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 |
|---|---|---|---|---|---|
| Jeppson Wealth Management, LLC | 1,535 | $487.4K | 0.19% | −28−1.8% | Reduced |
| Resonant Capital Advisors, LLC | 1,544 | $490.3K | 0.04% | +1,544 | New |
| Kaizen Financial Strategies | 1,545 | $490.6K | 0.33% | +1,545 | New |
| Wambolt & Associates, LLC | 1,567 | $493.5K | 0.15% | +1,567 | New |
| Confluence Wealth Services, Inc. | 1,558 | $494.7K | 0.04% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 1,564 | $496.6K | 0.05% | +1,564 | New |
| Two Sigma Securities, LLC | 1,584 | $503.0K | 0.02% | +1,584 | New |
| Accuvest Global Advisors | 1,598 | $507.0K | 0.22% | 00.0% | Unchanged |
| Lisanti Capital Growth, LLC | 1,630 | $517.6K | 0.13% | +1,630 | New |
| Prime Capital Investment Advisors, LLC | 1,669 | $530.0K | 0.01% | +89+5.6% | Added |
| Checchi Capital Advisers, LLC | 1,684 | $534.7K | 0.04% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 1,709 | $542.7K | 0.08% | −19−1.1% | Reduced |
| Duality Advisers, LP | 1,742 | $553.1K | 0.05% | −14,060−89.0% | Reduced |
| Chicago Trust Co NA | 1,795 | $570.0K | 0.12% | +1,795 | New |
| Vaughan David Investments LLC | 1,800 | $572.0K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,807 | $573.8K | 0.04% | −114−5.9% | Reduced |
| First Citizens Bank & Trust Co | 1,837 | $583.3K | 0.01% | +54+3.0% | Added |
| Fulcrum Capital LLC | 1,860 | $590.6K | 0.14% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,863 | $591.6K | 0.02% | +1,863 | New |
| CIBC Asset Management Inc | 1,865 | $592.2K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 1,871 | $594.1K | 0.02% | +1,871 | New |
| Center For Asset Management LLC | 1,873 | $594.8K | 0.49% | −65−3.4% | Reduced |
| SkyOak Wealth, LLC | 1,894 | $601.4K | 0.14% | −167−8.1% | Reduced |
| PFG Investments, LLC | 1,916 | $608.4K | 0.04% | +306+19.0% | Added |
| Cambria Investment Management, L.P. | 1,926 | $611.6K | 0.04% | −158−7.6% | Reduced |
| Central Trust Co | 1,958 | $621.7K | 0.02% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 2,000 | $635.1K | 0.16% | 00.0% | Unchanged |
| Wendell David Associates Inc | 2,013 | $639.0K | 0.06% | +13+0.7% | Added |
| Grey Street Capital, LLC | 2,013 | $639.2K | 0.09% | +2,013 | New |
| Hantz Financial Services, Inc. | 2,023 | $642.0K | 0.01% | −92−4.3% | Reduced |
| Paragon Capital Management Ltd | 2,037 | $647.1K | 0.11% | +4+0.2% | Added |
| Ethic Inc. | 2,056 | $652.8K | 0.02% | −316−13.3% | Reduced |
| McBroom & Associates, LLC | 2,090 | $663.6K | 0.44% | +10.0% | Added |
| AMG National Trust Bank | 2,092 | $664.3K | 0.02% | +192+10.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,103 | $667.9K | 0.02% | +329+18.5% | Added |
| Lindenwold Advisors | 2,106 | $668.7K | 0.36% | −22−1.0% | Reduced |
| Three Seasons Wealth, LLC | 2,167 | $672.4K | 0.47% | +2,167 | New |
| Sherbrooke Park Advisers LLC | 2,130 | $676.3K | 0.13% | +2,130 | New |
| Counterpoint Mutual Funds LLC | 2,139 | $679.2K | 0.17% | +2,139 | New |
| Choate Investment Advisors | 2,183 | $693.2K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,196 | $697.3K | 0.04% | +802+57.5% | Added |
| Scotia Capital Inc. | 2,216 | $703.6K | 0.00% | −66−2.9% | Reduced |
| Mirabella Financial Services LLP | 2,237 | $710.3K | 0.05% | +2,237 | New |
| MWA Asset Management | 2,241 | $711.6K | 0.52% | −309−12.1% | Reduced |
| Naples Global Advisors, LLC | 2,254 | $715.7K | 0.07% | −12−0.5% | Reduced |
| Kestra Advisory Services, LLC | 2,256 | $716.3K | 0.00% | −257−10.2% | Reduced |
| Ci Investments Inc. | 2,272 | $721.0K | 0.00% | −798−26.0% | Reduced |
| Principal Securities, Inc. | 2,283 | $724.9K | 0.02% | −382−14.3% | Reduced |
| Graypoint LLC | 2,302 | $731.0K | 0.05% | +1,099+91.4% | Added |
