Williams-Sonoma Ownership 2024 | Who Owns Williams-Sonoma Now?
Institutional Ownership
17.69%
Insider Ownership
1.25%
Retail Ownership
81.05%
Institutional Holders
451.00
Williams-Sonoma Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 11.93% | 0.05% | 7,659,794 | 886,778 | 13.09% | 2,162,895,876 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.32% | 0.04% | 6,625,321 | 3,212 | 0.05% | 1,870,791,891 | Jun 30, 2024 |
| FMR LLC | 7.92% | 0.09% | 5,085,364 | -1,305,546 | -20.43% | 1,435,954,294 | Jun 30, 2024 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | 7.10% | 2.49% | 4,559,657 | -20,510 | -0.45% | 1,287,510,347 | Jun 30, 2024 |
| BLACKHILL CAPITAL INC | 6.08% | 68.37% | 3,904,214 | -240 | -0.01% | 1,102,432,907 | Jun 30, 2024 |
| STATE STREET CORP | 3.97% | 0.03% | 2,551,786 | -50,105 | -1.93% | 720,547,813,000 | Jun 30, 2024 |
| LEONARD GREEN & PARTNERS, L.P. | 2.51% | 9.67% | 1,612,015 | - | - | 455,184,676 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.02% | 0.03% | 1,296,015 | 29,476 | 2.33% | 365,453,428 | Jun 30, 2024 |
| INVESCO LTD. | 1.96% | 0.08% | 1,260,281 | -128,398 | -9.25% | 355,865,591 | Jun 30, 2024 |
| PACER ADVISORS, INC. | 1.50% | 0.62% | 964,910 | 214,669 | 28.61% | 272,461,637 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 1.46% | 0.27% | 935,499 | -8,908 | -0.94% | 264,156,852 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.33% | 0.04% | 850,834 | 65,672 | 8.36% | 240,249,997,000 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 1.30% | 0.05% | 833,442 | -1,903,619 | -69.55% | 235,339,940 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.28% | 0.06% | 823,692 | 43,607 | 5.59% | 232,613,090 | Jun 30, 2024 |
| NORGES BANK | 1.15% | 0.03% | 739,484 | 739,484 | 100.00% | 208,808,097 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.14% | 0.04% | 729,968 | -55,489 | -7.06% | 206,121,134 | Jun 30, 2024 |
| MORGAN STANLEY | 0.89% | 0.01% | 571,237 | 46,907 | 8.95% | 161,300,464 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.86% | 0.09% | 553,082 | -31,034 | -5.31% | 156,172,540,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.84% | 0.04% | 539,591 | 216,891 | 67.21% | 152,364,313 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.69% | 0.03% | 440,893 | 120,317 | 37.53% | 124,494,947 | Jun 30, 2024 |
Williams-Sonoma's largest institutional shareholder is BLACKROCK INC., holding 11.93% of the company's total share outstanding, currently valued at $2.16B. The top 10 institutional shareholders own together 55.32% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKHILL CAPITAL INC | 6.08% | 68.37% | 3,904,214 | -240 | -0.01% | 1,102,432,907 | Jun 30, 2024 |
| LEONARD GREEN & PARTNERS, L.P. | 2.51% | 9.67% | 1,612,015 | - | - | 455,184,676 | Jun 30, 2024 |
| REIK & CO., LLC | 0.34% | 8.01% | 219,576 | 107,910 | 96.64% | 31,000,838 | Jun 30, 2024 |
| THOMAS STORY & SON LLC | 0.07% | 5.49% | 45,032 | -125 | -0.28% | 12,716,000 | Jun 30, 2024 |
| WINMILL & CO. INC | 0.09% | 5.39% | 55,997 | - | - | 15,811,873 | Jun 30, 2024 |
| MCRAE CAPITAL MANAGEMENT INC | 0.13% | 5.38% | 83,515 | -5,356 | -6.03% | 23,582,362 | Jun 30, 2024 |
| KENSINGTON INVESTMENT COUNSEL, LLC | 0.05% | 4.20% | 33,655 | 771 | 2.34% | 9,503,184 | Jun 30, 2024 |
| HOOK MILL CAPITAL PARTNERS, LP | 0.13% | 3.48% | 82,488 | 34,679 | 72.54% | 23,292,137 | Jun 30, 2024 |
| TABOR ASSET MANAGEMENT, LP | 0.07% | 3.45% | 41,751 | 14,308 | 52.14% | 6,458,045 | Jun 30, 2024 |
| EVEXIA WEALTH LLC | 0.09% | 3.19% | 55,779 | 27,898 | 100.06% | 8,489,519 | Jun 30, 2024 |
| COSTON, MCISAAC & PARTNERS | 0.06% | 3.15% | 35,337 | -18 | -0.05% | 9,977,000 | Jun 30, 2024 |
| GLASSY MOUNTAIN ADVISORS, INC. | 0.04% | 2.97% | 28,332 | -404 | -1.41% | 8,000,064 | Jun 30, 2024 |
| INSIGHT INV LLC | 0.02% | 2.94% | 12,063 | -1,012 | -7.74% | 3,406,229 | Jun 30, 2024 |
| CAROLINA WEALTH ADVISORS, LLC | 0.03% | 2.92% | 21,090 | 160 | 0.76% | 5,955,183 | Jun 30, 2024 |
| RODGERS BROTHERS INC. | 0.12% | 2.84% | 74,390 | -1,638 | -2.15% | 21,005,504 | Jun 30, 2024 |
| HS MANAGEMENT PARTNERS, LLC | 0.28% | 2.83% | 181,514 | -12,980 | -6.67% | 51,254,108 | Jun 30, 2024 |
| LAKEWOOD ASSET MANAGEMENT LLC | 0.02% | 2.81% | 14,265 | -335 | -2.29% | 4,028,011 | Jun 30, 2024 |
| ALAMAR CAPITAL MANAGEMENT, LLC | 0.02% | 2.80% | 13,688 | 13,688 | 100.00% | 3,865,081 | Jun 30, 2024 |
| EDGEMOOR INVESTMENT ADVISORS, INC. | 0.15% | 2.60% | 98,765 | 245 | 0.25% | 27,888,297 | Jun 30, 2024 |
| MARTIN CAPITAL ADVISORS, LLP | 0.02% | 2.50% | 11,824 | 3 | 0.03% | 3,338,743 | Jun 30, 2024 |
The largest Williams-Sonoma shareholder by % of total assets is BLACKHILL CAPITAL INC. The company owns 3.90M shares of Williams-Sonoma (WSM), representing 68.37% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 11.93% | 0.05% | 7,659,794 | 886,778 | 13.09% | 2,162,895,876 | Jun 30, 2024 |
| NORGES BANK | 1.15% | 0.03% | 739,484 | 739,484 | 100.00% | 208,808,097 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.60% | 0.18% | 383,700 | 323,400 | 536.32% | 108,345,369 | Jun 30, 2024 |
| AMUNDI | 0.68% | 0.05% | 436,911 | 285,440 | 188.45% | 123,246,859 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.38% | 0.29% | 244,188 | 231,887 | 1885.11% | 68,951,366 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.62% | 0.11% | 398,818 | 228,261 | 133.83% | 112,614,239 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.84% | 0.04% | 539,591 | 216,891 | 67.21% | 152,364,313 | Jun 30, 2024 |
| PACER ADVISORS, INC. | 1.50% | 0.62% | 964,910 | 214,669 | 28.61% | 272,461,637 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.32% | 0.18% | 206,213 | 206,213 | 100.00% | 58,213,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.32% | 0.01% | 204,800 | 204,800 | 100.00% | 57,829,376 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.40% | 0.02% | 259,484 | 186,676 | 256.39% | 73,271,000 | Jun 30, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 0.27% | 0.06% | 173,625 | 169,865 | 4517.69% | 49,861,628 | Jun 30, 2024 |
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 0.59% | 0.26% | 380,383 | 161,000 | 73.39% | 53,704,374 | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 0.59% | 0.26% | 379,840 | 160,446 | 73.13% | 107,255,424 | Jun 30, 2024 |
| JUPITER ASSET MANAGEMENT LTD | 0.37% | 0.63% | 235,308 | 134,185 | 132.69% | 66,443,920 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.62% | 0.03% | 400,574 | 131,854 | 49.07% | 113,110,080 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.69% | 0.03% | 440,893 | 120,317 | 37.53% | 124,494,947 | Jun 30, 2024 |
| REIK & CO., LLC | 0.34% | 8.01% | 219,576 | 107,910 | 96.64% | 31,000,838 | Jun 30, 2024 |
| NATIONAL PENSION SERVICE | 0.16% | 0.02% | 100,300 | 100,300 | 100.00% | 14,160,856 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.42% | 0.12% | 266,932 | 97,255 | 57.32% | 75,373,478 | Jun 30, 2024 |
As of Jun 30 2024, Williams-Sonoma's largest institutional buyer is BLACKROCK INC.. The company purchased 886.78K stocks of WSM, valued at $2.16B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPITAL RESEARCH GLOBAL INVESTORS | 1.30% | 0.05% | 833,442 | -1,903,619 | -69.55% | 235,339,940 | Jun 30, 2024 |
| FMR LLC | 7.92% | 0.09% | 5,085,364 | -1,305,546 | -20.43% | 1,435,954,294 | Jun 30, 2024 |
| CAPTRUST FINANCIAL ADVISORS | 0.48% | 0.28% | 306,527 | -398,392 | -56.52% | 86,554,146 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.16% | 0.01% | 102,626 | -307,307 | -74.97% | 28,978,504 | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -285,700 | -100.00% | - | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -199,400 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.01% | 0.00% | 5,600 | -160,700 | -96.63% | 1,581,272 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.35% | 0.01% | 221,791 | -154,466 | -41.05% | 62,627,195 | Jun 30, 2024 |
| INVESCO LTD. | 1.96% | 0.08% | 1,260,281 | -128,398 | -9.25% | 355,865,591 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.00% | 0.00% | 968 | -116,366 | -99.17% | 273,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.44% | 0.01% | 284,715 | -109,112 | -27.71% | 80,395,074 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.11% | 0.03% | 73,600 | -104,900 | -58.77% | 20,782,432 | Jun 30, 2024 |
| SOROS FUND MANAGEMENT LLC | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.00% | 0.00% | 1,000 | -93,400 | -98.94% | 282,370 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.05% | 0.00% | 29,548 | -92,940 | -75.88% | 8,343,469 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -84,974 | -100.00% | - | Jun 30, 2024 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | - | - | - | -69,689 | -100.00% | - | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 0.23% | 0.17% | 149,514 | -62,245 | -29.39% | 42,218,268 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.09% | 0.03% | 59,200 | -62,100 | -51.20% | 16,716,304 | Jun 30, 2024 |
