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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 359 | $101.3K | 0.01% | +1+0.3% | Added |
| DT Investment Partners, LLC | 347 | $98.0K | 0.01% | −53−13.3% | Reduced |
| State of Wyoming | 321 | $90.6K | 0.01% | +320+32,000.0% | Added |
| Archer Investment Corp | 300 | $84.7K | 0.02% | −100−25.0% | Reduced |
| Evermay Wealth Management LLC | 300 | $84.7K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 297 | $83.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 297 | $83.8K | 0.01% | −1−0.3% | Reduced |
| Painted Porch Advisors LLC | 294 | $83.0K | 0.05% | +294 | New |
| Anchor Investment Management, LLC | 275 | $77.8K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 250 | $70.6K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 249 | $70.3K | 0.00% | +249 | New |
| Allworth Financial LP | 469 | $68.8K | 0.00% | +212+82.5% | Added |
| Jones Financial Companies LLLP | 243 | $68.6K | 0.00% | +243 | New |
| Lindbrook Capital, LLC | 236 | $66.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 230 | $64.9K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 215 | $60.7K | 0.01% | −4−1.8% | Reduced |
| Front Row Advisors LLC | 209 | $59.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 208 | $58.7K | 0.01% | −110−34.6% | Reduced |
| Bogart Wealth, LLC | 200 | $56.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 190 | $53.7K | 0.00% | +135+245.5% | Added |
| GPS Wealth Strategies Group, LLC | 182 | $51.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 180 | $50.8K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 354 | $50.0K | 0.04% | +170+92.4% | Added |
| Quarry LP | 176 | $49.7K | 0.02% | +54+44.3% | Added |
| Rise Advisors, LLC | 169 | $47.6K | 0.03% | +1+0.6% | Added |
| FinTrust Capital Advisors, LLC | 157 | $44.3K | 0.01% | −15−8.7% | Reduced |
| Bell Investment Advisors, Inc | 156 | $44.0K | 0.01% | +22+16.4% | Added |
| Smartleaf Asset Management LLC | 127 | $36.5K | 0.01% | +60+89.6% | Added |
| Whittier Trust Co of Nevada Inc | 127 | $35.9K | 0.00% | −1−0.8% | Reduced |
| Hobbs Group Advisors, LLC | 118 | $33.2K | 0.01% | +118 | New |
| Newbridge Financial Services Group, Inc. | 111 | $31.3K | 0.01% | +7+6.7% | Added |
| ORG Partners LLC | 110 | $30.5K | 0.00% | −32−22.5% | Reduced |
| Rosenberg Matthew Hamilton | 109 | $30.2K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 103 | $29.1K | 0.00% | +103 | New |
| HM Payson & Co | 100 | $28.2K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $28.2K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 94 | $26.5K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 93 | $26.3K | 0.02% | +27+40.9% | Added |
| Quest Partners LLC | 93 | $26.3K | 0.00% | +93 | New |
| Johnson Financial Group, Inc. | 90 | $25.4K | 0.00% | +90 | New |
| LGT Financial Advisors LLC | 89 | $25.1K | 0.05% | +31+53.4% | Added |
| Cassady Schiller Wealth Management, LLC | 83 | $23.4K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 83 | $23.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $23.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 81 | $22.9K | 0.01% | +63+350.0% | Added |
| Great Lakes Retirement, Inc. | 81 | $22.9K | 0.00% | +81 | New |
| Ashton Thomas Private Wealth, LLC | 74 | $20.9K | 0.00% | −3,930−98.2% | Reduced |
| Red Tortoise LLC | 72 | $20.3K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 70 | $19.8K | 0.01% | +70 | New |
| Redwood Wealth Management Group, LLC | 69 | $19.5K | 0.01% | +69 | New |
| Meeder Asset Management Inc | 64 | $18.1K | 0.00% | +16+33.3% | Added |
| Evolution Advisers, Inc. | 66 | $18.0K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 63 | $17.8K | 0.00% | −9−12.5% | Reduced |
| Ridgewood Investments LLC | 61 | $17.3K | 0.01% | +61 | New |
| Foster Dykema Cabot & Partners, LLC | 61 | $17.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 60 | $16.9K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 60 | $16.9K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 58 | $16.4K | 0.00% | +9+18.4% | Added |
| Contravisory Investment Management, Inc. | 57 | $16.1K | 0.00% | −48−45.7% | Reduced |
| Rogco, LP | 53 | $15.0K | 0.01% | −18−25.4% | Reduced |
| Cetera Trust Company, N.A | 52 | $14.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 50 | $14.1K | 0.00% | −1−2.0% | Reduced |
| Citizens National Bank Trust Department | 50 | $14.1K | 0.00% | +50 | New |
| MCF Advisors LLC | 46 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 45 | $12.7K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 45 | $12.7K | 0.00% | +4+9.8% | Added |
| SRS Capital Advisors, Inc. | 44 | $12.3K | 0.00% | +10+29.4% | Added |
| Sunbelt Securities, Inc. | 42 | $12.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 42 | $11.9K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 42 | $11.9K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 38 | $10.6K | 0.01% | −34−47.2% | Reduced |
| WealthCollab, LLC | 37 | $10.4K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 36 | $10.0K | 0.00% | +36 | New |
| Ancora Advisors, LLC | 34 | $9.60K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 34 | $9.60K | 0.01% | +15+78.9% | Added |
| Princeton Global Asset Management LLC | 32 | $9.04K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 31 | $8.75K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 30 | $8.47K | 0.00% | −3−9.1% | Reduced |
| Innealta Capital, LLC | 29 | $8.19K | 0.00% | +29 | New |
| First United Bank Trust | 28 | $7.91K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $7.34K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 26 | $7.34K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 48 | $7.19K | 0.00% | +28+140.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 23 | $6.50K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21 | $5.93K | 0.00% | +3+16.7% | Added |
| SJS Investment Consulting Inc. | 20 | $5.65K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $5.65K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 19 | $5.37K | 0.00% | −2−9.5% | Reduced |
| Castleview Partners, LLC | 18 | $5.08K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 18 | $5.08K | 0.00% | +18 | New |
| Parkside Financial Bank & Trust | 15 | $4.24K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 15 | $4.24K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $4.00K | 0.00% | +6+66.7% | Added |
| Mather Group, LLC. | 12 | $3.81K | 0.00% | +12 | New |
| Dunhill Financial, LLC | 13 | $3.67K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 13 | $3.67K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $3.67K | 0.00% | +2+18.2% | Added |
| CVA Family Office, LLC | 13 | $3.67K | 0.00% | +13 | New |
| Hexagon Capital Partners LLC | 12 | $3.39K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 12 | $3.39K | 0.00% | −4−25.0% | Reduced |