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 |
|---|---|---|---|---|---|
| Saxon Interests, Inc. | 2,410 | $381.0K | 0.18% | +128+5.6% | Added |
| Aptus Capital Advisors, LLC | 2,397 | $379.0K | 0.00% | +744+45.0% | Added |
| Massmutual Trust Co FSB | 2,376 | $375.6K | 0.01% | −987−29.3% | Reduced |
| Ascent Group, LLC | 2,370 | $374.7K | 0.02% | −15−0.6% | Reduced |
| Centennial Bank | 2,366 | $374.1K | 0.18% | −50−2.1% | Reduced |
| Princeton Global Asset Management LLC | 2,364 | $373.7K | 0.07% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 2,332 | $368.7K | 0.11% | +2,332 | New |
| Wakefield Asset Management LLLP | 2,324 | $367.4K | 0.11% | −310−11.8% | Reduced |
| Profund Advisors LLC | 2,320 | $366.8K | 0.02% | −809−25.9% | Reduced |
| Prelude Capital Management, LLC | 2,307 | $364.7K | 0.04% | +1,218+111.8% | Added |
| Manske Wealth Management | 2,304 | $364.3K | 0.14% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 2,296 | $363.1K | 0.01% | +800+53.5% | Added |
| M.E. Allison & Co., Inc. | 2,257 | $356.9K | 0.35% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,253 | $356.2K | 0.06% | −1,702−43.0% | Reduced |
| Diversified Trust Co | 2,246 | $355.1K | 0.01% | +2,246 | New |
| King Luther Capital Management Corp | 2,201 | $348.0K | 0.00% | −70−3.1% | Reduced |
| Rebalance, LLC | 2,180 | $344.7K | 0.03% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 2,179 | $344.5K | 0.04% | +2,179 | New |
| Plimoth Trust Co LLC | 2,165 | $342.3K | 0.09% | −25−1.1% | Reduced |
| Wedmont Private Capital | 2,302 | $341.3K | 0.02% | +255+12.5% | Added |
| Private Client Services, LLC | 2,153 | $340.4K | 0.17% | −739−25.6% | Reduced |
| Private Trust Co NA | 2,145 | $339.1K | 0.03% | +23+1.1% | Added |
| Kimelman & Baird, LLC | 2,144 | $338.9K | 0.03% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 2,143 | $338.8K | 0.23% | +643+42.9% | Added |
| Larson Financial Group LLC | 2,120 | $335.2K | 0.02% | +226+11.9% | Added |
| Advisor OS, LLC | 2,115 | $334.3K | 0.04% | −334−13.6% | Reduced |
| NorthRock Partners, LLC | 2,110 | $333.6K | 0.01% | +177+9.2% | Added |
| Simon Quick Advisors, LLC | 2,098 | $331.7K | 0.02% | +865+70.2% | Added |
| Klingman & Associates, LLC | 2,087 | $330.0K | 0.02% | −157−7.0% | Reduced |
| Snowden Capital Advisors LLC | 2,081 | $329.0K | 0.01% | +755+56.9% | Added |
| Kaizen Financial Strategies | 2,080 | $328.8K | 0.19% | +2,080 | New |
| Alps Advisors Inc | 2,050 | $324.1K | 0.00% | −440−17.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,039 | $322.4K | 0.00% | +2,039 | New |
| Dorsey Wright & Associates | 2,026 | $320.0K | 0.08% | −41−2.0% | Reduced |
| Sigma Planning Corp | 2,022 | $319.6K | 0.01% | +96+5.0% | Added |
| Kestra Private Wealth Services, LLC | 2,013 | $318.3K | 0.01% | +57+2.9% | Added |
| Fulcrum Capital LLC | 2,010 | $317.8K | 0.07% | +210+11.7% | Added |
| Whipplewood Advisors, LLC | 2,012 | $317.3K | 0.19% | +5+0.2% | Added |
| 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 |
| Smithbridge Asset Management Inc | 1,992 | $315.0K | 0.06% | +1,992 | New |
| Confluence Wealth Services, Inc. | 2,136 | $311.6K | 0.02% | −7−0.3% | Reduced |
| Arkadios Wealth Advisors | 1,954 | $309.0K | 0.01% | +1,954 | New |
| Canopy Partners, LLC | 1,948 | $308.0K | 0.12% | −245−11.2% | Reduced |
| American Money Management, LLC | 1,947 | $307.9K | 0.06% | +5+0.3% | Added |
| Clarius Group, LLC | 1,938 | $306.4K | 0.02% | +298+18.2% | Added |
| Optas, LLC | 1,926 | $304.5K | 0.05% | +1,926 | New |
| Geneos Wealth Management Inc. | 1,925 | $304.3K | 0.01% | +22+1.2% | Added |
| Linden Thomas Advisory Services, LLC | 1,902 | $300.7K | 0.04% | +55+3.0% | Added |
