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.

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.

Institutional holdersQ3 2024: 830 institutions
Q1 2021: 560 institutionsQ2 2021: 577 institutionsQ3 2021: 599 institutionsQ4 2021: 651 institutionsQ1 2022: 622 institutionsQ2 2022: 613 institutionsQ3 2022: 617 institutionsQ4 2022: 617 institutionsQ1 2023: 609 institutionsQ2 2023: 589 institutionsQ3 2023: 598 institutionsQ4 2023: 679 institutionsQ1 2024: 808 institutionsQ2 2024: 822 institutionsQ3 2024: 830 institutionsQ4 2024: 898 institutionsQ1 2025: 902 institutionsQ2 2025: 917 institutionsQ3 2025: 943 institutionsQ4 2025: 948 institutionsQ1 2026: 932 institutionsQ2 2026: 1,006 institutions
Value heldQ3 2024: $19.0B
Q1 2021: $12.7BQ2 2021: $11.2BQ3 2021: $12.4BQ4 2021: $12.0BQ1 2022: $10.0BQ2 2022: $7.78BQ3 2022: $7.91BQ4 2022: $7.71BQ1 2023: $8.03BQ2 2023: $8.06BQ3 2023: $10.2BQ4 2023: $12.7BQ1 2024: $19.7BQ2 2024: $17.4BQ3 2024: $19.0BQ4 2024: $21.7BQ1 2025: $18.2BQ2 2025: $18.7BQ3 2025: $22.0BQ4 2025: $20.3BQ1 2026: $20.4BQ2 2026: $26.4B
Institutions holding WSM and their total value by quarter
QuarterHoldersValue
Q2 20261,006$26.4B
Q1 2026932$20.4B
Q4 2025948$20.3B
Q3 2025943$22.0B
Q2 2025917$18.7B
Q1 2025902$18.2B
Q4 2024898$21.7B
Q3 2024830$19.0B
Q2 2024822$17.4B
Q1 2024808$19.7B
Q4 2023679$12.7B
Q3 2023598$10.2B
Q2 2023589$8.06B
Q1 2023609$8.03B
Q4 2022617$7.71B
Q3 2022617$7.91B
Q2 2022613$7.78B
Q1 2022622$10.0B
Q4 2021651$12.0B
Q3 2021599$12.4B
Q2 2021577$11.2B
Q1 2021560$12.7B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q2 2024.

Institutions holding WSM in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
RBF Capital, LLC2,000$309.8K0.02%00.0%UnchangedConverted for a 2-for-1 split
Indiana Trust & Investment Management CO2,000$309.8K0.11%00.0%UnchangedConverted for a 2-for-1 split
Sapient Capital LLC2,000$309.8K0.01%00.0%UnchangedConverted for a 2-for-1 split
AE Wealth Management LLC1,989$308.1K0.00%+1,989New
Blue Investment Partners LLC1,963$304.1K0.13%−375−16.0%ReducedConverted for a 2-for-1 split
Prelude Capital Management, LLC1,961$303.8K0.02%00.0%UnchangedConverted for a 2-for-1 split
Private Trust Co NA1,961$303.8K0.03%+393+25.1%AddedConverted for a 2-for-1 split
Fifth Third Bancorp1,960$303.6K0.00%+286+17.1%AddedConverted for a 2-for-1 split
American Alpha Advisors, LLC1,957$303.2K0.28%+1,957New
Sigma Planning Corp1,936$299.9K0.01%−344−15.1%ReducedConverted for a 2-for-1 split
Abacus Planning Group, Inc.1,921$297.6K0.05%+37+2.0%AddedConverted for a 2-for-1 split
Geneos Wealth Management Inc.1,903$294.8K0.01%+69+3.8%AddedConverted for a 2-for-1 split
Roanoke Asset Management Corp1,900$294.0K0.09%00.0%UnchangedConverted for a 2-for-1 split
High Note Wealth, LLC1,872$290.0K0.08%00.0%UnchangedConverted for a 2-for-1 split
Linden Thomas Advisory Services, LLC1,843$285.5K0.04%+117+6.8%AddedConverted for a 2-for-1 split
Polymer Capital Management (HK) LTD1,800$278.9K0.06%+1,800New
Glenview Trust Co1,784$276.4K0.01%−510−22.2%ReducedConverted for a 2-for-1 split
Kathmere Capital Management, LLC1,777$275.3K0.03%−629−26.1%ReducedConverted for a 2-for-1 split