| AVALON GLOBAL ASSET MANAGEMENT LLC | - | - | - | -60,000 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Williams-Sonoma's biggest institutional seller is CAPITAL RESEARCH GLOBAL INVESTORS. The company sold -1.90M shares of WSM, valued at $235.34M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.15% | 0.03% | 739,484 | 739,484 | 100.00% | 208,808,097 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.32% | 0.01% | 204,800 | 204,800 | 100.00% | 57,829,376 | Jun 30, 2024 |
| NATIONAL PENSION SERVICE | 0.16% | 0.02% | 100,300 | 100,300 | 100.00% | 14,160,856 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.13% | 0.13% | 81,725 | 81,725 | 100.00% | 23,076,688 | Jun 30, 2024 |
| CANDLESTICK CAPITAL MANAGEMENT LP | 0.08% | 0.39% | 50,000 | 50,000 | 100.00% | 14,118,500 | Jun 30, 2024 |
| ACHMEA INVESTMENT MANAGEMENT B.V. | 0.07% | 0.21% | 42,047 | 42,047 | 100.00% | 11,873,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.06% | 0.00% | 40,000 | 40,000 | 100.00% | 11,294,800 | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | 0.06% | 0.22% | 39,730 | 39,730 | 100.00% | 11,218,560 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.06% | 0.03% | 39,589 | 39,589 | 100.00% | 11,178,769 | Jun 30, 2024 |
| MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH | 0.06% | 0.35% | 37,789 | 37,789 | 100.00% | 10,670,480 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.05% | 0.02% | 31,597 | 31,597 | 100.00% | 8,922,045 | Jun 30, 2024 |
| ROKOS CAPITAL MANAGEMENT LLP | 0.05% | 0.06% | 31,100 | 31,100 | 100.00% | 8,787,461 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.04% | 0.01% | 26,750 | 26,750 | 100.00% | 7,553,398 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.04% | 0.04% | 22,612 | 22,612 | 100.00% | 6,384,000 | Jun 30, 2024 |
| RAILWAY PENSION INVESTMENTS LTD | 0.03% | 0.07% | 20,900 | 20,900 | 100.00% | 5,901,533 | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | 0.03% | 0.12% | 20,000 | 20,000 | 100.00% | 5,647,400 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.03% | 0.06% | 19,122 | 19,122 | 100.00% | 5,399,479 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.03% | 0.06% | 18,500 | 18,500 | 100.00% | 5,224,000 | Jun 30, 2024 |
| NEO IVY CAPITAL MANAGEMENT | 0.03% | 0.95% | 17,236 | 17,236 | 100.00% | 4,867,000 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.02% | 0.10% | 15,097 | 15,097 | 100.00% | 4,262,940 | Jun 30, 2024 |
| ALAMAR CAPITAL MANAGEMENT, LLC | 0.02% | 2.80% | 13,688 | 13,688 | 100.00% | 3,865,081 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.02% | 0.07% | 12,960 | 12,960 | 100.00% | 3,659,516 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.01% | 11,875 | 11,875 | 100.00% | 3,281,280 | Jun 30, 2024 |
| POINT72 HONG KONG LTD | 0.02% | 0.18% | 10,687 | 10,687 | 100.00% | 3,017,665 | Jun 30, 2024 |
| LA BANQUE POSTALE ASSET MANAGEMENT SA | 0.02% | 0.12% | 10,489 | 10,489 | 100.00% | 2,961,779 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.01% | 0.03% | 9,622 | 9,622 | 100.00% | 2,716,964 | Jun 30, 2024 |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.01% | 0.02% | 9,028 | 9,028 | 100.00% | 2,549,430 | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | 0.01% | 0.05% | 8,468 | 8,468 | 100.00% | 2,391,109 | Jun 30, 2024 |
| 1832 ASSET MANAGEMENT L.P. | 0.01% | 0.00% | 8,461 | 8,461 | 100.00% | 1,194,566 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.01% | 0.00% | 8,153 | 8,153 | 100.00% | 2,302,162 | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | 0.01% | 0.03% | 8,092 | 8,092 | 100.00% | 2,284,810 | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | 0.01% | 0.44% | 7,600 | 7,600 | 100.00% | 2,146,012 | Jun 30, 2024 |
| KINNERET ADVISORY, LLC | 0.01% | 0.17% | 6,282 | 6,282 | 100.00% | 1,773,848 | Jun 30, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | 0.01% | 0.18% | 5,894 | 5,894 | 100.00% | 1,664,000 | Jun 30, 2024 |
| TORONTO DOMINION BANK | 0.01% | 0.00% | 5,851 | 5,851 | 100.00% | 826,073 | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.01% | 0.25% | 4,626 | 4,626 | 100.00% | 1,306,244 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.01% | 0.12% | 4,371 | 4,371 | 100.00% | 1,234,240 | Jun 30, 2024 |
| FORA CAPITAL, LLC | 0.01% | 0.15% | 4,298 | 4,298 | 100.00% | 1,213,626 | Jun 30, 2024 |
| KNOLLWOOD INVESTMENT ADVISORY, LLC | 0.01% | 0.13% | 4,217 | 4,217 | 100.00% | 1,190,754 | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | 0.01% | 0.21% | 3,818 | 3,818 | 100.00% | 1,078,089 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.01% | 0.05% | 3,701 | 3,701 | 100.00% | 1,045,051 | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | 0.01% | 0.11% | 3,572 | 3,572 | 100.00% | 1,008,626 | Jun 30, 2024 |
| AXQ CAPITAL, LP | 0.01% | 0.22% | 3,358 | 3,358 | 100.00% | 948,198 | Jun 30, 2024 |
| MACKENZIE FINANCIAL CORP | 0.01% | 0.00% | 3,283 | 3,283 | 100.00% | 927,021 | Jun 30, 2024 |
| MERIT FINANCIAL GROUP, LLC | 0.00% | 0.02% | 3,066 | 3,066 | 100.00% | 865,816 | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.00% | 0.07% | 2,992 | 2,992 | 100.00% | 844,851 | Jun 30, 2024 |
| 0.00% | 0.05% | 2,869 | 2,869 | 100.00% | 385,603 | Jun 30, 2024 | |
| AFFINITY INVESTMENT ADVISORS, LLC | 0.00% | 0.56% | 2,636 | 2,636 | 100.00% | 744,327 | Jun 30, 2024 |
| AUSTRALIANSUPER PTY LTD | 0.00% | 0.00% | 2,450 | 2,450 | 100.00% | 691,807 | Jun 30, 2024 |
| SMITH GROUP ASSET MANAGEMENT, LLC | 0.00% | 0.06% | 2,350 | 2,350 | 100.00% | 663,570 | Jun 30, 2024 |
| VONTOBEL HOLDING LTD. | 0.00% | 0.00% | 2,149 | 2,149 | 100.00% | 606,813 | Jun 30, 2024 |
| IMPAX ASSET MANAGEMENT GROUP PLC | 0.00% | 0.00% | 2,125 | 2,125 | 100.00% | 600,036 | Jun 30, 2024 |
| AGF MANAGEMENT LTD | 0.00% | 0.00% | 2,062 | 2,062 | 100.00% | 582,247 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.04% | 2,057 | 2,057 | 100.00% | 580,835 | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 0.00% | 0.04% | 1,900 | 1,900 | 100.00% | 536,504 | Jun 30, 2024 |
| IA GLOBAL ASSET MANAGEMENT INC. | 0.00% | 0.01% | 1,662 | 1,662 | 100.00% | 469,000 | Jun 30, 2024 |
| RAFFERTY ASSET MANAGEMENT, LLC | 0.00% | 0.00% | 1,589 | 1,589 | 100.00% | 448,686 | Jun 30, 2024 |
| VERDAD ADVISERS, LP | 0.00% | 0.45% | 1,386 | 1,386 | 100.00% | 391,365 | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | 0.00% | 0.07% | 1,382 | 1,382 | 100.00% | 390,235 | Jun 30, 2024 |
| YEOMANS CONSULTING GROUP, INC. | 0.00% | 0.14% | 1,264 | 1,264 | 100.00% | 356,916 | Jun 30, 2024 |
| KATHMERE CAPITAL MANAGEMENT, LLC | 0.00% | 0.04% | 1,203 | 1,203 | 100.00% | 339,691 | Jun 30, 2024 |
| PRECISION WEALTH STRATEGIES, LLC | 0.00% | 0.34% | 1,172 | 1,172 | 100.00% | 330,938 | Jun 30, 2024 |
| BLUE INVESTMENT PARTNERS LLC | 0.00% | 0.15% | 1,169 | 1,169 | 100.00% | 330,091 | Jun 30, 2024 |
| OVERSEA-CHINESE BANKING CORP LTD | 0.00% | 0.01% | 958 | 958 | 100.00% | 270,510 | Jun 30, 2024 |
| PRIVATE CLIENT SERVICES, LLC | 0.00% | 0.16% | 913 | 913 | 100.00% | 257,804 | Jun 30, 2024 |
| FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.02% | 895 | 895 | 100.00% | 252,721 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 0.00% | - | 860 | 860 | 100.00% | 242,838 | Jun 30, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | 0.00% | 0.09% | 841 | 841 | 100.00% | 237,000 | Jun 30, 2024 |
| FOCUSED WEALTH MANAGEMENT, INC | 0.00% | 0.02% | 800 | 800 | 100.00% | 112,944 | Jun 30, 2024 |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 0.00% | 0.00% | 791 | 791 | 100.00% | 223,355 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.00% | 0.00% | 755 | 755 | 100.00% | 213,335 | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | 0.00% | 0.00% | 754 | 754 | 100.00% | 212,907 | Jun 30, 2024 |
| MARATHON TRADING INVESTMENT MANAGEMENT LLC | 0.00% | 0.02% | 742 | 742 | 100.00% | 209,519 | Jun 30, 2024 |
| PARAMETRICA MANAGEMENT LTD | 0.00% | 0.27% | 725 | 725 | 100.00% | 204,718 | Jun 30, 2024 |
| V-SQUARE QUANTITATIVE MANAGEMENT LLC | 0.00% | 0.03% | 666 | 666 | 100.00% | 188,058 | Jun 30, 2024 |
| OSTRUM ASSET MANAGEMENT | 0.00% | 0.02% | 638 | 638 | 100.00% | 180,152 | Jun 30, 2024 |
| ACTIVEST WEALTH MANAGEMENT | 0.00% | 0.04% | 400 | 400 | 100.00% | 112,948 | Jun 30, 2024 |
| VIRTUS INVESTMENT ADVISERS, INC. | 0.00% | 0.10% | 400 | 400 | 100.00% | 112,948 | Jun 30, 2024 |
| FIL LTD | 0.00% | 0.00% | 249 | 249 | 100.00% | 70,310 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | 0.00% | 243 | 243 | 100.00% | 68,633 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | 0.00% | 0.01% | 118 | 118 | 100.00% | 33,231 | Jun 30, 2024 |
| CREWE ADVISORS LLC | 0.00% | 0.00% | 103 | 103 | 100.00% | 29,085 | Jun 30, 2024 |
