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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
Rosenberg Matthew Hamilton109$22.0K0.01%00.0%Unchanged
Bessemer Group Inc103$21.0K0.00%−44−29.9%Reduced
Front Row Advisors LLC100$20.2K0.01%−84−45.7%Reduced
HM Payson & Co100$20.2K0.00%00.0%Unchanged
Sittner & Nelson, LLC100$20.2K0.01%00.0%Unchanged
SYSTM Wealth Solutions LLC100$20.2K0.00%+100New
Plato Investment Management Ltd98$19.8K0.02%+98New
Exchange Traded Concepts, LLC97$19.6K0.00%−55−36.2%Reduced
Caitlin John, LLC95$19.1K0.02%+95New
Johnson Financial Group, Inc.90$18.2K0.00%+90New
Loomis Sayles & Co L P88$18.0K0.00%−100−53.2%Reduced
Cassady Schiller Wealth Management, LLC83$16.7K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC83$16.0K0.01%00.0%Unchanged
Smithfield Trust Co80$16.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC73$14.7K0.00%+21+40.4%Added
Red Tortoise LLC72$14.5K0.01%00.0%Unchanged
Quest Partners LLC66$13.3K0.00%+66New
Evolution Advisers, Inc.66$13.0K0.01%+66New
Foster Dykema Cabot & Partners, LLC61$12.3K0.00%+61New
BKM Wealth Management, LLC57$11.5K0.00%+57New
Glassman Wealth Services56$11.3K0.00%00.0%Unchanged
Scarborough Advisors, LLC55$11.0K0.00%+55New
Cetera Trust Company, N.A52$10.5K0.01%+52New
JFS Wealth Advisors, LLC51$10.3K0.00%+2+4.1%Added
Sandy Spring Bank49$9.87K0.00%00.0%Unchanged
Private Wealth Management Group, LLC45$9.08K0.00%+45New
GW&K Investment Management, LLC45$9.00K0.00%−10−18.2%Reduced
Westside Investment Management, Inc.42$8.47K0.00%00.0%Unchanged
Tidemark, LLC42$8.47K0.01%+42New
Manchester Capital Management LLC41$8.27K0.00%00.0%Unchanged
Advisors Preferred, LLC40$8.13K0.00%−13−24.5%Reduced
Umb Bank N A38$7.67K0.00%−173−82.0%Reduced
Davidson Capital Management Inc.37$7.47K0.00%−9−19.6%Reduced
WealthCollab, LLC37$7.47K0.01%+37New
Frazier Financial Advisors, LLC35$7.06K0.01%+35New
Mechanics Financial Corp35$7.06K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.33$6.74K0.00%−5−13.2%Reduced
Quarry LP33$6.66K0.00%−196−85.6%Reduced
Princeton Global Asset Management LLC32$6.46K0.00%00.0%Unchanged
Key Financial Inc31$6.25K0.00%00.0%Unchanged
Credit Agricole S A28$5.65K0.00%−132−82.5%Reduced
First United Bank Trust28$5.65K0.00%+28New
Smartleaf Asset Management LLC28$5.29K0.00%+28New
Lee Financial Co26$5.25K0.00%+12+85.7%Added
Farmers & Merchants Investments Inc26$5.25K0.00%00.0%Unchanged
Copeland Capital Management, LLC24$4.84K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC23$4.64K0.00%00.0%Unchanged
SJS Investment Consulting Inc.20$4.04K0.00%+3+17.6%Added
Fortitude Family Office, LLC20$4.04K0.00%+20New
Sachetta, LLC20$4.04K0.00%+20New
Harbour Investments, Inc.19$3.83K0.00%+4+26.7%Added
Gradient Investments LLC19$3.83K0.00%+6+46.2%Added
Versant Capital Management, Inc18$3.63K0.00%00.0%Unchanged
Castleview Partners, LLC18$3.63K0.00%00.0%Unchanged
Parkside Financial Bank & Trust16$3.23K0.00%−2−11.1%Reduced
EntryPoint Capital, LLC15$3.03K0.00%+15New
Dunhill Financial, LLC13$2.62K0.00%+13New
LGT Financial Advisors LLC13$2.62K0.00%+13New
Arlington Trust Co LLC13$2.62K0.00%+13New
Abich Financial Wealth Management LLC13$2.62K0.00%+13New
Hexagon Capital Partners LLC12$2.42K0.00%+9+300.0%Added
DiNuzzo Private Wealth, Inc.11$2.22K0.00%+11New
Toth Financial Advisory Corp10$2.02K0.00%00.0%Unchanged
Vima LLC10$2.02K0.00%+10New
Avion Wealth9$2.00K0.00%+9New
Atticus Wealth Management, LLC8$1.68K0.00%−2−20.0%Reduced
Iron Horse Wealth Management, LLC5$1.01K0.00%00.0%Unchanged
CGC Financial Services, LLC5$1.01K0.00%00.0%Unchanged
Horizon Investments, LLC5$1.00K0.00%+5New
Abound Wealth Management4$8380.00%00.0%Unchanged
Raffa Wealth Management, LLC4$8070.00%00.0%Unchanged
Valued Wealth Advisors LLC3$4700.00%+3New
True Wealth Design, LLC2$4040.00%00.0%Unchanged
Baystate Wealth Management LLC1$2520.00%+1New
Northwest Capital Management Inc1$2200.00%00.0%Unchanged
Tfo-TDC, LLC1$2020.00%−4−80.0%Reduced
State of Wyoming1$2020.00%+1New
Annis Gardner Whiting Capital Advisors, LLC1$2020.00%+1New
Bruce G. Allen Investments, LLC1$2020.00%+1New
Balyasny Asset Management LLC0$00.00%−464,355−100.0%Sold out
Steadfast Capital Management LP0$00.00%−373,562−100.0%Sold out
Cartenna Capital, LP0$00.00%−55,000−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−54,128−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−46,954−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−26,398−100.0%Sold out
Seven Eight Capital, LP0$00.00%−23,571−100.0%Sold out
Leuthold Group, LLC0$00.00%−20,768−100.0%Sold out
Walleye Capital LLC0$00.00%−17,548−100.0%Sold out
Nadler Financial Group, Inc.0$00.00%−17,500−100.0%Sold out
Simplex Trading, LLC0$00.00%−17,194−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−16,382−100.0%Sold out
Genus Capital Management Inc.0$00.00%−14,774−100.0%Sold out
Woodline Partners LP0$00.00%−14,685−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−10,192−100.0%Sold out
III Capital Management0$00.00%−9,722−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−8,800−100.0%Sold out
Rock Creek Group, LP0$00.00%−4,000−100.0%Sold out
Intech Investment Management LLC0$00.00%−3,944−100.0%Sold out
Impax Asset Management Group plc0$00.00%−3,619−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−3,542−100.0%Sold out