Williams-Sonoma Ownership | Who Owns Williams-Sonoma?
Williams-Sonoma Ownership Summary
Williams-Sonoma is owned by 97.04% institutional investors, 1.22% insiders, and 1.74% retail investors. Blackrock is the largest institutional shareholder, holding 11.93% of WSM shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.21% of its assets in Williams-Sonoma shares.
WSM Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Williams-Sonoma | 97.04% | 1.22% | 1.74% |
Sector | Consumer Cyclical Stocks | 57.35% | 11.97% | 30.68% |
Industry | Specialty Retail Stocks | 48.62% | 10.54% | 40.85% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock | 7.66M | 11.93% | $2.16B |
Vanguard group | 6.63M | 10.32% | $1.87B |
Fmr | 5.09M | 7.92% | $1.44B |
Aristotle capital management | 4.56M | 7.10% | $1.29B |
Blackhill capital | 3.90M | 6.08% | $1.10B |
State street | 2.55M | 3.97% | $720.55M |
Leonard green & partners | 1.61M | 2.51% | $455.18M |
Geode capital management | 1.30M | 2.02% | $365.45M |
Invesco | 1.26M | 1.96% | $355.87M |
Pacer advisors | 964.91K | 1.50% | $272.46M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Blackhill capital | 3.90M | 68.37% | $1.10B |
Leonard green & partners | 1.61M | 9.67% | $455.18M |
Reik | 219.58K | 8.01% | $31.00M |
Thomas story & son | 45.03K | 5.49% | $12.72M |
Winmill | 56.00K | 5.39% | $15.81M |
Mcrae capital management | 83.52K | 5.38% | $23.58M |
Kensington investment counsel | 33.66K | 4.20% | $9.50M |
Hook mill capital partners, lp | 82.49K | 3.48% | $23.29M |
Tabor asset management, lp | 41.75K | 3.45% | $6.46M |
Evexia wealth | 55.78K | 3.19% | $8.49M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Blackrock | 7.66M | 0.05% | 886.78K |
Norges bank | 739.48K | 0.03% | 739.48K |
Renaissance | 383.70K | 0.18% | 323.40K |
Amundi | 436.91K | 0.05% | 285.44K |
Jacobs levy equity management | 244.19K | 0.29% | 231.89K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Capital research global investors | 833.44K | 0.05% | -1.90M |
Fmr | 5.09M | 0.09% | -1.31M |
Captrust financial advisors | 306.53K | 0.28% | -398.39K |
Alliancebernstein | 102.63K | 0.01% | -307.31K |
Clark capital management group | - | - | -302.88K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 739.48K | 0.03% | 739.48K | $208.81M |
National pension service | 100.30K | 0.02% | 100.30K | $14.16M |
Corebridge financial | 81.72K | 0.13% | 81.72K | $23.08M |
Candlestick capital management lp | 50.00K | 0.39% | 50.00K | $14.12M |
Achmea investment management b.v. | 42.05K | 0.21% | 42.05K | $11.87M |
Sold Out
Holder | Change |
---|---|
Annis gardner whiting capital advisors | -1.00 |
Tfo-tdc | -1.00 |
Peak6 investments | -2.00 |
Atticus wealth management | -2.00 |
Western pacific wealth management, lp | -5.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2024 | 832 | -0.83% | 62,305,462 | 1.51% | 97 | 1.06% | 379 | -4.77% | 308 | 4.41% |
Mar 31, 2024 | 839 | 17.51% | 61,375,692 | -2.41% | 95 | 0.99% | 398 | 18.45% | 295 | 10.90% |
Dec 31, 2023 | 714 | 14.79% | 62,894,428 | -2.96% | 98 | 0.96% | 336 | 26.32% | 266 | 9.46% |
Sep 30, 2023 | 622 | 2.30% | 64,810,399 | 0.73% | 101 | 1.00% | 266 | 1.14% | 243 | 1.25% |
Jun 30, 2023 | 608 | -3.80% | 64,343,520 | -3.24% | 100 | 0.98% | 263 | -1.87% | 240 | 7.14% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Mid-Cap ETF | 4.05M | 3.21% | 2.19K |
Vanguard Total Stock Mkt Idx Inv | 3.99M | 3.16% | -15.36K |
Vanguard Small Cap Index | 3.17M | 2.51% | 6.20K |
Fidelity Contrafund | 2.62M | 2.08% | -205.95K |
Pacer US Cash Cows 100 ETF | 2.09M | 1.65% | -1.19K |
Vanguard Institutional Extnd Mkt Idx Tr | 1.92M | 1.52% | -41.50K |
Vanguard Small Cap Value Index Inv | 1.69M | 1.34% | -740.00 |
First Trust Rising Dividend Achiev ETF | 1.62M | 1.28% | 786.00 |
Invesco S&P MidCap Quality ETF | 1.56M | 1.24% | 1.35K |
Fidelity Contrafund Commingled Pl O | 1.26M | 1.00% | -158.57K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Nov 15, 2024 | ALBER LAURA | PRESIDENT & CEO | Sell | $10.25K |
Nov 15, 2024 | ALBER LAURA | PRESIDENT & CEO | Sell | $3.09M |
Nov 15, 2024 | ALBER LAURA | PRESIDENT & CEO | Sell | $2.12M |
Sep 16, 2024 | ALBER LAURA | PRESIDENT & CEO | Sell | $1.57M |
Sep 16, 2024 | ALBER LAURA | PRESIDENT & CEO | Sell | $2.81M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | - |
2024 Q3 | - | 10 |
2024 Q2 | - | 17 |
2024 Q1 | - | 12 |
2023 Q4 | - | 7 |
WSM Ownership FAQ
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