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 |
|---|---|---|---|---|---|
| Eagle Harbor Asset Management Inc | 852 | $270.5K | 0.29% | −910−51.6% | Reduced |
| Ehrlich Financial Group | 857 | $272.1K | 0.23% | +857 | New |
| Paulson Wealth Management Inc. | 858 | $272.4K | 0.08% | +858 | New |
| Arden Trust Co | 861 | $273.4K | 0.04% | +861 | New |
| RSM US Wealth Management LLC | 862 | $273.4K | 0.01% | +862 | New |
| Cahaba Wealth Management, Inc. | 866 | $275.0K | 0.03% | +866 | New |
| Intrua Financial, LLC | 866 | $275.0K | 0.04% | +866 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 869 | $275.9K | 0.01% | +869 | New |
| Tiemann Investment Advisors, LLC | 880 | $279.4K | 0.12% | +880 | New |
| Silverlake Wealth Management LLC | 900 | $285.8K | 0.15% | +900 | New |
| UniSuper Management Pty Ltd | 900 | $285.8K | 0.00% | +900 | New |
| Canopy Partners, LLC | 916 | $290.9K | 0.14% | +916 | New |
| Geneos Wealth Management Inc. | 917 | $291.1K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 923 | $293.1K | 0.03% | −108−10.5% | Reduced |
| High Note Wealth, LLC | 935 | $296.9K | 0.10% | +935 | New |
| Abacus Planning Group, Inc. | 936 | $297.2K | 0.06% | −78−7.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 942 | $299.0K | 0.01% | −161−14.6% | Reduced |
| King Luther Capital Management Corp | 951 | $302.0K | 0.00% | +951 | New |
| Roanoke Asset Management Corp | 950 | $302.0K | 0.10% | +950 | New |
| Catalina Capital Group, LLC | 972 | $308.6K | 0.13% | +972 | New |
| Thrive Capital Management, LLC | 977 | $310.4K | 0.17% | +977 | New |
| Intech Investment Management LLC | 988 | $313.7K | 0.00% | +988 | New |
| RBF Capital, LLC | 1,000 | $317.5K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,000 | $317.5K | 0.13% | 00.0% | Unchanged |
| Sapient Capital LLC | 1,000 | $317.5K | 0.01% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 1,000 | $317.5K | 0.01% | +1,000 | New |
| Keebeck Alpha, LP | 1,004 | $318.8K | 0.21% | −670−40.0% | Reduced |
| Oxford Asset Management LLP | 1,005 | $319.1K | 0.34% | +1,005 | New |
| BTC Capital Management, Inc. | 1,005 | $319.1K | 0.03% | +1,005 | New |
| Hyperion Capital Advisors LP | 1,010 | $320.7K | 0.15% | +1,010 | New |
| Avantax Advisory Services, Inc. | 1,013 | $321.7K | 0.00% | −127−11.1% | Reduced |
| Investment Partners Asset Management, Inc. | 1,021 | $324.2K | 0.29% | −113−10.0% | Reduced |
| Larson Financial Group LLC | 1,032 | $327.5K | 0.03% | +431+71.7% | Added |
| Benchmark Financial Wealth Advisors, LLC | 1,035 | $328.6K | 0.13% | +1,035 | New |
| Astoria Portfolio Advisors LLC. | 1,149 | $331.4K | 0.13% | −48−4.0% | Reduced |
| Strategic Blueprint, LLC | 1,054 | $334.7K | 0.02% | +49+4.9% | Added |
| Joel Isaacson & Co., LLC | 1,073 | $340.8K | 0.02% | +4+0.4% | Added |
| Leo Wealth, LLC | 1,083 | $341.3K | 0.03% | −1−0.1% | Reduced |
| Atria Wealth Solutions, Inc. | 1,087 | $345.2K | 0.00% | +1,087 | New |
| Rebalance, LLC | 1,090 | $346.1K | 0.03% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 1,107 | $351.5K | 0.18% | −918−45.3% | Reduced |
| Claret Asset Management Corp | 1,113 | $353.0K | 0.06% | −88−7.3% | Reduced |
| Wedbush Securities Inc | 1,111 | $353.0K | 0.01% | +1,111 | New |
| We Are One Seven, LLC | 1,113 | $353.4K | 0.02% | −337−23.2% | Reduced |
| Edmp, Inc. | 1,118 | $355.0K | 0.30% | 00.0% | Unchanged |
| American Money Management, LLC | 1,125 | $357.1K | 0.07% | +5+0.4% | Added |
| Prelude Capital Management, LLC | 1,127 | $357.9K | 0.02% | +1,127 | New |
| Occudo Quantitative Strategies LP | 1,129 | $358.5K | 0.06% | +1,129 | New |
| Dark Forest Capital Management LP | 1,131 | $359.1K | 0.06% | +1,131 | New |
| Pitcairn Co | 1,132 | $359.4K | 0.02% | +98+9.5% | Added |
