# WILLIAMS SONOMA INC (WSM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WSM/

- Reporting holders: 31
- Reported value: $53.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $32.7M | 143,631 | 0.2% | 1 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $5.2M | 22,941 | 0.1% | 3 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $2.9M | 12,218 | 0.6% | 21 |
| [TILIA FIDUCIARY PARTNERS, INC.](https://holderbook.com/funds/1910210-tilia-fiduciary-partners-inc/) | $2.5M | 11,120 | 0.6% | 14 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $2.1M | 9,419 | 0.4% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.9M | 8,533 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.0M | 4,564 | 0.0% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $767.9K | 3,213 | 0.0% | 8 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $600.9K | 2,636 | 0.1% | 26 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $423.4K | 1,857 | 0.2% | 8 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $373.1K | 1,636 | 0.0% | 5 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $370.6K | 1,626 | 0.1% | 1 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $369.0K | 1,619 | 0.2% | 12 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $300.7K | 1,319 | 0.0% | 4 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $288.6K | 1,266 | 0.0% | 20 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $263.3K | 1,095 | 0.0% | 3 |
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $253.9K | 1,114 | 0.0% | 3 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $240.5K | 1,055 | 0.0% | 4 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $180.5K | 792 | 0.0% | 18 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $171.4K | 752 | 0.0% | 2 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $125.0K | 520 | 0.1% | 4 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $102.8K | 451 | 0.0% | 4 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $68.8K | 302 | 0.1% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $64.5K | 283 | 0.0% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $18.5K | 81 | 0.0% | 9 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 31 | $53.6M |
| Q2 2026 | 1,010 | $28.7B |
| Q1 2026 | 940 | $20.8B |
| Q4 2025 | 955 | $20.6B |
| Q3 2025 | 951 | $22.5B |
| Q2 2025 | 926 | $19.0B |
| Q1 2025 | 913 | $18.7B |
| Q4 2024 | 908 | $22.5B |
| Q3 2024 | 839 | $19.6B |
| Q2 2024 | 830 | $18.2B |
| Q1 2024 | 817 | $21.5B |
| Q4 2023 | 695 | $14.0B |