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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, Q4 2024

Institutional positions in Williams Sonoma Inc as of Dec 31, 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
898
+84 vs. Q3 2024
Shares held
117.2M
−5.05M (−4.1%) vs. Q3 2024
Total value
$21.7B
+$2.79B (+14.7%) vs. Q3 2024
New holders
159
235 more added
Sold out
75
378 more reduced

16 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 898 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 heldQ4 2024: $21.7B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q3 2024.

Institutions holding WSM in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Migdal Insurance & Financial Holdings Ltd.2$00.00%+2New
Leonteq Securities AG1$1850.00%−462−99.8%Reduced
Financial Management Professionals, Inc.1$1850.00%−5−83.3%Reduced
Rothschild Investment LLC1$1850.00%00.0%Unchanged
Stance Capital LLC1$1850.00%+1New
Cary Street Partner Investment Advisory LLC2$3700.00%−57,314−100.0%Reduced
Kohmann Bosshard Financial Services, LLC2$3700.00%+2New
Principia Wealth Advisory, LLC2$3700.00%+2New
TFC Financial Management2$3710.00%00.0%Unchanged
WealthTrak Capital Management LLC2$3710.00%+2New
Northwest Capital Management Inc2$3920.00%00.0%Unchanged
Cornerstone Planning Group LLC2$4230.00%+2New
Rakuten Securities, Inc.3$5560.00%−97−97.0%Reduced
Parkworth Wealth Management, Inc.4$7410.00%+4New
Zions Bancorporation, N.A.5$9260.00%00.0%Unchanged
Global Financial Private Client, LLC5$9260.00%+5New
Synergy Financial Management, LLC6$9300.00%+6New
AlphaMark Advisors, LLC4$1.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC8$1.48K0.00%00.0%Unchanged
Hexagon Capital Partners LLC8$1.48K0.00%+4+100.0%Added
NewSquare Capital LLC8$1.48K0.00%+8New
Center for Financial Planning, Inc.8$1.48K0.00%+8New
New Millennium Group LLC9$1.67K0.00%+9New
Financial Network Wealth Advisors LLC10$1.85K0.00%−6−37.5%Reduced
Iron Horse Wealth Management, LLC10$1.85K0.00%00.0%Unchanged
CGC Financial Services, LLC10$1.85K0.00%00.0%Unchanged
Pacific Center for Financial Services10$1.87K0.00%00.0%Unchanged
Winthrop Capital Management, LLC10$2.00K0.00%+10New
Financial Life Planners13$2.38K0.00%+13New
MV Capital Management, Inc.13$2.41K0.00%+5+62.5%Added
Legacy Investment Solutions, LLC13$2.69K0.00%+5+62.5%Added
Legacy Wealth Managment, LLC13$2.69K0.00%+5+62.5%Added
Avion Wealth20$3.00K0.00%+2+11.1%Added
Addison Advisors LLC17$3.15K0.00%+5+41.7%Added
Toth Financial Advisory Corp20$3.70K0.00%00.0%Unchanged
New Wave Wealth Advisors LLC23$4.26K0.00%+23New
Beacon Capital Management, LLC24$4.44K0.00%−82−77.4%Reduced
Dunhill Financial, LLC26$4.82K0.00%00.0%Unchanged
Arlington Trust Co LLC26$4.82K0.00%00.0%Unchanged
Capital A Wealth Management, LLC26$4.82K0.01%+26New
Bank of Jackson Hole Trust28$5.18K0.00%+28New
Ameriflex Group, Inc.26$5.50K0.00%+26New
Hilltop National Bank30$5.55K0.00%00.0%Unchanged
Sierra Ocean, LLC30$5.55K0.00%+30New