| GREAT LAKES RETIREMENT, INC. | 0.00% | 0.00% | 81 | 81 | 100.00% | 22,872 | Jun 30, 2024 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 0.00% | 0.01% | 70 | 70 | 100.00% | 19,766 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.01% | 69 | 69 | 100.00% | 19,484 | Jun 30, 2024 |
| RIDGEWOOD INVESTMENTS LLC | 0.00% | 0.01% | 61 | 61 | 100.00% | 17,308 | Jun 30, 2024 |
| CITIZENS NATIONAL BANK TRUST DEPARTMENT | 0.00% | 0.00% | 50 | 50 | 100.00% | 14,119 | Jun 30, 2024 |
| MATRIX TRUST CO | 0.00% | 0.00% | 36 | 36 | 100.00% | 10,000 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 29 | 29 | 100.00% | 8,189 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 18 | 18 | 100.00% | 5,083 | Jun 30, 2024 |
| CVA FAMILY OFFICE, LLC | - | 0.00% | 13 | 13 | 100.00% | 3,671 | Jun 30, 2024 |
| MATHER GROUP, LLC. | - | - | 12 | 12 | 100.00% | 3,810 | Jun 30, 2024 |
| VISIONPOINT ADVISORY GROUP, LLC | - | 0.00% | 7 | 7 | 100.00% | 1,977 | Jun 30, 2024 |
| - | 0.00% | 6 | 6 | 100.00% | 1,694 | Jun 30, 2024 | |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.00% | 6 | 6 | 100.00% | 1,694 | Jun 30, 2024 |
| MV CAPITAL MANAGEMENT, INC. | - | 0.00% | 3 | 3 | 100.00% | 848 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | 2 | 2 | 100.00% | 540 | Jun 30, 2024 |
Williams-Sonoma's largest new institutional shareholder by number of shares is NORGES BANK, purchased 739.48K shares, valued at $208.81M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BARCLAYS PLC | - | - | - | -285,700 | -100.00% | - | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -199,400 | -100.00% | - | Jun 30, 2024 |
| SOROS FUND MANAGEMENT LLC | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -84,974 | -100.00% | - | Jun 30, 2024 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | - | - | - | -69,689 | -100.00% | - | Jun 30, 2024 |
| AVALON GLOBAL ASSET MANAGEMENT LLC | - | - | - | -60,000 | -100.00% | - | Jun 30, 2024 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | - | - | - | -37,700 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -36,000 | -100.00% | - | Jun 30, 2024 |
| WEISS ASSET MANAGEMENT LP | - | - | - | -31,151 | -100.00% | - | Jun 30, 2024 |
| RADNOR CAPITAL MANAGEMENT, LLC | - | - | - | -28,171 | -100.00% | - | Jun 30, 2024 |
| WALLEYE TRADING LLC | - | - | - | -25,556 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -25,000 | -100.00% | - | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -16,974 | -100.00% | - | Jun 30, 2024 |
| PERBAK CAPITAL PARTNERS LLP | - | - | - | -15,811 | -100.00% | - | Jun 30, 2024 |
| HERR INVESTMENT GROUP LLC | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -13,716 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -13,600 | -100.00% | - | Jun 30, 2024 |
| L & S ADVISORS INC | - | - | - | -13,331 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -12,048 | -100.00% | - | Jun 30, 2024 |
| STRATOS WEALTH ADVISORS, LLC | - | - | - | -8,912 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -8,500 | -100.00% | - | Jun 30, 2024 |
| CIBC WORLD MARKET INC. | - | - | - | -8,116 | -100.00% | - | Jun 30, 2024 |
| DONALD L. HAGAN, LLC | - | - | - | -7,919 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -7,150 | -100.00% | - | Jun 30, 2024 |
| ARMISTICE CAPITAL, LLC | - | - | - | -6,822 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -6,281 | -100.00% | - | Jun 30, 2024 |
| ALASKA PERMANENT FUND CORP | - | - | - | -6,200 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -6,001 | -100.00% | - | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | - | - | - | -5,842 | -100.00% | - | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -4,215 | -100.00% | - | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | - | - | - | -3,801 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -2,480 | -100.00% | - | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -2,237 | -100.00% | - | Jun 30, 2024 |
| CHOATE INVESTMENT ADVISORS | - | - | - | -2,183 | -100.00% | - | Jun 30, 2024 |
| COUNTERPOINT MUTUAL FUNDS LLC | - | - | - | -2,139 | -100.00% | - | Jun 30, 2024 |
| PARAGON CAPITAL MANAGEMENT LTD | - | - | - | -2,037 | -100.00% | - | Jun 30, 2024 |
| CAAS CAPITAL MANAGEMENT LP | - | - | - | -1,900 | -100.00% | - | Jun 30, 2024 |
| ACCUVEST GLOBAL ADVISORS | - | - | - | -1,598 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -1,564 | -100.00% | - | Jun 30, 2024 |
| GREENWOOD CAPITAL ASSOCIATES LLC | - | - | - | -1,455 | -100.00% | - | Jun 30, 2024 |
| GENUS CAPITAL MANAGEMENT INC. | - | - | - | -1,421 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -1,413 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -1,403 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -1,381 | -100.00% | - | Jun 30, 2024 |
| BROWN CAPITAL MANAGEMENT LLC | - | - | - | -1,376 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -1,342 | -100.00% | - | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -1,129 | -100.00% | - | Jun 30, 2024 |
| CLARET ASSET MANAGEMENT CORP | - | - | - | -1,113 | -100.00% | - | Jun 30, 2024 |
| LEO WEALTH, LLC | - | - | - | -1,083 | -100.00% | - | Jun 30, 2024 |
| OXFORD ASSET MANAGEMENT LLP | - | - | - | -1,005 | -100.00% | - | Jun 30, 2024 |
| BTC CAPITAL MANAGEMENT, INC. | - | - | - | -1,005 | -100.00% | - | Jun 30, 2024 |
| LEVIN CAPITAL STRATEGIES, L.P. | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| EHRLICH FINANCIAL GROUP | - | - | - | -857 | -100.00% | - | Jun 30, 2024 |
| EQIS CAPITAL MANAGEMENT, INC. | - | - | - | -832 | -100.00% | - | Jun 30, 2024 |
| IEQ CAPITAL, LLC | - | - | - | -786 | -100.00% | - | Jun 30, 2024 |
| APTUS CAPITAL ADVISORS, LLC | - | - | - | -784 | -100.00% | - | Jun 30, 2024 |
| ABBREA CAPITAL, LLC | - | - | - | -775 | -100.00% | - | Jun 30, 2024 |
| MONECO ADVISORS, LLC | - | - | - | -765 | -100.00% | - | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | - | - | - | -763 | -100.00% | - | Jun 30, 2024 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | - | - | - | -756 | -100.00% | - | Jun 30, 2024 |
| GEOWEALTH MANAGEMENT, LLC | - | - | - | -747 | -100.00% | - | Jun 30, 2024 |
| VALEO FINANCIAL ADVISORS, LLC | - | - | - | -719 | -100.00% | - | Jun 30, 2024 |
| SHERIDAN CAPITAL MANAGEMENT, LLC | - | - | - | -706 | -100.00% | - | Jun 30, 2024 |
| MOSELEY INVESTMENT MANAGEMENT INC | - | - | - | -702 | -100.00% | - | Jun 30, 2024 |
| WATERLOO CAPITAL, L.P. | - | - | - | -685 | -100.00% | - | Jun 30, 2024 |
| - | - | - | -681 | -100.00% | - | Jun 30, 2024 | |
| CIGNA INVESTMENTS INC /NEW | - | - | - | -672 | -100.00% | - | Jun 30, 2024 |
| CULLEN INVESTMENT GROUP, LTD. | - | - | - | -670 | -100.00% | - | Jun 30, 2024 |
| BAKER AVENUE ASSET MANAGEMENT, LP | - | - | - | -653 | -100.00% | - | Jun 30, 2024 |
| AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | - | - | - | -650 | -100.00% | - | Jun 30, 2024 |
| BERKSHIRE BANK | - | - | - | -644 | -100.00% | - | Jun 30, 2024 |
| SNOWDEN CAPITAL ADVISORS LLC | - | - | - | -644 | -100.00% | - | Jun 30, 2024 |
| EVERCORE WEALTH MANAGEMENT, LLC | - | - | - | -643 | -100.00% | - | Jun 30, 2024 |
| BADGLEY PHELPS WEALTH MANAGERS, LLC | - | - | - | -642 | -100.00% | - | Jun 30, 2024 |
| WEALTHFRONT ADVISERS LLC | - | - | - | -641 | -100.00% | - | Jun 30, 2024 |
| HIGHPOINT ADVISOR GROUP LLC | - | - | - | -638 | -100.00% | - | Jun 30, 2024 |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | - | - | - | -636 | -100.00% | - | Jun 30, 2024 |
| GREAT VALLEY ADVISOR GROUP, INC. | - | - | - | -633 | -100.00% | - | Jun 30, 2024 |
| TIAA TRUST, NATIONAL ASSOCIATION | - | - | - | -633 | -100.00% | - | Jun 30, 2024 |
| ESSEX PRIVATE WEALTH MANAGEMENT, LLC | - | - | - | -632 | -100.00% | - | Jun 30, 2024 |
| FIRST COMMAND ADVISORY SERVICES, INC. | - | - | - | -585 | -100.00% | - | Jun 30, 2024 |
| TOBAM | - | - | - | -436 | -100.00% | - | Jun 30, 2024 |
| LIDO ADVISORS, LLC | - | - | - | -400 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -400 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -191 | -100.00% | - | Jun 30, 2024 |
| NORTHWEST INVESTMENT COUNSELORS, LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -93 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -52 | -100.00% | - | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | - | - | - | -30 | -100.00% | - | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | - | - | - | -30 | -100.00% | - | Jun 30, 2024 |
| COPELAND CAPITAL MANAGEMENT, LLC | - | - | - | -24 | -100.00% | - | Jun 30, 2024 |
| LRI INVESTMENTS, LLC | - | - | - | -16 | -100.00% | - | Jun 30, 2024 |
| VIMA LLC | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
| WESTERN PACIFIC WEALTH MANAGEMENT, LP | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Williams-Sonoma's largest sold out institutional shareholder by shares sold is BARCLAYS PLC, sold -0.29M shares, valued at -, as of undefined.
