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 |
|---|---|---|---|---|---|
| Rossby Financial, LCC | 1,544 | $233.4K | 0.10% | +1,544 | New |
| Gallacher Capital Management LLC | 1,474 | $233.0K | 0.11% | −97−6.2% | Reduced |
| IFP Advisors, Inc | 1,471 | $232.7K | 0.01% | −1,471−50.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,468 | $232.1K | 0.00% | +1,468 | New |
| Savvy Advisors, Inc. | 1,466 | $231.7K | 0.02% | +51+3.6% | Added |
| First Bank & Trust | 1,463 | $231.3K | 0.04% | +71+5.1% | Added |
| Siemens Fonds Invest GmbH | 1,448 | $228.9K | 0.02% | +1,448 | New |
| Valeo Financial Advisors, LLC | 1,447 | $228.8K | 0.01% | +116+8.7% | Added |
| Citizens Financial Group Inc | 1,447 | $228.8K | 0.00% | +341+30.8% | Added |
| 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 |
| Intrust Bank NA | 1,443 | $228.1K | 0.02% | −13−0.9% | Reduced |
| 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 |
| United Capital Financial Advisers, LLC | 1,431 | $226.2K | 0.00% | +276+23.9% | Added |
| Robeco Schweiz AG | 1,416 | $223.9K | 0.01% | +192+15.7% | Added |
| Sheridan Capital Management, LLC | 1,411 | $223.0K | 0.16% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,401 | $221.5K | 0.03% | −1,320−48.5% | Reduced |
| Plan Group Financial, LLC | 1,400 | $221.3K | 0.08% | +1,400 | New |
| Ehrlich Financial Group | 1,396 | $220.7K | 0.16% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 1,370 | $217.0K | 0.05% | −50−3.5% | Reduced |
| Congress Wealth Management LLC | 1,368 | $216.6K | 0.00% | −20,536−93.8% | Reduced |
| Moseley Investment Management Inc | 1,363 | $215.5K | 0.08% | +27+2.0% | Added |
| Wealthcare Advisory Partners LLC | 1,361 | $215.2K | 0.01% | −32−2.3% | Reduced |
| SkyOak Wealth, LLC | 1,345 | $212.6K | 0.05% | −1,518−53.0% | Reduced |
| Exchange Traded Concepts, LLC | 1,333 | $210.7K | 0.00% | +1,173+733.1% | Added |
| Silvercrest Asset Management Group LLC | 1,328 | $210.0K | 0.00% | +1,328 | New |
| Christensen, King & Associates Investment Services, Inc. | 1,240 | $209.8K | 0.10% | −122−9.0% | Reduced |
| Trajan Wealth LLC | 1,326 | $209.6K | 0.01% | −638−32.5% | Reduced |
| Edmp, Inc. | 1,322 | $209.0K | 0.18% | −330−20.0% | Reduced |
| Pallas Capital Advisors LLC | 1,319 | $208.5K | 0.01% | +1,319 | New |
| Atria Wealth Solutions, Inc. | 1,318 | $208.4K | 0.00% | −1,353−50.7% | Reduced |
| Bessemer Group Inc | 1,319 | $208.0K | 0.00% | +143+12.2% | Added |
| Signature Estate & Investment Advisors LLC | 1,312 | $207.4K | 0.01% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 1,306 | $206.5K | 0.00% | +22+1.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,300 | $205.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,294 | $204.6K | 0.01% | +733+130.7% | Added |
| TFB Advisors LLC | 1,281 | $202.5K | 0.06% | +67+5.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,273 | $201.3K | 0.00% | −1,052−45.2% | Reduced |
| Ostrum Asset Management | 1,209 | $191.1K | 0.01% | −31−2.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,166 | $184.3K | 0.00% | +390+50.3% | Added |
| Valley National Advisers Inc | 1,168 | $183.0K | 0.03% | −6,527−84.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,128 | $178.3K | 0.00% | −105−8.5% | Reduced |
| Colonial Trust Co | 1,127 | $178.2K | 0.03% | −70−5.8% | Reduced |
| Virtus ETF Advisers LLC | 1,120 | $177.1K | 0.11% | +1,120 | New |
| Whittier Trust Co | 1,118 | $176.8K | 0.00% | +521+87.3% | Added |
| Spire Wealth Management | 1,090 | $172.3K | 0.01% | −6−0.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,000 | $158.1K | 0.12% | +1,000 | New |
