Skip to main content
Livermore
Livermore
ZHEN

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.

Q3 2024 vs. Q2 2024

How the institutions holding Williams Sonoma Inc changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of WSM: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders8226830+14
SharesConverted for a 2-for-1 split124.8M15.4M122.5M+13.1M (+12.0%)
Value$17.4B$2.17B$19.0B+$3.71B (+24.3%)

6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (113)

Institutions that held Williams Sonoma Inc at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 113 by value.

Institutions new to WSM in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.15,414,607$2.39B0.05%
Healthcare of Ontario Pension Plan Trust Fund300,000$46.5M0.11%
Andra AP-fonden294,400$45.6M0.67%
Worldquant Millennium Advisors LLC104,182$16.1M0.12%
Voloridge Investment Management, LLC63,013$9.76M0.04%
Radnor Capital Management, LLC51,332$7.95M1.18%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund41,600$6.45M0.07%
Eagle Asset Management Inc31,199$4.05M0.02%
Calixto Global Investors, LP22,300$3.45M8.21%
PDT Partners, LLC20,400$3.16M0.28%
Natixis Advisors, L.P.20,281$3.14M0.01%
Capital Fund Management S.A.17,390$2.69M0.03%
CWA Asset Management Group, LLC15,630$2.42M0.13%
Hussman Strategic Advisors, Inc.14,700$2.28M0.56%
Lombard Odier Asset Management (Switzerland) SA14,552$2.25M0.19%
Transform Wealth, LLC14,013$2.17M0.14%
Shell Asset Management Co12,702$1.97M0.09%
TCW Group Inc12,641$1.96M0.02%
Elo Mutual Pension Insurance Co11,397$1.77M0.04%
Brevan Howard Capital Management LP10,720$1.66M0.08%
Kerusso Capital Management LLC10,713$1.66M1.05%
Boulder Hill Capital Management LP27,040$1.52M3.51%
B. Metzler seel. Sohn & Co. Holding AG9,138$1.42M0.01%
III Capital Management8,600$1.33M0.11%
Jump Financial, LLC8,063$1.25M0.03%
Group One Trading, L.P.7,622$1.18M0.05%
Accent Capital Management, LLC7,463$1.16M0.67%
Western Wealth Management, LLC7,461$1.16M0.07%
Entropy Technologies, LP5,700$883.0K0.09%
Gsa Capital Partners LLP5,334$826.0K0.06%
Trivant Custom Portfolio Group, LLC4,820$746.7K0.43%
OmniStar Financial Group, Inc.4,793$743.6K0.56%
Wolverine Trading, LLC4,161$642.3K0.02%
Jefferies Financial Group Inc.4,032$624.6K0.01%
Aries Wealth Management3,660$567.0K0.16%
Campbell & CO Investment Adviser LLC3,623$561.3K0.04%
Sterling Capital Management LLC3,414$528.9K0.01%
Kestra Investment Management, LLC3,378$523.3K0.02%
Wiley Bros.-Aintree Capital, LLC3,252$503.8K0.01%
Applied Finance Capital Management, LLC3,094$479.3K0.02%
Brophy Wealth Management, LLC2,879$446.0K0.16%
