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Williams-Sonoma (WSM) Institutional Ownership

$150.09
-12.90 (-7.91%)
(As of 07/17/2024 ET)

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

Current
Institutional Ownership
Percentage
99.29%
Number of
Institutional Buyers
(last 12 months)
435
Total
Institutional Inflows
(last 12 months)
$574.96M
Number of
Institutional Sellers
(last 12 months)
317
Total
Institutional Outflows
(last 12 months)
$793.87M
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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
7/17/2024Shulman DeMeo Asset Management LLC7,204$2.03M0.5%-1.5%0.006%
7/16/2024Envestnet Portfolio Solutions Inc.2,270$641K0.0%+50.3%0.002%
7/16/2024V Square Quantitative Management LLC666$188K0.0%N/A0.001%
7/16/2024Wealth Enhancement Advisory Services LLC12,811$3.62M0.0%-54.4%0.010%
7/16/2024Bangor Savings Bank636$180K0.0%-25.0%0.000%
7/16/2024Cooper Financial Group2,936$829K0.1%+11.3%0.002%
7/16/2024Sequoia Financial Advisors LLC12,547$3.54M0.0%+10.2%0.010%
7/15/2024Occidental Asset Management LLC8,757$2.47M0.4%+4.4%0.007%
7/15/2024RFG Advisory LLC2,650$748K0.0%-14.8%0.002%
7/15/2024Securian Asset Management Inc.5,125$1.45M0.0%-3.7%0.004%
7/12/2024JGP Wealth Management LLC4,753$1.34M0.2%+1.9%0.004%
7/12/2024Diversify Advisory Services LLC3,145$888K0.0%-15.8%0.002%
7/12/2024Gateway Investment Advisers LLC3,544$1.00M0.0%+168.9%0.003%
7/12/2024SG Americas Securities LLC1,263$357K0.0%-71.1%0.001%
7/12/2024Carolina Wealth Advisors LLC21,090$5.96M2.9%+0.8%0.016%
7/11/2024CHICAGO TRUST Co NA2,065$583K0.1%+15.0%0.003%
7/11/2024OLD National Bancorp IN21,270$6.01M0.1%-60.5%0.033%
7/11/2024Manning & Napier Advisors LLC19,122$5.40M0.1%N/A0.030%
7/11/2024Tilia Fiduciary Partners Inc.6,206$1.75M1.4%-1.7%0.010%
7/11/2024Salem Investment Counselors Inc.14,665$4.14M0.1%-1.6%0.023%
7/10/2024Simplicity Wealth LLC1,031$291K0.0%-14.0%0.002%
7/10/2024 Cullinan Associates Inc.14,000$3.95M0.2%-12.5%0.022%
7/10/2024 CWM LLC1,185$335K0.0%-93.4%0.002%
7/9/2024 Park Avenue Securities LLC3,312$935K0.0%+12.0%0.005%
7/9/2024 Stonebridge Capital Management Inc.20,820$5.88M2.5%+99.0%0.032%
7/9/2024 Astoria Portfolio Advisors LLC.1,021$288K0.1%-11.1%0.002%
7/9/2024 Fulton Bank N.A.5,341$1.51M0.1%-2.3%0.008%
7/9/2024 Investment Partners Asset Management Inc.941$266K0.2%-7.8%0.001%
7/8/2024 Cascade Investment Advisors Inc.8,570$2.42M1.6%-0.8%0.013%
7/5/2024 DNB Asset Management AS9,850$2.78M0.0%+3.6%0.015%
7/5/2024 Polianta Ltd3,800$1.07M0.5%N/A0.006%
7/2/2024 Massmutual Trust Co. FSB ADV2,283$645K0.0%-7.0%0.004%
7/2/2024 GAMMA Investing LLC789$223K0.0%+24.4%0.001%
6/11/2024EverSource Wealth Advisors LLC526$167K0.0%-10.5%0.001%
6/6/2024Westwood Holdings Group Inc.4,211$1.34M0.0%N/A0.007%
6/4/2024DekaBank Deutsche Girozentrale19,344$6.11M0.0%+28.2%0.030%
