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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 3,529 | $1.12M | 0.08% | +1,636+86.4% | Added |
| Atlas Capital Advisors LLC | 3,510 | $1.11M | 0.17% | −24−0.7% | Reduced |
| D.A. Davidson & Co. | 3,462 | $1.10M | 0.01% | −2−0.1% | Reduced |
| Elevated Capital Advisors, LLC | 3,425 | $1.09M | 0.31% | −150−4.2% | Reduced |
| Kingsview Wealth Management, LLC | 3,363 | $1.07M | 0.03% | −35,289−91.3% | Reduced |
| Brighton Jones LLC | 3,332 | $1.06M | 0.04% | −8−0.2% | Reduced |
| Private Advisor Group, LLC | 3,265 | $1.04M | 0.01% | −11−0.3% | Reduced |
| Burton Enright Welch | 3,257 | $1.03M | 0.25% | −115−3.4% | Reduced |
| Tower Research Capital LLC (TRC) | 3,250 | $1.03M | 0.02% | −5,093−61.0% | Reduced |
| MBB Public Markets I LLC | 3,224 | $1.02M | 0.07% | +3,224 | New |
| Panagora Asset Management Inc | 3,180 | $1.01M | 0.01% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 3,169 | $1.01M | 0.33% | +298+10.4% | Added |
| Greenleaf Trust | 3,149 | $999.9K | 0.01% | −43−1.3% | Reduced |
| RFG Advisory, LLC | 3,109 | $987.1K | 0.03% | −3−0.1% | Reduced |
| Mount Vernon Associates Inc | 3,100 | $984.0K | 0.83% | 00.0% | Unchanged |
| Westmount Partners, LLC | 3,092 | $981.7K | 0.35% | +4+0.1% | Added |
| Bank of Nova Scotia | 3,083 | $978.9K | 0.00% | +3,083 | New |
| Raymond James Trust N.A. | 3,042 | $965.9K | 0.02% | −327−9.7% | Reduced |
| Empirical Finance, LLC | 3,039 | $965.0K | 0.06% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 2,991 | $949.7K | 0.55% | +256+9.4% | Added |
| Synovus Financial Corp | 2,962 | $940.5K | 0.01% | +12+0.4% | Added |
| Park Avenue Securities LLC | 2,956 | $939.0K | 0.01% | +270+10.1% | Added |
| GWM Advisors LLC | 2,947 | $935.9K | 0.01% | +991+50.7% | Added |
| Brown Advisory Inc | 2,901 | $921.2K | 0.00% | +110+3.9% | Added |
| Virtue Capital Management, LLC | 3,153 | $911.5K | 0.16% | +162+5.4% | Added |
| BancorpSouth Bank | 2,854 | $906.2K | 0.07% | +10+0.4% | Added |
| CWM Advisors, LLC | 2,808 | $891.6K | 0.09% | +2,808 | New |
| Roberts Capital Advisors, LLC | 2,798 | $888.4K | 0.85% | +2,798 | New |
| Cullen/Frost Bankers, Inc. | 2,758 | $875.7K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,749 | $872.9K | 0.00% | +1,293+88.8% | Added |
| Burney Co | 2,730 | $866.9K | 0.03% | −884−24.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,727 | $865.9K | 0.01% | −11,488−80.8% | Reduced |
| Shelton Capital Management | 2,709 | $860.2K | 0.02% | −57−2.1% | Reduced |
| E. Ohman J:or Asset Management AB | 2,700 | $857.3K | 0.02% | +2,700 | New |
| Renasant Bank | 2,674 | $849.1K | 0.60% | −155−5.5% | Reduced |
| TFG Advisers LLC | 2,663 | $845.5K | 0.33% | +21+0.8% | Added |
| Modern Wealth Management, LLC | 2,646 | $840.2K | 0.08% | +2,646 | New |
| Cooper Financial Group | 2,639 | $837.9K | 0.14% | −21−0.8% | Reduced |
| Stratos Wealth Partners, LTD. | 2,591 | $822.7K | 0.01% | −154−5.6% | Reduced |
| Profund Advisors LLC | 2,536 | $805.3K | 0.03% | +455+21.9% | Added |
| Alexander Labrunerie & Co., Inc. | 2,533 | $804.3K | 0.45% | +2,533 | New |
| SkyView Investment Advisors, LLC | 2,525 | $802.0K | 0.15% | +2,525 | New |
| Oppenheimer & Co Inc | 2,513 | $798.0K | 0.01% | +23+0.9% | Added |
| Patten & Patten Inc | 2,507 | $796.2K | 0.06% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 2,503 | $794.8K | 0.10% | −205−7.6% | Reduced |
| Taurus Asset Management, LLC | 2,500 | $793.8K | 0.08% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,499 | $793.5K | 0.02% | +262+11.7% | Added |
| CIBC World Markets Corp | 2,495 | $792.2K | 0.01% | +2,495 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,493 | $791.6K | 0.03% | +2,493 | New |
