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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 162 | $30.0K | 0.00% | +31+23.7% | Added |
| Smithfield Trust Co | 160 | $30.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 172 | $31.9K | 0.01% | +6+3.6% | Added |
| Bartlett & Co. Wealth Management LLC | 188 | $34.8K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 192 | $35.6K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 194 | $35.9K | 0.01% | −26−11.8% | Reduced |
| HM Payson & Co | 200 | $37.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $37.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 203 | $37.7K | 0.01% | +203 | New |
| Johnson Financial Group, Inc. | 180 | $38.1K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 201 | $38.7K | 0.01% | +201 | New |
| Van Hulzen Asset Management, LLC | 216 | $40.0K | 0.00% | +216 | New |
| Richards, Merrill & Peterson, Inc. | 248 | $45.9K | 0.02% | +248 | New |
| ORG Partners LLC | 250 | $46.3K | 0.01% | +250 | New |
| LGT Financial Advisors LLC | 251 | $46.5K | 0.10% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 264 | $48.9K | 0.01% | −56−17.5% | Reduced |
| Capital Analysts, LLC | 265 | $49.0K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 275 | $49.2K | 0.00% | +275 | New |
| Ossiam | 270 | $50.0K | 0.00% | −12,666−97.9% | Reduced |
| Proequities, Inc. | 250 | $53.2K | 0.00% | −250−50.0% | Reduced |
| Quest Partners LLC | 296 | $54.8K | 0.01% | +296 | New |
| Tobam | 299 | $55.0K | 0.02% | +299 | New |
| Human Investing LLC | 302 | $56.0K | 0.01% | +302 | New |
| GPS Wealth Strategies Group, LLC | 314 | $58.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 328 | $60.7K | 0.01% | +48+17.1% | Added |
| Atlantic Trust, LLC | 335 | $62.0K | 0.01% | −25−6.9% | Reduced |
| Rise Advisors, LLC | 340 | $62.9K | 0.03% | +1+0.3% | Added |
| Front Row Advisors LLC | 350 | $64.8K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 368 | $68.1K | 0.03% | +368 | New |
| Rosenberg Matthew Hamilton | 370 | $68.5K | 0.02% | +152+69.7% | Added |
| EverSource Wealth Advisors, LLC | 396 | $73.4K | 0.00% | +53+15.5% | Added |
| Bogart Wealth, LLC | 406 | $75.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 409 | $75.7K | 0.01% | −8−1.9% | Reduced |
| Hemington Wealth Management | 418 | $77.0K | 0.02% | +27+6.9% | Added |
| Lindbrook Capital, LLC | 422 | $78.1K | 0.01% | −63−13.0% | Reduced |
| SBI Securities Co., Ltd. | 436 | $80.7K | 0.00% | +436 | New |
| Global Retirement Partners, LLC | 443 | $82.0K | 0.00% | +142+47.2% | Added |
| Park Square Financial Group, LLC | 466 | $86.3K | 0.06% | +466 | New |
| Asset Dedication, LLC | 468 | $86.7K | 0.01% | −332−41.5% | Reduced |
| Allworth Financial LP | 447 | $94.9K | 0.00% | −19−4.1% | Reduced |
| Groupe la Francaise | 516 | $95.4K | 0.00% | +516 | New |
| Brown, Lisle/Cummings, Inc. | 560 | $103.7K | 0.03% | +560 | New |
| Whittier Trust Co of Nevada Inc | 561 | $103.9K | 0.00% | +329+141.8% | Added |
| Harbor Investment Advisory, LLC | 593 | $109.8K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 594 | $110.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 597 | $110.5K | 0.00% | −53−8.2% | Reduced |
| Evermay Wealth Management LLC | 600 | $111.1K | 0.02% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 657 | $121.7K | 0.06% | +210+47.0% | Added |
| Anchor Investment Management, LLC | 660 | $122.3K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 679 | $126.0K | 0.00% | −2,174−76.2% | Reduced |
| DT Investment Partners, LLC | 694 | $128.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 697 | $129.0K | 0.01% | +1+0.1% | Added |
