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Williams-Sonoma (WSM) Institutional Ownership

Williams-Sonoma logo
$226.41 -0.33 (-0.14%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$226.85 +0.44 (+0.19%)
As of 07/24/2026 07:32 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 Massive. 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)
591
Total
Institutional Inflows
(last 12 months)
$3.96B
Number of
Institutional Sellers
(last 12 months)
472
Total
Institutional Outflows
(last 12 months)
$2.32B
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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
7/10/2026 Tema ETFs LLC1,815$423K0.0%+8.7%0.002%
7/10/2026 E. Ohman J or Asset Management AB5,036$1.17M0.0%-16.6%0.004%
7/10/2026 Handelsbanken Fonder AB146,185$34.08M0.1%+8.1%0.124%
7/10/2026 Wealthcare Advisory Partners LLC1,293$302K0.0%-3.5%0.001%
7/9/2026 Focus Financial Network Inc.983$229K0.0%N/A0.001%
7/9/2026 Everpar Advisors LLC937$218K0.1%N/A0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.4,604$1.07M0.0%-53.5%0.004%
7/9/2026 Valeo Financial Advisors LLC1,531$357K0.0%+7.1%0.001%
7/8/2026 Beacon Bank & Trust1,065$248K0.0%-7.4%0.001%
7/8/2026 Shulman DeMeo Asset Management LLC13,003$3.03M0.6%-0.4%0.011%
7/8/2026 Elevation Wealth Partners LLC207$48K0.0%+1,193.8%0.000%
7/8/2026 Czech National Bank33,514$7.81M0.0%+3.1%0.028%
7/8/2026 Assenagon Asset Management S.A.6,432$1.50M0.0%-11.4%0.005%
7/7/2026 JGP Wealth Management LLC58,844$13.72M1.2%+30.0%0.050%
7/7/2026 Balefire LLC1,414$330K0.1%+6.0%0.001%
7/7/2026 GAMMA Investing LLC3,972$926K0.0%+1.8%0.003%
7/7/2026 Grant Private Wealth Management Inc1,876$437K0.2%-5.6%0.002%
7/7/2026 Avior Wealth Management LLC971$226K0.0%N/A0.001%
7/7/2026 Arlington Trust Co LLC200$47K0.0%N/A0.000%
7/1/2026 Eastern Bank680$159K0.0%N/A0.001%
6/24/2026Redwood Investment Management LLC5,760$1.05M0.1%-6.0%0.005%
6/23/2026Ballast Advisors LLC165$30K0.0%N/A0.000%
6/18/2026Western Wealth Management LLC5,642$1.03M0.0%N/A0.005%
6/18/2026Pacer Advisors Inc.369,808$67.43M0.1%+2.0%0.314%
6/16/2026Empowered Funds LLC44,195$8.06M0.1%+9.9%0.038%
6/3/2026Parallel Advisors LLC3,203$584K0.0%+2.2%0.003%
6/3/2026NewEdge Advisors LLC5,347$975K0.0%-3.4%0.005%
6/1/2026Keel Point LLC1,946$355K0.0%N/A0.002%
5/26/2026Glenmede Trust Co. NA188,906$34.44M0.2%-18.2%0.160%
5/19/2026Western Wealth Management LLC5,642$1.03M0.0%N/A0.005%
5/19/2026Bank of America Corp DE1,108,589$202.13M0.0%+102.8%0.942%
5/19/2026Edgestream Partners L.P.16,951$3.09M0.1%+48.9%0.014%
5/19/2026Kensington Investment Counsel LLC25,223$4.60M2.2%-41.1%0.021%
5/19/2026Janus Henderson Group PLC14,527$2.65M0.0%-5.9%0.012%
5/19/2026Oddo BHF Asset Management Sas49,980$9.11M0.4%+0.6%0.042%
5/19/2026Strategic Investment Advisors MI9,166$1.67M0.1%+7.9%0.008%
5/18/2026Amundi504,457$91.98M0.0%-10.8%0.428%
5/18/2026EverSource Wealth Advisors LLC953$174K0.0%+79.8%0.001%
5/18/2026Talon Private Wealth LLC3,054$557K0.1%N/A0.003%
5/18/2026California State Teachers Retirement System168,581$30.74M0.0%-3.7%0.143%
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5/18/2026Royal Bank of Canada108,905$19.86M0.0%-10.7%0.092%
5/18/2026Empowered Funds LLC44,195$8.06M0.1%+9.9%0.038%
5/16/2026The Manufacturers Life Insurance Company 67,260$12.26M0.0%-7.6%0.057%
5/16/2026Quantinno Capital Management LP380,862$69.44M0.1%+10.0%0.323%
5/16/2026Lazard Asset Management LLC28,187$5.14M0.0%+10.0%0.024%
5/15/2026Gateway Wealth Partners LLC8,753$1.60M0.1%+337.7%0.007%
5/15/2026OMERS ADMINISTRATION Corp18,658$3.40M0.0%+15.8%0.016%
5/15/2026Lombard Odier Asset Management Switzerland SA6,442$1.18M0.0%N/A0.005%
5/15/2026Lombard Odier Asset Management USA Corp1,815$331K0.0%N/A0.002%
5/15/2026Waverly Advisors LLC4,851$885K0.0%+9.0%0.004%
5/15/2026Aristotle Capital Management LLC11,140,471$2.03B4.3%+22.0%9.462%
