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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 83,231 | $16.8M | 0.04% | −20,611−19.8% | Reduced |
| BNP Paribas Arbitrage, SA | 85,323 | $17.2M | 0.03% | +27,457+47.4% | Added |
| American International Group, Inc. | 86,712 | $17.5M | 0.07% | −3,839−4.2% | Reduced |
| Lazard Asset Management LLC | 89,857 | $18.1M | 0.02% | +4,656+5.5% | Added |
| HighTower Advisors, LLC | 89,965 | $18.2M | 0.03% | −18,035−16.7% | Reduced |
| Jane Street Group, LLC | 91,035 | $18.4M | 0.02% | +39,472+76.6% | Added |
| Nordea Investment Management AB | 94,096 | $19.0M | 0.02% | −2,600−2.7% | Reduced |
| Logan Capital Management Inc | 94,315 | $19.0M | 0.89% | −5,638−5.6% | Reduced |
| Franklin Resources Inc | 94,777 | $19.1M | 0.01% | +35,895+61.0% | Added |
| Credit Suisse AG | 96,196 | $19.4M | 0.02% | −3,580−3.6% | Reduced |
| Crossmark Global Holdings, Inc. | 96,307 | $19.4M | 0.40% | −3,961−4.0% | Reduced |
| McRae Capital Management Inc | 98,146 | $19.8M | 4.95% | −240−0.2% | Reduced |
| Hook Mill Capital Partners, LP | 99,652 | $20.1M | 5.30% | −43,225−30.3% | Reduced |
| Rodgers Brothers Inc. | 99,673 | $20.1M | 3.17% | −4,457−4.3% | Reduced |
| Price T Rowe Associates Inc | 100,154 | $20.2M | 0.00% | −7,750−7.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 100,734 | $20.3M | 2.13% | +3,287+3.4% | Added |
| First Long Island Investors, LLC | 101,621 | $20.5M | 1.82% | −2,161−2.1% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 115,266 | $20.6M | 0.28% | +115,266 | New |
| Reik & Co., LLC | 114,238 | $23.1M | 6.47% | −11,100−8.9% | Reduced |
| Raymond James & Associates | 114,685 | $23.1M | 0.02% | −4,985−4.2% | Reduced |
| California Public Employees Retirement System | 119,181 | $24.0M | 0.02% | −663−0.6% | Reduced |
| Swiss National Bank | 120,100 | $24.2M | 0.02% | −21,100−14.9% | Reduced |
| Retirement Systems of Alabama | 126,539 | $25.5M | 0.11% | +151+0.1% | Added |
| Modera Wealth Management, LLC | 126,555 | $25.5M | 0.42% | +514+0.4% | Added |
| First Trust Advisors LP | 130,122 | $26.3M | 0.03% | −66,822−33.9% | Reduced |
| Millennium Management LLC | 135,119 | $27.3M | 0.03% | +115,355+583.7% | Added |
| Candlestick Capital Management LP | 135,321 | $27.3M | 0.88% | −170,929−55.8% | Reduced |
| LSV Asset Management | 137,510 | $27.7M | 0.06% | −49,864−26.6% | Reduced |
| Truist Financial Corp | 138,004 | $27.8M | 0.04% | +134,719+4,101.0% | Added |
| Glenmede Trust Co NA | 143,614 | $29.0M | 0.15% | +1,212+0.9% | Added |
| Victory Capital Management Inc | 148,965 | $30.1M | 0.03% | −85,759−36.5% | Reduced |
| Holocene Advisors, LP | 152,439 | $30.8M | 0.12% | −52,535−25.6% | Reduced |
| Nuveen Asset Management, LLC | 152,733 | $30.8M | 0.01% | −18,846−11.0% | Reduced |
| Legal & General Group Plc | 156,810 | $31.6M | 0.01% | +392+0.3% | Added |
| Advisors Capital Management, LLC | 157,120 | $31.7M | 0.65% | −484−0.3% | Reduced |
| Envestnet Asset Management Inc | 168,239 | $33.9M | 0.01% | +86,029+104.6% | Added |
| Systematic Financial Management LP | 173,189 | $34.9M | 1.04% | −13,997−7.5% | Reduced |
| Moran Wealth Management, LLC | 179,213 | $36.2M | 1.29% | −12,675−6.6% | Reduced |
| AQR Capital Management LLC | 187,655 | $37.9M | 0.07% | −137,127−42.2% | Reduced |
| Barclays PLC | 188,860 | $38.1M | 0.02% | +67,783+56.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 208,412 | $42.1M | 0.24% | +57,100+37.7% | Added |
| D. E. Shaw & Co., Inc. | 213,427 | $43.1M | 0.06% | +45,273+26.9% | Added |
| Goldman Sachs Group Inc | 215,299 | $43.4M | 0.01% | +33,157+18.2% | Added |
| American Century Companies Inc | 215,863 | $43.6M | 0.03% | +16,743+8.4% | Added |
| ProShare Advisors LLC | 217,265 | $43.8M | 0.13% | −85,579−28.3% | Reduced |
| Citadel Advisors LLC | 221,397 | $44.7M | 0.04% | +221,397 | New |