Williams-Sonoma Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| FOXBY CORP. | 1.43% | 2,500 | 2,500 | - | Dec 31, 2023 |
| Transparent Value Trust | 1.37% | 22,059 | - | - | Dec 31, 2023 |
| DIVIDEND & INCOME FUND | 1.10% | 48,000 | - | - | Dec 31, 2023 |
| SCHRODER GLOBAL SERIES TRUST | 0.87% | 1,773 | - | - | Jan 31, 2021 |
| Investment House Funds | 0.76% | 8,000 | - | - | Jan 31, 2024 |
| AGF Investments Trust | 0.73% | -13,716 | - | - | Mar 31, 2024 |
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.55% | 3,630 | - | - | Mar 31, 2021 |
| LORD ABBETT MID CAP STOCK FUND INC | 0.45% | 121,830 | - | - | Mar 31, 2024 |
| AMCAP FUND | 0.26% | 2,195,112 | -2,867 | -0.13% | Feb 29, 2024 |
| Milliman Variable Insurance Trust | 0.25% | 105 | -27 | -20.45% | Mar 31, 2024 |
| Infusive US Trust | 0.19% | 908 | - | - | Mar 31, 2022 |
| Miller/Howard Funds Trust | 0.17% | 11,459 | 11,459 | - | Apr 30, 2020 |
| HSBC FUNDS | 0.16% | 5,010 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.15% | 845,026 | 844,689 | 250649.55% | Mar 31, 2024 |
| COPLEY FUND INC /NV/ | 0.15% | 2,000 | - | - | Nov 30, 2022 |
| Siren ETF Trust | 0.14% | 5,286 | - | - | Mar 31, 2024 |
| AB EQUITY INCOME FUND INC | 0.14% | 13,852 | - | - | Feb 29, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.13% | 524,448 | 4,431 | 0.85% | Mar 28, 2024 |
| AB TRUST | 0.13% | 125,338 | -34,980 | -21.82% | Feb 29, 2024 |
| ALGER FUNDS II | 0.13% | 29,054 | - | - | Jan 31, 2024 |
| LIBERTY ALL STAR GROWTH FUND INC. | 0.13% | 15,772 | - | - | Dec 31, 2023 |
| Midas Series Trust | 0.12% | 5,000 | - | - | Dec 31, 2023 |
| CGM TRUST | 0.12% | 160,000 | - | - | Sep 30, 2022 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.09% | 39,665 | -2,400 | -5.71% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.09% | 44,744 | - | - | Mar 31, 2024 |
| RIVERPARK FUNDS TRUST | 0.07% | 590,377 | - | - | Dec 31, 2023 |
| AMERICAN MUTUAL FUND | 0.07% | 620,749 | -277,081 | -30.86% | Jan 31, 2024 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 0.06% | 20,600 | - | - | Dec 31, 2023 |
| WANGER ADVISORS TRUST | 0.05% | 28,145 | -12,920 | -31.46% | Mar 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.05% | 49,239 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.05% | 413,923 | - | - | Mar 31, 2024 |
| COLUMBIA ACORN TRUST | 0.05% | 148,361 | -68,886 | -31.71% | Mar 31, 2024 |
| FIDELITY CONTRAFUND | 0.04% | 2,960,773 | -138,720 | -4.48% | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.04% | 86,410 | -3,937 | -4.36% | Mar 31, 2024 |
| Federated Hermes Index Trust | 0.04% | 8,234 | 552 | 7.19% | Jan 31, 2024 |
| BOSTON TRUST WALDEN FUNDS | 0.04% | 96,391 | -40,493 | -29.58% | Mar 28, 2024 |
| REYNOLDS FUNDS INC | 0.04% | 400 | 100 | 33.33% | Mar 31, 2024 |
| FIDELITY DEVONSHIRE TRUST | 0.03% | 368,475 | 47,035 | 14.63% | Jan 31, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.03% | 11,900 | -3,500 | -22.73% | Mar 31, 2024 |
| OSI ETF Trust | 0.03% | 5,423 | - | - | Mar 31, 2022 |
| VANGUARD ADMIRAL FUNDS | 0.03% | 130,718 | -3,154 | -2.36% | Feb 29, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.03% | 1,810 | - | - | Feb 29, 2024 |
| Impact Shares Trust I | 0.03% | 312 | 75 | 31.65% | Mar 31, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.03% | 7,486 | - | - | Jan 31, 2024 |
| LORD ABBETT AFFILIATED FUND INC | 0.03% | 40,095 | - | - | Jan 31, 2024 |
| VIRTUS ASSET TRUST | 0.03% | 750,000 | - | - | Mar 28, 2024 |
| Absolute Shares Trust | 0.03% | 10,439 | - | - | Mar 31, 2024 |
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.03% | 3,191 | - | - | Mar 31, 2024 |
| ALGER PORTFOLIOS | 0.03% | 9,901 | - | - | Dec 31, 2023 |
| ROYCE CAPITAL FUND | 0.03% | 9,734 | -6,224 | -39.00% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 96,427 | -17,008 | -14.99% | Jan 31, 2024 |
| STEWARD FUNDS, INC. | 0.02% | 56,649 | -6,359 | -10.09% | Jan 31, 2024 |
| ALGER FUNDS | 0.02% | 21,693 | - | - | Jan 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.02% | 106,466 | - | - | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.02% | 11,543 | - | - | Apr 30, 2021 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.02% | 627 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.02% | 5,822 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.02% | 208,805 | -39,958 | -16.06% | Mar 31, 2024 |
| ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | 0.02% | 11,191 | - | - | Jan 31, 2024 |
| John Hancock Funds III | 0.02% | 254,822 | - | - | Mar 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.02% | 173,500 | 36,500 | 26.64% | Jan 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.01% | 2,865 | - | - | Mar 28, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 | 0.01% | 7,332 | - | - | Jan 31, 2024 |
| Pacer Funds Trust | 0.01% | 639,272 | -11,830 | -1.82% | Jan 31, 2024 |
| Global Beta ETF Trust | 0.01% | 37 | - | - | May 31, 2022 |
| Nuveen Core Equity Alpha Fund | 0.01% | 940 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 5,488,332 | -956,867 | -14.85% | Mar 31, 2024 |
| NUVEEN INVESTMENT TRUST | 0.01% | 6,400 | - | - | Mar 31, 2024 |
| TOCQUEVILLE TRUST | 0.01% | 1,500 | - | - | Jan 31, 2024 |
| TrimTabs ETF Trust | 0.01% | 7,005 | 3,897 | 125.39% | Jan 31, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.01% | 9,366 | - | - | Mar 31, 2022 |
| Calvert Responsible Index Series, Inc. | 0.01% | 17,092 | - | - | Mar 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.01% | 62,418 | 787 | 1.28% | Jan 31, 2024 |
| Humankind Benefit Corp | 0.01% | 222 | -80 | -26.49% | Dec 31, 2023 |
| GLENMEDE FUND INC | 0.01% | 86,901 | -32,115 | -26.98% | Jan 31, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.01% | 900 | - | - | Feb 29, 2024 |
| BlackRock ETF Trust | 0.01% | 8,595 | -3,950 | -31.49% | Jan 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.01% | 5,030 | -248 | -4.70% | Mar 31, 2024 |
| AQUILA FUNDS TRUST | 0.01% | 7,865 | - | - | Mar 28, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.01% | 4,217 | - | - | Mar 31, 2024 |
| OBERWEIS FUNDS | 0.01% | 8,320 | - | - | Mar 31, 2024 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.01% | 4,475 | 1,330 | 42.29% | Sep 30, 2020 |
| FRONTIER FUNDS, INC. | 0.01% | 3,053 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,622 | - | - | Mar 31, 2024 |
| LEUTHOLD FUNDS INC | 0.01% | 14,089 | - | - | Mar 31, 2024 |
| SMALLCAP WORLD FUND INC | 0.01% | 500,000 | - | - | Mar 31, 2024 |
| HENNESSY FUNDS TRUST | 0.01% | 13,900 | -3,600 | -20.57% | Jan 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.01% | 368,550 | 800 | 0.22% | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.01% | 42,181 | -1,700 | -3.87% | Aug 31, 2023 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. | 0.01% | 27,929 | -11,030 | -28.31% | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.01% | 1,400 | 1,400 | - | Jan 31, 2024 |
| Northern Lights Variable Trust | 0.01% | 5,798 | - | - | Mar 31, 2024 |
| HUSSMAN INVESTMENT TRUST | 0.01% | 20,800 | - | - | Dec 31, 2023 |
| FIDELITY PURITAN TRUST | 0.01% | 298,407 | -210,762 | -41.39% | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.01% | 464,681 | 133,275 | 40.22% | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.01% | 14,330 | 750 | 5.52% | Mar 31, 2024 |
| PERMANENT PORTFOLIO FAMILY OF FUNDS | 0.01% | 60,000 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.01% | 14,163 | - | - | Mar 31, 2024 |
| Lattice Strategies Trust | 0.01% | 7,967 | 6,797 | 580.94% | Mar 31, 2024 |