| Roanoke Asset Management Corp | 1,900 | $300.0K | 0.10% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 1,896 | $299.8K | 0.04% | −1,252−39.8% | Reduced |
| 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 |
| Tiemann Investment Advisors, LLC | 1,885 | $298.0K | 0.14% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,876 | $296.6K | 0.05% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1,872 | $296.0K | 0.07% | 00.0% | Unchanged |
| Cynosure Management, LLC | 1,852 | $292.8K | 0.04% | +192+11.6% | Added |
| Wealthfront Advisers LLC | 1,831 | $289.5K | 0.00% | +633+52.8% | Added |
| Smith Group Asset Management, LLC | 1,820 | $287.7K | 0.02% | +40+2.2% | Added |
| Paulson Wealth Management Inc. | 1,813 | $286.6K | 0.08% | +40+2.3% | Added |
| CIBC World Markets Inc. | 1,811 | $286.3K | 0.00% | −359−16.5% | Reduced |
| Vista Wealth Management Group, LLC | 1,801 | $284.7K | 0.02% | +39+2.2% | Added |
| Spinnaker Trust | 1,800 | $284.6K | 0.02% | +1,800 | New |
| Tiaa Trust, National Association | 1,793 | $283.5K | 0.00% | +326+22.2% | Added |
| AE Wealth Management LLC | 1,781 | $281.6K | 0.00% | −414−18.9% | Reduced |
| Hantz Financial Services, Inc. | 1,780 | $281.0K | 0.00% | −162−8.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,761 | $278.4K | 0.00% | +457+35.0% | Added |
| Horizon Investments, LLC | 1,768 | $278.2K | 0.01% | +1,768 | New |
| Fifth Third Bancorp | 1,727 | $273.0K | 0.00% | +154+9.8% | Added |
| Investment Partners Asset Management, Inc. | 1,717 | $271.5K | 0.21% | −3−0.2% | Reduced |
| Trust Point Inc. | 1,698 | $268.5K | 0.02% | −2,271−57.2% | Reduced |
| GAMMA Investing LLC | 1,672 | $264.3K | 0.02% | +39+2.4% | Added |
| Regions Financial Corp | 1,623 | $256.6K | 0.00% | +76+4.9% | Added |
| Forum Financial Management, LP | 1,622 | $256.4K | 0.00% | −670−29.2% | Reduced |
| Catalina Capital Group, LLC | 1,620 | $256.1K | 0.17% | −384−19.2% | Reduced |
| Machina Capital S.A.S. | 1,618 | $255.8K | 0.08% | +1,618 | New |
| Buckingham Strategic Partners | 1,607 | $254.1K | 0.00% | +1,607 | New |
| BayBridge Capital Group, LLC | 1,602 | $253.3K | 0.18% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 1,600 | $253.0K | 0.04% | +1,600 | New |
| Smartleaf Asset Management LLC | 1,571 | $249.8K | 0.02% | −2−0.1% | Reduced |
| Bridgefront Capital, LLC | 1,575 | $249.0K | 0.07% | −1,605−50.5% | Reduced |
| FourThought Financial Partners, LLC | 1,566 | $247.6K | 0.03% | −18−1.1% | Reduced |
| Pflug Koory, LLC | 1,552 | $245.4K | 0.14% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,536 | $242.8K | 0.02% | +1,536 | New |
| Perpetual Ltd | 1,536 | $242.8K | 0.00% | +1,536 | New |
| EP Wealth Advisors, LLC | 1,534 | $242.5K | 0.00% | +105+7.3% | Added |
| Kathmere Capital Management, LLC | 1,518 | $240.0K | 0.02% | −22−1.4% | Reduced |
| Aaron Wealth Advisors | 1,513 | $239.2K | 0.03% | +194+14.7% | Added |
| Quantum Financial Advisors, LLC | 1,503 | $237.6K | 0.04% | +1+0.1% | Added |
| Covenant Asset Management, LLC | 1,503 | $237.6K | 0.06% | −7−0.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,495 | $237.2K | 0.02% | −1,113−42.7% | Reduced |
| First Interstate Bank | 1,500 | $237.2K | 0.01% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 1,492 | $235.9K | 0.02% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,487 | $235.1K | 0.00% | +202+15.7% | Added |
| Atomi Financial Group, Inc. | 1,485 | $234.8K | 0.01% | −55−3.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,484 | $234.6K | 0.01% | +1,484 | New |
| Chicago Partners Investment Group LLC | 1,486 | $234.3K | 0.01% | +1,486 | New |