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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 289 | $58.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 289 | $59.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 298 | $60.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 299 | $60.4K | 0.01% | +65+27.8% | Added |
| Evermay Wealth Management LLC | 300 | $60.5K | 0.01% | +300 | New |
| Ronald Blue Trust, Inc. | 408 | $64.0K | 0.00% | +86+26.7% | Added |
| Huntington National Bank | 322 | $65.0K | 0.00% | +6+1.9% | Added |
| Whittier Trust Co | 342 | $69.0K | 0.00% | −129−27.4% | Reduced |
| DT Investment Partners, LLC | 400 | $80.2K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 400 | $81.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 408 | $82.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 422 | $85.0K | 0.00% | −28,912−98.6% | Reduced |
| NVWM, LLC | 425 | $85.8K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 469 | $94.6K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 473 | $95.4K | 0.01% | +5+1.1% | Added |
| Planned Solutions, Inc. | 480 | $96.9K | 0.05% | +480 | New |
| JJJ Advisors Inc. | 480 | $96.9K | 0.02% | +18+3.9% | Added |
| Colonial Trust Co | 489 | $98.7K | 0.02% | −296−37.7% | Reduced |
| Proequities, Inc. | 500 | $100.9K | 0.01% | −334−40.0% | Reduced |
| FinTrust Capital Advisors, LLC | 521 | $105.1K | 0.02% | +45+9.5% | Added |
| GAMMA Investing LLC | 563 | $108.9K | 0.03% | +563 | New |
| Neo Ivy Capital Management | 562 | $113.0K | 0.25% | +562 | New |
| Fifth Third Bancorp | 561 | $113.2K | 0.00% | +3+0.5% | Added |
| Banque Cantonale Vaudoise | 563 | $114.0K | 0.00% | +13+2.4% | Added |
| Impact Partnership Wealth, LLC | 571 | $115.3K | 0.04% | −469−45.1% | Reduced |
| Global Retirement Partners, LLC | 570 | $115.8K | 0.00% | −57−9.1% | Reduced |
| EverSource Wealth Advisors, LLC | 588 | $118.6K | 0.01% | +41+7.5% | Added |
| Focused Wealth Management, Inc | 600 | $121.1K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 601 | $121.2K | 0.01% | +272+82.7% | Added |
| Acadian Asset Management LLC | 710 | $142.0K | 0.00% | +710 | New |
| Pinnacle Bancorp, Inc. | 720 | $145.3K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 753 | $151.9K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 779 | $157.2K | 0.00% | +779 | New |
| Pflug Koory, LLC | 811 | $163.6K | 0.09% | −56−6.5% | Reduced |
| Bangor Savings Bank | 853 | $172.1K | 0.02% | −143−14.4% | Reduced |
| Geneos Wealth Management Inc. | 917 | $185.0K | 0.01% | +1+0.1% | Added |
| Spire Wealth Management | 911 | $188.0K | 0.01% | +5+0.6% | Added |
| IFP Advisors, Inc | 981 | $198.0K | 0.01% | +778+383.3% | Added |
| Silvercrest Asset Management Group LLC | 993 | $200.4K | 0.00% | +993 | New |
| Indiana Trust & Investment Management CO | 1,000 | $201.8K | 0.09% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,000 | $201.8K | 0.01% | +1,000 | New |
| Sapient Capital LLC | 1,000 | $201.8K | 0.01% | +1,000 | New |
| Strategic Blueprint, LLC | 1,005 | $202.8K | 0.02% | +1,005 | New |
| Traverso Chambers Private Wealth Management, LLC | 1,008 | $203.4K | 0.05% | +1,008 | New |
| Abacus Planning Group, Inc. | 1,014 | $204.6K | 0.04% | +1,014 | New |
| Intrust Bank NA | 1,031 | $208.0K | 0.02% | +1,031 | New |
| Pitcairn Co | 1,034 | $208.6K | 0.02% | +1,034 | New |
| Buckingham Strategic Wealth, LLC | 1,053 | $212.4K | 0.00% | +1,053 | New |
| Joel Isaacson & Co., LLC | 1,069 | $215.7K | 0.01% | +1,069 | New |
| Rebalance, LLC | 1,090 | $219.9K | 0.02% | +1,090 | New |
| Benjamin F. Edwards & Company, Inc. | 1,103 | $222.0K | 0.00% | +696+171.0% | Added |
