Williams-Sonoma Inc (WSM) Ownership

174.44 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Williams-Sonoma Inc (WSM), owning a total of 15.7 million shares. Combined, the top 40 institutional holders of WSM own 83.82% of the company with a total of 98.1 million shares.

In the latest ownership report on December 31st 2024, the top 40 institutional holders decreased their combined ownership of WSM by 2.1 million shares. 7 institutions bought 2,791,588 total additional shares and increased their ownership by an average of 67.56%. However 13 institutions sold 4,883,860 total shares and decreased their ownership by an average of 10.18%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Williams-Sonoma decreased by a net total of -2,092,272 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	12.737%	1.736%	15,682,231	267,624	2024-12-31
Vanguard Group Inc	10.423%	-1.692%	12,832,748	-220,921	2024-12-31
Aristotle Capital Management LLC	7.400%	-0.038%	9,110,899	-3,415	2024-12-31
Blackhill Capital Inc	6.348%	0.103%	7,816,428	8,000	2024-12-31
FMR Inc	4.690%	-34.239%	5,774,588	-3,006,613	2024-12-31
State Street Corp	4.283%	-1.039%	5,273,781	-55,344	2024-12-31
LEONARD GREEN PARTNERS LP	2.619%	0.000%	3,224,030	0	2024-12-31
Amvescap Plc.	2.324%	-6.715%	2,860,978	-205,936	2024-12-31
Geode Capital Management, LLC	2.173%	-0.543%	2,674,836	-14,615	2024-12-31
First Trust Advisors L.P.	1.587%	-8.517%	1,954,483	-181,963	2024-12-31
Northern Trust Corp	1.545%	15.087%	1,902,382	249,389	2024-12-31
Morgan Stanley - Brokerage Accounts	1.458%	49.567%	1,794,730	594,782	2024-12-31
Dimensional Fund Advisors, Inc.	1.301%	-6.169%	1,601,420	-105,280	2024-12-31
NORGES BANK	1.272%	5.932%	1,566,697	87,729	2024-12-31
D. E. Shaw & Co LP	1.262%	336.431%	1,553,525	1,197,564	2024-12-31
Bank of New York Mellon Corp	0.911%	-14.941%	1,121,741	-197,036	2024-12-31
UBS Asset Mgmt Americas Inc	0.870%	-3.095%	1,071,121	-34,215	2024-12-31
Principal Financial Group Inc	0.828%	-0.133%	1,019,134	-1,355	2024-12-31
Renaissance Technologies Corp	0.804%	64.075%	989,700	386,500	2024-12-31
Amundi	0.781%	-10.732%	961,959	-115,651	2024-12-31
Capital Research Global Investors	0.752%	-44.475%	925,762	-741,516	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	12.737%	1.736%	15,682,231	267,624	2024-12-31
Vanguard Group Inc	10.423%	-1.692%	12,832,748	-220,921	2024-12-31
Aristotle Capital Management LLC	7.400%	-0.038%	9,110,899	-3,415	2024-12-31
Blackhill Capital Inc	6.348%	0.103%	7,816,428	8,000	2024-12-31
FMR Inc	4.690%	-34.239%	5,774,588	-3,006,613	2024-12-31
State Street Corp	4.283%	-1.039%	5,273,781	-55,344	2024-12-31
LEONARD GREEN PARTNERS LP	2.619%	0.000%	3,224,030	0	2024-12-31
Amvescap Plc.	2.324%	-6.715%	2,860,978	-205,936	2024-12-31
Geode Capital Management, LLC	2.173%	-0.543%	2,674,836	-14,615	2024-12-31
State Street Corporation	2.036%	14.696%	2,601,891	333,380	2024-03-31
Pacer Advisors, INC.	1.714%	9.353%	2,110,320	180,500	2024-09-30
First Trust Advisors L.P.	1.587%	-8.517%	1,954,483	-181,963	2024-12-31
Northern Trust Corp	1.545%	15.087%	1,902,382	249,389	2024-12-31
Morgan Stanley - Brokerage Accounts	1.458%	49.567%	1,794,730	594,782	2024-12-31
Dimensional Fund Advisors, Inc.	1.301%	-6.169%	1,601,420	-105,280	2024-12-31
NORGES BANK	1.272%	5.932%	1,566,697	87,729	2024-12-31
D. E. Shaw & Co LP	1.262%	336.431%	1,553,525	1,197,564	2024-12-31
JPMorgan Chase & Co	1.011%	9.281%	1,244,558	105,698	2024-09-30
Bank of New York Mellon Corp	0.911%	-14.941%	1,121,741	-197,036	2024-12-31
Citadel Advisors Llc	1.617%	210.199%	1,076,060	729,167	2022-09-30
UBS Asset Mgmt Americas Inc	0.870%	-3.095%	1,071,121	-34,215	2024-12-31
Jacobs Levy Equity Management, Inc.	0.842%	112.184%	1,036,256	547,880	2024-09-30
Principal Financial Group Inc	0.828%	-0.133%	1,019,134	-1,355	2024-12-31
Renaissance Technologies Corp	0.804%	64.075%	989,700	386,500	2024-12-31
Amundi	0.781%	-10.732%	961,959	-115,651	2024-12-31
Select Equity Group LP	1.409%	-1.863%	937,544	-17,798	2022-06-30
Capital Research Global Investors	0.752%	-44.475%	925,762	-741,516	2024-12-31
Charles Schwab Investment Management Inc	0.673%	-0.822%	833,355	-6,903	2024-09-30
Skandinaviska Enskilda Banken AB	0.609%	-0.916%	753,797	-6,969	2024-09-30
CapTrust Financial Advisors	0.552%	37.549%	704,919	192,432	2024-03-31
Point72 Asset Management, L.P.	1.087%	0.000%	697,085	697,085	2023-03-31
AQR Capital Management LLC	0.969%	-14.320%	622,378	-104,020	2023-03-31
HS Management Partners, LLC	0.926%	7.492%	594,069	41,405	2023-09-30
HHG PLC	0.802%	-4.204%	514,674	-22,585	2023-09-30
Millennium Management LLC	0.775%	89.052%	496,954	234,088	2023-03-31
Congress Asset Management Company, LLP	0.740%	-46.713%	474,894	-416,311	2023-06-30
BTIM Corp	0.351%	-17.873%	442,815	-96,369	2024-09-30
Ameriprise Financial Inc	0.349%	37.532%	440,893	120,317	2024-06-30
Goldman Sachs Group Inc	0.670%	136.408%	430,598	248,456	2023-12-31
AllianceBernstein L.P.	0.321%	-18.967%	409,933	-95,953	2024-03-31

