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 |
|---|---|---|---|---|---|
| Westmount Partners, LLC | 3,088 | $623.1K | 0.25% | +15+0.5% | Added |
| FourThought Financial Partners, LLC | 3,093 | $624.1K | 0.08% | −159−4.9% | Reduced |
| DFPG Investments, LLC | 3,211 | $624.6K | 0.05% | +41+1.3% | Added |
| Mount Vernon Associates Inc | 3,100 | $626.0K | 0.61% | −125−3.9% | Reduced |
| RFG Advisory, LLC | 3,112 | $628.0K | 0.02% | −101−3.1% | Reduced |
| Panagora Asset Management Inc | 3,180 | $641.7K | 0.00% | −1,077−25.3% | Reduced |
| Ritholtz Wealth Management | 3,183 | $642.3K | 0.02% | +3,183 | New |
| Greenleaf Trust | 3,192 | $644.1K | 0.01% | +204+6.8% | Added |
| Alliance Wealth Advisors, LLC | 3,257 | $657.3K | 0.22% | +156+5.0% | Added |
| Private Advisor Group, LLC | 3,276 | $661.1K | 0.01% | +525+19.1% | Added |
| Versor Investments LP | 3,302 | $666.3K | 0.14% | +3,302 | New |
| Brighton Jones LLC | 3,340 | $673.9K | 0.03% | +72+2.2% | Added |
| Raymond James Trust N.A. | 3,369 | $679.8K | 0.02% | −50−1.5% | Reduced |
| Burton Enright Welch | 3,372 | $680.4K | 0.18% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 3,464 | $699.0K | 0.01% | +1,772+104.7% | Added |
| Atlas Capital Advisors LLC | 3,534 | $713.1K | 0.10% | +573+19.4% | Added |
| Elevated Capital Advisors, LLC | 3,575 | $721.4K | 0.23% | 00.0% | Unchanged |
| Burney Co | 3,614 | $729.2K | 0.03% | −1,737−32.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,660 | $738.5K | 0.07% | +3,660 | New |
| Neuberger Berman Group LLC | 3,665 | $739.5K | 0.00% | +280+8.3% | Added |
| Cresset Asset Management, LLC | 3,700 | $746.6K | 0.00% | −93−2.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,736 | $753.9K | 0.01% | +134+3.7% | Added |
| Private Advisory Group LLC | 3,820 | $770.8K | 0.13% | +3,820 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,927 | $791.2K | 0.01% | +632+19.2% | Added |
| Schnieders Capital Management LLC | 3,998 | $806.7K | 0.18% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 4,009 | $808.9K | 0.42% | 00.0% | Unchanged |
| Commerce Bank | 4,039 | $815.0K | 0.01% | +22+0.5% | Added |
| Baird Financial Group, Inc. | 4,067 | $820.6K | 0.00% | −870−17.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,097 | $827.0K | 0.09% | +4,097 | New |
| CIBC Private Wealth Group, LLC | 4,224 | $852.4K | 0.00% | −41−1.0% | Reduced |
| New Vernon Capital Holdings II LLC | 4,283 | $864.2K | 0.46% | +1,317+44.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,587 | $892.4K | 0.00% | −782−14.6% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,543 | $916.7K | 0.65% | −15−0.3% | Reduced |
| Mariner, LLC | 4,694 | $947.2K | 0.00% | +724+18.2% | Added |
| Virtu Financial LLC | 4,731 | $954.0K | 0.08% | −3,312−41.2% | Reduced |
| HSBC Holdings PLC | 4,730 | $954.7K | 0.00% | −20,746−81.4% | Reduced |
| Guggenheim Capital LLC | 4,924 | $993.6K | 0.01% | −4,915−50.0% | Reduced |
| Maryland State Retirement & Pension System | 4,973 | $1.00M | 0.02% | 00.0% | Unchanged |
| Caxton Associates LP | 4,976 | $1.00M | 0.05% | −1,933−28.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 5,000 | $1.01M | 0.13% | +5,000 | New |
| Mogy Joel R Investment Counsel Inc | 5,100 | $1.03M | 0.08% | 00.0% | Unchanged |
| Tredje AP-fonden | 5,211 | $1.05M | 0.01% | 00.0% | Unchanged |
| JT Stratford LLC | 5,237 | $1.06M | 0.24% | −4,074−43.8% | Reduced |
| Ossiam | 5,251 | $1.06M | 0.02% | −4,927−48.4% | Reduced |
| Strategic Investment Advisors | 5,273 | $1.06M | 0.15% | −177−3.2% | Reduced |
| Eukles Asset Management | 5,345 | $1.08M | 0.51% | +43+0.8% | Added |
| Fulton Bank, N.A. | 5,345 | $1.08M | 0.05% | −944−15.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,363 | $1.08M | 0.02% | +5,363 | New |
| Securian Asset Management, Inc | 5,439 | $1.10M | 0.03% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 5,479 | $1.11M | 0.04% | +768+16.3% | Added |
