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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 1,272 | $235.5K | 0.00% | −130−9.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 1,284 | $237.8K | 0.01% | +1,284 | New |
| Ferguson Wellman Capital Management, Inc | 1,285 | $238.0K | 0.00% | +1,285 | New |
| Journey Strategic Wealth LLC | 1,285 | $238.0K | 0.01% | +1,285 | New |
| Capital World Investors | 1,287 | $238.3K | 0.00% | −433−25.2% | Reduced |
| Berkshire Bank | 1,288 | $238.5K | 0.06% | +1,288 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,300 | $240.7K | 0.01% | −63,400−98.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,304 | $241.5K | 0.00% | −8,818−87.1% | Reduced |
| Focus Financial Network, Inc. | 1,310 | $242.6K | 0.01% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,312 | $243.0K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,314 | $243.0K | 0.04% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,319 | $244.3K | 0.03% | +1,319 | New |
| Csenge Advisory Group | 1,324 | $245.2K | 0.01% | −119−8.2% | Reduced |
| Snowden Capital Advisors LLC | 1,326 | $245.5K | 0.01% | +1,326 | New |
| Valeo Financial Advisors, LLC | 1,331 | $246.4K | 0.01% | −66−4.7% | Reduced |
| Moseley Investment Management Inc | 1,336 | $247.3K | 0.10% | +31+2.4% | Added |
| Leavell Investment Management, Inc. | 1,349 | $249.8K | 0.01% | −33−2.4% | Reduced |
| V-Square Quantitative Management LLC | 1,350 | $250.0K | 0.04% | +12+0.9% | Added |
| Christensen, King & Associates Investment Services, Inc. | 1,362 | $255.7K | 0.12% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 1,382 | $255.9K | 0.01% | −116−7.7% | Reduced |
| Axq Capital, LP | 1,385 | $256.5K | 0.12% | −3,428−71.2% | Reduced |
| Canandaigua National Bank & Trust Co | 1,389 | $257.2K | 0.03% | +1,389 | New |
| Empirical Asset Management, LLC | 2,764 | $257.3K | 0.09% | +441+19.0% | Added |
| First Bank & Trust | 1,392 | $257.8K | 0.05% | +1,392 | New |
| Wealthcare Advisory Partners LLC | 1,393 | $257.9K | 0.01% | +1,393 | New |
| Mutual Advisors, LLC | 1,297 | $258.2K | 0.01% | +1,297 | New |
| Ehrlich Financial Group | 1,396 | $258.5K | 0.18% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 1,406 | $260.4K | 0.05% | 00.0% | Unchanged |
| Sheridan Capital Management, LLC | 1,411 | $261.2K | 0.18% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,415 | $262.0K | 0.03% | +8+0.6% | Added |
| Community Bank & Trust, Waco, Texas | 1,420 | $263.0K | 0.06% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,424 | $263.7K | 0.00% | +1,424 | New |
| HighPoint Advisor Group LLC | 1,278 | $263.7K | 0.01% | +1,278 | New |
| EP Wealth Advisors, LLC | 1,429 | $264.6K | 0.00% | −127−8.2% | Reduced |
| Covestor Ltd | 1,437 | $266.0K | 0.17% | +152+11.8% | Added |
| Pinnacle Bancorp, Inc. | 1,440 | $266.7K | 0.09% | 00.0% | Unchanged |
| Voleon Capital Management LP | 1,444 | $267.4K | 0.02% | +1,444 | New |
| Intrust Bank NA | 1,456 | $269.6K | 0.03% | −314−17.7% | Reduced |
| Tiaa Trust, National Association | 1,467 | $271.7K | 0.00% | −33−2.2% | Reduced |
| Cahaba Wealth Management, Inc. | 1,492 | $276.3K | 0.02% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,496 | $277.1K | 0.01% | +1,496 | New |
| First Interstate Bank | 1,500 | $277.8K | 0.02% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 1,500 | $277.8K | 0.19% | +1,500 | New |
| Quantum Financial Advisors, LLC | 1,502 | $278.2K | 0.04% | −6−0.4% | Reduced |
| Covenant Asset Management, LLC | 1,510 | $279.6K | 0.06% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 1,522 | $281.8K | 0.04% | +1,522 | New |
| Glenview Trust Co | 1,530 | $283.3K | 0.01% | −254−14.2% | Reduced |
| Atomi Financial Group, Inc. | 1,540 | $285.1K | 0.01% | +104+7.2% | Added |
| Kathmere Capital Management, LLC | 1,540 | $285.2K | 0.03% | −237−13.3% | Reduced |
