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, Q3 2024
Institutional positions in Williams Sonoma Inc as of Sep 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
- 830
- +14 vs. Q2 2024
- Shares held
- 122.5M
- +13.1M (+12.0%) vs. Q2 2024Converted for a 2-for-1 split
- Total value
- $19.0B
- +$3.71B (+24.3%) vs. Q2 2024
- New holders
- 113
- 241 more added
- Sold out
- 99
- 320 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 1 | $155 | 0.00% | +1 | New |
| TFC Financial Management | 2 | $310 | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Bruce G. Allen Investments, LLC | 2 | $310 | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Northwest Capital Management Inc | 2 | $326 | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Hexagon Capital Partners LLC | 4 | $620 | 0.00% | −20−83.3% | ReducedConverted for a 2-for-1 split |
| Riverview Trust Co | 4 | $620 | 0.00% | +4 | New |
| Voisard Asset Management Group, Inc. | 4 | $620 | 0.00% | +4 | New |
| Zions Bancorporation, N.A. | 5 | $775 | 0.00% | +5 | New |
| Claris Advisors, LLC | 6 | $930 | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 6 | $1.00K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| AlphaMark Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Legacy Investment Solutions, LLC | 8 | $1.04K | 0.00% | +8 | New |
| Legacy Wealth Managment, LLC | 8 | $1.04K | 0.00% | +8 | New |
| Capital Performance Advisors LLP | 7 | $1.08K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $1.24K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| MV Capital Management, Inc. | 8 | $1.24K | 0.00% | +2+33.3% | AddedConverted for a 2-for-1 split |
| Iron Horse Wealth Management, LLC | 10 | $1.55K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| CGC Financial Services, LLC | 10 | $1.55K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| True Wealth Design, LLC | 10 | $1.55K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Pacific Center for Financial Services | 10 | $1.56K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| TD Private Client Wealth LLC | 12 | $1.86K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Addison Advisors LLC | 12 | $1.86K | 0.00% | +12 | New |
| Avion Wealth | 18 | $2.00K | 0.00% | −12−40.0% | ReducedConverted for a 2-for-1 split |
| Financial Network Wealth Advisors LLC | 16 | $2.48K | 0.00% | +4+33.3% | AddedConverted for a 2-for-1 split |
| Toth Financial Advisory Corp | 20 | $3.10K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Dunhill Financial, LLC | 26 | $4.03K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Arlington Trust Co LLC | 26 | $4.03K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Itau Unibanco Holding S.A. | 26 | $4.03K | 0.00% | +26 | New |
| Altshuler Shaham Ltd | 28 | $4.34K | 0.00% | +4+16.7% | AddedConverted for a 2-for-1 split |
| Hilltop National Bank | 30 | $4.65K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Parkside Financial Bank & Trust | 31 | $4.80K | 0.00% | +1+3.3% | AddedConverted for a 2-for-1 split |
| CVA Family Office, LLC | 33 | $5.11K | 0.00% | +7+26.9% | AddedConverted for a 2-for-1 split |
| DiNuzzo Private Wealth, Inc. | 33 | $5.11K | 0.00% | +7+26.9% | AddedConverted for a 2-for-1 split |
| SJS Investment Consulting Inc. | 34 | $5.27K | 0.00% | −6−15.0% | ReducedConverted for a 2-for-1 split |
| Darwin Advisors, LLC | 36 | $5.58K | 0.00% | +36 | New |
| Naples Money Management LLC | 40 | $6.20K | 0.01% | +40 | New |
| Valued Wealth Advisors LLC | 42 | $6.51K | 0.00% | −26−38.2% | ReducedConverted for a 2-for-1 split |
| Sachetta, LLC | 44 | $6.82K | 0.00% | −52−54.2% | ReducedConverted for a 2-for-1 split |
| Sunbelt Securities, Inc. | 45 | $6.95K | 0.00% | −39−46.4% | ReducedConverted for a 2-for-1 split |
| Moisand Fitzgerald Tamayo, LLC | 46 | $7.13K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Harbour Investments, Inc. | 47 | $7.28K | 0.00% | +5+11.9% | AddedConverted for a 2-for-1 split |
| Abound Wealth Management | 52 | $7.99K | 0.00% | +44+550.0% | AddedConverted for a 2-for-1 split |
| Farmers & Merchants Investments Inc | 52 | $8.06K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| First United Bank Trust | 56 | $8.68K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Fortitude Family Office, LLC | 60 | $9.29K | 0.00% | +20+50.0% | AddedConverted for a 2-for-1 split |
| Frazier Financial Advisors, LLC | 60 | $9.30K | 0.01% | −126−67.7% | ReducedConverted for a 2-for-1 split |
| Davidson Capital Management Inc. | 61 | $9.45K | 0.00% | +9+17.3% | AddedConverted for a 2-for-1 split |
| Key Financial Inc | 62 | $9.61K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Caitlin John, LLC | 75 | $9.69K | 0.01% | −1−1.3% | ReducedConverted for a 2-for-1 split |