| GPS Wealth Strategies Group, LLC | 5,604 | $1.13M | 0.21% | −256−4.4% | Reduced |
| Berkeley, Inc | 5,607 | $1.13M | 0.71% | −136−2.4% | Reduced |
| SEI Investments Co | 5,652 | $1.14M | 0.00% | +447+8.6% | Added |
| QRG Capital Management, Inc. | 5,692 | $1.15M | 0.02% | +460+8.8% | Added |
| JGP Wealth Management, LLC | 5,725 | $1.16M | 0.17% | +69+1.2% | Added |
| Ironwood Investment Management LLC | 5,732 | $1.16M | 0.61% | −46−0.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,765 | $1.16M | 0.01% | −14,946−72.2% | Reduced |
| Armistice Capital, LLC | 5,815 | $1.17M | 0.03% | +5,815 | New |
| Promethos Capital, LLC | 5,874 | $1.19M | 0.86% | +5,874 | New |
| North Star Investment Management Corp. | 5,966 | $1.20M | 0.09% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 6,000 | $1.21M | 0.53% | +6,000 | New |
| Precedent Wealth Partners, LLC | 6,030 | $1.22M | 0.62% | +6,030 | New |
| Gs Investments, Inc. | 6,139 | $1.24M | 0.65% | −1,292−17.4% | Reduced |
| STRS Ohio | 6,194 | $1.25M | 0.01% | +6,194 | New |
| Aviance Capital Partners, LLC | 6,197 | $1.25M | 0.27% | −15−0.2% | Reduced |
| MRP Capital Investments, LLC | 6,329 | $1.28M | 1.38% | −9,532−60.1% | Reduced |
| Transatlantique Private Wealth LLC | 6,386 | $1.29M | 0.60% | +362+6.0% | Added |
| Venturi Wealth Management, LLC | 6,428 | $1.30M | 0.09% | −1,144−15.1% | Reduced |
| Cetera Advisor Networks LLC | 6,449 | $1.30M | 0.01% | −5,663−46.8% | Reduced |
| Janney Montgomery Scott LLC | 6,520 | $1.32M | 0.00% | −96−1.5% | Reduced |
| Shell Asset Management Co | 6,584 | $1.33M | 0.06% | −1,972−23.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,628 | $1.34M | 0.08% | −1,311−16.5% | Reduced |
| Stiles Financial Services Inc | 6,650 | $1.34M | 0.61% | +2,514+60.8% | Added |
| Occidental Asset Management, LLC | 6,663 | $1.34M | 0.28% | +5,257+373.9% | Added |
| TrimTabs Asset Management, LLC | 6,693 | $1.35M | 0.39% | +3,585+115.3% | Added |
| Western Wealth Management, LLC | 6,752 | $1.36M | 0.10% | −174−2.5% | Reduced |
| State of Alaska, Department of Revenue | 6,927 | $1.40M | 0.02% | −705−9.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 6,980 | $1.41M | 1.31% | −182−2.5% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 7,058 | $1.42M | 1.33% | +7,058 | New |
| New York Life Investment Management LLC | 7,097 | $1.43M | 0.01% | +81+1.2% | Added |
| Donoghue Forlines LLC | 7,116 | $1.44M | 0.45% | +7,116 | New |
| Symmetry Partners, LLC | 7,074 | $1.44M | 0.08% | +237+3.5% | Added |
| MML Investors Services, LLC | 7,146 | $1.44M | 0.01% | +1,777+33.1% | Added |
| Mercer Global Advisors Inc | 7,156 | $1.44M | 0.00% | −2,037−22.2% | Reduced |
| Greatmark Investment Partners, Inc. | 7,219 | $1.46M | 0.23% | +320+4.6% | Added |
| Davenport & Co LLC | 7,255 | $1.46M | 0.01% | −3,130−30.1% | Reduced |
| Pictet Asset Management Holding SA | 7,279 | $1.47M | 0.00% | −129−1.7% | Reduced |
| Legacy Bridge, LLC | 7,348 | $1.48M | 0.96% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 7,352 | $1.48M | 0.09% | −2,696−26.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 7,363 | $1.49M | 0.42% | +80+1.1% | Added |
| Public Employees Retirement Association of Colorado | 7,430 | $1.50M | 0.01% | −137−1.8% | Reduced |
| Basepoint Wealth LLC | 7,566 | $1.53M | 1.23% | −503−6.2% | Reduced |
| Signature Wealth Management Group | 7,596 | $1.53M | 0.71% | +7,596 | New |
| Round Hill Asset Management | 7,606 | $1.53M | 0.96% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 7,668 | $1.55M | 0.07% | +1,363+21.6% | Added |
| Hunter Associates Investment Management LLC | 7,962 | $1.60M | 0.29% | +279+3.6% | Added |
| Penserra Capital Management LLC | 8,004 | $1.61M | 0.03% | −3,767−32.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,186 | $1.65M | 0.01% | +916+12.6% | Added |
| Tower Research Capital LLC (TRC) | 8,343 | $1.68M | 0.02% | +5,944+247.8% | Added |
| Quantbot Technologies LP | 8,399 | $1.69M | 0.10% | +8,399 | New |