Free Trial

Williams-Sonoma (WSM) Institutional Ownership

Williams-Sonoma logo
$183.68 +4.09 (+2.28%)
(As of 12/20/2024 05:45 PM ET)

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

Current
Institutional Ownership
Percentage
99.29%
Number of
Institutional Buyers
(last 12 months)
570
Total
Institutional Inflows
(last 12 months)
$3.71B
Number of
Institutional Sellers
(last 12 months)
269
Total
Institutional Outflows
(last 12 months)
$619.53M
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
12/19/2024 Principal Financial Group Inc.1,020,489$158.09M0.1%+84.5%0.829%
12/10/2024 DGS Capital Management LLC3,885$602K0.2%+106.2%0.003%
12/6/2024 Logan Capital Management Inc.182,328$28.25M1.2%+98.0%0.148%
12/6/2024 Retirement Systems of Alabama206,645$32.01M0.1%+72.3%0.168%
11/27/2024 Franklin Resources Inc.247,243$36.12M0.0%+129.1%0.201%
11/26/2024 Peapack Gladstone Financial Corp21,707$3.36M0.0%+89.9%0.017%
11/25/2024 Synovus Financial Corp6,893$1.07M0.0%+132.2%0.005%
11/25/2024 Tidal Investments LLC4,382$679K0.0%+137.4%0.003%
11/25/2024 Wilmington Savings Fund Society FSB10,344$1.60M0.0%+457.9%0.008%
11/25/2024 World Investment Advisors LLC149,260$23.12M0.6%N/A0.118%
11/25/2024 Sanctuary Advisors LLC42,789$7.36M0.0%+97.0%0.034%
11/21/2024 Anchor Investment Management LLC660$102K0.0%+140.0%0.001%
11/21/2024 SkyView Investment Advisors LLC5,103$791K0.1%+101.9%0.004%
11/19/2024 Second Line Capital LLC1,308$203K0.1%N/A0.001%
11/19/2024 TCW Group Inc.12,641$1.96M0.0%N/A0.010%
11/18/2024 Soltis Investment Advisors LLC15,302$2.37M0.2%+32.0%0.012%
11/18/2024 Hobbs Group Advisors LLC236$37K0.0%+100.0%0.000%
11/18/2024 Virtue Capital Management LLC6,628$1.03M0.2%+6.7%0.005%
11/18/2024 Teachers Retirement System of The State of Kentucky42,484$6.58M0.1%+94.9%0.034%
11/18/2024 Toronto Dominion Bank15,897$2.46M0.0%+171.7%0.013%
11/18/2024 Coldstream Capital Management Inc.27,012$4.18M0.1%+106.6%0.021%
11/16/2024 Geode Capital Management LLC2,689,451$418.22M0.0%+107.5%2.129%
11/15/2024 Insight Inv LLC21,866$3.39M2.8%+81.3%0.017%
11/15/2024 Goodman Advisory Group LLC2,332$361K0.1%+10.9%0.002%
11/15/2024 Brophy Wealth Management LLC2,879$446K0.2%N/A0.002%
11/15/2024 Vestcor Inc115,026$17.82M0.6%+74.8%0.091%
11/15/2024 M&T Bank Corp27,577$4.27M0.0%+100.4%0.022%
11/15/2024 Public Employees Retirement System of Ohio55,225$8.56M0.0%+81.1%0.044%
11/15/2024 Nomura Asset Management Co. Ltd.99,291$15.38M0.0%+164.0%0.079%
11/15/2024 MML Investors Services LLC6,189$959K0.0%+48.4%0.005%
11/15/2024 Kimelman & Baird LLC2,144$332K0.0%+100.0%0.002%
11/15/2024 Kensington Investment Counsel LLC50,446$7.82M3.3%+49.9%0.040%
11/15/2024 Dorsey Wright & Associates2,082$323K0.1%+99.4%0.002%
11/15/2024 Orion Portfolio Solutions LLC30,676$4.75M0.1%+112.6%0.024%
11/15/2024 World Investment Advisors LLC149,260$23.12M0.1%N/A0.118%
11/15/2024 National Bank of Canada FI14,416$2.23M0.0%+51.7%0.011%
11/15/2024 iA Global Asset Management Inc.5,527$856K0.0%+232.6%0.004%
11/15/2024 EP Wealth Advisors LLC1,556$241K0.0%+79.9%0.001%
11/15/2024 Kovitz Investment Group Partners LLC18,927$2.87M0.0%+109.6%0.015%
11/15/2024 Virtus Investment Advisers Inc.800$124K0.1%+100.0%0.001%
We recommended Palantir in 2021, now we’re recommending this... (Ad)

My research indicates there is only one investment that can meet AI's unprecedented demand for energy.

