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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.

Institutional holdersQ4 2023: 679 institutions
Q1 2021: 560 institutionsQ2 2021: 577 institutionsQ3 2021: 599 institutionsQ4 2021: 651 institutionsQ1 2022: 622 institutionsQ2 2022: 613 institutionsQ3 2022: 617 institutionsQ4 2022: 617 institutionsQ1 2023: 609 institutionsQ2 2023: 589 institutionsQ3 2023: 598 institutionsQ4 2023: 679 institutionsQ1 2024: 808 institutionsQ2 2024: 822 institutionsQ3 2024: 830 institutionsQ4 2024: 898 institutionsQ1 2025: 902 institutionsQ2 2025: 917 institutionsQ3 2025: 943 institutionsQ4 2025: 948 institutionsQ1 2026: 932 institutionsQ2 2026: 1,006 institutions
Value heldQ4 2023: $12.7B
Q1 2021: $12.7BQ2 2021: $11.2BQ3 2021: $12.4BQ4 2021: $12.0BQ1 2022: $10.0BQ2 2022: $7.78BQ3 2022: $7.91BQ4 2022: $7.71BQ1 2023: $8.03BQ2 2023: $8.06BQ3 2023: $10.2BQ4 2023: $12.7BQ1 2024: $19.7BQ2 2024: $17.4BQ3 2024: $19.0BQ4 2024: $21.7BQ1 2025: $18.2BQ2 2025: $18.7BQ3 2025: $22.0BQ4 2025: $20.3BQ1 2026: $20.4BQ2 2026: $26.4B
Institutions holding WSM and their total value by quarter
QuarterHoldersValue
Q2 20261,006$26.4B
Q1 2026932$20.4B
Q4 2025948$20.3B
Q3 2025943$22.0B
Q2 2025917$18.7B
Q1 2025902$18.2B
Q4 2024898$21.7B
Q3 2024830$19.0B
Q2 2024822$17.4B
Q1 2024808$19.7B
Q4 2023679$12.7B
Q3 2023598$10.2B
Q2 2023589$8.06B
Q1 2023609$8.03B
Q4 2022617$7.71B
Q3 2022617$7.91B
Q2 2022613$7.78B
Q1 2022622$10.0B
Q4 2021651$12.0B
Q3 2021599$12.4B
Q2 2021577$11.2B
Q1 2021560$12.7B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q3 2023.

Institutions holding WSM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Park Avenue Securities LLC2,686$542.0K0.01%−521−16.2%Reduced
Buttonwood Financial Advisors Inc.2,683$541.4K0.30%+5+0.2%Added
Prospera Financial Services Inc2,670$538.8K0.02%−208−7.2%Reduced
Principal Securities, Inc.2,665$537.7K0.02%+2,665New
Cooper Financial Group2,660$536.8K0.10%+17+0.6%Added
TFG Advisers LLC2,642$533.1K0.22%+67+2.6%Added
MWA Asset Management2,550$514.5K0.43%−102−3.8%Reduced
Kestra Advisory Services, LLC2,513$507.1K0.00%−213−7.8%Reduced
Patten & Patten Inc2,507$506.0K0.04%−450−15.2%Reduced
CSS LLC2,500$504.4K0.04%−700−21.9%Reduced
Taurus Asset Management, LLC2,500$504.4K0.05%00.0%Unchanged
Oppenheimer & Co Inc2,490$502.4K0.01%+3+0.1%Added
Advisory Research Inc2,469$498.2K0.08%+2,469New
Inceptionr LLC2,415$487.3K0.35%−1,204−33.3%Reduced
AE Wealth Management LLC2,335$487.0K0.00%+564+31.8%Added
Cetera Investment Advisers2,394$483.1K0.00%−60−2.4%Reduced
Ethic Inc.2,372$478.6K0.01%+858+56.7%Added
Massmutual Trust Co FSB2,359$476.0K0.02%+230+10.8%Added
Resources Investment Advisors, LLC.2,357$475.6K0.01%−41−1.7%Reduced
Camelot Portfolios, LLC2,285$461.1K0.27%+2,285New
Scotia Capital Inc.2,282$460.5K0.00%−174−7.1%Reduced
Naples Global Advisors, LLC2,266$457.2K0.05%+12+0.5%Added
Ballentine Partners, LLC2,237$451.4K0.01%+521+30.4%Added
Mizuho Markets Americas LLC2,203$444.5K0.01%+2,203New
Choate Investment Advisors2,183$440.5K0.01%00.0%Unchanged
Signaturefd, LLC2,151$434.0K0.01%−10.0%Reduced
Lindenwold Advisors2,128$429.4K0.24%−96−4.3%Reduced
Handelsinvest Investeringsforvaltning2,127$429.0K0.18%+2,127New
Hantz Financial Services, Inc.2,115$427.0K0.01%−114−5.1%Reduced
McBroom & Associates, LLC2,089$421.5K0.31%−2−0.1%Reduced
Cambria Investment Management, L.P.2,084$420.5K0.03%+2,084New
Profund Advisors LLC2,081$419.9K0.02%+345+19.9%Added
SkyOak Wealth, LLC2,061$415.9K0.11%−84−3.9%Reduced
Paragon Capital Management Ltd2,033$410.2K0.08%−436−17.7%Reduced
Gallacher Capital Management LLC2,025$408.6K0.23%−1,090−35.0%Reduced
Denali Advisors LLC2,005$404.6K0.12%+1,800+878.0%Added
