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 |
|---|---|---|---|---|---|
| Community Bank & Trust, Waco, Texas | 1,370 | $224.0K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,372 | $224.1K | 0.01% | +1,032+303.5% | Added |
| Moseley Investment Management Inc | 1,378 | $225.1K | 0.08% | +15+1.1% | Added |
| Atria Wealth Solutions, Inc. | 1,318 | $226.1K | 0.01% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,387 | $226.6K | 0.05% | +42+3.1% | Added |
| Procyon Private Wealth Partners, LLC | 1,394 | $227.7K | 0.02% | −90−6.1% | Reduced |
| Rossby Financial, LCC | 1,395 | $227.9K | 0.09% | −149−9.7% | Reduced |
| Ehrlich Financial Group | 1,396 | $228.1K | 0.15% | 00.0% | Unchanged |
| Norden Group LLC | 1,400 | $228.8K | 0.02% | −2,137−60.4% | Reduced |
| Diversify Wealth Management, LLC | 1,106 | $229.0K | 0.01% | +1,106 | New |
| Trust Asset Management LLC | 1,405 | $229.5K | 0.02% | +1,405 | New |
| Atria Investments LLC | 1,405 | $229.6K | 0.00% | +1,405 | New |
| Berry Wealth Group, LP | 1,410 | $230.4K | 0.16% | +1,410 | New |
| Sheridan Capital Management, LLC | 1,411 | $230.4K | 0.16% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,416 | $231.0K | 0.03% | +1,416 | New |
| Robeco Schweiz AG | 1,416 | $231.3K | 0.01% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 1,423 | $232.5K | 0.08% | +23+1.6% | Added |
| Savvy Advisors, Inc. | 1,434 | $234.3K | 0.02% | −32−2.2% | Reduced |
| Mutual Advisors, LLC | 1,289 | $234.3K | 0.01% | +1,289 | New |
| Kingswood Wealth Advisors, LLC | 1,439 | $235.0K | 0.02% | −56−3.7% | Reduced |
| Pinnacle Bancorp, Inc. | 1,440 | $235.3K | 0.07% | 00.0% | Unchanged |
| First Western Trust Bank | 1,444 | $235.9K | 0.01% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 1,444 | $235.9K | 0.03% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 1,448 | $236.6K | 0.19% | +1,448 | New |
| Goodman Advisory Group, LLC | 1,452 | $237.2K | 0.08% | −880−37.7% | Reduced |
| Patton Fund Management, Inc. | 1,456 | $237.9K | 0.05% | +1,456 | New |
| Linden Thomas Advisory Services, LLC | 1,467 | $239.7K | 0.03% | −435−22.9% | Reduced |
| MainStreet Investment Advisors LLC | 1,468 | $239.8K | 0.03% | −428−22.6% | Reduced |
| Global Retirement Partners, LLC | 1,468 | $239.8K | 0.01% | +1,468 | New |
| Trajan Wealth LLC | 1,471 | $240.3K | 0.01% | +145+10.9% | Added |
| Bridgewater Advisors Inc. | 1,289 | $241.2K | 0.02% | +1,289 | New |
| First Bank & Trust | 1,483 | $242.3K | 0.04% | +20+1.4% | Added |
| HighPoint Advisor Group LLC | 1,490 | $243.4K | 0.01% | +1,490 | New |
| United Capital Financial Advisers, LLC | 1,491 | $243.6K | 0.00% | +60+4.2% | Added |
| Cahaba Wealth Management, Inc. | 1,492 | $243.7K | 0.02% | 00.0% | Unchanged |
| First Interstate Bank | 1,500 | $245.1K | 0.01% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,502 | $245.4K | 0.03% | −1−0.1% | Reduced |
| Covenant Asset Management, LLC | 1,505 | $245.9K | 0.05% | +2+0.1% | Added |
| MBB Public Markets I LLC | 1,534 | $250.6K | 0.03% | −356−18.8% | Reduced |
| Pflug Koory, LLC | 1,534 | $250.6K | 0.13% | −18−1.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,536 | $250.9K | 0.03% | +1,536 | New |
| Whittier Trust Co of Nevada Inc | 1,558 | $254.5K | 0.01% | +264+20.4% | Added |
| FourThought Financial Partners, LLC | 1,560 | $254.9K | 0.03% | −6−0.4% | Reduced |
| TFB Advisors LLC | 1,569 | $256.3K | 0.07% | +288+22.5% | Added |
| Hantz Financial Services, Inc. | 1,573 | $257.0K | 0.00% | −207−11.6% | Reduced |
| Catalina Capital Group, LLC | 1,585 | $258.9K | 0.18% | −35−2.2% | Reduced |
| Aaron Wealth Advisors | 1,585 | $258.9K | 0.03% | +72+4.8% | Added |
| Atomi Financial Group, Inc. | 1,592 | $260.1K | 0.01% | +107+7.2% | Added |
| BayBridge Capital Group, LLC | 1,602 | $261.7K | 0.17% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,649 | $269.4K | 0.00% | +202+14.0% | Added |