Click to get the name and ticker symbol
11/15/2024 Wellington Management Group LLP20,390$3.16M0.0%+150.1%0.016%
11/15/2024 Worldquant Millennium Advisors LLC104,182$16.14M0.1%N/A0.082%
11/15/2024 Weiss Asset Management LP2,495$387K0.0%N/A0.002%
11/15/2024 Tabor Asset Management LP62,957$9.75M4.7%+50.8%0.050%
11/15/2024 State Street Corp5,329,125$825.59M0.0%+108.8%4.218%
11/15/2024 Stifel Financial Corp19,535$3.03M0.0%+94.8%0.015%
11/15/2024 Systematic Financial Management LP202,296$31.34M0.8%+111.0%0.160%
11/15/2024 Quantinno Capital Management LP26,511$4.11M0.1%+147.7%0.021%
11/15/2024 Quarry LP392$61K0.0%+122.7%0.000%
11/15/2024 RBF Capital LLC2,000$310K0.0%+100.0%0.002%
11/15/2024 Polymer Capital Management HK LTD1,800$279K0.1%N/A0.001%
11/15/2024 Motley Fool Asset Management LLC2,337$353K0.0%+94.1%0.002%
11/15/2024 III Capital Management8,600$1.33M0.1%N/A0.007%
11/15/2024 Ingalls & Snyder LLC66,625$10.32M0.4%+119.8%0.053%
11/15/2024 Investment Management Corp of Ontario31,890$4.94M0.1%+111.3%0.025%
11/15/2024 Jacobs Levy Equity Management Inc.1,036,256$160.54M0.6%+324.4%0.820%
11/15/2024 Janus Henderson Group PLC322,249$49.92M0.0%-0.2%0.255%
11/15/2024 HighTower Advisors LLC115,512$17.89M0.0%+639.1%0.091%
11/15/2024 Centiva Capital LP2,286$354K0.0%-64.8%0.002%
11/15/2024 Ascent Group LLC2,441$378K0.0%+36.8%0.002%
11/15/2024 Beacon Investment Advisory Services Inc.29,100$4.51M0.2%+93.4%0.023%
11/15/2024 Benjamin Edwards Inc.2,385$369K0.0%N/A0.002%
11/15/2024 Atom Investors LP18,003$2.79M0.3%+311.9%0.014%
11/15/2024 Kestra Investment Management LLC3,378$523K0.0%N/A0.003%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp21,461$3.33M0.0%+83.6%0.017%
11/14/2024 Edgestream Partners L.P.2,679$415K0.0%-27.6%0.002%
11/14/2024 Caisse DE Depot ET Placement DU Quebec751,735$116.46M0.2%+97.9%0.595%
11/14/2024 PDT Partners LLC20,400$3.16M0.3%N/A0.016%
11/14/2024 Captrust Financial Advisors620,661$96.15M0.3%+102.5%0.491%
11/14/2024 Centric Wealth Management23,729$3.68M0.9%-0.5%0.019%
11/14/2024 Isthmus Partners LLC3,437$532K0.1%N/A0.003%
11/14/2024 Hantz Financial Services Inc.3,104$481K0.0%+70.1%0.002%
11/14/2024 Hyperion Capital Advisors LP2,020$313K0.1%+100.0%0.002%
11/14/2024 Financial Counselors Inc.1,294$200K0.0%N/A0.001%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,105,336$171.24M0.0%+104.8%0.875%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank159,320$24.68M0.1%+117.1%0.126%
11/14/2024 Bell Investment Advisors Inc320$50K0.0%+105.1%0.000%
11/14/2024 MetLife Investment Management LLC69,881$10.83M0.1%+96.5%0.055%
11/14/2024 CreativeOne Wealth LLC5,743$890K0.0%+241.8%0.005%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund300,000$46.48M0.1%N/A0.237%
11/13/2024 Glenmede Trust Co. NA254,394$39.41M0.2%+129.1%0.201%
11/13/2024 Bridgewater Associates LP145,527$22.55M0.1%+299.2%0.115%
11/13/2024 Cynosure Group LLC2,403$372K0.1%N/A0.002%
11/13/2024 Townsquare Capital LLC30,024$4.65M0.1%+116.6%0.024%
11/13/2024 Cadence Bank5,740$889K0.1%+100.0%0.005%
11/13/2024 Transamerica Financial Advisors Inc.739$115K0.0%N/A0.001%
11/13/2024 BNP Paribas Financial Markets62,481$9.68M0.0%-38.5%0.049%
11/13/2024 Brooklyn Investment Group179$28K0.0%N/A0.000%
11/13/2024 Quantbot Technologies LP40,331$6.25M0.2%+471.1%0.032%
11/13/2024 D.A. Davidson & CO.5,648$875K0.0%+63.9%0.004%
Has Trump Finally Gone Too Far? (Ad)

