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 |
|---|---|---|---|---|---|
| Vaughan David Investments LLC | 3,600 | $667.0K | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 3,594 | $665.5K | 0.02% | −1,617−31.0% | Reduced |
| Central Trust Co | 3,590 | $664.8K | 0.02% | −10.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,559 | $659.1K | 0.05% | −55−1.5% | Reduced |
| Empirical Finance, LLC | 3,539 | $655.4K | 0.04% | −2,589−42.2% | Reduced |
| 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 |
| Resonant Capital Advisors, LLC | 3,474 | $643.3K | 0.05% | +56+1.6% | Added |
| Massmutual Trust Co FSB | 3,363 | $622.8K | 0.02% | −1,051−23.8% | Reduced |
| Absher Wealth Management, LLC | 3,349 | $620.2K | 0.08% | +43+1.3% | Added |
| Checchi Capital Advisers, LLC | 3,271 | $605.7K | 0.05% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,263 | $604.3K | 0.04% | +33+1.0% | Added |
| RSM US Wealth Management LLC | 3,212 | $596.8K | 0.01% | −953−22.9% | Reduced |
| Ignite Planners, LLC | 3,092 | $595.8K | 0.13% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 3,184 | $589.6K | 0.02% | −194−5.7% | Reduced |
| Bridgefront Capital, LLC | 3,180 | $588.9K | 0.20% | +3,180 | New |
| Balyasny Asset Management LLC | 3,174 | $587.8K | 0.00% | +3,174 | New |
| Naples Global Advisors, LLC | 3,158 | $584.8K | 0.05% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 3,148 | $582.9K | 0.08% | −958−23.3% | Reduced |
| Ci Investments Inc. | 3,130 | $580.0K | 0.00% | −811−20.6% | Reduced |
| Profund Advisors LLC | 3,129 | $579.4K | 0.02% | −578−15.6% | Reduced |
| Scotia Capital Inc. | 3,096 | $573.3K | 0.00% | −50−1.6% | Reduced |
| Applied Finance Capital Management, LLC | 3,094 | $572.9K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,080 | $570.3K | 0.00% | −73−2.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,078 | $570.0K | 0.02% | −186−5.7% | Reduced |
| Isthmus Partners, LLC | 3,072 | $568.9K | 0.07% | −365−10.6% | Reduced |
| Florida Financial Advisors, LLC | 3,042 | $563.4K | 0.25% | −167−5.2% | Reduced |
| We Are One Seven, LLC | 3,018 | $558.9K | 0.02% | +167+5.9% | Added |
| 111 Capital | 3,006 | $556.7K | 0.12% | +3,006 | New |
| 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 |
| Brown Brothers Harriman & Co | 2,988 | $553.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,942 | $545.1K | 0.02% | −118−3.9% | Reduced |
| Jeppson Wealth Management, LLC | 2,943 | $545.0K | 0.20% | −81−2.7% | Reduced |
| Impact Partnership Wealth, LLC | 2,933 | $543.2K | 0.11% | −201−6.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,913 | $543.0K | 0.00% | −1,789−38.0% | Reduced |
| Quadrant Capital Group LLC | 2,904 | $537.8K | 0.04% | −56−1.9% | Reduced |
| Paradigm Asset Management Co LLC | 2,900 | $537.0K | 0.15% | +2,900 | New |
| Sagespring Wealth Partners, LLC | 2,899 | $536.9K | 0.01% | +2,899 | New |
| Parallel Advisors, LLC | 2,892 | $535.7K | 0.01% | −51−1.7% | Reduced |
| Private Client Services, LLC | 2,892 | $535.5K | 0.29% | −2,753−48.8% | Reduced |
| Rafferty Asset Management, LLC | 2,885 | $534.2K | 0.00% | −81−2.7% | Reduced |
| Fieldview Capital Management, LLC | 2,883 | $533.9K | 0.08% | +2,883 | New |
| HB Wealth Management, LLC | 2,879 | $533.2K | 0.01% | +2,879 | New |
| Seeds Investor LLC | 2,864 | $530.3K | 0.15% | +364+14.6% | Added |
| SkyOak Wealth, LLC | 2,863 | $530.2K | 0.11% | −210−6.8% | Reduced |
| Creekside Partners | 2,860 | $529.6K | 0.27% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 2,837 | $525.4K | 0.67% | +200+7.6% | Added |
| CWM, LLC | 2,789 | $516.0K | 0.00% | +330+13.4% | Added |
| Guggenheim Capital LLC | 2,786 | $515.9K | 0.00% | −8,676−75.7% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,783 | $515.3K | 0.17% | −29−1.0% | Reduced |
