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Williams-Sonoma (WSM) Institutional Ownership

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$147.95 +0.06 (+0.04%)
Closing price 04/11/2025 03:59 PM Eastern
Extended Trading
$144.59 -3.36 (-2.27%)
As of 04/11/2025 07:48 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Williams-Sonoma (NYSE:WSM)

Current
Institutional Ownership
Percentage
99.29%
Number of
Institutional Buyers
(last 12 months)
649
Total
Institutional Inflows
(last 12 months)
$4.71B
Number of
Institutional Sellers
(last 12 months)
401
Total
Institutional Outflows
(last 12 months)
$2.72B
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WSM Institutional Buying and Selling by Quarter

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Williams-Sonoma Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/11/2025Gateway Investment Advisers LLC7,731$1.22M0.0%+8.6%0.006%
4/11/2025Congress Asset Management Co.6,143$971K0.0%-94.2%0.005%
4/11/2025Radnor Capital Management LLC45,425$7.18M1.2%-0.8%0.037%
4/11/2025Evexia Wealth LLC54,352$8.60M3.1%-0.9%0.044%
4/11/2025Procyon Advisors LLC1,484$235K0.0%N/A0.001%
4/11/2025Curat Global LLC9,000$1.42M1.7%N/A0.007%
4/11/2025E. Ohman J or Asset Management AB5,900$933K0.0%-7.8%0.005%
4/11/2025Vest Financial LLC128,833$20.37M0.3%-32.4%0.104%
4/11/2025West Coast Financial LLC31,233$4.94M0.6%-49.1%0.025%
4/10/2025 Retireful LLC6,977$1.11M1.1%-17.4%0.006%
4/10/2025 Portside Wealth Group LLC3,955$625K0.1%+45.7%0.003%
4/10/2025 Hennion & Walsh Asset Management Inc.20,041$3.17M0.1%-10.8%0.016%
4/10/2025 Romano Brothers AND Company25,040$3.96M0.5%-22.1%0.020%
4/9/2025 Sentry Investment Management LLC219$32K0.0%N/A0.000%
4/9/2025 RFG Advisory LLC3,452$546K0.0%-4.0%0.003%
4/9/2025 Fulton Bank N.A.10,975$1.74M0.1%-8.0%0.009%
4/9/2025 Merit Financial Group LLC7,656$1.21M0.0%+7.2%0.006%
4/9/2025 Shulman DeMeo Asset Management LLC13,819$2.19M0.6%-1.7%0.011%
4/9/2025 Czech National Bank28,274$4.47M0.0%N/A0.023%
4/9/2025 JGP Wealth Management LLC6,273$992K0.1%-35.0%0.005%
4/9/2025 Kaizen Financial Strategies2,080$329K0.2%N/A0.002%
4/8/2025 Rhumbline Advisers348,754$55.14M0.1%-24.8%0.282%
4/8/2025 Fifth Third Wealth Advisors LLC2,540$402K0.0%-48.7%0.002%
4/8/2025 Cascade Investment Advisors Inc.14,213$2.25M1.5%-2.5%0.012%
4/8/2025 Fulcrum Capital LLC2,010$318K0.1%+11.7%0.002%
4/8/2025 Private Client Services LLC2,153$340K0.2%-25.6%0.002%
4/7/2025 GAMMA Investing LLC264,343$41.79M0.0%+16,087.6%0.214%
4/7/2025 AdvisorNet Financial Inc512$81K0.0%+25.2%0.000%
4/3/2025 Versant Capital Management Inc2,918$461K0.1%+789.6%0.002%
4/1/2025 MassMutual Private Wealth & Trust FSB2,376$376K0.0%-29.3%0.002%
3/28/2025Berkeley Inc10,004$1.85M1.0%-49.9%0.008%
3/18/2025California State Teachers Retirement System199,077$36.87M0.0%-4.2%0.162%
3/18/2025111 Capital3,006$557K0.1%N/A0.002%
3/17/2025Wealth Enhancement Advisory Services LLC54,745$10.14M0.0%+111.7%0.044%
3/13/2025PKO Investment Management Joint Stock Co6,000$1.11M0.1%N/A0.005%
3/4/2025Siemens Fonds Invest GmbH1,396$260K0.0%+6.4%0.001%
2/28/2025Park Square Financial Group LLC466$86K0.1%N/A0.000%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH74,020$13.71M0.0%N/A0.060%
2/27/2025Jefferies Financial Group Inc.5,000$926K0.0%-69.8%0.004%
2/26/2025Virtue Capital Management LLC7,014$1.30M0.3%+5.8%0.006%
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2/25/2025Heck Capital Advisors LLC200$37K0.0%N/A0.000%
2/21/2025Ascent Group LLC2,385$442K0.0%-2.3%0.002%
2/20/2025Mackenzie Financial Corp10,985$2.03M0.0%+68.3%0.009%
2/20/2025Michels Family Financial LLC4,555$844K0.8%N/A0.004%