| Ashton Thomas Securities, LLC | 63 | $9.76K | 0.00% | +63 | New |
| Princeton Global Asset Management LLC | 64 | $9.91K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Elequin Capital LP | 67 | $10.4K | 0.00% | +67 | New |
| Ancora Advisors, LLC | 68 | $10.5K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| CoreCap Advisors, LLC | 69 | $10.7K | 0.00% | +69 | New |
| Harbor Capital Advisors, Inc. | 71 | $11.0K | 0.00% | +71 | New |
| WealthCollab, LLC | 74 | $11.5K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Manchester Capital Management LLC | 77 | $11.9K | 0.00% | −13−14.4% | ReducedConverted for a 2-for-1 split |
| International Assets Investment Management, LLC | 1,859 | $12.0K | 0.00% | +1,847+15,391.7% | AddedConverted for a 2-for-1 split |
| Talon Private Wealth, LLC | 78 | $12.1K | 0.00% | +78 | New |
| Salem Investment Counselors Inc | 80 | $12.4K | 0.00% | −29,250−99.7% | ReducedConverted for a 2-for-1 split |
| Westside Investment Management, Inc. | 84 | $13.0K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Tidemark, LLC | 84 | $13.0K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| MCF Advisors LLC | 84 | $13.0K | 0.00% | −8−8.7% | ReducedConverted for a 2-for-1 split |
| Continuum Advisory, LLC | 103 | $13.5K | 0.00% | +87+543.8% | AddedConverted for a 2-for-1 split |
| Private Wealth Management Group, LLC | 90 | $13.9K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Rogco, LP | 96 | $14.9K | 0.01% | −10−9.4% | ReducedConverted for a 2-for-1 split |
| Sandy Spring Bank | 97 | $15.0K | 0.00% | −19−16.4% | ReducedConverted for a 2-for-1 split |
| Citizens National Bank Trust Department | 100 | $15.5K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Rakuten Securities, Inc. | 100 | $15.5K | 0.01% | +100 | New |
| JFS Wealth Advisors, LLC | 103 | $16.0K | 0.00% | +3+3.0% | AddedConverted for a 2-for-1 split |
| Cetera Trust Company, N.A | 104 | $16.1K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| WR Wealth Planners, LLC | 106 | $16.4K | 0.00% | +90+562.5% | AddedConverted for a 2-for-1 split |
| Beacon Capital Management, LLC | 106 | $16.4K | 0.00% | +106 | New |
| Meeder Asset Management Inc | 111 | $17.2K | 0.00% | −17−13.3% | ReducedConverted for a 2-for-1 split |
| First Personal Financial Services | 118 | $18.3K | 0.00% | +118 | New |
| Washington Trust Co | 120 | $18.6K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Mechanics Financial Corp | 120 | $18.6K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Foster Dykema Cabot & Partners, LLC | 122 | $18.9K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Contravisory Investment Management, Inc. | 126 | $19.5K | 0.00% | +12+10.5% | AddedConverted for a 2-for-1 split |
| Evolution Advisers, Inc. | 132 | $20.0K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| SRS Capital Advisors, Inc. | 131 | $20.2K | 0.00% | +43+48.9% | AddedConverted for a 2-for-1 split |
| Red Tortoise LLC | 144 | $22.3K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Jaffetilchin Investment Partners, LLC | 160 | $24.8K | 0.00% | +160 | New |
| Smithfield Trust Co | 160 | $25.0K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Householder Group Estate & Retirement Specialist, LLC | 166 | $25.0K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Cassady Schiller Wealth Management, LLC | 166 | $25.7K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Skopos Labs, Inc. | 179 | $27.7K | 0.01% | +179 | New |
| Johnson Financial Group, Inc. | 180 | $27.9K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Bartlett & Co. Wealth Management LLC | 188 | $29.1K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Clean Yield Group | 192 | $29.7K | 0.01% | +192 | New |
| HM Payson & Co | 200 | $31.0K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Sittner & Nelson, LLC | 200 | $31.0K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Rosenberg Matthew Hamilton | 218 | $33.8K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| ORG Wealth Partners, LLC | 220 | $34.1K | 0.01% | +220 | New |
| Whittier Trust Co of Nevada Inc | 232 | $35.9K | 0.00% | −22−8.7% | ReducedConverted for a 2-for-1 split |
| Hobbs Group Advisors, LLC | 236 | $36.6K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| LGT Financial Advisors LLC | 251 | $38.9K | 0.10% | +73+41.0% | AddedConverted for a 2-for-1 split |
| Capital Analysts, LLC | 265 | $41.0K | 0.00% | +265 | New |
| Versant Capital Management, Inc | 280 | $43.4K | 0.01% | +118+72.8% | AddedConverted for a 2-for-1 split |
| Golden State Equity Partners | 298 | $46.2K | 0.01% | +298 | New |