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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.

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.

Institutional holdersQ3 2023: 598 institutions
Q1 2021: 560 institutionsQ2 2021: 577 institutionsQ3 2021: 599 institutionsQ4 2021: 651 institutionsQ1 2022: 622 institutionsQ2 2022: 613 institutionsQ3 2022: 617 institutionsQ4 2022: 617 institutionsQ1 2023: 609 institutionsQ2 2023: 589 institutionsQ3 2023: 598 institutionsQ4 2023: 679 institutionsQ1 2024: 808 institutionsQ2 2024: 822 institutionsQ3 2024: 830 institutionsQ4 2024: 898 institutionsQ1 2025: 902 institutionsQ2 2025: 917 institutionsQ3 2025: 943 institutionsQ4 2025: 948 institutionsQ1 2026: 932 institutionsQ2 2026: 1,006 institutions
Value heldQ3 2023: $10.2B
Q1 2021: $12.7BQ2 2021: $11.2BQ3 2021: $12.4BQ4 2021: $12.0BQ1 2022: $10.0BQ2 2022: $7.78BQ3 2022: $7.91BQ4 2022: $7.71BQ1 2023: $8.03BQ2 2023: $8.06BQ3 2023: $10.2BQ4 2023: $12.7BQ1 2024: $19.7BQ2 2024: $17.4BQ3 2024: $19.0BQ4 2024: $21.7BQ1 2025: $18.2BQ2 2025: $18.7BQ3 2025: $22.0BQ4 2025: $20.3BQ1 2026: $20.4BQ2 2026: $26.4B
Institutions holding WSM and their total value by quarter
QuarterHoldersValue
Q2 20261,006$26.4B
Q1 2026932$20.4B
Q4 2025948$20.3B
Q3 2025943$22.0B
Q2 2025917$18.7B
Q1 2025902$18.2B
Q4 2024898$21.7B
Q3 2024830$19.0B
Q2 2024822$17.4B
Q1 2024808$19.7B
Q4 2023679$12.7B
Q3 2023598$10.2B
Q2 2023589$8.06B
Q1 2023609$8.03B
Q4 2022617$7.71B
Q3 2022617$7.91B
Q2 2022613$7.78B
Q1 2022622$10.0B
Q4 2021651$12.0B
Q3 2021599$12.4B
Q2 2021577$11.2B
Q1 2021560$12.7B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q2 2023.