| Signaturefd, LLC | 2,344 | $744.3K | 0.02% | +193+9.0% | Added |
| Resources Investment Advisors, LLC. | 2,345 | $744.6K | 0.01% | −12−0.5% | Reduced |
| Csenge Advisory Group | 2,362 | $750.0K | 0.04% | −724−23.5% | Reduced |
| CSS LLC | 2,400 | $762.1K | 0.06% | −100−4.0% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,438 | $774.2K | 0.36% | −245−9.1% | Reduced |
| Metis Global Partners, LLC | 2,447 | $777.0K | 0.03% | +2,447 | New |
| Massmutual Trust Co FSB | 2,454 | $779.2K | 0.02% | +95+4.0% | Added |
| Prospera Financial Services Inc | 2,462 | $781.8K | 0.02% | −208−7.8% | Reduced |
| Jump Financial, LLC | 2,480 | $787.5K | 0.02% | +2,480 | New |
| Change Path, LLC | 2,483 | $788.0K | 0.03% | +1,119+82.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,493 | $791.6K | 0.03% | +2,493 | New |
| CIBC World Markets Corp | 2,495 | $792.2K | 0.01% | +2,495 | New |
| Ballentine Partners, LLC | 2,499 | $793.5K | 0.02% | +262+11.7% | Added |
| Taurus Asset Management, LLC | 2,500 | $793.8K | 0.08% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 2,503 | $794.8K | 0.10% | −205−7.6% | Reduced |
| Patten & Patten Inc | 2,507 | $796.2K | 0.06% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 2,513 | $798.0K | 0.01% | +23+0.9% | Added |
| SkyView Investment Advisors, LLC | 2,525 | $802.0K | 0.15% | +2,525 | New |
| Alexander Labrunerie & Co., Inc. | 2,533 | $804.3K | 0.45% | +2,533 | New |
| Profund Advisors LLC | 2,536 | $805.3K | 0.03% | +455+21.9% | Added |
| Stratos Wealth Partners, LTD. | 2,591 | $822.7K | 0.01% | −154−5.6% | Reduced |
| Cooper Financial Group | 2,639 | $837.9K | 0.14% | −21−0.8% | Reduced |
| Modern Wealth Management, LLC | 2,646 | $840.2K | 0.08% | +2,646 | New |
| TFG Advisers LLC | 2,663 | $845.5K | 0.33% | +21+0.8% | Added |
| Renasant Bank | 2,674 | $849.1K | 0.60% | −155−5.5% | Reduced |
| E. Ohman J:or Asset Management AB | 2,700 | $857.3K | 0.02% | +2,700 | New |
| Shelton Capital Management | 2,709 | $860.2K | 0.02% | −57−2.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,727 | $865.9K | 0.01% | −11,488−80.8% | Reduced |
| Burney Co | 2,730 | $866.9K | 0.03% | −884−24.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,749 | $872.9K | 0.00% | +1,293+88.8% | Added |
| Cullen/Frost Bankers, Inc. | 2,758 | $875.7K | 0.01% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 2,798 | $888.4K | 0.85% | +2,798 | New |
| CWM Advisors, LLC | 2,808 | $891.6K | 0.09% | +2,808 | New |
| BancorpSouth Bank | 2,854 | $906.2K | 0.07% | +10+0.4% | Added |
| Virtue Capital Management, LLC | 3,153 | $911.5K | 0.16% | +162+5.4% | Added |
| Brown Advisory Inc | 2,901 | $921.2K | 0.00% | +110+3.9% | Added |
| GWM Advisors LLC | 2,947 | $935.9K | 0.01% | +991+50.7% | Added |
| Park Avenue Securities LLC | 2,956 | $939.0K | 0.01% | +270+10.1% | Added |
| Synovus Financial Corp | 2,962 | $940.5K | 0.01% | +12+0.4% | Added |
| WESPAC Advisors, LLC | 2,991 | $949.7K | 0.55% | +256+9.4% | Added |
| Empirical Finance, LLC | 3,039 | $965.0K | 0.06% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,042 | $965.9K | 0.02% | −327−9.7% | Reduced |
| Bank of Nova Scotia | 3,083 | $978.9K | 0.00% | +3,083 | New |
| Westmount Partners, LLC | 3,092 | $981.7K | 0.35% | +4+0.1% | Added |
| Mount Vernon Associates Inc | 3,100 | $984.0K | 0.83% | 00.0% | Unchanged |
| RFG Advisory, LLC | 3,109 | $987.1K | 0.03% | −3−0.1% | Reduced |
| Greenleaf Trust | 3,149 | $999.9K | 0.01% | −43−1.3% | Reduced |
| L2 Asset Management, LLC | 3,169 | $1.01M | 0.33% | +298+10.4% | Added |
| Panagora Asset Management Inc | 3,180 | $1.01M | 0.01% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 3,224 | $1.02M | 0.07% | +3,224 | New |
| Tower Research Capital LLC (TRC) | 3,250 | $1.03M | 0.02% | −5,093−61.0% | Reduced |