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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 1,781 | $503.0K | 0.01% | +839+89.1% | Added |
| Ascent Group, LLC | 1,784 | $503.7K | 0.04% | +600+50.7% | Added |
| Veriti Management LLC | 1,785 | $504.0K | 0.03% | +424+31.2% | Added |
| CIBC Asset Management Inc | 1,787 | $504.6K | 0.00% | −78−4.2% | Reduced |
| Central Trust Co | 1,795 | $506.9K | 0.01% | −163−8.3% | Reduced |
| Vaughan David Investments LLC | 1,800 | $508.0K | 0.01% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 1,816 | $513.0K | 0.23% | +839+85.9% | Added |
| Hantz Financial Services, Inc. | 1,825 | $515.0K | 0.01% | −198−9.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,827 | $515.9K | 0.04% | +20+1.1% | Added |
| Toroso Investments, LLC | 1,846 | $521.3K | 0.01% | −6,079−76.7% | Reduced |
| Bryn Mawr Trust Co | 1,854 | $523.5K | 0.02% | −9−0.5% | Reduced |
| Fulcrum Capital LLC | 1,860 | $525.2K | 0.12% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,893 | $525.4K | 0.01% | +1,031+119.6% | Added |
| Profund Advisors LLC | 1,864 | $526.3K | 0.02% | −672−26.5% | Reduced |
| Bailard, Inc. | 1,871 | $528.3K | 0.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,884 | $532.0K | 0.15% | +1,175+165.7% | Added |
| Hillsdale Investment Management Inc. | 1,900 | $536.5K | 0.04% | +1,900 | New |
| Wendell David Associates Inc | 1,913 | $540.0K | 0.06% | −100−5.0% | Reduced |
| Sherbrooke Park Advisers LLC | 1,946 | $549.5K | 0.10% | −184−8.6% | Reduced |
| LRT Capital Management, LLC | 3,911 | $552.2K | 0.52% | +73+1.9% | Added |
| Center For Asset Management LLC | 3,928 | $554.6K | 0.37% | +2,055+109.7% | Added |
| Northstar Asset Management LLC | 2,000 | $564.7K | 0.14% | 00.0% | Unchanged |
| Lindenwold Advisors | 2,043 | $576.9K | 0.31% | −63−3.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,057 | $580.8K | 0.04% | +2,057 | New |
| Agf Management Ltd | 2,062 | $582.2K | 0.00% | +2,062 | New |
| Chicago Trust Co NA | 2,065 | $583.1K | 0.12% | +270+15.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,068 | $584.1K | 0.02% | −35−1.7% | Reduced |
| McBroom & Associates, LLC | 2,090 | $590.2K | 0.37% | 00.0% | Unchanged |
| AMG National Trust Bank | 2,092 | $590.7K | 0.02% | 00.0% | Unchanged |
| CSS LLC | 2,100 | $593.0K | 0.04% | −300−12.5% | Reduced |
| Daiwa Securities Group Inc. | 4,200 | $593.0K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 2,102 | $593.5K | 0.18% | −5,694−73.0% | Reduced |
| Impax Asset Management Group plc | 2,125 | $600.0K | 0.00% | +2,125 | New |
| Vontobel Holding Ltd. | 2,149 | $606.8K | 0.00% | +2,149 | New |
| MWA Asset Management | 2,160 | $610.0K | 0.43% | −81−3.6% | Reduced |
| First Citizens Bank & Trust Co | 2,174 | $613.9K | 0.01% | +337+18.3% | Added |
| Evergreen Capital Management LLC | 2,181 | $615.9K | 0.02% | +719+49.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,270 | $641.1K | 0.00% | +760+50.3% | Added |
| Ethic Inc. | 2,277 | $643.0K | 0.02% | +221+10.7% | Added |
| Massmutual Trust Co FSB | 2,283 | $644.7K | 0.02% | −171−7.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,248 | $645.9K | 0.00% | −14,122−86.3% | Reduced |
| Metis Global Partners, LLC | 2,293 | $647.5K | 0.02% | −154−6.3% | Reduced |
| Graypoint LLC | 2,334 | $659.1K | 0.05% | +32+1.4% | Added |
| Balyasny Asset Management LLC | 2,340 | $660.7K | 0.00% | −38,966−94.3% | Reduced |
| Csenge Advisory Group | 2,340 | $660.7K | 0.04% | −22−0.9% | Reduced |
| Smith Group Asset Management, LLC | 2,350 | $663.6K | 0.06% | +2,350 | New |
| Cullen/Frost Bankers, Inc. | 2,363 | $667.2K | 0.01% | −395−14.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,378 | $671.6K | 0.32% | −60−2.5% | Reduced |
| Brown Advisory Inc | 2,393 | $675.7K | 0.00% | −508−17.5% | Reduced |
