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Williams-Sonoma (WSM) Institutional Ownership

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$204.03 +5.65 (+2.85%)
As of 02:32 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
99.29%
Number of
Institutional Buyers
(last 12 months)
617
Total
Institutional Inflows
(last 12 months)
$4.10B
Number of
Institutional Sellers
(last 12 months)
486
Total
Institutional Outflows
(last 12 months)
$2.34B
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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
5/26/2026Glenmede Trust Co. NA188,906$34.44M0.2%-18.2%0.160%
5/19/2026 Western Wealth Management LLC5,642$1.03M0.0%N/A0.005%
5/19/2026 Bank of America Corp DE1,108,589$202.13M0.0%+102.8%0.942%
5/19/2026 Edgestream Partners L.P.16,951$3.09M0.1%+48.9%0.014%
5/19/2026 Kensington Investment Counsel LLC25,223$4.60M2.2%-41.1%0.021%
5/19/2026 Janus Henderson Group PLC14,527$2.65M0.0%-5.9%0.012%
5/19/2026 Oddo BHF Asset Management Sas49,980$9.11M0.4%+0.6%0.042%
5/19/2026 Strategic Investment Advisors MI9,166$1.67M0.1%+7.9%0.008%
5/18/2026 Amundi504,457$91.98M0.0%-10.8%0.428%
5/18/2026 EverSource Wealth Advisors LLC953$174K0.0%+79.8%0.001%
5/18/2026 Talon Private Wealth LLC3,054$557K0.1%N/A0.003%
5/18/2026 California State Teachers Retirement System168,581$30.74M0.0%-3.7%0.143%
5/18/2026 Royal Bank of Canada108,905$19.86M0.0%-10.7%0.092%
5/18/2026 Empowered Funds LLC44,195$8.06M0.1%+9.9%0.038%
5/16/2026 The Manufacturers Life Insurance Company 67,260$12.26M0.0%-7.6%0.057%
5/16/2026 Quantinno Capital Management LP380,862$69.44M0.1%+10.0%0.323%
5/16/2026 Lazard Asset Management LLC28,187$5.14M0.0%+10.0%0.024%
5/15/2026 Gateway Wealth Partners LLC8,753$1.60M0.1%+337.7%0.007%
5/15/2026 OMERS ADMINISTRATION Corp18,658$3.40M0.0%+15.8%0.016%
5/15/2026 Lombard Odier Asset Management Switzerland SA6,442$1.18M0.0%N/A0.005%
5/15/2026 Lombard Odier Asset Management USA Corp1,815$331K0.0%N/A0.002%
5/15/2026 Waverly Advisors LLC4,851$885K0.0%+9.0%0.004%
5/15/2026 Aristotle Capital Management LLC11,140,471$2.03B4.3%+22.0%9.462%
5/15/2026 Cumberland Partners Ltd16,980$3.10M0.2%-30.6%0.014%
5/15/2026 Entropy Technologies LP20,024$3.65M0.2%+3.4%0.017%
5/15/2026 Bridgewater Advisors Inc.1,307$225K0.0%-10.5%0.001%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund7,501$1.37M0.0%-93.5%0.006%
5/14/2026 Dai ichi Life Insurance Company Ltd3,126$570K0.0%-12.6%0.003%
5/14/2026 Renaissance Technologies LLC680,500$124.08M0.2%+13.3%0.578%
5/14/2026 Public Employees Retirement System of Ohio40,373$7.36M0.0%-3.2%0.034%
5/14/2026 Compound Planning Inc.1,712$312K0.0%+7.5%0.001%
5/14/2026 Klingman & Associates LLC2,067$377K0.0%+4.3%0.002%
5/14/2026 Modern Wealth Management LLC7,970$1.44M0.0%-3.7%0.007%
5/14/2026 Inceptionr LLC4,133$754K0.2%N/A0.004%
5/14/2026 Bank of Nova Scotia45,863$8.36M0.0%+45.0%0.039%
5/14/2026 Systematic Financial Management LP164,521$30.00M0.7%-2.0%0.140%
5/14/2026 Sei Investments Co.83,409$15.21M0.0%+21.7%0.071%
5/14/2026 Alamar Capital Management LLC6,325$1.15M0.7%N/A0.005%
5/14/2026 Lido Advisors LLC8,055$1.47M0.0%+14.4%0.007%
5/14/2026 State of Wyoming222$40K0.0%-61.1%0.000%
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5/13/2026 Cetera Investment Advisers40,715$7.42M0.0%-4.1%0.035%
5/13/2026 CI Investments Inc.11,783$2.15M0.0%+109.1%0.010%
5/13/2026 First Trust Advisors LP2,664,580$485.83M0.3%+9.2%2.263%
5/8/2026 PNC Financial Services Group Inc.109,891$20.04M0.0%-1.2%0.092%
5/8/2026 Oslo Pensjonsforsikring AS606$110K0.0%N/A0.001%
