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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 250 | $79.4K | 0.01% | −250−50.0% | Reduced |
| Lindbrook Capital, LLC | 236 | $74.9K | 0.01% | +5+2.2% | Added |
| First Horizon Advisors, Inc. | 230 | $73.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 219 | $69.5K | 0.01% | +219 | New |
| Ronald Blue Trust, Inc. | 211 | $67.0K | 0.00% | −197−48.3% | Reduced |
| Front Row Advisors LLC | 209 | $66.4K | 0.02% | +109+109.0% | Added |
| Whittier Trust Co | 205 | $65.1K | 0.00% | −137−40.1% | Reduced |
| Bogart Wealth, LLC | 200 | $63.5K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 184 | $58.4K | 0.04% | −52−22.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 182 | $57.9K | 0.01% | −5,422−96.8% | Reduced |
| Atlantic Trust, LLC | 180 | $57.2K | 0.01% | −289−61.6% | Reduced |
| FinTrust Capital Advisors, LLC | 172 | $54.6K | 0.01% | −349−67.0% | Reduced |
| Rise Advisors, LLC | 168 | $53.3K | 0.03% | +168 | New |
| Credit Agricole S A | 189 | $52.8K | 0.00% | +161+575.0% | Added |
| Farther Finance Advisors, LLC | 148 | $46.6K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 142 | $44.7K | 0.09% | +142 | New |
| Bell Investment Advisors, Inc | 134 | $42.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 128 | $40.6K | 0.00% | −8−5.9% | Reduced |
| Quarry LP | 122 | $38.7K | 0.02% | +89+269.7% | Added |
| Covestor Ltd | 112 | $35.0K | 0.02% | −39−25.8% | Reduced |
| Rosenberg Matthew Hamilton | 109 | $34.3K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 105 | $33.3K | 0.01% | +105 | New |
| Newbridge Financial Services Group, Inc. | 104 | $32.9K | 0.01% | −12−10.3% | Reduced |
| HM Payson & Co | 100 | $31.8K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $31.8K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $31.8K | 0.01% | +100 | New |
| Bartlett & Co. Wealth Management LLC | 94 | $29.8K | 0.00% | −195−67.5% | Reduced |
| EntryPoint Capital, LLC | 93 | $29.5K | 0.03% | +78+520.0% | Added |
| Cassady Schiller Wealth Management, LLC | 83 | $26.4K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 83 | $26.4K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $25.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 75 | $23.8K | 0.00% | −22−22.7% | Reduced |
| Clearstead Advisors, LLC | 73 | $23.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 72 | $23.0K | 0.02% | −23−24.2% | Reduced |
| SYSTM Wealth Solutions LLC | 72 | $22.9K | 0.00% | −28−28.0% | Reduced |
| Red Tortoise LLC | 72 | $22.9K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 71 | $22.5K | 0.01% | −103−59.2% | Reduced |
| Smartleaf Asset Management LLC | 67 | $21.0K | 0.00% | +39+139.3% | Added |
| Evolution Advisers, Inc. | 66 | $21.0K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 66 | $21.0K | 0.02% | +31+88.6% | Added |
| Distillate Capital Partners LLC | 66 | $21.0K | 3.52% | +66 | New |
| Foster Dykema Cabot & Partners, LLC | 61 | $19.4K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 60 | $19.1K | 0.01% | +25+71.4% | Added |
| Washington Trust Co | 60 | $19.1K | 0.00% | +60 | New |
| LGT Financial Advisors LLC | 58 | $18.4K | 0.02% | +45+346.2% | Added |
| Umb Bank N A | 55 | $17.5K | 0.00% | +17+44.7% | Added |
| Cetera Trust Company, N.A | 52 | $16.5K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 52 | $16.5K | 0.01% | +52 | New |
| JFS Wealth Advisors, LLC | 51 | $16.2K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 49 | $15.5K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 48 | $15.2K | 0.00% | +48 | New |
| MCF Advisors LLC | 46 | $14.6K | 0.00% | −79−63.2% | Reduced |
| Private Wealth Management Group, LLC | 45 | $14.3K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 42 | $13.4K | 0.00% | +42 | New |
| Westside Investment Management, Inc. | 42 | $13.3K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 42 | $13.3K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 41 | $13.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 37 | $11.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 34 | $10.8K | 0.00% | +34 | New |
| SRS Capital Advisors, Inc. | 34 | $10.6K | 0.00% | +1+3.0% | Added |
| Opal Wealth Advisors, LLC | 33 | $10.5K | 0.00% | +33 | New |
| Princeton Global Asset Management LLC | 32 | $10.2K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 30 | $10.0K | 0.00% | −15−33.3% | Reduced |
| Key Financial Inc | 31 | $9.84K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 30 | $9.53K | 0.00% | −11,397−99.7% | Reduced |
| First United Bank Trust | 28 | $8.89K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 26 | $8.26K | 0.00% | −11−29.7% | Reduced |
| Farmers & Merchants Investments Inc | 26 | $8.26K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 24 | $7.62K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 23 | $7.30K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 21 | $6.67K | 0.01% | +8+61.5% | Added |
| SJS Investment Consulting Inc. | 20 | $6.35K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $6.35K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 19 | $6.03K | 0.00% | +16+533.3% | Added |
| Harbour Investments, Inc. | 18 | $5.72K | 0.00% | −1−5.3% | Reduced |
| Versant Capital Management, Inc | 18 | $5.72K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 18 | $5.72K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 16 | $5.08K | 0.00% | +16 | New |
| LRI Investments, LLC | 16 | $5.08K | 0.00% | +16 | New |
| Parkside Financial Bank & Trust | 15 | $4.76K | 0.00% | −1−6.3% | Reduced |
| Hilltop National Bank | 15 | $4.76K | 0.00% | +15 | New |
| Dunhill Financial, LLC | 13 | $4.13K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 13 | $4.13K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $4.04K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 12 | $3.81K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $3.49K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $3.18K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 9 | $2.87K | 0.00% | +9 | New |
| Horizon Investments, LLC | 8 | $2.53K | 0.00% | +3+60.0% | Added |
| Pacific Center for Financial Services | 5 | $1.59K | 0.00% | +5 | New |
| Iron Horse Wealth Management, LLC | 5 | $1.59K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 5 | $1.59K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 5 | $1.59K | 0.00% | +5 | New |
| Abound Wealth Management | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $1.27K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 4 | $1.27K | 0.00% | +4 | New |
| Vima LLC | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $953 | 0.00% | +1+50.0% | Added |