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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 2,059 | $381.3K | 0.00% | −4,108−66.6% | Reduced |
| Wesbanco Bank Inc | 2,040 | $377.8K | 0.01% | +2,040 | New |
| Hyperion Capital Advisors LP | 2,020 | $374.1K | 0.19% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2,007 | $371.7K | 0.21% | +2,007 | New |
| Catalina Capital Group, LLC | 2,004 | $371.1K | 0.12% | −7−0.3% | 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 |
| Diversify Advisory Services, LLC | 1,863 | $366.9K | 0.02% | −1,363−42.3% | Reduced |
| Trajan Wealth LLC | 1,964 | $363.7K | 0.02% | −298−13.2% | Reduced |
| Blue Investment Partners LLC | 1,963 | $363.5K | 0.13% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,956 | $362.2K | 0.01% | +1,956 | New |
| Hantz Financial Services, Inc. | 1,942 | $360.0K | 0.01% | −1,162−37.4% | Reduced |
| American Money Management, LLC | 1,942 | $359.6K | 0.07% | −324−14.3% | Reduced |
| NorthRock Partners, LLC | 1,933 | $358.0K | 0.01% | −86−4.3% | Reduced |
| Sigma Planning Corp | 1,926 | $356.6K | 0.01% | −10−0.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,834 | $353.3K | 0.13% | −20−1.1% | Reduced |
| Geneos Wealth Management Inc. | 1,903 | $352.4K | 0.01% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 1,900 | $352.0K | 0.11% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,894 | $350.7K | 0.02% | −160−7.8% | Reduced |
| Tiemann Investment Advisors, LLC | 1,885 | $349.1K | 0.16% | +125+7.1% | Added |
| Abacus Planning Group, Inc. | 1,876 | $347.4K | 0.06% | −45−2.3% | Reduced |
| High Note Wealth, LLC | 1,872 | $346.7K | 0.09% | 00.0% | Unchanged |
| American Alpha Advisors, LLC | 1,850 | $342.6K | 0.31% | −107−5.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,847 | $342.0K | 0.04% | +4+0.2% | Added |
| Fulcrum Capital LLC | 1,800 | $333.3K | 0.07% | −1,920−51.6% | Reduced |
| Smith Group Asset Management, LLC | 1,780 | $329.6K | 0.02% | −3,530−66.5% | Reduced |
| Paulson Wealth Management Inc. | 1,773 | $328.3K | 0.09% | +48+2.8% | Added |
| First Western Trust Bank | 1,767 | $327.2K | 0.02% | +27+1.6% | Added |
| Vista Wealth Management Group, LLC | 1,762 | $326.3K | 0.02% | −545−23.6% | Reduced |
| Investment Partners Asset Management, Inc. | 1,720 | $318.5K | 0.25% | −3−0.2% | Reduced |
| Cynosure Management, LLC | 1,660 | $307.4K | 0.05% | −743−30.9% | Reduced |
| Aptus Capital Advisors, LLC | 1,653 | $306.1K | 0.00% | −68−4.0% | Reduced |
| Edmp, Inc. | 1,652 | $305.9K | 0.29% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,548 | $304.9K | 0.30% | −19−1.2% | Reduced |
| Clarius Group, LLC | 1,640 | $303.7K | 0.02% | +9+0.6% | Added |
| GAMMA Investing LLC | 1,633 | $302.4K | 0.03% | −79−4.6% | Reduced |
| Silverlake Wealth Management LLC | 1,616 | $299.3K | 0.12% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 1,602 | $296.7K | 0.22% | 00.0% | Unchanged |
| Callan Family Office, LLC | 1,598 | $295.9K | 0.02% | +1,598 | New |
| FourThought Financial Partners, LLC | 1,584 | $293.5K | 0.03% | +1,584 | New |
| Smartleaf Asset Management LLC | 1,573 | $293.4K | 0.03% | +1,130+255.1% | Added |
| Fifth Third Bancorp | 1,573 | $291.3K | 0.00% | −387−19.7% | Reduced |
| Gallacher Capital Management LLC | 1,571 | $290.9K | 0.14% | −82−5.0% | Reduced |
| Pflug Koory, LLC | 1,552 | $287.4K | 0.15% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,549 | $286.8K | 0.01% | −1,130−42.2% | Reduced |
| Regions Financial Corp | 1,547 | $286.5K | 0.00% | −113−6.8% | Reduced |
| Kathmere Capital Management, LLC | 1,540 | $285.2K | 0.03% | −237−13.3% | Reduced |
| Atomi Financial Group, Inc. | 1,540 | $285.1K | 0.01% | +104+7.2% | Added |
