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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1,325 | $267.4K | 0.01% | −615−31.7% | Reduced |
| Independent Financial Group, LLC | 1,310 | $264.3K | 0.01% | +1,310 | New |
| Klingman & Associates, LLC | 1,289 | $260.1K | 0.02% | +1,289 | New |
| Plimoth Trust Co LLC | 1,285 | $259.3K | 0.07% | −25−1.9% | Reduced |
| Quadrant Capital Group LLC | 1,269 | $256.1K | 0.02% | +78+6.5% | Added |
| NorthRock Partners, LLC | 1,260 | $254.2K | 0.01% | +1,260 | New |
| Centennial Bank | 1,255 | $253.2K | 0.15% | 00.0% | Unchanged |
| Leo Wealth, LLC | 1,084 | $253.0K | 0.03% | +1,084 | New |
| Linden Thomas Advisory Services, LLC | 1,252 | $252.6K | 0.05% | +1,252 | New |
| Proficio Capital Partners LLC | 1,244 | $251.0K | 0.03% | +1,244 | New |
| Portside Wealth Group, LLC | 1,241 | $250.4K | 0.05% | +1,241 | New |
| Forum Financial Management, LP | 1,239 | $250.1K | 0.00% | +1,239 | New |
| Syverson Strege & Co | 1,220 | $246.2K | 0.10% | +1,220 | New |
| Astoria Portfolio Advisors LLC. | 1,197 | $245.0K | 0.10% | +1,197 | New |
| Graypoint LLC | 1,203 | $242.7K | 0.02% | +1,203 | New |
| Claret Asset Management Corp | 1,201 | $242.0K | 0.04% | +1,201 | New |
| KBC Group NV | 1,187 | $240.0K | 0.00% | +120+11.2% | Added |
| Motley Fool Asset Management LLC | 1,173 | $236.7K | 0.02% | −147−11.1% | Reduced |
| Glenview Trust Co | 1,170 | $236.1K | 0.01% | −401−25.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 1,159 | $233.9K | 0.05% | +1,159 | New |
| Lakeview Capital Partners, LLC | 1,150 | $232.1K | 0.04% | +1,150 | New |
| Avantax Advisory Services, Inc. | 1,140 | $230.0K | 0.00% | −398−25.9% | Reduced |
| Investment Partners Asset Management, Inc. | 1,134 | $228.8K | 0.23% | +1,134 | New |
| Bleakley Financial Group, LLC | 1,128 | $227.6K | 0.01% | +1,128 | New |
| American Money Management, LLC | 1,120 | $226.0K | 0.05% | +1,120 | New |
| Sawtooth Solutions, LLC | 1,119 | $225.8K | 0.01% | +1,119 | New |
| Edmp, Inc. | 1,118 | $225.6K | 0.21% | +1,118 | New |
| Phillips Wealth Planners LLC | 1,078 | $223.0K | 0.27% | +1,078 | New |
| Benjamin F. Edwards & Company, Inc. | 1,103 | $222.0K | 0.00% | +696+171.0% | Added |
| Rebalance, LLC | 1,090 | $219.9K | 0.02% | +1,090 | New |
| Joel Isaacson & Co., LLC | 1,069 | $215.7K | 0.01% | +1,069 | New |
| Buckingham Strategic Wealth, LLC | 1,053 | $212.4K | 0.00% | +1,053 | New |
| Pitcairn Co | 1,034 | $208.6K | 0.02% | +1,034 | New |
| Intrust Bank NA | 1,031 | $208.0K | 0.02% | +1,031 | New |
| Abacus Planning Group, Inc. | 1,014 | $204.6K | 0.04% | +1,014 | New |
| Traverso Chambers Private Wealth Management, LLC | 1,008 | $203.4K | 0.05% | +1,008 | New |
| Strategic Blueprint, LLC | 1,005 | $202.8K | 0.02% | +1,005 | New |
| Indiana Trust & Investment Management CO | 1,000 | $201.8K | 0.09% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,000 | $201.8K | 0.01% | +1,000 | New |
| Sapient Capital LLC | 1,000 | $201.8K | 0.01% | +1,000 | New |
| Silvercrest Asset Management Group LLC | 993 | $200.4K | 0.00% | +993 | New |
| IFP Advisors, Inc | 981 | $198.0K | 0.01% | +778+383.3% | Added |
| Spire Wealth Management | 911 | $188.0K | 0.01% | +5+0.6% | Added |
| Geneos Wealth Management Inc. | 917 | $185.0K | 0.01% | +1+0.1% | Added |
| Bangor Savings Bank | 853 | $172.1K | 0.02% | −143−14.4% | Reduced |
| Pflug Koory, LLC | 811 | $163.6K | 0.09% | −56−6.5% | Reduced |
| Advisory Services Network, LLC | 779 | $157.2K | 0.00% | +779 | New |
