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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 1,477 | $298.0K | 0.00% | 00.0% | Unchanged |
| Ascent Group, LLC | 1,315 | $298.2K | 0.03% | −75−5.4% | Reduced |
| CoreCap Advisors, LLC | 1,489 | $300.4K | 0.02% | +1,489 | New |
| Gateway Wealth Partners, LLC | 1,500 | $302.7K | 0.12% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,561 | $309.2K | 0.00% | −94−5.7% | Reduced |
| Waterloo Capital, L.P. | 1,550 | $312.8K | 0.05% | +1,550 | New |
| Confluence Wealth Services, Inc. | 1,558 | $314.4K | 0.03% | −60−3.7% | Reduced |
| Ignite Planners, LLC | 1,550 | $315.1K | 0.09% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 1,563 | $315.4K | 0.13% | −8−0.5% | Reduced |
| Isthmus Partners, LLC | 1,572 | $317.2K | 0.04% | +1,572 | New |
| Prime Capital Investment Advisors, LLC | 1,580 | $318.8K | 0.00% | −149−8.6% | Reduced |
| Darwin Advisors, LLC | 1,598 | $322.4K | 0.09% | −251−13.6% | Reduced |
| Accuvest Global Advisors | 1,598 | $322.4K | 0.34% | +1,598 | New |
| PFG Investments, LLC | 1,610 | $324.9K | 0.06% | +7+0.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,613 | $325.4K | 0.00% | −187−10.4% | Reduced |
| Valeo Financial Advisors, LLC | 1,615 | $325.9K | 0.01% | −100−5.8% | Reduced |
| Gsa Capital Partners LLP | 1,664 | $336.0K | 0.03% | +1,664 | New |
| Keebeck Alpha, LP | 1,674 | $337.8K | 0.27% | +1,674 | New |
| Checchi Capital Advisers, LLC | 1,684 | $339.8K | 0.03% | −85−4.8% | Reduced |
| Institute for Wealth Management, LLC. | 1,684 | $339.9K | 0.06% | −21−1.2% | Reduced |
| Kapitalo Investimentos Ltda | 1,686 | $340.2K | 0.07% | +1,686 | New |
| Absher Wealth Management, LLC | 1,728 | $348.7K | 0.05% | −90−5.0% | Reduced |
| Alpha Omega Wealth Management LLC | 1,755 | $354.1K | 0.06% | −28−1.6% | Reduced |
| Eagle Harbor Asset Management Inc | 1,762 | $355.5K | 0.41% | −906−34.0% | Reduced |
| Wade G W & Inc | 1,768 | $357.0K | 0.01% | +1,768 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,774 | $358.0K | 0.01% | −159−8.2% | Reduced |
| First Citizens Bank & Trust Co | 1,783 | $359.8K | 0.01% | −92−4.9% | Reduced |
| SG Americas Securities, LLC | 1,787 | $361.0K | 0.00% | +800+81.1% | Added |
| Vaughan David Investments LLC | 1,800 | $363.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 1,848 | $372.8K | 0.01% | +382+26.1% | Added |
| Wolverine Trading, LLC | 1,858 | $374.9K | 0.00% | −7,344−79.8% | Reduced |
| Fulcrum Capital LLC | 1,860 | $375.3K | 0.10% | +1,860 | New |
| CIBC Asset Management Inc | 1,865 | $376.3K | 0.00% | 00.0% | Unchanged |
| Balanced Rock Investment Advisor | 1,890 | $381.4K | 0.34% | +1,890 | New |
| Winton Group Ltd | 1,893 | $382.0K | 0.03% | −1,520−44.5% | Reduced |
| AMG National Trust Bank | 1,900 | $383.4K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,921 | $387.6K | 0.04% | −262−12.0% | Reduced |
| Center For Asset Management LLC | 1,938 | $391.0K | 0.36% | −195−9.1% | Reduced |
| Nebula Research & Development LLC | 1,953 | $394.1K | 0.12% | +1,953 | New |
| GWM Advisors LLC | 1,956 | $394.6K | 0.00% | +1,129+136.5% | Added |
| Central Trust Co | 1,958 | $395.1K | 0.01% | −17−0.9% | Reduced |
| Northstar Asset Management LLC | 2,000 | $403.6K | 0.11% | 00.0% | Unchanged |
| Wendell David Associates Inc | 2,000 | $404.0K | 0.04% | 00.0% | Unchanged |
| Denali Advisors LLC | 2,005 | $404.6K | 0.12% | +1,800+878.0% | Added |
| Gallacher Capital Management LLC | 2,025 | $408.6K | 0.23% | −1,090−35.0% | Reduced |
| Paragon Capital Management Ltd | 2,033 | $410.2K | 0.08% | −436−17.7% | Reduced |
| SkyOak Wealth, LLC | 2,061 | $415.9K | 0.11% | −84−3.9% | Reduced |
| Profund Advisors LLC | 2,081 | $419.9K | 0.02% | +345+19.9% | Added |
| Cambria Investment Management, L.P. | 2,084 | $420.5K | 0.03% | +2,084 | New |
