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Williams-Sonoma (WSM) Institutional Ownership

Williams-Sonoma logo
$175.04 +37.79 (+27.53%)
(As of 11/20/2024 ET)

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

Current
Institutional Ownership
Percentage
99.29%
Number of
Institutional Buyers
(last 12 months)
567
Total
Institutional Inflows
(last 12 months)
$3.57B
Number of
Institutional Sellers
(last 12 months)
270
Total
Institutional Outflows
(last 12 months)
$647.58M
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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
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%
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%
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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 Cantonalbank 159,320$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%
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 Company 94,973$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%
11/12/2024 Pitcairn Co.5,399$836K0.0%+68.0%0.004%
11/12/2024 Hamilton Point Investment Advisors LLC57,096$8.85M1.6%+98.9%0.045%
11/12/2024 Canopy Partners LLC2,193$340K0.1%+96.3%0.002%
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11/12/2024 Kingsview Wealth Management LLC5,122$794K0.0%-42.0%0.004%
11/12/2024 Cerity Partners LLC29,959$4.64M0.0%+67.4%0.024%
11/12/2024 Covenant Asset Management LLC1,510$234K0.0%+100.0%0.001%
11/12/2024 Citigroup Inc.549,118$85.07M0.0%+100.3%0.435%
11/12/2024 Raymond James Trust N.A.4,570$708K0.0%+54.9%0.004%
11/12/2024 Eagle Asset Management Inc.31,199$4.83M0.0%N/A0.025%
11/12/2024 Activest Wealth Management800$124K0.0%+100.0%0.001%
11/12/2024 Charles Schwab Investment Management Inc.833,355$129.10M0.0%+98.4%0.660%
11/12/2024 Smithfield Trust Co160$25K0.0%+100.0%0.000%
11/12/2024 Pacer Advisors Inc.2,110,320$326.93M0.7%+118.7%1.670%
(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, 809 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 706 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), Jacobs Levy Equity Management Inc. ($804.37K), and Norges Bank ($757.47K).

How much institutional buying is happening at Williams-Sonoma?

Institutional investors have bought a total of 31,555,614 shares in the last 24 months. This purchase volume represents approximately $4.05B in transactions.

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

Of the 429 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 10,658,930 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 11/21/2024 by MarketBeat.com Staff
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