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Williams-Sonoma (WSM) Institutional Ownership

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$170.42 +0.22 (+0.13%)
Closing price 03:59 PM Eastern
Extended Trading
$170.40 -0.02 (-0.01%)
As of 05:45 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)
704
Total
Institutional Inflows
(last 12 months)
$5.65B
Number of
Institutional Sellers
(last 12 months)
451
Total
Institutional Outflows
(last 12 months)
$3.42B
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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
7/18/2025Cooper Financial Group3,696$604K0.1%-39.1%0.003%
7/18/2025Truist Financial Corp378,892$61.90M0.1%+5.8%0.308%
7/17/2025Greenleaf Trust5,403$883K0.0%-10.1%0.004%
7/17/2025HB Wealth Management LLC3,757$614K0.0%-20.2%0.003%
7/17/2025Janney Montgomery Scott LLC11,722$1.92M0.0%-38.5%0.010%
7/17/2025Archford Capital Strategies LLC16,046$2.62M0.3%-15.6%0.013%
7/17/2025Albion Financial Group UT8,839$1.44M0.1%+2.3%0.007%
7/17/2025V Square Quantitative Management LLC3,092$505K0.1%+17.0%0.003%
7/17/2025Lakewood Asset Management LLC28,348$4.63M3.1%-1.4%0.023%
7/16/2025 HS Management Partners LLC258,307$42.20M3.4%+20.6%0.210%
7/16/2025 1834 Investment Advisors Co.7,994$1.31M0.2%-7.2%0.006%
7/16/2025 State of Alaska Department of Revenue29,789$4.87M0.1%+53.4%0.024%
7/16/2025 Patton Fund Management Inc.1,456$238K0.2%N/A0.001%
7/16/2025 Vision Capital Management Inc.18,266$2.98M0.4%-0.9%0.015%
7/16/2025 Congress Asset Management Co.2,338$382K0.0%-61.9%0.002%
7/16/2025 Hartford Investment Management Co.7,442$1.22M0.0%-0.8%0.006%
7/16/2025 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH27,005$4.41M0.1%-45.9%0.022%
7/16/2025 Maridea Wealth Management LLC2,723$445K0.1%N/A0.002%
7/15/2025 Jeppson Wealth Management LLC2,683$438K0.2%-8.8%0.002%
7/15/2025 North Star Investment Management Corp.11,432$1.87M0.1%-4.2%0.009%
7/15/2025 Regatta Capital Group LLC21,011$3.43M0.6%+2.5%0.017%
7/15/2025 Retireful LLC4,932$806K0.6%-29.3%0.004%
7/15/2025 Shulman DeMeo Asset Management LLC13,577$2.22M0.5%-1.8%0.011%
7/15/2025 Public Employees Retirement System of Ohio42,256$6.90M0.0%-3.1%0.034%
7/15/2025 Ballentine Partners LLC5,517$901K0.0%-6.2%0.004%
7/15/2025 Norden Group LLC1,400$229K0.0%-60.4%0.001%
7/15/2025 Maseco LLP158$26K0.0%N/A0.000%
7/15/2025 Fifth Third Bancorp2,974$486K0.0%+72.2%0.002%
7/15/2025 Sheets Smith Wealth Management15,710$2.57M0.3%-0.6%0.013%
7/15/2025 Bank of Stockton15,035$2.46M0.7%+1.7%0.012%
7/15/2025 Martin Capital Advisors LLP24,057$3.93M2.5%+1.3%0.020%
7/14/2025 Counterpoint Mutual Funds LLC4,472$731K0.1%N/A0.004%
7/14/2025 CHICAGO TRUST Co NA5,040$823K0.1%+5.2%0.004%
7/14/2025 AdvisorNet Financial Inc409$67K0.0%-20.1%0.000%
7/14/2025 Seascape Capital Management33,376$5.45M1.7%-1.6%0.027%
7/14/2025 GAMMA Investing LLC3,018$493K0.0%+80.5%0.002%
7/14/2025 Ridgewood Investments LLC800$131K0.1%N/A0.001%
7/14/2025 U.S. Capital Wealth Advisors LLC13,175$2.15M0.1%+4.5%0.011%
7/14/2025 Park Avenue Securities LLC6,946$1.14M0.0%N/A0.006%
7/14/2025 Sowell Financial Services LLC4,418$722K0.0%+6.3%0.004%
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7/11/2025 Farther Finance Advisors LLC3,910$639K0.0%+3.4%0.003%
7/11/2025 UMB Bank n.a.493$81K0.0%-45.5%0.000%
7/11/2025 Phillips Wealth Planners LLC1,207$204K0.2%N/A0.001%
7/11/2025 Diversified Trust Co3,320$542K0.0%+47.8%0.003%
7/11/2025 Assenagon Asset Management S.A.7,950$1.30M0.0%+8.9%0.006%
7/11/2025 IFM Investors Pty Ltd24,393$3.99M0.0%+9.3%0.020%
7/10/2025 Ferguson Wellman Capital Management Inc.1,285$210K0.0%-13.6%0.001%
7/10/2025 Fulton Bank N.A.10,866$1.78M0.1%-1.0%0.009%
7/10/2025 Wealth Enhancement Advisory Services LLC58,140$10.07M0.0%-7.3%0.047%
