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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 1,683 | $259.8K | 0.00% | +1,197+246.3% | AddedConverted for a 2-for-1 split |
| Inscription Capital, LLC | 1,685 | $261.0K | 0.04% | +1,685 | New |
| GAMMA Investing LLC | 1,712 | $265.2K | 0.03% | +134+8.5% | AddedConverted for a 2-for-1 split |
| Capital World Investors | 1,720 | $266.5K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Aptus Capital Advisors, LLC | 1,721 | $266.6K | 0.00% | +1,721 | New |
| Investment Partners Asset Management, Inc. | 1,723 | $266.9K | 0.22% | −159−8.4% | ReducedConverted for a 2-for-1 split |
| Paulson Wealth Management Inc. | 1,725 | $267.2K | 0.07% | +9+0.5% | AddedConverted for a 2-for-1 split |
| Astoria Portfolio Advisors LLC. | 1,854 | $267.6K | 0.09% | −188−9.2% | ReducedConverted for a 2-for-1 split |
| First Western Trust Bank | 1,740 | $269.6K | 0.01% | +296+20.5% | AddedConverted for a 2-for-1 split |
| Two Sigma Securities, LLC | 1,752 | $271.4K | 0.02% | −1,562−47.1% | ReducedConverted for a 2-for-1 split |
| Tiemann Investment Advisors, LLC | 1,760 | $272.7K | 0.12% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Intrust Bank NA | 1,770 | $274.2K | 0.03% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Kathmere Capital Management, LLC | 1,777 | $275.3K | 0.03% | −629−26.1% | ReducedConverted for a 2-for-1 split |
| Glenview Trust Co | 1,784 | $276.4K | 0.01% | −510−22.2% | ReducedConverted for a 2-for-1 split |
| Polymer Capital Management (HK) LTD | 1,800 | $278.9K | 0.06% | +1,800 | New |
| Linden Thomas Advisory Services, LLC | 1,843 | $285.5K | 0.04% | +117+6.8% | AddedConverted for a 2-for-1 split |
| High Note Wealth, LLC | 1,872 | $290.0K | 0.08% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Roanoke Asset Management Corp | 1,900 | $294.0K | 0.09% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Geneos Wealth Management Inc. | 1,903 | $294.8K | 0.01% | +69+3.8% | AddedConverted for a 2-for-1 split |
| Abacus Planning Group, Inc. | 1,921 | $297.6K | 0.05% | +37+2.0% | AddedConverted for a 2-for-1 split |
| Sigma Planning Corp | 1,936 | $299.9K | 0.01% | −344−15.1% | ReducedConverted for a 2-for-1 split |
| American Alpha Advisors, LLC | 1,957 | $303.2K | 0.28% | +1,957 | New |
| Fifth Third Bancorp | 1,960 | $303.6K | 0.00% | +286+17.1% | AddedConverted for a 2-for-1 split |
| Prelude Capital Management, LLC | 1,961 | $303.8K | 0.02% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Private Trust Co NA | 1,961 | $303.8K | 0.03% | +393+25.1% | AddedConverted for a 2-for-1 split |
| Blue Investment Partners LLC | 1,963 | $304.1K | 0.13% | −375−16.0% | ReducedConverted for a 2-for-1 split |
| AE Wealth Management LLC | 1,989 | $308.1K | 0.00% | +1,989 | New |
| Gateway Wealth Partners, LLC | 2,000 | $309.8K | 0.09% | −1,000−33.3% | ReducedConverted for a 2-for-1 split |
| RBF Capital, LLC | 2,000 | $309.8K | 0.02% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Indiana Trust & Investment Management CO | 2,000 | $309.8K | 0.11% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Sapient Capital LLC | 2,000 | $309.8K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Catalina Capital Group, LLC | 2,011 | $311.5K | 0.11% | +71+3.7% | AddedConverted for a 2-for-1 split |
| NorthRock Partners, LLC | 2,019 | $312.8K | 0.01% | −165−7.6% | ReducedConverted for a 2-for-1 split |
