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Williams-Sonoma (WSM) Institutional Ownership

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$202.72 +3.60 (+1.81%)
As of 01/17/2025 03:59 PM Eastern
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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)
583
Total
Institutional Inflows
(last 12 months)
$3.80B
Number of
Institutional Sellers
(last 12 months)
275
Total
Institutional Outflows
(last 12 months)
$603.84M
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WSM Institutional Buying and Selling by Quarter

Williams-Sonoma Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Whalen Wealth Management Inc.1,500$278K0.2%N/A0.001%
1/17/2025 Beacon Investment Advisory Services Inc.28,955$5.36M0.2%-0.5%0.024%
1/17/2025 Mutual Advisors LLC1,297$258K0.0%N/A0.001%
1/17/2025 Wendell David Associates Inc.3,500$648K0.1%-5.4%0.003%
1/17/2025 Wesbanco Bank Inc.2,040$378K0.0%N/A0.002%
1/17/2025 Janney Montgomery Scott LLC8,679$1.61M0.0%+42.0%0.007%
1/17/2025 SG Americas Securities LLC679$126K0.0%-76.2%0.001%
1/17/2025 Albion Financial Group UT11,802$2.19M0.1%+2.8%0.010%
1/17/2025 Nisa Investment Advisors LLC116,060$21.49M0.1%-7.1%0.094%
1/17/2025 Simon Quick Advisors LLC1,233$228K0.0%N/A0.001%
1/17/2025 Roberts Wealth Advisors LLC27,147$5.39M1.6%+25.4%0.022%
1/17/2025 Planned Solutions Inc.1,200$222K0.1%+25.0%0.001%
1/17/2025 Atomi Financial Group Inc.1,540$285K0.0%+7.2%0.001%
1/17/2025 Transform Wealth LLC14,459$2.68M0.1%+3.2%0.012%
1/16/2025 Crossmark Global Holdings Inc.38,339$7.10M0.1%-22.2%0.031%
1/16/2025 Ballentine Partners LLC5,516$1.02M0.0%+2.7%0.004%
1/16/2025 Prairiewood Capital LLC4,120$763K0.3%-41.8%0.003%
1/16/2025 MassMutual Private Wealth & Trust FSB3,363$623K0.0%-23.8%0.003%
1/16/2025 UMB Bank n.a.841$156K0.0%+57.8%0.001%
1/16/2025 M.E. Allison & CO. Inc.2,257$418K0.5%N/A0.002%
1/16/2025 Diversify Advisory Services LLC1,863$367K0.0%-42.3%0.002%
1/16/2025 Diversify Wealth Management LLC5,119$1.01M0.1%+56.0%0.004%
1/16/2025 Romano Brothers AND Company32,160$5.96M0.8%-3.3%0.026%
1/15/2025 Aaron Wealth Advisors LLC1,319$244K0.0%N/A0.001%
1/15/2025 Hanseatic Management Services Inc.2,837$525K0.7%+7.6%0.002%
1/15/2025 HB Wealth Management LLC2,879$533K0.0%N/A0.002%
1/15/2025 B & T Capital Management DBA Alpha Capital Management40,584$7.52M1.4%-4.6%0.033%
1/15/2025 Trivant Custom Portfolio Group LLC7,367$1.36M0.8%+52.8%0.006%
1/15/2025 Merit Financial Group LLC7,139$1.32M0.0%N/A0.006%
1/15/2025 Saxon Interests Inc.2,282$423K0.2%-10.4%0.002%
1/15/2025 Wealthcare Advisory Partners LLC1,393$258K0.0%N/A0.001%
1/15/2025 Hennessy Advisors Inc.24,700$4.57M0.1%-5.4%0.020%
1/15/2025 Empirical Asset Management LLC2,764$512K0.0%+19.0%0.002%
1/15/2025 Shulman DeMeo Asset Management LLC14,057$2.60M0.7%-1.6%0.011%
1/15/2025 Retireful LLC8,447$1.56M0.9%N/A0.007%
1/15/2025 Ritholtz Wealth Management14,747$2.73M0.1%-6.0%0.012%
1/15/2025 Gateway Investment Advisers LLC7,119$1.32M0.0%-61.9%0.006%
1/15/2025 West Coast Financial LLC61,354$11.36M1.3%-0.8%0.050%
1/15/2025 Hennion & Walsh Asset Management Inc.22,473$4.16M0.2%+5.8%0.018%
1/14/2025 Lakewood Asset Management LLC23,367$4.33M3.0%-0.6%0.019%
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1/14/2025 Stonebridge Capital Management Inc.20,620$3.82M1.6%-1.0%0.017%
1/14/2025 Paragon Capital Management Ltd1,114$206K0.0%N/A0.001%
1/14/2025 SignalPoint Asset Management LLC1,129$209K0.1%N/A0.001%
1/14/2025 Carolina Wealth Advisors LLC39,568$7.33M3.9%-1.7%0.032%
1/14/2025 Burney Co.4,417$818K0.0%-2.1%0.004%
1/14/2025 Radnor Capital Management LLC45,800$8.48M1.4%-10.8%0.037%
1/14/2025 Kathmere Capital Management LLC1,540$285K0.0%-13.3%0.001%
1/14/2025 Assenagon Asset Management S.A.7,769$1.44M0.0%-12.7%0.006%
1/14/2025 Fifth Third Wealth Advisors LLC4,948$916K0.0%-1.5%0.004%
1/14/2025 Rosenberg Matthew Hamilton370$69K0.0%+69.7%0.000%
1/13/2025 Gleason Group Inc.12,516$2.32M0.4%-30.8%0.010%