Lately, there's been a lot of buzz around a secret loophole executive insiders are using to make millions buying and selling their own stocks. It's so powerful ... so profitable ... that most people immediately assume this is just another example of Trump doing what's best for business executives. But surprisingly, this loophole has been on the books for many years and executives have been using it to make HUNDREDS of millions of dollars. And here's the good news.

Register For The Webinar To Discover
11/13/2024 FMR LLC8,781,201$1.36B0.1%+72.7%6.950%
11/13/2024 Blue Investment Partners LLC1,963$304K0.1%+67.9%0.002%
11/13/2024 The Manufacturers Life Insurance Company94,973$14.71M0.0%+76.4%0.075%
11/13/2024 Bank of Montreal Can62,765$9.69M0.0%-27.3%0.050%
11/13/2024 Private Trust Co. NA1,961$304K0.0%+150.1%0.002%
11/13/2024 Brown Brothers Harriman & Co.2,988$463K0.0%+102.3%0.002%
11/13/2024 Daiwa Securities Group Inc.9,700$1.50M0.0%+131.0%0.008%
11/12/2024 Round Hill Asset Management9,787$1.52M1.0%+98.0%0.008%
11/12/2024Larson Financial Group LLC2,054$318K0.0%+122.1%0.002%
11/12/2024 Penserra Capital Management LLC10,483$1.62M0.0%+90.8%0.008%
(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, 808 institutional investors and hedge funds held shares of Williams-Sonoma. The most heavily invested institutionals were Vanguard Group Inc. ($2.10B), FMR LLC ($1.36B), Capital Research Global Investors ($869.10M), State Street Corp ($825.59M), Blackhill Capital Inc. ($796.19M), BlackRock Inc. ($753.43M), and Aristotle Capital Management LLC ($715.38M).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 707 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 ($3.70M), State Street Corp ($2.78M), Pacer Advisors Inc. ($1.72M), Charles Schwab Investment Management Inc. ($1.46M), Geode Capital Management LLC ($1.43M), Principal Financial Group Inc. ($1.17M), and Jacobs Levy Equity Management Inc. ($804.37K).

How much institutional buying is happening at Williams-Sonoma?

Institutional investors have bought a total of 32,538,334 shares in the last 24 months. This purchase volume represents approximately $4.20B in transactions.

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

Of the 428 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: Vanguard Group Inc. ($1.10M), Capital Research Global Investors ($906.89K), Congress Asset Management Co. MA ($863.74K), HS Management Partners LLC ($724.62K), FMR LLC ($435.85K), Envestnet Asset Management Inc. ($396.97K), and Los Angeles Capital Management LLC ($244.97K).

How much institutional selling is happening at Williams-Sonoma?

Institutional investors have sold a total of 10,646,396 shares in the last 24 months. This volume of shares sold represents approximately $1.03B in transactions.



This page (NYSE:WSM) was last updated on 12/21/2024 by MarketBeat.com Staff
From Our Partners