| Principal Securities, Inc. | 849 | $157.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 980 | $154.9K | 0.00% | +265+37.1% | Added |
| Kestra Investment Management, LLC | 916 | $144.8K | 0.00% | −2,268−71.2% | Reduced |
| Umb Bank N A | 905 | $143.1K | 0.00% | +64+7.6% | Added |
| FIL Ltd | 838 | $132.5K | 0.00% | −4,468−84.2% | Reduced |
| Archer Investment Corp | 820 | $129.6K | 0.03% | −1,495−64.6% | Reduced |
| Capital Advisors, Ltd. LLC | 816 | $129.0K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 802 | $126.8K | 0.03% | +2+0.3% | Added |
| Lindbrook Capital, LLC | 769 | $121.6K | 0.01% | +347+82.2% | Added |
| DT Investment Partners, LLC | 694 | $109.7K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 682 | $108.0K | 0.01% | −64−8.6% | Reduced |
| Quent Capital, LLC | 683 | $108.0K | 0.01% | −14−2.0% | Reduced |
| Anchor Investment Management, LLC | 635 | $100.5K | 0.01% | −25−3.8% | Reduced |
| Financial Network Wealth Management LLC | 624 | $98.0K | 0.03% | +624 | New |
| Groupe la Francaise | 583 | $95.9K | 0.00% | +67+13.0% | Added |
| Evermay Wealth Management LLC | 600 | $94.9K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 594 | $93.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 593 | $93.7K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 564 | $89.2K | 0.02% | +469+493.7% | Added |
| Brown, Lisle/Cummings, Inc. | 560 | $88.5K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 541 | $85.6K | 0.00% | +145+36.6% | Added |
| AdvisorNet Financial, Inc | 512 | $80.9K | 0.01% | +103+25.2% | Added |
| Johnson Financial Group, Inc. | 509 | $80.5K | 0.00% | +329+182.8% | Added |
| NVWM, LLC | 500 | $79.0K | 0.02% | −325−39.4% | Reduced |
| Hemington Wealth Management | 482 | $76.0K | 0.01% | +64+15.3% | Added |
| Asset Dedication, LLC | 468 | $74.0K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 430 | $68.0K | 0.01% | +134+45.3% | Added |
| Allworth Financial LP | 435 | $65.8K | 0.00% | −12−2.7% | Reduced |
| SRS Capital Advisors, Inc. | 414 | $65.5K | 0.00% | +252+155.6% | Added |
| Bogart Wealth, LLC | 406 | $64.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 395 | $62.5K | 0.02% | +25+6.8% | Added |
| Aster Capital Management (DIFC) Ltd | 294 | $57.2K | 0.01% | −5,232−94.7% | Reduced |
| Ofi Invest Asset Management | 384 | $56.2K | 0.00% | +109+39.6% | Added |
| Ossiam | 343 | $54.2K | 0.00% | +73+27.0% | Added |
| Harbour Investments, Inc. | 340 | $53.8K | 0.00% | +295+655.6% | Added |
| von Borstel & Associates, Inc. | 336 | $53.0K | 0.02% | +336 | New |
| SBI Securities Co., Ltd. | 331 | $52.3K | 0.00% | −105−24.1% | Reduced |
| Painted Porch Advisors LLC | 308 | $48.7K | 0.02% | −349−53.1% | Reduced |
| ORG Partners LLC | 290 | $46.1K | 0.01% | +40+16.0% | Added |
| Sound Income Strategies, LLC | 270 | $42.7K | 0.00% | +270 | New |
| Capital Analysts, LLC | 265 | $42.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 264 | $41.7K | 0.01% | −71−21.2% | Reduced |
| Bell Investment Advisors, Inc | 264 | $41.7K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 250 | $39.5K | 0.02% | −100−28.6% | Reduced |
| Rise Advisors, LLC | 250 | $39.5K | 0.02% | −90−26.5% | Reduced |
| Richards, Merrill & Peterson, Inc. | 248 | $39.2K | 0.02% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 240 | $37.9K | 0.03% | −226−48.5% | Reduced |
| Wayfinding Financial, LLC | 224 | $35.0K | 0.02% | +224 | New |
| SOA Wealth Advisors, LLC. | 211 | $33.4K | 0.01% | +211 | New |
| CoreCap Advisors, LLC | 204 | $32.3K | 0.00% | +125+158.2% | Added |
| Newbridge Financial Services Group, Inc. | 204 | $32.2K | 0.01% | +1+0.5% | Added |
| Sentry Investment Management LLC | 219 | $32.0K | 0.02% | +219 | New |