.07M | 0.19% | +6,899 | New |
| Symmetry Partners, LLC | 6,837 | $1.06M | 0.06% | −780−10.2% | Reduced |
| Janney Montgomery Scott LLC | 6,616 | $1.03M | 0.00% | −904−12.0% | Reduced |
| Pathstone Family Office, LLC | 6,377 | $991.0K | 0.01% | +2,965+86.9% | Added |
| Dana Investment Advisors, Inc. | 6,305 | $979.8K | 0.05% | −100−1.6% | Reduced |
| Fulton Bank, N.A. | 6,289 | $977.3K | 0.05% | −58−0.9% | Reduced |
| Aviance Capital Partners, LLC | 6,212 | $965.4K | 0.22% | −177−2.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,050 | $940.2K | 0.01% | −4,847−44.5% | Reduced |
| Transatlantique Private Wealth LLC | 6,024 | $936.1K | 0.50% | −479−7.4% | Reduced |
| North Star Investment Management Corp. | 5,966 | $927.1K | 0.08% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,860 | $910.6K | 0.17% | −11−0.2% | Reduced |
| Ironwood Investment Management LLC | 5,778 | $897.9K | 0.55% | −203−3.4% | Reduced |
| Berkeley, Inc | 5,743 | $892.4K | 0.61% | +10+0.2% | Added |
| JGP Wealth Management, LLC | 5,656 | $878.9K | 0.15% | +140+2.5% | Added |
| Synovus Financial Corp | 5,556 | $863.4K | 0.01% | +2,359+73.8% | Added |
| Strategic Investment Advisors | 5,450 | $847.0K | 0.14% | −4,868−47.2% | Reduced |
| Securian Asset Management, Inc | 5,439 | $845.2K | 0.03% | −410−7.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,369 | $834.3K | 0.00% | −588−9.9% | Reduced |
| MML Investors Services, LLC | 5,369 | $834.0K | 0.00% | −2,429−31.1% | Reduced |
| Burney Co | 5,351 | $831.5K | 0.04% | −2,042−27.6% | Reduced |
| Eukles Asset Management | 5,302 | $823.9K | 0.44% | +52+1.0% | Added |
| QRG Capital Management, Inc. | 5,232 | $813.1K | 0.01% | +5,232 | New |
| Tredje AP-fonden | 5,211 | $809.8K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 5,205 | $808.9K | 0.00% | −7,955−60.4% | Reduced |
| Mogy Joel R Investment Counsel Inc | 5,100 | $792.5K | 0.07% | −4,400−46.3% | Reduced |
| Group One Trading, L.P. | 4,995 | $776.2K | 0.03% | −6,680−57.2% | Reduced |
| Maryland State Retirement & Pension System | 4,973 | $772.8K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 4,937 | $767.2K | 0.00% | −327−6.2% | Reduced |
| Quantinno Capital Management LP | 4,711 | $732.0K | 0.03% | −18−0.4% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,558 | $708.3K | 0.58% | +97+2.2% | Added |
| CIBC Private Wealth Group, LLC | 4,265 | $662.8K | 0.00% | −1,917−31.0% | Reduced |
| Panagora Asset Management Inc | 4,257 | $661.5K | 0.00% | −1,207−22.1% | Reduced |
| Stiles Financial Services Inc | 4,136 | $642.7K | 0.33% | +1,702+69.9% | Added |
| Commerce Bank | 4,017 | $624.2K | 0.00% | +22+0.6% | Added |
| Prairiewood Capital, LLC | 4,009 | $623.0K | 0.40% | 00.0% | Unchanged |
| Rock Creek Group, LP | 4,000 | $621.6K | 0.08% | −16,000−80.0% | Reduced |
| Schnieders Capital Management LLC | 3,998 | $621.3K | 0.14% | 00.0% | Unchanged |
| Mariner, LLC | 3,970 | $617.0K | 0.00% | −12−0.3% | Reduced |
| Intech Investment Management LLC | 3,944 | $612.9K | 0.01% | −1,100−21.8% | Reduced |
| Cresset Asset Management, LLC | 3,793 | $589.5K | 0.00% | +43+1.1% | 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 |
| Steward Partners Investment Advisory, LLC | 3,602 | $559.7K | 0.01% | +917+34.2% | Added |
| Elevated Capital Advisors, LLC | 3,575 | $555.6K | 0.19% | −42−1.2% | Reduced |
| Occudo Quantitative Strategies LP | 3,542 | $550.4K | 0.07% | +3,542 | New |
| Echo Street Capital Management LLC | 3,506 | $544.8K | 0.01% | +3,506 | New |
