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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 925 | $261.2K | 0.02% | −107−10.4% | Reduced |
| High Note Wealth, LLC | 935 | $264.0K | 0.08% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 941 | $265.7K | 0.24% | −80−7.8% | Reduced |
| Abacus Planning Group, Inc. | 942 | $266.0K | 0.05% | +6+0.6% | Added |
| Roanoke Asset Management Corp | 950 | $268.0K | 0.09% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 958 | $270.5K | 0.01% | +958 | New |
| Arrowstreet Capital, Limited Partnership | 968 | $273.0K | 0.00% | −116,366−99.2% | Reduced |
| Catalina Capital Group, LLC | 970 | $273.9K | 0.10% | −2−0.2% | Reduced |
| Prelude Capital Management, LLC | 979 | $276.4K | 0.02% | −148−13.1% | Reduced |
| King Luther Capital Management Corp | 990 | $279.5K | 0.00% | +39+4.1% | Added |
| RBF Capital, LLC | 1,000 | $282.4K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,000 | $282.4K | 0.10% | 00.0% | Unchanged |
| Sapient Capital LLC | 1,000 | $282.4K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,003 | $283.2K | 0.02% | −51−4.8% | Reduced |
| Hyperion Capital Advisors LP | 1,010 | $285.2K | 0.13% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,021 | $288.3K | 0.10% | −128−11.1% | Reduced |
| Simplicity Wealth,LLC | 1,031 | $291.1K | 0.01% | −168−14.0% | Reduced |
| Bleakley Financial Group, LLC | 1,031 | $291.1K | 0.01% | −168−14.0% | Reduced |
| Dorsey Wright & Associates | 1,044 | $295.0K | 0.08% | −261−20.0% | Reduced |
| TD Waterhouse Canada Inc. | 1,083 | $299.6K | 0.00% | −197−15.4% | Reduced |
| Kimelman & Baird, LLC | 1,072 | $302.6K | 0.02% | +1,072 | New |
| Rebalance, LLC | 1,090 | $307.8K | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,092 | $308.3K | 0.01% | −85−7.2% | Reduced |
| Three Seasons Wealth, LLC | 1,096 | $309.5K | 0.17% | −1,071−49.4% | Reduced |
| Independent Financial Group, LLC | 1,104 | $311.7K | 0.01% | +368+50.0% | Added |
| Harvest Fund Management Co., Ltd | 1,102 | $312.0K | 0.02% | +357+47.9% | Added |
| Simplex Trading, LLC | 1,117 | $315.0K | 0.01% | −8,390−88.3% | Reduced |
| Canopy Partners, LLC | 1,117 | $315.4K | 0.15% | +201+21.9% | Added |
| Seeds Investor LLC | 1,119 | $316.0K | 0.16% | +443+65.5% | Added |
| Portside Wealth Group, LLC | 1,121 | $316.5K | 0.06% | −196−14.9% | Reduced |
| American Money Management, LLC | 1,129 | $318.8K | 0.07% | +4+0.4% | Added |
| Sigma Planning Corp | 1,140 | $321.9K | 0.01% | +2+0.2% | Added |
| Glenview Trust Co | 1,147 | $323.9K | 0.01% | −39−3.3% | Reduced |
| Nomura Holdings Inc | 1,148 | $324.2K | 0.00% | −2,622−69.5% | Reduced |
| Gallacher Capital Management LLC | 1,151 | $325.0K | 0.17% | +44+4.0% | Added |
| Prime Capital Investment Advisors, LLC | 1,154 | $325.7K | 0.00% | −515−30.9% | Reduced |
| Camelot Portfolios, LLC | 1,167 | $329.5K | 0.19% | +1,167 | New |
| Blue Investment Partners LLC | 1,169 | $330.1K | 0.15% | +1,169 | New |
| Precision Wealth Strategies, LLC | 1,172 | $330.9K | 0.34% | +1,172 | New |
| Hanseatic Management Services Inc | 1,178 | $332.6K | 0.50% | −1−0.1% | Reduced |
| Motley Fool Asset Management LLC | 1,204 | $333.4K | 0.02% | −21−1.7% | Reduced |
| CWM, LLC | 1,185 | $335.0K | 0.00% | −16,662−93.4% | Reduced |
| Avantax Advisory Services, Inc. | 1,202 | $339.3K | 0.00% | +189+18.7% | Added |
| Kathmere Capital Management, LLC | 1,203 | $339.7K | 0.04% | +1,203 | New |
| Klingman & Associates, LLC | 1,222 | $345.1K | 0.02% | −31−2.5% | Reduced |
| Syverson Strege & Co | 1,232 | $347.8K | 0.12% | +5+0.4% | Added |
| Forum Financial Management, LP | 1,246 | $351.7K | 0.01% | +6+0.5% | Added |
| IFP Advisors, Inc | 1,251 | $353.0K | 0.01% | +85+7.3% | Added |
| Trust Point Inc. | 1,252 | $353.5K | 0.03% | −115−8.4% | Reduced |
| Stratos Wealth Partners, LTD. | 1,255 | $354.4K | 0.01% | −1,336−51.6% | Reduced |
