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, Q1 2024
Institutional positions in Williams Sonoma Inc as of Mar 31, 2024. 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
- 808
- +142 vs. Q4 2023
- Shares held
- 62.2M
- −786.7K (−1.2%) vs. Q4 2023
- Total value
- $19.7B
- +$6.95B (+54.7%) vs. Q4 2023
- New holders
- 195
- 214 more added
- Sold out
- 53
- 295 more reduced
13 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $318 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1 | $318 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $318 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $318 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $319 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1 | $347 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $630 | 0.00% | +1 | New |
| Atticus Wealth Management, LLC | 2 | $751 | 0.00% | −6−75.0% | Reduced |
| True Wealth Design, LLC | 3 | $953 | 0.00% | +1+50.0% | Added |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Vima LLC | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $1.27K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 4 | $1.27K | 0.00% | +4 | New |
| Abound Wealth Management | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 5 | $1.59K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 5 | $1.59K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 5 | $1.59K | 0.00% | +5 | New |
| Pacific Center for Financial Services | 5 | $1.59K | 0.00% | +5 | New |
| Horizon Investments, LLC | 8 | $2.53K | 0.00% | +3+60.0% | Added |
| Continuum Advisory, LLC | 9 | $2.87K | 0.00% | +9 | New |
| Avion Wealth | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $3.18K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $3.49K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 12 | $3.81K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $4.04K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $4.13K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 13 | $4.13K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 15 | $4.76K | 0.00% | −1−6.3% | Reduced |
| Hilltop National Bank | 15 | $4.76K | 0.00% | +15 | New |
| Altshuler Shaham Ltd | 16 | $5.08K | 0.00% | +16 | New |
| LRI Investments, LLC | 16 | $5.08K | 0.00% | +16 | New |
| Harbour Investments, Inc. | 18 | $5.72K | 0.00% | −1−5.3% | Reduced |
| Versant Capital Management, Inc | 18 | $5.72K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 18 | $5.72K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 19 | $6.03K | 0.00% | +16+533.3% | Added |
| SJS Investment Consulting Inc. | 20 | $6.35K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $6.35K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 21 | $6.67K | 0.01% | +8+61.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 23 | $7.30K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 24 | $7.62K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 26 | $8.26K | 0.00% | −11−29.7% | Reduced |
| Farmers & Merchants Investments Inc | 26 | $8.26K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 28 | $8.89K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 30 | $9.53K | 0.00% | −11,397−99.7% | Reduced |
| Key Financial Inc | 31 | $9.84K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 30 | $10.0K | 0.00% | −15−33.3% | Reduced |
| Princeton Global Asset Management LLC | 32 | $10.2K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 33 | $10.5K | 0.00% | +33 | New |
| SRS Capital Advisors, Inc. | 34 | $10.6K | 0.00% | +1+3.0% | Added |
| Ancora Advisors, LLC | 34 | $10.8K | 0.00% | +34 | New |
| WealthCollab, LLC | 37 | $11.7K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 41 | $13.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 42 | $13.3K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 42 | $13.3K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 42 | $13.4K | 0.00% | +42 | New |
| Private Wealth Management Group, LLC | 45 | $14.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 46 | $14.6K | 0.00% | −79−63.2% | Reduced |
| Meeder Asset Management Inc | 48 | $15.2K | 0.00% | +48 | New |
| Sandy Spring Bank | 49 | $15.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $16.2K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 52 | $16.5K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 52 | $16.5K | 0.01% | +52 | New |
| Umb Bank N A | 55 | $17.5K | 0.00% | +17+44.7% | Added |
| LGT Financial Advisors LLC | 58 | $18.4K | 0.02% | +45+346.2% | Added |
| Mechanics Financial Corp | 60 | $19.1K | 0.01% | +25+71.4% | Added |
| Washington Trust Co | 60 | $19.1K | 0.00% | +60 | New |
| Foster Dykema Cabot & Partners, LLC | 61 | $19.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 66 | $21.0K | 0.02% | +31+88.6% | Added |
| Distillate Capital Partners LLC | 66 | $21.0K | 3.52% | +66 | New |
| Evolution Advisers, Inc. | 66 | $21.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 67 | $21.0K | 0.00% | +39+139.3% | Added |
| Rogco, LP | 71 | $22.5K | 0.01% | −103−59.2% | Reduced |
| Red Tortoise LLC | 72 | $22.9K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 72 | $22.9K | 0.00% | −28−28.0% | Reduced |
| Caitlin John, LLC | 72 | $23.0K | 0.02% | −23−24.2% | Reduced |
| Clearstead Advisors, LLC | 73 | $23.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 75 | $23.8K | 0.00% | −22−22.7% | Reduced |
| Smithfield Trust Co | 80 | $25.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 83 | $26.4K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 83 | $26.4K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 93 | $29.5K | 0.03% | +78+520.0% | Added |
| Bartlett & Co. Wealth Management LLC | 94 | $29.8K | 0.00% | −195−67.5% | Reduced |
| HM Payson & Co | 100 | $31.8K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $31.8K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $31.8K | 0.01% | +100 | New |
| Newbridge Financial Services Group, Inc. | 104 | $32.9K | 0.01% | −12−10.3% | Reduced |
| Contravisory Investment Management, Inc. | 105 | $33.3K | 0.01% | +105 | New |
| Rosenberg Matthew Hamilton | 109 | $34.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 112 | $35.0K | 0.02% | −39−25.8% | Reduced |
| Quarry LP | 122 | $38.7K | 0.02% | +89+269.7% | Added |
| Whittier Trust Co of Nevada Inc | 128 | $40.6K | 0.00% | −8−5.9% | Reduced |
| Bell Investment Advisors, Inc | 134 | $42.5K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 142 | $44.7K | 0.09% | +142 | New |
| Farther Finance Advisors, LLC | 148 | $46.6K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 189 | $52.8K | 0.00% | +161+575.0% | Added |
| Rise Advisors, LLC | 168 | $53.3K | 0.03% | +168 | New |
| FinTrust Capital Advisors, LLC | 172 | $54.6K | 0.01% | −349−67.0% | Reduced |
| Atlantic Trust, LLC | 180 | $57.2K | 0.01% | −289−61.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 182 | $57.9K | 0.01% | −5,422−96.8% | Reduced |
| Richardson Financial Services Inc. | 184 | $58.4K | 0.04% | −52−22.0% | Reduced |