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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, Q2 2024

Institutional positions in Williams Sonoma Inc as of Jun 30, 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
822
+24 vs. Q1 2024
Shares held
62.4M
+300.4K (+0.5%) vs. Q1 2024
Total value
$17.4B
−$2.19B (−11.2%) vs. Q1 2024
New holders
112
278 more added
Sold out
88
318 more reduced

10 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 822 institutions
Q1 2021: 560 institutionsQ2 2021: 577 institutionsQ3 2021: 599 institutionsQ4 2021: 651 institutionsQ1 2022: 622 institutionsQ2 2022: 613 institutionsQ3 2022: 617 institutionsQ4 2022: 617 institutionsQ1 2023: 609 institutionsQ2 2023: 589 institutionsQ3 2023: 598 institutionsQ4 2023: 679 institutionsQ1 2024: 808 institutionsQ2 2024: 822 institutionsQ3 2024: 830 institutionsQ4 2024: 898 institutionsQ1 2025: 902 institutionsQ2 2025: 917 institutionsQ3 2025: 943 institutionsQ4 2025: 948 institutionsQ1 2026: 932 institutionsQ2 2026: 1,006 institutions
Value heldQ2 2024: $17.4B
Q1 2021: $12.7BQ2 2021: $11.2BQ3 2021: $12.4BQ4 2021: $12.0BQ1 2022: $10.0BQ2 2022: $7.78BQ3 2022: $7.91BQ4 2022: $7.71BQ1 2023: $8.03BQ2 2023: $8.06BQ3 2023: $10.2BQ4 2023: $12.7BQ1 2024: $19.7BQ2 2024: $17.4BQ3 2024: $19.0BQ4 2024: $21.7BQ1 2025: $18.2BQ2 2025: $18.7BQ3 2025: $22.0BQ4 2025: $20.3BQ1 2026: $20.4BQ2 2026: $26.4B
Institutions holding WSM and their total value by quarter
QuarterHoldersValue
Q2 20261,006$26.4B
Q1 2026932$20.4B
Q4 2025948$20.3B
Q3 2025943$22.0B
Q2 2025917$18.7B
Q1 2025902$18.2B
Q4 2024898$21.7B
Q3 2024830$19.0B
Q2 2024822$17.4B
Q1 2024808$19.7B
Q4 2023679$12.7B
Q3 2023598$10.2B
Q2 2023589$8.06B
Q1 2023609$8.03B
Q4 2022617$7.71B
Q3 2022617$7.91B
Q2 2022613$7.78B
Q1 2022622$10.0B
Q4 2021651$12.0B
Q3 2021599$12.4B
Q2 2021577$11.2B
Q1 2021560$12.7B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q1 2024.

