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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 660 | $102.3K | 0.01% | +110+20.0% | AddedConverted for a 2-for-1 split |
| Whittier Trust Co | 650 | $100.7K | 0.00% | −210−24.4% | ReducedConverted for a 2-for-1 split |
| Evermay Wealth Management LLC | 600 | $93.0K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Plante Moran Financial Advisors, LLC | 594 | $92.0K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Harbor Investment Advisory, LLC | 593 | $91.8K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Operose Advisors LLC | 580 | $89.9K | 0.03% | +580 | New |
| Umb Bank N A | 533 | $82.6K | 0.00% | +153+40.3% | AddedConverted for a 2-for-1 split |
| Kayne Anderson Rudnick Investment Management LLC | 532 | $82.4K | 0.00% | +532 | New |
| Proequities, Inc. | 500 | $77.5K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Lindbrook Capital, LLC | 485 | $75.1K | 0.01% | +13+2.8% | AddedConverted for a 2-for-1 split |
| Allworth Financial LP | 466 | $72.2K | 0.00% | −472−50.3% | ReducedConverted for a 2-for-1 split |
| Leonteq Securities AG | 463 | $71.7K | 0.01% | +33+7.7% | AddedConverted for a 2-for-1 split |
| First Horizon Advisors, Inc. | 448 | $69.4K | 0.00% | −12−2.6% | ReducedConverted for a 2-for-1 split |
| Painted Porch Advisors LLC | 447 | $69.2K | 0.04% | −141−24.0% | ReducedConverted for a 2-for-1 split |
| Smartleaf Asset Management LLC | 443 | $68.4K | 0.01% | +189+74.4% | AddedConverted for a 2-for-1 split |
| AdvisorNet Financial, Inc | 417 | $64.7K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Bogart Wealth, LLC | 406 | $62.9K | 0.00% | +6+1.5% | AddedConverted for a 2-for-1 split |
| Quarry LP | 392 | $60.7K | 0.02% | +40+11.4% | AddedConverted for a 2-for-1 split |
| Atlantic Trust, LLC | 360 | $55.8K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Front Row Advisors LLC | 350 | $54.2K | 0.02% | −68−16.3% | ReducedConverted for a 2-for-1 split |
| EverSource Wealth Advisors, LLC | 343 | $53.1K | 0.00% | −1,587−82.2% | ReducedConverted for a 2-for-1 split |
| Rise Advisors, LLC | 339 | $52.5K | 0.03% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Hemington Wealth Management | 391 | $52.0K | 0.01% | +391 | New |
| Northwest Investment Counselors, LLC | 328 | $50.8K | 0.01% | +328 | New |
| Planning Capital Management Corp | 326 | $50.5K | 0.03% | +326 | New |
| Richardson Financial Services Inc. | 354 | $50.0K | 0.03% | −354−50.0% | ReducedConverted for a 2-for-1 split |
| Bell Investment Advisors, Inc | 320 | $49.6K | 0.01% | +8+2.6% | AddedConverted for a 2-for-1 split |
| GPS Wealth Strategies Group, LLC | 314 | $48.6K | 0.01% | −50−13.7% | ReducedConverted for a 2-for-1 split |
| FinTrust Capital Advisors, LLC | 314 | $48.6K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Global Retirement Partners, LLC | 301 | $46.6K | 0.00% | −611−67.0% | ReducedConverted for a 2-for-1 split |
| Golden State Equity Partners | 298 | $46.2K | 0.01% | +298 | New |
| Versant Capital Management, Inc | 280 | $43.4K | 0.01% | +118+72.8% | AddedConverted for a 2-for-1 split |
| Capital Analysts, LLC | 265 | $41.0K | 0.00% | +265 | New |
| LGT Financial Advisors LLC | 251 | $38.9K | 0.10% | +73+41.0% | AddedConverted for a 2-for-1 split |
| Hobbs Group Advisors, LLC | 236 | $36.6K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Whittier Trust Co of Nevada Inc | 232 | $35.9K | 0.00% | −22−8.7% | ReducedConverted for a 2-for-1 split |
| ORG Wealth Partners, LLC | 220 | $34.1K | 0.01% | +220 | New |
| Rosenberg Matthew Hamilton | 218 | $33.8K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| 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 |
| Clean Yield Group | 192 | $29.7K | 0.01% | +192 | New |
| Bartlett & Co. Wealth Management LLC | 188 | $29.1K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Johnson Financial Group, Inc. | 180 | $27.9K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Skopos Labs, Inc. | 179 | $27.7K | 0.01% | +179 | New |