| Hyperion Capital Advisors LP | 2,020 | $312.9K | 0.15% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Walleye Capital LLC | 2,028 | $314.2K | 0.00% | +1,036+104.4% | AddedConverted for a 2-for-1 split |
| Colony Group, LLC | 2,044 | $316.7K | 0.00% | −9,596−82.4% | ReducedConverted for a 2-for-1 split |
| Larson Financial Group LLC | 2,054 | $318.2K | 0.02% | +204+11.0% | AddedConverted for a 2-for-1 split |
| Dorsey Wright & Associates | 2,082 | $323.0K | 0.08% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Baker Avenue Asset Management, LP | 2,105 | $326.2K | 0.01% | +2,105 | New |
| King Luther Capital Management Corp | 2,128 | $329.7K | 0.00% | +148+7.5% | AddedConverted for a 2-for-1 split |
| Kimelman & Baird, LLC | 2,144 | $332.1K | 0.03% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Teza Capital Management LLC | 2,176 | $337.1K | 0.04% | +2,176 | New |
| Rebalance, LLC | 2,180 | $337.7K | 0.02% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Canopy Partners, LLC | 2,193 | $339.7K | 0.15% | −41−1.8% | ReducedConverted for a 2-for-1 split |
| Northwestern Mutual Wealth Management Co | 2,217 | $343.4K | 0.00% | −1,061−32.4% | ReducedConverted for a 2-for-1 split |
| Prime Capital Investment Advisors, LLC | 2,242 | $347.4K | 0.00% | −66−2.9% | ReducedConverted for a 2-for-1 split |
| Trajan Wealth LLC | 2,262 | $350.4K | 0.02% | −324−12.5% | ReducedConverted for a 2-for-1 split |
| American Money Management, LLC | 2,266 | $351.0K | 0.07% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Motley Fool Asset Management LLC | 2,337 | $353.0K | 0.02% | −71−2.9% | ReducedConverted for a 2-for-1 split |
| Forum Financial Management, LP | 2,279 | $353.0K | 0.01% | −213−8.5% | ReducedConverted for a 2-for-1 split |
| Plimoth Trust Co LLC | 2,285 | $354.0K | 0.09% | −275−10.7% | ReducedConverted for a 2-for-1 split |
| Centiva Capital, LP | 2,286 | $354.1K | 0.02% | −10,714−82.4% | ReducedConverted for a 2-for-1 split |
| Bleakley Financial Group, LLC | 2,304 | $356.9K | 0.01% | +242+11.7% | AddedConverted for a 2-for-1 split |
| Vista Wealth Management Group, LLC | 2,307 | $357.4K | 0.02% | +623+37.0% | AddedConverted for a 2-for-1 split |
| Empirical Asset Management, LLC | 2,323 | $359.9K | 0.13% | +485+26.4% | AddedConverted for a 2-for-1 split |
| Goodman Advisory Group, LLC | 2,332 | $361.3K | 0.10% | −1,872−44.5% | ReducedConverted for a 2-for-1 split |
| Klingman & Associates, LLC | 2,335 | $361.7K | 0.02% | −109−4.5% | ReducedConverted for a 2-for-1 split |
| Syverson Strege & Co | 2,361 | $365.7K | 0.12% | −103−4.2% | ReducedConverted for a 2-for-1 split |
| Benjamin Edwards Inc | 2,385 | $369.5K | 0.01% | +2,385 | New |
| Cynosure Management, LLC | 2,403 | $372.3K | 0.05% | +2,403 | New |
| Ronald Blue Trust, Inc. | 1,319 | $372.5K | 0.00% | +207+18.6% | AddedConverted for a 2-for-1 split |
| Crestline Management, LP | 2,405 | $372.6K | 0.02% | +2,405 | New |
| Ascent Group, LLC | 2,441 | $378.2K | 0.03% | −1,127−31.6% | ReducedConverted for a 2-for-1 split |
| CWM, LLC | 2,459 | $381.0K | 0.00% | +89+3.8% | AddedConverted for a 2-for-1 split |
| Proficio Capital Partners LLC | 2,473 | $383.2K | 0.04% | −151−5.8% | ReducedConverted for a 2-for-1 split |
| Alps Advisors Inc | 2,490 | $385.8K | 0.00% | −76,674−96.9% | ReducedConverted for a 2-for-1 split |
| Smithbridge Asset Management Inc | 2,492 | $386.1K | 0.07% | −20−0.8% | ReducedConverted for a 2-for-1 split |
