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, Q1 2025
Institutional positions in Williams Sonoma Inc as of Mar 31, 2025. 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
- 902
- +17 vs. Q4 2024
- Shares held
- 114.9M
- −1.83M (−1.6%) vs. Q4 2024
- Total value
- $18.2B
- −$3.47B (−16.0%) vs. Q4 2024
- New holders
- 128
- 286 more added
- Sold out
- 111
- 375 more reduced
13 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sittner & Nelson, LLC | 200 | $31.6K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $31.6K | 0.01% | +200 | New |
| Sentry Investment Management LLC | 219 | $32.0K | 0.02% | +219 | New |
| Newbridge Financial Services Group, Inc. | 204 | $32.2K | 0.01% | +1+0.5% | Added |
| CoreCap Advisors, LLC | 204 | $32.3K | 0.00% | +125+158.2% | Added |
| SOA Wealth Advisors, LLC. | 211 | $33.4K | 0.01% | +211 | New |
| Wayfinding Financial, LLC | 224 | $35.0K | 0.02% | +224 | New |
| Park Square Financial Group, LLC | 240 | $37.9K | 0.03% | −226−48.5% | Reduced |
| Richards, Merrill & Peterson, Inc. | 248 | $39.2K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 250 | $39.5K | 0.02% | −90−26.5% | Reduced |
| Front Row Advisors LLC | 250 | $39.5K | 0.02% | −100−28.6% | Reduced |
| Atlantic Trust, LLC | 264 | $41.7K | 0.01% | −71−21.2% | Reduced |
| Bell Investment Advisors, Inc | 264 | $41.7K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 265 | $42.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 270 | $42.7K | 0.00% | +270 | New |
| ORG Partners LLC | 290 | $46.1K | 0.01% | +40+16.0% | Added |
| Painted Porch Advisors LLC | 308 | $48.7K | 0.02% | −349−53.1% | Reduced |
| SBI Securities Co., Ltd. | 331 | $52.3K | 0.00% | −105−24.1% | Reduced |
| von Borstel & Associates, Inc. | 336 | $53.0K | 0.02% | +336 | New |
| Harbour Investments, Inc. | 340 | $53.8K | 0.00% | +295+655.6% | Added |
| Ossiam | 343 | $54.2K | 0.00% | +73+27.0% | Added |
| Ofi Invest Asset Management | 384 | $56.2K | 0.00% | +109+39.6% | Added |
| Aster Capital Management (DIFC) Ltd | 294 | $57.2K | 0.01% | −5,232−94.7% | Reduced |
| Rosenberg Matthew Hamilton | 395 | $62.5K | 0.02% | +25+6.8% | Added |
| Bogart Wealth, LLC | 406 | $64.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 414 | $65.5K | 0.00% | +252+155.6% | Added |
| Allworth Financial LP | 435 | $65.8K | 0.00% | −12−2.7% | Reduced |
| Quest Partners LLC | 430 | $68.0K | 0.01% | +134+45.3% | Added |
| Asset Dedication, LLC | 468 | $74.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 482 | $76.0K | 0.01% | +64+15.3% | Added |
| NVWM, LLC | 500 | $79.0K | 0.02% | −325−39.4% | Reduced |
| Johnson Financial Group, Inc. | 509 | $80.5K | 0.00% | +329+182.8% | Added |
| AdvisorNet Financial, Inc | 512 | $80.9K | 0.01% | +103+25.2% | Added |
| EverSource Wealth Advisors, LLC | 541 | $85.6K | 0.00% | +145+36.6% | Added |
| Brown, Lisle/Cummings, Inc. | 560 | $88.5K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 564 | $89.2K | 0.02% | +469+493.7% | Added |
| Harbor Investment Advisory, LLC | 593 | $93.7K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 594 | $93.9K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 600 | $94.9K | 0.01% | 00.0% | Unchanged |
| Groupe la Francaise | 583 | $95.9K | 0.00% | +67+13.0% | Added |
| Financial Network Wealth Management LLC | 624 | $98.0K | 0.03% | +624 | New |
| Anchor Investment Management, LLC | 635 | $100.5K | 0.01% | −25−3.8% | Reduced |
| Quent Capital, LLC | 683 | $108.0K | 0.01% | −14−2.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 682 | $108.0K | 0.01% | −64−8.6% | Reduced |
| DT Investment Partners, LLC | 694 | $109.7K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 769 | $121.6K | 0.01% | +347+82.2% | Added |
| Activest Wealth Management | 802 | $126.8K | 0.03% | +2+0.3% | Added |
| Capital Advisors, Ltd. LLC | 816 | $129.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 820 | $129.6K | 0.03% | −1,495−64.6% | Reduced |
