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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 8,089 | $2.28M | 0.12% | +1,975+32.3% | Added |
| Zacks Investment Management | 8,092 | $2.28M | 0.03% | +8,092 | New |
| Wellington Management Group LLP | 8,153 | $2.30M | 0.00% | +8,153 | New |
| TrimTabs Asset Management, LLC | 8,193 | $2.31M | 0.57% | +975+13.5% | Added |
| Ritholtz Wealth Management | 8,199 | $2.32M | 0.08% | +2,706+49.3% | Added |
| Credit Agricole S A | 8,238 | $2.33M | 0.01% | +8,049+4,258.7% | Added |
| Formidable Asset Management, LLC | 8,247 | $2.33M | 0.38% | −2,176−20.9% | Reduced |
| Bank of Stockton | 8,300 | $2.34M | 0.74% | −221−2.6% | Reduced |
| Engineers Gate Manager LP | 8,468 | $2.39M | 0.05% | +8,468 | New |
| Bell & Brown Wealth Advisors, LLC | 17,095 | $2.42M | 1.05% | −2,085−10.9% | Reduced |
| Cascade Investment Advisors, Inc. | 8,570 | $2.42M | 1.63% | −72−0.8% | Reduced |
| Chartwell Investment Partners, LLC | 8,604 | $2.43M | 0.09% | −76−0.9% | Reduced |
| GHP Investment Advisors, Inc. | 8,720 | $2.46M | 0.12% | −871−9.1% | Reduced |
| Occidental Asset Management, LLC | 8,757 | $2.47M | 0.43% | +367+4.4% | Added |
| Kingsview Wealth Management, LLC | 8,833 | $2.49M | 0.06% | +5,470+162.7% | Added |
| Gleason Group, Inc. | 9,004 | $2.54M | 0.52% | +35+0.4% | Added |
| Kovitz Investment Group Partners, LLC | 9,028 | $2.55M | 0.02% | +9,028 | New |
| Parsons Capital Management Inc | 9,042 | $2.55M | 0.17% | −82−0.9% | Reduced |
| Range Financial Group LLC | 9,148 | $2.58M | 1.32% | −41−0.4% | Reduced |
| Valley National Advisers Inc | 9,165 | $2.59M | 0.38% | −520−5.4% | Reduced |
| National Bank of Canada | 9,501 | $2.62M | 0.00% | +415+4.6% | Added |
| TD Asset Management Inc | 9,374 | $2.65M | 0.00% | +4,667+99.2% | Added |
| Sheets Smith Wealth Management | 9,400 | $2.65M | 0.32% | −2,750−22.6% | Reduced |
| Tredje AP-fonden | 9,581 | $2.71M | 0.03% | −5,361−35.9% | Reduced |
| Omers Administration Corp | 9,622 | $2.72M | 0.03% | +9,622 | New |
| Vision Capital Management, Inc. | 9,636 | $2.72M | 0.40% | −576−5.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,785 | $2.76M | 0.01% | −111−1.1% | Reduced |
| DnB Asset Management AS | 9,850 | $2.78M | 0.01% | +344+3.6% | Added |
| Stifel Financial Corp | 10,026 | $2.83M | 0.00% | −57−0.6% | Reduced |
| Advisors Asset Management, Inc. | 10,040 | $2.83M | 0.06% | −912−8.3% | Reduced |
| Tocqueville Asset Management L.P. | 10,184 | $2.88M | 0.05% | −1,142−10.1% | Reduced |
| Tower Research Capital LLC (TRC) | 10,331 | $2.92M | 0.05% | +7,081+217.9% | Added |
| Stonebridge Capital Management Inc | 20,820 | $2.94M | 1.25% | +10,360+99.0% | Added |
| Utah Retirement Systems | 10,430 | $2.95M | 0.03% | −558−5.1% | Reduced |
| La Banque Postale Asset Management SA | 10,489 | $2.96M | 0.12% | +10,489 | New |
| Banque Cantonale Vaudoise | 10,531 | $2.97M | 0.12% | +9,914+1,606.8% | Added |
| Level Four Advisory Services, LLC | 10,543 | $2.98M | 0.13% | −3,842−26.7% | Reduced |
| Clearstead Advisors, LLC | 10,604 | $2.99M | 0.05% | +10,531+14,426.0% | Added |
| Point72 Hong Kong Ltd | 10,687 | $3.02M | 0.18% | +10,687 | New |
| Quantinno Capital Management LP | 10,704 | $3.02M | 0.05% | +3,321+45.0% | Added |
| Roberts Wealth Advisors, LLC | 21,290 | $3.03M | 1.03% | +10,775+102.5% | Added |
| Twin Capital Management Inc | 10,878 | $3.07M | 0.36% | +416+4.0% | Added |
| XTX Topco Ltd | 10,893 | $3.08M | 0.26% | +10,893 | New |
| Concord Wealth Partners | 11,272 | $3.18M | 0.56% | +1,983+21.3% | Added |
| Wetherby Asset Management Inc | 11,295 | $3.19M | 0.15% | −747−6.2% | Reduced |
| Mercer Global Advisors Inc | 11,319 | $3.20M | 0.01% | −364−3.1% | Reduced |
| Concord Asset Management, LLC | 11,374 | $3.21M | 0.80% | +2,118+22.9% | Added |
| Peapack Gladstone Financial Corp | 11,429 | $3.23M | 0.05% | −408−3.4% | Reduced |
| Soltis Investment Advisors LLC | 11,595 | $3.27M | 0.35% | −4,976−30.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 11,875 | $3.28M | 0.01% | +11,875 | New |