Mutual Fund Ownership

iShares Core S&P Mid-Cap ETF is the biggest individual fund holder of Williams-Sonoma Inc (WSM), owning a total of 4.1 million shares. Combined, the top 56 mutual fund holders of WSM own 59.93% of the company with a total of 63 million shares.

In the latest ownership report on April 30th 2025, the top 56 fund holders increased their combined ownership of WSM by 1 thousand shares. 4 funds bought 4,488 total additional shares and increased their ownership by an average of 0.10%. However 2 funds sold 3,135 total shares and decreased their ownership by an average of 0.22%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Williams-Sonoma increased by a net total of 1,353 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF	1.213%	0.082%	1,493,020	1,224	2025-04-30
iShares MSCI USA Quality Factor ETF	1.132%	0.123%	1,393,475	1,715	2025-04-30
Invesco S&P 500® Equal Weight ETF	0.653%	-0.318%	803,661	-2,565	2025-04-30
First Trust Rising Dividend Achiev ETF	0.649%	0.107%	798,719	855	2025-04-30
The Consumer Discret Sel SectSPDR® ETF	0.553%	0.102%	680,262	694	2025-04-30
Pacer US Cash Cows 100 ETF	0.377%	-0.123%	464,416	-570	2025-04-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.336%	0.075%	4,107,802	3,082	2025-02-28
Vanguard US Total Market Shares ETF	3.253%	-1.774%	4,005,320	-72,323	2024-09-30
Vanguard Total Stock Mkt Idx Inv	3.161%	0.290%	3,891,685	11,266	2025-03-31
Vanguard Institutional 500 Index Trust	2.784%	0.000%	3,427,368	3,427,368	2025-03-31
Vanguard Small Cap Index	2.495%	-2.262%	3,071,863	-71,092	2025-03-31
Fidelity® Contrafund®	3.330%	3.208%	2,136,140	66,400	2023-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.215%	2.093%	2,062,442	42,288	2023-03-31
Vanguard Small Cap Value Index Inv	1.618%	-3.792%	1,991,516	-78,485	2025-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.559%	0.279%	1,919,020	5,334	2025-02-28
Fidelity 500 Index	1.254%	0.000%	1,544,417	1,544,417	2025-03-31
SPDR® S&P 500 ETF	1.244%	0.000%	1,531,108	1,531,108	2025-03-31
SPDR® S&P 500® ETF	1.213%	0.082%	1,493,020	1,224	2025-04-30
Invesco S&P MidCap Quality ETF	1.211%	-0.017%	1,491,285	-246	2025-02-28
SPDR® S&P 500® ETF Trust	1.207%	-0.519%	1,490,716	-7,776	2025-03-31
iShares Core S&P 500 ETF	1.186%	-0.100%	1,459,802	-1,460	2025-04-29
iShares MSCI USA Quality Factor ETF	1.132%	0.123%	1,393,475	1,715	2025-04-30
Fidelity Contrafund Commingled Pl O	0.999%	-11.159%	1,262,492	-158,569	2024-08-31
Schwab US Dividend Equity ETF™	1.593%	0.058%	1,021,632	592	2024-02-29
SPDR® S&P MIDCAP 400 ETF Trust	0.829%	0.962%	1,020,677	9,720	2025-02-28