Laurion Capital Management LP2,637$408.5K0.03%
J. Goldman & Co LP2,611$404.5K0.02%
Weiss Asset Management LP2,495$386.5K0.01%
Crestline Management, LP2,405$372.6K0.02%
Cynosure Management, LLC2,403$372.3K0.05%
Benjamin Edwards Inc2,385$369.5K0.01%
Teza Capital Management LLC2,176$337.1K0.04%
Baker Avenue Asset Management, LP2,105$326.2K0.01%
AE Wealth Management LLC1,989$308.1K0.00%
American Alpha Advisors, LLC1,957$303.2K0.28%
Polymer Capital Management (HK) LTD1,800$278.9K0.06%
Aptus Capital Advisors, LLC1,721$266.6K0.00%
Inscription Capital, LLC1,685$261.0K0.04%
Pflug Koory, LLC1,552$240.4K0.12%
Essex Private Wealth Management, LLC1,544$239.2K0.56%
Tiaa Trust, National Association1,500$232.4K0.00%
Meiji Yasuda Life Insurance Co1,428$221.2K0.00%
GeoWealth Management, LLC1,412$218.8K0.01%
Sheridan Capital Management, LLC1,411$218.5K0.15%
Savvy Advisors, Inc.1,407$218.0K0.04%
Clark Asset Management, LLC1,406$217.8K0.05%
Savant Capital, LLC1,402$217.2K0.00%
Catalyst Funds Management Pty Ltd1,400$216.9K0.05%
Valeo Financial Advisors, LLC1,397$216.4K0.01%
Alpha Financial Partners, LLC1,396$216.3K0.15%
Ehrlich Financial Group1,396$216.3K0.15%
Eagle Harbor Asset Management Inc1,390$215.3K0.21%
Leavell Investment Management, Inc.1,382$214.1K0.01%
Christensen, King & Associates Investment Services, Inc.1,362$211.0K0.10%
Cullen Investment Group, Ltd.1,348$208.8K0.03%
Cigna Investments Inc1,314$204.0K0.04%
Signature Estate & Investment Advisors LLC1,312$203.3K0.00%
Siemens Fonds Invest GmbH1,312$203.3K0.02%
Focus Financial Network, Inc.1,310$202.9K0.01%
Second Line Capital, LLC1,308$202.6K0.06%
Moseley Investment Management Inc1,305$202.2K0.08%
Robeco Schweiz AG1,305$202.2K0.00%
Financial Counselors Inc1,294$200.5K0.00%
Planned Solutions, Inc.960$148.7K0.06%
Transamerica Financial Advisors, Inc.739$115.0K0.01%
Operose Advisors LLC580$89.9K0.03%
Kayne Anderson Rudnick Investment Management LLC532$82.4K0.00%
Hemington Wealth Management391$52.0K0.01%
Northwest Investment Counselors, LLC328$50.8K0.01%
Planning Capital Management Corp326$50.5K0.03%
Golden State Equity Partners298$46.2K0.01%
Capital Analysts, LLC265$41.0K0.00%
ORG Wealth Partners, LLC220$34.1K0.01%
Clean Yield Group192$29.7K0.01%
Skopos Labs, Inc.179$27.7K0.01%
Jaffetilchin Investment Partners, LLC160$24.8K0.00%
First Personal Financial Services118$18.3K0.00%
Beacon Capital Management, LLC106$16.4K0.00%
Rakuten Securities, Inc.100$15.5K0.01%
Talon Private Wealth, LLC78$12.1K0.00%
Harbor Capital Advisors, Inc.71$11.0K0.00%
CoreCap Advisors, LLC69$10.7K0.00%
Elequin Capital LP67$10.4K0.00%
Ashton Thomas Securities, LLC63$9.76K0.00%