1/13/2025 Cullen Investment Group LTD.1,235$229K0.0%-8.4%0.001%
1/13/2025 Elevated Capital Advisors LLC6,548$1.21M0.3%-8.7%0.005%
1/13/2025 Fulcrum Capital LLC1,800$333K0.1%-51.6%0.001%
1/13/2025 Cooper Financial Group5,845$1.08M0.1%+6.6%0.005%
1/13/2025 Wedmont Private Capital2,047$403K0.0%N/A0.002%
1/13/2025 Westmount Partners LLC6,242$1.16M0.4%+1.0%0.005%
1/10/2025 Tilia Fiduciary Partners Inc.11,278$2.09M1.4%-2.6%0.009%
1/10/2025 Wealth Enhancement Advisory Services LLC26,024$4.82M0.0%+0.6%0.021%
1/10/2025 ORG Partners LLC250$46K0.0%N/A0.000%
1/8/2025 Private Client Services LLC2,892$536K0.3%-48.8%0.002%
1/8/2025 Fulton Bank N.A.11,923$2.21M0.1%+4.0%0.010%
1/6/2025 Canandaigua National Bank & Trust Co.1,389$257K0.0%N/A0.001%
1/6/2025 Kozak & Associates Inc.201$39K0.0%N/A0.000%
1/6/2025 CWA Asset Management Group LLC20,281$3.76M0.2%+29.8%0.016%
1/6/2025 Pensionfund Sabic8,500$1.57M0.4%N/A0.007%
1/6/2025 Nordea Investment Management AB527,740$97.88M0.1%+48.5%0.429%
1/3/2025 Everence Capital Management Inc.3,500$648K0.0%N/A0.003%
1/3/2025 GAMMA Investing LLC1,633$302K0.0%-4.6%0.001%
12/26/2024JPMorgan Chase & Co.622,279$96.40M0.0%+118.6%0.506%
12/19/2024Principal Financial Group Inc.1,020,489$158.09M0.1%+84.5%0.829%
12/10/2024DGS Capital Management LLC3,885$602K0.2%+106.2%0.003%
12/6/2024Logan Capital Management Inc.182,328$28.25M1.2%+98.0%0.148%
12/6/2024Retirement Systems of Alabama206,645$32.01M0.1%+72.3%0.168%
11/27/2024Franklin Resources Inc.247,243$36.12M0.0%+129.1%0.201%
11/26/2024Peapack Gladstone Financial Corp21,707$3.36M0.0%+89.9%0.018%
11/25/2024Synovus Financial Corp6,893$1.07M0.0%+132.2%0.006%
11/25/2024Tidal Investments LLC4,382$679K0.0%+137.4%0.004%
11/25/2024Wilmington Savings Fund Society FSB10,344$1.60M0.0%+457.9%0.008%
11/25/2024World Investment Advisors LLC149,260$23.12M0.6%N/A0.121%
11/25/2024Sanctuary Advisors LLC42,789$7.36M0.0%+97.0%0.034%
11/21/2024Anchor Investment Management LLC660$102K0.0%+140.0%0.001%
11/21/2024SkyView Investment Advisors LLC5,103$791K0.1%+101.9%0.004%
11/19/2024Second Line Capital LLC1,308$203K0.1%N/A0.001%
11/19/2024TCW Group Inc.12,641$1.96M0.0%N/A0.010%
11/18/2024Soltis Investment Advisors LLC15,302$2.37M0.2%+32.0%0.012%
11/18/2024Hobbs Group Advisors LLC236$37K0.0%+100.0%0.000%
11/18/2024Virtue Capital Management LLC6,628$1.03M0.2%+6.7%0.005%
11/18/2024Teachers Retirement System of The State of Kentucky42,484$6.58M0.1%+94.9%0.034%
11/18/2024Toronto Dominion Bank15,897$2.46M0.0%+171.7%0.013%
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11/18/2024Coldstream Capital Management Inc.27,012$4.18M0.1%+106.6%0.021%
11/16/2024Geode Capital Management LLC2,689,451$418.22M0.0%+107.5%2.129%
11/15/2024Insight Inv LLC21,866$3.39M2.8%+81.3%0.017%
11/15/2024Goodman Advisory Group LLC2,332$361K0.1%+10.9%0.002%
11/15/2024Brophy Wealth Management LLC2,879$446K0.2%N/A0.002%
11/15/2024Vestcor Inc115,026$17.82M0.6%+74.8%0.091%
11/15/2024M&T Bank Corp27,577$4.27M0.0%+100.4%0.022%
11/15/2024Public Employees Retirement System of Ohio55,225$8.56M0.0%+81.1%0.044%
11/15/2024Nomura Asset Management Co. Ltd.99,291$15.38M0.0%+164.0%0.079%
11/15/2024MML Investors Services LLC6,189$959K0.0%+48.4%0.005%
(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, 824 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 722 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 33,041,361 shares in the last 24 months. This purchase volume represents approximately $4.29B in transactions.

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

Of the 436 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 ($854.13K), 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 10,663,974 shares in the last 24 months. This volume of shares sold represents approximately $1.04B in transactions.


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This page (NYSE:WSM) was last updated on 1/20/2025 by MarketBeat.com Staff
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