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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 558 | $86.7K | 0.00% | +117+26.5% | Added |
| EverSource Wealth Advisors, LLC | 547 | $85.0K | 0.01% | −172−23.9% | Reduced |
| Banque Cantonale Vaudoise | 550 | $85.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 476 | $74.0K | 0.02% | +476 | New |
| Whittier Trust Co | 471 | $73.2K | 0.00% | +2+0.4% | Added |
| Atlantic Trust, LLC | 469 | $72.9K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 468 | $72.8K | 0.01% | −88−15.8% | Reduced |
| JJJ Advisors Inc. | 462 | $71.8K | 0.02% | −16−3.3% | Reduced |
| NVWM, LLC | 425 | $66.0K | 0.02% | 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 |
| DT Investment Partners, LLC | 400 | $62.2K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 400 | $62.0K | 0.01% | +350+700.0% | Added |
| Larson Financial Group LLC | 329 | $51.1K | 0.01% | +329 | New |
| Huntington National Bank | 316 | $49.1K | 0.00% | −15−4.5% | Reduced |
| Harbor Investment Advisory, LLC | 298 | $46.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 289 | $45.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 289 | $44.9K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 284 | $44.1K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 275 | $42.7K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 265 | $41.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 322 | $40.0K | 0.00% | +90+38.8% | Added |
| Quent Capital, LLC | 234 | $36.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 230 | $35.7K | 0.00% | +205+820.0% | Added |
| Quarry LP | 229 | $35.6K | 0.02% | −78−25.4% | Reduced |
| Umb Bank N A | 211 | $32.8K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 205 | $31.9K | 0.01% | +205 | New |
| IFP Advisors, Inc | 203 | $31.6K | 0.00% | −37−15.4% | Reduced |
| Bogart Wealth, LLC | 200 | $31.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 196 | $30.5K | 0.00% | +179+1,052.9% | Added |
| Rogco, LP | 196 | $30.5K | 0.02% | +196 | New |
| Loomis Sayles & Co L P | 188 | $29.0K | 0.00% | +106+129.3% | Added |
| Front Row Advisors LLC | 184 | $28.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 177 | $27.5K | 0.00% | +7+4.1% | Added |
| Covestor Ltd | 166 | $26.0K | 0.02% | −6−3.5% | Reduced |
| Credit Agricole S A | 160 | $24.9K | 0.00% | −484−75.2% | Reduced |
| Exchange Traded Concepts, LLC | 152 | $23.6K | 0.00% | −1,330−89.7% | Reduced |
| Bessemer Group Inc | 147 | $23.0K | 0.00% | +36+32.4% | Added |
| Allworth Financial LP | 147 | $22.9K | 0.00% | +29+24.6% | Added |
| Whittier Trust Co of Nevada Inc | 139 | $21.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bell Investment Advisors, Inc | 116 | $18.0K | 0.00% | +17+17.2% | Added |
| Newbridge Financial Services Group, Inc. | 115 | $17.9K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 109 | $16.9K | 0.01% | 00.0% | Unchanged |
| 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 |
| Tradition Wealth Management, LLC | 92 | $14.0K | 0.00% | +92 | New |
| 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 |
| Smithfield Trust Co | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 72 | $11.2K | 0.01% | 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 |
| Glassman Wealth Services | 56 | $8.70K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 53 | $8.17K | 0.00% | −49−48.0% | Reduced |
| Clearstead Advisors, LLC | 52 | $8.08K | 0.00% | +52 | New |
| Steward Financial Group LLC | 54 | $8.00K | 0.00% | +54 | New |
| JFS Wealth Advisors, LLC | 49 | $7.62K | 0.00% | +9+22.5% | Added |
| Sandy Spring Bank | 49 | $7.60K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 46 | $7.15K | 0.00% | +15+48.4% | Added |
| Westside Investment Management, Inc. | 42 | $6.53K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 41 | $6.37K | 0.00% | −2−4.7% | Reduced |
| Earnest Partners LLC | 41 | $6.37K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 38 | $5.94K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 35 | $5.44K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 32 | $4.97K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 31 | $4.82K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $4.04K | 0.00% | −4−13.3% | Reduced |
| Copeland Capital Management, LLC | 24 | $3.73K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 23 | $3.58K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 18 | $2.80K | 0.00% | −5−21.7% | Reduced |
| Versant Capital Management, Inc | 18 | $2.80K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 18 | $2.80K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $2.64K | 0.00% | +4+30.8% | Added |
| Harbour Investments, Inc. | 15 | $2.33K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 14 | $2.18K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 13 | $2.02K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Providence Capital Advisors, LLC | 11 | $1.71K | 0.00% | +11 | New |
| Atticus Wealth Management, LLC | 10 | $1.60K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 10 | $1.55K | 0.00% | +10 | New |
| Washington Trust Co | 8 | $1.24K | 0.00% | −2−20.0% | Reduced |
| CGC Financial Services, LLC | 5 | $777 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 5 | $777 | 0.00% | +5 | New |
| Abound Wealth Management | 4 | $642 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $626 | 0.00% | +4+400.0% | Added |
| Raffa Wealth Management, LLC | 4 | $622 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 4 | $622 | 0.00% | +4 | New |
| Crewe Advisors LLC | 3 | $467 | 0.00% | +1+50.0% | Added |
| Hexagon Capital Partners LLC | 3 | $466 | 0.00% | −1−25.0% | Reduced |
| True Wealth Design, LLC | 2 | $311 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1 | $169 | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1 | $0 | 0.00% | −14−93.3% | Reduced |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −461,675−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −251,700−100.0% | Sold out |