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 |
|---|---|---|---|---|---|
| Western Wealth Management, LLC | 7,189 | $1.33M | 0.07% | −272−3.6% | Reduced |
| Merit Financial Group, LLC | 7,139 | $1.32M | 0.02% | +7,139 | New |
| Gateway Investment Advisers LLC | 7,119 | $1.32M | 0.01% | −11,565−61.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,075 | $1.31M | 0.05% | +2,130+43.1% | Added |
| Virtue Capital Management, LLC | 7,014 | $1.30M | 0.26% | +386+5.8% | Added |
| Steward Partners Investment Advisory, LLC | 6,984 | $1.29M | 0.01% | −1,599−18.6% | Reduced |
| Synovus Financial Corp | 6,969 | $1.29M | 0.02% | +76+1.1% | Added |
| Gs Investments, Inc. | 6,956 | $1.29M | 0.58% | −2,898−29.4% | Reduced |
| TD Waterhouse Canada Inc. | 6,933 | $1.28M | 0.01% | +5,271+317.1% | Added |
| MML Investors Services, LLC | 6,808 | $1.26M | 0.00% | +619+10.0% | Added |
| Brighton Jones LLC | 6,742 | $1.25M | 0.04% | +1,236+22.4% | Added |
| Maryland State Retirement & Pension System | 6,680 | $1.24M | 0.03% | −587−8.1% | Reduced |
| Elevated Capital Advisors, LLC | 6,548 | $1.21M | 0.33% | −621−8.7% | Reduced |
| Atlas Capital Advisors LLC | 6,512 | $1.21M | 0.15% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 6,496 | $1.20M | 0.00% | +788+13.8% | Added |
| Pitcairn Co | 6,470 | $1.20M | 0.07% | +1,071+19.8% | Added |
| Toroso Investments, LLC | 6,460 | $1.20M | 0.01% | +2,078+47.4% | Added |
| Impax Asset Management Group plc | 6,449 | $1.19M | 0.01% | −80−1.2% | Reduced |
| E. Ohman J:or Asset Management AB | 6,400 | $1.19M | 0.03% | +1,000+18.5% | Added |
| Westmount Partners, LLC | 6,242 | $1.16M | 0.35% | +59+1.0% | Added |
| AXA S.A. | 6,097 | $1.13M | 0.00% | −9,623−61.2% | Reduced |
| Greenleaf Trust | 6,002 | $1.11M | 0.01% | −306−4.9% | Reduced |
| PKO Investment Management Joint-Stock Co | 6,000 | $1.11M | 0.14% | −4,000−40.0% | Reduced |
| Ontario Teachers Pension Plan Board | 5,965 | $1.10M | 0.01% | +2,492+71.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,672 | $1.09M | 0.01% | +2,420+74.4% | Added |
| Cooper Financial Group | 5,845 | $1.08M | 0.13% | +360+6.6% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 5,809 | $1.08M | 0.87% | +219+3.9% | Added |
| Virtu Financial LLC | 5,789 | $1.07M | 0.06% | +5,789 | New |
| Dai-Ichi Life Insurance Company, Ltd | 5,728 | $1.06M | 0.03% | +5,728 | New |
| CIBC World Markets Corp | 5,717 | $1.06M | 0.01% | −1,778−23.7% | Reduced |
| TFG Advisers LLC | 5,652 | $1.05M | 0.38% | +21+0.4% | Added |
| BancorpSouth Bank | 5,646 | $1.05M | 0.07% | −94−1.6% | Reduced |
| Roberts Capital Advisors, LLC | 5,596 | $1.04M | 0.87% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 5,526 | $1.02M | 0.39% | +5,526 | New |
| Argyle Capital Partners, LLC | 5,524 | $1.02M | 0.88% | +5,524 | New |
| Ballentine Partners, LLC | 5,516 | $1.02M | 0.02% | +147+2.7% | Added |
| Vident Advisory, LLC | 5,514 | $1.02M | 0.02% | −874−13.7% | Reduced |
| Peak Retirement Planning, Inc. | 5,454 | $1.01M | 0.68% | +5,454 | New |
| Diversify Wealth Management, LLC | 5,119 | $1.01M | 0.08% | +1,838+56.0% | Added |
| FIL Ltd | 5,306 | $982.6K | 0.00% | +2,120+66.5% | Added |
| Vontobel Holding Ltd. | 5,147 | $953.1K | 0.00% | −1,740−25.3% | Reduced |
| Alliance Wealth Advisors, LLC | 5,143 | $952.5K | 0.25% | −465−8.3% | Reduced |
| E Fund Management Co., Ltd. | 5,098 | $944.0K | 0.05% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 5,077 | $940.3K | 0.04% | −59−1.1% | Reduced |
| Alexander Labrunerie & Co., Inc. | 5,066 | $938.1K | 0.41% | −25−0.5% | Reduced |
| Patten & Patten Inc | 5,040 | $933.4K | 0.06% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 5,000 | $925.9K | 0.09% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 5,000 | $925.9K | 0.01% | +968+24.0% | Added |
| Fifth Third Wealth Advisors LLC | 4,948 | $916.3K | 0.05% | −73−1.5% | Reduced |