| Cassady Schiller Wealth Management, LLC | 166 | $25.7K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| 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 |
| Jaffetilchin Investment Partners, LLC | 160 | $24.8K | 0.00% | +160 | New |
| Red Tortoise LLC | 144 | $22.3K | 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 |
| Evolution Advisers, Inc. | 132 | $20.0K | 0.01% | 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 |
| Foster Dykema Cabot & Partners, LLC | 122 | $18.9K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| 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 |
| First Personal Financial Services | 118 | $18.3K | 0.00% | +118 | New |
| Meeder Asset Management Inc | 111 | $17.2K | 0.00% | −17−13.3% | ReducedConverted 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 |
| Cetera Trust Company, N.A | 104 | $16.1K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| JFS Wealth Advisors, LLC | 103 | $16.0K | 0.00% | +3+3.0% | AddedConverted 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 |
| Sandy Spring Bank | 97 | $15.0K | 0.00% | −19−16.4% | ReducedConverted for a 2-for-1 split |
| Rogco, LP | 96 | $14.9K | 0.01% | −10−9.4% | ReducedConverted 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 |
| Continuum Advisory, LLC | 103 | $13.5K | 0.00% | +87+543.8% | AddedConverted for a 2-for-1 split |
| MCF Advisors LLC | 84 | $13.0K | 0.00% | −8−8.7% | 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 |
| Salem Investment Counselors Inc | 80 | $12.4K | 0.00% | −29,250−99.7% | ReducedConverted for a 2-for-1 split |
| Talon Private Wealth, LLC | 78 | $12.1K | 0.00% | +78 | New |
| International Assets Investment Management, LLC | 1,859 | $12.0K | 0.00% | +1,847+15,391.7% | AddedConverted 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 |
| WealthCollab, LLC | 74 | $11.5K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Harbor Capital Advisors, Inc. | 71 | $11.0K | 0.00% | +71 | New |
| CoreCap Advisors, LLC | 69 | $10.7K | 0.00% | +69 | New |
| Ancora Advisors, LLC | 68 | $10.5K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Elequin Capital LP | 67 | $10.4K | 0.00% | +67 | New |
| Princeton Global Asset Management LLC | 64 | $9.91K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Ashton Thomas Securities, LLC | 63 | $9.76K | 0.00% | +63 | New |
| Caitlin John, LLC | 75 | $9.69K | 0.01% | −1−1.3% | ReducedConverted for a 2-for-1 split |
| Key Financial Inc | 62 | $9.61K | 0.00% | 00.0% | UnchangedConverted 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 |
| Frazier Financial Advisors, LLC | 60 | $9.30K | 0.01% | −126−67.7% | ReducedConverted 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 |
| First United Bank Trust | 56 | $8.68K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Farmers & Merchants Investments Inc | 52 | $8.06K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Abound Wealth Management | 52 | $7.99K | 0.00% | +44+550.0% | AddedConverted for a 2-for-1 split |
| Harbour Investments, Inc. | 47 | $7.28K | 0.00% | +5+11.9% | AddedConverted for a 2-for-1 split |
| Moisand Fitzgerald Tamayo, LLC | 46 | $7.13K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Sunbelt Securities, Inc. | 45 | $6.95K | 0.00% | −39−46.4% | ReducedConverted for a 2-for-1 split |
| Sachetta, LLC | 44 | $6.82K | 0.00% | −52−54.2% | ReducedConverted for a 2-for-1 split |
| Valued Wealth Advisors LLC | 42 | $6.51K | 0.00% | −26−38.2% | ReducedConverted for a 2-for-1 split |
| Naples Money Management LLC | 40 | $6.20K | 0.01% | +40 | New |
| Darwin Advisors, LLC | 36 | $5.58K | 0.00% | +36 | New |
| SJS Investment Consulting Inc. | 34 | $5.27K | 0.00% | −6−15.0% | ReducedConverted 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 |
| CVA Family Office, LLC | 33 | $5.11K | 0.00% | +7+26.9% | AddedConverted 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 |