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 |
|---|---|---|---|---|---|
| Klein Pavlis & Peasley Financial, Inc. | 7,058 | $1.42M | 1.33% | +7,058 | New |
| Tilia Fiduciary Partners, Inc. | 6,980 | $1.41M | 1.31% | −182−2.5% | Reduced |
| State of Alaska, Department of Revenue | 6,927 | $1.40M | 0.02% | −705−9.2% | Reduced |
| Western Wealth Management, LLC | 6,752 | $1.36M | 0.10% | −174−2.5% | Reduced |
| TrimTabs Asset Management, LLC | 6,693 | $1.35M | 0.39% | +3,585+115.3% | Added |
| Occidental Asset Management, LLC | 6,663 | $1.34M | 0.28% | +5,257+373.9% | Added |
| Stiles Financial Services Inc | 6,650 | $1.34M | 0.61% | +2,514+60.8% | Added |
| Ashton Thomas Private Wealth, LLC | 6,628 | $1.34M | 0.08% | −1,311−16.5% | Reduced |
| Shell Asset Management Co | 6,584 | $1.33M | 0.06% | −1,972−23.0% | Reduced |
| Janney Montgomery Scott LLC | 6,520 | $1.32M | 0.00% | −96−1.5% | Reduced |
| Cetera Advisor Networks LLC | 6,449 | $1.30M | 0.01% | −5,663−46.8% | Reduced |
| Venturi Wealth Management, LLC | 6,428 | $1.30M | 0.09% | −1,144−15.1% | Reduced |
| Transatlantique Private Wealth LLC | 6,386 | $1.29M | 0.60% | +362+6.0% | Added |
| MRP Capital Investments, LLC | 6,329 | $1.28M | 1.38% | −9,532−60.1% | Reduced |
| Aviance Capital Partners, LLC | 6,197 | $1.25M | 0.27% | −15−0.2% | Reduced |
| STRS Ohio | 6,194 | $1.25M | 0.01% | +6,194 | New |
| Gs Investments, Inc. | 6,139 | $1.24M | 0.65% | −1,292−17.4% | Reduced |
| Precedent Wealth Partners, LLC | 6,030 | $1.22M | 0.62% | +6,030 | New |
| Chase Investment Counsel Corp | 6,000 | $1.21M | 0.53% | +6,000 | New |
| North Star Investment Management Corp. | 5,966 | $1.20M | 0.09% | 00.0% | Unchanged |
| Promethos Capital, LLC | 5,874 | $1.19M | 0.86% | +5,874 | New |
| Armistice Capital, LLC | 5,815 | $1.17M | 0.03% | +5,815 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,765 | $1.16M | 0.01% | −14,946−72.2% | Reduced |
| Ironwood Investment Management LLC | 5,732 | $1.16M | 0.61% | −46−0.8% | Reduced |
| JGP Wealth Management, LLC | 5,725 | $1.16M | 0.17% | +69+1.2% | Added |
| QRG Capital Management, Inc. | 5,692 | $1.15M | 0.02% | +460+8.8% | Added |
| SEI Investments Co | 5,652 | $1.14M | 0.00% | +447+8.6% | Added |
| Berkeley, Inc | 5,607 | $1.13M | 0.71% | −136−2.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,604 | $1.13M | 0.21% | −256−4.4% | Reduced |
| Quantinno Capital Management LP | 5,479 | $1.11M | 0.04% | +768+16.3% | Added |
| Securian Asset Management, Inc | 5,439 | $1.10M | 0.03% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 5,363 | $1.08M | 0.02% | +5,363 | New |
| Fulton Bank, N.A. | 5,345 | $1.08M | 0.05% | −944−15.0% | Reduced |
| Eukles Asset Management | 5,345 | $1.08M | 0.51% | +43+0.8% | Added |
| Strategic Investment Advisors | 5,273 | $1.06M | 0.15% | −177−3.2% | Reduced |
| Ossiam | 5,251 | $1.06M | 0.02% | −4,927−48.4% | Reduced |
| JT Stratford LLC | 5,237 | $1.06M | 0.24% | −4,074−43.8% | Reduced |
| Tredje AP-fonden | 5,211 | $1.05M | 0.01% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 5,100 | $1.03M | 0.08% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 5,000 | $1.01M | 0.13% | +5,000 | New |
| Caxton Associates LP | 4,976 | $1.00M | 0.05% | −1,933−28.0% | Reduced |
| Maryland State Retirement & Pension System | 4,973 | $1.00M | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,924 | $993.6K | 0.01% | −4,915−50.0% | Reduced |
| HSBC Holdings PLC | 4,730 | $954.7K | 0.00% | −20,746−81.4% | Reduced |
| Virtu Financial LLC | 4,731 | $954.0K | 0.08% | −3,312−41.2% | Reduced |
| Mariner, LLC | 4,694 | $947.2K | 0.00% | +724+18.2% | Added |
| Beaumont Asset Management, L.L.C. | 4,543 | $916.7K | 0.65% | −15−0.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,587 | $892.4K | 0.00% | −782−14.6% | Reduced |
| New Vernon Capital Holdings II LLC | 4,283 | $864.2K | 0.46% | +1,317+44.4% | Added |
