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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, Q4 2023

Institutional positions in Williams Sonoma Inc as of Dec 31, 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
679
+92 vs. Q3 2023
Shares held
63.1M
−2.35M (−3.6%) vs. Q3 2023
Total value
$12.7B
+$2.56B (+25.2%) vs. Q3 2023
New holders
139
195 more added
Sold out
47
265 more reduced

11 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 679 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 heldQ4 2023: $12.7B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q3 2023.

Institutions holding WSM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tfo-TDC, LLC1$2020.00%−4−80.0%Reduced
State of Wyoming1$2020.00%+1New
Annis Gardner Whiting Capital Advisors, LLC1$2020.00%+1New
Bruce G. Allen Investments, LLC1$2020.00%+1New
Northwest Capital Management Inc1$2200.00%00.0%Unchanged
Baystate Wealth Management LLC1$2520.00%+1New
True Wealth Design, LLC2$4040.00%00.0%Unchanged
Valued Wealth Advisors LLC3$4700.00%+3New
Raffa Wealth Management, LLC4$8070.00%00.0%Unchanged
Abound Wealth Management4$8380.00%00.0%Unchanged
Horizon Investments, LLC5$1.00K0.00%+5New
Iron Horse Wealth Management, LLC5$1.01K0.00%00.0%Unchanged
CGC Financial Services, LLC5$1.01K0.00%00.0%Unchanged
Atticus Wealth Management, LLC8$1.68K0.00%−2−20.0%Reduced
Avion Wealth9$2.00K0.00%+9New
Toth Financial Advisory Corp10$2.02K0.00%00.0%Unchanged
Vima LLC10$2.02K0.00%+10New
DiNuzzo Private Wealth, Inc.11$2.22K0.00%+11New
Hexagon Capital Partners LLC12$2.42K0.00%+9+300.0%Added
Dunhill Financial, LLC13$2.62K0.00%+13New
LGT Financial Advisors LLC13$2.62K0.00%+13New
Arlington Trust Co LLC13$2.62K0.00%+13New
Abich Financial Wealth Management LLC13$2.62K0.00%+13New
EntryPoint Capital, LLC15$3.03K0.00%+15New
Parkside Financial Bank & Trust16$3.23K0.00%−2−11.1%Reduced
Versant Capital Management, Inc18$3.63K0.00%00.0%Unchanged
Castleview Partners, LLC18$3.63K0.00%00.0%Unchanged
Harbour Investments, Inc.19$3.83K0.00%+4+26.7%Added
Gradient Investments LLC19$3.83K0.00%+6+46.2%Added
SJS Investment Consulting Inc.20$4.04K0.00%+3+17.6%Added
Fortitude Family Office, LLC20$4.04K0.00%+20New
Sachetta, LLC20$4.04K0.00%+20New
Moisand Fitzgerald Tamayo, LLC23$4.64K0.00%00.0%Unchanged
Copeland Capital Management, LLC24$4.84K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc26$5.25K0.00%00.0%Unchanged
Lee Financial Co26$5.25K0.00%+12+85.7%Added
Smartleaf Asset Management LLC28$5.29K0.00%+28New
Credit Agricole S A28$5.65K0.00%−132−82.5%Reduced
First United Bank Trust28$5.65K0.00%+28New
Key Financial Inc31$6.25K0.00%00.0%Unchanged
Princeton Global Asset Management LLC32$6.46K0.00%00.0%Unchanged
Quarry LP33$6.66K0.00%−196−85.6%Reduced
SRS Capital Advisors, Inc.33$6.74K0.00%−5−13.2%Reduced
Mechanics Financial Corp35$7.06K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC35$7.06K0.01%+35New