Intrust Bank NA1,770$274.2K0.03%00.0%UnchangedConverted for a 2-for-1 split
Tiemann Investment Advisors, LLC1,760$272.7K0.12%00.0%UnchangedConverted for a 2-for-1 split
Two Sigma Securities, LLC1,752$271.4K0.02%−1,562−47.1%ReducedConverted for a 2-for-1 split
First Western Trust Bank1,740$269.6K0.01%+296+20.5%AddedConverted for a 2-for-1 split
Astoria Portfolio Advisors LLC.1,854$267.6K0.09%−188−9.2%ReducedConverted for a 2-for-1 split
Paulson Wealth Management Inc.1,725$267.2K0.07%+9+0.5%AddedConverted for a 2-for-1 split
Investment Partners Asset Management, Inc.1,723$266.9K0.22%−159−8.4%ReducedConverted for a 2-for-1 split
Aptus Capital Advisors, LLC1,721$266.6K0.00%+1,721New
Capital World Investors1,720$266.5K0.00%00.0%UnchangedConverted for a 2-for-1 split
GAMMA Investing LLC1,712$265.2K0.03%+134+8.5%AddedConverted for a 2-for-1 split
Inscription Capital, LLC1,685$261.0K0.04%+1,685New
Jones Financial Companies LLLP1,683$259.8K0.00%+1,197+246.3%AddedConverted for a 2-for-1 split
Regions Financial Corp1,660$257.2K0.00%00.0%UnchangedConverted for a 2-for-1 split
Gallacher Capital Management LLC1,653$256.1K0.12%−649−28.2%ReducedConverted for a 2-for-1 split
Edmp, Inc.1,652$255.9K0.21%00.0%UnchangedConverted for a 2-for-1 split
Clarius Group, LLC1,631$252.4K0.02%00.0%UnchangedConverted for a 2-for-1 split
TD Waterhouse Canada Inc.1,662$251.0K0.00%−504−23.3%ReducedConverted for a 2-for-1 split
Silverlake Wealth Management LLC1,616$250.4K0.10%−184−10.2%ReducedConverted for a 2-for-1 split
Wedbush Securities Inc1,612$250.0K0.01%00.0%UnchangedConverted for a 2-for-1 split
BayBridge Capital Group, LLC1,602$248.2K0.18%00.0%UnchangedConverted for a 2-for-1 split
EP Wealth Advisors, LLC1,556$241.1K0.00%−174−10.1%ReducedConverted for a 2-for-1 split
Pflug Koory, LLC1,552$240.4K0.12%+1,552New
Essex Private Wealth Management, LLC1,544$239.2K0.56%+1,544New
Phillips Wealth Planners LLC1,567$236.5K0.23%−1,549−49.7%ReducedConverted for a 2-for-1 split
Covenant Asset Management, LLC1,510$233.9K0.05%00.0%UnchangedConverted for a 2-for-1 split
Quantum Financial Advisors, LLC1,508$233.6K0.04%00.0%UnchangedConverted for a 2-for-1 split
First Interstate Bank1,500$232.4K0.01%00.0%UnchangedConverted for a 2-for-1 split
Tiaa Trust, National Association1,500$232.4K0.00%+1,500New
Lake Street Advisors Group, LLC1,498$232.1K0.01%00.0%UnchangedConverted for a 2-for-1 split
Cahaba Wealth Management, Inc.1,492$231.1K0.02%00.0%UnchangedConverted for a 2-for-1 split
Strategic Blueprint, LLC1,452$224.9K0.01%−554−27.6%ReducedConverted for a 2-for-1 split
Atria Wealth Solutions, Inc.1,443$223.6K0.00%−349−19.5%ReducedConverted for a 2-for-1 split
Pinnacle Bancorp, Inc.1,440$223.1K0.06%00.0%UnchangedConverted for a 2-for-1 split
Kapitalo Investimentos Ltda1,437$222.6K0.05%−319−18.2%ReducedConverted for a 2-for-1 split
Atomi Financial Group, Inc.1,436$222.4K0.01%−192−11.8%ReducedConverted for a 2-for-1 split
Horizon Investment Services, LLC1,434$222.2K0.09%00.0%UnchangedConverted for a 2-for-1 split
Meiji Yasuda Life Insurance Co1,428$221.2K0.00%+1,428New
Community Bank & Trust, Waco, Texas1,420$220.0K0.05%−50−3.4%ReducedConverted for a 2-for-1 split