Institutions holding WSM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Cetera Investment Advisers2,454$381.3K0.00%+692+39.3%Added
MainStreet Investment Advisors LLC2,451$380.9K0.04%+27+1.1%Added
Great Lakes Advisors, LLC2,433$378.1K0.00%+2,433New
Tower Research Capital LLC (TRC)2,399$372.8K0.01%−2,685−52.8%Reduced
Resources Investment Advisors, LLC.2,398$372.6K0.01%+110+4.8%Added
MAI Capital Management2,390$371.5K0.01%−251−9.5%Reduced
SkyView Investment Advisors, LLC2,382$370.0K0.15%+77+3.3%Added
Naples Global Advisors, LLC2,254$350.3K0.04%00.0%Unchanged
Hantz Financial Services, Inc.2,229$346.0K0.01%−86,133−97.5%Reduced
Lindenwold Advisors2,224$345.6K0.22%−1,432−39.2%Reduced
Mount Yale Investment Advisors, LLC2,183$339.2K0.04%−4,494−67.3%Reduced
Choate Investment Advisors2,183$339.2K0.01%+2,183New
Signaturefd, LLC2,152$334.4K0.01%+149+7.4%Added
Cutler Group LP2,154$334.0K0.05%+1,536+248.5%Added
SkyOak Wealth, LLC2,145$333.3K0.10%−33−1.5%Reduced
Center For Asset Management LLC2,133$331.4K0.33%−113−5.0%Reduced
KB Financial Partners, LLC2,129$331.0K0.09%+14+0.7%Added
Massmutual Trust Co FSB2,129$330.8K0.01%+6+0.3%Added
Brown Advisory Inc2,110$327.9K0.00%00.0%Unchanged
Oxbow Advisors, LLC2,101$326.5K0.05%−12,500−85.6%Reduced
McBroom & Associates, LLC2,091$324.9K0.26%−10.0%Reduced
Stratos Wealth Partners, LTD.2,060$320.1K0.01%+2,060New
Wendell David Associates Inc2,000$311.0K0.04%00.0%Unchanged
Northstar Asset Management LLC2,000$310.8K0.09%00.0%Unchanged
Central Trust Co1,975$306.9K0.01%+40+2.1%Added
Parallel Advisors, LLC1,940$301.6K0.01%+141+7.8%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,933$300.5K0.01%−75−3.7%Reduced
Bryn Mawr Trust Co1,902$295.6K0.01%−200−9.5%Reduced
AMG National Trust Bank1,900$295.3K0.01%00.0%Unchanged
First Citizens Bank & Trust Co1,875$291.4K0.01%−3,390−64.4%Reduced
CIBC Asset Management Inc1,865$289.8K0.00%−3−0.2%Reduced
Darwin Advisors, LLC1,849$287.3K0.08%+58+3.2%Added
Two Sigma Securities, LLC1,837$285.5K0.01%−1,754−48.8%Reduced
Absher Wealth Management, LLC1,818$282.5K0.05%−9−0.5%Reduced
Lloyd Advisory Services, LLC.1,804$280.3K0.09%+1,804New
Norden Group LLC1,804$280.3K0.09%+1,804New
Vaughan David Investments LLC1,800$280.0K0.01%00.0%Unchanged
Envestnet Portfolio Solutions, Inc.1,800$279.7K0.00%+1,800New
Alpha Omega Wealth Management LLC1,783$277.1K0.05%−257−12.6%Reduced
AE Wealth Management LLC1,771$275.3K0.00%+1,771New
Checchi Capital Advisers, LLC1,769$274.9K0.03%+1,769New
Profund Advisors LLC1,736$269.8K0.01%−282−14.0%Reduced
Ci Investments Inc.1,730$269.0K0.00%+32+1.9%Added
Quantamental Technologies LLC1,729$268.7K0.25%+1,729New
Prime Capital Investment Advisors, LLC1,729$268.6K0.01%+1,729New
Ballentine Partners, LLC1,716$266.7K0.01%+1,716New
Valeo Financial Advisors, LLC1,715$266.6K0.01%−197−10.3%Reduced
Daiwa Securities Group Inc.1,710$266.0K0.00%00.0%Unchanged
Institute for Wealth Management, LLC.1,705$265.0K0.05%−112−6.2%Reduced
D.A. Davidson & Co.1,692$262.9K0.00%+228+15.6%Added
We Are One Seven, LLC1,686$262.0K0.02%−2,966−63.8%Reduced
Smithbridge Asset Management Inc1,660$258.0K0.06%−400−19.4%Reduced
TD Waterhouse Canada Inc.1,655$255.4K0.00%+1,228+287.6%Added
Confluence Wealth Services, Inc.1,618$251.4K0.05%−160−9.0%Reduced
PFG Investments, LLC1,603$249.2K0.05%+1,603New
Glenview Trust Co1,571$244.1K0.01%−420−21.1%Reduced
Jeppson Wealth Management, LLC1,571$244.1K0.11%+1,571New
Avantax Advisory Services, Inc.1,538$239.1K0.00%+1,538New
Ethic Inc.1,514$235.3K0.01%+1,514New
Ignite Planners, LLC1,550$234.2K0.07%+1,550New
Gateway Wealth Partners, LLC1,500$233.1K0.04%+1,500New
Brown Brothers Harriman & Co1,477$229.5K0.00%00.0%Unchanged
Cetera Advisors LLC1,466$227.8K0.00%+1,466New
Greenwood Capital Associates LLC1,455$226.1K0.03%+1,455New
Atria Wealth Solutions, Inc.1,439$223.6K0.00%−2,495−63.4%Reduced
Keybank National Association1,415$219.9K0.00%+1,415New
Lido Advisors, LLC1,411$219.2K0.00%+1,411New
Evergreen Capital Management LLC1,406$218.5K0.01%+1,406New
Occidental Asset Management, LLC1,406$218.5K0.05%+1,406New
Northwestern Mutual Wealth Management Co1,406$218.5K0.00%−109−7.2%Reduced
Jump Financial, LLC1,389$215.8K0.01%−18,908−93.2%Reduced
Brown Capital Management LLC1,376$213.8K0.00%+1,376New
Seven Mile Advisory1,367$212.4K0.22%+1,367New
Gateway Investment Advisers LLC1,365$212.1K0.00%+1,365New
Wallace Advisory Group, LLC1,666$208.5K0.15%−58−3.4%Reduced
Stock Yards Bank & Trust Co1,330$206.7K0.01%−2,116−61.4%Reduced
Motley Fool Asset Management LLC1,320$205.1K0.02%+1,320New
Ascent Group, LLC1,390$205.1K0.02%+1,390New
Plimoth Trust Co LLC1,310$203.6K0.06%+1,310New
National Asset Management, Inc.1,309$203.5K0.01%+1,309New
BTC Capital Management, Inc.1,290$200.5K0.02%+1,290New
Centennial Bank1,255$195.0K0.13%00.0%Unchanged
Quadrant Capital Group LLC1,191$185.1K0.02%+630+112.3%Added
KBC Group NV1,067$166.0K0.00%+1,067New
Impact Partnership Wealth, LLC1,040$161.6K0.05%+1,039+103,900.0%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,016$157.9K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO1,000$155.4K0.08%+1,000New
Bangor Savings Bank996$154.8K0.02%−50−4.8%Reduced
SG Americas Securities, LLC987$153.0K0.00%+987New
Geneos Wealth Management Inc.916$142.3K0.01%00.0%Unchanged
Spire Wealth Management906$140.8K0.01%+577+175.4%Added
Pflug Koory, LLC867$134.7K0.08%−320−27.0%Reduced
Proequities, Inc.834$129.6K0.01%−213−20.3%Reduced
GWM Advisors LLC827$128.5K0.00%+12+1.5%Added
Colonial Trust Co785$122.0K0.03%00.0%Unchanged
Private Trust Co NA753$117.0K0.02%00.0%Unchanged
Pinnacle Bancorp, Inc.720$111.9K0.04%00.0%Unchanged
Baker Avenue Asset Management, LP646$100.4K0.01%00.0%Unchanged
Global Retirement Partners, LLC627$95.1K0.00%+238+61.2%Added
Focused Wealth Management, Inc600$93.2K0.02%00.0%Unchanged