Williams-Sonoma (WSM) Institutional Ownership

$304.94
+3.32 (+1.10%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for Williams-Sonoma (NYSE:WSM)

Current
Institutional Ownership
Percentage
99.29%
Number of
Institutional Buyers
(last 12 months)
432
Total
Institutional Inflows
(last 12 months)
$1.26B
Number of
Institutional Sellers
(last 12 months)
315
Total
Institutional Outflows
(last 12 months)
$1.17B
Get WSM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Williams-Sonoma stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

WSM Institutional Buying and Selling by Quarter

Williams-Sonoma Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Motley Fool Asset Management LLC4,868$1.55M0.1%+315.0%0.008%
5/8/2024Sheets Smith Wealth Management12,150$3.86M0.4%+0.8%0.019%
5/8/2024Bleakley Financial Group LLC1,199$381K0.0%+6.3%0.002%
5/8/2024Great Diamond Partners LLC13,151$4.18M1.0%N/A0.020%
5/8/2024ProShare Advisors LLC164,837$52.34M0.1%-24.1%0.257%
5/8/2024Avantax Advisory Services Inc.1,013$322K0.0%-11.1%0.002%
5/8/2024US Bancorp DE33,385$10.60M0.0%-5.6%0.052%
5/8/2024Isthmus Partners LLC1,496$475K0.1%-4.8%0.002%
5/8/2024Russell Investments Group Ltd.13,383$4.25M0.0%+39.6%0.021%
5/8/2024QRG Capital Management Inc.4,037$1.28M0.0%-29.1%0.006%
5/8/2024Inspire Investing LLC2,808$892K0.1%N/A0.004%
5/7/2024Sei Investments Co.7,281$2.31M0.0%+28.8%0.011%
5/7/2024Abbrea Capital LLC775$246K0.0%N/A0.001%
5/7/2024Atomi Financial Group Inc.681$216K0.0%N/A0.001%
5/7/2024Horizon Investment Services LLC717$228K0.1%N/A0.001%
5/7/2024Swiss National Bank182,500$57.95M0.0%+52.0%0.284%
5/7/2024Forsta AP Fonden40,900$12.99M0.1%N/A0.064%
5/7/2024Lisanti Capital Growth LLC1,630$518K0.1%N/A0.003%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,103$668K0.0%+18.5%0.003%
5/7/2024 SG Americas Securities LLC4,370$1.39M0.0%+144.5%0.007%
5/7/2024 Empowered Funds LLC10,319$3.28M0.1%-16.4%0.016%
5/6/2024 Quantbot Technologies LP13,299$4.22M0.2%+58.3%0.021%
5/6/2024 LSV Asset Management124,260$39.46M0.1%-9.6%0.193%
5/6/2024 Envestnet Portfolio Solutions Inc.1,510$480K0.0%-6.4%0.002%
5/6/2024 ORG Partners LLC142$45K0.1%N/A0.000%
5/6/2024 Duality Advisers LP1,742$553K0.1%-89.0%0.003%
5/6/2024 Gallacher Capital Management LLC1,107$352K0.2%-45.3%0.002%
5/6/2024 First Long Island Investors LLC88,738$28.18M2.3%-12.7%0.138%
5/6/2024 Texas Permanent School Fund Corp56,139$17.83M0.1%+1.3%0.087%
5/4/2024 Paulson Wealth Management Inc.858$272K0.1%N/A0.001%
5/4/2024 Csenge Advisory Group2,362$750K0.0%-23.5%0.004%
5/4/2024 Richardson Financial Services Inc.184$58K0.0%-22.0%0.000%
5/3/2024 Catalina Capital Group LLC972$309K0.1%N/A0.002%
5/3/2024 TFB Advisors LLC849$270K0.1%N/A0.001%
5/3/2024 Mediolanum International Funds Ltd16,833$5.29M0.1%N/A0.026%
5/3/2024 Smithbridge Asset Management Inc. DE1,250$397K0.1%-8.1%0.002%
5/3/2024 Larson Financial Group LLC1,032$328K0.0%+71.7%0.002%
5/3/2024 GSA Capital Partners LLP1,413$449K0.0%-15.1%0.002%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S14,087$4.47M0.1%+162.7%0.022%
5/3/2024 CapWealth Advisors LLC15,038$4.78M0.5%-1.3%0.023%
The Weight Loss Pill That Could Disrupt a $32 Billion Industry (Ad)

A revolutionary new weight loss pill is about to send shockwaves through the plus-size clothing market. Analysts are calling it the "King Kong" of diet drugs after amazing clinical trial results.

