Stock

Williams Sonoma Inc

WSM · held by 29 managers

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Reported value

$398.9M

Holders

+0 new · −1 exited

Holders’ est. mark

$13.3M

Price effect on 12 books still in the name

Largest holder

$220.8M

MORGAN STANLEY

Holder count by quarter

Q4 2020 Q1 2021 Q2 2021 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026

Who holds it

Notable only

Investor	Shares	Value	Est. mark	Change
MORGAN STANLEY	1.13M	$220.8M	—	Held
BANK OF AMERICA CORP /DE/	362.3K	$70.8M	—	Held
BARCLAYS PLC	311.1K	$60.8M	$9.98M	Added$94.3K
Hudson Bay Capital Management LP	70.3K	$13.7M	—	Held
Swiss Life Asset Management Ltd	68.4K	$13.4M	$1.61M	Added$5.19M
CapWealth Advisors, LLC	29.5K	$5.77M	—	Held
Alberta Investment Management Corp	24.6K	$4.81M	$789.2K	Added$348.1K
OP Asset Management Ltd	13.7K	$2.67M	$438.4K	Added$438.4K
Strategic Investment Advisors / MI	8.78K	$1.72M	—	Held
Sanctuary Advisors, LLC	6.78K	$1.33M	$217.6K	Added$152.8K
Burton Enright Welch	4.04K	$790.4K	$129.7K	Added$130.1K
DGS Capital Management, LLC	3.34K	$653K	$107.2K	Added$90.7K
Syverson Strege & Co	2.75K	$538.3K	—	Held
J. Team Financial, Inc.	1.88K	$367.3K	—	Held
IFP Advisors, Inc	968	$189.2K	—	Held
VIRTUS ADVISERS, LLC	961	$187.8K	$30.8K	Added$4.85K
Allworth Financial LP	746	$145.7K	—	Held
Leonteq Securities AG	484	$94.6K	$15.5K	Added$8.83K
Painted Porch Advisors LLC	281	$54.9K	—	Held
KBC Group NV	260.9K	$51K	—	Held
Medallion Wealth Advisors, LLC	110	$21.5K	$2.89K	Added$2.89K
MV CAPITAL MANAGEMENT, INC.	20	$3.91K	—	Held
Kilter Group LLC	14	$2.74K	—	Held
Cape Investment Advisory, Inc.	8	$1.56K	—	Held
Pensionfund Sabic	6.4K	$1.25K	$205	Added$205
NEW MEXICO EDUCATIONAL RETIREMENT BOARD	5.6K	$1.09K	—	Held
Aventura Private Wealth, LLC	4	$782	$129	Added$129
Principia Wealth Advisory, LLC	3	$586	—	Held
Evolution Advisers, Inc.	132	$25	—	Held

Who left

Essential Partners LLC$327

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.