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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 3,614 | $559.9K | 0.05% | −40−1.1% | ReducedConverted for a 2-for-1 split |
| AustralianSuper Pty Ltd | 3,611 | $559.4K | 0.00% | −1,289−26.3% | ReducedConverted for a 2-for-1 split |
| Vaughan David Investments LLC | 3,600 | $558.0K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Central Trust Co | 3,591 | $556.3K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Exchange Traded Concepts, LLC | 3,512 | $544.1K | 0.01% | +1,884+115.7% | AddedConverted for a 2-for-1 split |
| Keybank National Association | 3,507 | $543.3K | 0.00% | +601+20.7% | AddedConverted for a 2-for-1 split |
| Ontario Teachers Pension Plan Board | 3,473 | $538.0K | 0.00% | −5,181−59.9% | ReducedConverted for a 2-for-1 split |
| Isthmus Partners, LLC | 3,437 | $532.5K | 0.06% | +339+10.9% | AddedConverted for a 2-for-1 split |
| Plato Investment Management Ltd | 3,423 | $529.8K | 0.04% | −5,591−62.0% | ReducedConverted for a 2-for-1 split |
| Resonant Capital Advisors, LLC | 3,418 | $529.5K | 0.04% | +84+2.5% | AddedConverted for a 2-for-1 split |
| Sterling Capital Management LLC | 3,414 | $528.9K | 0.01% | +3,414 | New |
| Kestra Investment Management, LLC | 3,378 | $523.3K | 0.02% | +3,378 | New |
| Wambolt & Associates, LLC | 3,434 | $518.7K | 0.14% | +300+9.6% | AddedConverted for a 2-for-1 split |
| Absher Wealth Management, LLC | 3,306 | $512.2K | 0.07% | −40−1.2% | ReducedConverted for a 2-for-1 split |
| Checchi Capital Advisers, LLC | 3,271 | $506.7K | 0.04% | −97−2.9% | ReducedConverted for a 2-for-1 split |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,264 | $505.7K | 0.01% | −872−21.1% | ReducedConverted for a 2-for-1 split |
| Wiley Bros.-Aintree Capital, LLC | 3,252 | $503.8K | 0.01% | +3,252 | New |
| PFG Investments, LLC | 3,230 | $500.4K | 0.03% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Evergreen Capital Management LLC | 3,220 | $498.8K | 0.02% | −1,142−26.2% | ReducedConverted for a 2-for-1 split |
| FIL Ltd | 3,186 | $493.6K | 0.00% | +2,688+539.8% | AddedConverted for a 2-for-1 split |
| Naples Global Advisors, LLC | 3,158 | $489.2K | 0.05% | −350−10.0% | ReducedConverted for a 2-for-1 split |
| Lido Advisors, LLC | 3,153 | $488.6K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Scotia Capital Inc. | 3,146 | $487.4K | 0.00% | −3,184−50.3% | ReducedConverted for a 2-for-1 split |
| Impact Partnership Wealth, LLC | 3,134 | $485.5K | 0.11% | +26+0.8% | AddedConverted for a 2-for-1 split |
| Hantz Financial Services, Inc. | 3,104 | $481.0K | 0.01% | −546−15.0% | ReducedConverted for a 2-for-1 split |
| Applied Finance Capital Management, LLC | 3,094 | $479.3K | 0.02% | +3,094 | New |
| Ignite Planners, LLC | 3,092 | $479.0K | 0.11% | −32−1.0% | ReducedConverted for a 2-for-1 split |
| SkyOak Wealth, LLC | 3,073 | $476.1K | 0.11% | −269−8.0% | ReducedConverted for a 2-for-1 split |
| IFP Advisors, Inc | 3,060 | $474.1K | 0.02% | +558+22.3% | AddedConverted for a 2-for-1 split |
| Florida Financial Advisors, LLC | 3,209 | $470.2K | 0.24% | −135−4.0% | ReducedConverted 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 |
| Confluence Wealth Services, Inc. | 3,016 | $467.2K | 0.03% | 00.0% | UnchangedConverted 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 |
| Brown Brothers Harriman & Co | 2,988 | $462.9K | 0.00% | +34+1.2% | 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 |
| Quadrant Capital Group LLC | 2,960 | $458.6K | 0.03% | +26+0.9% | 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 |
| Seven Mile Advisory | 2,933 | $454.4K | 0.30% | +33+1.1% | AddedConverted 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 |
| Diversify Advisory Services, LLC | 3,226 | $451.3K | 0.02% | −3,064−48.7% | ReducedConverted for a 2-for-1 split |
| Farther Finance Advisors, LLC | 2,900 | $449.3K | 0.02% | +1,636+129.4% | AddedConverted for a 2-for-1 split |
| Brophy Wealth Management, LLC | 2,879 | $446.0K | 0.16% | +2,879 | New |
| Creekside Partners | 2,860 | $443.1K | 0.23% | 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 |