| Private Trust Co NA | 753 | $151.9K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 720 | $145.3K | 0.05% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 710 | $142.0K | 0.00% | +710 | New |
| Larson Financial Group LLC | 601 | $121.2K | 0.01% | +272+82.7% | Added |
| Focused Wealth Management, Inc | 600 | $121.1K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 588 | $118.6K | 0.01% | +41+7.5% | Added |
| Global Retirement Partners, LLC | 570 | $115.8K | 0.00% | −57−9.1% | Reduced |
| Impact Partnership Wealth, LLC | 571 | $115.3K | 0.04% | −469−45.1% | Reduced |
| Banque Cantonale Vaudoise | 563 | $114.0K | 0.00% | +13+2.4% | Added |
| Fifth Third Bancorp | 561 | $113.2K | 0.00% | +3+0.5% | Added |
| Neo Ivy Capital Management | 562 | $113.0K | 0.25% | +562 | New |
| GAMMA Investing LLC | 563 | $108.9K | 0.03% | +563 | New |
| FinTrust Capital Advisors, LLC | 521 | $105.1K | 0.02% | +45+9.5% | Added |
| Proequities, Inc. | 500 | $100.9K | 0.01% | −334−40.0% | Reduced |
| Colonial Trust Co | 489 | $98.7K | 0.02% | −296−37.7% | Reduced |
| JJJ Advisors Inc. | 480 | $96.9K | 0.02% | +18+3.9% | Added |
| Planned Solutions, Inc. | 480 | $96.9K | 0.05% | +480 | New |
| AdvisorNet Financial, Inc | 473 | $95.4K | 0.01% | +5+1.1% | Added |
| Atlantic Trust, LLC | 469 | $94.6K | 0.03% | 00.0% | Unchanged |
| NVWM, LLC | 425 | $85.8K | 0.03% | 00.0% | Unchanged |
| Amundi | 422 | $85.0K | 0.00% | −28,912−98.6% | Reduced |
| Capital Advisors, Ltd. LLC | 408 | $82.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 400 | $81.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 400 | $80.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 342 | $69.0K | 0.00% | −129−27.4% | Reduced |
| Huntington National Bank | 322 | $65.0K | 0.00% | +6+1.9% | Added |
| Ronald Blue Trust, Inc. | 408 | $64.0K | 0.00% | +86+26.7% | Added |
| Evermay Wealth Management LLC | 300 | $60.5K | 0.01% | +300 | New |
| Quent Capital, LLC | 299 | $60.4K | 0.01% | +65+27.8% | Added |
| Harbor Investment Advisory, LLC | 298 | $60.1K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 289 | $59.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 289 | $58.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 284 | $57.3K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 275 | $55.6K | 0.01% | +10+3.8% | Added |
| DB Wealth Management Group, LLC | 275 | $55.5K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 263 | $53.0K | 0.01% | +263 | New |
| Hanseatic Management Services Inc | 244 | $49.2K | 0.09% | +244 | New |
| Richardson Financial Services Inc. | 236 | $47.6K | 0.04% | +236 | New |
| Lindbrook Capital, LLC | 231 | $46.6K | 0.00% | +54+30.5% | Added |
| First Horizon Advisors, Inc. | 230 | $46.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 200 | $40.4K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 174 | $35.1K | 0.02% | −22−11.2% | Reduced |
| Allworth Financial LP | 172 | $34.8K | 0.00% | +25+17.0% | Added |
| Covestor Ltd | 151 | $30.0K | 0.02% | −15−9.0% | Reduced |
| Farther Finance Advisors, LLC | 148 | $29.9K | 0.00% | +13+9.6% | Added |
| Desjardins Global Asset Management Inc. | 138 | $27.8K | 0.00% | +3+2.2% | Added |
| Whittier Trust Co of Nevada Inc | 136 | $27.4K | 0.00% | −3−2.2% | Reduced |
| Bell Investment Advisors, Inc | 134 | $27.0K | 0.01% | +18+15.5% | Added |
| MCF Advisors LLC | 125 | $25.2K | 0.00% | +125 | New |
| Tradition Wealth Management, LLC | 121 | $25.0K | 0.00% | +29+31.5% | Added |
| Hobbs Group Advisors, LLC | 117 | $23.6K | 0.01% | +117 | New |
| Newbridge Financial Services Group, Inc. | 116 | $23.4K | 0.01% | +1+0.9% | Added |
| Global X Japan Co., Ltd. | 115 | $23.2K | 0.01% | +115 | New |