| Rhumbline Advisers | 221,493 | $44.7M | 0.05% | −10,082−4.4% | Reduced |
| Assetmark, Inc | 221,665 | $44.7M | 0.16% | −7,811−3.4% | Reduced |
| Wells Fargo & Company | 222,199 | $44.8M | 0.01% | −31,172−12.3% | Reduced |
| Clearbridge Investments, LLC | 225,407 | $45.5M | 0.04% | −15,036−6.3% | Reduced |
| JPMorgan Chase & Co | 231,586 | $46.7M | 0.00% | +8,453+3.8% | Added |
| UBS Asset Management Americas Inc | 239,432 | $48.3M | 0.02% | −16,286−6.4% | Reduced |
| Select Equity Group, L.P. | 241,571 | $48.7M | 0.18% | −17,347−6.7% | Reduced |
| Citigroup Inc | 279,116 | $56.3M | 0.07% | −1,409−0.5% | Reduced |
| HS Management Partners, LLC | 346,894 | $70.0M | 3.24% | −247,175−41.6% | Reduced |
| Ameriprise Financial Inc | 379,952 | $76.7M | 0.02% | −215,756−36.2% | Reduced |
| Clark Capital Management Group, Inc. | 398,101 | $80.3M | 0.66% | −54,422−12.0% | Reduced |
| Boston Trust Walden Corp | 416,741 | $84.1M | 0.63% | +11,959+3.0% | Added |
| Janus Henderson Group PLC | 421,042 | $85.0M | 0.05% | −93,632−18.2% | Reduced |
| Alliancebernstein L.P. | 505,886 | $102.1M | 0.04% | −61,666−10.9% | Reduced |
| Captrust Financial Advisors | 512,487 | $103.4M | 0.36% | +6,829+1.4% | Added |
| Morgan Stanley | 593,965 | $119.9M | 0.01% | +35,462+6.3% | Added |
| Pacer Advisors, Inc. | 613,024 | $123.7M | 0.35% | −11,587−1.9% | Reduced |
| Principal Financial Group Inc | 613,540 | $123.8M | 0.08% | −54,238−8.1% | Reduced |
| Invesco Ltd. | 652,780 | $131.7M | 0.03% | +265,919+68.7% | Added |
| Norges Bank | 757,473 | $152.8M | 0.03% | +106,017+16.3% | Added |
| Bank of New York Mellon Corp | 767,099 | $154.8M | 0.03% | −65,301−7.8% | Reduced |
| Northern Trust Corp | 785,143 | $158.4M | 0.03% | +72,843+10.2% | Added |
| Dimensional Fund Advisors LP | 970,737 | $195.9M | 0.06% | +23,918+2.5% | Added |
| Geode Capital Management, LLC | 1,171,253 | $236.4M | 0.02% | +22,467+2.0% | Added |
| Charles Schwab Investment Management Inc | 1,430,924 | $288.7M | 0.07% | −25,237−1.7% | Reduced |
| State Street Corp | 2,268,511 | $457.7M | 0.02% | +68,258+3.1% | Added |
| Leonard Green & Partners, L.P. | 3,212,015 | $648.1M | 10.62% | 00.0% | Unchanged |
| Capital Research Global Investors | 3,364,277 | $678.9M | 0.17% | −279,676−7.7% | Reduced |
| Blackhill Capital Inc | 3,945,820 | $796.2M | 63.77% | −9770.0% | Reduced |
| Aristotle Capital Management, LLC | 4,587,322 | $925.6M | 1.81% | −16,130−0.4% | Reduced |
| BlackRock Inc. | 5,891,759 | $1.19B | 0.03% | −73,925−1.2% | Reduced |
| FMR LLC | 6,875,590 | $1.39B | 0.11% | −449,218−6.1% | Reduced |
| Vanguard Group Inc | 7,318,427 | $1.48B | 0.03% | −264,003−3.5% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −464,355−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −373,562−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −54,128−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −46,954−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −26,398−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −23,571−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −20,768−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −17,548−100.0% | Sold out |
| Nadler Financial Group, Inc. | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −17,194−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −16,382−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −14,774−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −14,685−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −10,192−100.0% | Sold out |
| III Capital Management | 0 | $0 | 0.00% | −9,722−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Rock Creek Group, LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −3,944−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −3,619−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,542−100.0% | Sold out |