Don't miss out on the "next Ozempic" >>>
5/3/2024 Proficio Capital Partners LLC1,320$419K0.0%+6.1%0.002%
5/3/2024 Whittier Trust Co.205$65K0.0%-40.1%0.000%
5/2/2024 Mutual of America Capital Management LLC43,501$13.81M0.1%-7.2%0.068%
5/2/2024 FinTrust Capital Advisors LLC172$55K0.0%-67.0%0.000%
5/2/2024 Daiwa Securities Group Inc.4,200$1.33M0.0%N/A0.007%
5/2/2024 Graypoint LLC2,302$731K0.1%+91.4%0.004%
5/2/2024 Consolidated Planning Corp1,143$363K0.1%N/A0.002%
5/2/2024 Quent Capital LLC358$114K0.0%+19.7%0.001%
5/2/2024 Nordea Investment Management AB3,760$1.20M0.0%-96.0%0.006%
5/2/2024 Fidelis Capital Partners LLC191$61K0.0%N/A0.000%
5/2/2024 Goelzer Investment Management Inc.25,400$8.07M0.5%-4.9%0.040%
5/2/2024 Choreo LLC862$273K0.0%N/A0.001%
5/2/2024 Tobam436$138K0.0%N/A0.001%
5/2/2024 Hunter Associates Investment Management LLC8,907$2.83M0.5%+11.9%0.014%
5/2/2024 High Note Wealth LLC935$297K0.1%N/A0.001%
5/1/2024 Resonant Capital Advisors LLC1,544$490K0.0%N/A0.002%
5/1/2024 1834 Investment Advisors Co.25,361$8.05M1.0%-27.2%0.039%
5/1/2024 Janney Montgomery Scott LLC5,320$1.69M0.0%-18.4%0.008%
5/1/2024 BNP Paribas Financial Markets46,881$14.89M0.0%-45.1%0.073%
5/1/2024 Centric Wealth Management13,189$4.19M1.3%+1.8%0.021%
5/1/2024 Klingman & Associates LLC1,253$398K0.0%-2.8%0.002%
5/1/2024 Mirae Asset Global Investments Co. Ltd.16,370$5.20M0.0%-47.3%0.025%
5/1/2024 Wambolt & Associates LLC1,567$493K0.1%N/A0.002%
5/1/2024 Sequoia Financial Advisors LLC11,383$3.62M0.0%-0.4%0.018%
5/1/2024 Diversify Advisory Services LLC3,737$1.18M0.1%N/A0.006%
4/30/2024 Retirement Systems of Alabama126,750$40.25M0.2%+0.2%0.197%
4/30/2024 Norden Group LLC4,033$1.28M0.1%+42.9%0.006%
4/30/2024Concord Wealth Partners9,289$2.95M0.5%N/A0.014%
4/30/2024 Vest Financial LLC64,744$20.56M0.6%N/A0.101%
4/30/2024 Thomas Story & Son LLC45,157$14.34M6.1%-9.7%0.070%
4/30/2024 Caprock Group LLC738$234K0.0%N/A0.001%
4/30/2024 SkyOak Wealth LLC1,894$601K0.1%-8.1%0.003%
4/30/2024 Claret Asset Management Corp1,113$353K0.1%-7.3%0.002%
4/30/2024 Allspring Global Investments Holdings LLC39,648$12.59M0.0%-6.0%0.062%
4/29/2024Commonwealth Equity Services LLC36,852$11.70M0.0%-1.1%0.057%
4/29/2024 Greenleaf Trust3,149$1M0.0%-1.3%0.005%
4/29/2024 Principal Financial Group Inc.584,116$185.47M0.1%-4.8%0.909%
4/29/2024 Reik & CO. LLC111,666$35.46M8.9%-2.3%0.174%
4/29/2024 Benjamin F. Edwards & Company Inc.942$299K0.0%-14.6%0.001%
4/29/2024 Seascape Capital Management23,311$7.40M2.8%-5.9%0.036%
4/29/2024 Meritage Portfolio Management54,216$17.22M1.1%-4.3%0.084%
4/29/2024 Insight Inv LLC13,075$4.15M3.6%-4.6%0.020%
4/29/2024 Phillips Wealth Planners LLC786$250K0.3%-27.1%0.001%
4/29/2024 Mn Services Vermogensbeheer B.V.24,700$7.84M0.1%N/A0.038%
4/27/2024 BayBridge Capital Group LLC801$254K0.2%N/A0.001%
4/26/2024 Securian Asset Management Inc.5,321$1.69M0.0%-2.2%0.008%
4/26/2024 Prairiewood Capital LLC3,598$1.14M0.5%-10.3%0.006%
4/26/2024 Crestone Asset Management LLC798$253K0.1%N/A0.001%
4/26/2024 Yousif Capital Management LLC30,175$9.58M0.1%-3.0%0.047%
4/26/2024 Quantum Financial Advisors LLC754$239K0.0%N/A0.001%
The Weight Loss Pill That Could Disrupt a $32 Billion Industry (Ad)

