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 2026
Institutional positions in Williams Sonoma Inc as of Mar 31, 2026. 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
- 932
- −2 vs. Q4 2025
- Shares held
- 111.9M
- +15.8M (+16.5%) vs. Q4 2025
- Total value
- $20.4B
- +$3.23B (+18.8%) vs. Q4 2025
- New holders
- 103
- 316 more added
- Sold out
- 105
- 371 more reduced
14 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Williams Sonoma Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Contravisory Investment Management, Inc. | 78 | $14.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 83 | $15.1K | 0.00% | +48+137.1% | Added |
| Westside Investment Management, Inc. | 84 | $15.3K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 86 | $15.7K | 0.00% | +2+2.4% | Added |
| Clean Yield Group | 88 | $16.0K | 0.00% | −104−54.2% | Reduced |
| Private Wealth Management Group, LLC | 90 | $16.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 93 | $17.0K | 0.01% | +93 | New |
| Twin Peaks Wealth Advisors, LLC | 98 | $17.9K | 0.00% | +98 | New |
| Barnes Dennig Private Wealth Management LLC | 98 | $17.9K | 0.02% | +98 | New |
| GW&K Investment Management, LLC | 98 | $18.0K | 0.00% | +10+11.4% | Added |
| Virtus ETF Advisers LLC | 99 | $18.1K | 0.01% | −15−13.2% | Reduced |
| Citizens National Bank Trust Department | 100 | $18.2K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 109 | $19.9K | 0.00% | +3+2.8% | Added |
| Medallion Wealth Advisors, LLC | 110 | $20.1K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 110 | $20.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 111 | $20.2K | 0.00% | +31+38.8% | Added |
| Salomon & Ludwin, LLC | 117 | $21.1K | 0.00% | +92+368.0% | Added |
| Groupe la Francaise | 118 | $21.5K | 0.00% | −19−13.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 120 | $21.9K | 0.00% | +120 | New |
| Ancora Advisors, LLC | 120 | $21.9K | 0.00% | +52+76.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 122 | $22.2K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 124 | $22.5K | 0.02% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 125 | $22.8K | 0.01% | +112+861.5% | Added |
| Evolution Advisers, Inc. | 132 | $24.0K | 0.01% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 134 | $24.4K | 0.00% | +134 | New |
| JFS Wealth Advisors, LLC | 138 | $25.2K | 0.00% | +5+3.8% | Added |
| Red Tortoise LLC | 144 | $26.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 147 | $26.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 150 | $27.4K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 150 | $27.4K | 0.00% | +150 | New |
| Strategic Wealth Partners, Ltd. | 152 | $27.7K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 153 | $27.9K | 0.01% | +153 | New |
| Keating Financial Advisory Services, Inc. | 158 | $28.8K | 0.00% | −29−15.5% | Reduced |
| True Wealth Design, LLC | 158 | $28.8K | 0.01% | −18−10.2% | Reduced |
| Smithfield Trust Co | 160 | $29.0K | 0.00% | 00.0% | Unchanged |
| Ballast Advisors LLC | 165 | $30.1K | 0.01% | +165 | New |
| Millstone Evans Group, LLC | 168 | $30.6K | 0.02% | +117+229.4% | Added |
| MidFirst Bank | 177 | $32.3K | 0.00% | +9+5.4% | Added |
| Parkside Financial Bank & Trust | 178 | $32.5K | 0.00% | +8+4.7% | Added |
| Triumph Capital Management | 188 | $34.3K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $36.5K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $36.5K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $36.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $36.5K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 202 | $36.8K | 0.01% | −537−72.7% | Reduced |
| Zions Bancorporation, National Association | 204 | $37.2K | 0.00% | −563−73.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 207 | $37.7K | 0.01% | +1+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 219 | $38.6K | 0.00% | +18+9.0% | Added |