| Precision Wealth Strategies, LLC | 2,494 | $386.4K | 0.36% | +150+6.4% | AddedConverted for a 2-for-1 split |
| Weiss Asset Management LP | 2,495 | $386.5K | 0.01% | +2,495 | New |
| Seeds Investor LLC | 2,500 | $387.3K | 0.14% | +262+11.7% | AddedConverted for a 2-for-1 split |
| Avantax Advisory Services, Inc. | 2,505 | $388.0K | 0.00% | +101+4.2% | AddedConverted for a 2-for-1 split |
| Centennial Bank | 2,510 | $388.8K | 0.18% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Saxon Interests, Inc. | 2,546 | $394.4K | 0.18% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Atria Investments LLC | 2,560 | $396.5K | 0.00% | +1,050+69.5% | AddedConverted for a 2-for-1 split |
| J. Goldman & Co LP | 2,611 | $404.5K | 0.02% | +2,611 | New |
| Archer Investment Corp | 2,615 | $405.1K | 0.11% | +2,015+335.8% | AddedConverted for a 2-for-1 split |
| Balanced Rock Investment Advisor | 2,623 | $406.4K | 0.32% | −157−5.6% | ReducedConverted for a 2-for-1 split |
| Hanseatic Management Services Inc | 2,637 | $408.5K | 0.58% | +281+11.9% | AddedConverted for a 2-for-1 split |
| Laurion Capital Management LP | 2,637 | $408.5K | 0.03% | +2,637 | New |
| Edgestream Partners, L.P. | 2,679 | $415.0K | 0.02% | −4,723−63.8% | ReducedConverted for a 2-for-1 split |
| One Wealth Advisors, LLC | 2,707 | $419.4K | 0.06% | −2,713−50.1% | ReducedConverted for a 2-for-1 split |
| Trust Point Inc. | 2,707 | $419.4K | 0.03% | +203+8.1% | AddedConverted for a 2-for-1 split |
| Portside Wealth Group, LLC | 2,718 | $421.1K | 0.07% | +476+21.2% | AddedConverted for a 2-for-1 split |
| Alpha Omega Wealth Management LLC | 2,795 | $433.0K | 0.08% | −175−5.9% | ReducedConverted for a 2-for-1 split |
| Benchmark Financial Wealth Advisors, LLC | 2,812 | $435.7K | 0.15% | +300+11.9% | AddedConverted for a 2-for-1 split |
| We Are One Seven, LLC | 2,851 | $441.7K | 0.02% | 00.0% | UnchangedConverted for a 2-for-1 split |
| SG Americas Securities, LLC | 2,853 | $442.0K | 0.00% | +327+12.9% | AddedConverted for a 2-for-1 split |
| Creekside Partners | 2,860 | $443.1K | 0.23% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Brophy Wealth Management, LLC | 2,879 | $446.0K | 0.16% | +2,879 | New |
| Farther Finance Advisors, LLC | 2,900 | $449.3K | 0.02% | +1,636+129.4% | AddedConverted for a 2-for-1 split |
| Diversify Advisory Services, LLC | 3,226 | $451.3K | 0.02% | −3,064−48.7% | ReducedConverted for a 2-for-1 split |
| Diversify Wealth Management, LLC | 3,281 | $454.0K | 0.04% | −2,457−42.8% | ReducedConverted for a 2-for-1 split |
| Seven Mile Advisory | 2,933 | $454.4K | 0.30% | +33+1.1% | AddedConverted for a 2-for-1 split |
| Parallel Advisors, LLC | 2,943 | $456.0K | 0.01% | +97+3.4% | AddedConverted for a 2-for-1 split |
| Quadrant Capital Group LLC | 2,960 | $458.6K | 0.03% | +26+0.9% | AddedConverted for a 2-for-1 split |
| Rafferty Asset Management, LLC | 2,966 | $459.5K | 0.00% | −212−6.7% | ReducedConverted for a 2-for-1 split |
| Brown Brothers Harriman & Co | 2,988 | $462.9K | 0.00% | +34+1.2% | AddedConverted for a 2-for-1 split |
| Cambria Investment Management, L.P. | 3,008 | $466.0K | 0.03% | −70−2.3% | ReducedConverted for a 2-for-1 split |
| Confluence Wealth Services, Inc. | 3,016 | $467.2K | 0.03% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Jeppson Wealth Management, LLC | 3,024 | $468.5K | 0.17% | −40−1.3% | ReducedConverted for a 2-for-1 split |