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 |
|---|---|---|---|---|---|
| Rebalance, LLC | 1,090 | $307.8K | 0.02% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,072 | $302.6K | 0.02% | +1,072 | New |
| TD Waterhouse Canada Inc. | 1,083 | $299.6K | 0.00% | −197−15.4% | Reduced |
| Dorsey Wright & Associates | 1,044 | $295.0K | 0.08% | −261−20.0% | 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 |
| Astoria Portfolio Advisors LLC. | 1,021 | $288.3K | 0.10% | −128−11.1% | Reduced |
| Hyperion Capital Advisors LP | 1,010 | $285.2K | 0.13% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,003 | $283.2K | 0.02% | −51−4.8% | Reduced |
| 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 |
| King Luther Capital Management Corp | 990 | $279.5K | 0.00% | +39+4.1% | Added |
| Prelude Capital Management, LLC | 979 | $276.4K | 0.02% | −148−13.1% | Reduced |
| Catalina Capital Group, LLC | 970 | $273.9K | 0.10% | −2−0.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 968 | $273.0K | 0.00% | −116,366−99.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 958 | $270.5K | 0.01% | +958 | New |
| Roanoke Asset Management Corp | 950 | $268.0K | 0.09% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 942 | $266.0K | 0.05% | +6+0.6% | Added |
| Investment Partners Asset Management, Inc. | 941 | $265.7K | 0.24% | −80−7.8% | Reduced |
| High Note Wealth, LLC | 935 | $264.0K | 0.08% | 00.0% | Unchanged |
| Larson Financial Group LLC | 925 | $261.2K | 0.02% | −107−10.4% | Reduced |
| Empirical Asset Management, LLC | 919 | $259.4K | 0.10% | +124+15.6% | Added |
| Geneos Wealth Management Inc. | 917 | $258.9K | 0.01% | 00.0% | Unchanged |
| Private Client Services, LLC | 913 | $257.8K | 0.16% | +913 | New |
| Silverlake Wealth Management LLC | 900 | $254.1K | 0.10% | 00.0% | Unchanged |
| Martingale Asset Management L P | 898 | $253.6K | 0.01% | −7,454−89.2% | Reduced |
| Atria Wealth Solutions, Inc. | 896 | $253.0K | 0.00% | −191−17.6% | Reduced |
| Frank, Rimerman Advisors LLC | 895 | $252.7K | 0.02% | +895 | New |
| Keebeck Alpha, LP | 893 | $252.2K | 0.19% | −111−11.1% | Reduced |
| Intrust Bank NA | 887 | $250.5K | 0.03% | −36−3.9% | Reduced |
| Tiemann Investment Advisors, LLC | 880 | $248.5K | 0.11% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 878 | $247.9K | 0.07% | +52+6.3% | Added |
| TFB Advisors LLC | 868 | $245.1K | 0.08% | +19+2.2% | Added |
| EP Wealth Advisors, LLC | 865 | $244.3K | 0.00% | +211+32.3% | Added |
| Linden Thomas Advisory Services, LLC | 863 | $243.7K | 0.04% | +31+3.7% | Added |
| Capital World Investors | 860 | $242.8K | 0.00% | +860 | New |
| Paulson Wealth Management Inc. | 858 | $242.3K | 0.07% | 00.0% | Unchanged |
| Arden Trust Co | 843 | $238.0K | 0.03% | −18−2.1% | Reduced |
| Vista Wealth Management Group, LLC | 842 | $237.8K | 0.02% | +26+3.2% | Added |
| Jackson Creek Investment Advisors LLC | 841 | $237.0K | 0.09% | +841 | New |
| New Vernon Capital Holdings II LLC | 838 | $236.6K | 0.13% | 00.0% | Unchanged |
| Fifth Third Bancorp | 837 | $236.3K | 0.00% | +9+1.1% | Added |
| Regions Financial Corp | 830 | $234.4K | 0.00% | −8−1.0% | Reduced |
| Edmp, Inc. | 826 | $233.2K | 0.21% | −292−26.1% | Reduced |
| Exchange Traded Concepts, LLC | 814 | $229.8K | 0.01% | +739+985.3% | Added |
| Atomi Financial Group, Inc. | 814 | $229.7K | 0.02% | +133+19.5% | Added |
| Clarius Group, LLC | 812 | $229.3K | 0.02% | +1+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 811 | $229.1K | 0.02% | +39+5.1% | Added |