2/20/2025Peak Retirement Planning Inc.5,454$1.01M0.7%N/A0.004%
2/19/2025Toronto Dominion Bank16,526$3.06M0.0%+4.0%0.013%
2/19/2025Formidable Asset Management LLC12,632$2.34M0.4%-7.9%0.010%
2/19/2025Public Employees Retirement System of Ohio49,020$9.08M0.0%-11.2%0.040%
2/18/2025Neo Ivy Capital Management2,106$389K0.1%N/A0.002%
2/18/2025Western Wealth Management LLC7,189$1.33M0.4%-3.6%0.006%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,071,121$198.35M0.0%-3.1%0.870%
2/17/2025Worldquant Millennium Advisors LLC328,579$60.85M0.4%+215.4%0.267%
2/17/2025Vident Advisory LLC5,514$1.02M0.0%-13.7%0.004%
2/17/2025Tabor Asset Management LP40,015$7.41M3.5%-36.4%0.033%
2/17/2025Tidal Investments LLC6,460$1.20M0.0%+47.4%0.005%
2/17/2025Toronto Dominion Bank16,526$3.06M0.0%+4.0%0.013%
2/17/2025Systematic Financial Management LP212,689$39.39M1.0%+5.1%0.173%
2/17/2025Second Line Capital LLC1,205$223K0.1%-7.9%0.001%
2/17/2025Select Equity Group L.P.296,722$54.95M0.2%-1.3%0.241%
2/17/2025Snowden Capital Advisors LLC1,326$246K0.0%N/A0.001%
2/17/2025Royal Bank of Canada254,714$47.17M0.0%-32.9%0.207%
2/17/2025Rafferty Asset Management LLC2,885$534K0.0%-2.7%0.002%
2/17/2025Raiffeisen Bank International AG7,796$1.45M0.0%N/A0.006%
2/17/2025Redwood Investment Management LLC7,689$1.42M0.1%N/A0.006%
2/17/2025ProShare Advisors LLC248,104$45.94M0.1%-42.7%0.202%
2/17/2025Quantinno Capital Management LP42,527$7.88M0.1%+60.4%0.035%
2/17/2025Pathstone Holdings LLC43,088$7.98M0.0%-2.4%0.035%
2/17/2025MainStreet Investment Advisors LLC3,148$583K0.1%-23.3%0.003%
2/17/2025Man Group plc87,808$16.26M0.0%+18.9%0.071%
2/17/2025Nissay Asset Management Corp Japan ADV15,653$2.91M0.0%-2.3%0.013%
2/17/2025Nomura Holdings Inc.16,764$3.10M0.0%+20.4%0.014%
2/17/2025NorthRock Partners LLC1,933$358K0.0%N/A0.002%
2/17/2025Nuveen Asset Management LLC475,668$88.08M0.0%-25.4%0.386%
2/17/2025OMERS ADMINISTRATION Corp12,772$2.37M0.0%-25.9%0.010%
2/17/2025NDVR Inc.1,136$210K0.2%N/A0.001%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.17,712$3.28M0.0%+14.0%0.014%
2/17/2025Lazard Asset Management LLC23,688$4.39M0.0%+177.4%0.019%
2/17/2025Logan Capital Management Inc.168,897$31.28M1.3%-7.4%0.137%
2/17/2025LRT Capital Management LLC7,290$1.35M1.1%-9.2%0.006%
2/17/2025Laird Norton Wetherby Wealth Management LLC21,345$3.95M0.2%-3.0%0.017%
2/17/2025Jacobs Levy Equity Management Inc.1,168$216K0.0%-99.9%0.001%
2/17/2025Janus Henderson Group PLC327,421$60.63M0.0%+1.6%0.266%
2/17/2025Jefferies Financial Group Inc.5,000$926K0.0%-69.8%0.004%
2/17/2025Gotham Asset Management LLC153,070$28.35M0.3%+56.4%0.124%
2/17/2025Focus Partners Wealth4,805$897K0.0%+135.1%0.004%
2/17/2025Ensign Peak Advisors Inc88,672$16.42M0.0%+0.6%0.072%
2/17/2025Ethic Inc.7,353$1.36M0.0%+257.6%0.006%
2/17/2025Deutsche Bank AG380,160$70.40M0.0%+7.7%0.309%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,304$241K0.0%-87.1%0.001%
2/17/2025EP Wealth Advisors LLC1,429$265K0.0%-8.2%0.001%
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2/17/2025Crestline Management LP1,247$231K0.0%-48.1%0.001%
2/17/2025Cetera Investment Advisers13,234$2.45M0.0%+8.3%0.011%
2/17/2025BOKF NA33,119$6.52M0.1%-35.8%0.027%
2/17/2025Bridgefront Capital LLC3,180$589K0.2%N/A0.003%
2/17/2025Captrust Financial Advisors645,402$119.52M0.3%+4.0%0.524%
2/17/2025Cary Street Partners Financial LLC57,750$10.69M0.3%N/A0.047%
2/17/2025Balyasny Asset Management L.P.3,174$588K0.0%N/A0.003%
2/17/2025Baird Financial Group Inc.6,496$1.20M0.0%+13.8%0.005%
2/17/2025Baker Avenue Asset Management LP2,294$425K0.0%+9.0%0.002%
2/17/2025Bayesian Capital Management LP22,000$4.07M0.5%N/A0.018%
(Data available from 1/1/2016 forward)

