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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 180 | $50.8K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 182 | $51.5K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 190 | $53.7K | 0.00% | +135+245.5% | Added |
| Bogart Wealth, LLC | 200 | $56.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 208 | $58.7K | 0.01% | −110−34.6% | Reduced |
| Front Row Advisors LLC | 209 | $59.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 215 | $60.7K | 0.01% | −4−1.8% | Reduced |
| First Horizon Advisors, Inc. | 230 | $64.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 236 | $66.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 243 | $68.6K | 0.00% | +243 | New |
| Allworth Financial LP | 469 | $68.8K | 0.00% | +212+82.5% | Added |
| FIL Ltd | 249 | $70.3K | 0.00% | +249 | New |
| Proequities, Inc. | 250 | $70.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 275 | $77.8K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 294 | $83.0K | 0.05% | +294 | New |
| Harbor Investment Advisory, LLC | 297 | $83.8K | 0.01% | −1−0.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 297 | $83.9K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 300 | $84.7K | 0.02% | −100−25.0% | Reduced |
| Evermay Wealth Management LLC | 300 | $84.7K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 321 | $90.6K | 0.01% | +320+32,000.0% | Added |
| DT Investment Partners, LLC | 347 | $98.0K | 0.01% | −53−13.3% | Reduced |
| Quent Capital, LLC | 359 | $101.3K | 0.01% | +1+0.3% | Added |
| Bessemer Group Inc | 394 | $112.0K | 0.00% | −95−19.4% | Reduced |
| Asset Dedication, LLC | 400 | $112.9K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 400 | $112.9K | 0.10% | +400 | New |
| Activest Wealth Management | 400 | $112.9K | 0.04% | +400 | New |
| Spire Wealth Management | 401 | $113.2K | 0.00% | −375−48.3% | Reduced |
| Capital Advisors, Ltd. LLC | 408 | $115.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 425 | $120.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 430 | $121.4K | 0.00% | +225+109.8% | Added |
| Global Retirement Partners, LLC | 456 | $128.9K | 0.00% | −1−0.2% | Reduced |
| Covestor Ltd | 460 | $130.0K | 0.08% | +348+310.7% | Added |
| Huntington National Bank | 470 | $132.7K | 0.00% | +110+30.6% | Added |
| Colonial Trust Co | 489 | $138.1K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 496 | $140.1K | 0.00% | −11,479−95.9% | Reduced |
| EverSource Wealth Advisors, LLC | 965 | $149.3K | 0.01% | +439+83.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 559 | $157.8K | 0.01% | −310−35.7% | Reduced |
| JJJ Advisors Inc. | 568 | $160.4K | 0.03% | +93+19.6% | Added |
| Focused Wealth Management, Inc | 600 | $169.4K | 0.02% | +600 | New |
| Farther Finance Advisors, LLC | 632 | $175.0K | 0.01% | +484+327.0% | Added |
| Ronald Blue Trust, Inc. | 556 | $176.5K | 0.00% | +345+163.5% | Added |
| Bangor Savings Bank | 636 | $179.6K | 0.02% | −212−25.0% | Reduced |
| Ostrum Asset Management | 638 | $180.2K | 0.02% | +638 | New |
| V-Square Quantitative Management LLC | 666 | $188.1K | 0.03% | +666 | New |
| Harfst & Associates, Inc. | 712 | $201.0K | 0.05% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 717 | $202.5K | 0.10% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 720 | $203.3K | 0.06% | 00.0% | Unchanged |
| First Western Trust Bank | 722 | $203.9K | 0.01% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 725 | $204.7K | 0.00% | −13−1.8% | Reduced |
| Parametrica Management Ltd | 725 | $204.7K | 0.27% | +725 | New |
| Institute for Wealth Management, LLC. | 732 | $206.6K | 0.03% | −57−7.2% | Reduced |
