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 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 1,256 | $232.6K | 0.00% | +1,256 | New |
| Claret Asset Management Corp | 1,248 | $231.0K | 0.04% | +1,248 | New |
| Crestline Management, LP | 1,247 | $230.9K | 0.01% | −1,158−48.1% | Reduced |
| Eagle Harbor Asset Management Inc | 1,240 | $229.6K | 0.23% | −150−10.8% | Reduced |
| Ostrum Asset Management | 1,240 | $229.6K | 0.02% | −52−4.0% | Reduced |
| Cullen Investment Group, Ltd. | 1,235 | $228.8K | 0.03% | −113−8.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,233 | $228.3K | 0.00% | −86−6.5% | Reduced |
| Simon Quick Advisors, LLC | 1,233 | $228.2K | 0.01% | +1,233 | New |
| Lakeview Capital Partners, LLC | 1,228 | $227.4K | 0.05% | +1,228 | New |
| denkapparat Operations GmbH | 1,228 | $227.4K | 0.34% | +1,228 | New |
| Robeco Schweiz AG | 1,224 | $226.7K | 0.00% | −81−6.2% | Reduced |
| Money Concepts Capital Corp | 1,217 | $225.3K | 0.02% | +1,217 | New |
| TFB Advisors LLC | 1,214 | $224.8K | 0.06% | +1,214 | New |
| MONECO Advisors, LLC | 1,206 | $223.3K | 0.02% | +1,206 | New |
| Second Line Capital, LLC | 1,205 | $223.1K | 0.06% | −103−7.9% | Reduced |
| Pinnacle Associates Ltd | 1,205 | $223.1K | 0.00% | +1,205 | New |
| Planned Solutions, Inc. | 1,200 | $222.2K | 0.09% | +240+25.0% | Added |
| Focused Wealth Management, Inc | 1,200 | $222.2K | 0.03% | +1,200 | New |
| Fort Sheridan Advisors LLC | 1,200 | $222.2K | 0.03% | +1,200 | New |
| Wealthfront Advisers LLC | 1,198 | $221.8K | 0.00% | +1,198 | New |
| Colonial Trust Co | 1,197 | $221.6K | 0.03% | +41+3.5% | Added |
| Bessemer Group Inc | 1,176 | $218.0K | 0.00% | +384+48.5% | Added |
| Jacobs Levy Equity Management, Inc | 1,168 | $216.3K | 0.00% | −1,035,088−99.9% | Reduced |
| Algert Global LLC | 1,160 | $214.8K | 0.01% | +1,160 | New |
| Stevens Capital Management LP | 1,156 | $214.0K | 0.09% | +1,156 | New |
| United Capital Financial Advisers, LLC | 1,155 | $213.9K | 0.00% | +1,155 | New |
| J.W. Cole Advisors, Inc. | 1,150 | $213.0K | 0.01% | +1,150 | New |
| NDVR, Inc. | 1,136 | $210.4K | 0.20% | +1,136 | New |
| SignalPoint Asset Management, LLC | 1,129 | $209.0K | 0.05% | +1,129 | New |
| Paragon Capital Management Ltd | 1,114 | $206.3K | 0.04% | +1,114 | New |
| LGL Partners, LLC | 1,111 | $205.7K | 0.03% | +1,111 | New |
| Citizens Financial Group Inc | 1,106 | $204.8K | 0.00% | +1,106 | New |
| HBK Sorce Advisory LLC | 1,096 | $203.0K | 0.01% | +1,096 | New |
| Spire Wealth Management | 1,096 | $203.0K | 0.01% | +399+57.2% | Added |
| Prelude Capital Management, LLC | 1,089 | $201.7K | 0.02% | −872−44.5% | Reduced |
| Providence Wealth Advisors, LLC | 1,010 | $201.0K | 0.15% | +1,010 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 956 | $177.0K | 0.01% | +14+1.5% | Added |
| Principal Securities, Inc. | 849 | $157.2K | 0.00% | −62−6.8% | Reduced |
| Umb Bank N A | 841 | $155.7K | 0.00% | +308+57.8% | Added |
| NVWM, LLC | 825 | $152.8K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 816 | $151.0K | 0.02% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 800 | $148.1K | 0.12% | 00.0% | Unchanged |
| Activest Wealth Management | 800 | $148.1K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 776 | $143.7K | 0.00% | −496−39.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 746 | $139.0K | 0.01% | +7+0.9% | Added |
| Huntington National Bank | 715 | $132.4K | 0.00% | −58−7.5% | Reduced |
| Quent Capital, LLC | 697 | $129.0K | 0.01% | +1+0.1% | Added |
