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Williams-Sonoma (WSM) Institutional Ownership

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$156.46 +1.99 (+1.29%)
As of 01:15 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)
661
Total
Institutional Inflows
(last 12 months)
$4.70B
Number of
Institutional Sellers
(last 12 months)
410
Total
Institutional Outflows
(last 12 months)
$2.98B
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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
5/1/2025Ballentine Partners LLC5,884$930K0.0%+6.7%0.005%
5/1/2025B & T Capital Management DBA Alpha Capital Management36,975$5.85M1.1%-8.9%0.030%
5/1/2025SkyOak Wealth LLC1,345$213K0.0%-53.0%0.001%
5/1/2025Martin Capital Advisors LLP23,757$3.76M2.7%-4.1%0.019%
5/1/2025Park Square Financial Group LLC240$38K0.0%-48.5%0.000%
5/1/2025Xponance Inc.24,591$3.89M0.0%-13.9%0.020%
4/30/2025Robeco Schweiz AG1,416$224K0.0%+15.7%0.001%
4/30/2025Genus Capital Management Inc.1,600$253K0.0%-195.0%0.001%
4/30/2025State of Michigan Retirement System40,100$6.34M0.0%+9.4%0.032%
4/30/2025Cerity Partners LLC45,217$7.15M0.0%+44.8%0.037%
4/30/2025Hunter Associates Investment Management LLC6,406$1.01M0.2%-48.8%0.005%
4/30/2025Telos Capital Management Inc.40,280$6.37M0.7%-4.9%0.033%
4/30/2025Alps Advisors Inc.2,050$324K0.0%-17.7%0.002%
4/30/2025MainStreet Investment Advisors LLC1,896$300K0.0%-39.8%0.002%
4/30/2025Nisa Investment Advisors LLC115,503$18.26M0.1%-0.5%0.094%
4/30/2025New Mexico Educational Retirement Board5,600$885K0.0%-78.5%0.005%
4/30/2025DekaBank Deutsche Girozentrale19,344$3.05M0.0%-4.9%0.016%
4/30/2025Valeo Financial Advisors LLC1,447$229K0.0%+8.7%0.001%
4/30/2025CapWealth Advisors LLC30,305$4.79M0.5%+0.3%0.025%
4/30/2025M&T Bank Corp23,073$3.65M0.0%-15.4%0.019%
4/30/2025Consolidated Capital Management LLC1,440$228K0.1%N/A0.001%
4/30/2025Crossmark Global Holdings Inc.50,779$8.03M0.1%+32.4%0.041%
4/29/2025 U.S. Capital Wealth Advisors LLC12,607$1.99M0.1%N/A0.010%
4/29/2025 Envestnet Asset Management Inc.310,127$49.03M0.0%-1.5%0.251%
4/29/2025 Penserra Capital Management LLC9,430$1.49M0.0%-30.9%0.008%
4/29/2025 Bank of New York Mellon Corp932,346$147.40M0.0%-16.9%0.755%
4/29/2025 Seascape Capital Management33,912$5.36M1.9%-23.1%0.027%
4/29/2025 World Investment Advisors2,296$363K0.0%+53.5%0.002%
4/29/2025 Wayfinding Financial LLC224$35K0.0%N/A0.000%
4/29/2025 von Borstel & Associates Inc.336$53K0.0%N/A0.000%
4/29/2025 Olde Wealth Management LLC624$98K0.0%N/A0.001%
4/29/2025 Truist Financial Corp358,242$56.64M0.1%+5.3%0.290%
4/29/2025 Eukles Asset Management12,324$1.95M0.9%+14.2%0.010%
4/29/2025 Impax Asset Management Group plc6,678$1.06M0.0%+3.6%0.005%
4/29/2025 Kintegral Advisory LLC7,950$1.26M0.2%-32.9%0.006%
4/29/2025 IFM Investors Pty Ltd24,595$3.81M0.0%+6.6%0.020%
4/29/2025 OneDigital Investment Advisors LLC2,621$414K0.0%+27.3%0.002%
4/29/2025 Goelzer Investment Management Inc.33,422$5.28M0.3%-1.6%0.027%
4/28/2025 Principal Financial Group Inc.625,883$98.95M0.1%-38.6%0.507%
4/28/2025 Oregon Public Employees Retirement Fund10,600$1.68M0.0%-58.8%0.009%
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4/28/2025 Meritage Portfolio Management101,242$16.01M1.1%-2.3%0.082%
4/28/2025 Teacher Retirement System of Texas113,371$17.92M0.1%-53.9%0.092%
4/28/2025 Glassy Mountain Advisors Inc.46,062$7.28M2.6%-10.1%0.037%
4/28/2025 Aaron Wealth Advisors LLC1,513$239K0.0%+14.7%0.001%
4/28/2025 First Bank & Trust1,463$231K0.0%+5.1%0.001%
4/28/2025 Rossby Financial LCC1,544$233K0.1%N/A0.001%
4/28/2025 DAVENPORT & Co LLC12,998$2.06M0.0%-2.6%0.011%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd14,197$2.25M0.0%+26.2%0.011%
4/28/2025 Impact Investors Inc8,791$1.39M1.1%-1.5%0.007%
4/28/2025 Vontobel Holding Ltd.15,095$2.39M0.0%+193.3%0.012%
4/28/2025 Astoria Portfolio Advisors LLC.2,757$402K0.1%+50.3%0.002%
