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 |
|---|---|---|---|---|---|
| Gallacher Capital Management LLC | 1,474 | $233.0K | 0.11% | −97−6.2% | Reduced |
| Rossby Financial, LCC | 1,544 | $233.4K | 0.10% | +1,544 | New |
| Chicago Partners Investment Group LLC | 1,486 | $234.3K | 0.01% | +1,486 | New |
| Procyon Private Wealth Partners, LLC | 1,484 | $234.6K | 0.01% | +1,484 | New |
| Atomi Financial Group, Inc. | 1,485 | $234.8K | 0.01% | −55−3.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,487 | $235.1K | 0.00% | +202+15.7% | Added |
| Cahaba Wealth Management, Inc. | 1,492 | $235.9K | 0.02% | 00.0% | Unchanged |
| First Interstate Bank | 1,500 | $237.2K | 0.01% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 1,495 | $237.2K | 0.02% | −1,113−42.7% | Reduced |
| Covenant Asset Management, LLC | 1,503 | $237.6K | 0.06% | −7−0.5% | Reduced |
| Quantum Financial Advisors, LLC | 1,503 | $237.6K | 0.04% | +1+0.1% | Added |
| Aaron Wealth Advisors | 1,513 | $239.2K | 0.03% | +194+14.7% | Added |
| Kathmere Capital Management, LLC | 1,518 | $240.0K | 0.02% | −22−1.4% | Reduced |
| EP Wealth Advisors, LLC | 1,534 | $242.5K | 0.00% | +105+7.3% | Added |
| Westpac Banking Corp | 1,536 | $242.8K | 0.02% | +1,536 | New |
| Perpetual Ltd | 1,536 | $242.8K | 0.00% | +1,536 | New |
| Pflug Koory, LLC | 1,552 | $245.4K | 0.14% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,566 | $247.6K | 0.03% | −18−1.1% | Reduced |
| Bridgefront Capital, LLC | 1,575 | $249.0K | 0.07% | −1,605−50.5% | Reduced |
| Smartleaf Asset Management LLC | 1,571 | $249.8K | 0.02% | −2−0.1% | Reduced |
| Genus Capital Management Inc. | 1,600 | $253.0K | 0.04% | +1,600 | New |
| BayBridge Capital Group, LLC | 1,602 | $253.3K | 0.18% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,607 | $254.1K | 0.00% | +1,607 | New |
| Machina Capital S.A.S. | 1,618 | $255.8K | 0.08% | +1,618 | New |
| Catalina Capital Group, LLC | 1,620 | $256.1K | 0.17% | −384−19.2% | Reduced |
| Forum Financial Management, LP | 1,622 | $256.4K | 0.00% | −670−29.2% | Reduced |
| Regions Financial Corp | 1,623 | $256.6K | 0.00% | +76+4.9% | Added |
| GAMMA Investing LLC | 1,672 | $264.3K | 0.02% | +39+2.4% | Added |
| Trust Point Inc. | 1,698 | $268.5K | 0.02% | −2,271−57.2% | Reduced |
| Investment Partners Asset Management, Inc. | 1,717 | $271.5K | 0.21% | −3−0.2% | Reduced |
| Fifth Third Bancorp | 1,727 | $273.0K | 0.00% | +154+9.8% | Added |
| Horizon Investments, LLC | 1,768 | $278.2K | 0.01% | +1,768 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,761 | $278.4K | 0.00% | +457+35.0% | Added |
| Hantz Financial Services, Inc. | 1,780 | $281.0K | 0.00% | −162−8.3% | Reduced |
| AE Wealth Management LLC | 1,781 | $281.6K | 0.00% | −414−18.9% | Reduced |
| Tiaa Trust, National Association | 1,793 | $283.5K | 0.00% | +326+22.2% | Added |
| Spinnaker Trust | 1,800 | $284.6K | 0.02% | +1,800 | New |
| Vista Wealth Management Group, LLC | 1,801 | $284.7K | 0.02% | +39+2.2% | Added |
| CIBC World Markets Inc. | 1,811 | $286.3K | 0.00% | −359−16.5% | Reduced |
| Paulson Wealth Management Inc. | 1,813 | $286.6K | 0.08% | +40+2.3% | Added |
| Smith Group Asset Management, LLC | 1,820 | $287.7K | 0.02% | +40+2.2% | Added |
| Wealthfront Advisers LLC | 1,831 | $289.5K | 0.00% | +633+52.8% | Added |
| Cynosure Management, LLC | 1,852 | $292.8K | 0.04% | +192+11.6% | Added |
| High Note Wealth, LLC | 1,872 | $296.0K | 0.07% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,876 | $296.6K | 0.05% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,885 | $298.0K | 0.14% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,890 | $298.8K | 0.04% | +1,890 | New |
| MBB Public Markets I LLC | 1,890 | $298.8K | 0.03% | +1,890 | New |
| MainStreet Investment Advisors LLC | 1,896 | $299.8K | 0.04% | −1,252−39.8% | Reduced |