5/29/2024Soltis Investment Advisors LLC16,571$5.26M0.6%-26.1%0.026%
5/29/2024Alexander Labrunerie & CO. Inc.2,533$804K0.4%N/A0.004%
5/28/2024Teachers Retirement System of The State of Kentucky21,802$6.92M0.1%-0.9%0.034%
5/24/2024Cetera Advisors LLC3,348$1.06M0.0%+81.2%0.005%
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5/24/2024Cetera Investment Advisers12,045$3.83M0.0%+403.1%0.019%
5/22/2024Burney Co.2,730$867K0.0%-24.5%0.004%
5/20/2024Virtu Financial LLC12,491$3.97M0.3%+164.0%0.019%
5/17/2024Plato Investment Management Ltd4,152$1.32M0.1%+4,136.7%0.006%
5/17/2024First Western Trust Bank722$229K0.0%N/A0.001%
5/17/2024Comerica Bank29,767$9.45M0.0%-3.5%0.046%
5/17/2024SkyView Investment Advisors LLC2,525$802K0.1%N/A0.004%
5/17/2024Tidal Investments LLC7,925$2.52M0.0%-11.2%0.012%
5/17/2024Motley Fool Asset Management LLC1,225$389K0.0%+4.4%0.002%
5/16/2024California State Teachers Retirement System81,943$26.02M0.0%+25.3%0.128%
5/16/2024B. Riley Wealth Advisors Inc.1,309$416K0.0%N/A0.002%
5/16/2024Jacobs Levy Equity Management Inc.12,301$3.91M0.0%N/A0.019%
5/16/2024Janus Henderson Group PLC348,113$110.54M0.1%-17.3%0.542%
5/16/2024Bayesian Capital Management LP5,441$1.73M0.2%N/A0.008%
5/16/2024Captrust Financial Advisors704,919$223.83M0.7%+37.5%1.097%
5/16/2024Caxton Associates LP8,266$2.63M0.1%+66.1%0.013%
5/16/2024Paloma Partners Management Co3,801$1.21M0.1%N/A0.006%
5/15/2024Ascent Group LLC1,184$376K0.0%-10.0%0.002%
5/15/2024Perbak Capital Partners LLP15,811$5.02M6.3%N/A0.025%
5/15/2024Mount Yale Investment Advisors LLC1,807$574K0.0%-5.9%0.003%
5/15/2024Public Employees Retirement System of Ohio31,399$9.97M0.0%-2.2%0.049%
5/15/2024Public Employees Retirement Association of Colorado6,723$2.14M0.0%-9.5%0.010%
5/15/2024Price T Rowe Associates Inc. MD84,341$26.78M0.0%-15.8%0.131%
5/15/2024BOKF NA14,961$4.71M0.1%+33.4%0.023%
5/15/2024Hyperion Capital Advisors LP1,010$321K0.2%N/A0.002%
5/15/2024Lazard Asset Management LLC48,423$15.38M0.0%-46.1%0.075%
5/15/2024Linscomb Wealth Inc.65,872$20.92M1.1%-4.7%0.103%
5/14/2024Westwood Holdings Group Inc.4,211$1.34M0.0%N/A0.007%
5/14/2024Capital Research Global Investors2,737,061$869.10M0.2%-18.6%4.260%
5/14/2024Rodgers Brothers Inc.76,028$24.14M3.3%-23.7%0.118%
5/14/2024Advisors Asset Management Inc.10,952$3.48M0.1%-1.3%0.017%
5/14/2024EP Wealth Advisors LLC654$208K0.0%N/A0.001%
5/14/2024CreativeOne Wealth LLC2,483$788K0.0%+82.0%0.004%
5/14/2024EntryPoint Capital LLC93$30K0.0%+520.0%0.000%
5/14/2024Vident Advisory LLC50,859$16.15M0.3%-31.9%0.079%
5/14/2024Shell Asset Management Co.3,435$1.09M0.0%-47.8%0.005%
5/14/2024Tiemann Investment Advisors LLC880$279K0.1%N/A0.001%
5/14/2024Pitcairn Co.1,132$359K0.0%+9.5%0.002%
5/14/2024CANADA LIFE ASSURANCE Co49,194$15.62M0.0%-4.3%0.077%
5/14/2024Round Hill Asset Management5,145$1.63M1.0%-32.4%0.008%
5/14/2024American International Group Inc.84,974$26.98M0.1%-2.0%0.132%