Invesco S&P MidCap Momentum ETF	0.753%	0.288%	926,945	2,664	2025-02-28
Vanguard Extended Market Index Investor	1.428%	0.465%	916,197	4,242	2023-08-31
Fidelity Contrafund Commingled Pl 3	1.306%	2.912%	837,950	23,710	2023-07-31
Invesco S&P 500® Equal Weight ETF	0.653%	-0.318%	803,661	-2,565	2025-04-30
First Trust Rising Dividend Achiev ETF	0.649%	0.107%	798,719	855	2025-04-30
iShares S&P Mid-Cap 400 Growth ETF	0.632%	0.000%	777,928	0	2025-02-28
Fidelity Contrafund	0.625%	-28.753%	769,798	-310,658	2025-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.617%	0.000%	762,110	0	2025-02-28
Vanguard Institutional Index I	0.615%	0.000%	757,721	757,721	2025-03-31
American Funds SMALLCAP World A	0.569%	-24.361%	700,000	-225,446	2025-03-31
Fidelity Extended Market Index	0.559%	-0.037%	688,100	-257	2025-02-28
Fidelity Contrafund K6	0.555%	-7.416%	682,710	-54,684	2024-09-30
The Consumer Discret Sel SectSPDR® ETF	0.553%	0.102%	680,262	694	2025-04-30
Vanguard Dividend Appreciation ETF	0.543%	-4.050%	668,108	-28,199	2025-03-31
Capital Group AMCAP Composite	0.532%	-0.059%	655,146	-384	2024-09-30
VA CollegeAmerica Amcap 529A	0.532%	-0.059%	655,146	-384	2024-09-30
State St S&P 500® Indx SL Cl III	0.516%	0.000%	634,944	634,944	2025-03-31
American Funds American Mutual A	0.968%	-30.884%	620,749	-277,382	2023-12-31
Capital Group American Mutual Comp	0.968%	-30.884%	620,749	-277,382	2023-12-31
Vanguard Equity-Income Inv	0.955%	-28.490%	611,961	-243,813	2023-12-31
Fidelity Contrafund Commingled Pl S	0.475%	-4.025%	585,351	-24,547	2025-02-28
Fidelity Mid-Cap Stock	0.473%	0.000%	582,784	0	2025-02-28
State St S&P Midcap® Indx SL Cl II	0.466%	0.665%	575,368	3,800	2025-02-28
Fidelity® Contrafund® K6	0.877%	3.304%	562,807	18,001	2023-11-30
SPDR® Portfolio S&P 400™ Mid Cap ETF	0.442%	0.195%	544,526	1,062	2025-02-28
Fidelity VIP Mid Cap Initial	0.436%	0.000%	536,546	0	2025-02-28
Pacer US Cash Cows 100 ETF	0.377%	-0.123%	464,416	-570	2025-04-30
Vanguard High Dividend Yield ETF	0.377%	-10.197%	463,792	-52,664	2025-03-31
Blackrock Eq Idx Fund CF	0.366%	0.000%	451,090	451,090	2025-03-31
Fidelity® Small Cap Value	0.670%	0.000%	430,100	0	2023-04-30
SPDR® S&P Homebuilders ETF	0.330%	0.000%	423,892	0	2024-07-31
Columbia Acorn Inst	0.651%	0.000%	417,450	0	2023-06-30
Fidelity® VIP Mid Cap Initial	0.645%	0.000%	413,923	0	2023-10-31
VIP Mid Cap Initial	0.645%	0.000%	413,923	0	2023-11-30
iShares Russell Mid-Cap Growth ETF	0.314%	0.000%	403,902	0	2024-07-31
Fidelity® Low-Priced Stock	0.623%	-0.104%	399,448	-414	2023-10-31
Fidelity Low-Priced Stock	0.621%	-0.220%	398,571	-877	2023-11-30