| Roanoke Asset Management Corp | 1,900 | $300.0K | 0.10% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 1,902 | $300.7K | 0.04% | +55+3.0% | Added |
| Geneos Wealth Management Inc. | 1,925 | $304.3K | 0.01% | +22+1.2% | Added |
| Optas, LLC | 1,926 | $304.5K | 0.05% | +1,926 | New |
| Clarius Group, LLC | 1,938 | $306.4K | 0.02% | +298+18.2% | Added |
| American Money Management, LLC | 1,947 | $307.9K | 0.06% | +5+0.3% | Added |
| Canopy Partners, LLC | 1,948 | $308.0K | 0.12% | −245−11.2% | Reduced |
| Arkadios Wealth Advisors | 1,954 | $309.0K | 0.01% | +1,954 | New |
| Confluence Wealth Services, Inc. | 2,136 | $311.6K | 0.02% | −7−0.3% | Reduced |
| Smithbridge Asset Management Inc | 1,992 | $315.0K | 0.06% | +1,992 | New |
| RBF Capital, LLC | 2,000 | $316.2K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,000 | $316.2K | 0.11% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 2,000 | $316.2K | 0.07% | 00.0% | Unchanged |
| Sapient Capital LLC | 2,000 | $316.2K | 0.01% | 00.0% | Unchanged |
| Interval Partners, LP | 2,000 | $316.2K | 0.01% | +2,000 | New |
| Whipplewood Advisors, LLC | 2,012 | $317.3K | 0.19% | +5+0.2% | Added |
| Fulcrum Capital LLC | 2,010 | $317.8K | 0.07% | +210+11.7% | Added |
| Kestra Private Wealth Services, LLC | 2,013 | $318.3K | 0.01% | +57+2.9% | Added |
| Sigma Planning Corp | 2,022 | $319.6K | 0.01% | +96+5.0% | Added |
| Dorsey Wright & Associates | 2,026 | $320.0K | 0.08% | −41−2.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,039 | $322.4K | 0.00% | +2,039 | New |
| Alps Advisors Inc | 2,050 | $324.1K | 0.00% | −440−17.7% | Reduced |
| Kaizen Financial Strategies | 2,080 | $328.8K | 0.19% | +2,080 | New |
| Snowden Capital Advisors LLC | 2,081 | $329.0K | 0.01% | +755+56.9% | Added |
| Klingman & Associates, LLC | 2,087 | $330.0K | 0.02% | −157−7.0% | Reduced |
| Simon Quick Advisors, LLC | 2,098 | $331.7K | 0.02% | +865+70.2% | Added |
| NorthRock Partners, LLC | 2,110 | $333.6K | 0.01% | +177+9.2% | Added |
| Advisor OS, LLC | 2,115 | $334.3K | 0.04% | −334−13.6% | Reduced |
| Larson Financial Group LLC | 2,120 | $335.2K | 0.02% | +226+11.9% | Added |
| Whalen Wealth Management Inc. | 2,143 | $338.8K | 0.23% | +643+42.9% | Added |
| Kimelman & Baird, LLC | 2,144 | $338.9K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 2,145 | $339.1K | 0.03% | +23+1.1% | Added |
| Private Client Services, LLC | 2,153 | $340.4K | 0.17% | −739−25.6% | Reduced |
| Wedmont Private Capital | 2,302 | $341.3K | 0.02% | +255+12.5% | Added |
| Plimoth Trust Co LLC | 2,165 | $342.3K | 0.09% | −25−1.1% | Reduced |
| MUFG Securities Americas Inc. | 2,179 | $344.5K | 0.04% | +2,179 | New |
| Rebalance, LLC | 2,180 | $344.7K | 0.03% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 2,201 | $348.0K | 0.00% | −70−3.1% | Reduced |
| Diversified Trust Co | 2,246 | $355.1K | 0.01% | +2,246 | New |
| Portside Wealth Group, LLC | 2,253 | $356.2K | 0.06% | −1,702−43.0% | Reduced |
| M.E. Allison & Co., Inc. | 2,257 | $356.9K | 0.35% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 2,296 | $363.1K | 0.01% | +800+53.5% | Added |
| Manske Wealth Management | 2,304 | $364.3K | 0.14% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,307 | $364.7K | 0.04% | +1,218+111.8% | Added |
| Profund Advisors LLC | 2,320 | $366.8K | 0.02% | −809−25.9% | Reduced |
| Wakefield Asset Management LLLP | 2,324 | $367.4K | 0.11% | −310−11.8% | Reduced |
| Goodman Advisory Group, LLC | 2,332 | $368.7K | 0.11% | +2,332 | New |
| Princeton Global Asset Management LLC | 2,364 | $373.7K | 0.07% | 00.0% | Unchanged |
| Centennial Bank | 2,366 | $374.1K | 0.18% | −50−2.1% | Reduced |
| Ascent Group, LLC | 2,370 | $374.7K | 0.02% | −15−0.6% | Reduced |
| Massmutual Trust Co FSB | 2,376 | $375.6K | 0.01% | −987−29.3% | Reduced |