| Change Path, LLC | 2,483 | $788.0K | 0.03% | +1,119+82.0% | Added |
| Jump Financial, LLC | 2,480 | $787.5K | 0.02% | +2,480 | New |
| Prospera Financial Services Inc | 2,462 | $781.8K | 0.02% | −208−7.8% | Reduced |
| Massmutual Trust Co FSB | 2,454 | $779.2K | 0.02% | +95+4.0% | Added |
| Metis Global Partners, LLC | 2,447 | $777.0K | 0.03% | +2,447 | New |
| Buttonwood Financial Advisors Inc. | 2,438 | $774.2K | 0.36% | −245−9.1% | Reduced |
| CSS LLC | 2,400 | $762.1K | 0.06% | −100−4.0% | Reduced |
| Csenge Advisory Group | 2,362 | $750.0K | 0.04% | −724−23.5% | Reduced |
| Resources Investment Advisors, LLC. | 2,345 | $744.6K | 0.01% | −12−0.5% | Reduced |
| Signaturefd, LLC | 2,344 | $744.3K | 0.02% | +193+9.0% | Added |
| Graypoint LLC | 2,302 | $731.0K | 0.05% | +1,099+91.4% | Added |
| Principal Securities, Inc. | 2,283 | $724.9K | 0.02% | −382−14.3% | Reduced |
| Ci Investments Inc. | 2,272 | $721.0K | 0.00% | −798−26.0% | Reduced |
| Kestra Advisory Services, LLC | 2,256 | $716.3K | 0.00% | −257−10.2% | Reduced |
| Naples Global Advisors, LLC | 2,254 | $715.7K | 0.07% | −12−0.5% | Reduced |
| MWA Asset Management | 2,241 | $711.6K | 0.52% | −309−12.1% | Reduced |
| Mirabella Financial Services LLP | 2,237 | $710.3K | 0.05% | +2,237 | New |
| Scotia Capital Inc. | 2,216 | $703.6K | 0.00% | −66−2.9% | Reduced |
| Centiva Capital, LP | 2,196 | $697.3K | 0.04% | +802+57.5% | Added |
| Choate Investment Advisors | 2,183 | $693.2K | 0.02% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,139 | $679.2K | 0.17% | +2,139 | New |
| Sherbrooke Park Advisers LLC | 2,130 | $676.3K | 0.13% | +2,130 | New |
| Three Seasons Wealth, LLC | 2,167 | $672.4K | 0.47% | +2,167 | New |
| Lindenwold Advisors | 2,106 | $668.7K | 0.36% | −22−1.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,103 | $667.9K | 0.02% | +329+18.5% | Added |
| AMG National Trust Bank | 2,092 | $664.3K | 0.02% | +192+10.1% | Added |
| McBroom & Associates, LLC | 2,090 | $663.6K | 0.44% | +10.0% | Added |
| Ethic Inc. | 2,056 | $652.8K | 0.02% | −316−13.3% | Reduced |
| Paragon Capital Management Ltd | 2,037 | $647.1K | 0.11% | +4+0.2% | Added |
| Hantz Financial Services, Inc. | 2,023 | $642.0K | 0.01% | −92−4.3% | Reduced |
| Grey Street Capital, LLC | 2,013 | $639.2K | 0.09% | +2,013 | New |
| Wendell David Associates Inc | 2,013 | $639.0K | 0.06% | +13+0.7% | Added |
| Northstar Asset Management LLC | 2,000 | $635.1K | 0.16% | 00.0% | Unchanged |
| Central Trust Co | 1,958 | $621.7K | 0.02% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 1,926 | $611.6K | 0.04% | −158−7.6% | Reduced |
| PFG Investments, LLC | 1,916 | $608.4K | 0.04% | +306+19.0% | Added |
| SkyOak Wealth, LLC | 1,894 | $601.4K | 0.14% | −167−8.1% | Reduced |
| Center For Asset Management LLC | 1,873 | $594.8K | 0.49% | −65−3.4% | Reduced |
| Bailard, Inc. | 1,871 | $594.1K | 0.02% | +1,871 | New |
| CIBC Asset Management Inc | 1,865 | $592.2K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,863 | $591.6K | 0.02% | +1,863 | New |
| Fulcrum Capital LLC | 1,860 | $590.6K | 0.14% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,837 | $583.3K | 0.01% | +54+3.0% | Added |
| Mount Yale Investment Advisors, LLC | 1,807 | $573.8K | 0.04% | −114−5.9% | Reduced |
| Vaughan David Investments LLC | 1,800 | $572.0K | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,795 | $570.0K | 0.12% | +1,795 | New |
| Duality Advisers, LP | 1,742 | $553.1K | 0.05% | −14,060−89.0% | Reduced |
| Absher Wealth Management, LLC | 1,709 | $542.7K | 0.08% | −19−1.1% | Reduced |
| Checchi Capital Advisers, LLC | 1,684 | $534.7K | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,669 | $530.0K | 0.01% | +89+5.6% | Added |
| Lisanti Capital Growth, LLC | 1,630 | $517.6K | 0.13% | +1,630 | New |