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Williams-Sonoma (WSM) Institutional Ownership

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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)
410
Total
Institutional Inflows
(last 12 months)
$1.20B
Number of
Institutional Sellers
(last 12 months)
305
Total
Institutional Outflows
(last 12 months)
$1.11B
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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
4/26/2024MONECO Advisors LLC765$243K0.0%N/A0.001%
4/25/2024New York State Teachers Retirement System82,206$26.10M0.1%+1.5%0.128%
4/25/2024Bank of New York Mellon Corp785,457$249.41M0.0%+2.4%1.223%
4/25/2024Glassy Mountain Advisors Inc.28,736$9.12M3.4%-4.3%0.045%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 62,005$19.69M0.1%+297.3%0.097%
4/25/2024Center For Asset Management LLC1,873$595K0.5%-3.4%0.003%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund15,700$4.99M0.1%N/A0.024%
4/25/2024 Valeo Financial Advisors LLC719$228K0.0%-55.5%0.001%
4/25/2024Telos Capital Management Inc.23,755$7.54M0.9%-10.0%0.037%
4/25/2024Grace & White Inc. NY28,515$9.05M1.6%-29.0%0.044%
4/25/2024Cascade Investment Advisors Inc.8,642$2.74M1.8%-5.7%0.013%
4/24/2024 Leavell Investment Management Inc.756$240K0.0%N/A0.001%
4/24/2024 Berkshire Bank644$204K0.1%N/A0.001%
4/24/2024 Simplicity Wealth LLC1,199$381K0.0%N/A0.002%
4/24/2024 Spire Wealth Management776$247K0.0%-14.8%0.001%
4/24/2024 Buttonwood Financial Advisors Inc.2,438$774K0.4%-9.1%0.004%
4/24/2024 Assenagon Asset Management S.A.4,147$1.32M0.0%N/A0.006%
4/23/2024 Precedent Wealth Partners LLC6,405$2.03M0.9%+6.2%0.010%
4/23/2024 Global Retirement Partners LLC457$145K0.0%-19.8%0.001%
4/23/2024 Covenant Asset Management LLC755$240K0.0%N/A0.001%
4/23/2024 Speece Thorson Capital Group Inc.4,528$1.44M0.3%-89.1%0.007%
4/23/2024 Louisiana State Employees Retirement System18,500$5.87M0.1%+2.8%0.029%
4/23/2024 Venturi Wealth Management LLC4,978$1.58M0.1%-22.6%0.008%
4/23/2024 Amalgamated Bank43,922$13.95M0.1%-6.1%0.068%
4/23/2024 Fifth Third Bancorp828$263K0.0%+47.6%0.001%
4/23/2024 Regatta Capital Group LLC12,190$3.87M0.9%+1.1%0.019%
4/23/2024 Strategic Blueprint LLC1,054$335K0.0%+4.9%0.002%
4/23/2024 Cigna Investments Inc. New672$214K0.0%N/A0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.15,346$4.87M0.0%-11.9%0.024%
4/22/2024 Cahaba Wealth Management Inc.866$275K0.0%N/A0.001%
4/22/2024 Harfst & Associates Inc.712$226K0.1%N/A0.001%
4/22/2024 PFG Investments LLC1,916$608K0.0%+19.0%0.003%
4/22/2024 Parsons Capital Management Inc. RI9,124$2.90M0.2%+4.7%0.014%
4/22/2024 Raymond James & Associates86,933$27.60M0.0%-24.2%0.135%
4/22/2024 Signature Wealth Management Group5,909$1.88M0.8%-22.2%0.009%
4/22/2024 Lakewood Asset Management LLC14,600$4.64M3.1%-1.5%0.023%
4/22/2024 IFM Investors Pty Ltd11,774$3.74M0.0%N/A0.018%
4/22/2024 Essex Private Wealth Management LLC632$201K0.6%N/A0.001%