| Glenview Trust Co | 1,530 | $283.3K | 0.01% | −254−14.2% | Reduced |
| Counterpoint Mutual Funds LLC | 1,522 | $281.8K | 0.04% | +1,522 | New |
| Covenant Asset Management, LLC | 1,510 | $279.6K | 0.06% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,502 | $278.2K | 0.04% | −6−0.4% | Reduced |
| Whalen Wealth Management Inc. | 1,500 | $277.8K | 0.19% | +1,500 | New |
| First Interstate Bank | 1,500 | $277.8K | 0.02% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,496 | $277.1K | 0.01% | +1,496 | New |
| Cahaba Wealth Management, Inc. | 1,492 | $276.3K | 0.02% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 1,467 | $271.7K | 0.00% | −33−2.2% | Reduced |
| Intrust Bank NA | 1,456 | $269.6K | 0.03% | −314−17.7% | Reduced |
| Voleon Capital Management LP | 1,444 | $267.4K | 0.02% | +1,444 | New |
| Pinnacle Bancorp, Inc. | 1,440 | $266.7K | 0.09% | 00.0% | Unchanged |
| Covestor Ltd | 1,437 | $266.0K | 0.17% | +152+11.8% | Added |
| EP Wealth Advisors, LLC | 1,429 | $264.6K | 0.00% | −127−8.2% | Reduced |
| HighPoint Advisor Group LLC | 1,278 | $263.7K | 0.01% | +1,278 | New |
| Boston Private Wealth LLC | 1,424 | $263.7K | 0.00% | +1,424 | New |
| Community Bank & Trust, Waco, Texas | 1,420 | $263.0K | 0.06% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,415 | $262.0K | 0.03% | +8+0.6% | Added |
| Sheridan Capital Management, LLC | 1,411 | $261.2K | 0.18% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 1,406 | $260.4K | 0.05% | 00.0% | Unchanged |
| Ehrlich Financial Group | 1,396 | $258.5K | 0.18% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,297 | $258.2K | 0.01% | +1,297 | New |
| Wealthcare Advisory Partners LLC | 1,393 | $257.9K | 0.01% | +1,393 | New |
| First Bank & Trust | 1,392 | $257.8K | 0.05% | +1,392 | New |
| Empirical Asset Management, LLC | 2,764 | $257.3K | 0.09% | +441+19.0% | Added |
| Canandaigua National Bank & Trust Co | 1,389 | $257.2K | 0.03% | +1,389 | New |
| Axq Capital, LP | 1,385 | $256.5K | 0.12% | −3,428−71.2% | Reduced |
| Lake Street Advisors Group, LLC | 1,382 | $255.9K | 0.01% | −116−7.7% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 1,362 | $255.7K | 0.12% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,350 | $250.0K | 0.04% | +12+0.9% | Added |
| Leavell Investment Management, Inc. | 1,349 | $249.8K | 0.01% | −33−2.4% | Reduced |
| Moseley Investment Management Inc | 1,336 | $247.3K | 0.10% | +31+2.4% | Added |
| Valeo Financial Advisors, LLC | 1,331 | $246.4K | 0.01% | −66−4.7% | Reduced |
| Snowden Capital Advisors LLC | 1,326 | $245.5K | 0.01% | +1,326 | New |
| Csenge Advisory Group | 1,324 | $245.2K | 0.01% | −119−8.2% | Reduced |
| Aaron Wealth Advisors | 1,319 | $244.3K | 0.03% | +1,319 | New |
| Cigna Investments Inc | 1,314 | $243.0K | 0.04% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,312 | $243.0K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,310 | $242.6K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,304 | $241.5K | 0.00% | −8,818−87.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,300 | $240.7K | 0.01% | −63,400−98.0% | Reduced |
| Berkshire Bank | 1,288 | $238.5K | 0.06% | +1,288 | New |
| Capital World Investors | 1,287 | $238.3K | 0.00% | −433−25.2% | Reduced |
| Journey Strategic Wealth LLC | 1,285 | $238.0K | 0.01% | +1,285 | New |
| Ferguson Wellman Capital Management, Inc | 1,285 | $238.0K | 0.00% | +1,285 | New |
| Badgley Phelps Wealth Managers, LLC | 1,284 | $237.8K | 0.01% | +1,284 | New |
| Savant Capital, LLC | 1,272 | $235.5K | 0.00% | −130−9.3% | Reduced |
| Great Valley Advisor Group, Inc. | 1,265 | $234.2K | 0.01% | +1,265 | New |
| Ring Mountain Capital, LLC | 1,258 | $233.0K | 0.16% | +1,258 | New |