Williams-Sonoma Ownership | Who Owns Williams-Sonoma?
Williams-Sonoma Ownership Summary
Williams-Sonoma is owned by 94.05% institutional investors, 1.19% insiders, and 4.77% 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 3.36% of its assets in Williams-Sonoma shares.
WSM Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Williams-Sonoma | 94.05% | 1.19% | 4.77% |
Sector | Consumer Cyclical Stocks | 59.49% | 12.59% | 27.92% |
Industry | Specialty Retail Stocks | 50.74% | 11.31% | 37.95% |
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 % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 847 | 0.83% | 120,619,221 | 93.47% | 94 | 0.99% | 757 | 98.17% | 49 | -84.34% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Mid-Cap ETF | 4.13M | 3.36% | 8.08K |
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 | 2.11M | 1.72% | 2.62K |
Vanguard Institutional Extnd Mkt Idx Tr | 1.91M | 1.54% | -10.19K |
First Trust Rising Dividend Achiev ETF | 1.65M | 1.34% | 786.00 |
Vanguard Small Cap Value Index Inv | 1.69M | 1.34% | -740.00 |
Invesco S&P MidCap Quality ETF | 1.61M | 1.30% | 1.90K |
iShares MSCI USA Quality Factor ETF | 1.35M | 1.10% | 976.00 |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Dec 02, 2024 | Howie Jeffrey | EVP CHIEF FINANCIAL OFFICER | Sell | $17.88K |
Dec 02, 2024 | Howie Jeffrey | EVP CHIEF FINANCIAL OFFICER | Sell | $64.83K |
Dec 02, 2024 | Howie Jeffrey | EVP CHIEF FINANCIAL OFFICER | Sell | $177.38K |
Dec 02, 2024 | Howie Jeffrey | EVP CHIEF FINANCIAL OFFICER | Sell | $300.48K |
Nov 15, 2024 | ALBER LAURA | PRESIDENT & CEO | Sell | $3.09M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 7 |
2024 Q3 | - | 10 |
2024 Q2 | - | 17 |
2024 Q1 | - | 12 |
2023 Q4 | - | 7 |
WSM Ownership FAQ
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