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, Q2 2025
Institutional positions in Williams Sonoma Inc as of Jun 30, 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
- 917
- +30 vs. Q1 2025
- Shares held
- 114.3M
- −172.6K (−0.2%) vs. Q1 2025
- Total value
- $18.7B
- +$589.5M (+3.3%) vs. Q1 2025
- New holders
- 120
- 362 more added
- Sold out
- 90
- 318 more reduced
15 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 125 | $20.4K | 0.01% | +125 | New |
| Evolution Advisers, Inc. | 132 | $21.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 132 | $21.6K | 0.01% | +27+25.7% | Added |
| Red Tortoise LLC | 144 | $23.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 145 | $23.7K | 0.00% | +2+1.4% | Added |
| First Horizon Advisors, Inc. | 149 | $24.4K | 0.00% | +123+473.1% | Added |
| Strategic Wealth Partners, Ltd. | 152 | $24.8K | 0.00% | +152 | New |
| Opal Wealth Advisors, LLC | 153 | $25.0K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 158 | $25.9K | 0.00% | +158 | New |
| Smithfield Trust Co | 160 | $26.0K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 180 | $29.4K | 0.02% | +102+130.8% | Added |
| Bartlett & Co. Wealth Management LLC | 188 | $30.7K | 0.00% | −1−0.5% | Reduced |
| Clean Yield Group | 192 | $31.4K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $32.7K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $32.7K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $32.7K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 205 | $33.5K | 0.01% | +1+0.5% | Added |
| SOA Wealth Advisors, LLC. | 211 | $34.5K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 202 | $35.0K | 0.01% | 00.0% | Unchanged |
| Volterra Technologies LP | 222 | $36.3K | 0.05% | +222 | New |
| Sentry Investment Management LLC | 219 | $37.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 250 | $40.8K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 252 | $41.1K | 0.02% | +2+0.8% | Added |
| Capital Analysts, LLC | 265 | $43.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 270 | $44.1K | 0.01% | +6+2.3% | Added |
| Bell Investment Advisors, Inc | 271 | $44.3K | 0.01% | +7+2.7% | Added |
| Painted Porch Advisors LLC | 281 | $45.9K | 0.02% | −27−8.8% | Reduced |
| Richardson Financial Services Inc. | 284 | $48.0K | 0.03% | +284 | New |
| ORG Partners LLC | 299 | $50.6K | 0.01% | +9+3.1% | Added |
| Cromwell Holdings LLC | 311 | $50.8K | 0.03% | +307+7,675.0% | Added |
| Onefund, LLC | 310 | $51.0K | 0.04% | +310 | New |
| SBI Securities Co., Ltd. | 340 | $55.5K | 0.00% | +9+2.7% | Added |
| Talon Private Wealth, LLC | 344 | $56.2K | 0.01% | +344 | New |
| MUFG Securities EMEA plc | 363 | $59.3K | 0.00% | +363 | New |
| Park Square Financial Group, LLC | 371 | $60.6K | 0.04% | +131+54.6% | Added |
| Rosenberg Matthew Hamilton | 395 | $64.5K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 409 | $66.8K | 0.00% | −103−20.1% | Reduced |
| Bogart Wealth, LLC | 409 | $66.8K | 0.00% | +3+0.7% | Added |
| SRS Capital Advisors, Inc. | 387 | $71.9K | 0.00% | −27−6.5% | Reduced |
| Ameritas Advisory Services, LLC | 441 | $72.0K | 0.00% | +441 | New |
| Hemington Wealth Management | 467 | $76.0K | 0.01% | −15−3.1% | Reduced |
| Asset Dedication, LLC | 468 | $76.5K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 493 | $80.5K | 0.00% | −412−45.5% | Reduced |
| Leonteq Securities AG | 525 | $85.8K | 0.01% | +424+419.8% | Added |
| Ofi Invest Asset Management | 652 | $90.7K | 0.00% | +268+69.8% | Added |
| Brown, Lisle/Cummings, Inc. | 560 | $91.5K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 561 | $91.7K | 0.00% | +20+3.7% | Added |
| Quarry LP | 578 | $94.4K | 0.02% | +379+190.5% | Added |