| FIL Ltd | 838 | $132.5K | 0.00% | −4,468−84.2% | Reduced |
| Umb Bank N A | 905 | $143.1K | 0.00% | +64+7.6% | Added |
| Kestra Investment Management, LLC | 916 | $144.8K | 0.00% | −2,268−71.2% | Reduced |
| Huntington National Bank | 980 | $154.9K | 0.00% | +265+37.1% | Added |
| Principal Securities, Inc. | 849 | $157.2K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,000 | $158.1K | 0.12% | +1,000 | New |
| Spire Wealth Management | 1,090 | $172.3K | 0.01% | −6−0.5% | Reduced |
| Whittier Trust Co | 1,118 | $176.8K | 0.00% | +521+87.3% | Added |
| Virtus ETF Advisers LLC | 1,120 | $177.1K | 0.11% | +1,120 | New |
| Colonial Trust Co | 1,127 | $178.2K | 0.03% | −70−5.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,128 | $178.3K | 0.00% | −105−8.5% | Reduced |
| Valley National Advisers Inc | 1,168 | $183.0K | 0.03% | −6,527−84.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,166 | $184.3K | 0.00% | +390+50.3% | Added |
| Ostrum Asset Management | 1,209 | $191.1K | 0.01% | −31−2.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,273 | $201.3K | 0.00% | −1,052−45.2% | Reduced |
| TFB Advisors LLC | 1,281 | $202.5K | 0.06% | +67+5.5% | Added |
| Whittier Trust Co of Nevada Inc | 1,294 | $204.6K | 0.01% | +733+130.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,300 | $205.4K | 0.01% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 1,306 | $206.5K | 0.00% | +22+1.7% | Added |
| Signature Estate & Investment Advisors LLC | 1,312 | $207.4K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,319 | $208.0K | 0.00% | +143+12.2% | Added |
| Atria Wealth Solutions, Inc. | 1,318 | $208.4K | 0.00% | −1,353−50.7% | Reduced |
| Pallas Capital Advisors LLC | 1,319 | $208.5K | 0.01% | +1,319 | New |
| Edmp, Inc. | 1,322 | $209.0K | 0.18% | −330−20.0% | Reduced |
| Trajan Wealth LLC | 1,326 | $209.6K | 0.01% | −638−32.5% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 1,240 | $209.8K | 0.10% | −122−9.0% | Reduced |
| Silvercrest Asset Management Group LLC | 1,328 | $210.0K | 0.00% | +1,328 | New |
| Exchange Traded Concepts, LLC | 1,333 | $210.7K | 0.00% | +1,173+733.1% | Added |
| SkyOak Wealth, LLC | 1,345 | $212.6K | 0.05% | −1,518−53.0% | Reduced |
| Wealthcare Advisory Partners LLC | 1,361 | $215.2K | 0.01% | −32−2.3% | Reduced |
| Moseley Investment Management Inc | 1,363 | $215.5K | 0.08% | +27+2.0% | Added |
| Congress Wealth Management LLC | 1,368 | $216.6K | 0.00% | −20,536−93.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,370 | $217.0K | 0.05% | −50−3.5% | Reduced |
| Ehrlich Financial Group | 1,396 | $220.7K | 0.16% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 1,400 | $221.3K | 0.08% | +1,400 | New |
| One Wealth Advisors, LLC | 1,401 | $221.5K | 0.03% | −1,320−48.5% | Reduced |
| Sheridan Capital Management, LLC | 1,411 | $223.0K | 0.16% | 00.0% | Unchanged |
| Robeco Schweiz AG | 1,416 | $223.9K | 0.01% | +192+15.7% | Added |
| United Capital Financial Advisers, LLC | 1,431 | $226.2K | 0.00% | +276+23.9% | Added |
| Pinnacle Bancorp, Inc. | 1,440 | $227.7K | 0.07% | 00.0% | Unchanged |
| Consolidated Capital Management, LLC | 1,440 | $227.7K | 0.09% | +1,440 | New |
| Intrust Bank NA | 1,443 | $228.1K | 0.02% | −13−0.9% | Reduced |
| First Western Trust Bank | 1,444 | $228.3K | 0.01% | −323−18.3% | Reduced |
| Clark Asset Management, LLC | 1,444 | $228.3K | 0.04% | +38+2.7% | Added |
| Citizens Financial Group Inc | 1,447 | $228.8K | 0.00% | +341+30.8% | Added |
| Valeo Financial Advisors, LLC | 1,447 | $228.8K | 0.01% | +116+8.7% | Added |
| Siemens Fonds Invest GmbH | 1,448 | $228.9K | 0.02% | +1,448 | New |
| First Bank & Trust | 1,463 | $231.3K | 0.04% | +71+5.1% | Added |
| Savvy Advisors, Inc. | 1,466 | $231.7K | 0.02% | +51+3.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,468 | $232.1K | 0.00% | +1,468 | New |
| IFP Advisors, Inc | 1,471 | $232.7K | 0.01% | −1,471−50.0% | Reduced |