Williams-Sonoma (WSM) Institutional Ownership

$309.50
-3.56 (-1.14%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
99.29%
Number of
Institutional Buyers
(last 12 months)
434
Total
Institutional Inflows
(last 12 months)
$1.14B
Number of
Institutional Sellers
(last 12 months)
314
Total
Institutional Outflows
(last 12 months)
$1.58B
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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
5/17/2024 Plato Investment Management Ltd4,152$1.32M0.1%+4,136.7%0.006%
5/17/2024 First Western Trust Bank722$229K0.0%N/A0.001%
5/17/2024 Comerica Bank29,767$9.45M0.0%-3.5%0.046%
5/17/2024 SkyView Investment Advisors LLC2,525$802K0.1%N/A0.004%
5/17/2024 Tidal Investments LLC7,925$2.52M0.0%-11.2%0.012%
5/17/2024 Motley Fool Asset Management LLC1,225$389K0.0%+4.4%0.002%
5/16/2024 California State Teachers Retirement System81,943$26.02M0.0%+25.3%0.128%
5/16/2024 B. Riley Wealth Advisors Inc.1,309$416K0.0%N/A0.002%
5/16/2024 Jacobs Levy Equity Management Inc.12,301$3.91M0.0%N/A0.019%
5/16/2024 Janus Henderson Group PLC348,113$110.54M0.1%-17.3%0.542%
5/16/2024 Bayesian Capital Management LP5,441$1.73M0.2%N/A0.008%
5/16/2024 Captrust Financial Advisors704,919$223.83M0.7%+37.5%1.097%
5/16/2024 Caxton Associates LP8,266$2.63M0.1%+66.1%0.013%
5/16/2024 Paloma Partners Management Co3,801$1.21M0.1%N/A0.006%
5/15/2024 Ascent Group LLC1,184$376K0.0%-10.0%0.002%
5/15/2024 Perbak Capital Partners LLP15,811$5.02M6.3%N/A0.025%
5/15/2024 Mount Yale Investment Advisors LLC1,807$574K0.0%-5.9%0.003%
5/15/2024 Public Employees Retirement System of Ohio31,399$9.97M0.0%-2.2%0.049%
5/15/2024 Public Employees Retirement Association of Colorado6,723$2.14M0.0%-9.5%0.010%
5/15/2024 Price T Rowe Associates Inc. MD84,341$26.78M0.0%-15.8%0.131%
5/15/2024 BOKF NA14,961$4.71M0.1%+33.4%0.023%
5/15/2024 Hyperion Capital Advisors LP1,010$321K0.2%N/A0.002%
5/15/2024 Lazard Asset Management LLC48,423$15.38M0.0%-46.1%0.075%
5/15/2024 Linscomb Wealth Inc.65,872$20.92M1.1%-4.7%0.103%
5/14/2024 Westwood Holdings Group Inc.4,211$1.34M0.0%N/A0.007%
5/14/2024 Capital Research Global Investors2,737,061$869.10M0.2%-18.6%4.260%
5/14/2024 Rodgers Brothers Inc.76,028$24.14M3.3%-23.7%0.118%
5/14/2024 Advisors Asset Management Inc.10,952$3.48M0.1%-1.3%0.017%
5/14/2024 EP Wealth Advisors LLC654$208K0.0%N/A0.001%
5/14/2024 CreativeOne Wealth LLC2,483$788K0.0%+82.0%0.004%
5/14/2024 EntryPoint Capital LLC93$30K0.0%+520.0%0.000%
5/14/2024 Vident Advisory LLC50,859$16.15M0.3%-31.9%0.079%
5/14/2024 Shell Asset Management Co.3,435$1.09M0.0%-47.8%0.005%
5/14/2024 Tiemann Investment Advisors LLC880$279K0.1%N/A0.001%
5/14/2024 Pitcairn Co.1,132$359K0.0%+9.5%0.002%
5/14/2024 CANADA LIFE ASSURANCE Co49,194$15.62M0.0%-4.3%0.077%
5/14/2024 Round Hill Asset Management5,145$1.63M1.0%-32.4%0.008%
5/14/2024 American International Group Inc.84,974$26.98M0.1%-2.0%0.132%
5/14/2024 Twin Capital Management Inc.10,462$3.32M0.4%-7.7%0.016%
5/14/2024 Lake Street Advisors Group LLC752$239K0.0%N/A0.001%
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5/13/2024 Bessemer Group Inc.489$155K0.0%+374.8%0.001%
5/13/2024 UniSuper Management Pty Ltd900$286K0.0%N/A0.001%
5/13/2024 Clearbridge Investments LLC149,666$47.52M0.0%-33.6%0.233%
5/13/2024 Balanced Rock Investment Advisors LLC1,399$444K0.4%-26.0%0.002%
5/13/2024 O Shaughnessy Asset Management LLC19,447$6.18M0.1%+64.5%0.030%
5/13/2024 Ameritas Investment Partners Inc.23,542$7.48M0.3%-8.6%0.037%
5/11/2024 Covestor Ltd112$35K0.0%-25.8%0.000%
5/10/2024 Ontario Teachers Pension Plan Board9,576$3.04M0.0%-22.6%0.015%
5/10/2024 TIAA Trust National Association633$201K0.0%N/A0.001%
5/10/2024 Vanguard Group Inc.6,622,109$2.10B0.0%-9.5%10.306%
5/10/2024 Westfield Capital Management Co. LP37,700$11.97M0.1%+7.5%0.059%