| ALPS ETF Trust | 0.01% | 65,213 | 11,158 | 20.64% | Feb 29, 2024 |
Williams-Sonoma's largest mutual fund holder by % of total assets is "FOXBY CORP.", owning 2.50K shares, compromising 1.43% of its total assets.
Williams-Sonoma Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 451 | -45.99% |
| 31 Mar, 24 | 835 | 17.28% |
| 31 Dec, 23 | 712 | 14.84% |
| 30 Sep, 23 | 620 | 2.48% |
| 30 Jun, 23 | 605 | -3.51% |
| 31 Mar, 23 | 627 | -2.64% |
| 31 Dec, 22 | 644 | 1.26% |
| 30 Sep, 22 | 636 | 1.76% |
| 30 Jun, 22 | 625 | -1.73% |
| 31 Mar, 22 | 636 | -5.36% |
| 31 Dec, 21 | 672 | 7.87% |
| 30 Sep, 21 | 623 | 4.36% |
| 30 Jun, 21 | 597 | 3.11% |
| 31 Mar, 21 | 579 | 10.29% |
| 31 Dec, 20 | 525 | 7.80% |
| 30 Sep, 20 | 487 | 2.96% |
| 30 Jun, 20 | 473 | 15.93% |
| 31 Mar, 20 | 408 | -11.11% |
| 31 Dec, 19 | 459 | 6.00% |
| 30 Sep, 19 | 433 | -0.46% |
| 30 Jun, 19 | 435 | -9.00% |
| 31 Mar, 19 | 478 | 11.42% |
| 31 Dec, 18 | 429 | -9.68% |
| 30 Sep, 18 | 475 | 1.93% |
| 30 Jun, 18 | 466 | 3.56% |
| 31 Mar, 18 | 450 | 6.64% |
| 31 Dec, 17 | 422 | 6.57% |
| 30 Sep, 17 | 396 | -1.49% |
| 30 Jun, 17 | 402 | -2.66% |
| 31 Mar, 17 | 413 | -2.13% |
| 31 Dec, 16 | 422 | 3.43% |
| 30 Sep, 16 | 408 | 5.43% |
| 30 Jun, 16 | 387 | 2.38% |
| 31 Mar, 16 | 378 | -0.79% |
| 31 Dec, 15 | 381 | 4.96% |
| 30 Sep, 15 | 363 | 0.55% |
| 30 Jun, 15 | 361 | -4.50% |
| 31 Mar, 15 | 378 | 0.80% |
| 31 Dec, 14 | 375 | 6.53% |
| 30 Sep, 14 | 352 | 3.83% |
| 30 Jun, 14 | 339 | 3.35% |
| 31 Mar, 14 | 328 | -0.30% |
| 31 Dec, 13 | 329 | 4.11% |
| 30 Sep, 13 | 316 | 10.49% |
| 30 Jun, 13 | 286 | 128.80% |
| 31 Mar, 13 | 125 | -0.79% |
| 31 Dec, 12 | 126 | - |
| 30 Sep, 12 | 126 | -3.08% |
| 30 Jun, 12 | 130 | 9.24% |
| 31 Mar, 12 | 119 | -4.03% |
| 31 Dec, 11 | 124 | 19.23% |
| 30 Sep, 11 | 104 | -4.59% |
| 30 Jun, 11 | 109 | 11.22% |
| 31 Mar, 11 | 98 | 8.89% |
| 31 Dec, 10 | 90 | 8.43% |
| 30 Sep, 10 | 83 | 2.47% |
| 30 Jun, 10 | 81 | -4.71% |
| 31 Mar, 10 | 85 | 11.84% |
| 31 Dec, 09 | 76 | 8.57% |
| 30 Sep, 09 | 70 | -13.58% |
| 30 Jun, 09 | 81 | 32.79% |
| 31 Mar, 09 | 61 | -16.44% |
| 31 Dec, 08 | 73 | 2.82% |
| 30 Sep, 08 | 71 | 22.41% |
| 30 Jun, 08 | 58 | -9.38% |
| 31 Mar, 08 | 64 | 1.59% |
| 31 Dec, 07 | 63 | 6.78% |
| 30 Sep, 07 | 59 | -1.67% |
| 30 Jun, 07 | 60 | 1.69% |
| 31 Mar, 07 | 59 | -4.84% |
| 31 Dec, 06 | 62 | 5.08% |
| 30 Sep, 06 | 59 | -19.18% |
| 30 Jun, 06 | 73 | -6.41% |
| 31 Mar, 06 | 78 | 21.88% |
| 31 Dec, 05 | 64 | 6.67% |
| 30 Sep, 05 | 60 | -1.64% |
| 30 Jun, 05 | 61 | 1.67% |
| 31 Mar, 05 | 60 | 3.45% |
| 31 Dec, 04 | 58 | 3.57% |
| 30 Sep, 04 | 56 | -1.75% |
| 30 Jun, 04 | 57 | -16.18% |
| 31 Mar, 04 | 68 | 17.24% |
| 31 Dec, 03 | 58 | 1.75% |
| 30 Sep, 03 | 57 | 21.28% |
| 30 Jun, 03 | 47 | 9.30% |
| 31 Mar, 03 | 43 | -15.69% |
| 31 Dec, 02 | 51 | 27.50% |
| 30 Sep, 02 | 40 | -4.76% |
| 30 Jun, 02 | 42 | 31.25% |
| 31 Mar, 02 | 32 | 18.52% |
| 31 Dec, 01 | 27 | -6.90% |
| 30 Sep, 01 | 29 | 3.57% |
| 30 Jun, 01 | 28 | 3.70% |
| 31 Mar, 01 | 27 | 22.73% |
| 31 Dec, 00 | 22 | -4.35% |
| 30 Sep, 00 | 23 | 4.55% |
| 30 Jun, 00 | 22 | 22.22% |
| 31 Mar, 00 | 18 | -5.26% |
| 31 Dec, 99 | 19 | 11.76% |
| 30 Sep, 99 | 17 | -5.56% |
| 30 Jun, 99 | 18 | 20.00% |
| 31 Mar, 99 | 15 | 1400.00% |
| 31 Dec, 98 | 1 | - |
As of 30 Jun 24, 451 institutions are holding Williams-Sonoma's shares, representing a decrease of -45.99% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 11,360,566 | -81.48% |
| 31 Mar, 24 | 61,355,829 | -2.42% |
| 31 Dec, 23 | 62,874,394 | -2.96% |
| 30 Sep, 23 | 64,789,760 | 1.46% |
| 30 Jun, 23 | 63,858,829 | -3.93% |
| 31 Mar, 23 | 66,472,680 | -1.07% |
| 31 Dec, 22 | 67,189,654 | 0.29% |
| 30 Sep, 22 | 66,996,199 | -4.31% |
| 30 Jun, 22 | 70,014,441 | 1.25% |
| 31 Mar, 22 | 69,148,983 | -2.91% |
| 31 Dec, 21 | 71,218,319 | 1.61% |
| 30 Sep, 21 | 70,087,441 | 0.26% |
| 30 Jun, 21 | 69,903,566 | -1.53% |
| 31 Mar, 21 | 70,992,336 | -6.02% |
| 31 Dec, 20 | 75,543,551 | -1.32% |
| 30 Sep, 20 | 76,552,042 | -0.78% |
| 30 Jun, 20 | 77,154,286 | -1.40% |
| 31 Mar, 20 | 78,249,950 | 1.57% |
| 31 Dec, 19 | 77,043,706 | -2.62% |
| 30 Sep, 19 | 79,112,940 | -5.95% |
| 30 Jun, 19 | 84,114,388 | -4.17% |
| 31 Mar, 19 | 87,778,401 | -0.49% |
| 31 Dec, 18 | 88,208,592 | -0.97% |
| 30 Sep, 18 | 89,074,037 | -2.55% |
| 30 Jun, 18 | 91,408,218 | 2.45% |
| 31 Mar, 18 | 89,220,678 | 0.77% |
| 31 Dec, 17 | 88,538,905 | 1.02% |
| 30 Sep, 17 | 87,641,850 | 3.04% |
| 30 Jun, 17 | 85,056,723 | 0.83% |
| 31 Mar, 17 | 84,354,494 | -0.82% |
| 31 Dec, 16 | 85,055,532 | -4.19% |
| 30 Sep, 16 | 88,771,795 | 2.94% |
| 30 Jun, 16 | 86,234,280 | 5.93% |
| 31 Mar, 16 | 81,406,440 | -0.58% |
| 31 Dec, 15 | 81,877,742 | 2.09% |
| 30 Sep, 15 | 80,205,185 | 4.98% |
| 30 Jun, 15 | 76,403,799 | -0.01% |
| 31 Mar, 15 | 76,413,766 | -1.23% |
| 31 Dec, 14 | 77,365,068 | -7.52% |
| 30 Sep, 14 | 83,651,543 | 2.08% |
| 30 Jun, 14 | 81,944,730 | -1.92% |
| 31 Mar, 14 | 83,546,531 | -2.78% |
| 31 Dec, 13 | 85,938,042 | 3.42% |
| 30 Sep, 13 | 83,096,913 | -0.92% |
| 30 Jun, 13 | 83,864,719 | 203.86% |
| 31 Mar, 13 | 27,599,931 | -17.90% |
| 31 Dec, 12 | 33,619,151 | 13.06% |
| 30 Sep, 12 | 29,736,885 | -22.25% |
| 30 Jun, 12 | 38,247,902 | -8.08% |
| 31 Mar, 12 | 41,608,298 | -4.54% |
| 31 Dec, 11 | 43,586,430 | 27.19% |
| 30 Sep, 11 | 34,269,544 | -10.76% |
| 30 Jun, 11 | 38,399,690 | 13.62% |
| 31 Mar, 11 | 33,797,156 | 50.61% |
| 31 Dec, 10 | 22,439,614 | -12.63% |
| 30 Sep, 10 | 25,682,113 | -1.23% |
| 30 Jun, 10 | 26,003,210 | -7.61% |
| 31 Mar, 10 | 28,145,083 | 40.97% |
| 31 Dec, 09 | 19,964,786 | -26.67% |
| 30 Sep, 09 | 27,227,201 | 33.31% |
| 30 Jun, 09 | 20,423,984 | -44.69% |
| 31 Mar, 09 | 36,924,835 | -12.22% |
| 31 Dec, 08 | 42,065,627 | 72.11% |
| 30 Sep, 08 | 24,440,895 | 75.72% |
| 30 Jun, 08 | 13,909,346 | -24.82% |
| 31 Mar, 08 | 18,500,177 | -23.62% |
| 31 Dec, 07 | 24,220,373 | 1.75% |
| 30 Sep, 07 | 23,804,723 | -16.24% |
| 30 Jun, 07 | 28,420,783 | 164.98% |
| 31 Mar, 07 | 10,725,473 | -55.41% |
| 31 Dec, 06 | 24,055,489 | 83.46% |
| 30 Sep, 06 | 13,111,923 | -21.96% |
| 30 Jun, 06 | 16,801,976 | -9.89% |
| 31 Mar, 06 | 18,645,291 | 43.20% |
| 31 Dec, 05 | 13,020,249 | -44.49% |
| 30 Sep, 05 | 23,457,380 | 71.02% |
| 30 Jun, 05 | 13,716,293 | -31.29% |
| 31 Mar, 05 | 19,961,816 | 14.17% |
| 31 Dec, 04 | 17,484,493 | 28.75% |
| 30 Sep, 04 | 13,580,280 | -29.28% |
| 30 Jun, 04 | 19,203,785 | -21.12% |
| 31 Mar, 04 | 24,345,864 | 12.39% |
| 31 Dec, 03 | 21,661,907 | -9.91% |
| 30 Sep, 03 | 24,043,595 | 56.35% |
| 30 Jun, 03 | 15,377,858 | 25.26% |
| 31 Mar, 03 | 12,276,346 | -16.53% |
| 31 Dec, 02 | 14,707,946 | 40.28% |
| 30 Sep, 02 | 10,484,841 | 34.40% |
| 30 Jun, 02 | 7,801,359 | -2.64% |
| 31 Mar, 02 | 8,012,953 | 94.14% |
| 31 Dec, 01 | 4,127,447 | 12.88% |
| 30 Sep, 01 | 3,656,396 | -29.63% |
| 30 Jun, 01 | 5,196,181 | 11.81% |
| 31 Mar, 01 | 4,647,352 | 36.33% |
| 31 Dec, 00 | 3,408,786 | -43.12% |
| 30 Sep, 00 | 5,992,600 | 27.91% |
| 30 Jun, 00 | 4,684,900 | 22.21% |
| 31 Mar, 00 | 3,833,441 | 37.13% |
| 31 Dec, 99 | 2,795,386 | -30.65% |
| 30 Sep, 99 | 4,030,896 | -38.04% |
| 30 Jun, 99 | 6,505,138 | 22.03% |
| 31 Mar, 99 | 5,330,775 | 46182.12% |
| 31 Dec, 98 | 11,518 | - |
Williams-Sonoma (WSM) has 11.36M shares outstanding as of 30 Jun 24, down -81.48% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 17.69% | 0.19% |
| 31 Mar, 24 | 95.56% | 0.99% |
| 31 Dec, 23 | 98.02% | 0.96% |
| 30 Sep, 23 | 101.01% | 1.02% |