| Congress Wealth Management LLC | 11,660 | $3.29M | 0.05% | −3,354−22.3% | Reduced |
| British Columbia Investment Management Corp | 11,690 | $3.30M | 0.02% | +4,415+60.7% | Added |
| Jensen Investment Management Inc | 11,740 | $3.32M | 0.03% | −1,600−12.0% | Reduced |
| Martin Capital Advisors, LLP | 11,824 | $3.34M | 2.50% | +30.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,867 | $3.35M | 0.00% | −3,479−22.7% | Reduced |
| Johnson Investment Counsel Inc | 11,882 | $3.36M | 0.04% | −556−4.5% | Reduced |
| IFM Investors Pty Ltd | 11,991 | $3.39M | 0.03% | +217+1.8% | Added |
| Cunning Capital Partners, LP | 12,000 | $3.39M | 1.93% | 00.0% | Unchanged |
| Insight Inv LLC | 12,063 | $3.41M | 2.94% | −1,012−7.7% | Reduced |
| South Dakota Investment Council | 12,180 | $3.44M | 0.07% | −4,056−25.0% | Reduced |
| L2 Asset Management, LLC | 12,372 | $3.49M | 1.05% | +9,203+290.4% | Added |
| Sequoia Financial Advisors, LLC | 12,547 | $3.54M | 0.04% | +1,164+10.2% | Added |
| Regatta Capital Group, LLC | 12,553 | $3.54M | 0.76% | +363+3.0% | Added |
| Promethos Capital, LLC | 12,594 | $3.56M | 1.35% | +6,720+114.4% | Added |
| Creative Planning | 12,655 | $3.57M | 0.00% | +559+4.6% | Added |
| Blair William & Co | 12,673 | $3.58M | 0.01% | +127+1.0% | Added |
| Macquarie Group Ltd | 12,745 | $3.60M | 0.00% | +365+2.9% | Added |
| Cetera Investment Advisers | 12,786 | $3.61M | 0.01% | +741+6.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,811 | $3.62M | 0.01% | −15,263−54.4% | Reduced |
| Spectrum Wealth Counsel, LLC | 12,956 | $3.66M | 0.46% | −831−6.0% | Reduced |
| J. Safra Sarasin Holding AG | 12,960 | $3.66M | 0.07% | +12,960 | New |
| New Mexico Educational Retirement Board | 13,000 | $3.67M | 0.13% | −600−4.4% | Reduced |
| Coldstream Capital Management Inc | 13,076 | $3.69M | 0.09% | +50.0% | Added |
| Centric Wealth Management | 23,837 | $3.71M | 1.07% | +10,648+80.7% | Added |
| Northern Oak Wealth Management Inc | 13,192 | $3.73M | 0.45% | −12,169−48.0% | Reduced |
| Xponance, Inc. | 13,290 | $3.75M | 0.04% | +2,078+18.5% | Added |
| Oregon Public Employees Retirement Fund | 13,323 | $3.76M | 0.07% | −2,540−16.0% | Reduced |
| Hennessy Advisors Inc | 13,400 | $3.78M | 0.14% | −200−1.5% | Reduced |
| Alamar Capital Management, LLC | 13,688 | $3.87M | 2.34% | +13,688 | New |
| M&T Bank Corp | 13,762 | $3.89M | 0.01% | −30.0% | Reduced |
| TownSquare Capital, LLC | 13,862 | $3.91M | 0.05% | −1,637−10.6% | Reduced |
| Cullinan Associates Inc | 14,000 | $3.95M | 0.22% | −2,000−12.5% | Reduced |
| Great Diamond Partners, LLC | 14,201 | $4.01M | 0.94% | +1,050+8.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,241 | $4.02M | 0.03% | +52+0.4% | Added |
| Lakewood Asset Management LLC | 14,265 | $4.03M | 2.81% | −335−2.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,340 | $4.05M | 0.10% | +32+0.2% | Added |
| Monument Capital Management | 14,370 | $4.06M | 1.19% | +44+0.3% | Added |
| Brinker Capital Investments, LLC | 14,427 | $4.07M | 0.04% | −361−2.4% | Reduced |
| Orion Portfolio Solutions, LLC | 14,427 | $4.07M | 0.04% | −361−2.4% | Reduced |
| JustInvest LLC | 14,523 | $4.10M | 0.08% | +2,346+19.3% | Added |
| Van Eck Associates Corp | 14,544 | $4.11M | 0.01% | +14,544 | New |
| Salem Investment Counselors Inc | 14,665 | $4.14M | 0.13% | −240−1.6% | Reduced |
| CapWealth Advisors, LLC | 14,847 | $4.19M | 0.53% | −191−1.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 15,050 | $4.25M | 0.18% | −1,300−8.0% | Reduced |
| Investment Management Corp of Ontario | 15,095 | $4.26M | 0.12% | +14,095+1,409.5% | Added |
| Boothbay Fund Management, LLC | 15,097 | $4.26M | 0.14% | +15,097 | New |
| AXA S.A. | 15,295 | $4.32M | 0.01% | −8,575−35.9% | Reduced |
| Trexquant Investment LP | 15,325 | $4.33M | 0.07% | −46,864−75.4% | Reduced |
| HighTower Advisors, LLC | 15,629 | $4.42M | 0.01% | −1,485−8.7% | Reduced |
| Thrivent Financial for Lutherans | 15,638 | $4.42M | 0.01% | −550−3.4% | Reduced |