| CIBC Private Wealth Group, LLC | 4,224 | $852.4K | 0.00% | −41−1.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,097 | $827.0K | 0.09% | +4,097 | New |
| Baird Financial Group, Inc. | 4,067 | $820.6K | 0.00% | −870−17.6% | Reduced |
| Commerce Bank | 4,039 | $815.0K | 0.01% | +22+0.5% | Added |
| Prairiewood Capital, LLC | 4,009 | $808.9K | 0.42% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 3,998 | $806.7K | 0.18% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,927 | $791.2K | 0.01% | +632+19.2% | Added |
| Private Advisory Group LLC | 3,820 | $770.8K | 0.13% | +3,820 | New |
| Steward Partners Investment Advisory, LLC | 3,736 | $753.9K | 0.01% | +134+3.7% | Added |
| Cresset Asset Management, LLC | 3,700 | $746.6K | 0.00% | −93−2.5% | Reduced |
| Neuberger Berman Group LLC | 3,665 | $739.5K | 0.00% | +280+8.3% | Added |
| Campbell & CO Investment Adviser LLC | 3,660 | $738.5K | 0.07% | +3,660 | New |
| Burney Co | 3,614 | $729.2K | 0.03% | −1,737−32.5% | Reduced |
| Elevated Capital Advisors, LLC | 3,575 | $721.4K | 0.23% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,534 | $713.1K | 0.10% | +573+19.4% | Added |
| D.A. Davidson & Co. | 3,464 | $699.0K | 0.01% | +1,772+104.7% | Added |
| Burton Enright Welch | 3,372 | $680.4K | 0.18% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,369 | $679.8K | 0.02% | −50−1.5% | Reduced |
| Brighton Jones LLC | 3,340 | $673.9K | 0.03% | +72+2.2% | Added |
| Versor Investments LP | 3,302 | $666.3K | 0.14% | +3,302 | New |
| Private Advisor Group, LLC | 3,276 | $661.1K | 0.01% | +525+19.1% | Added |
| Alliance Wealth Advisors, LLC | 3,257 | $657.3K | 0.22% | +156+5.0% | Added |
| Greenleaf Trust | 3,192 | $644.1K | 0.01% | +204+6.8% | Added |
| Ritholtz Wealth Management | 3,183 | $642.3K | 0.02% | +3,183 | New |
| Panagora Asset Management Inc | 3,180 | $641.7K | 0.00% | −1,077−25.3% | Reduced |
| RFG Advisory, LLC | 3,112 | $628.0K | 0.02% | −101−3.1% | Reduced |
| Mount Vernon Associates Inc | 3,100 | $626.0K | 0.61% | −125−3.9% | Reduced |
| DFPG Investments, LLC | 3,211 | $624.6K | 0.05% | +41+1.3% | Added |
| FourThought Financial Partners, LLC | 3,093 | $624.1K | 0.08% | −159−4.9% | Reduced |
| Westmount Partners, LLC | 3,088 | $623.1K | 0.25% | +15+0.5% | Added |
| Csenge Advisory Group | 3,086 | $622.7K | 0.04% | −294−8.7% | Reduced |
| Ci Investments Inc. | 3,070 | $619.0K | 0.00% | +1,340+77.5% | Added |
| Empirical Finance, LLC | 3,039 | $613.2K | 0.04% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 3,025 | $610.4K | 0.41% | +3,025 | New |
| Synovus Financial Corp | 2,950 | $595.2K | 0.01% | −2,606−46.9% | Reduced |
| Virtue Capital Management, LLC | 2,991 | $584.4K | 0.12% | +2,991 | New |
| L2 Asset Management, LLC | 2,871 | $579.3K | 0.24% | +2,871 | New |
| MAI Capital Management | 2,860 | $577.2K | 0.01% | +470+19.7% | Added |
| Jupiter Asset Management Ltd | 2,857 | $576.5K | 0.01% | +2,857 | New |
| BancorpSouth Bank | 2,844 | $573.9K | 0.05% | 00.0% | Unchanged |
| Renasant Bank | 2,829 | $570.8K | 0.45% | −190−6.3% | Reduced |
| Norden Group LLC | 2,823 | $569.7K | 0.10% | +1,019+56.5% | Added |
| Marshall Wace, LLP | 2,800 | $565.0K | 0.00% | +2,800 | New |
| Brown Advisory Inc | 2,791 | $563.2K | 0.00% | +681+32.3% | Added |
| Shelton Capital Management | 2,766 | $558.1K | 0.02% | −377−12.0% | Reduced |
| Hilltop Holdings Inc. | 2,760 | $556.9K | 0.06% | +235+9.3% | Added |
| Cullen/Frost Bankers, Inc. | 2,758 | $556.5K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,753 | $555.5K | 0.01% | +320+13.2% | Added |
| Stratos Wealth Partners, LTD. | 2,745 | $553.9K | 0.01% | +685+33.3% | Added |
| WESPAC Advisors, LLC | 2,735 | $551.9K | 0.38% | +2,735 | New |
| MainStreet Investment Advisors LLC | 2,708 | $546.4K | 0.06% | +257+10.5% | Added |