| Harbor Investment Advisory, LLC | 593 | $96.9K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 594 | $97.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 600 | $98.0K | 0.01% | 00.0% | Unchanged |
| Groupe la Francaise | 631 | $103.0K | 0.00% | +48+8.2% | Added |
| Anchor Investment Management, LLC | 635 | $103.8K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 644 | $105.1K | 0.01% | −38−5.6% | Reduced |
| Allworth Financial LP | 678 | $110.8K | 0.00% | +243+55.9% | Added |
| DT Investment Partners, LLC | 694 | $113.4K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 727 | $118.8K | 0.02% | +163+28.9% | Added |
| Covestor Ltd | 728 | $119.0K | 0.07% | +644+766.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 737 | $120.4K | 0.00% | −1,024−58.1% | Reduced |
| Spire Wealth Management | 830 | $120.9K | 0.00% | −260−23.9% | Reduced |
| Colonial Trust Co | 770 | $125.8K | 0.02% | −357−31.7% | Reduced |
| Activest Wealth Management | 800 | $130.7K | 0.03% | −2−0.2% | Reduced |
| Ridgewood Investments LLC | 800 | $130.7K | 0.06% | +800 | New |
| Capital Advisors, Ltd. LLC | 817 | $133.0K | 0.02% | +1+0.1% | Added |
| Johnson Financial Group, Inc. | 848 | $138.5K | 0.01% | +339+66.6% | Added |
| Headlands Technologies LLC | 1,007 | $164.5K | 0.02% | +1,007 | New |
| Picton Mahoney Asset Management | 1,007 | $165.0K | 0.00% | +1,007 | New |
| Whittier Trust Co | 1,041 | $170.1K | 0.00% | −77−6.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,041 | $170.1K | 0.00% | −4,155−80.0% | Reduced |
| Huntington National Bank | 1,057 | $172.7K | 0.00% | +77+7.9% | Added |
| Copeland Capital Management, LLC | 1,099 | $179.5K | 0.00% | +1,099 | New |
| Valley National Advisers Inc | 1,117 | $182.0K | 0.03% | −51−4.4% | Reduced |
| Virtus ETF Advisers LLC | 1,120 | $183.0K | 0.11% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,137 | $185.8K | 0.00% | −29−2.5% | Reduced |
| State of Wyoming | 1,163 | $190.0K | 0.02% | +1,163 | New |
| Bessemer Group Inc | 1,164 | $190.0K | 0.00% | −155−11.8% | Reduced |
| Ostrum Asset Management | 1,174 | $191.8K | 0.01% | −35−2.9% | Reduced |
| Stenger Family Office, LLC | 1,051 | $200.2K | 0.05% | +1,051 | New |
| Smartleaf Asset Management LLC | 1,225 | $201.2K | 0.02% | −346−22.0% | Reduced |
| Stratos Wealth Partners, LTD. | 1,232 | $201.3K | 0.00% | +1,232 | New |
| Journey Strategic Wealth LLC | 1,234 | $201.7K | 0.01% | +1,234 | New |
| Providence Wealth Advisors, LLC | 1,010 | $201.7K | 0.14% | +1,010 | New |
| Christensen, King & Associates Investment Services, Inc. | 1,240 | $202.6K | 0.09% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 1,243 | $203.0K | 0.03% | +1,243 | New |
| Phillips Wealth Planners LLC | 1,207 | $204.2K | 0.19% | +1,207 | New |
| Evercore Wealth Management, LLC | 1,256 | $205.2K | 0.00% | +1,256 | New |
| Quest Partners LLC | 1,261 | $206.0K | 0.02% | +831+193.3% | Added |
| Optas, LLC | 1,266 | $206.8K | 0.04% | −660−34.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,283 | $209.6K | 0.00% | +155+13.7% | Added |
| Ferguson Wellman Capital Management, Inc | 1,285 | $209.9K | 0.00% | −202−13.6% | Reduced |
| Intrust Bank NA | 1,299 | $212.2K | 0.02% | −144−10.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,300 | $212.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,301 | $212.5K | 0.00% | +1,301 | New |
| Belpointe Asset Management LLC | 1,301 | $212.6K | 0.01% | +1,301 | New |
| Badgley Phelps Wealth Managers, LLC | 1,304 | $213.0K | 0.00% | −2−0.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,313 | $214.5K | 0.00% | +1+0.1% | Added |
| Edmp, Inc. | 1,322 | $216.0K | 0.18% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,341 | $219.1K | 0.00% | −20−1.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,350 | $220.6K | 0.00% | +77+6.0% | Added |
| LGL Partners, LLC | 1,106 | $220.8K | 0.10% | +1,106 | New |