| Sigma Planning Corp | 1,138 | $361.6K | 0.01% | +1,138 | New |
| Consolidated Planning Corp | 1,143 | $362.9K | 0.06% | +1,143 | New |
| IFP Advisors, Inc | 1,166 | $370.7K | 0.02% | +185+18.9% | Added |
| NorthRock Partners, LLC | 1,177 | $373.7K | 0.01% | −83−6.6% | Reduced |
| Hanseatic Management Services Inc | 1,179 | $374.4K | 0.57% | +935+383.2% | Added |
| Florida Financial Advisors, LLC | 1,182 | $375.5K | 0.28% | +1,182 | New |
| Ascent Group, LLC | 1,184 | $376.0K | 0.03% | −131−10.0% | Reduced |
| Glenview Trust Co | 1,186 | $376.6K | 0.01% | +16+1.4% | Added |
| Bleakley Financial Group, LLC | 1,199 | $380.7K | 0.01% | +71+6.3% | Added |
| Simplicity Wealth,LLC | 1,199 | $380.7K | 0.01% | +1,199 | New |
| Northwestern Mutual Wealth Management Co | 1,206 | $383.2K | 0.00% | −145−10.7% | Reduced |
| Motley Fool Asset Management LLC | 1,225 | $389.0K | 0.03% | +52+4.4% | Added |
| Syverson Strege & Co | 1,227 | $389.6K | 0.14% | +7+0.6% | Added |
| Forum Financial Management, LP | 1,240 | $393.6K | 0.01% | +1+0.1% | Added |
| Smithbridge Asset Management Inc | 1,250 | $396.9K | 0.08% | −110−8.1% | Reduced |
| TD Waterhouse Canada Inc. | 1,280 | $397.3K | 0.00% | −281−18.0% | Reduced |
| Klingman & Associates, LLC | 1,253 | $397.9K | 0.03% | −36−2.8% | Reduced |
| Centennial Bank | 1,255 | $398.5K | 0.20% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 1,285 | $408.0K | 0.11% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 1,305 | $414.0K | 0.11% | +1,305 | New |
| Saxon Interests, Inc. | 1,309 | $415.6K | 0.20% | −34−2.5% | Reduced |
| Quadrant Capital Group LLC | 1,313 | $416.9K | 0.03% | +44+3.5% | Added |
| Portside Wealth Group, LLC | 1,317 | $418.2K | 0.08% | +76+6.1% | Added |
| Gateway Investment Advisers LLC | 1,318 | $418.5K | 0.00% | −26−1.9% | Reduced |
| Colony Group, LLC | 1,318 | $419.0K | 0.00% | +1,318 | New |
| Proficio Capital Partners LLC | 1,320 | $419.2K | 0.05% | +76+6.1% | Added |
| Lincoln National Corp | 1,342 | $426.3K | 0.01% | +1,342 | New |
| Veriti Management LLC | 1,361 | $432.2K | 0.03% | +4+0.3% | Added |
| Parallel Advisors, LLC | 1,362 | $432.4K | 0.01% | +37+2.8% | Added |
| Trust Point Inc. | 1,367 | $434.1K | 0.03% | +8+0.6% | Added |
| Brown Capital Management LLC | 1,376 | $436.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,381 | $438.5K | 0.02% | −108−7.3% | Reduced |
| Balanced Rock Investment Advisor | 1,399 | $444.2K | 0.38% | −491−26.0% | Reduced |
| Degroof Petercam Asset Management | 1,400 | $444.5K | 0.01% | +1,400 | New |
| Handelsinvest Investeringsforvaltning | 1,400 | $445.0K | 0.21% | −727−34.2% | Reduced |
| Denali Advisors LLC | 1,403 | $445.5K | 0.13% | −602−30.0% | Reduced |
| Gsa Capital Partners LLP | 1,413 | $449.0K | 0.04% | −251−15.1% | Reduced |
| Genus Capital Management Inc. | 1,421 | $451.2K | 0.06% | +1,421 | New |
| Trajan Wealth LLC | 1,427 | $453.1K | 0.03% | +1,427 | New |
| Seven Mile Advisory | 1,439 | $456.9K | 0.35% | +2+0.1% | Added |
| Greenwood Capital Associates LLC | 1,455 | $462.0K | 0.06% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,462 | $464.2K | 0.02% | +59+4.2% | Added |
| Keybank National Association | 1,473 | $467.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,477 | $469.0K | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 1,496 | $475.0K | 0.05% | −76−4.8% | Reduced |
| Alpha Omega Wealth Management LLC | 1,500 | $476.3K | 0.09% | −255−14.5% | Reduced |
| Gateway Wealth Partners, LLC | 1,500 | $476.3K | 0.17% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,510 | $479.6K | 0.00% | −103−6.4% | Reduced |
| Lido Advisors, LLC | 1,533 | $486.9K | 0.00% | +99+6.9% | Added |
| Ignite Planners, LLC | 1,546 | $486.9K | 0.14% | −4−0.3% | Reduced |