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 |
|---|---|---|---|---|---|
| Ossiam | 7,926 | $2.52M | 0.04% | +2,675+50.9% | Added |
| Foster & Motley Inc | 7,993 | $2.54M | 0.17% | −475−5.6% | Reduced |
| CIBC World Markets Inc. | 8,116 | $2.58M | 0.01% | +8,116 | New |
| Cambridge Investment Research Advisors, Inc. | 8,183 | $2.60M | 0.01% | −30.0% | Reduced |
| Caxton Associates LP | 8,266 | $2.62M | 0.18% | +3,290+66.1% | Added |
| Federated Hermes, Inc. | 8,326 | $2.64M | 0.01% | −180−2.1% | Reduced |
| Martingale Asset Management L P | 8,352 | $2.65M | 0.05% | −1,265−13.2% | Reduced |
| Qube Research & Technologies Ltd | 8,355 | $2.65M | 0.00% | −8,878−51.5% | Reduced |
| Occidental Asset Management, LLC | 8,390 | $2.66M | 0.50% | +1,727+25.9% | Added |
| Bank of Stockton | 8,521 | $2.71M | 0.84% | −8−0.1% | Reduced |
| Vestcor Inc | 8,593 | $2.73M | 0.09% | −8,786−50.6% | Reduced |
| Cascade Investment Advisors, Inc. | 8,642 | $2.74M | 1.79% | −525−5.7% | Reduced |
| Chartwell Investment Partners, LLC | 8,680 | $2.76M | 0.10% | +8,680 | New |
| Stratos Wealth Advisors, LLC | 8,912 | $2.83M | 0.17% | +31+0.3% | Added |
| Hunter Associates Investment Management LLC | 8,907 | $2.83M | 0.48% | +945+11.9% | Added |
| Gleason Group, Inc. | 8,969 | $2.85M | 0.60% | +36+0.4% | Added |
| Alberta Investment Management Corp | 9,000 | $2.86M | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 9,086 | $2.87M | 0.00% | −6,765−42.7% | Reduced |
| Parsons Capital Management Inc | 9,124 | $2.90M | 0.20% | +412+4.7% | Added |
| Level Four Advisory Services, LLC | 14,385 | $2.90M | 0.16% | +552+4.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,147 | $2.90M | 0.03% | +5,220+132.9% | Added |
| Range Financial Group LLC | 9,189 | $2.92M | 1.52% | −149−1.6% | Reduced |
| Concord Asset Management, LLC | 9,256 | $2.94M | 0.77% | +9,256 | New |
| Concord Wealth Partners | 9,289 | $2.95M | 0.53% | +9,289 | New |
| Simplex Trading, LLC | 9,507 | $3.02M | 0.09% | +9,507 | New |
| DnB Asset Management AS | 9,506 | $3.02M | 0.02% | +9,506 | New |
| Roberts Wealth Advisors, LLC | 10,515 | $3.03M | 1.13% | −71−0.7% | Reduced |
| Ontario Teachers Pension Plan Board | 9,576 | $3.04M | 0.03% | −2,798−22.6% | Reduced |
| GHP Investment Advisors, Inc. | 9,591 | $3.05M | 0.15% | +368+4.0% | Added |
| Valley National Advisers Inc | 9,685 | $3.07M | 0.46% | −679−6.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,896 | $3.14M | 0.01% | +9,896 | New |
| Stifel Financial Corp | 10,083 | $3.20M | 0.00% | −5,916−37.0% | Reduced |
| Vision Capital Management, Inc. | 10,212 | $3.24M | 0.48% | −117−1.1% | Reduced |
| Empowered Funds, LLC | 10,319 | $3.28M | 0.06% | −2,018−16.4% | Reduced |
| Formidable Asset Management, LLC | 10,423 | $3.31M | 0.54% | −1,848−15.1% | Reduced |
| Stonebridge Capital Management Inc | 10,460 | $3.32M | 1.48% | −60−0.6% | Reduced |
| Twin Capital Management Inc | 10,462 | $3.32M | 0.41% | −869−7.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,595 | $3.36M | 0.01% | +4,830+83.8% | Added |
| Advisors Asset Management, Inc. | 10,952 | $3.48M | 0.07% | −148−1.3% | Reduced |
| Utah Retirement Systems | 10,988 | $3.49M | 0.04% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 11,020 | $3.50M | 0.10% | −4,880−30.7% | Reduced |
| Xponance, Inc. | 11,212 | $3.56M | 0.04% | +2,642+30.8% | Added |
| Vinva Investment Management Ltd | 11,284 | $3.58M | 0.21% | +11,284 | New |
| Tocqueville Asset Management L.P. | 11,326 | $3.60M | 0.06% | +436+4.0% | Added |
| Sequoia Financial Advisors, LLC | 11,383 | $3.61M | 0.04% | −50−0.4% | Reduced |
| Mercer Global Advisors Inc | 11,683 | $3.71M | 0.01% | +4,527+63.3% | Added |
| IFM Investors Pty Ltd | 11,774 | $3.74M | 0.04% | +11,774 | New |
| Martin Capital Advisors, LLP | 11,821 | $3.75M | 2.94% | −35−0.3% | Reduced |
| Peapack Gladstone Financial Corp | 11,837 | $3.76M | 0.06% | −519−4.2% | Reduced |
| Centric Wealth Management | 13,189 | $3.78M | 1.20% | +229+1.8% | Added |
