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 |
|---|---|---|---|---|---|
| Neo Ivy Capital Management | 2,106 | $389.0K | 0.08% | +2,106 | New |
| Private Trust Co NA | 2,122 | $393.0K | 0.04% | +161+8.2% | Added |
| Sovran Advisors, LLC | 2,049 | $394.6K | 0.06% | +2,049 | New |
| Kimelman & Baird, LLC | 2,144 | $396.9K | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 2,170 | $402.0K | 0.00% | +2,170 | New |
| Wedmont Private Capital | 2,047 | $403.2K | 0.02% | +2,047 | New |
| Rebalance, LLC | 2,180 | $403.7K | 0.03% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,190 | $405.5K | 0.10% | −95−4.2% | Reduced |
| Canopy Partners, LLC | 2,193 | $406.1K | 0.16% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,195 | $406.5K | 0.00% | +206+10.4% | Added |
| Klingman & Associates, LLC | 2,244 | $415.5K | 0.03% | −91−3.9% | Reduced |
| Stratos Wealth Partners, LTD. | 2,244 | $415.5K | 0.01% | +2,244 | New |
| M.E. Allison & Co., Inc. | 2,257 | $418.0K | 0.46% | +2,257 | New |
| Prime Capital Investment Advisors, LLC | 2,269 | $420.1K | 0.01% | +27+1.2% | Added |
| King Luther Capital Management Corp | 2,271 | $420.5K | 0.00% | +143+6.7% | Added |
| Saxon Interests, Inc. | 2,282 | $422.6K | 0.19% | −264−10.4% | Reduced |
| Forum Financial Management, LP | 2,292 | $424.4K | 0.01% | +13+0.6% | Added |
| Baker Avenue Asset Management, LP | 2,294 | $424.9K | 0.01% | +189+9.0% | Added |
| Manske Wealth Management | 2,304 | $426.7K | 0.17% | +2,304 | New |
| Archer Investment Corp | 2,315 | $428.7K | 0.11% | −300−11.5% | Reduced |
| Farther Finance Advisors, LLC | 2,316 | $428.9K | 0.02% | −584−20.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,325 | $430.5K | 0.00% | +108+4.9% | Added |
| Princeton Global Asset Management LLC | 2,364 | $437.8K | 0.08% | +2,300+3,593.8% | Added |
| Ascent Group, LLC | 2,385 | $441.7K | 0.03% | −56−2.3% | Reduced |
| UniSuper Management Pty Ltd | 2,400 | $444.4K | 0.00% | −3,730−60.8% | Reduced |
| Convergence Investment Partners, LLC | 2,404 | $445.2K | 0.10% | +2,404 | New |
| Centennial Bank | 2,416 | $447.4K | 0.21% | −94−3.7% | Reduced |
| Qsemble Capital Management, LP | 2,422 | $448.5K | 0.06% | +2,422 | New |
| Syverson Strege & Co | 2,448 | $453.4K | 0.15% | +87+3.7% | Added |
| Advisor OS, LLC | 2,449 | $453.6K | 0.05% | +2,449 | New |
| Confluence Wealth Services, Inc. | 2,143 | $453.8K | 0.03% | −873−28.9% | Reduced |
| Alps Advisors Inc | 2,490 | $461.1K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,500 | $463.0K | 0.01% | +115+4.8% | Added |
| Atria Investments LLC | 2,510 | $464.8K | 0.01% | −50−2.0% | Reduced |
| Alpha Omega Wealth Management LLC | 2,560 | $474.1K | 0.09% | −235−8.4% | Reduced |
| Avantax Advisory Services, Inc. | 2,575 | $476.8K | 0.00% | +70+2.8% | Added |
| Kingswood Wealth Advisors, LLC | 2,608 | $483.1K | 0.04% | +2,608 | New |
| GeoWealth Management, LLC | 2,625 | $486.1K | 0.02% | +1,213+85.9% | Added |
| Motley Fool Asset Management LLC | 2,634 | $487.8K | 0.03% | +297+12.7% | Added |
| Wakefield Asset Management LLLP | 2,634 | $487.8K | 0.16% | +2,634 | New |
| Grant Private Wealth Management Inc | 2,642 | $489.2K | 0.53% | +2,642 | New |
| Gsa Capital Partners LLP | 2,644 | $490.0K | 0.04% | −2,690−50.4% | Reduced |
| Atria Wealth Solutions, Inc. | 2,671 | $494.6K | 0.01% | +1,228+85.1% | Added |
| Proficio Capital Partners LLC | 2,676 | $495.6K | 0.04% | +203+8.2% | Added |
| AdvisorShares Investments LLC | 2,690 | $498.1K | 0.10% | +2,690 | New |
| Seven Mile Advisory | 2,704 | $500.7K | 0.32% | −229−7.8% | Reduced |
| Cambria Investment Management, L.P. | 2,716 | $502.9K | 0.03% | −292−9.7% | Reduced |
| One Wealth Advisors, LLC | 2,721 | $503.9K | 0.07% | +14+0.5% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,783 | $515.3K | 0.17% | −29−1.0% | Reduced |