| We Are One Seven, LLC | 2,851 | $441.7K | 0.02% | 00.0% | UnchangedConverted 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 |
| Alpha Omega Wealth Management LLC | 2,795 | $433.0K | 0.08% | −175−5.9% | ReducedConverted 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 |
| 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 |
| Edgestream Partners, L.P. | 2,679 | $415.0K | 0.02% | −4,723−63.8% | 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 |
| Balanced Rock Investment Advisor | 2,623 | $406.4K | 0.32% | −157−5.6% | ReducedConverted for a 2-for-1 split |
| Archer Investment Corp | 2,615 | $405.1K | 0.11% | +2,015+335.8% | AddedConverted for a 2-for-1 split |
| J. Goldman & Co LP | 2,611 | $404.5K | 0.02% | +2,611 | New |
| Atria Investments LLC | 2,560 | $396.5K | 0.00% | +1,050+69.5% | AddedConverted for a 2-for-1 split |
| Saxon Interests, Inc. | 2,546 | $394.4K | 0.18% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Centennial Bank | 2,510 | $388.8K | 0.18% | 00.0% | UnchangedConverted 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 |
| Seeds Investor LLC | 2,500 | $387.3K | 0.14% | +262+11.7% | AddedConverted for a 2-for-1 split |
| Weiss Asset Management LP | 2,495 | $386.5K | 0.01% | +2,495 | New |
| Precision Wealth Strategies, LLC | 2,494 | $386.4K | 0.36% | +150+6.4% | AddedConverted 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 |
| Alps Advisors Inc | 2,490 | $385.8K | 0.00% | −76,674−96.9% | ReducedConverted 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 |
| CWM, LLC | 2,459 | $381.0K | 0.00% | +89+3.8% | AddedConverted for a 2-for-1 split |
| Ascent Group, LLC | 2,441 | $378.2K | 0.03% | −1,127−31.6% | ReducedConverted for a 2-for-1 split |
| Crestline Management, LP | 2,405 | $372.6K | 0.02% | +2,405 | New |
| Ronald Blue Trust, Inc. | 1,319 | $372.5K | 0.00% | +207+18.6% | AddedConverted for a 2-for-1 split |
| Cynosure Management, LLC | 2,403 | $372.3K | 0.05% | +2,403 | New |
| Benjamin Edwards Inc | 2,385 | $369.5K | 0.01% | +2,385 | New |
| Syverson Strege & Co | 2,361 | $365.7K | 0.12% | −103−4.2% | 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 |
| Goodman Advisory Group, LLC | 2,332 | $361.3K | 0.10% | −1,872−44.5% | ReducedConverted 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 |
| Vista Wealth Management Group, LLC | 2,307 | $357.4K | 0.02% | +623+37.0% | AddedConverted 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 |
| Centiva Capital, LP | 2,286 | $354.1K | 0.02% | −10,714−82.4% | 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 |
| Forum Financial Management, LP | 2,279 | $353.0K | 0.01% | −213−8.5% | ReducedConverted 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 |
| American Money Management, LLC | 2,266 | $351.0K | 0.07% | 00.0% | UnchangedConverted 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 |
| Prime Capital Investment Advisors, LLC | 2,242 | $347.4K | 0.00% | −66−2.9% | 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 |
| Canopy Partners, LLC | 2,193 | $339.7K | 0.15% | −41−1.8% | ReducedConverted for a 2-for-1 split |
| Rebalance, LLC | 2,180 | $337.7K | 0.02% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Teza Capital Management LLC | 2,176 | $337.1K | 0.04% | +2,176 | New |
| Kimelman & Baird, LLC | 2,144 | $332.1K | 0.03% | 00.0% | UnchangedConverted for a 2-for-1 split |
| King Luther Capital Management Corp | 2,128 | $329.7K | 0.00% | +148+7.5% | AddedConverted for a 2-for-1 split |
| Baker Avenue Asset Management, LP | 2,105 | $326.2K | 0.01% | +2,105 | New |
| Dorsey Wright & Associates | 2,082 | $323.0K | 0.08% | 00.0% | UnchangedConverted 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 |
| Colony Group, LLC | 2,044 | $316.7K | 0.00% | −9,596−82.4% | ReducedConverted 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 |
| Hyperion Capital Advisors LP | 2,020 | $312.9K | 0.15% | 00.0% | UnchangedConverted 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 |
| Catalina Capital Group, LLC | 2,011 | $311.5K | 0.11% | +71+3.7% | AddedConverted for a 2-for-1 split |
| Gateway Wealth Partners, LLC | 2,000 | $309.8K | 0.09% | −1,000−33.3% | ReducedConverted for a 2-for-1 split |