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Who Owns Williams-Sonoma Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Williams-Sonoma Inc.

Who crossed 5% of WSM →
Managers holding
30
as of 2026-09-30
Reported value
$61.3M
summed across filings
Shares held
268.2K
Added vs trimmed
12 / 7
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
CONGRESS ASSET MANAGEMENT COCOM143.6K shadded$32.7M
Mn Services Vermogensbeheer B.V.COM35K shheld$8M
Avidian Wealth Enterprises, LLCCOM22.9K shtrimmed$5.2M
Shulman DeMeo Asset Management LLCCOM12.2K shtrimmed$2.9M
Monument Capital ManagementCOM9.4K sh—$2.1M
Farther Finance Advisors, LLCStock8.5K shtrimmed$1.9M
Westwind CapitalStock7.6K sh—$1.7M
TILIA FIDUCIARY PARTNERS, INC.Stock5.6K shtrimmed$1.3M
GAMMA Investing LLCCommon Stock4.6K shadded$1M
Wedmont Private CapitalCOM3.2K shadded$767.9K
M.E. ALLISON & CO., INC.COM1.9K shheld$423.4K
Valeo Financial Advisors, LLCStock1.6K shadded$373.1K
Legacy Wealth Asset Management, LLCCOM1.6K sh—$370.6K
Investment Partners Asset Management, Inc.COM1.6K shheld$369K
Balefire, LLCCOM1.3K shtrimmed$300.7K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.3K shtrimmed$288.6K
Apella Capital, LLCCOM1.1K shadded$263.3K
Paragon Capital Management LtdCOM1.1K shheld$253.9K
AMERICAN NATIONAL BANK & TRUSTCOM1.1K shtrimmed$240.5K
Rosenberg Matthew HamiltonStock792 shadded$180.5K
EASTERN BANKCOM752 shadded$171.4K
Dorato Capital ManagementCOM520 shheld$125K
Wealth Enhancement Trust Services, Inc.COM451 shadded$102.8K
ELEVATION WEALTH PARTNERS, LLCCOM283 shadded$64.5K
CoreCap Advisors, LLCStock81 shadded$18.5K
GK Wealth Management LLCCOM63 sh—$14.4K
Retirement Wealth Solutions LLCCOM23 shadded$5.2K
TOTH FINANCIAL ADVISORY CORPCOM20 shheld$4.6K
Marquette Asset Management, LLCCOM10 shheld$2.3K
Davis Capital ManagementStock9 shadded$2.1K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on WSM

Company overviewEverything on WSM in one place, with the price.SEC filingsWhat WSM's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat WSM's own officers and directors buy and sell.Planned salesSales WSM insiders have filed notice of.Executive payWhat WSM awarded its chief executive, and what it became.Funds holding itWhich funds and ETFs hold WSM, and how big a bet.PatentsWhat WSM is filing at the patent office.Workplace safetyWhat OSHA found at WSM's sites.AircraftThe jets on WSM's registration.

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