| Huntington National Bank | 715 | $132.4K | 0.00% | −58−7.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 746 | $139.0K | 0.01% | +7+0.9% | Added |
| Cullen/Frost Bankers, Inc. | 776 | $143.7K | 0.00% | −496−39.0% | Reduced |
| Virtus Investment Advisers, Inc. | 800 | $148.1K | 0.12% | 00.0% | Unchanged |
| Activest Wealth Management | 800 | $148.1K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 816 | $151.0K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 825 | $152.8K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 841 | $155.7K | 0.00% | +308+57.8% | Added |
| Principal Securities, Inc. | 849 | $157.2K | 0.00% | −62−6.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 956 | $177.0K | 0.01% | +14+1.5% | Added |
| Providence Wealth Advisors, LLC | 1,010 | $201.0K | 0.15% | +1,010 | New |
| Prelude Capital Management, LLC | 1,089 | $201.7K | 0.02% | −872−44.5% | Reduced |
| Spire Wealth Management | 1,096 | $203.0K | 0.01% | +399+57.2% | Added |
| HBK Sorce Advisory LLC | 1,096 | $203.0K | 0.01% | +1,096 | New |
| Citizens Financial Group Inc | 1,106 | $204.8K | 0.00% | +1,106 | New |
| LGL Partners, LLC | 1,111 | $205.7K | 0.03% | +1,111 | New |
| Paragon Capital Management Ltd | 1,114 | $206.3K | 0.04% | +1,114 | New |
| SignalPoint Asset Management, LLC | 1,129 | $209.0K | 0.05% | +1,129 | New |
| NDVR, Inc. | 1,136 | $210.4K | 0.20% | +1,136 | New |
| J.W. Cole Advisors, Inc. | 1,150 | $213.0K | 0.01% | +1,150 | New |
| United Capital Financial Advisers, LLC | 1,155 | $213.9K | 0.00% | +1,155 | New |
| Stevens Capital Management LP | 1,156 | $214.0K | 0.09% | +1,156 | New |
| Algert Global LLC | 1,160 | $214.8K | 0.01% | +1,160 | New |
| Jacobs Levy Equity Management, Inc | 1,168 | $216.3K | 0.00% | −1,035,088−99.9% | Reduced |
| Bessemer Group Inc | 1,176 | $218.0K | 0.00% | +384+48.5% | Added |
| Colonial Trust Co | 1,197 | $221.6K | 0.03% | +41+3.5% | Added |
| Wealthfront Advisers LLC | 1,198 | $221.8K | 0.00% | +1,198 | New |
| Planned Solutions, Inc. | 1,200 | $222.2K | 0.09% | +240+25.0% | Added |
| Focused Wealth Management, Inc | 1,200 | $222.2K | 0.03% | +1,200 | New |
| Fort Sheridan Advisors LLC | 1,200 | $222.2K | 0.03% | +1,200 | New |
| Second Line Capital, LLC | 1,205 | $223.1K | 0.06% | −103−7.9% | Reduced |
| Pinnacle Associates Ltd | 1,205 | $223.1K | 0.00% | +1,205 | New |
| MONECO Advisors, LLC | 1,206 | $223.3K | 0.02% | +1,206 | New |
| TFB Advisors LLC | 1,214 | $224.8K | 0.06% | +1,214 | New |
| Money Concepts Capital Corp | 1,217 | $225.3K | 0.02% | +1,217 | New |
| Robeco Schweiz AG | 1,224 | $226.7K | 0.00% | −81−6.2% | Reduced |
| denkapparat Operations GmbH | 1,228 | $227.4K | 0.34% | +1,228 | New |
| Lakeview Capital Partners, LLC | 1,228 | $227.4K | 0.05% | +1,228 | New |
| Simon Quick Advisors, LLC | 1,233 | $228.2K | 0.01% | +1,233 | New |
| Ronald Blue Trust, Inc. | 1,233 | $228.3K | 0.00% | −86−6.5% | Reduced |
| Cullen Investment Group, Ltd. | 1,235 | $228.8K | 0.03% | −113−8.4% | Reduced |
| Eagle Harbor Asset Management Inc | 1,240 | $229.6K | 0.23% | −150−10.8% | Reduced |
| Ostrum Asset Management | 1,240 | $229.6K | 0.02% | −52−4.0% | Reduced |
| Crestline Management, LP | 1,247 | $230.9K | 0.01% | −1,158−48.1% | Reduced |
| Claret Asset Management Corp | 1,248 | $231.0K | 0.04% | +1,248 | New |
| Evercore Wealth Management, LLC | 1,256 | $232.6K | 0.00% | +1,256 | New |
| Ring Mountain Capital, LLC | 1,258 | $233.0K | 0.16% | +1,258 | New |
| Great Valley Advisor Group, Inc. | 1,265 | $234.2K | 0.01% | +1,265 | New |