| 30 Jun, 23 | 99.53% | 0.98% |
| 31 Mar, 23 | 100.95% | 0.98% |
| 31 Dec, 22 | 101.27% | 1.00% |
| 30 Sep, 22 | 100.44% | 0.95% |
| 30 Jun, 22 | 102.69% | 1.13% |
| 31 Mar, 22 | 95.24% | 1.03% |
| 31 Dec, 21 | 96.23% | 1.07% |
| 30 Sep, 21 | 94.70% | 1.08% |
| 30 Jun, 21 | 93.47% | 1.07% |
| 31 Mar, 21 | 93.66% | 0.98% |
| 31 Dec, 20 | 97.78% | 1.00% |
| 30 Sep, 20 | 98.79% | 1.00% |
| 30 Jun, 20 | 99.19% | 0.97% |
| 31 Mar, 20 | 101.28% | 1.02% |
| 31 Dec, 19 | 99.59% | 0.97% |
| 30 Sep, 19 | 101.56% | 0.88% |
| 30 Jun, 19 | 107.17% | 0.86% |
| 31 Mar, 19 | 111.56% | 0.95% |
| 31 Dec, 18 | 108.34% | 0.88% |
| 30 Sep, 18 | 110.69% | 0.90% |
| 30 Jun, 18 | 111.01% | 0.97% |
| 31 Mar, 18 | 106.99% | 0.96% |
| 31 Dec, 17 | 105.36% | 0.99% |
| 30 Sep, 17 | 103.18% | 1.07% |
| 30 Jun, 17 | 98.41% | 1.05% |
| 31 Mar, 17 | 97.00% | 1.03% |
| 31 Dec, 16 | 97.02% | 0.96% |
| 30 Sep, 16 | 100.44% | 1.07% |
| 30 Jun, 16 | 96.85% | 1.17% |
| 31 Mar, 16 | 91.16% | 1.12% |
| 31 Dec, 15 | 90.19% | 1.15% |
| 30 Sep, 15 | 88.69% | 1.26% |
| 30 Jun, 15 | 83.74% | 1.21% |
| 31 Mar, 15 | 83.32% | 1.18% |
| 31 Dec, 14 | 84.01% | 1.04% |
| 30 Sep, 14 | 89.88% | 1.18% |
| 30 Jun, 14 | 87.19% | 1.10% |
| 31 Mar, 14 | 88.89% | 1.12% |
| 31 Dec, 13 | 88.90% | 1.17% |
| 30 Sep, 13 | 87.06% | 1.16% |
| 30 Jun, 13 | 86.55% | 10.85% |
| 31 Mar, 13 | 28.25% | 2.40% |
| 31 Dec, 12 | 34.30% | 3.76% |
| 30 Sep, 12 | 30.21% | 2.03% |
| 30 Jun, 12 | 38.55% | 2.23% |
| 31 Mar, 12 | 41.54% | 2.38% |
| 31 Dec, 11 | 41.77% | 3.82% |
| 30 Sep, 11 | 33.06% | 2.45% |
| 30 Jun, 11 | 36.76% | 3.54% |
| 31 Mar, 11 | 32.21% | 7.32% |
| 31 Dec, 10 | 20.98% | 3.58% |
| 30 Sep, 10 | 24.19% | 4.15% |
| 30 Jun, 10 | 24.15% | 3.50% |
| 31 Mar, 10 | 26.27% | 7.37% |
| 31 Dec, 09 | 18.88% | 2.85% |
| 30 Sep, 09 | 25.73% | 6.89% |
| 30 Jun, 09 | 19.32% | 1.58% |
| 31 Mar, 09 | 34.94% | 2.20% |
| 31 Dec, 08 | 39.86% | 7.45% |
| 30 Sep, 08 | 23.14% | 13.33% |
| 30 Jun, 08 | 13.18% | 4.28% |
| 31 Mar, 08 | 17.55% | 3.57% |
| 31 Dec, 07 | 22.16% | 4.59% |
| 30 Sep, 07 | 21.98% | 3.29% |
| 30 Jun, 07 | 25.86% | 27.22% |
| 31 Mar, 07 | 9.75% | 2.19% |
| 31 Dec, 06 | 21.10% | 15.74% |
| 30 Sep, 06 | 11.58% | 5.43% |
| 30 Jun, 06 | 14.61% | 5.54% |
| 31 Mar, 06 | 16.24% | 12.80% |
| 31 Dec, 05 | 11.26% | 2.76% |
| 30 Sep, 05 | 20.21% | 14.45% |
| 30 Jun, 05 | 11.83% | 3.95% |
| 31 Mar, 05 | 17.29% | 7.63% |
| 31 Dec, 04 | 15.05% | 11.11% |
| 30 Sep, 04 | 11.64% | 4.27% |
| 30 Jun, 04 | 16.52% | 3.74% |
| 31 Mar, 04 | 21.02% | 5.98% |
| 31 Dec, 03 | 18.74% | 4.42% |
| 30 Sep, 03 | 20.59% | 11.73% |
| 30 Jun, 03 | 13.25% | 11.56% |
| 31 Mar, 03 | 10.70% | 6.56% |
| 31 Dec, 02 | 12.78% | 15.64% |
| 30 Sep, 02 | 9.04% | 19.72% |
| 30 Jun, 02 | 6.77% | 13.85% |
| 31 Mar, 02 | 6.99% | 51.94% |
| 31 Dec, 01 | 3.67% | 37.35% |
| 30 Sep, 01 | 3.13% | 14.72% |
| 30 Jun, 01 | 4.61% | 26.64% |
| 31 Mar, 01 | 4.16% | 44.77% |
| 31 Dec, 00 | 3.05% | 10.54% |
| 30 Sep, 00 | 5.38% | 30.28% |
| 30 Jun, 00 | 4.21% | 36.15% |
| 31 Mar, 00 | 3.41% | 54.81% |
| 31 Dec, 99 | 2.50% | 19.15% |
| 30 Sep, 99 | 3.61% | 11.28% |
| 30 Jun, 99 | 5.66% | 24.75% |
| 31 Mar, 99 | 4.78% | 4250168.87% |
| 31 Dec, 98 | 0.01% | - |
As of 30 Jun 24, Williams-Sonoma is held by 17.69% institutional shareholders, representing a 0.19% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 189 | -52.27% |
| 31 Mar, 24 | 396 | 17.86% |
| 31 Dec, 23 | 336 | 26.32% |
| 30 Sep, 23 | 266 | 1.92% |
| 30 Jun, 23 | 261 | -2.25% |
| 31 Mar, 23 | 267 | -4.30% |
| 31 Dec, 22 | 279 | -4.45% |
| 30 Sep, 22 | 292 | -8.46% |
| 30 Jun, 22 | 319 | 1.59% |
| 31 Mar, 22 | 314 | -5.71% |
| 31 Dec, 21 | 333 | 12.12% |
| 30 Sep, 21 | 297 | 5.32% |
| 30 Jun, 21 | 282 | 1.08% |
| 31 Mar, 21 | 279 | 20.26% |
| 31 Dec, 20 | 232 | 12.08% |
| 30 Sep, 20 | 207 | -7.59% |
| 30 Jun, 20 | 224 | 23.76% |
| 31 Mar, 20 | 181 | -9.95% |
| 31 Dec, 19 | 201 | 25.62% |
| 30 Sep, 19 | 160 | -12.09% |
| 30 Jun, 19 | 182 | -12.50% |
| 31 Mar, 19 | 208 | 17.51% |
| 31 Dec, 18 | 177 | -15.71% |
| 30 Sep, 18 | 210 | 14.75% |
| 30 Jun, 18 | 183 | -15.67% |
| 31 Mar, 18 | 217 | 9.60% |
| 31 Dec, 17 | 198 | 4.21% |
| 30 Sep, 17 | 190 | -12.04% |
| 30 Jun, 17 | 216 | 1.41% |
| 31 Mar, 17 | 213 | 0.95% |
| 31 Dec, 16 | 211 | 10.47% |
| 30 Sep, 16 | 191 | -15.11% |
| 30 Jun, 16 | 225 | 13.07% |
| 31 Mar, 16 | 199 | -1.49% |
| 31 Dec, 15 | 202 | 14.12% |
| 30 Sep, 15 | 177 | 13.46% |
| 30 Jun, 15 | 156 | -14.29% |
| 31 Mar, 15 | 182 | 8.98% |
| 31 Dec, 14 | 167 | 6.37% |
| 30 Sep, 14 | 157 | 7.53% |
| 30 Jun, 14 | 146 | 5.80% |
| 31 Mar, 14 | 138 | -2.13% |
| 31 Dec, 13 | 141 | -16.07% |
| 30 Sep, 13 | 168 | -18.45% |
| 30 Jun, 13 | 206 | 198.55% |
| 31 Mar, 13 | 69 | 2.99% |
| 31 Dec, 12 | 67 | 6.35% |
| 30 Sep, 12 | 63 | -1.56% |
| 30 Jun, 12 | 64 | - |
| 31 Mar, 12 | 64 | - |
| 31 Dec, 11 | 64 | 39.13% |
| 30 Sep, 11 | 46 | -16.36% |
| 30 Jun, 11 | 55 | -6.78% |
| 31 Mar, 11 | 59 | 13.46% |
| 31 Dec, 10 | 52 | 18.18% |
| 30 Sep, 10 | 44 | 22.22% |
| 30 Jun, 10 | 36 | -29.41% |
| 31 Mar, 10 | 51 | 8.51% |
| 31 Dec, 09 | 47 | 14.63% |
| 30 Sep, 09 | 41 | -12.77% |
| 30 Jun, 09 | 47 | 23.68% |
| 31 Mar, 09 | 38 | -22.45% |
| 31 Dec, 08 | 49 | 48.48% |
| 30 Sep, 08 | 33 | 43.48% |
| 30 Jun, 08 | 23 | -20.69% |
| 31 Mar, 08 | 29 | -17.14% |
| 31 Dec, 07 | 35 | 59.09% |
| 30 Sep, 07 | 22 | -29.03% |
| 30 Jun, 07 | 31 | 6.90% |
| 31 Mar, 07 | 29 | -30.95% |
| 31 Dec, 06 | 42 | 100.00% |
| 30 Sep, 06 | 21 | -44.74% |
| 30 Jun, 06 | 38 | -15.56% |
| 31 Mar, 06 | 45 | 21.62% |
| 31 Dec, 05 | 37 | 19.35% |
| 30 Sep, 05 | 31 | -6.06% |
| 30 Jun, 05 | 33 | -5.71% |
| 31 Mar, 05 | 35 | 16.67% |
| 31 Dec, 04 | 30 | 11.11% |
| 30 Sep, 04 | 27 | -18.18% |
| 30 Jun, 04 | 33 | -25.00% |
| 31 Mar, 04 | 44 | 29.41% |
| 31 Dec, 03 | 34 | -8.11% |
| 30 Sep, 03 | 37 | 32.14% |
| 30 Jun, 03 | 28 | 3.70% |
| 31 Mar, 03 | 27 | -27.03% |
| 31 Dec, 02 | 37 | 85.00% |
| 30 Sep, 02 | 20 | -51.22% |
| 30 Jun, 02 | 41 | 105.00% |
| 31 Mar, 02 | 20 | 17.65% |
| 31 Dec, 01 | 17 | -19.05% |
| 30 Sep, 01 | 21 | 23.53% |
| 30 Jun, 01 | 17 | -5.56% |
| 31 Mar, 01 | 18 | 50.00% |
| 31 Dec, 00 | 12 | -20.00% |
| 30 Sep, 00 | 15 | -16.67% |
| 30 Jun, 00 | 18 | 20.00% |
| 31 Mar, 00 | 15 | 25.00% |
| 31 Dec, 99 | 12 | 20.00% |
| 30 Sep, 99 | 10 | -23.08% |
| 30 Jun, 99 | 13 | -7.14% |
| 31 Mar, 99 | 14 | 1300.00% |
| 31 Dec, 98 | 1 | - |
189 institutional shareholders have increased their position in WSM stock as of 30 Jun 24 compared to 396 in the previous quarter (a -52.27% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 183 | -37.76% |
| 31 Mar, 24 | 294 | 10.94% |
| 31 Dec, 23 | 265 | 9.50% |
| 30 Sep, 23 | 242 | 0.83% |
| 30 Jun, 23 | 240 | 7.62% |
| 31 Mar, 23 | 223 | -6.30% |
| 31 Dec, 22 | 238 | 0.85% |
| 30 Sep, 22 | 236 | 20.41% |
| 30 Jun, 22 | 196 | -5.77% |
| 31 Mar, 22 | 208 | -8.37% |
| 31 Dec, 21 | 227 | 9.13% |
| 30 Sep, 21 | 208 | -3.26% |
| 30 Jun, 21 | 215 | 1.42% |
| 31 Mar, 21 | 212 | 6.00% |
| 31 Dec, 20 | 200 | 10.50% |
| 30 Sep, 20 | 181 | 1.12% |
| 30 Jun, 20 | 179 | 18.54% |
| 31 Mar, 20 | 151 | -5.03% |
| 31 Dec, 19 | 159 | -11.67% |
| 30 Sep, 19 | 180 | 7.14% |
| 30 Jun, 19 | 168 | 2.44% |
| 31 Mar, 19 | 164 | 11.56% |
| 31 Dec, 18 | 147 | -8.13% |
| 30 Sep, 18 | 160 | -12.09% |
| 30 Jun, 18 | 182 | 32.85% |
| 31 Mar, 18 | 137 | -2.84% |
| 31 Dec, 17 | 141 | 7.63% |
| 30 Sep, 17 | 131 | 16.96% |
| 30 Jun, 17 | 112 | -8.94% |
| 31 Mar, 17 | 123 | -3.91% |
| 31 Dec, 16 | 128 | 1.59% |
| 30 Sep, 16 | 126 | 32.63% |