Sold out (99)

Institutions that held Williams Sonoma Inc at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of WSM in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Clark Capital Management Group, Inc.302,883$85.5M
Twinbeech Capital LP39,730$11.2M
Point72 Asset Management, L.P.39,589$11.2M
Rokos Capital Management LLP31,100$8.79M
Qube Research & Technologies Ltd27,366$7.73M
Tudor Investment Corp Et Al22,472$6.35M
Interval Partners, LP20,000$5.65M
Neo Ivy Capital Management17,236$4.87M
Trexquant Investment LP15,325$4.33M
Jensen Investment Management Inc11,740$3.32M
XTX Topco Ltd10,893$3.08M
Point72 Hong Kong Ltd10,687$3.02M
La Banque Postale Asset Management SA10,489$2.96M
Connor, Clark & Lunn Investment Management Ltd.9,785$2.76M
Range Financial Group LLC9,148$2.58M
Occidental Asset Management, LLC8,757$2.47M
Engineers Gate Manager LP8,468$2.39M
Zacks Investment Management8,092$2.28M
Scientech Research LLC7,600$2.15M
Symmetry Partners, LLC7,261$2.05M
APG Asset Management N.V.7,400$1.95M
Bridgefront Capital, LLC6,191$1.75M
Donoghue Forlines LLC5,161$1.46M
Vinva Investment Management Ltd4,955$1.42M
Fox Run Management, L.L.C.4,626$1.31M
Bayesian Capital Management, LP4,341$1.23M
FORA Capital, LLC4,298$1.21M
MBB Public Markets I LLC4,289$1.21M
Grantham, Mayo, Van Otterloo & Co. LLC4,246$1.20M
Inceptionr LLC3,883$1.10M
Virtu Financial LLC3,623$1.02M
Seven Eight Capital, LP3,572$1.01M
Dark Forest Capital Management LP3,486$984.3K
Private Advisory Group LLC3,314$935.8K
Park Avenue Securities LLC3,312$935.0K
Merit Financial Group, LLC3,066$865.8K
Mount Vernon Associates Inc3,000$847.0K
Landscape Capital Management, L.L.C.2,992$844.9K
Lisanti Capital Growth, LLC2,850$804.8K
CWM Advisors, LLC2,581$728.8K
WESPAC Advisors, LLC2,440$689.0K
Balyasny Asset Management LLC2,340$660.7K
Sherbrooke Park Advisers LLC1,946$549.5K
Hillsdale Investment Management Inc.1,900$536.5K
Nebula Research & Development LLC1,434$404.9K
Kaizen Financial Strategies2,690$401.4K
Verdad Advisers, LP1,386$391.4K
Qsemble Capital Management, LP1,382$390.2K
Yeomans Consulting Group, Inc.1,264$356.9K
Stratos Wealth Partners, LTD.1,255$354.4K
Camelot Portfolios, LLC1,167$329.5K
Simplex Trading, LLC1,117$315.0K
Harvest Fund Management Co., Ltd1,102$312.0K
Independent Financial Group, LLC1,104$311.7K
Three Seasons Wealth, LLC1,096$309.5K
Simplicity Wealth,LLC1,031$291.1K
Arrowstreet Capital, Limited Partnership968$273.0K
Oversea-Chinese Banking CORP Ltd958$270.5K
Martingale Asset Management L P898$253.6K
Frank, Rimerman Advisors LLC895$252.7K
Keebeck Alpha, LP893$252.2K
TFB Advisors LLC868$245.1K
Jackson Creek Investment Advisors LLC841$237.0K
New Vernon Capital Holdings II LLC838$236.6K
Kingswood Wealth Advisors, LLC811$229.1K
Joel Isaacson & Co., LLC800$225.9K
United Capital Financial Advisers, LLC791$223.4K
Lakeview Capital Partners, LLC684$217.2K
Aviance Capital Partners, LLC769$217.1K
National Asset Management, Inc.745$210.4K
Marathon Trading Investment Management LLC742$209.5K
Intrua Financial, LLC735$207.5K
Ferguson Wellman Capital Management, Inc725$204.7K
Parametrica Management Ltd725$204.7K
Harfst & Associates, Inc.712$201.0K
Focused Wealth Management, Inc600$169.4K
State of Wyoming321$90.6K
Newbridge Financial Services Group, Inc.111$31.3K
ORG Partners LLC110$30.5K
Crewe Advisors LLC103$29.1K
Quest Partners LLC93$26.3K
Great Lakes Retirement, Inc.81$22.9K
Ashton Thomas Private Wealth, LLC74$20.9K
Mark Sheptoff Financial Planning, LLC70$19.8K
Redwood Wealth Management Group, LLC69$19.5K
SYSTM Wealth Solutions LLC63$17.8K
Ridgewood Investments LLC61$17.3K
Matrix Trust Co36$10.0K
Opal Wealth Advisors, LLC30$8.47K
Innealta Capital, LLC29$8.19K
Abich Financial Wealth Management LLC19$5.37K
Castleview Partners, LLC18$5.08K
Triad Wealth Partners, LLC18$5.08K
Mather Group, LLC.12$3.81K
Gradient Investments LLC7$1.98K
VisionPoint Advisory Group, LLC7$1.98K
Horizon Investments, LLC8$1.13K
Atticus Wealth Management, LLC2$670
PEAK6 Investments LLC2$540

Not filed for Q3 2024 yet (6)

Institutions that held Williams Sonoma Inc at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSM in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.7,659,794$2.16B
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)18,500$5.22M
Benjamin F. Edwards & Company, Inc.1,781$503.0K
Arden Trust Co843$238.0K
Buckingham Strategic Wealth, LLC752$212.3K
JJJ Advisors Inc.568$160.4K