4/22/2024Ashton Thomas Private Wealth LLC4,004$1.27M0.1%-39.6%0.006%
4/22/2024 Benchmark Financial Wealth Advisors LLC1,035$329K0.1%N/A0.002%
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4/19/2024 Norden Group LLC80,960$25.71M0.3%+2,767.9%0.126%
4/19/2024 Community Bank & Trust Waco Texas735$233K0.1%N/A0.001%
4/19/2024 Valley National Advisers Inc.9,685$3.07M0.5%-6.6%0.015%
4/19/2024 Albion Financial Group UT5,730$1.82M0.1%-36.2%0.009%
4/19/2024 Denali Advisors LLC1,403$445K0.1%-30.0%0.002%
4/19/2024 Monument Capital Management14,326$4.55M1.3%-8.3%0.022%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.126,160$40.06M0.0%N/A0.196%
4/19/2024 Handelsinvest Investeringsforvaltning1,400$445K0.2%-34.2%0.002%
4/18/2024 Silverlake Wealth Management LLC900$286K0.1%N/A0.001%
4/18/2024 State of Michigan Retirement System15,720$4.99M0.0%+1.9%0.025%
4/18/2024 Allspring Global Investments Holdings LLC39,648$12.59M0.0%-6.0%0.062%
4/18/2024 Congress Wealth Management LLC DE 15,014$4.77M0.1%+4.2%0.023%
4/18/2024 Aviance Capital Partners LLC791$251K0.0%-87.2%0.001%
4/18/2024 Roberts Wealth Advisors LLC10,515$3.34M1.2%-0.7%0.016%
4/17/2024 New Mexico Educational Retirement Board15,900$5.05M0.2%+16.9%0.025%
4/17/2024 Coston McIsaac & Partners35,355$11.23M3.6%-0.8%0.055%
4/17/2024 Alpha Omega Wealth Management LLC1,500$476K0.1%-14.5%0.002%
4/17/2024 Romano Brothers AND Company16,830$5.34M0.7%-9.5%0.026%
4/17/2024 Hennion & Walsh Asset Management Inc.6,114$1.94M0.1%-16.8%0.010%
4/16/2024 Occidental Asset Management LLC8,390$2.66M0.5%+25.9%0.013%
4/16/2024 Astoria Portfolio Advisors LLC.1,149$365K0.1%-4.0%0.002%
4/16/2024 Hennessy Advisors Inc.13,600$4.32M0.2%N/A0.021%
4/16/2024 Shulman DeMeo Asset Management LLC7,315$2.32M0.6%-0.7%0.011%
4/16/2024 Wealth Enhancement Advisory Services LLC28,074$8.91M0.0%+110.1%0.044%
4/15/2024 Investment Partners Asset Management Inc.1,021$324K0.3%-10.0%0.002%
4/15/2024 Stonebridge Capital Management Inc.10,460$3.32M1.5%-0.6%0.016%
4/15/2024 DGS Capital Management LLC709$225K0.1%N/A0.001%
4/15/2024 Elevated Capital Advisors LLC3,425$1.09M0.3%-4.2%0.005%
4/15/2024 Ehrlich Financial Group857$272K0.2%N/A0.001%
4/15/2024 Kingswood Wealth Advisors LLC772$245K0.0%N/A0.001%
4/15/2024 Counterpoint Mutual Funds LLC2,139$679K0.2%N/A0.003%
4/13/2024 Gleason Group Inc.8,969$2.85M0.6%+0.4%0.014%
4/12/2024 West Coast Financial LLC50,911$16.17M2.0%+2.9%0.079%
4/12/2024 Range Financial Group LLC9,189$2.92M1.5%-1.6%0.014%
4/12/2024 CHICAGO TRUST Co NA1,795$570K0.1%N/A0.003%
4/12/2024 Northwest Investment Counselors LLC100$32K0.0%N/A0.000%
4/12/2024 FCF Advisors LLC7,218$2.29M0.6%+7.8%0.011%
4/12/2024 Abacus Planning Group Inc.936$297K0.1%-7.7%0.001%
4/11/2024 Ballentine Partners LLC2,499$794K0.0%+11.7%0.004%
4/11/2024 Radnor Capital Management LLC28,171$8.95M1.5%-1.1%0.044%
4/11/2024 Contravisory Investment Management Inc.105$33K0.0%N/A0.000%
4/11/2024 Salem Investment Counselors Inc.14,905$4.73M0.2%-1.1%0.023%