| Walleye Capital LLC | 11,975 | $3.80M | 0.04% | +11,975 | New |
| Cunning Capital Partners, LP | 12,000 | $3.81M | 2.11% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,042 | $3.82M | 0.18% | +56+0.5% | Added |
| Cetera Investment Advisers | 12,045 | $3.82M | 0.01% | +9,651+403.1% | Added |
| ExodusPoint Capital Management, LP | 12,048 | $3.83M | 0.05% | −3,435−22.2% | Reduced |
| Creative Planning | 12,096 | $3.84M | 0.00% | +135+1.1% | Added |
| Sheets Smith Wealth Management | 12,150 | $3.86M | 0.43% | +100+0.8% | Added |
| JustInvest LLC | 12,177 | $3.87M | 0.08% | −529−4.2% | Reduced |
| Regatta Capital Group, LLC | 12,190 | $3.87M | 0.87% | +138+1.1% | Added |
| Jacobs Levy Equity Management, Inc | 12,301 | $3.91M | 0.02% | +12,301 | New |
| Macquarie Group Ltd | 12,380 | $3.93M | 0.00% | +2,519+25.5% | Added |
| Johnson Investment Counsel Inc | 12,438 | $3.95M | 0.04% | −4,838−28.0% | Reduced |
| Virtu Financial LLC | 12,491 | $3.97M | 0.30% | +7,760+164.0% | Added |
| Blair William & Co | 12,546 | $3.98M | 0.01% | −1,237−9.0% | Reduced |
| Coldstream Capital Management Inc | 13,071 | $4.15M | 0.11% | −4,156−24.1% | Reduced |
| Insight Inv LLC | 13,075 | $4.15M | 3.60% | −635−4.6% | Reduced |
| Great Diamond Partners, LLC | 13,151 | $4.18M | 0.96% | +13,151 | New |
| Quantbot Technologies LP | 13,299 | $4.22M | 0.24% | +4,900+58.3% | Added |
| L & S Advisors Inc | 13,331 | $4.23M | 0.48% | +13,331 | New |
| Jensen Investment Management Inc | 13,340 | $4.24M | 0.03% | −5,020−27.3% | Reduced |
| Russell Investments Group, Ltd. | 13,383 | $4.25M | 0.01% | +3,798+39.6% | Added |
| Guggenheim Capital LLC | 13,489 | $4.28M | 0.03% | +8,565+173.9% | Added |
| New Mexico Educational Retirement Board | 13,600 | $4.32M | 0.16% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 13,600 | $4.32M | 0.18% | +13,600 | New |
| Group One Trading, L.P. | 13,716 | $4.36M | 0.15% | +4,144+43.3% | Added |
| M&T Bank Corp | 13,765 | $4.37M | 0.02% | −1,916−12.2% | Reduced |
| Spectrum Wealth Counsel, LLC | 13,787 | $4.38M | 0.54% | +13,787 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 14,087 | $4.47M | 0.08% | +8,724+162.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,189 | $4.51M | 0.03% | +35+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 14,308 | $4.54M | 0.12% | +38+0.3% | Added |
| Monument Capital Management | 14,326 | $4.55M | 1.31% | −1,294−8.3% | Reduced |
| Los Angeles Capital Management LLC | 14,404 | $4.57M | 0.02% | +14,404 | New |
| Lakewood Asset Management LLC | 14,600 | $4.64M | 3.15% | −222−1.5% | Reduced |
| Brinker Capital Investments, LLC | 14,788 | $4.70M | 0.05% | −2,171−12.8% | Reduced |
| Orion Portfolio Solutions, LLC | 14,788 | $4.70M | 0.05% | −2,171−12.8% | Reduced |
| Bokf, NA | 14,961 | $4.71M | 0.09% | +3,742+33.4% | Added |
| Storebrand Asset Management AS | 14,841 | $4.71M | 0.02% | +14,841 | New |
| Salem Investment Counselors Inc | 14,905 | $4.73M | 0.16% | −160−1.1% | Reduced |
| Tredje AP-fonden | 14,942 | $4.74M | 0.05% | +9,731+186.7% | Added |
| Congress Wealth Management LLC | 15,014 | $4.77M | 0.08% | +600+4.2% | Added |
| CapWealth Advisors, LLC | 15,038 | $4.78M | 0.54% | −200−1.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,346 | $4.87M | 0.01% | −2,080−11.9% | Reduced |
| TownSquare Capital, LLC | 15,499 | $4.92M | 0.07% | +1,345+9.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,700 | $4.99M | 0.06% | +15,700 | New |
| State of Michigan Retirement System | 15,720 | $4.99M | 0.03% | +300+1.9% | Added |
| Perbak Capital Partners LLP | 15,811 | $5.02M | 6.31% | +15,811 | New |
| Oregon Public Employees Retirement Fund | 15,863 | $5.04M | 0.10% | −2,266−12.5% | Reduced |
| Cullinan Associates Inc | 16,000 | $5.08M | 0.28% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 16,188 | $5.14M | 0.01% | +164+1.0% | Added |
| South Dakota Investment Council | 16,236 | $5.16M | 0.11% | −4,200−20.6% | Reduced |