Wendell David Associates Inc2,000$404.0K0.04%00.0%Unchanged
Northstar Asset Management LLC2,000$403.6K0.11%00.0%Unchanged
Central Trust Co1,958$395.1K0.01%−17−0.9%Reduced
GWM Advisors LLC1,956$394.6K0.00%+1,129+136.5%Added
Nebula Research & Development LLC1,953$394.1K0.12%+1,953New
Center For Asset Management LLC1,938$391.0K0.36%−195−9.1%Reduced
Mount Yale Investment Advisors, LLC1,921$387.6K0.04%−262−12.0%Reduced
AMG National Trust Bank1,900$383.4K0.01%00.0%Unchanged
Winton Group Ltd1,893$382.0K0.03%−1,520−44.5%Reduced
Balanced Rock Investment Advisor1,890$381.4K0.34%+1,890New
CIBC Asset Management Inc1,865$376.3K0.00%00.0%Unchanged
Fulcrum Capital LLC1,860$375.3K0.10%+1,860New
Wolverine Trading, LLC1,858$374.9K0.00%−7,344−79.8%Reduced
Cetera Advisors LLC1,848$372.8K0.01%+382+26.1%Added
Vaughan David Investments LLC1,800$363.0K0.01%00.0%Unchanged
SG Americas Securities, LLC1,787$361.0K0.00%+800+81.1%Added
First Citizens Bank & Trust Co1,783$359.8K0.01%−92−4.9%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,774$358.0K0.01%−159−8.2%Reduced
Wade G W & Inc1,768$357.0K0.01%+1,768New
Eagle Harbor Asset Management Inc1,762$355.5K0.41%−906−34.0%Reduced
Alpha Omega Wealth Management LLC1,755$354.1K0.06%−28−1.6%Reduced
Absher Wealth Management, LLC1,728$348.7K0.05%−90−5.0%Reduced
Kapitalo Investimentos Ltda1,686$340.2K0.07%+1,686New
Institute for Wealth Management, LLC.1,684$339.9K0.06%−21−1.2%Reduced
Checchi Capital Advisers, LLC1,684$339.8K0.03%−85−4.8%Reduced
Keebeck Alpha, LP1,674$337.8K0.27%+1,674New
Gsa Capital Partners LLP1,664$336.0K0.03%+1,664New
Valeo Financial Advisors, LLC1,615$325.9K0.01%−100−5.8%Reduced
Envestnet Portfolio Solutions, Inc.1,613$325.4K0.00%−187−10.4%Reduced
PFG Investments, LLC1,610$324.9K0.06%+7+0.4%Added
Accuvest Global Advisors1,598$322.4K0.34%+1,598New
Darwin Advisors, LLC1,598$322.4K0.09%−251−13.6%Reduced
Prime Capital Investment Advisors, LLC1,580$318.8K0.00%−149−8.6%Reduced
Isthmus Partners, LLC1,572$317.2K0.04%+1,572New
Jeppson Wealth Management, LLC1,563$315.4K0.13%−8−0.5%Reduced
Ignite Planners, LLC1,550$315.1K0.09%00.0%Unchanged
Confluence Wealth Services, Inc.1,558$314.4K0.03%−60−3.7%Reduced
Waterloo Capital, L.P.1,550$312.8K0.05%+1,550New
TD Waterhouse Canada Inc.1,561$309.2K0.00%−94−5.7%Reduced
Gateway Wealth Partners, LLC1,500$302.7K0.12%00.0%Unchanged
CoreCap Advisors, LLC1,489$300.4K0.02%+1,489New
Ascent Group, LLC1,315$298.2K0.03%−75−5.4%Reduced
Brown Brothers Harriman & Co1,477$298.0K0.00%00.0%Unchanged
Keybank National Association1,473$297.2K0.00%+58+4.1%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,456$293.8K0.00%+440+43.3%Added
Greenwood Capital Associates LLC1,455$293.6K0.04%00.0%Unchanged
We Are One Seven, LLC1,450$292.6K0.02%−236−14.0%Reduced
Seven Mile Advisory1,437$290.0K0.25%+70+5.1%Added
Verition Fund Management LLC1,436$289.8K0.00%+1,436New
Lido Advisors, LLC1,434$289.4K0.00%+23+1.6%Added
XTX Topco Ltd1,412$284.9K0.06%−1,366−49.2%Reduced
Evergreen Capital Management LLC1,403$283.1K0.01%−3−0.2%Reduced
Centiva Capital, LP1,394$281.3K0.02%+1,394New
Mesirow Financial Investment Management, Inc.1,387$279.9K0.01%+1,387New
Bridgefront Capital, LLC1,381$278.7K0.21%+1,381New
Brown Capital Management LLC1,376$277.6K0.00%00.0%Unchanged
Change Path, LLC1,364$275.0K0.02%+1,364New
Trust Point Inc.1,359$274.2K0.02%+1,359New
Smithbridge Asset Management Inc1,360$274.0K0.06%−300−18.1%Reduced
Veriti Management LLC1,357$273.8K0.02%+1,357New
Northwestern Mutual Wealth Management Co1,351$272.6K0.00%−55−3.9%Reduced
Gateway Investment Advisers LLC1,344$271.2K0.00%−21−1.5%Reduced
Saxon Interests, Inc.1,343$271.0K0.14%+1,343New
Ameritas Advisory Services, LLC1,195$267.6K0.01%+1,195New