| First Citizens Bank & Trust Co | 4,948 | $916.3K | 0.02% | +312+6.7% | Added |
| D.A. Davidson & Co. | 4,890 | $905.5K | 0.01% | −758−13.4% | Reduced |
| Colony Group, LLC | 4,843 | $896.9K | 0.00% | +2,799+136.9% | Added |
| Ashton Thomas Private Wealth, LLC | 4,820 | $892.6K | 0.03% | +4,820 | New |
| Prospera Financial Services Inc | 4,819 | $892.4K | 0.02% | +19+0.4% | Added |
| Engineers Gate Manager LP | 4,787 | $886.5K | 0.02% | +4,787 | New |
| Burton Enright Welch | 4,744 | $878.5K | 0.18% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,738 | $877.4K | 0.03% | +1,518+47.1% | Added |
| Shelton Capital Management | 4,723 | $874.6K | 0.02% | −377−7.4% | Reduced |
| Graypoint LLC | 4,722 | $874.4K | 0.05% | +16+0.3% | Added |
| Chicago Trust Co NA | 4,628 | $857.0K | 0.15% | +3+0.1% | Added |
| Signaturefd, LLC | 4,598 | $851.5K | 0.02% | −204−4.2% | Reduced |
| Kingsview Wealth Management, LLC | 4,567 | $845.7K | 0.02% | −555−10.8% | Reduced |
| Michels Family Financial, LLC | 4,555 | $843.5K | 0.77% | +4,555 | New |
| OmniStar Financial Group, Inc. | 4,555 | $843.2K | 0.68% | −238−5.0% | Reduced |
| PKS Advisory Services, LLC | 4,545 | $841.6K | 0.24% | +4,545 | New |
| Envestnet Portfolio Solutions, Inc. | 4,516 | $836.3K | 0.00% | +255+6.0% | Added |
| Metis Global Partners, LLC | 4,509 | $835.0K | 0.03% | −339−7.0% | Reduced |
| Renasant Bank | 4,503 | $833.9K | 0.54% | +14+0.3% | Added |
| Buttonwood Financial Advisors Inc. | 4,493 | $832.0K | 0.37% | +10.0% | Added |
| Winnow Wealth LLC | 4,626 | $824.1K | 0.82% | +4,626 | New |
| Burney Co | 4,417 | $817.9K | 0.03% | −95−2.1% | Reduced |
| Brown Advisory Inc | 4,373 | $809.8K | 0.00% | +114+2.7% | Added |
| Bank of Nova Scotia | 4,359 | $807.2K | 0.00% | −1,874−30.1% | Reduced |
| Sterling Capital Management LLC | 4,333 | $802.4K | 0.01% | +919+26.9% | Added |
| Advisory Services Network, LLC | 4,212 | $780.0K | 0.01% | +3,474+470.7% | Added |
| Catalyst Funds Management Pty Ltd | 4,200 | $777.8K | 0.19% | +2,800+200.0% | Added |
| CIBC Asset Management Inc | 4,181 | $774.2K | 0.00% | +487+13.2% | Added |
| McBroom & Associates, LLC | 4,177 | $773.5K | 0.44% | −3−0.1% | Reduced |
| GHP Investment Advisors, Inc. | 4,143 | $767.2K | 0.04% | −106−2.5% | Reduced |
| Plato Investment Management Ltd | 4,127 | $767.0K | 0.06% | +704+20.6% | Added |
| Prairiewood Capital, LLC | 4,120 | $762.9K | 0.33% | −2,964−41.8% | Reduced |
| MWA Asset Management | 4,117 | $762.3K | 0.51% | −108−2.6% | Reduced |
| Bailard, Inc. | 4,091 | $757.6K | 0.02% | +66+1.6% | Added |
| Real Talk Capital, LLC | – | $753.7K | 0.99% | – | New |
| Northstar Asset Management LLC | 4,000 | $740.7K | 0.17% | 00.0% | Unchanged |
| Trust Point Inc. | 3,969 | $735.0K | 0.05% | +1,262+46.6% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 3,962 | $733.7K | 0.45% | +3,962 | New |
| Portside Wealth Group, LLC | 3,955 | $732.4K | 0.12% | +1,237+45.5% | Added |
| Lindenwold Advisors | 3,926 | $727.0K | 0.39% | −198−4.8% | Reduced |
| Jones Financial Companies LLLP | 3,905 | $723.1K | 0.00% | +2,222+132.0% | Added |
| Kestra Advisory Services, LLC | 3,903 | $722.8K | 0.00% | −559−12.5% | Reduced |
| Center For Asset Management LLC | 3,890 | $720.4K | 0.47% | −68−1.7% | Reduced |
| DGS Capital Management, LLC | 3,843 | $711.7K | 0.18% | −42−1.1% | Reduced |
| AMG National Trust Bank | 3,800 | $703.7K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 3,707 | $686.5K | 0.00% | +200+5.7% | Added |
| Jump Financial, LLC | 3,696 | $684.4K | 0.01% | −4,367−54.2% | Reduced |
| Allstate Corp | 3,683 | $682.0K | 0.02% | +3,683 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,657 | $678.4K | 0.01% | −207−5.4% | Reduced |
| Aries Wealth Management | 3,660 | $677.8K | 0.19% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,605 | $667.6K | 0.12% | +1,853+105.8% | Added |