| Prospera Financial Services Inc | 2,413 | $681.4K | 0.02% | −49−2.0% | Reduced |
| WESPAC Advisors, LLC | 2,440 | $689.0K | 0.54% | −551−18.4% | Reduced |
| AustralianSuper Pty Ltd | 2,450 | $691.8K | 0.00% | +2,450 | New |
| Principal Securities, Inc. | 2,471 | $697.7K | 0.02% | +188+8.2% | Added |
| Renasant Bank | 2,491 | $703.4K | 0.48% | −183−6.8% | Reduced |
| Signaturefd, LLC | 2,494 | $704.2K | 0.01% | +150+6.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,499 | $705.6K | 0.03% | +6+0.2% | Added |
| Taurus Asset Management, LLC | 2,500 | $705.9K | 0.07% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 2,500 | $706.1K | 0.05% | −146−5.5% | Reduced |
| Patten & Patten Inc | 2,507 | $708.0K | 0.05% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,527 | $714.0K | 0.13% | +2+0.1% | Added |
| Alexander Labrunerie & Co., Inc. | 2,533 | $715.2K | 0.38% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,549 | $719.8K | 0.04% | −1,508−37.2% | Reduced |
| Shelton Capital Management | 2,550 | $720.0K | 0.02% | −159−5.9% | Reduced |
| CWM Advisors, LLC | 2,581 | $728.8K | 0.08% | −227−8.1% | Reduced |
| Ballentine Partners, LLC | 2,627 | $741.8K | 0.01% | +128+5.1% | Added |
| Oppenheimer & Co Inc | 2,635 | $744.0K | 0.01% | +122+4.9% | Added |
| Affinity Investment Advisors, LLC | 2,636 | $744.3K | 0.56% | +2,636 | New |
| Klein Pavlis & Peasley Financial, Inc. | 2,645 | $747.0K | 0.66% | −1,855−41.2% | Reduced |
| RFG Advisory, LLC | 2,650 | $748.2K | 0.02% | −459−14.8% | Reduced |
| Burney Co | 2,653 | $749.1K | 0.03% | −77−2.8% | Reduced |
| Kestra Advisory Services, LLC | 2,679 | $756.5K | 0.00% | +423+18.8% | Added |
| E. Ohman J:or Asset Management AB | 2,700 | $762.4K | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,738 | $773.3K | 0.23% | −1,012−27.0% | Reduced |
| TFG Advisers LLC | 2,746 | $775.5K | 0.30% | +83+3.1% | Added |
| Penserra Capital Management LLC | 5,495 | $776.0K | 0.01% | −1,136−17.1% | Reduced |
| Berkeley, Inc | 5,585 | $788.5K | 0.49% | +47+0.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,775 | $793.2K | 0.01% | −6,372−69.7% | Reduced |
| Lisanti Capital Growth, LLC | 2,850 | $804.8K | 0.19% | +1,220+74.8% | Added |
| BancorpSouth Bank | 2,870 | $810.4K | 0.06% | +16+0.6% | Added |
| Toronto Dominion Bank | 5,851 | $826.1K | 0.00% | +5,851 | New |
| Cooper Financial Group | 2,936 | $829.1K | 0.12% | +297+11.3% | Added |
| Burton Enright Welch | 2,937 | $829.3K | 0.19% | −320−9.8% | Reduced |
| Raymond James Trust N.A. | 2,951 | $833.3K | 0.02% | −91−3.0% | Reduced |
| Synovus Financial Corp | 2,969 | $838.4K | 0.01% | +7+0.2% | Added |
| Bank of Nova Scotia | 5,963 | $842.0K | 0.00% | +2,880+93.4% | Added |
| Landscape Capital Management, L.L.C. | 2,992 | $844.9K | 0.07% | +2,992 | New |
| Mount Vernon Associates Inc | 3,000 | $847.0K | 0.75% | −100−3.2% | Reduced |
| Atlas Capital Advisors LLC | 3,010 | $849.9K | 0.11% | −500−14.2% | Reduced |
| Westmount Partners, LLC | 3,079 | $852.5K | 0.28% | −13−0.4% | Reduced |
| Empirical Finance, LLC | 3,064 | $865.2K | 0.05% | +25+0.8% | Added |
| Merit Financial Group, LLC | 3,066 | $865.8K | 0.02% | +3,066 | New |
| Resources Investment Advisors, LLC. | 3,129 | $883.5K | 0.01% | +784+33.4% | Added |
| Roberts Capital Advisors, LLC | 2,798 | $888.4K | 0.85% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,153 | $890.3K | 0.00% | −27−0.8% | Reduced |
| Greenleaf Trust | 3,169 | $894.8K | 0.01% | +20+0.6% | Added |
| Pitcairn Co | 3,213 | $907.3K | 0.06% | +2,081+183.8% | Added |
| Mackenzie Financial Corp | 3,283 | $927.0K | 0.00% | +3,283 | New |
| CIBC World Markets Corp | 3,291 | $929.3K | 0.01% | +796+31.9% | Added |
| Park Avenue Securities LLC | 3,312 | $935.0K | 0.01% | +356+12.0% | Added |
| Private Advisory Group LLC | 3,314 | $935.8K | 0.12% | −560−14.5% | Reduced |