Davidson Capital Management Inc.37$7.47K0.00%−9−19.6%Reduced
WealthCollab, LLC37$7.47K0.01%+37New
Umb Bank N A38$7.67K0.00%−173−82.0%Reduced
Advisors Preferred, LLC40$8.13K0.00%−13−24.5%Reduced
Manchester Capital Management LLC41$8.27K0.00%00.0%Unchanged
Westside Investment Management, Inc.42$8.47K0.00%00.0%Unchanged
Tidemark, LLC42$8.47K0.01%+42New
GW&K Investment Management, LLC45$9.00K0.00%−10−18.2%Reduced
Private Wealth Management Group, LLC45$9.08K0.00%+45New
Sandy Spring Bank49$9.87K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC51$10.3K0.00%+2+4.1%Added
Cetera Trust Company, N.A52$10.5K0.01%+52New
Scarborough Advisors, LLC55$11.0K0.00%+55New
Glassman Wealth Services56$11.3K0.00%00.0%Unchanged
BKM Wealth Management, LLC57$11.5K0.00%+57New
Foster Dykema Cabot & Partners, LLC61$12.3K0.00%+61New
Evolution Advisers, Inc.66$13.0K0.01%+66New
Quest Partners LLC66$13.3K0.00%+66New
Red Tortoise LLC72$14.5K0.01%00.0%Unchanged
Clearstead Advisors, LLC73$14.7K0.00%+21+40.4%Added
Householder Group Estate & Retirement Specialist, LLC83$16.0K0.01%00.0%Unchanged
Smithfield Trust Co80$16.0K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC83$16.7K0.01%00.0%Unchanged
Loomis Sayles & Co L P88$18.0K0.00%−100−53.2%Reduced
Johnson Financial Group, Inc.90$18.2K0.00%+90New
Caitlin John, LLC95$19.1K0.02%+95New
Exchange Traded Concepts, LLC97$19.6K0.00%−55−36.2%Reduced
Plato Investment Management Ltd98$19.8K0.02%+98New
Front Row Advisors LLC100$20.2K0.01%−84−45.7%Reduced
HM Payson & Co100$20.2K0.00%00.0%Unchanged
Sittner & Nelson, LLC100$20.2K0.01%00.0%Unchanged
SYSTM Wealth Solutions LLC100$20.2K0.00%+100New
Bessemer Group Inc103$21.0K0.00%−44−29.9%Reduced
Rosenberg Matthew Hamilton109$22.0K0.01%00.0%Unchanged
Global X Japan Co., Ltd.115$23.2K0.01%+115New
Newbridge Financial Services Group, Inc.116$23.4K0.01%+1+0.9%Added
Hobbs Group Advisors, LLC117$23.6K0.01%+117New
Tradition Wealth Management, LLC121$25.0K0.00%+29+31.5%Added
MCF Advisors LLC125$25.2K0.00%+125New
Bell Investment Advisors, Inc134$27.0K0.01%+18+15.5%Added
Whittier Trust Co of Nevada Inc136$27.4K0.00%−3−2.2%Reduced
Desjardins Global Asset Management Inc.138$27.8K0.00%+3+2.2%Added
Farther Finance Advisors, LLC148$29.9K0.00%+13+9.6%Added
Covestor Ltd151$30.0K0.02%−15−9.0%Reduced
Allworth Financial LP172$34.8K0.00%+25+17.0%Added
Rogco, LP174$35.1K0.02%−22−11.2%Reduced
Bogart Wealth, LLC200$40.4K0.00%00.0%Unchanged
First Horizon Advisors, Inc.230$46.4K0.00%00.0%Unchanged
Lindbrook Capital, LLC231$46.6K0.00%+54+30.5%Added
Richardson Financial Services Inc.236$47.6K0.04%+236New
Hanseatic Management Services Inc244$49.2K0.09%+244New
Harvest Fund Management Co., Ltd263$53.0K0.01%+263New
DB Wealth Management Group, LLC275$55.5K0.03%00.0%Unchanged
Anchor Investment Management, LLC275$55.6K0.01%+10+3.8%Added
Plante Moran Financial Advisors, LLC284$57.3K0.01%00.0%Unchanged