4/25/2025 Saxon Interests Inc.2,410$381K0.2%+5.6%0.002%
4/25/2025 Prairiewood Capital LLC3,236$512K0.2%-21.5%0.003%
4/25/2025 Spinnaker Trust1,800$285K0.0%N/A0.001%
4/25/2025 Insight Inv LLC21,607$3.42M1.3%-0.8%0.017%
4/25/2025 Valley National Advisers Inc.1,168$183K0.0%-84.8%0.001%
4/25/2025 New York State Teachers Retirement System115,591$18.28M0.0%-23.2%0.094%
4/25/2025 Amalgamated Bank24,994$3.95M0.0%-59.1%0.020%
4/25/2025 Albion Financial Group UT8,641$1.37M0.1%-26.8%0.007%
4/25/2025 Buttonwood Financial Advisors Inc.3,408$539K0.2%-24.1%0.003%
4/25/2025 KBC Group NV89,094$14.09M0.0%-84.2%0.072%
4/25/2025 Sovran Advisors LLC2,865$453K0.1%+39.8%0.002%
4/25/2025 Sumitomo Mitsui Trust Group Inc.281,085$44.44M0.0%+11.4%0.228%
4/24/2025 Allspring Global Investments Holdings LLC5,633$895K0.0%N/A0.005%
4/24/2025 Elevated Capital Advisors LLC6,066$959K0.3%-7.4%0.005%
4/24/2025 Mirae Asset Global Investments Co. Ltd.14,808$2.35M0.0%+408.3%0.012%
4/24/2025 Achmea Investment Management B.V.133,412$21.09M0.3%+45.6%0.108%
4/24/2025 Illinois Municipal Retirement Fund104,976$16.60M0.2%-16.0%0.085%
4/24/2025 Diversified Trust Co2,246$355K0.0%N/A0.002%
4/24/2025 Perpetual Ltd1,536$243K0.0%N/A0.001%
4/24/2025 Bank of Stockton14,790$2.34M0.7%-6.0%0.012%
4/23/2025 Robeco Institutional Asset Management B.V.70,407$11.13M0.0%+20.0%0.057%
4/23/2025 Sequoia Financial Advisors LLC44,398$7.02M0.1%+26.4%0.036%
4/23/2025 Golden State Wealth Management LLC246$39K0.0%+123.6%0.000%
4/23/2025 Bessemer Group Inc.1,319$208K0.0%+12.2%0.001%
4/23/2025 Archford Capital Strategies LLC19,013$3.01M0.4%N/A0.015%
4/23/2025 Strategic Investment Advisors MI9,892$1.56M0.2%-1.4%0.008%
4/23/2025 Edmp Inc.1,322$209K0.2%-20.0%0.001%
4/23/2025 Moran Wealth Management LLC284,835$45.03M1.5%-9.0%0.231%
4/23/2025 Chevy Chase Trust Holdings LLC64,558$10.21M0.0%N/A0.052%
4/23/2025 Asset Management One Co. Ltd.51,365$8.12M0.0%+8.2%0.042%
4/23/2025 GHP Investment Advisors Inc.3,592$568K0.0%-13.3%0.003%
4/23/2025 Goelzer Investment Management Inc.33,780$5.34M0.3%-0.6%0.027%
4/23/2025 Oppenheimer & Co. Inc.6,467$1.02M0.0%-10.2%0.005%
4/22/2025 Consolidated Planning Corp11,094$1.75M0.2%+10.6%0.009%
4/22/2025 Stiles Financial Services Inc13,315$2.11M0.8%-3.9%0.011%
4/22/2025 Whalen Wealth Management Inc.2,143$339K0.2%+42.9%0.002%
4/22/2025 Grace & White Inc. NY54,530$8.62M1.6%-0.7%0.044%
4/22/2025 Cambridge Investment Research Advisors Inc.17,402$2.75M0.0%+10.6%0.014%
4/22/2025 Kentucky Retirement Systems Insurance Trust Fund3,545$560K0.0%N/A0.003%
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4/22/2025 Manning & Napier Advisors LLC24,681$3.90M0.0%-29.0%0.020%
4/22/2025 Kentucky Retirement Systems8,322$1.32M0.0%N/A0.007%
4/22/2025 Cullinan Associates Inc.2,700$427K0.0%-89.4%0.002%
4/22/2025 Center For Asset Management LLC3,995$632K0.4%+2.7%0.003%
4/21/2025 Retirement Systems of Alabama26,454$4.18M0.0%-87.0%0.021%
4/21/2025 Roberts Wealth Advisors LLC26,766$4.23M1.3%-1.4%0.022%
4/21/2025 Blue Trust Inc.1,128$178K0.0%-8.5%0.001%
4/21/2025 Envestnet Portfolio Solutions Inc.2,482$392K0.0%-45.0%0.002%
4/21/2025 Catalina Capital Group LLC1,620$256K0.2%-19.2%0.001%
4/21/2025 Boston Trust Walden Corp331,790$52.46M0.4%-23.4%0.269%
(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, 950 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 833 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 37,236,976 shares in the last 24 months. This purchase volume represents approximately $5.31B in transactions.

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

Of the 527 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 24,107,388 shares in the last 24 months. This volume of shares sold represents approximately $3.55B in transactions.



This page (NYSE:WSM) was last updated on 5/1/2025 by MarketBeat.com Staff
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