4/11/2024 Congress Asset Management Co. MA57,169$18.15M0.1%+20.7%0.089%
4/11/2024 Gulf International Bank UK Ltd6,464$2.05M0.1%N/A0.010%
4/11/2024 BTC Capital Management Inc.1,005$319K0.0%N/A0.002%
4/10/2024 Park Avenue Securities LLC2,956$939K0.0%+10.1%0.005%
4/10/2024 Banque Cantonale Vaudoise617$196K0.0%+9.6%0.001%
4/10/2024 Fulton Bank N.A.5,464$1.74M0.1%+2.2%0.009%
4/9/2024 Alaska Permanent Fund Corp6,200$1.97M0.0%-60.0%0.010%
4/9/2024 Massmutual Trust Co. FSB ADV2,454$779K0.0%+4.0%0.004%
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4/9/2024 Rise Advisors LLC168$53K0.0%N/A0.000%
4/9/2024 Ferguson Wellman Capital Management Inc.738$234K0.0%N/A0.001%
4/5/2024 Carolina Wealth Advisors LLC20,930$6.65M3.6%-49.5%0.033%
4/5/2024 GAMMA Investing LLC634$201K0.0%+12.6%0.001%
4/5/2024 Los Angeles Capital Management LLC14,404$4.57M0.0%N/A0.022%
4/5/2024 CWM LLC17,847$5.67M0.1%-45.4%0.028%
4/4/2024 Cullen Investment Group LTD.670$208K0.0%N/A0.001%
4/4/2024 Moseley Investment Management Inc.702$223K0.1%N/A0.001%
4/3/2024 Arden Trust Co861$273K0.0%N/A0.001%
4/2/2024 Symmetry Partners LLC7,261$2.31M0.2%+2.6%0.011%
(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, 711 institutional investors and hedge funds held shares of Williams-Sonoma. The most heavily invested institutionals were Vanguard Group Inc. ($1.48B), FMR LLC ($1.14B), Blackhill Capital Inc. ($796.19M), BlackRock Inc. ($753.43M), Aristotle Capital Management LLC ($715.38M), Capital Research Global Investors ($678.86M), and Charles Schwab Investment Management Inc. ($288.73M).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 600 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 ($1.06M), Charles Schwab Investment Management Inc. ($1.04M), Norges Bank ($757.47K), HS Management Partners LLC ($672.24K), Barclays PLC ($549.44K), Principal Financial Group Inc. ($387.27K), and Pacer Advisors Inc. ($360.28K).

How much institutional buying is happening at Williams-Sonoma?

Institutional investors have bought a total of 16,137,697 shares in the last 24 months. This purchase volume represents approximately $2.22B in transactions.

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

Of the 435 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: HS Management Partners LLC ($1.31M), BlackRock Inc. ($1.19M), Congress Asset Management Co. MA ($878.84K), Select Equity Group L.P. ($775.85K), FMR LLC ($435.85K), Capital Research Global Investors ($434.26K), and Vanguard Group Inc. ($404.37K).

How much institutional selling is happening at Williams-Sonoma?

Institutional investors have sold a total of 13,207,107 shares in the last 24 months. This volume of shares sold represents approximately $1.89B in transactions.


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This page (NYSE:WSM) was last updated on 4/26/2024 by MarketBeat.com Staff

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