| 30 Jun, 16 | 95 | -16.67% |
| 31 Mar, 16 | 114 | 3.64% |
| 31 Dec, 15 | 110 | 8.91% |
| 30 Sep, 15 | 101 | -19.20% |
| 30 Jun, 15 | 125 | 0.81% |
| 31 Mar, 15 | 124 | -5.34% |
| 31 Dec, 14 | 131 | 10.08% |
| 30 Sep, 14 | 119 | 3.48% |
| 30 Jun, 14 | 115 | -1.71% |
| 31 Mar, 14 | 117 | 3.54% |
| 31 Dec, 13 | 113 | 20.21% |
| 30 Sep, 13 | 94 | 108.89% |
| 30 Jun, 13 | 45 | 9.76% |
| 31 Mar, 13 | 41 | 10.81% |
| 31 Dec, 12 | 37 | 8.82% |
| 30 Sep, 12 | 34 | -24.44% |
| 30 Jun, 12 | 45 | 32.35% |
| 31 Mar, 12 | 34 | -15.00% |
| 31 Dec, 11 | 40 | - |
| 30 Sep, 11 | 40 | 17.65% |
| 30 Jun, 11 | 34 | 54.55% |
| 31 Mar, 11 | 22 | -4.35% |
| 31 Dec, 10 | 23 | 9.52% |
| 30 Sep, 10 | 21 | -34.38% |
| 30 Jun, 10 | 32 | 68.42% |
| 31 Mar, 10 | 19 | 18.75% |
| 31 Dec, 09 | 16 | 6.67% |
| 30 Sep, 09 | 15 | -25.00% |
| 30 Jun, 09 | 20 | 42.86% |
| 31 Mar, 09 | 14 | - |
| 31 Dec, 08 | 14 | -30.00% |
| 30 Sep, 08 | 20 | -4.76% |
| 30 Jun, 08 | 21 | - |
| 31 Mar, 08 | 21 | 40.00% |
| 31 Dec, 07 | 15 | -34.78% |
| 30 Sep, 07 | 23 | 64.29% |
| 30 Jun, 07 | 14 | -12.50% |
| 31 Mar, 07 | 16 | 14.29% |
| 31 Dec, 06 | 14 | -46.15% |
| 30 Sep, 06 | 26 | 13.04% |
| 30 Jun, 06 | 23 | 4.55% |
| 31 Mar, 06 | 22 | 10.00% |
| 31 Dec, 05 | 20 | 5.26% |
| 30 Sep, 05 | 19 | 18.75% |
| 30 Jun, 05 | 16 | - |
| 31 Mar, 05 | 16 | -20.00% |
| 31 Dec, 04 | 20 | - |
| 30 Sep, 04 | 20 | 42.86% |
| 30 Jun, 04 | 14 | - |
| 31 Mar, 04 | 14 | -12.50% |
| 31 Dec, 03 | 16 | 23.08% |
| 30 Sep, 03 | 13 | 18.18% |
| 30 Jun, 03 | 11 | -26.67% |
| 31 Mar, 03 | 15 | 66.67% |
| 31 Dec, 02 | 9 | -35.71% |
| 30 Sep, 02 | 14 | - |
| 30 Jun, 02 | - | -100.00% |
| 31 Mar, 02 | 10 | 66.67% |
| 31 Dec, 01 | 6 | 20.00% |
| 30 Sep, 01 | 5 | - |
| 30 Jun, 01 | 5 | -16.67% |
| 31 Mar, 01 | 6 | -25.00% |
| 31 Dec, 00 | 8 | 33.33% |
| 30 Sep, 00 | 6 | 200.00% |
| 30 Jun, 00 | 2 | - |
| 31 Mar, 00 | 2 | -66.67% |
| 31 Dec, 99 | 6 | 20.00% |
| 30 Sep, 99 | 5 | - |
| 30 Jun, 99 | 5 | 400.00% |
| 31 Mar, 99 | 1 | - |
| 31 Dec, 98 | - | - |
183 institutional shareholders have reduced their position in WSM stock as of 30 Jun 24 compared to 294 in the previous quarter (a -37.76% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 451 | -45.99% | 11,360,566 | -81.48% | 17.69% | 0.19% | 189 | -52.27% | 183 | -37.76% |
| 31 Mar, 24 | 835 | 17.28% | 61,355,829 | -2.42% | 95.56% | 0.99% | 396 | 17.86% | 294 | 10.94% |
| 31 Dec, 23 | 712 | 14.84% | 62,874,394 | -2.96% | 98.02% | 0.96% | 336 | 26.32% | 265 | 9.50% |
| 30 Sep, 23 | 620 | 2.48% | 64,789,760 | 1.46% | 101.01% | 1.02% | 266 | 1.92% | 242 | 0.83% |
| 30 Jun, 23 | 605 | -3.51% | 63,858,829 | -3.93% | 99.53% | 0.98% | 261 | -2.25% | 240 | 7.62% |
| 31 Mar, 23 | 627 | -2.64% | 66,472,680 | -1.07% | 100.95% | 0.98% | 267 | -4.30% | 223 | -6.30% |
| 31 Dec, 22 | 644 | 1.26% | 67,189,654 | 0.29% | 101.27% | 1.00% | 279 | -4.45% | 238 | 0.85% |
| 30 Sep, 22 | 636 | 1.76% | 66,996,199 | -4.31% | 100.44% | 0.95% | 292 | -8.46% | 236 | 20.41% |
| 30 Jun, 22 | 625 | -1.73% | 70,014,441 | 1.25% | 102.69% | 1.13% | 319 | 1.59% | 196 | -5.77% |
| 31 Mar, 22 | 636 | -5.36% | 69,148,983 | -2.91% | 95.24% | 1.03% | 314 | -5.71% | 208 | -8.37% |
| 31 Dec, 21 | 672 | 7.87% | 71,218,319 | 1.61% | 96.23% | 1.07% | 333 | 12.12% | 227 | 9.13% |
| 30 Sep, 21 | 623 | 4.36% | 70,087,441 | 0.26% | 94.70% | 1.08% | 297 | 5.32% | 208 | -3.26% |
| 30 Jun, 21 | 597 | 3.11% | 69,903,566 | -1.53% | 93.47% | 1.07% | 282 | 1.08% | 215 | 1.42% |
| 31 Mar, 21 | 579 | 10.29% | 70,992,336 | -6.02% | 93.66% | 0.98% | 279 | 20.26% | 212 | 6.00% |
| 31 Dec, 20 | 525 | 7.80% | 75,543,551 | -1.32% | 97.78% | 1.00% | 232 | 12.08% | 200 | 10.50% |
| 30 Sep, 20 | 487 | 2.96% | 76,552,042 | -0.78% | 98.79% | 1.00% | 207 | -7.59% | 181 | 1.12% |
| 30 Jun, 20 | 473 | 15.93% | 77,154,286 | -1.40% | 99.19% | 0.97% | 224 | 23.76% | 179 | 18.54% |
| 31 Mar, 20 | 408 | -11.11% | 78,249,950 | 1.57% | 101.28% | 1.02% | 181 | -9.95% | 151 | -5.03% |
| 31 Dec, 19 | 459 | 6.00% | 77,043,706 | -2.62% | 99.59% | 0.97% | 201 | 25.62% | 159 | -11.67% |
| 30 Sep, 19 | 433 | -0.46% | 79,112,940 | -5.95% | 101.56% | 0.88% | 160 | -12.09% | 180 | 7.14% |
| 30 Jun, 19 | 435 | -9.00% | 84,114,388 | -4.17% | 107.17% | 0.86% | 182 | -12.50% | 168 | 2.44% |
| 31 Mar, 19 | 478 | 11.42% | 87,778,401 | -0.49% | 111.56% | 0.95% | 208 | 17.51% | 164 | 11.56% |
| 31 Dec, 18 | 429 | -9.68% | 88,208,592 | -0.97% | 108.34% | 0.88% | 177 | -15.71% | 147 | -8.13% |
| 30 Sep, 18 | 475 | 1.93% | 89,074,037 | -2.55% | 110.69% | 0.90% | 210 | 14.75% | 160 | -12.09% |
| 30 Jun, 18 | 466 | 3.56% | 91,408,218 | 2.45% | 111.01% | 0.97% | 183 | -15.67% | 182 | 32.85% |
| 31 Mar, 18 | 450 | 6.64% | 89,220,678 | 0.77% | 106.99% | 0.96% | 217 | 9.60% | 137 | -2.84% |
| 31 Dec, 17 | 422 | 6.57% | 88,538,905 | 1.02% | 105.36% | 0.99% | 198 | 4.21% | 141 | 7.63% |
| 30 Sep, 17 | 396 | -1.49% | 87,641,850 | 3.04% | 103.18% | 1.07% | 190 | -12.04% | 131 | 16.96% |
| 30 Jun, 17 | 402 | -2.66% | 85,056,723 | 0.83% | 98.41% | 1.05% | 216 | 1.41% | 112 | -8.94% |
| 31 Mar, 17 | 413 | -2.13% | 84,354,494 | -0.82% | 97.00% | 1.03% | 213 | 0.95% | 123 | -3.91% |
| 31 Dec, 16 | 422 | 3.43% | 85,055,532 | -4.19% | 97.02% | 0.96% | 211 | 10.47% | 128 | 1.59% |
| 30 Sep, 16 | 408 | 5.43% | 88,771,795 | 2.94% | 100.44% | 1.07% | 191 | -15.11% | 126 | 32.63% |
| 30 Jun, 16 | 387 | 2.38% | 86,234,280 | 5.93% | 96.85% | 1.17% | 225 | 13.07% | 95 | -16.67% |
| 31 Mar, 16 | 378 | -0.79% | 81,406,440 | -0.58% | 91.16% | 1.12% | 199 | -1.49% | 114 | 3.64% |
| 31 Dec, 15 | 381 | 4.96% | 81,877,742 | 2.09% | 90.19% | 1.15% | 202 | 14.12% | 110 | 8.91% |
| 30 Sep, 15 | 363 | 0.55% | 80,205,185 | 4.98% | 88.69% | 1.26% | 177 | 13.46% | 101 | -19.20% |
| 30 Jun, 15 | 361 | -4.50% | 76,403,799 | -0.01% | 83.74% | 1.21% | 156 | -14.29% | 125 | 0.81% |
| 31 Mar, 15 | 378 | 0.80% | 76,413,766 | -1.23% | 83.32% | 1.18% | 182 | 8.98% | 124 | -5.34% |
| 31 Dec, 14 | 375 | 6.53% | 77,365,068 | -7.52% | 84.01% | 1.04% | 167 | 6.37% | 131 | 10.08% |
| 30 Sep, 14 | 352 | 3.83% | 83,651,543 | 2.08% | 89.88% | 1.18% | 157 | 7.53% | 119 | 3.48% |
| 30 Jun, 14 | 339 | 3.35% | 81,944,730 | -1.92% | 87.19% | 1.10% | 146 | 5.80% | 115 | -1.71% |
| 31 Mar, 14 | 328 | -0.30% | 83,546,531 | -2.78% | 88.89% | 1.12% | 138 | -2.13% | 117 | 3.54% |
| 31 Dec, 13 | 329 | 4.11% | 85,938,042 | 3.42% | 88.90% | 1.17% | 141 | -16.07% | 113 | 20.21% |
| 30 Sep, 13 | 316 | 10.49% | 83,096,913 | -0.92% | 87.06% | 1.16% | 168 | -18.45% | 94 | 108.89% |
| 30 Jun, 13 | 286 | 128.80% | 83,864,719 | 203.86% | 86.55% | 10.85% | 206 | 198.55% | 45 | 9.76% |
| 31 Mar, 13 | 125 | -0.79% | 27,599,931 | -17.90% | 28.25% | 2.40% | 69 | 2.99% | 41 | 10.81% |
| 31 Dec, 12 | 126 | - | 33,619,151 | 13.06% | 34.30% | 3.76% | 67 | 6.35% | 37 | 8.82% |
| 30 Sep, 12 | 126 | -3.08% | 29,736,885 | -22.25% | 30.21% | 2.03% | 63 | -1.56% | 34 | -24.44% |
| 30 Jun, 12 | 130 | 9.24% | 38,247,902 | -8.08% | 38.55% | 2.23% | 64 | - | 45 | 32.35% |
| 31 Mar, 12 | 119 | -4.03% | 41,608,298 | -4.54% | 41.54% | 2.38% | 64 | - | 34 | -15.00% |
| 31 Dec, 11 | 124 | 19.23% | 43,586,430 | 27.19% | 41.77% | 3.82% | 64 | 39.13% | 40 | - |
| 30 Sep, 11 | 104 | -4.59% | 34,269,544 | -10.76% | 33.06% | 2.45% | 46 | -16.36% | 40 | 17.65% |
| 30 Jun, 11 | 109 | 11.22% | 38,399,690 | 13.62% | 36.76% | 3.54% | 55 | -6.78% | 34 | 54.55% |
| 31 Mar, 11 | 98 | 8.89% | 33,797,156 | 50.61% | 32.21% | 7.32% | 59 | 13.46% | 22 | -4.35% |