| Regions Financial Corp | 1,547 | $286.5K | 0.00% | −113−6.8% | Reduced |
| Edgestream Partners, L.P. | 1,549 | $286.8K | 0.01% | −1,130−42.2% | Reduced |
| Pflug Koory, LLC | 1,552 | $287.4K | 0.15% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 1,571 | $290.9K | 0.14% | −82−5.0% | Reduced |
| Fifth Third Bancorp | 1,573 | $291.3K | 0.00% | −387−19.7% | Reduced |
| Smartleaf Asset Management LLC | 1,573 | $293.4K | 0.03% | +1,130+255.1% | Added |
| FourThought Financial Partners, LLC | 1,584 | $293.5K | 0.03% | +1,584 | New |
| Callan Family Office, LLC | 1,598 | $295.9K | 0.02% | +1,598 | New |
| BayBridge Capital Group, LLC | 1,602 | $296.7K | 0.22% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 1,616 | $299.3K | 0.12% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,633 | $302.4K | 0.03% | −79−4.6% | Reduced |
| Clarius Group, LLC | 1,640 | $303.7K | 0.02% | +9+0.6% | Added |
| Phillips Wealth Planners LLC | 1,548 | $304.9K | 0.30% | −19−1.2% | Reduced |
| Edmp, Inc. | 1,652 | $305.9K | 0.29% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,653 | $306.1K | 0.00% | −68−4.0% | Reduced |
| Cynosure Management, LLC | 1,660 | $307.4K | 0.05% | −743−30.9% | Reduced |
| Investment Partners Asset Management, Inc. | 1,720 | $318.5K | 0.25% | −3−0.2% | Reduced |
| Vista Wealth Management Group, LLC | 1,762 | $326.3K | 0.02% | −545−23.6% | Reduced |
| First Western Trust Bank | 1,767 | $327.2K | 0.02% | +27+1.6% | Added |
| Paulson Wealth Management Inc. | 1,773 | $328.3K | 0.09% | +48+2.8% | Added |
| Smith Group Asset Management, LLC | 1,780 | $329.6K | 0.02% | −3,530−66.5% | Reduced |
| Fulcrum Capital LLC | 1,800 | $333.3K | 0.07% | −1,920−51.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,847 | $342.0K | 0.04% | +4+0.2% | Added |
| American Alpha Advisors, LLC | 1,850 | $342.6K | 0.31% | −107−5.5% | Reduced |
| High Note Wealth, LLC | 1,872 | $346.7K | 0.09% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,876 | $347.4K | 0.06% | −45−2.3% | Reduced |
| Tiemann Investment Advisors, LLC | 1,885 | $349.1K | 0.16% | +125+7.1% | Added |
| Larson Financial Group LLC | 1,894 | $350.7K | 0.02% | −160−7.8% | Reduced |
| Roanoke Asset Management Corp | 1,900 | $352.0K | 0.11% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,903 | $352.4K | 0.01% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,834 | $353.3K | 0.13% | −20−1.1% | Reduced |
| Sigma Planning Corp | 1,926 | $356.6K | 0.01% | −10−0.5% | Reduced |
| NorthRock Partners, LLC | 1,933 | $358.0K | 0.01% | −86−4.3% | Reduced |
| American Money Management, LLC | 1,942 | $359.6K | 0.07% | −324−14.3% | Reduced |
| Hantz Financial Services, Inc. | 1,942 | $360.0K | 0.01% | −1,162−37.4% | Reduced |
| Kestra Private Wealth Services, LLC | 1,956 | $362.2K | 0.01% | +1,956 | New |
| Blue Investment Partners LLC | 1,963 | $363.5K | 0.13% | 00.0% | Unchanged |
| Trajan Wealth LLC | 1,964 | $363.7K | 0.02% | −298−13.2% | Reduced |
| Diversify Advisory Services, LLC | 1,863 | $366.9K | 0.02% | −1,363−42.3% | Reduced |
| RBF Capital, LLC | 2,000 | $370.4K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,000 | $370.4K | 0.13% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 2,000 | $370.4K | 0.10% | 00.0% | Unchanged |
| Sapient Capital LLC | 2,000 | $370.4K | 0.01% | 00.0% | Unchanged |
| one8zero8, LLC | 2,000 | $370.4K | 0.08% | +2,000 | New |
| Catalina Capital Group, LLC | 2,004 | $371.1K | 0.12% | −7−0.3% | Reduced |
| Whipplewood Advisors, LLC | 2,007 | $371.7K | 0.21% | +2,007 | New |
| Hyperion Capital Advisors LP | 2,020 | $374.1K | 0.19% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 2,040 | $377.8K | 0.01% | +2,040 | New |
| Resources Investment Advisors, LLC. | 2,059 | $381.3K | 0.00% | −4,108−66.6% | Reduced |
| Dorsey Wright & Associates | 2,067 | $383.0K | 0.09% | −15−0.7% | Reduced |
| Bleakley Financial Group, LLC | 2,092 | $387.5K | 0.01% | −212−9.2% | Reduced |