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 |
|---|---|---|---|---|---|
| Northstar Asset Management LLC | 2,000 | $564.7K | 0.14% | 00.0% | Unchanged |
| Center For Asset Management LLC | 3,928 | $554.6K | 0.37% | +2,055+109.7% | Added |
| LRT Capital Management, LLC | 3,911 | $552.2K | 0.52% | +73+1.9% | Added |
| Sherbrooke Park Advisers LLC | 1,946 | $549.5K | 0.10% | −184−8.6% | Reduced |
| Wendell David Associates Inc | 1,913 | $540.0K | 0.06% | −100−5.0% | Reduced |
| Hillsdale Investment Management Inc. | 1,900 | $536.5K | 0.04% | +1,900 | New |
| DGS Capital Management, LLC | 1,884 | $532.0K | 0.15% | +1,175+165.7% | Added |
| Bailard, Inc. | 1,871 | $528.3K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,864 | $526.3K | 0.02% | −672−26.5% | Reduced |
| RSM US Wealth Management LLC | 1,893 | $525.4K | 0.01% | +1,031+119.6% | Added |
| Fulcrum Capital LLC | 1,860 | $525.2K | 0.12% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,854 | $523.5K | 0.02% | −9−0.5% | Reduced |
| Toroso Investments, LLC | 1,846 | $521.3K | 0.01% | −6,079−76.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,827 | $515.9K | 0.04% | +20+1.1% | Added |
| Hantz Financial Services, Inc. | 1,825 | $515.0K | 0.01% | −198−9.8% | Reduced |
| Thrive Capital Management, LLC | 1,816 | $513.0K | 0.23% | +839+85.9% | Added |
| Vaughan David Investments LLC | 1,800 | $508.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,795 | $506.9K | 0.01% | −163−8.3% | Reduced |
| CIBC Asset Management Inc | 1,787 | $504.6K | 0.00% | −78−4.2% | Reduced |
| Veriti Management LLC | 1,785 | $504.0K | 0.03% | +424+31.2% | Added |
| Ascent Group, LLC | 1,784 | $503.7K | 0.04% | +600+50.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,781 | $503.0K | 0.01% | +839+89.1% | Added |
| Ci Investments Inc. | 1,772 | $500.0K | 0.00% | −500−22.0% | Reduced |
| Naples Global Advisors, LLC | 1,754 | $495.3K | 0.05% | −500−22.2% | Reduced |
| Checchi Capital Advisers, LLC | 1,684 | $475.5K | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 1,680 | $474.0K | 0.02% | −803−32.3% | Reduced |
| Absher Wealth Management, LLC | 1,673 | $472.4K | 0.07% | −36−2.1% | Reduced |
| SkyOak Wealth, LLC | 1,671 | $471.8K | 0.11% | −223−11.8% | Reduced |
| Resonant Capital Advisors, LLC | 1,667 | $470.7K | 0.04% | +123+8.0% | Added |
| iA Global Asset Management Inc. | 1,662 | $469.0K | 0.01% | +1,662 | New |
| Two Sigma Securities, LLC | 1,657 | $467.9K | 0.02% | +73+4.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,639 | $462.7K | 0.00% | +433+35.9% | Added |
| PFG Investments, LLC | 1,616 | $456.2K | 0.03% | −300−15.7% | Reduced |
| Rafferty Asset Management, LLC | 1,589 | $448.7K | 0.00% | +1,589 | New |
| Diversify Advisory Services, LLC | 3,145 | $447.2K | 0.02% | −592−15.8% | Reduced |
| Scotia Capital Inc. | 3,165 | $447.0K | 0.00% | +949+42.8% | Added |
| Lido Advisors, LLC | 1,579 | $446.1K | 0.00% | +46+3.0% | Added |
| Consolidated Planning Corp | 1,563 | $441.4K | 0.07% | +420+36.7% | Added |
| Impact Partnership Wealth, LLC | 1,554 | $438.9K | 0.12% | +783+101.6% | Added |
| Isthmus Partners, LLC | 1,549 | $437.4K | 0.05% | +53+3.5% | Added |
| Ignite Planners, LLC | 1,562 | $437.2K | 0.11% | +16+1.0% | Added |
| Cambria Investment Management, L.P. | 1,539 | $434.6K | 0.03% | −387−20.1% | Reduced |
| Wambolt & Associates, LLC | 1,567 | $433.9K | 0.13% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 1,532 | $432.6K | 0.17% | −3−0.2% | Reduced |
| Confluence Wealth Services, Inc. | 1,508 | $425.8K | 0.03% | −50−3.2% | Reduced |
| Gateway Wealth Partners, LLC | 1,500 | $423.6K | 0.13% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 1,485 | $419.3K | 0.08% | −15−1.0% | Reduced |
| Brown Brothers Harriman & Co | 1,477 | $417.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,467 | $414.2K | 0.03% | +154+11.7% | Added |