5/14/2024Twin Capital Management Inc.10,462$3.32M0.4%-7.7%0.016%
5/14/2024Lake Street Advisors Group LLC752$239K0.0%N/A0.001%
5/13/2024Bessemer Group Inc.489$155K0.0%+374.8%0.001%
5/13/2024UniSuper Management Pty Ltd900$286K0.0%N/A0.001%
5/13/2024Clearbridge Investments LLC149,666$47.52M0.0%-33.6%0.233%
5/13/2024Balanced Rock Investment Advisors LLC1,399$444K0.4%-26.0%0.002%
5/13/2024O Shaughnessy Asset Management LLC19,447$6.18M0.1%+64.5%0.030%
5/13/2024Ameritas Investment Partners Inc.23,542$7.48M0.3%-8.6%0.037%
5/11/2024Covestor Ltd112$35K0.0%-25.8%0.000%
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5/10/2024Ontario Teachers Pension Plan Board9,576$3.04M0.0%-22.6%0.015%
5/10/2024TIAA Trust National Association633$201K0.0%N/A0.001%
5/10/2024Vanguard Group Inc.6,622,109$2.10B0.0%-9.5%10.306%
5/10/2024Westfield Capital Management Co. LP37,700$11.97M0.1%+7.5%0.059%
5/10/2024Intech Investment Management LLC988$314K0.0%N/A0.002%
5/10/2024Clearstead Trust LLC180$57K0.0%-61.6%0.000%
5/10/2024Mitsubishi UFJ Trust & Banking Corp90,857$28.71M0.1%+9.2%0.141%
5/10/2024Jupiter Asset Management Ltd.101,123$32.11M0.3%+3,439.5%0.157%
5/10/2024Tocqueville Asset Management L.P.11,326$3.60M0.1%+4.0%0.018%
5/9/2024Orion Portfolio Solutions LLC14,788$4.70M0.1%-12.8%0.023%
(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, 742 institutional investors and hedge funds held shares of Williams-Sonoma. The most heavily invested institutionals were Vanguard Group Inc. ($2.10B), FMR LLC ($1.14B), Capital Research Global Investors ($869.10M), Blackhill Capital Inc. ($796.19M), BlackRock Inc. ($753.43M), Aristotle Capital Management LLC ($715.38M), 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 621 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), Barclays PLC ($549.44K), Principal Financial Group Inc. ($387.27K), Pacer Advisors Inc. ($360.28K), and Jupiter Asset Management Ltd. ($343.52K).

How much institutional buying is happening at Williams-Sonoma?

Institutional investors have bought a total of 15,005,814 shares in the last 24 months. This purchase volume represents approximately $1.10B in transactions.

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

Of the 448 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), Vanguard Group Inc. ($1.10M), Capital Research Global Investors ($906.89K), Congress Asset Management Co. MA ($878.84K), BlackRock Inc. ($442.00K), FMR LLC ($435.85K), and Envestnet Asset Management Inc. ($396.97K).

How much institutional selling is happening at Williams-Sonoma?

Institutional investors have sold a total of 12,652,370 shares in the last 24 months. This volume of shares sold represents approximately $1.08B in transactions.


This page (NYSE:WSM) was last updated on 7/18/2024 by MarketBeat.com Staff

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