| Centennial Bank | 1,255 | $354.4K | 0.17% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 1,256 | $354.7K | 0.13% | +221+21.4% | Added |
| Smithbridge Asset Management Inc | 1,256 | $354.8K | 0.07% | +6+0.5% | Added |
| Yeomans Consulting Group, Inc. | 1,264 | $356.9K | 0.14% | +1,264 | New |
| SG Americas Securities, LLC | 1,263 | $357.0K | 0.00% | −3,107−71.1% | Reduced |
| Saxon Interests, Inc. | 1,274 | $359.7K | 0.17% | −35−2.7% | Reduced |
| Plimoth Trust Co LLC | 1,280 | $361.4K | 0.10% | −5−0.4% | Reduced |
| Trajan Wealth LLC | 1,293 | $365.1K | 0.02% | −134−9.4% | Reduced |
| MainStreet Investment Advisors LLC | 2,618 | $369.6K | 0.05% | +115+4.6% | Added |
| Proficio Capital Partners LLC | 1,312 | $370.5K | 0.04% | −8−0.6% | Reduced |
| One Wealth Advisors, LLC | 2,710 | $383.6K | 0.08% | +1,991+276.9% | Added |
| Diversify Wealth Management, LLC | 2,869 | $385.6K | 0.05% | +2,869 | New |
| Qsemble Capital Management, LP | 1,382 | $390.2K | 0.07% | +1,382 | New |
| Verdad Advisers, LP | 1,386 | $391.4K | 0.45% | +1,386 | New |
| Balanced Rock Investment Advisor | 1,390 | $392.5K | 0.33% | −9−0.6% | Reduced |
| Florida Financial Advisors, LLC | 1,672 | $398.5K | 0.24% | +490+41.5% | Added |
| Kaizen Financial Strategies | 2,690 | $401.4K | 0.25% | +1,145+74.1% | Added |
| We Are One Seven, LLC | 1,422 | $401.5K | 0.02% | +309+27.8% | Added |
| Parallel Advisors, LLC | 1,423 | $401.8K | 0.01% | +61+4.5% | Added |
| Creekside Partners | 1,430 | $403.8K | 0.22% | +1,430 | New |
| Nebula Research & Development LLC | 1,434 | $404.9K | 0.07% | +1,434 | New |
| Seven Mile Advisory | 1,450 | $409.4K | 0.30% | +11+0.8% | Added |
| Keybank National Association | 1,453 | $410.3K | 0.00% | −20−1.4% | Reduced |
| Quadrant Capital Group LLC | 1,467 | $414.2K | 0.03% | +154+11.7% | Added |
| Brown Brothers Harriman & Co | 1,477 | $417.1K | 0.00% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 1,485 | $419.3K | 0.08% | −15−1.0% | Reduced |
| Gateway Wealth Partners, LLC | 1,500 | $423.6K | 0.13% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,508 | $425.8K | 0.03% | −50−3.2% | Reduced |
| Jeppson Wealth Management, LLC | 1,532 | $432.6K | 0.17% | −3−0.2% | Reduced |
| Wambolt & Associates, LLC | 1,567 | $433.9K | 0.13% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 1,539 | $434.6K | 0.03% | −387−20.1% | Reduced |
| Ignite Planners, LLC | 1,562 | $437.2K | 0.11% | +16+1.0% | Added |
| Isthmus Partners, LLC | 1,549 | $437.4K | 0.05% | +53+3.5% | Added |
| Impact Partnership Wealth, LLC | 1,554 | $438.9K | 0.12% | +783+101.6% | Added |
| Consolidated Planning Corp | 1,563 | $441.4K | 0.07% | +420+36.7% | Added |
| Lido Advisors, LLC | 1,579 | $446.1K | 0.00% | +46+3.0% | Added |
| Scotia Capital Inc. | 3,165 | $447.0K | 0.00% | +949+42.8% | Added |
| Diversify Advisory Services, LLC | 3,145 | $447.2K | 0.02% | −592−15.8% | Reduced |
| Rafferty Asset Management, LLC | 1,589 | $448.7K | 0.00% | +1,589 | New |
| PFG Investments, LLC | 1,616 | $456.2K | 0.03% | −300−15.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,639 | $462.7K | 0.00% | +433+35.9% | Added |
| Two Sigma Securities, LLC | 1,657 | $467.9K | 0.02% | +73+4.6% | Added |
| iA Global Asset Management Inc. | 1,662 | $469.0K | 0.01% | +1,662 | New |
| Resonant Capital Advisors, LLC | 1,667 | $470.7K | 0.04% | +123+8.0% | Added |
| SkyOak Wealth, LLC | 1,671 | $471.8K | 0.11% | −223−11.8% | Reduced |
| Absher Wealth Management, LLC | 1,673 | $472.4K | 0.07% | −36−2.1% | Reduced |
| Change Path, LLC | 1,680 | $474.0K | 0.02% | −803−32.3% | Reduced |
| Checchi Capital Advisers, LLC | 1,684 | $475.5K | 0.04% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 1,754 | $495.3K | 0.05% | −500−22.2% | Reduced |
| Ci Investments Inc. | 1,772 | $500.0K | 0.00% | −500−22.0% | Reduced |