| Wedbush Securities Inc | 806 | $228.0K | 0.01% | −305−27.5% | Reduced |
| Phillips Wealth Planners LLC | 1,558 | $227.8K | 0.24% | +772+98.2% | Added |
| BayBridge Capital Group, LLC | 801 | $226.2K | 0.18% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 800 | $225.9K | 0.01% | −273−25.4% | Reduced |
| United Capital Financial Advisers, LLC | 791 | $223.4K | 0.00% | +791 | New |
| GAMMA Investing LLC | 789 | $222.8K | 0.03% | +155+24.4% | Added |
| Private Trust Co NA | 784 | $221.4K | 0.02% | −41−5.0% | Reduced |
| Lakeview Capital Partners, LLC | 684 | $217.2K | 0.04% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 769 | $217.1K | 0.03% | −22−2.8% | Reduced |
| Atria Investments LLC | 755 | $213.3K | 0.00% | +755 | New |
| Covenant Asset Management, LLC | 755 | $213.2K | 0.05% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 754 | $212.9K | 0.04% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 754 | $212.9K | 0.00% | +754 | New |
| Lake Street Advisors Group, LLC | 752 | $212.3K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 752 | $212.3K | 0.00% | +5+0.7% | Added |
| First Interstate Bank | 750 | $211.8K | 0.01% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 746 | $210.6K | 0.02% | −120−13.9% | Reduced |
| National Asset Management, Inc. | 745 | $210.4K | 0.01% | −564−43.1% | Reduced |
| Marathon Trading Investment Management LLC | 742 | $209.5K | 0.06% | +742 | New |
| Advisory Services Network, LLC | 738 | $208.5K | 0.00% | +8+1.1% | Added |
| Community Bank & Trust, Waco, Texas | 735 | $208.0K | 0.05% | 00.0% | Unchanged |
| Intrua Financial, LLC | 735 | $207.5K | 0.03% | −131−15.1% | Reduced |
| Institute for Wealth Management, LLC. | 732 | $206.6K | 0.03% | −57−7.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 725 | $204.7K | 0.00% | −13−1.8% | Reduced |
| Parametrica Management Ltd | 725 | $204.7K | 0.27% | +725 | New |
| First Western Trust Bank | 722 | $203.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 720 | $203.3K | 0.06% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 717 | $202.5K | 0.10% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 712 | $201.0K | 0.05% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 666 | $188.1K | 0.03% | +666 | New |
| Ostrum Asset Management | 638 | $180.2K | 0.02% | +638 | New |
| Bangor Savings Bank | 636 | $179.6K | 0.02% | −212−25.0% | Reduced |
| Ronald Blue Trust, Inc. | 556 | $176.5K | 0.00% | +345+163.5% | Added |
| Farther Finance Advisors, LLC | 632 | $175.0K | 0.01% | +484+327.0% | Added |
| Focused Wealth Management, Inc | 600 | $169.4K | 0.02% | +600 | New |
| JJJ Advisors Inc. | 568 | $160.4K | 0.03% | +93+19.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 559 | $157.8K | 0.01% | −310−35.7% | Reduced |
| EverSource Wealth Advisors, LLC | 965 | $149.3K | 0.01% | +439+83.5% | Added |
| Walleye Capital LLC | 496 | $140.1K | 0.00% | −11,479−95.9% | Reduced |
| Colonial Trust Co | 489 | $138.1K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 470 | $132.7K | 0.00% | +110+30.6% | Added |
| Covestor Ltd | 460 | $130.0K | 0.08% | +348+310.7% | Added |
| Global Retirement Partners, LLC | 456 | $128.9K | 0.00% | −1−0.2% | Reduced |
| Whittier Trust Co | 430 | $121.4K | 0.00% | +225+109.8% | Added |
| NVWM, LLC | 425 | $120.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 408 | $115.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 401 | $113.2K | 0.00% | −375−48.3% | 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 |
| Bessemer Group Inc | 394 | $112.0K | 0.00% | −95−19.4% | Reduced |