5/8/2026 Baader Bank Aktiengesellschaft2,650$452K0.0%N/A0.002%
5/8/2026 Andra AP fonden32,305$5.89M0.1%-86.5%0.027%
5/8/2026 Johnson Financial Group Inc.648$118K0.0%-23.6%0.001%
5/7/2026 Florida Financial Advisors LLC1,740$317K0.1%-31.3%0.001%
5/7/2026 Basepoint Wealth LLC1,231$224K0.1%-9.9%0.001%
5/7/2026 Meeder Advisory Services Inc.1,324$241K0.0%+9.7%0.001%
5/7/2026 Dimensional Fund Advisors LP1,479,064$269.64M0.1%+1.4%1.243%
5/7/2026 Parallel Advisors LLC3,203$584K0.0%+2.2%0.003%
5/7/2026 KBC Group NV148,715$27.12M0.1%-43.1%0.125%
5/7/2026 Little House Capital LLC4,391$801K0.2%N/A0.004%
5/7/2026 SEB Asset Management AB79,613$14.52M0.1%N/A0.067%
5/7/2026 Swiss National Bank350,300$63.87M0.0%+4.9%0.294%
5/7/2026 Mediolanum International Funds Ltd11,262$1.99M0.0%+0.6%0.009%
5/7/2026 Spartan Wealth Advisory Services LLC5,269$961K0.1%N/A0.004%
5/6/2026 California Public Employees Retirement System241,412$44.02M0.0%+8.9%0.203%
5/6/2026 Kera Capital Partners Inc.3,645$665K0.1%-2.6%0.003%
5/6/2026 GS Investments Inc.5,906$1.08M0.6%-2.3%0.005%
5/6/2026 Copeland Capital Management LLC5,280$963K0.0%+3.3%0.004%
5/6/2026 Hamilton Point Investment Advisors LLC38,136$6.95M1.1%-0.5%0.032%
5/6/2026 Modera Wealth Management LLC175,768$32.05M0.4%-4.9%0.148%
5/6/2026 Assetmark Inc.477,064$86.98M0.2%+4.6%0.401%
5/6/2026 Gallacher Capital Management LLC1,726$315K0.1%-4.8%0.001%
5/6/2026 Bessemer Group Inc.979$178K0.0%-47.7%0.001%
5/6/2026 Allspring Global Investments Holdings LLC5,091$918K0.0%-1.6%0.004%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super107,674$19.63M0.3%N/A0.090%
5/5/2026 Wealthfront Advisers LLC3,125$570K0.0%+12.6%0.003%
5/5/2026 D.A. Davidson & CO.1,614$294K0.0%-5.6%0.001%
5/5/2026 Reik & CO. LLC206,215$37.60M10.4%-0.1%0.173%
5/5/2026 Twin Capital Management Inc.13,471$2.46M0.3%+2.6%0.011%
5/5/2026 Bank of New York Mellon Corp819,855$149.48M0.0%-3.8%0.689%
5/5/2026 Illinois Municipal Retirement Fund87,441$15.94M0.2%-7.8%0.073%
5/5/2026 Livforsakringsbolaget Skandia Omsesidigt1,000$182K0.0%-93.5%0.001%
5/5/2026 Sanctuary Advisors LLC6,555$1.20M0.0%-7.7%0.006%
5/5/2026 Checchi Capital Advisers LLC3,217$587K0.0%+4.4%0.003%
5/4/2026 AMG National Trust Bank3,500$638K0.0%-7.9%0.003%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,341$974K0.0%+15.8%0.004%
5/4/2026 Archer Investment Corp202$37K0.0%-72.7%0.000%
5/4/2026 State of Michigan Retirement System40,500$7.38M0.0%-1.7%0.034%
5/4/2026 Principal Financial Group Inc.988,254$180.19M0.1%-2.6%0.830%
5/4/2026 Chicago Partners Investment Group LLC3,554$701K0.0%+5.9%0.003%
5/4/2026 Procyon Advisors LLC1,643$300K0.0%-6.5%0.001%
5/2/2026 Diversify Wealth Management LLC4,422$801K0.0%+294.8%0.004%
5/2/2026 SFE Investment Counsel40,816$7.44M1.2%+16.2%0.034%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS27,809$5.07M0.0%-1.8%0.023%
5/1/2026 Fifth Third Bancorp20,071$3.66M0.0%+122.6%0.017%
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Click here to watch this short 3-minute video now.
5/1/2026 Candriam S.C.A.9,508$1.73M0.0%-13.2%0.008%
5/1/2026 Sequoia Financial Advisors LLC66,559$12.14M0.1%+14.5%0.056%
5/1/2026 AlpenGlobal Capital LLC41,610$7.59M4.9%N/A0.035%
5/1/2026 Manning & Napier Advisors LLC18,809$3.43M0.0%-1.3%0.016%
4/30/2026 Stiles Financial Services Inc14,840$2.71M0.8%-0.8%0.012%
4/30/2026 Hsbc Holdings PLC269,461$49.08M0.0%+0.8%0.226%
4/30/2026 Whipplewood Advisors LLC1,006$183K0.1%-49.7%0.001%
4/30/2026 Elevated Capital Advisors LLC3,254$593K0.1%-22.0%0.003%
4/30/2026 SkyOak Wealth LLC1,252$228K0.0%N/A0.001%
4/30/2026 Millstone Evans Group LLC168$31K0.0%+229.4%0.000%


WSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,064 institutional investors and hedge funds held shares of Williams-Sonoma. The most heavily invested institutionals were Vanguard Group Inc. ($2.71B), Aristotle Capital Management LLC ($2.03B), Blackhill Capital Inc. ($1.37B), State Street Corp ($1.08B), FMR LLC ($1.07B), Geode Capital Management LLC ($622.36M), and First Trust Advisors LP ($485.83M).Learn more on Williams-Sonoma's institutional investors.

99.29% of Williams-Sonoma's stock is owned by institutional investors. Learn more on WSM's institutional investor holdings.

Of the 959 institutional investors that purchased Williams-Sonoma's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($4.64M), FMR LLC ($3.70M), State Street Corp ($3.05M), Vanguard Group Inc. ($2.80M), Pacer Advisors Inc. ($2.51M), Aristotle Capital Management LLC ($2.01M), and Geode Capital Management LLC ($1.39M).

Institutional investors have bought a total of 23,005,303 shares in the last 24 months. This purchase volume represents approximately $4.10B in transactions.

Of the 485 institutional investors that sold Williams-Sonoma's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Leonard Green & Partners L.P. ($2.22M), JPMorgan Chase & Co. ($776.00K), Amundi ($530.87K), Vanguard Group Inc. ($464.27K), Pacer Advisors Inc. ($457.27K), UBS Group AG ($405.69K), and Balyasny Asset Management L.P. ($404.11K).

Institutional investors have sold a total of 12,663,007 shares in the last 24 months. This volume of shares sold represents approximately $2.34B in transactions.



This page (NYSE:WSM) was last updated on 5/27/2026 by MarketBeat.com Staff.
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