5/10/2024 Intech Investment Management LLC988$314K0.0%N/A0.002%
5/10/2024 Clearstead Trust LLC180$57K0.0%-61.6%0.000%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp90,857$28.71M0.1%+9.2%0.141%
5/10/2024 Jupiter Asset Management Ltd.101,123$32.11M0.3%+3,439.5%0.157%
5/10/2024 Tocqueville Asset Management L.P.11,326$3.60M0.1%+4.0%0.018%
5/9/2024 Orion Portfolio Solutions LLC14,788$4.70M0.1%-12.8%0.023%
5/9/2024 Blair William & Co. IL12,546$3.98M0.0%-9.0%0.020%
5/9/2024 Renasant Bank2,674$849K0.6%-5.5%0.004%
5/9/2024 Kingsview Wealth Management LLC3,363$1.07M0.0%-91.3%0.005%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.35,113$11.15M0.0%+665.5%0.055%
5/9/2024 Roanoke Asset Management Corp NY950$302K0.1%N/A0.001%
5/9/2024 Foundry Partners LLC763$242K0.0%N/A0.001%
5/9/2024 State Board of Administration of Florida Retirement System70,796$22.48M0.0%+10.6%0.110%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.60,296$19.15M0.1%N/A0.094%
5/8/2024 Entropy Technologies LP6,281$1.99M0.2%N/A0.010%
5/8/2024 Motley Fool Asset Management LLC4,868$1.55M0.1%+315.0%0.008%
5/8/2024 Sheets Smith Wealth Management12,150$3.86M0.4%+0.8%0.019%
5/8/2024 Bleakley Financial Group LLC1,199$381K0.0%+6.3%0.002%
5/8/2024 Great Diamond Partners LLC13,151$4.18M1.0%N/A0.020%
5/8/2024 ProShare Advisors LLC164,837$52.34M0.1%-24.1%0.257%
5/8/2024 Avantax Advisory Services Inc.1,013$322K0.0%-11.1%0.002%
5/8/2024 US Bancorp DE33,385$10.60M0.0%-5.6%0.052%
5/8/2024 Isthmus Partners LLC1,496$475K0.1%-4.8%0.002%
5/8/2024 Russell Investments Group Ltd.13,383$4.25M0.0%+39.6%0.021%
5/8/2024 QRG Capital Management Inc.4,037$1.28M0.0%-29.1%0.006%
5/8/2024 Inspire Investing LLC2,808$892K0.1%N/A0.004%
5/7/2024 Sei Investments Co.7,281$2.31M0.0%+28.8%0.011%
5/7/2024 Abbrea Capital LLC775$246K0.0%N/A0.001%
5/7/2024 Atomi Financial Group Inc.681$216K0.0%N/A0.001%
5/7/2024 Horizon Investment Services LLC717$228K0.1%N/A0.001%
5/7/2024 Swiss National Bank182,500$57.95M0.0%+52.0%0.284%
5/7/2024 Forsta AP Fonden40,900$12.99M0.1%N/A0.064%
5/7/2024 Lisanti Capital Growth LLC1,630$518K0.1%N/A0.003%
5/7/2024 Empirical 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%
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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%
(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, 737 institutional investors and hedge funds held shares of Williams-Sonoma. The most heavily invested institutionals were Vanguard Group Inc. ($2.10B), FMR LLC ($1.14B), Capital Research Global Investors ($869.10M), Blackhill Capital Inc. ($796.19M), BlackRock Inc. ($753.43M), Aristotle Capital Management LLC ($715.38M), 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 615 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), Barclays PLC ($549.44K), Principal Financial Group Inc. ($387.27K), Pacer Advisors Inc. ($360.28K), and Jupiter Asset Management Ltd. ($343.52K).

How much institutional buying is happening at Williams-Sonoma?

Institutional investors have bought a total of 15,280,675 shares in the last 24 months. This purchase volume represents approximately $2.23B in transactions.

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

Of the 444 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), Vanguard Group Inc. ($1.10M), Capital Research Global Investors ($1.06M), Congress Asset Management Co. MA ($878.84K), BlackRock Inc. ($442.00K), FMR LLC ($435.85K), and Envestnet Asset Management Inc. ($396.97K).

How much institutional selling is happening at Williams-Sonoma?

Institutional investors have sold a total of 12,743,280 shares in the last 24 months. This volume of shares sold represents approximately $2.15B in transactions.


This page (NYSE:WSM) was last updated on 5/18/2024 by MarketBeat.com Staff

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