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 |
|---|---|---|---|---|---|
| Accuvest Global Advisors | 1,598 | $507.0K | 0.22% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,584 | $503.0K | 0.02% | +1,584 | New |
| Brevan Howard Capital Management LP | 1,564 | $496.6K | 0.05% | +1,564 | New |
| Confluence Wealth Services, Inc. | 1,558 | $494.7K | 0.04% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 1,567 | $493.5K | 0.15% | +1,567 | New |
| Kaizen Financial Strategies | 1,545 | $490.6K | 0.33% | +1,545 | New |
| Resonant Capital Advisors, LLC | 1,544 | $490.3K | 0.04% | +1,544 | New |
| Jeppson Wealth Management, LLC | 1,535 | $487.4K | 0.19% | −28−1.8% | Reduced |
| Ignite Planners, LLC | 1,546 | $486.9K | 0.14% | −4−0.3% | Reduced |
| Lido Advisors, LLC | 1,533 | $486.9K | 0.00% | +99+6.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,510 | $479.6K | 0.00% | −103−6.4% | 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 |
| Isthmus Partners, LLC | 1,496 | $475.0K | 0.05% | −76−4.8% | Reduced |
| Brown Brothers Harriman & Co | 1,477 | $469.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 1,473 | $467.7K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,462 | $464.2K | 0.02% | +59+4.2% | Added |
| Greenwood Capital Associates LLC | 1,455 | $462.0K | 0.06% | 00.0% | Unchanged |
| Seven Mile Advisory | 1,439 | $456.9K | 0.35% | +2+0.1% | Added |
| Trajan Wealth LLC | 1,427 | $453.1K | 0.03% | +1,427 | New |
| Genus Capital Management Inc. | 1,421 | $451.2K | 0.06% | +1,421 | New |
| Gsa Capital Partners LLP | 1,413 | $449.0K | 0.04% | −251−15.1% | Reduced |
| Denali Advisors LLC | 1,403 | $445.5K | 0.13% | −602−30.0% | Reduced |
| Handelsinvest Investeringsforvaltning | 1,400 | $445.0K | 0.21% | −727−34.2% | Reduced |
| Degroof Petercam Asset Management | 1,400 | $444.5K | 0.01% | +1,400 | New |
| Balanced Rock Investment Advisor | 1,399 | $444.2K | 0.38% | −491−26.0% | Reduced |
| CoreCap Advisors, LLC | 1,381 | $438.5K | 0.02% | −108−7.3% | Reduced |
| Brown Capital Management LLC | 1,376 | $436.9K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 1,367 | $434.1K | 0.03% | +8+0.6% | Added |
| Parallel Advisors, LLC | 1,362 | $432.4K | 0.01% | +37+2.8% | Added |
| Veriti Management LLC | 1,361 | $432.2K | 0.03% | +4+0.3% | Added |
| Lincoln National Corp | 1,342 | $426.3K | 0.01% | +1,342 | New |
| Proficio Capital Partners LLC | 1,320 | $419.2K | 0.05% | +76+6.1% | Added |
| Colony Group, LLC | 1,318 | $419.0K | 0.00% | +1,318 | New |
| Gateway Investment Advisers LLC | 1,318 | $418.5K | 0.00% | −26−1.9% | Reduced |
| Portside Wealth Group, LLC | 1,317 | $418.2K | 0.08% | +76+6.1% | Added |
| Quadrant Capital Group LLC | 1,313 | $416.9K | 0.03% | +44+3.5% | Added |
| Saxon Interests, Inc. | 1,309 | $415.6K | 0.20% | −34−2.5% | Reduced |
| Dorsey Wright & Associates | 1,305 | $414.0K | 0.11% | +1,305 | New |
| Plimoth Trust Co LLC | 1,285 | $408.0K | 0.11% | 00.0% | Unchanged |
| Centennial Bank | 1,255 | $398.5K | 0.20% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 1,253 | $397.9K | 0.03% | −36−2.8% | Reduced |
| TD Waterhouse Canada Inc. | 1,280 | $397.3K | 0.00% | −281−18.0% | Reduced |
| Smithbridge Asset Management Inc | 1,250 | $396.9K | 0.08% | −110−8.1% | Reduced |
| Forum Financial Management, LP | 1,240 | $393.6K | 0.01% | +1+0.1% | Added |
| Syverson Strege & Co | 1,227 | $389.6K | 0.14% | +7+0.6% | Added |