| Phillips Wealth Planners LLC | 1,078 | $223.0K | 0.27% | +1,078 | New |
| Edmp, Inc. | 1,118 | $225.6K | 0.21% | +1,118 | New |
| Sawtooth Solutions, LLC | 1,119 | $225.8K | 0.01% | +1,119 | New |
| American Money Management, LLC | 1,120 | $226.0K | 0.05% | +1,120 | New |
| Bleakley Financial Group, LLC | 1,128 | $227.6K | 0.01% | +1,128 | New |
| Investment Partners Asset Management, Inc. | 1,134 | $228.8K | 0.23% | +1,134 | New |
| Avantax Advisory Services, Inc. | 1,140 | $230.0K | 0.00% | −398−25.9% | Reduced |
| Lakeview Capital Partners, LLC | 1,150 | $232.1K | 0.04% | +1,150 | New |
| Pinkerton Retirement Specialists, LLC | 1,159 | $233.9K | 0.05% | +1,159 | New |
| Glenview Trust Co | 1,170 | $236.1K | 0.01% | −401−25.5% | Reduced |
| Motley Fool Asset Management LLC | 1,173 | $236.7K | 0.02% | −147−11.1% | Reduced |
| KBC Group NV | 1,187 | $240.0K | 0.00% | +120+11.2% | Added |
| Claret Asset Management Corp | 1,201 | $242.0K | 0.04% | +1,201 | New |
| Graypoint LLC | 1,203 | $242.7K | 0.02% | +1,203 | New |
| Astoria Portfolio Advisors LLC. | 1,197 | $245.0K | 0.10% | +1,197 | New |
| Syverson Strege & Co | 1,220 | $246.2K | 0.10% | +1,220 | New |
| Forum Financial Management, LP | 1,239 | $250.1K | 0.00% | +1,239 | New |
| Portside Wealth Group, LLC | 1,241 | $250.4K | 0.05% | +1,241 | New |
| Proficio Capital Partners LLC | 1,244 | $251.0K | 0.03% | +1,244 | New |
| Linden Thomas Advisory Services, LLC | 1,252 | $252.6K | 0.05% | +1,252 | New |
| Leo Wealth, LLC | 1,084 | $253.0K | 0.03% | +1,084 | New |
| Centennial Bank | 1,255 | $253.2K | 0.15% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,260 | $254.2K | 0.01% | +1,260 | New |
| Quadrant Capital Group LLC | 1,269 | $256.1K | 0.02% | +78+6.5% | Added |
| Plimoth Trust Co LLC | 1,285 | $259.3K | 0.07% | −25−1.9% | Reduced |
| Klingman & Associates, LLC | 1,289 | $260.1K | 0.02% | +1,289 | New |
| Independent Financial Group, LLC | 1,310 | $264.3K | 0.01% | +1,310 | New |
| Parallel Advisors, LLC | 1,325 | $267.4K | 0.01% | −615−31.7% | Reduced |
| Ameritas Advisory Services, LLC | 1,195 | $267.6K | 0.01% | +1,195 | New |
| Saxon Interests, Inc. | 1,343 | $271.0K | 0.14% | +1,343 | New |
| Gateway Investment Advisers LLC | 1,344 | $271.2K | 0.00% | −21−1.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,351 | $272.6K | 0.00% | −55−3.9% | Reduced |
| Veriti Management LLC | 1,357 | $273.8K | 0.02% | +1,357 | New |
| Smithbridge Asset Management Inc | 1,360 | $274.0K | 0.06% | −300−18.1% | Reduced |
| Trust Point Inc. | 1,359 | $274.2K | 0.02% | +1,359 | New |
| Change Path, LLC | 1,364 | $275.0K | 0.02% | +1,364 | New |
| Brown Capital Management LLC | 1,376 | $277.6K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,381 | $278.7K | 0.21% | +1,381 | New |
| Mesirow Financial Investment Management, Inc. | 1,387 | $279.9K | 0.01% | +1,387 | New |
| Centiva Capital, LP | 1,394 | $281.3K | 0.02% | +1,394 | New |
| Evergreen Capital Management LLC | 1,403 | $283.1K | 0.01% | −3−0.2% | Reduced |
| XTX Topco Ltd | 1,412 | $284.9K | 0.06% | −1,366−49.2% | Reduced |
| Lido Advisors, LLC | 1,434 | $289.4K | 0.00% | +23+1.6% | Added |
| Verition Fund Management LLC | 1,436 | $289.8K | 0.00% | +1,436 | New |
| Seven Mile Advisory | 1,437 | $290.0K | 0.25% | +70+5.1% | Added |
| We Are One Seven, LLC | 1,450 | $292.6K | 0.02% | −236−14.0% | Reduced |
| Greenwood Capital Associates LLC | 1,455 | $293.6K | 0.04% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,456 | $293.8K | 0.00% | +440+43.3% | Added |
| Keybank National Association | 1,473 | $297.2K | 0.00% | +58+4.1% | Added |