| Guggenheim Capital LLC | 2,786 | $515.9K | 0.00% | −8,676−75.7% | Reduced |
| CWM, LLC | 2,789 | $516.0K | 0.00% | +330+13.4% | Added |
| Hanseatic Management Services Inc | 2,837 | $525.4K | 0.67% | +200+7.6% | Added |
| Creekside Partners | 2,860 | $529.6K | 0.27% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2,863 | $530.2K | 0.11% | −210−6.8% | Reduced |
| Seeds Investor LLC | 2,864 | $530.3K | 0.15% | +364+14.6% | Added |
| HB Wealth Management, LLC | 2,879 | $533.2K | 0.01% | +2,879 | New |
| Fieldview Capital Management, LLC | 2,883 | $533.9K | 0.08% | +2,883 | New |
| Rafferty Asset Management, LLC | 2,885 | $534.2K | 0.00% | −81−2.7% | Reduced |
| Private Client Services, LLC | 2,892 | $535.5K | 0.29% | −2,753−48.8% | Reduced |
| Parallel Advisors, LLC | 2,892 | $535.7K | 0.01% | −51−1.7% | Reduced |
| Sagespring Wealth Partners, LLC | 2,899 | $536.9K | 0.01% | +2,899 | New |
| Paradigm Asset Management Co LLC | 2,900 | $537.0K | 0.15% | +2,900 | New |
| Quadrant Capital Group LLC | 2,904 | $537.8K | 0.04% | −56−1.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,913 | $543.0K | 0.00% | −1,789−38.0% | Reduced |
| Impact Partnership Wealth, LLC | 2,933 | $543.2K | 0.11% | −201−6.4% | Reduced |
| Jeppson Wealth Management, LLC | 2,943 | $545.0K | 0.20% | −81−2.7% | Reduced |
| IFP Advisors, Inc | 2,942 | $545.1K | 0.02% | −118−3.9% | Reduced |
| Brown Brothers Harriman & Co | 2,988 | $553.3K | 0.00% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,000 | $555.5K | 0.02% | +3,000 | New |
| 111 Capital | 3,006 | $556.7K | 0.12% | +3,006 | New |
| We Are One Seven, LLC | 3,018 | $558.9K | 0.02% | +167+5.9% | Added |
| Florida Financial Advisors, LLC | 3,042 | $563.4K | 0.25% | −167−5.2% | Reduced |
| Isthmus Partners, LLC | 3,072 | $568.9K | 0.07% | −365−10.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,078 | $570.0K | 0.02% | −186−5.7% | Reduced |
| Lido Advisors, LLC | 3,080 | $570.3K | 0.00% | −73−2.3% | Reduced |
| Applied Finance Capital Management, LLC | 3,094 | $572.9K | 0.02% | 00.0% | Unchanged |
| Scotia Capital Inc. | 3,096 | $573.3K | 0.00% | −50−1.6% | Reduced |
| Profund Advisors LLC | 3,129 | $579.4K | 0.02% | −578−15.6% | Reduced |
| Ci Investments Inc. | 3,130 | $580.0K | 0.00% | −811−20.6% | Reduced |
| MainStreet Investment Advisors LLC | 3,148 | $582.9K | 0.08% | −958−23.3% | Reduced |
| Naples Global Advisors, LLC | 3,158 | $584.8K | 0.05% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 3,174 | $587.8K | 0.00% | +3,174 | New |
| Bridgefront Capital, LLC | 3,180 | $588.9K | 0.20% | +3,180 | New |
| Kestra Investment Management, LLC | 3,184 | $589.6K | 0.02% | −194−5.7% | Reduced |
| Ignite Planners, LLC | 3,092 | $595.8K | 0.13% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,212 | $596.8K | 0.01% | −953−22.9% | Reduced |
| PFG Investments, LLC | 3,263 | $604.3K | 0.04% | +33+1.0% | Added |
| Checchi Capital Advisers, LLC | 3,271 | $605.7K | 0.05% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 3,349 | $620.2K | 0.08% | +43+1.3% | Added |
| Massmutual Trust Co FSB | 3,363 | $622.8K | 0.02% | −1,051−23.8% | Reduced |
| Resonant Capital Advisors, LLC | 3,474 | $643.3K | 0.05% | +56+1.6% | Added |
| Wendell David Associates Inc | 3,500 | $648.0K | 0.06% | −200−5.4% | Reduced |
| Everence Capital Management Inc | 3,500 | $648.0K | 0.04% | +3,500 | New |
| Empirical Finance, LLC | 3,539 | $655.4K | 0.04% | −2,589−42.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,559 | $659.1K | 0.05% | −55−1.5% | Reduced |
| Central Trust Co | 3,590 | $664.8K | 0.02% | −10.0% | Reduced |
| RFG Advisory, LLC | 3,594 | $665.5K | 0.02% | −1,617−31.0% | Reduced |
| Vaughan David Investments LLC | 3,600 | $667.0K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,605 | $667.6K | 0.12% | +1,853+105.8% | Added |
| Aries Wealth Management | 3,660 | $677.8K | 0.19% | 00.0% | Unchanged |