| Kozak & Associates, Inc. | 202 | $39.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 218 | $39.7K | 0.02% | +37+20.4% | Added |
| State of Wyoming | 222 | $40.5K | 0.00% | −348−61.1% | Reduced |
| Centennial Bank | 254 | $46.3K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 254 | $46.3K | 0.00% | +152+149.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 262 | $47.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 264 | $48.1K | 0.01% | 00.0% | Unchanged |
| American National Bank | 285 | $52.0K | 0.00% | +191+203.2% | Added |
| Bell Investment Advisors, Inc | 285 | $52.0K | 0.01% | +23+8.8% | Added |
| Root Financial Partners, LLC | 296 | $54.0K | 0.00% | +24+8.8% | Added |
| SBI Securities Co., Ltd. | 328 | $59.8K | 0.00% | −2−0.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 329 | $60.0K | 0.00% | +12+3.8% | Added |
| Onefund, LLC | 335 | $60.5K | 0.04% | −7−2.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 338 | $61.6K | 0.01% | +2+0.6% | Added |
| Cromwell Holdings LLC | 341 | $62.2K | 0.03% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 356 | $64.9K | 0.02% | −792−69.0% | Reduced |
| Ameriflex Group, Inc. | 364 | $66.3K | 0.03% | +49+15.6% | Added |
| Mather Group, LLC. | 389 | $70.9K | 0.00% | +389 | New |
| Rosenberg Matthew Hamilton | 395 | $72.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 414 | $75.5K | 0.00% | +5+1.2% | Added |
| Anchor Investment Management, LLC | 435 | $79.4K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 468 | $85.3K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 483 | $88.1K | 0.06% | +82+20.4% | Added |
| NVWM, LLC | 501 | $91.3K | 0.02% | −4,484−89.9% | Reduced |
| Alphadyne Asset Management LP | 502 | $91.5K | 0.01% | +502 | New |
| Oakworth Capital, Inc. | 530 | $96.6K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 540 | $97.0K | 0.01% | −177−24.7% | Reduced |
| Dorato Capital Management | 520 | $97.5K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 543 | $99.2K | 0.00% | −595−52.3% | Reduced |
| Harbor Investment Advisory, LLC | 577 | $105.2K | 0.01% | −16−2.7% | Reduced |
| Umb Bank N A | 580 | $105.8K | 0.00% | +65+12.6% | Added |
| Plante Moran Financial Advisors, LLC | 594 | $108.3K | 0.01% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 606 | $110.5K | 0.02% | +606 | New |
| Brown, Lisle/Cummings, Inc. | 622 | $113.4K | 0.03% | +62+11.1% | Added |
| Transamerica Financial Advisors, Inc. | 628 | $114.6K | 0.01% | +27+4.5% | Added |
| Johnson Financial Group, Inc. | 648 | $118.2K | 0.00% | −200−23.6% | Reduced |
| Golden State Equity Partners | 660 | $120.4K | 0.01% | +660 | New |
| Quent Capital, LLC | 669 | $121.9K | 0.01% | +2+0.3% | Added |
| DT Investment Partners, LLC | 694 | $126.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 726 | $132.4K | 0.00% | +200+38.0% | Added |
| Capital Advisors, Ltd. LLC | 817 | $149.0K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 820 | $149.5K | 0.03% | +14+1.7% | Added |
| Advisory Services Network, LLC | 883 | $161.1K | 0.00% | +883 | New |
| Cullen/Frost Bankers, Inc. | 934 | $170.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 940 | $171.4K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 953 | $173.8K | 0.01% | +423+79.8% | Added |
| Bessemer Group Inc | 979 | $178.0K | 0.00% | −894−47.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,000 | $182.3K | 0.01% | −14,500−93.5% | Reduced |
| Richardson Capital Management LLC | 1,000 | $182.3K | 0.09% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 1,000 | $182.3K | 0.07% | +1,000 | New |
| Whipplewood Advisors, LLC | 1,006 | $183.4K | 0.10% | −994−49.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,052 | $191.8K | 0.00% | −5,542−84.0% | Reduced |