| Magnetar Financial LLC | 1,681 | $274.6K | 0.00% | −34,878−95.4% | Reduced |
| Siemens Fonds Invest GmbH | 1,692 | $276.4K | 0.02% | +244+16.9% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,695 | $276.9K | 0.07% | +1,695 | New |
| Paradigm Asset Management Co LLC | 1,700 | $277.7K | 0.07% | −1,200−41.4% | Reduced |
| Investment Partners Asset Management, Inc. | 1,727 | $282.1K | 0.20% | +10+0.6% | Added |
| IFP Advisors, Inc | 1,501 | $283.5K | 0.01% | +30+2.0% | Added |
| PharVision Advisers, LLC | 1,749 | $285.7K | 0.41% | +1,749 | New |
| Paulson Wealth Management Inc. | 1,802 | $294.4K | 0.08% | −11−0.6% | Reduced |
| Tiemann Investment Advisors, LLC | 1,810 | $295.7K | 0.12% | −75−4.0% | Reduced |
| Kera Capital Partners, Inc. | 1,814 | $296.4K | 0.06% | +1,814 | New |
| Tiaa Trust, National Association | 1,833 | $299.5K | 0.00% | +40+2.2% | Added |
| Pensionmark Financial Group, LLC | 1,847 | $301.7K | 0.01% | −449−19.6% | Reduced |
| Chicago Partners Investment Group LLC | 1,643 | $301.8K | 0.01% | +157+10.6% | Added |
| Regions Financial Corp | 1,853 | $302.7K | 0.00% | +230+14.2% | Added |
| Forum Financial Management, LP | 1,856 | $303.2K | 0.00% | +234+14.4% | Added |
| High Note Wealth, LLC | 1,872 | $305.8K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,874 | $306.2K | 0.05% | −1,044−35.8% | Reduced |
| NorthRock Partners, LLC | 1,897 | $309.9K | 0.01% | −213−10.1% | Reduced |
| J.W. Cole Advisors, Inc. | 1,899 | $310.3K | 0.01% | +1,899 | New |
| Abacus Planning Group, Inc. | 1,918 | $313.3K | 0.05% | +42+2.2% | Added |
| Geneos Wealth Management Inc. | 1,935 | $316.1K | 0.01% | +10+0.5% | Added |
| Canopy Partners, LLC | 1,948 | $318.2K | 0.12% | 00.0% | Unchanged |
| American Money Management, LLC | 1,956 | $319.5K | 0.06% | +9+0.5% | Added |
| Klingman & Associates, LLC | 1,964 | $320.9K | 0.02% | −123−5.9% | Reduced |
| Private Wealth Asset Management, LLC | 1,965 | $321.0K | 0.04% | +75+4.0% | Added |
| Sigma Planning Corp | 1,982 | $323.8K | 0.01% | −40−2.0% | Reduced |
| D.A. Davidson & Co. | 1,990 | $325.1K | 0.00% | −2,875−59.1% | Reduced |
| Smithbridge Asset Management Inc | 1,993 | $325.5K | 0.06% | +1+0.1% | Added |
| RBF Capital, LLC | 2,000 | $326.7K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,000 | $326.7K | 0.11% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 2,000 | $326.7K | 0.06% | 00.0% | Unchanged |
| Sapient Capital LLC | 2,018 | $329.7K | 0.01% | +18+0.9% | Added |
| Whipplewood Advisors, LLC | 2,020 | $330.0K | 0.18% | +8+0.4% | Added |
| Canada Post Corp Registered Pension Plan | 2,040 | $333.3K | 0.02% | +2,040 | New |
| Callan Family Office, LLC | 2,051 | $335.1K | 0.01% | +2,051 | New |
| GeoWealth Management, LLC | 2,061 | $336.6K | 0.01% | −657−24.2% | Reduced |
| Kestra Private Wealth Services, LLC | 2,063 | $337.0K | 0.00% | +50+2.5% | Added |
| Ascent Group, LLC | 2,084 | $340.5K | 0.01% | −286−12.1% | Reduced |
| Confluence Wealth Services, Inc. | 2,086 | $340.8K | 0.02% | −50−2.3% | Reduced |
| Clarius Group, LLC | 2,089 | $341.3K | 0.02% | +151+7.8% | Added |
| Alps Advisors Inc | 2,125 | $347.2K | 0.00% | +75+3.7% | Added |
| Kimelman & Baird, LLC | 2,144 | $350.2K | 0.03% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 2,152 | $351.6K | 0.00% | −49−2.2% | Reduced |
| Massmutual Trust Co FSB | 2,156 | $352.2K | 0.01% | −220−9.3% | Reduced |
| Plimoth Trust Co LLC | 2,165 | $353.7K | 0.08% | 00.0% | Unchanged |
| Rebalance, LLC | 2,180 | $356.1K | 0.02% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 2,185 | $357.0K | 0.00% | +354+19.3% | Added |
| 3Chopt Investment Partners, LLC | 2,216 | $362.0K | 0.09% | +2,216 | New |
| Prime Capital Investment Advisors, LLC | 2,228 | $363.9K | 0.00% | −644−22.4% | Reduced |
| Aptus Capital Advisors, LLC | 2,229 | $364.2K | 0.00% | −168−7.0% | Reduced |