SJS Investment Consulting Inc.30$5.56K0.00%−4−11.8%Reduced
Parkside Financial Bank & Trust31$5.74K0.00%00.0%Unchanged
Eagle Bay Advisors LLC32$5.93K0.00%+32New
Bruce G. Allen Investments, LLC33$6.11K0.00%+31+1,550.0%Added
DiNuzzo Private Wealth, Inc.34$6.30K0.00%+1+3.0%Added
Darwin Advisors, LLC36$6.67K0.00%00.0%Unchanged
First Horizon Advisors, Inc.40$7.41K0.00%−408−91.1%Reduced
Sachetta, LLC44$8.15K0.00%00.0%Unchanged
Harbour Investments, Inc.45$8.33K0.00%−2−4.3%Reduced
Sunbelt Securities, Inc.45$8.36K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC46$8.52K0.00%00.0%Unchanged
Abound Wealth Management52$9.58K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc52$9.63K0.00%00.0%Unchanged
South Plains Financial, Inc.52$9.63K0.01%+52New
Valued Wealth Advisors LLC53$9.82K0.01%+11+26.2%Added
First United Bank Trust56$10.4K0.00%00.0%Unchanged
True Wealth Design, LLC56$10.4K0.00%+46+460.0%Added
Fortitude Family Office, LLC60$11.1K0.00%00.0%Unchanged
Key Financial Inc62$11.5K0.00%00.0%Unchanged
Ancora Advisors, LLC68$12.6K0.00%00.0%Unchanged
Davidson Capital Management Inc.70$13.0K0.00%+9+14.8%Added
Itau Unibanco Holding S.A.73$13.5K0.00%+47+180.8%Added
Caitlin John, LLC75$13.9K0.01%00.0%Unchanged
Harbor Capital Advisors, Inc.78$14.0K0.00%+7+9.9%Added
Meeder Asset Management Inc76$14.1K0.00%−35−31.5%Reduced
Manchester Capital Management LLC77$14.3K0.00%00.0%Unchanged
Talon Private Wealth, LLC78$14.4K0.00%00.0%Unchanged
CoreCap Advisors, LLC79$14.6K0.00%+10+14.5%Added
WealthCollab, LLC79$14.6K0.01%+5+6.8%Added
Salem Investment Counselors Inc80$14.8K0.00%00.0%Unchanged
Continuum Advisory, LLC82$15.2K0.00%−21−20.4%Reduced
CVA Family Office, LLC82$15.2K0.00%+49+148.5%Added
Atwood & Palmer Inc82$15.2K0.00%+82New
Westside Investment Management, Inc.84$15.6K0.00%00.0%Unchanged
Tidemark, LLC84$15.6K0.01%00.0%Unchanged
MCF Advisors LLC84$15.6K0.00%00.0%Unchanged
Private Wealth Management Group, LLC93$17.2K0.01%+3+3.3%Added
Skopos Labs, Inc.95$17.6K0.01%−84−46.9%Reduced
Rogco, LP96$17.8K0.01%00.0%Unchanged
Sandy Spring Bank97$17.9K0.00%00.0%Unchanged
Quarry LP100$18.5K0.00%−292−74.5%Reduced
Citizens National Bank Trust Department100$18.5K0.00%00.0%Unchanged
MRP Capital Investments, LLC100$18.5K0.02%+100New
JFS Wealth Advisors, LLC103$19.1K0.00%00.0%Unchanged
Bayforest Capital Ltd109$20.2K0.03%+109New
Golden State Wealth Management, LLC110$20.4K0.00%+110New
Towarzystwo Funduszy Inwestycyjnych Pzu SA110$20.4K0.01%+110New
Medallion Wealth Advisors, LLC110$20.4K0.01%+110New
Washington Trust Co120$22.2K0.00%00.0%Unchanged
Mechanics Financial Corp120$22.2K0.01%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC122$22.6K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.126$23.3K0.00%00.0%Unchanged
Evolution Advisers, Inc.132$24.0K0.01%00.0%Unchanged
WR Wealth Planners, LLC136$25.2K0.01%+30+28.3%Added
Red Tortoise LLC144$26.7K0.01%00.0%Unchanged
Exchange Traded Concepts, LLC160$29.6K0.00%−3,352−95.4%Reduced