| McBroom & Associates, LLC | 2,089 | $421.5K | 0.31% | −2−0.1% | Reduced |
| Hantz Financial Services, Inc. | 2,115 | $427.0K | 0.01% | −114−5.1% | Reduced |
| Handelsinvest Investeringsforvaltning | 2,127 | $429.0K | 0.18% | +2,127 | New |
| Lindenwold Advisors | 2,128 | $429.4K | 0.24% | −96−4.3% | Reduced |
| Signaturefd, LLC | 2,151 | $434.0K | 0.01% | −10.0% | Reduced |
| Choate Investment Advisors | 2,183 | $440.5K | 0.01% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 2,203 | $444.5K | 0.01% | +2,203 | New |
| Ballentine Partners, LLC | 2,237 | $451.4K | 0.01% | +521+30.4% | Added |
| Naples Global Advisors, LLC | 2,266 | $457.2K | 0.05% | +12+0.5% | Added |
| Scotia Capital Inc. | 2,282 | $460.5K | 0.00% | −174−7.1% | Reduced |
| Camelot Portfolios, LLC | 2,285 | $461.1K | 0.27% | +2,285 | New |
| Resources Investment Advisors, LLC. | 2,357 | $475.6K | 0.01% | −41−1.7% | Reduced |
| Massmutual Trust Co FSB | 2,359 | $476.0K | 0.02% | +230+10.8% | Added |
| Ethic Inc. | 2,372 | $478.6K | 0.01% | +858+56.7% | Added |
| Cetera Investment Advisers | 2,394 | $483.1K | 0.00% | −60−2.4% | Reduced |
| AE Wealth Management LLC | 2,335 | $487.0K | 0.00% | +564+31.8% | Added |
| Inceptionr LLC | 2,415 | $487.3K | 0.35% | −1,204−33.3% | Reduced |
| Advisory Research Inc | 2,469 | $498.2K | 0.08% | +2,469 | New |
| Oppenheimer & Co Inc | 2,490 | $502.4K | 0.01% | +3+0.1% | Added |
| CSS LLC | 2,500 | $504.4K | 0.04% | −700−21.9% | Reduced |
| Taurus Asset Management, LLC | 2,500 | $504.4K | 0.05% | 00.0% | Unchanged |
| Patten & Patten Inc | 2,507 | $506.0K | 0.04% | −450−15.2% | Reduced |
| Kestra Advisory Services, LLC | 2,513 | $507.1K | 0.00% | −213−7.8% | Reduced |
| MWA Asset Management | 2,550 | $514.5K | 0.43% | −102−3.8% | Reduced |
| TFG Advisers LLC | 2,642 | $533.1K | 0.22% | +67+2.6% | Added |
| Cooper Financial Group | 2,660 | $536.8K | 0.10% | +17+0.6% | Added |
| Principal Securities, Inc. | 2,665 | $537.7K | 0.02% | +2,665 | New |
| Prospera Financial Services Inc | 2,670 | $538.8K | 0.02% | −208−7.2% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,683 | $541.4K | 0.30% | +5+0.2% | Added |
| Park Avenue Securities LLC | 2,686 | $542.0K | 0.01% | −521−16.2% | Reduced |
| MainStreet Investment Advisors LLC | 2,708 | $546.4K | 0.06% | +257+10.5% | Added |
| WESPAC Advisors, LLC | 2,735 | $551.9K | 0.38% | +2,735 | New |
| Stratos Wealth Partners, LTD. | 2,745 | $553.9K | 0.01% | +685+33.3% | Added |
| Great Lakes Advisors, LLC | 2,753 | $555.5K | 0.01% | +320+13.2% | Added |
| Cullen/Frost Bankers, Inc. | 2,758 | $556.5K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,760 | $556.9K | 0.06% | +235+9.3% | Added |
| Shelton Capital Management | 2,766 | $558.1K | 0.02% | −377−12.0% | Reduced |
| Brown Advisory Inc | 2,791 | $563.2K | 0.00% | +681+32.3% | Added |
| Marshall Wace, LLP | 2,800 | $565.0K | 0.00% | +2,800 | New |
| Norden Group LLC | 2,823 | $569.7K | 0.10% | +1,019+56.5% | Added |
| Renasant Bank | 2,829 | $570.8K | 0.45% | −190−6.3% | Reduced |
| BancorpSouth Bank | 2,844 | $573.9K | 0.05% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 2,857 | $576.5K | 0.01% | +2,857 | New |
| MAI Capital Management | 2,860 | $577.2K | 0.01% | +470+19.7% | Added |
| L2 Asset Management, LLC | 2,871 | $579.3K | 0.24% | +2,871 | New |
| Virtue Capital Management, LLC | 2,991 | $584.4K | 0.12% | +2,991 | New |
| Synovus Financial Corp | 2,950 | $595.2K | 0.01% | −2,606−46.9% | Reduced |
| Unique Wealth Strategies, LLC | 3,025 | $610.4K | 0.41% | +3,025 | New |
| Empirical Finance, LLC | 3,039 | $613.2K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,070 | $619.0K | 0.00% | +1,340+77.5% | Added |
| Csenge Advisory Group | 3,086 | $622.7K | 0.04% | −294−8.7% | Reduced |