A revolutionary new weight loss pill is about to send shockwaves through the plus-size clothing market. Analysts are calling it the "King Kong" of diet drugs after amazing clinical trial results.

Don't miss out on the "next Ozempic" >>>
4/26/2024 MONECO Advisors LLC765$243K0.0%N/A0.001%
4/25/2024 New York State Teachers Retirement System82,206$26.10M0.1%+1.5%0.128%
4/25/2024 Bank of New York Mellon Corp785,457$249.41M0.0%+2.4%1.223%
4/25/2024 Glassy Mountain Advisors Inc.28,736$9.12M3.4%-4.3%0.045%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 62,005$19.69M0.1%+297.3%0.097%
4/25/2024 Center For Asset Management LLC1,873$595K0.5%-3.4%0.003%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund15,700$4.99M0.1%N/A0.024%
4/25/2024 Valeo Financial Advisors LLC719$228K0.0%-55.5%0.001%
4/25/2024 Telos Capital Management Inc.23,755$7.54M0.9%-10.0%0.037%
4/25/2024 Grace & White Inc. NY28,515$9.05M1.6%-29.0%0.044%
(Data available from 1/1/2016 forward)

WSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WSM shares?

During the previous two years, 729 institutional investors and hedge funds held shares of Williams-Sonoma. The most heavily invested institutionals were Vanguard Group Inc. ($1.48B), FMR LLC ($1.14B), Blackhill Capital Inc. ($796.19M), BlackRock Inc. ($753.43M), Aristotle Capital Management LLC ($715.38M), Capital Research Global Investors ($678.86M), and Charles Schwab Investment Management Inc. ($288.73M).Learn more on WSM's institutional investors.

What percentage of Williams-Sonoma stock is owned by institutional investors?

99.29% of Williams-Sonoma stock is owned by institutional investors. Learn more on WSM's institutional investor holdings.

Which institutional investors have been buying Williams-Sonoma stock?

Of the 614 institutional investors that purchased Williams-Sonoma stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($1.06M), Charles Schwab Investment Management Inc. ($1.04M), Norges Bank ($757.47K), HS Management Partners LLC ($672.24K), Barclays PLC ($549.44K), Principal Financial Group Inc. ($387.27K), and Pacer Advisors Inc. ($360.28K).

How much institutional buying is happening at Williams-Sonoma?

Institutional investors have bought a total of 16,042,865 shares in the last 24 months. This purchase volume represents approximately $2.25B in transactions.

Which Williams-Sonoma major shareholders have been selling company stock?

Of the 446 institutional investors that sold Williams-Sonoma stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: HS Management Partners LLC ($1.31M), BlackRock Inc. ($1.19M), Congress Asset Management Co. MA ($878.84K), Select Equity Group L.P. ($775.85K), FMR LLC ($435.85K), Capital Research Global Investors ($434.26K), and Vanguard Group Inc. ($404.37K).

How much institutional selling is happening at Williams-Sonoma?

Institutional investors have sold a total of 13,438,274 shares in the last 24 months. This volume of shares sold represents approximately $1.97B in transactions.


This page (NYSE:WSM) was last updated on 5/8/2024 by MarketBeat.com Staff

From Our Partners