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WSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WSM shares?

During the previous two years, 933 institutional investors and hedge funds held shares of Williams-Sonoma. The most heavily invested institutionals were Vanguard Group Inc. ($2.38B), Aristotle Capital Management LLC ($1.69B), Blackhill Capital Inc. ($1.45B), FMR LLC ($1.07B), State Street Corp ($825.59M), BlackRock Inc. ($753.43M), and Invesco Ltd. ($529.80M).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 816 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), Norges Bank ($2.32M), Pacer Advisors Inc. ($1.50M), Charles Schwab Investment Management Inc. ($1.46M), Geode Capital Management LLC ($1.43M), and Principal Financial Group Inc. ($1.12M).

How much institutional buying is happening at Williams-Sonoma?

Institutional investors have bought a total of 37,038,545 shares in the last 24 months. This purchase volume represents approximately $5.26B in transactions.

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

Of the 517 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: FMR LLC ($3.44M), Pacer Advisors Inc. ($2.08M), Capital Research Global Investors ($1.65M), Vanguard Group Inc. ($1.32M), Jacobs Levy Equity Management Inc. ($1.04M), Congress Asset Management Co. MA ($854.13K), and HS Management Partners LLC ($746.52K).

How much institutional selling is happening at Williams-Sonoma?

Institutional investors have sold a total of 22,306,093 shares in the last 24 months. This volume of shares sold represents approximately $3.26B in transactions.


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This page (NYSE:WSM) was last updated on 4/13/2025 by MarketBeat.com Staff
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