7/10/2025 Mn Services Vermogensbeheer B.V.46,200$7.55M0.1%+4.3%0.038%
7/10/2025 Wedmont Private Capital2,393$416K0.0%+4.0%0.002%
7/10/2025 Swedbank AB18,740$3.06M0.0%N/A0.015%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd14,131$2.31M0.0%-0.5%0.011%
7/10/2025 Sovran Advisors LLC2,668$451K0.0%-6.9%0.002%
7/9/2025 Radnor Capital Management LLC46,165$7.54M1.2%+1.6%0.038%
7/9/2025 Procyon Advisors LLC1,394$228K0.0%-6.1%0.001%
7/9/2025 Gateway Investment Advisers LLC11,888$1.94M0.0%+53.8%0.010%
7/9/2025 Goelzer Investment Management Inc.40,561$6.63M0.4%+21.4%0.033%
7/9/2025 Aaron Wealth Advisors LLC1,585$259K0.0%+4.8%0.001%
7/9/2025 Czech National Bank30,050$4.91M0.0%+6.3%0.024%
7/9/2025 MassMutual Private Wealth & Trust FSB2,156$352K0.0%-9.3%0.002%
7/8/2025 E. Ohman J or Asset Management AB4,836$790K0.0%-18.0%0.004%
7/8/2025 Gallacher Capital Management LLC6,068$991K0.5%+311.7%0.005%
7/8/2025 Parallel Advisors LLC3,016$493K0.0%+2.1%0.002%
7/1/2025 Kera Capital Partners Inc.1,814$296K0.1%N/A0.001%
7/1/2025 Cullen Investment Group LTD.1,243$203K0.0%N/A0.001%
6/30/2025Pensionfund Sabic6,500$1.03M0.3%-23.5%0.005%
6/26/2025AG2R LA Mondiale Gestion D Actifs6,685$1.08M0.1%N/A0.005%
6/18/2025Voya Investment Management LLC282,788$44.71M0.0%+11.4%0.230%
6/6/2025First Long Island Investors LLC134,298$21.23M1.7%-12.3%0.109%
6/2/2025Modern Wealth Management LLC8,283$1.31M0.0%+63.1%0.007%
5/28/2025Strs Ohio5,709$903K0.0%N/A0.005%
5/27/2025Advisors Capital Management LLC235,929$37.30M0.6%-1.6%0.192%
5/21/2025Acadian Asset Management LLC15,366$2.43M0.0%+105.9%0.012%
5/21/2025 IFM Investors Pty Ltd22,310$3.53M0.0%-3.3%0.018%
5/20/2025Intech Investment Management LLC7,667$1.21M0.0%-92.7%0.006%
5/20/2025Ilmarinen Mutual Pension Insurance Co20,000$3.16M0.0%N/A0.016%
5/20/2025Plato Investment Management Ltd4,030$644K0.1%-2.4%0.003%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,436,839$227.16M0.1%+34.1%1.169%
5/16/2025Woodline Partners LP10,400$1.64M0.0%N/A0.008%
5/16/2025Empowered Funds LLC32,637$5.16M0.1%-5.9%0.027%
5/16/2025Logan Capital Management Inc.167,592$26.50M1.2%-0.8%0.136%
5/16/2025MBB Public Markets I LLC1,890$299K0.0%N/A0.002%
5/16/2025United Services Automobile Association2,732$434K0.0%N/A0.002%
5/16/2025Meiji Yasuda Asset Management Co Ltd.3,880$613K0.0%-45.2%0.003%
5/16/2025Great Lakes Advisors LLC8,828$1.40M0.0%-3.6%0.007%
5/16/2025Caxton Associates LLP8,455$1.34M0.0%N/A0.007%
5/16/2025Ashton Thomas Private Wealth LLC5,109$808K0.0%+6.0%0.004%
5/16/2025Kestra Investment Management LLC916$145K0.0%-71.2%0.001%
5/16/2025UniSuper Management Pty Ltd14,321$2.26M0.0%+496.7%0.012%
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5/16/2025Scientech Research LLC5,552$878K0.2%N/A0.005%
5/16/2025Select Equity Group L.P.284,524$44.98M0.2%-4.1%0.231%
5/16/2025 Rise Advisors LLC250$39K0.0%-26.5%0.000%
5/16/2025Nissay Asset Management Corp Japan ADV15,457$2.44M0.0%-1.3%0.013%
5/16/2025NewEdge Advisors LLC8,379$1.33M0.0%-9.7%0.007%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.32,629$5.16M0.0%+84.2%0.027%
5/16/2025Interval Partners LP2,000$316K0.0%N/A0.002%
5/16/2025Jacobs Levy Equity Management Inc.451,891$71.44M0.3%+38,589.3%0.368%
5/16/2025Gotham Asset Management LLC155,681$24.61M0.2%+1.7%0.127%
5/16/2025EFG Asset Management North America Corp.6,047$956K0.2%N/A0.005%
(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, 986 institutional investors and hedge funds held shares of Williams-Sonoma. The most heavily invested institutionals were Vanguard Group Inc. ($2.47B), Aristotle Capital Management LLC ($1.69B), Blackhill Capital Inc. ($1.23B), FMR LLC ($1.07B), State Street Corp ($825.59M), BlackRock Inc. ($753.43M), and Geode Capital Management LLC ($498.78M).Learn more on Williams-Sonoma's institutional investors.