| One Wealth Advisors, LLC | 2,721 | $503.9K | 0.07% | +14+0.5% | Added |
| Cambria Investment Management, L.P. | 2,716 | $502.9K | 0.03% | −292−9.7% | Reduced |
| Seven Mile Advisory | 2,704 | $500.7K | 0.32% | −229−7.8% | Reduced |
| AdvisorShares Investments LLC | 2,690 | $498.1K | 0.10% | +2,690 | New |
| Proficio Capital Partners LLC | 2,676 | $495.6K | 0.04% | +203+8.2% | Added |
| Atria Wealth Solutions, Inc. | 2,671 | $494.6K | 0.01% | +1,228+85.1% | Added |
| Gsa Capital Partners LLP | 2,644 | $490.0K | 0.04% | −2,690−50.4% | Reduced |
| Grant Private Wealth Management Inc | 2,642 | $489.2K | 0.53% | +2,642 | New |
| Wakefield Asset Management LLLP | 2,634 | $487.8K | 0.16% | +2,634 | New |
| Motley Fool Asset Management LLC | 2,634 | $487.8K | 0.03% | +297+12.7% | Added |
| GeoWealth Management, LLC | 2,625 | $486.1K | 0.02% | +1,213+85.9% | Added |
| Kingswood Wealth Advisors, LLC | 2,608 | $483.1K | 0.04% | +2,608 | New |
| Avantax Advisory Services, Inc. | 2,575 | $476.8K | 0.00% | +70+2.8% | Added |
| Alpha Omega Wealth Management LLC | 2,560 | $474.1K | 0.09% | −235−8.4% | Reduced |
| Atria Investments LLC | 2,510 | $464.8K | 0.01% | −50−2.0% | Reduced |
| Benjamin Edwards Inc | 2,500 | $463.0K | 0.01% | +115+4.8% | Added |
| Alps Advisors Inc | 2,490 | $461.1K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,143 | $453.8K | 0.03% | −873−28.9% | Reduced |
| Advisor OS, LLC | 2,449 | $453.6K | 0.05% | +2,449 | New |
| Syverson Strege & Co | 2,448 | $453.4K | 0.15% | +87+3.7% | Added |
| Qsemble Capital Management, LP | 2,422 | $448.5K | 0.06% | +2,422 | New |
| Centennial Bank | 2,416 | $447.4K | 0.21% | −94−3.7% | Reduced |
| Convergence Investment Partners, LLC | 2,404 | $445.2K | 0.10% | +2,404 | New |
| UniSuper Management Pty Ltd | 2,400 | $444.4K | 0.00% | −3,730−60.8% | Reduced |
| Ascent Group, LLC | 2,385 | $441.7K | 0.03% | −56−2.3% | Reduced |
| Princeton Global Asset Management LLC | 2,364 | $437.8K | 0.08% | +2,300+3,593.8% | Added |
| Northwestern Mutual Wealth Management Co | 2,325 | $430.5K | 0.00% | +108+4.9% | Added |
| Farther Finance Advisors, LLC | 2,316 | $428.9K | 0.02% | −584−20.1% | Reduced |
| Archer Investment Corp | 2,315 | $428.7K | 0.11% | −300−11.5% | Reduced |
| Manske Wealth Management | 2,304 | $426.7K | 0.17% | +2,304 | New |
| Baker Avenue Asset Management, LP | 2,294 | $424.9K | 0.01% | +189+9.0% | Added |
| Forum Financial Management, LP | 2,292 | $424.4K | 0.01% | +13+0.6% | Added |
| Saxon Interests, Inc. | 2,282 | $422.6K | 0.19% | −264−10.4% | Reduced |
| King Luther Capital Management Corp | 2,271 | $420.5K | 0.00% | +143+6.7% | Added |
| Prime Capital Investment Advisors, LLC | 2,269 | $420.1K | 0.01% | +27+1.2% | Added |
| M.E. Allison & Co., Inc. | 2,257 | $418.0K | 0.46% | +2,257 | New |
| 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 |
| AE Wealth Management LLC | 2,195 | $406.5K | 0.00% | +206+10.4% | Added |
| Canopy Partners, LLC | 2,193 | $406.1K | 0.16% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,190 | $405.5K | 0.10% | −95−4.2% | Reduced |
| Rebalance, LLC | 2,180 | $403.7K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,047 | $403.2K | 0.02% | +2,047 | New |
| CIBC World Markets Inc. | 2,170 | $402.0K | 0.00% | +2,170 | New |
| Kimelman & Baird, LLC | 2,144 | $396.9K | 0.03% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 2,049 | $394.6K | 0.06% | +2,049 | New |
| Private Trust Co NA | 2,122 | $393.0K | 0.04% | +161+8.2% | Added |
| Neo Ivy Capital Management | 2,106 | $389.0K | 0.08% | +2,106 | New |
| Bleakley Financial Group, LLC | 2,092 | $387.5K | 0.01% | −212−9.2% | Reduced |
| Dorsey Wright & Associates | 2,067 | $383.0K | 0.09% | −15−0.7% | Reduced |