| Motley Fool Asset Management LLC | 1,225 | $389.0K | 0.03% | +52+4.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,206 | $383.2K | 0.00% | −145−10.7% | Reduced |
| 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 |
| Glenview Trust Co | 1,186 | $376.6K | 0.01% | +16+1.4% | Added |
| Ascent Group, LLC | 1,184 | $376.0K | 0.03% | −131−10.0% | Reduced |
| Florida Financial Advisors, LLC | 1,182 | $375.5K | 0.28% | +1,182 | New |
| Hanseatic Management Services Inc | 1,179 | $374.4K | 0.57% | +935+383.2% | Added |
| NorthRock Partners, LLC | 1,177 | $373.7K | 0.01% | −83−6.6% | Reduced |
| IFP Advisors, Inc | 1,166 | $370.7K | 0.02% | +185+18.9% | Added |
| Consolidated Planning Corp | 1,143 | $362.9K | 0.06% | +1,143 | New |
| Sigma Planning Corp | 1,138 | $361.6K | 0.01% | +1,138 | New |
| Pitcairn Co | 1,132 | $359.4K | 0.02% | +98+9.5% | Added |
| Dark Forest Capital Management LP | 1,131 | $359.1K | 0.06% | +1,131 | New |
| Occudo Quantitative Strategies LP | 1,129 | $358.5K | 0.06% | +1,129 | New |
| Prelude Capital Management, LLC | 1,127 | $357.9K | 0.02% | +1,127 | New |
| American Money Management, LLC | 1,125 | $357.1K | 0.07% | +5+0.4% | Added |
| Edmp, Inc. | 1,118 | $355.0K | 0.30% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,113 | $353.4K | 0.02% | −337−23.2% | 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 |
| Gallacher Capital Management LLC | 1,107 | $351.5K | 0.18% | −918−45.3% | Reduced |
| Rebalance, LLC | 1,090 | $346.1K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,087 | $345.2K | 0.00% | +1,087 | New |
| Leo Wealth, LLC | 1,083 | $341.3K | 0.03% | −1−0.1% | Reduced |
| Joel Isaacson & Co., LLC | 1,073 | $340.8K | 0.02% | +4+0.4% | Added |
| Strategic Blueprint, LLC | 1,054 | $334.7K | 0.02% | +49+4.9% | Added |
| Astoria Portfolio Advisors LLC. | 1,149 | $331.4K | 0.13% | −48−4.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 1,035 | $328.6K | 0.13% | +1,035 | New |
| Larson Financial Group LLC | 1,032 | $327.5K | 0.03% | +431+71.7% | Added |
| Investment Partners Asset Management, Inc. | 1,021 | $324.2K | 0.29% | −113−10.0% | Reduced |
| Avantax Advisory Services, Inc. | 1,013 | $321.7K | 0.00% | −127−11.1% | Reduced |
| Hyperion Capital Advisors LP | 1,010 | $320.7K | 0.15% | +1,010 | New |
| 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 |
| Keebeck Alpha, LP | 1,004 | $318.8K | 0.21% | −670−40.0% | Reduced |
| 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 |
| Intech Investment Management LLC | 988 | $313.7K | 0.00% | +988 | New |
| Thrive Capital Management, LLC | 977 | $310.4K | 0.17% | +977 | New |
| Catalina Capital Group, LLC | 972 | $308.6K | 0.13% | +972 | New |
| Roanoke Asset Management Corp | 950 | $302.0K | 0.10% | +950 | New |
| King Luther Capital Management Corp | 951 | $302.0K | 0.00% | +951 | New |
| Benjamin F. Edwards & Company, Inc. | 942 | $299.0K | 0.01% | −161−14.6% | Reduced |
| Abacus Planning Group, Inc. | 936 | $297.2K | 0.06% | −78−7.7% | Reduced |
| High Note Wealth, LLC | 935 | $296.9K | 0.10% | +935 | New |
| Intrust Bank NA | 923 | $293.1K | 0.03% | −108−10.5% | Reduced |
| Geneos Wealth Management Inc. | 917 | $291.1K | 0.01% | 00.0% | Unchanged |
| Canopy Partners, LLC | 916 | $290.9K | 0.14% | +916 | New |
| Silverlake Wealth Management LLC | 900 | $285.8K | 0.15% | +900 | New |
| UniSuper Management Pty Ltd | 900 | $285.8K | 0.00% | +900 | New |
| Tiemann Investment Advisors, LLC | 880 | $279.4K | 0.12% | +880 | New |