| Intrua Financial, LLC | 735 | $207.5K | 0.03% | −131−15.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 735 | $208.0K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 738 | $208.5K | 0.00% | +8+1.1% | Added |
| Marathon Trading Investment Management LLC | 742 | $209.5K | 0.06% | +742 | New |
| National Asset Management, Inc. | 745 | $210.4K | 0.01% | −564−43.1% | Reduced |
| Cahaba Wealth Management, Inc. | 746 | $210.6K | 0.02% | −120−13.9% | Reduced |
| First Interstate Bank | 750 | $211.8K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 752 | $212.3K | 0.00% | +5+0.7% | Added |
| Lake Street Advisors Group, LLC | 752 | $212.3K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 754 | $212.9K | 0.00% | +754 | New |
| Quantum Financial Advisors, LLC | 754 | $212.9K | 0.04% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 755 | $213.2K | 0.05% | 00.0% | Unchanged |
| Atria Investments LLC | 755 | $213.3K | 0.00% | +755 | New |
| Aviance Capital Partners, LLC | 769 | $217.1K | 0.03% | −22−2.8% | Reduced |
| Lakeview Capital Partners, LLC | 684 | $217.2K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 784 | $221.4K | 0.02% | −41−5.0% | Reduced |
| GAMMA Investing LLC | 789 | $222.8K | 0.03% | +155+24.4% | Added |
| United Capital Financial Advisers, LLC | 791 | $223.4K | 0.00% | +791 | New |
| Joel Isaacson & Co., LLC | 800 | $225.9K | 0.01% | −273−25.4% | Reduced |
| BayBridge Capital Group, LLC | 801 | $226.2K | 0.18% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,558 | $227.8K | 0.24% | +772+98.2% | Added |
| Wedbush Securities Inc | 806 | $228.0K | 0.01% | −305−27.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 811 | $229.1K | 0.02% | +39+5.1% | Added |
| Clarius Group, LLC | 812 | $229.3K | 0.02% | +1+0.1% | Added |
| Atomi Financial Group, Inc. | 814 | $229.7K | 0.02% | +133+19.5% | Added |
| Exchange Traded Concepts, LLC | 814 | $229.8K | 0.01% | +739+985.3% | Added |
| Edmp, Inc. | 826 | $233.2K | 0.21% | −292−26.1% | Reduced |
| Regions Financial Corp | 830 | $234.4K | 0.00% | −8−1.0% | Reduced |
| Fifth Third Bancorp | 837 | $236.3K | 0.00% | +9+1.1% | Added |
| New Vernon Capital Holdings II LLC | 838 | $236.6K | 0.13% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 841 | $237.0K | 0.09% | +841 | New |
| Vista Wealth Management Group, LLC | 842 | $237.8K | 0.02% | +26+3.2% | Added |
| Arden Trust Co | 843 | $238.0K | 0.03% | −18−2.1% | Reduced |
| Paulson Wealth Management Inc. | 858 | $242.3K | 0.07% | 00.0% | Unchanged |
| Capital World Investors | 860 | $242.8K | 0.00% | +860 | New |
| Linden Thomas Advisory Services, LLC | 863 | $243.7K | 0.04% | +31+3.7% | Added |
| EP Wealth Advisors, LLC | 865 | $244.3K | 0.00% | +211+32.3% | Added |
| TFB Advisors LLC | 868 | $245.1K | 0.08% | +19+2.2% | Added |
| Kapitalo Investimentos Ltda | 878 | $247.9K | 0.07% | +52+6.3% | Added |
| Tiemann Investment Advisors, LLC | 880 | $248.5K | 0.11% | 00.0% | Unchanged |
| Intrust Bank NA | 887 | $250.5K | 0.03% | −36−3.9% | Reduced |
| Keebeck Alpha, LP | 893 | $252.2K | 0.19% | −111−11.1% | Reduced |
| Frank, Rimerman Advisors LLC | 895 | $252.7K | 0.02% | +895 | New |
| Atria Wealth Solutions, Inc. | 896 | $253.0K | 0.00% | −191−17.6% | Reduced |
| Martingale Asset Management L P | 898 | $253.6K | 0.01% | −7,454−89.2% | Reduced |
| Silverlake Wealth Management LLC | 900 | $254.1K | 0.10% | 00.0% | Unchanged |
| Private Client Services, LLC | 913 | $257.8K | 0.16% | +913 | New |
| Geneos Wealth Management Inc. | 917 | $258.9K | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 919 | $259.4K | 0.10% | +124+15.6% | Added |