| DT Investment Partners, LLC | 694 | $128.5K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 679 | $126.0K | 0.00% | −2,174−76.2% | Reduced |
| Anchor Investment Management, LLC | 660 | $122.3K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 657 | $121.7K | 0.06% | +210+47.0% | Added |
| Evermay Wealth Management LLC | 600 | $111.1K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 597 | $110.5K | 0.00% | −53−8.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 594 | $110.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 593 | $109.8K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 561 | $103.9K | 0.00% | +329+141.8% | Added |
| Brown, Lisle/Cummings, Inc. | 560 | $103.7K | 0.03% | +560 | New |
| Groupe la Francaise | 516 | $95.4K | 0.00% | +516 | New |
| Allworth Financial LP | 447 | $94.9K | 0.00% | −19−4.1% | Reduced |
| Asset Dedication, LLC | 468 | $86.7K | 0.01% | −332−41.5% | Reduced |
| Park Square Financial Group, LLC | 466 | $86.3K | 0.06% | +466 | New |
| Global Retirement Partners, LLC | 443 | $82.0K | 0.00% | +142+47.2% | Added |
| SBI Securities Co., Ltd. | 436 | $80.7K | 0.00% | +436 | New |
| Lindbrook Capital, LLC | 422 | $78.1K | 0.01% | −63−13.0% | Reduced |
| Hemington Wealth Management | 418 | $77.0K | 0.02% | +27+6.9% | Added |
| AdvisorNet Financial, Inc | 409 | $75.7K | 0.01% | −8−1.9% | Reduced |
| Bogart Wealth, LLC | 406 | $75.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 396 | $73.4K | 0.00% | +53+15.5% | Added |
| Rosenberg Matthew Hamilton | 370 | $68.5K | 0.02% | +152+69.7% | Added |
| Lavaca Capital LLC | 368 | $68.1K | 0.03% | +368 | New |
| Front Row Advisors LLC | 350 | $64.8K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 340 | $62.9K | 0.03% | +1+0.3% | Added |
| Atlantic Trust, LLC | 335 | $62.0K | 0.01% | −25−6.9% | Reduced |
| Versant Capital Management, Inc | 328 | $60.7K | 0.01% | +48+17.1% | Added |
| GPS Wealth Strategies Group, LLC | 314 | $58.1K | 0.01% | 00.0% | Unchanged |
| Human Investing LLC | 302 | $56.0K | 0.01% | +302 | New |
| Tobam | 299 | $55.0K | 0.02% | +299 | New |
| Quest Partners LLC | 296 | $54.8K | 0.01% | +296 | New |
| Proequities, Inc. | 250 | $53.2K | 0.00% | −250−50.0% | Reduced |
| Ossiam | 270 | $50.0K | 0.00% | −12,666−97.9% | Reduced |
| Ofi Invest Asset Management | 275 | $49.2K | 0.00% | +275 | New |
| Capital Analysts, LLC | 265 | $49.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 264 | $48.9K | 0.01% | −56−17.5% | Reduced |
| LGT Financial Advisors LLC | 251 | $46.5K | 0.10% | 00.0% | Unchanged |
| ORG Partners LLC | 250 | $46.3K | 0.01% | +250 | New |
| Richards, Merrill & Peterson, Inc. | 248 | $45.9K | 0.02% | +248 | New |
| Van Hulzen Asset Management, LLC | 216 | $40.0K | 0.00% | +216 | New |
| Kozak & Associates, Inc. | 201 | $38.7K | 0.01% | +201 | New |
| Johnson Financial Group, Inc. | 180 | $38.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 203 | $37.7K | 0.01% | +203 | New |
| HM Payson & Co | 200 | $37.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $37.0K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 194 | $35.9K | 0.01% | −26−11.8% | Reduced |
| Clean Yield Group | 192 | $35.6K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 188 | $34.8K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 172 | $31.9K | 0.01% | +6+3.6% | Added |
| Smithfield Trust Co | 160 | $30.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 162 | $30.0K | 0.00% | +31+23.7% | Added |
| Exchange Traded Concepts, LLC | 160 | $29.6K | 0.00% | −3,352−95.4% | Reduced |
| Red Tortoise LLC | 144 | $26.7K | 0.01% | 00.0% | Unchanged |