| Keybank National Association | 1,453 | $410.3K | 0.00% | −20−1.4% | Reduced |
| Seven Mile Advisory | 1,450 | $409.4K | 0.30% | +11+0.8% | Added |
| Nebula Research & Development LLC | 1,434 | $404.9K | 0.07% | +1,434 | New |
| Creekside Partners | 1,430 | $403.8K | 0.22% | +1,430 | New |
| Parallel Advisors, LLC | 1,423 | $401.8K | 0.01% | +61+4.5% | Added |
| We Are One Seven, LLC | 1,422 | $401.5K | 0.02% | +309+27.8% | Added |
| Kaizen Financial Strategies | 2,690 | $401.4K | 0.25% | +1,145+74.1% | Added |
| Florida Financial Advisors, LLC | 1,672 | $398.5K | 0.24% | +490+41.5% | Added |
| Balanced Rock Investment Advisor | 1,390 | $392.5K | 0.33% | −9−0.6% | Reduced |
| Verdad Advisers, LP | 1,386 | $391.4K | 0.45% | +1,386 | New |
| Qsemble Capital Management, LP | 1,382 | $390.2K | 0.07% | +1,382 | New |
| Diversify Wealth Management, LLC | 2,869 | $385.6K | 0.05% | +2,869 | New |
| One Wealth Advisors, LLC | 2,710 | $383.6K | 0.08% | +1,991+276.9% | Added |
| Proficio Capital Partners LLC | 1,312 | $370.5K | 0.04% | −8−0.6% | Reduced |
| MainStreet Investment Advisors LLC | 2,618 | $369.6K | 0.05% | +115+4.6% | Added |
| Trajan Wealth LLC | 1,293 | $365.1K | 0.02% | −134−9.4% | Reduced |
| Plimoth Trust Co LLC | 1,280 | $361.4K | 0.10% | −5−0.4% | Reduced |
| Saxon Interests, Inc. | 1,274 | $359.7K | 0.17% | −35−2.7% | Reduced |
| SG Americas Securities, LLC | 1,263 | $357.0K | 0.00% | −3,107−71.1% | Reduced |
| Yeomans Consulting Group, Inc. | 1,264 | $356.9K | 0.14% | +1,264 | New |
| Smithbridge Asset Management Inc | 1,256 | $354.8K | 0.07% | +6+0.5% | Added |
| Benchmark Financial Wealth Advisors, LLC | 1,256 | $354.7K | 0.13% | +221+21.4% | Added |
| 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 |
| Trust Point Inc. | 1,252 | $353.5K | 0.03% | −115−8.4% | Reduced |
| IFP Advisors, Inc | 1,251 | $353.0K | 0.01% | +85+7.3% | Added |
| Forum Financial Management, LP | 1,246 | $351.7K | 0.01% | +6+0.5% | Added |
| Syverson Strege & Co | 1,232 | $347.8K | 0.12% | +5+0.4% | Added |
| Klingman & Associates, LLC | 1,222 | $345.1K | 0.02% | −31−2.5% | Reduced |
| Kathmere Capital Management, LLC | 1,203 | $339.7K | 0.04% | +1,203 | New |
| Avantax Advisory Services, Inc. | 1,202 | $339.3K | 0.00% | +189+18.7% | Added |
| CWM, LLC | 1,185 | $335.0K | 0.00% | −16,662−93.4% | Reduced |
| Motley Fool Asset Management LLC | 1,204 | $333.4K | 0.02% | −21−1.7% | Reduced |
| Hanseatic Management Services Inc | 1,178 | $332.6K | 0.50% | −1−0.1% | Reduced |
| Precision Wealth Strategies, LLC | 1,172 | $330.9K | 0.34% | +1,172 | New |
| Blue Investment Partners LLC | 1,169 | $330.1K | 0.15% | +1,169 | New |
| Camelot Portfolios, LLC | 1,167 | $329.5K | 0.19% | +1,167 | New |
| Prime Capital Investment Advisors, LLC | 1,154 | $325.7K | 0.00% | −515−30.9% | Reduced |
| Gallacher Capital Management LLC | 1,151 | $325.0K | 0.17% | +44+4.0% | Added |
| Nomura Holdings Inc | 1,148 | $324.2K | 0.00% | −2,622−69.5% | Reduced |
| Glenview Trust Co | 1,147 | $323.9K | 0.01% | −39−3.3% | Reduced |
| Sigma Planning Corp | 1,140 | $321.9K | 0.01% | +2+0.2% | Added |
| American Money Management, LLC | 1,129 | $318.8K | 0.07% | +4+0.4% | Added |
| Portside Wealth Group, LLC | 1,121 | $316.5K | 0.06% | −196−14.9% | Reduced |
| Seeds Investor LLC | 1,119 | $316.0K | 0.16% | +443+65.5% | Added |
| Canopy Partners, LLC | 1,117 | $315.4K | 0.15% | +201+21.9% | Added |
| Simplex Trading, LLC | 1,117 | $315.0K | 0.01% | −8,390−88.3% | Reduced |
| Harvest Fund Management Co., Ltd | 1,102 | $312.0K | 0.02% | +357+47.9% | Added |
| Independent Financial Group, LLC | 1,104 | $311.7K | 0.01% | +368+50.0% | Added |
| Three Seasons Wealth, LLC | 1,096 | $309.5K | 0.17% | −1,071−49.4% | Reduced |
| NorthRock Partners, LLC | 1,092 | $308.3K | 0.01% | −85−7.2% | Reduced |