5/15/2026Cumberland Partners Ltd16,980$3.10M0.2%-30.6%0.014%
5/15/2026Entropy Technologies LP20,024$3.65M0.2%+3.4%0.017%
5/15/2026Bridgewater Advisors Inc.1,307$225K0.0%-10.5%0.001%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund7,501$1.37M0.0%-93.5%0.006%
5/14/2026Dai ichi Life Insurance Company Ltd3,126$570K0.0%-12.6%0.003%
5/14/2026Renaissance Technologies LLC680,500$124.08M0.2%+13.3%0.578%
5/14/2026Public Employees Retirement System of Ohio40,373$7.36M0.0%-3.2%0.034%
5/14/2026Compound Planning Inc.1,712$312K0.0%+7.5%0.001%
5/14/2026Klingman & Associates LLC2,067$377K0.0%+4.3%0.002%
5/14/2026Modern Wealth Management LLC7,970$1.44M0.0%-3.7%0.007%
5/14/2026Inceptionr LLC4,133$754K0.2%N/A0.004%
5/14/2026Bank of Nova Scotia45,863$8.36M0.0%+45.0%0.039%
5/14/2026Systematic Financial Management LP164,521$30.00M0.7%-2.0%0.140%
5/14/2026Sei Investments Co.83,409$15.21M0.0%+21.7%0.071%
5/14/2026Alamar Capital Management LLC6,325$1.15M0.7%N/A0.005%
5/14/2026Lido Advisors LLC8,055$1.47M0.0%+14.4%0.007%
5/14/2026State of Wyoming222$40K0.0%-61.1%0.000%
5/13/2026Cetera Investment Advisers40,715$7.42M0.0%-4.1%0.035%
5/13/2026CI Investments Inc.11,783$2.15M0.0%+109.1%0.010%
5/13/2026First Trust Advisors LP2,664,580$485.83M0.3%+9.2%2.263%
5/8/2026PNC Financial Services Group Inc.109,891$20.04M0.0%-1.2%0.092%
5/8/2026Oslo Pensjonsforsikring AS606$110K0.0%N/A0.001%
5/8/2026 Baader Bank Aktiengesellschaft2,650$452K0.0%N/A0.002%
5/8/2026Andra AP fonden32,305$5.89M0.1%-86.5%0.027%
5/8/2026Johnson Financial Group Inc.648$118K0.0%-23.6%0.001%
5/7/2026Florida Financial Advisors LLC1,740$317K0.1%-31.3%0.001%
5/7/2026Basepoint Wealth LLC1,231$224K0.1%-9.9%0.001%
5/7/2026Meeder Advisory Services Inc.1,324$241K0.0%+9.7%0.001%
5/7/2026Dimensional Fund Advisors LP1,479,064$269.64M0.1%+1.4%1.243%
5/7/2026Parallel Advisors LLC3,203$584K0.0%+2.2%0.003%
5/7/2026KBC Group NV148,715$27.12M0.1%-43.1%0.125%
5/7/2026Little House Capital LLC4,391$801K0.2%N/A0.004%
5/7/2026SEB Asset Management AB79,613$14.52M0.1%N/A0.067%
5/7/2026Swiss 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%
5/7/2026Spartan Wealth Advisory Services LLC5,269$961K0.1%N/A0.004%
5/6/2026California Public Employees Retirement System241,412$44.02M0.0%+8.9%0.203%
5/6/2026Kera Capital Partners Inc.3,645$665K0.1%-2.6%0.003%
5/6/2026GS Investments Inc.5,906$1.08M0.6%-2.3%0.005%
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5/6/2026Copeland Capital Management LLC5,280$963K0.0%+3.3%0.004%
5/6/2026Hamilton Point Investment Advisors LLC38,136$6.95M1.1%-0.5%0.032%
5/6/2026Modera Wealth Management LLC175,768$32.05M0.4%-4.9%0.148%
5/6/2026Assetmark Inc.477,064$86.98M0.2%+4.6%0.401%
5/6/2026 Gallacher Capital Management LLC1,726$315K0.1%-4.8%0.001%
5/6/2026Bessemer Group Inc.979$178K0.0%-47.7%0.001%
5/6/2026Allspring Global Investments Holdings LLC5,091$918K0.0%-1.6%0.004%
5/6/2026Aware Super Pty Ltd as trustee of Aware Super107,674$19.63M0.3%N/A0.090%
5/5/2026Wealthfront Advisers LLC3,125$570K0.0%+12.6%0.003%
5/5/2026D.A. Davidson & CO.1,614$294K0.0%-5.6%0.001%


WSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,066 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 962 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. ($2.52M), Aristotle Capital Management LLC ($2.01M), and Geode Capital Management LLC ($1.39M).

Institutional investors have bought a total of 22,162,032 shares in the last 24 months. This purchase volume represents approximately $3.96B in transactions.

Of the 472 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 12,559,212 shares in the last 24 months. This volume of shares sold represents approximately $2.32B in transactions.


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This page (NYSE:WSM) was last updated on 7/27/2026 by MarketBeat.com Staff.
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