Institutions holding WSM in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Bruce G. Allen Investments, LLC1$2820.00%00.0%Unchanged
TFC Financial Management1$2830.00%00.0%Unchanged
Northwest Capital Management Inc1$3100.00%00.0%Unchanged
PEAK6 Investments LLC2$5400.00%+2New
Atticus Wealth Management, LLC2$6700.00%00.0%Unchanged
MV Capital Management, Inc.3$8480.00%+3New
Financial Management Professionals, Inc.3$1.00K0.00%00.0%Unchanged
Horizon Investments, LLC8$1.13K0.00%00.0%Unchanged
Raffa Wealth Management, LLC4$1.13K0.00%00.0%Unchanged
Abound Wealth Management4$1.18K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC5$1.41K0.00%00.0%Unchanged
CGC Financial Services, LLC5$1.41K0.00%00.0%Unchanged
True Wealth Design, LLC5$1.41K0.00%+2+66.7%Added
Pacific Center for Financial Services5$1.42K0.00%00.0%Unchanged
TD Private Client Wealth LLC6$1.69K0.00%+6New
International Assets Investment Management, LLC6$1.69K0.00%+6New
Financial Network Wealth Advisors LLC6$1.69K0.00%+6New
Gradient Investments LLC7$1.98K0.00%+7New
VisionPoint Advisory Group, LLC7$1.98K0.00%+7New
Continuum Advisory, LLC8$2.26K0.00%−1−11.1%Reduced
WR Wealth Planners, LLC8$2.26K0.00%+4+100.0%Added
Toth Financial Advisory Corp10$2.82K0.00%00.0%Unchanged
Altshuler Shaham Ltd12$3.39K0.00%−4−25.0%Reduced
Hexagon Capital Partners LLC12$3.39K0.00%00.0%Unchanged
Dunhill Financial, LLC13$3.67K0.00%00.0%Unchanged
Arlington Trust Co LLC13$3.67K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.13$3.67K0.00%+2+18.2%Added
CVA Family Office, LLC13$3.67K0.00%+13New
Mather Group, LLC.12$3.81K0.00%+12New
Avion Wealth15$4.00K0.00%+6+66.7%Added
Parkside Financial Bank & Trust15$4.24K0.00%00.0%Unchanged
Hilltop National Bank15$4.24K0.00%00.0%Unchanged
Castleview Partners, LLC18$5.08K0.00%00.0%Unchanged
Triad Wealth Partners, LLC18$5.08K0.00%+18New
Abich Financial Wealth Management LLC19$5.37K0.00%−2−9.5%Reduced
Fortitude Family Office, LLC20$5.65K0.00%00.0%Unchanged
SJS Investment Consulting Inc.20$5.65K0.00%00.0%Unchanged
Harbour Investments, Inc.21$5.93K0.00%+3+16.7%Added
Moisand Fitzgerald Tamayo, LLC23$6.50K0.00%00.0%Unchanged
Sachetta, LLC48$7.19K0.00%+28+140.0%Added
Farmers & Merchants Investments Inc26$7.34K0.00%00.0%Unchanged
Davidson Capital Management Inc.26$7.34K0.00%00.0%Unchanged
First United Bank Trust28$7.91K0.00%00.0%Unchanged
Innealta Capital, LLC29$8.19K0.00%+29New
Opal Wealth Advisors, LLC30$8.47K0.00%−3−9.1%Reduced
Key Financial Inc31$8.75K0.00%00.0%Unchanged
Princeton Global Asset Management LLC32$9.04K0.00%00.0%Unchanged
Ancora Advisors, LLC34$9.60K0.00%00.0%Unchanged
Valued Wealth Advisors LLC34$9.60K0.01%+15+78.9%Added
Matrix Trust Co36$10.0K0.00%+36New
WealthCollab, LLC37$10.4K0.01%00.0%Unchanged
Caitlin John, LLC38$10.6K0.01%−34−47.2%Reduced
Westside Investment Management, Inc.42$11.9K0.00%00.0%Unchanged
Tidemark, LLC42$11.9K0.01%00.0%Unchanged
Sunbelt Securities, Inc.42$12.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.44$12.3K0.00%+10+29.4%Added
Private Wealth Management Group, LLC45$12.7K0.01%00.0%Unchanged
Manchester Capital Management LLC45$12.7K0.00%+4+9.8%Added
MCF Advisors LLC46$13.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC50$14.1K0.00%−1−2.0%Reduced
Citizens National Bank Trust Department50$14.1K0.00%+50New
Cetera Trust Company, N.A52$14.7K0.01%00.0%Unchanged
Rogco, LP53$15.0K0.01%−18−25.4%Reduced
Contravisory Investment Management, Inc.57$16.1K0.00%−48−45.7%Reduced
Sandy Spring Bank58$16.4K0.00%+9+18.4%Added
Washington Trust Co60$16.9K0.00%00.0%Unchanged
Mechanics Financial Corp60$16.9K0.01%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC61$17.2K0.00%00.0%Unchanged
Ridgewood Investments LLC61$17.3K0.01%+61New
SYSTM Wealth Solutions LLC63$17.8K0.00%−9−12.5%Reduced
Evolution Advisers, Inc.66$18.0K0.01%00.0%Unchanged
Meeder Asset Management Inc64$18.1K0.00%+16+33.3%Added
Redwood Wealth Management Group, LLC69$19.5K0.01%+69New
Mark Sheptoff Financial Planning, LLC70$19.8K0.01%+70New
Red Tortoise LLC72$20.3K0.01%00.0%Unchanged
Ashton Thomas Private Wealth, LLC74$20.9K0.00%−3,930−98.2%Reduced
Versant Capital Management, Inc81$22.9K0.01%+63+350.0%Added
Great Lakes Retirement, Inc.81$22.9K0.00%+81New
Householder Group Estate & Retirement Specialist, LLC83$23.0K0.01%00.0%Unchanged
Smithfield Trust Co80$23.0K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC83$23.4K0.01%00.0%Unchanged
LGT Financial Advisors LLC89$25.1K0.05%+31+53.4%Added
Johnson Financial Group, Inc.90$25.4K0.00%+90New
Quest Partners LLC93$26.3K0.00%+93New
Frazier Financial Advisors, LLC93$26.3K0.02%+27+40.9%Added
Bartlett & Co. Wealth Management LLC94$26.5K0.00%00.0%Unchanged
HM Payson & Co100$28.2K0.00%00.0%Unchanged
Sittner & Nelson, LLC100$28.2K0.01%00.0%Unchanged
Crewe Advisors LLC103$29.1K0.00%+103New
Rosenberg Matthew Hamilton109$30.2K0.01%00.0%Unchanged
ORG Partners LLC110$30.5K0.00%−32−22.5%Reduced
Newbridge Financial Services Group, Inc.111$31.3K0.01%+7+6.7%Added
Hobbs Group Advisors, LLC118$33.2K0.01%+118New
Whittier Trust Co of Nevada Inc127$35.9K0.00%−1−0.8%Reduced
Smartleaf Asset Management LLC127$36.5K0.01%+60+89.6%Added
Bell Investment Advisors, Inc156$44.0K0.01%+22+16.4%Added
FinTrust Capital Advisors, LLC157$44.3K0.01%−15−8.7%Reduced
Rise Advisors, LLC169$47.6K0.03%+1+0.6%Added
Quarry LP176$49.7K0.02%+54+44.3%Added
Richardson Financial Services Inc.354$50.0K0.04%+170+92.4%Added