| Raymond James Trust N.A. | 3,419 | $531.3K | 0.02% | +126+3.8% | Added |
| Winton Group Ltd | 3,413 | $530.4K | 0.04% | +71+2.1% | Added |
| Neuberger Berman Group LLC | 3,385 | $526.0K | 0.00% | −667−16.5% | Reduced |
| Csenge Advisory Group | 3,380 | $525.3K | 0.04% | +3,380 | New |
| Burton Enright Welch | 3,372 | $524.0K | 0.16% | −249−6.9% | Reduced |
| Teza Capital Management LLC | 3,359 | $522.0K | 0.08% | −254−7.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,295 | $520.2K | 0.01% | +3,295 | New |
| Truist Financial Corp | 3,285 | $510.5K | 0.00% | −3,734−53.2% | Reduced |
| Brighton Jones LLC | 3,268 | $507.9K | 0.03% | −45−1.4% | Reduced |
| FourThought Financial Partners, LLC | 3,252 | $505.3K | 0.07% | +313+10.6% | Added |
| Mount Vernon Associates Inc | 3,225 | $501.0K | 0.55% | 00.0% | Unchanged |
| RFG Advisory, LLC | 3,213 | $499.3K | 0.02% | +15+0.5% | Added |
| Park Avenue Securities LLC | 3,207 | $498.0K | 0.01% | +3,207 | New |
| CSS LLC | 3,200 | $497.3K | 0.04% | +200+6.7% | Added |
| AdvisorShares Investments LLC | 3,156 | $490.4K | 0.13% | −72−2.2% | Reduced |
| Shelton Capital Management | 3,143 | $488.4K | 0.02% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 3,115 | $484.1K | 0.30% | +974+45.5% | Added |
| TrimTabs Asset Management, LLC | 3,108 | $483.0K | 0.26% | −84−2.6% | Reduced |
| Alliance Wealth Advisors, LLC | 3,101 | $482.0K | 0.18% | −2,243−42.0% | Reduced |
| Qsemble Capital Management, LP | 3,100 | $481.7K | 0.09% | +3,100 | New |
| Westmount Partners, LLC | 3,073 | $477.6K | 0.21% | −3−0.1% | Reduced |
| Empirical Finance, LLC | 3,039 | $472.3K | 0.03% | +3,039 | New |
| Renasant Bank | 3,019 | $469.2K | 0.39% | −356−10.5% | Reduced |
| DFPG Investments, LLC | 3,170 | $467.6K | 0.04% | +851+36.7% | Added |
| Greenleaf Trust | 2,988 | $464.3K | 0.01% | +18+0.6% | Added |
| New Vernon Capital Holdings II LLC | 2,966 | $460.9K | 0.40% | +384+14.9% | Added |
| Atlas Capital Advisors LLC | 2,961 | $460.1K | 0.08% | +2,961 | New |
| Patten & Patten Inc | 2,957 | $459.5K | 0.04% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 2,927 | $454.9K | 0.00% | +2,927 | New |
| Prospera Financial Services Inc | 2,878 | $447.2K | 0.02% | +2,878 | New |
| BancorpSouth Bank | 2,844 | $442.0K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,778 | $431.7K | 0.07% | +2,778 | New |
| Cullen/Frost Bankers, Inc. | 2,758 | $428.6K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,751 | $427.5K | 0.00% | +39+1.4% | Added |
| Advisor Partners II, LLC | 2,727 | $423.8K | 0.02% | +297+12.2% | Added |
| Kestra Advisory Services, LLC | 2,726 | $423.6K | 0.00% | −4,485−62.2% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,678 | $416.2K | 0.26% | +1,036+63.1% | Added |
| Eagle Harbor Asset Management Inc | 2,668 | $414.6K | 0.54% | 00.0% | Unchanged |
| Martingale Asset Management L P | 2,663 | $413.8K | 0.01% | +2,663 | New |
| MWA Asset Management | 2,652 | $412.1K | 0.40% | +2,652 | New |
| Cooper Financial Group | 2,643 | $410.8K | 0.10% | +74+2.9% | Added |
| TFG Advisers LLC | 2,575 | $400.2K | 0.19% | +96+3.9% | Added |
| Hilltop Holdings Inc. | 2,525 | $392.4K | 0.05% | +41+1.7% | Added |
| Taurus Asset Management, LLC | 2,500 | $388.5K | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 2,487 | $386.5K | 0.01% | +60+2.5% | Added |
| Paragon Capital Management Ltd | 2,469 | $383.8K | 0.09% | −88−3.4% | Reduced |
| Scotia Capital Inc. | 2,456 | $381.7K | 0.00% | −9−0.4% | Reduced |