GeoWealth Management, LLC1,412$218.8K0.01%+1,412New
Sheridan Capital Management, LLC1,411$218.5K0.15%+1,411New
Savvy Advisors, Inc.1,407$218.0K0.04%+1,407New
Institute for Wealth Management, LLC.1,406$217.9K0.03%−58−4.0%ReducedConverted for a 2-for-1 split
Clark Asset Management, LLC1,406$217.8K0.05%+1,406New
Savant Capital, LLC1,402$217.2K0.00%+1,402New
Catalyst Funds Management Pty Ltd1,400$216.9K0.05%+1,400New
Valeo Financial Advisors, LLC1,397$216.4K0.01%+1,397New
Alpha Financial Partners, LLC1,396$216.3K0.15%+1,396New
Ehrlich Financial Group1,396$216.3K0.15%+1,396New
Eagle Harbor Asset Management Inc1,390$215.3K0.21%+1,390New
Leavell Investment Management, Inc.1,382$214.1K0.01%+1,382New
Christensen, King & Associates Investment Services, Inc.1,362$211.0K0.10%+1,362New
Cullen Investment Group, Ltd.1,348$208.8K0.03%+1,348New
Advisory Services Network, LLC738$208.5K0.00%−738−50.0%ReducedConverted for a 2-for-1 split
Csenge Advisory Group1,443$208.3K0.01%−3,237−69.2%ReducedConverted for a 2-for-1 split
V-Square Quantitative Management LLC1,338$207.3K0.03%00.0%UnchangedConverted for a 2-for-1 split
Cigna Investments Inc1,314$204.0K0.04%+1,314New
Signature Estate & Investment Advisors LLC1,312$203.3K0.00%+1,312New
Siemens Fonds Invest GmbH1,312$203.3K0.02%+1,312New
Focus Financial Network, Inc.1,310$202.9K0.01%+1,310New
Second Line Capital, LLC1,308$202.6K0.06%+1,308New
Moseley Investment Management Inc1,305$202.2K0.08%+1,305New
Robeco Schweiz AG1,305$202.2K0.00%+1,305New
Financial Counselors Inc1,294$200.5K0.00%+1,294New
Ostrum Asset Management1,292$200.2K0.02%+16+1.3%AddedConverted for a 2-for-1 split
Covestor Ltd1,285$199.0K0.12%+365+39.7%AddedConverted for a 2-for-1 split
Cullen/Frost Bankers, Inc.1,272$197.1K0.00%−3,454−73.1%ReducedConverted for a 2-for-1 split
Bangor Savings Bank1,270$196.7K0.02%00.0%UnchangedConverted for a 2-for-1 split
Colonial Trust Co1,156$179.1K0.03%+178+18.2%AddedConverted for a 2-for-1 split
Planned Solutions, Inc.960$148.7K0.06%+960New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC942$145.9K0.01%−176−15.7%ReducedConverted for a 2-for-1 split
Principal Securities, Inc.911$141.1K0.00%−4,031−81.6%ReducedConverted for a 2-for-1 split
NVWM, LLC825$127.8K0.03%−25−2.9%ReducedConverted for a 2-for-1 split
Capital Advisors, Ltd. LLC816$126.0K0.02%00.0%UnchangedConverted for a 2-for-1 split
Virtus Investment Advisers, Inc.800$123.9K0.10%00.0%UnchangedConverted for a 2-for-1 split
Asset Dedication, LLC800$123.9K0.01%00.0%UnchangedConverted for a 2-for-1 split
Activest Wealth Management800$123.9K0.04%00.0%UnchangedConverted for a 2-for-1 split
Bessemer Group Inc792$123.0K0.00%+4+0.5%AddedConverted for a 2-for-1 split
Huntington National Bank773$119.8K0.00%−167−17.8%ReducedConverted for a 2-for-1 split
Transamerica Financial Advisors, Inc.739$115.0K0.01%+739New
Spire Wealth Management697$108.0K0.00%−105−13.1%ReducedConverted for a 2-for-1 split
Quent Capital, LLC696$107.8K0.01%−22−3.1%ReducedConverted for a 2-for-1 split
DT Investment Partners, LLC694$107.5K0.01%00.0%UnchangedConverted for a 2-for-1 split