| 31 Dec, 10 | 90 | 8.43% | 22,439,614 | -12.63% | 20.98% | 3.58% | 52 | 18.18% | 23 | 9.52% |
| 30 Sep, 10 | 83 | 2.47% | 25,682,113 | -1.23% | 24.19% | 4.15% | 44 | 22.22% | 21 | -34.38% |
| 30 Jun, 10 | 81 | -4.71% | 26,003,210 | -7.61% | 24.15% | 3.50% | 36 | -29.41% | 32 | 68.42% |
| 31 Mar, 10 | 85 | 11.84% | 28,145,083 | 40.97% | 26.27% | 7.37% | 51 | 8.51% | 19 | 18.75% |
| 31 Dec, 09 | 76 | 8.57% | 19,964,786 | -26.67% | 18.88% | 2.85% | 47 | 14.63% | 16 | 6.67% |
| 30 Sep, 09 | 70 | -13.58% | 27,227,201 | 33.31% | 25.73% | 6.89% | 41 | -12.77% | 15 | -25.00% |
| 30 Jun, 09 | 81 | 32.79% | 20,423,984 | -44.69% | 19.32% | 1.58% | 47 | 23.68% | 20 | 42.86% |
| 31 Mar, 09 | 61 | -16.44% | 36,924,835 | -12.22% | 34.94% | 2.20% | 38 | -22.45% | 14 | - |
| 31 Dec, 08 | 73 | 2.82% | 42,065,627 | 72.11% | 39.86% | 7.45% | 49 | 48.48% | 14 | -30.00% |
| 30 Sep, 08 | 71 | 22.41% | 24,440,895 | 75.72% | 23.14% | 13.33% | 33 | 43.48% | 20 | -4.76% |
| 30 Jun, 08 | 58 | -9.38% | 13,909,346 | -24.82% | 13.18% | 4.28% | 23 | -20.69% | 21 | - |
| 31 Mar, 08 | 64 | 1.59% | 18,500,177 | -23.62% | 17.55% | 3.57% | 29 | -17.14% | 21 | 40.00% |
| 31 Dec, 07 | 63 | 6.78% | 24,220,373 | 1.75% | 22.16% | 4.59% | 35 | 59.09% | 15 | -34.78% |
| 30 Sep, 07 | 59 | -1.67% | 23,804,723 | -16.24% | 21.98% | 3.29% | 22 | -29.03% | 23 | 64.29% |
| 30 Jun, 07 | 60 | 1.69% | 28,420,783 | 164.98% | 25.86% | 27.22% | 31 | 6.90% | 14 | -12.50% |
| 31 Mar, 07 | 59 | -4.84% | 10,725,473 | -55.41% | 9.75% | 2.19% | 29 | -30.95% | 16 | 14.29% |
| 31 Dec, 06 | 62 | 5.08% | 24,055,489 | 83.46% | 21.10% | 15.74% | 42 | 100.00% | 14 | -46.15% |
| 30 Sep, 06 | 59 | -19.18% | 13,111,923 | -21.96% | 11.58% | 5.43% | 21 | -44.74% | 26 | 13.04% |
| 30 Jun, 06 | 73 | -6.41% | 16,801,976 | -9.89% | 14.61% | 5.54% | 38 | -15.56% | 23 | 4.55% |
| 31 Mar, 06 | 78 | 21.88% | 18,645,291 | 43.20% | 16.24% | 12.80% | 45 | 21.62% | 22 | 10.00% |
| 31 Dec, 05 | 64 | 6.67% | 13,020,249 | -44.49% | 11.26% | 2.76% | 37 | 19.35% | 20 | 5.26% |
| 30 Sep, 05 | 60 | -1.64% | 23,457,380 | 71.02% | 20.21% | 14.45% | 31 | -6.06% | 19 | 18.75% |
| 30 Jun, 05 | 61 | 1.67% | 13,716,293 | -31.29% | 11.83% | 3.95% | 33 | -5.71% | 16 | - |
| 31 Mar, 05 | 60 | 3.45% | 19,961,816 | 14.17% | 17.29% | 7.63% | 35 | 16.67% | 16 | -20.00% |
| 31 Dec, 04 | 58 | 3.57% | 17,484,493 | 28.75% | 15.05% | 11.11% | 30 | 11.11% | 20 | - |
| 30 Sep, 04 | 56 | -1.75% | 13,580,280 | -29.28% | 11.64% | 4.27% | 27 | -18.18% | 20 | 42.86% |
| 30 Jun, 04 | 57 | -16.18% | 19,203,785 | -21.12% | 16.52% | 3.74% | 33 | -25.00% | 14 | - |
| 31 Mar, 04 | 68 | 17.24% | 24,345,864 | 12.39% | 21.02% | 5.98% | 44 | 29.41% | 14 | -12.50% |
| 31 Dec, 03 | 58 | 1.75% | 21,661,907 | -9.91% | 18.74% | 4.42% | 34 | -8.11% | 16 | 23.08% |
| 30 Sep, 03 | 57 | 21.28% | 24,043,595 | 56.35% | 20.59% | 11.73% | 37 | 32.14% | 13 | 18.18% |
| 30 Jun, 03 | 47 | 9.30% | 15,377,858 | 25.26% | 13.25% | 11.56% | 28 | 3.70% | 11 | -26.67% |
| 31 Mar, 03 | 43 | -15.69% | 12,276,346 | -16.53% | 10.70% | 6.56% | 27 | -27.03% | 15 | 66.67% |
| 31 Dec, 02 | 51 | 27.50% | 14,707,946 | 40.28% | 12.78% | 15.64% | 37 | 85.00% | 9 | -35.71% |
| 30 Sep, 02 | 40 | -4.76% | 10,484,841 | 34.40% | 9.04% | 19.72% | 20 | -51.22% | 14 | - |
| 30 Jun, 02 | 42 | 31.25% | 7,801,359 | -2.64% | 6.77% | 13.85% | 41 | 105.00% | - | -100.00% |
| 31 Mar, 02 | 32 | 18.52% | 8,012,953 | 94.14% | 6.99% | 51.94% | 20 | 17.65% | 10 | 66.67% |
| 31 Dec, 01 | 27 | -6.90% | 4,127,447 | 12.88% | 3.67% | 37.35% | 17 | -19.05% | 6 | 20.00% |
| 30 Sep, 01 | 29 | 3.57% | 3,656,396 | -29.63% | 3.13% | 14.72% | 21 | 23.53% | 5 | - |
| 30 Jun, 01 | 28 | 3.70% | 5,196,181 | 11.81% | 4.61% | 26.64% | 17 | -5.56% | 5 | -16.67% |
| 31 Mar, 01 | 27 | 22.73% | 4,647,352 | 36.33% | 4.16% | 44.77% | 18 | 50.00% | 6 | -25.00% |
| 31 Dec, 00 | 22 | -4.35% | 3,408,786 | -43.12% | 3.05% | 10.54% | 12 | -20.00% | 8 | 33.33% |
| 30 Sep, 00 | 23 | 4.55% | 5,992,600 | 27.91% | 5.38% | 30.28% | 15 | -16.67% | 6 | 200.00% |
| 30 Jun, 00 | 22 | 22.22% | 4,684,900 | 22.21% | 4.21% | 36.15% | 18 | 20.00% | 2 | - |
| 31 Mar, 00 | 18 | -5.26% | 3,833,441 | 37.13% | 3.41% | 54.81% | 15 | 25.00% | 2 | -66.67% |
| 31 Dec, 99 | 19 | 11.76% | 2,795,386 | -30.65% | 2.50% | 19.15% | 12 | 20.00% | 6 | 20.00% |
| 30 Sep, 99 | 17 | -5.56% | 4,030,896 | -38.04% | 3.61% | 11.28% | 10 | -23.08% | 5 | - |
| 30 Jun, 99 | 18 | 20.00% | 6,505,138 | 22.03% | 5.66% | 24.75% | 13 | -7.14% | 5 | 400.00% |
| 31 Mar, 99 | 15 | 1400.00% | 5,330,775 | 46182.12% | 4.78% | 4250168.87% | 14 | 1300.00% | 1 | - |
| 31 Dec, 98 | 1 | - | 11,518 | - | 0.01% | - | 1 | - | - | - |
Williams-Sonoma Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Williams-Sonoma's stock was made by Bhargava Monica on Aug 02 2024, selling 3,244 shares at - per share (valued at -).
Williams-Sonoma Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 5 | 7 | 71.43% |
| Q2 2024 | 32 | 55 | 58.18% |
| Q1 2024 | 24 | 37 | 64.86% |
| Q4 2023 | 7 | 15 | 46.67% |
| Q3 2023 | 3 | 6 | 50.00% |
| Q2 2023 | 30 | 41 | 73.17% |
| Q1 2023 | 18 | 14 | 128.57% |
| Q4 2022 | 5 | 6 | 83.33% |
| Q3 2022 | 4 | 10 | 40.00% |
| Q2 2022 | 43 | 59 | 72.88% |
| Q1 2022 | 19 | 14 | 135.71% |
| Q4 2021 | 6 | 21 | 28.57% |
| Q3 2021 | 4 | 31 | 12.90% |
| Q2 2021 | 48 | 85 | 56.47% |
| Q1 2021 | 8 | 20 | 40.00% |
| Q4 2020 | - | 6 | - |
| Q3 2020 | 4 | 11 | 36.36% |
| Q2 2020 | 48 | 83 | 57.83% |
| Q1 2020 | 11 | 8 | 137.50% |
| Q4 2019 | 1 | 5 | 20.00% |
5 total buy trades, and 7 total sell trades (buy/sell ratio of 0.71%) were made by Williams-Sonoma's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 5 | - |
| Q2 2024 | - | 17 | - |
| Q1 2024 | - | 12 | - |
| Q4 2023 | - | 7 | - |
| Q3 2023 | - | 4 | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | 2 | - |
| Q3 2022 | - | 7 | - |
| Q2 2022 | - | 3 | - |
| Q1 2022 | - | 11 | - |
| Q4 2021 | - | 18 | - |
| Q3 2021 | - | 25 | - |
| Q2 2021 | - | 21 | - |
| Q1 2021 | - | 13 | - |
| Q4 2020 | - | 6 | - |
| Q3 2020 | - | 6 | - |
| Q2 2020 | 2 | 18 | 11.11% |
| Q1 2020 | 1 | 2 | 50.00% |
| Q4 2019 | - | 4 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 5 open market sell trades of Williams-Sonoma's stocks.
WSM Ownership FAQ
Who Owns Williams-Sonoma?
Williams-Sonoma is owned by institutional shareholders (17.69%), insiders (1.25%), and public (81.05%). The largest institutional shareholder of Williams-Sonoma is BLACKROCK INC. (11.93% of total shares) and the top mutual fund owner is FOXBY CORP. (1.43% of total shares).
Who are the major institutional shareholders of Williams-Sonoma?
Williams-Sonoma's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, FMR LLC, ARISTOTLE CAPITAL MANAGEMENT, LLC, and BLACKHILL CAPITAL INC. The top five shareholders own together 43.35% of the company's share outstanding.
How many Williams-Sonoma shareholders are there?
As of Jun 2024, there are 451 institutional shareholders of Williams-Sonoma.
What percentage of Williams-Sonoma is owned by BLACKROCK INC?
BLACKROCK INC owns 7.66M shares of Williams-Sonoma, representing 11.93% of the company's total shares outstanding, valued at $2.16B (as of Jun 2024).
What percentage of Williams-Sonoma is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 6.63M shares of Williams-Sonoma (WSM), compromising 10.32% of the company, valued at $1.87B.
What percentage of Williams-Sonoma is owned by FMR LLC?
FMR LLC is the third largest holder of Williams-Sonoma. The company owns 5.09M of the company's shares outstanding (worth $1.44B).