What percentage of Williams-Sonoma's stock is owned by institutional investors?

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

Which institutional investors have been buying Williams-Sonoma's stock?

Of the 866 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: FMR LLC ($3.70M), Vanguard Group Inc. ($2.80M), State Street Corp ($2.78M), Norges Bank ($2.32M), Pacer Advisors Inc. ($1.84M), Geode Capital Management LLC ($1.43M), and Jacobs Levy Equity Management Inc. ($1.26M).

How much institutional buying is happening at Williams-Sonoma?

Institutional investors have bought a total of 35,922,011 shares in the last 24 months. This purchase volume represents approximately $5.74B in transactions.

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

Of the 450 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: FMR LLC ($3.01M), Pacer Advisors Inc. ($2.07M), Invesco Ltd. ($1.73M), Jacobs Levy Equity Management Inc. ($1.04M), Capital Research Global Investors ($741.52K), Caisse DE Depot ET Placement DU Quebec ($536.60K), and Skandinaviska Enskilda Banken AB publ ($491.84K).

How much institutional selling is happening at Williams-Sonoma?

Institutional investors have sold a total of 19,632,614 shares in the last 24 months. This volume of shares sold represents approximately $3.42B in transactions.



This page (NYSE:WSM) was last updated on 7/18/2025 by MarketBeat.com Staff
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