Williams-SonomaWSM

13F holders, Q2 2024 (June 30)
822holders +15
100new positions
84sold out
10famous investors
$279.53avg. 13F price*

At the end of Q2 2024, 822 institutions reported holding Williams-Sonoma Inc. (WSM) in their 13F filings, up 15 from Q1 2024. 100 opened new positions and 84 sold out. The largest holders were BlackRock Inc. ($2.2B), Vanguard Group Inc. ($1.9B) and FMR LLC ($1.4B). 10 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.2% of Gotham Asset Management's portfolio).

Company
Williams-Sonoma Inc.
Sector
Consumer Discretionary
CUSIP
969904101
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 807Q1 2024Q2 2024: 822Q2 2024Q3 2024: 830Q3 2024Q4 2024: 897Q4 2024Q1 2025: 902Q1 2025Q2 2025: 917Q2 2025Q3 2025: 942Q3 2025Q4 2025: 947Q4 2025Q1 2026: 931Q1 2026Q2 2026: 1,005Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions100$239.3M
Exits84$167.2M

All 13F filers, Q1 2024 → Q2 2024: 6,665,584 shares bought and 6,611,549 shares sold, net +54,035 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 822 holders

BlackRock Inc. 0.05% Add +13.1% 7,659,794 $2.2B
Vanguard Group Inc. 0.04% Add +0.1% 6,625,321 $1.9B
FMR LLC 0.09% Reduce -20.4% 5,085,364 $1.4B
Aristotle Capital Management, LLC 2.49% Reduce -0.5% 4,559,657 $1.3B
Blackhill Capital Inc. 68.37% Reduce -0.0% 3,904,214 $1.1B
State Street Corp. 0.03% Reduce -1.9% 2,551,786 $720.5M
Leonard Green & Partners, L.P. 9.67% No change 1,612,015 $455.2M
Geode Capital Management, LLC 0.03% Add +2.3% 1,296,015 $365.5M
Invesco Ltd. 0.08% Reduce -9.3% 1,260,281 $355.9M
Pacer Advisors, Inc. 0.64% Add +28.6% 964,910 $272.5M
First Trust Advisors LP 0.27% Reduce -0.9% 935,499 $264.2M
Northern Trust Corp. 0.04% Add +8.4% 850,834 $240.2M
Capital Research Global Investors 0.05% Reduce -69.5% 833,442 $235.3M
Dimensional Fund Advisors LP 0.06% Add +5.6% 823,692 $232.6M
Norges Bank 0.03% Add +4.8% 739,484 $208.8M
Bank of New York Mellon Corp 0.04% Reduce -7.1% 729,968 $206.1M
Morgan Stanley 0.01% Add +8.9% 571,237 $161.3M
Principal Financial Group Inc. 0.09% Reduce -5.3% 553,082 $156.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +67.2% 539,591 $152.4M
Ameriprise Financial Inc. 0.03% Add +37.5% 440,893 $124.5M
Amundi 0.05% Add +188.4% 436,911 $123.2M
Charles Schwab Investment Management Inc. 0.02% Add +0.1% 420,129 $118.6M
D. E. Shaw & Co. 0.17% Add +133.8% 398,818 $112.6M
Renaissance Technologies 0.18% Add +536.3% 383,700 $108.3M
Caisse de depot et placement du Quebec 0.26% Add +73.1% 379,840 $107.3M
Janus Henderson Group PLC 0.05% Reduce -7.3% 322,830 $91.2M
Captrust Financial Advisors 0.28% Reduce -56.5% 306,527 $86.6M
Legal & General Group Plc 0.02% Add +51.3% 306,275 $86.5M
Clark Capital Management Group, Inc. 0.63% Add +1.9% 302,883 $85.5M
JPMorgan Chase & Co. 0.01% Reduce -27.7% 284,715 $80.4M
Citigroup Inc. 0.07% Reduce -9.2% 274,135 $77.4M
Boston Trust Walden Corp 0.56% Reduce -13.9% 269,592 $76.1M
AQR Capital Management 0.12% Add +57.3% 266,932 $75.4M
Royal Bank of Canada 0.02% Add +255.5% 258,825 $73.1M
Jacobs Levy Equity Management, Inc. 0.29% Add +1885.1% 244,188 $69.0M
Jupiter Asset Management Ltd. 0.63% Add +132.7% 235,308 $66.4M
Deutsche Bank AG 0.03% Add +68.8% 225,588 $63.7M
Goldman Sachs Group Inc. 0.01% Reduce -41.0% 221,791 $62.6M
Rhumbline Advisers 0.06% Add +11.9% 218,101 $61.6M
Assetmark, Inc. 0.18% Reduce -1.6% 206,368 $58.3M
Acadian Asset Management LLC 0.18% New 206,213 $58.2M
Nuveen Asset Management, LLC 0.02% Reduce -2.7% 192,076 $54.2M
Skandinaviska Enskilda Banken AB (publ) 0.26% Add +73.4% 380,383 $53.7M
HS Management Partners, LLC 2.83% Reduce -6.7% 181,514 $51.3M
Swiss National Bank 0.04% Reduce -0.9% 180,800 $51.1M
American Century Companies Inc. 0.03% Reduce -22.3% 180,752 $51.0M
Nordea Investment Management AB 0.06% Add +4517.7% 173,625 $49.9M
Aberdeen Group plc 0.09% Add +8.2% 170,185 $48.1M
Envestnet Asset Management Inc. 0.02% Add +1.2% 165,536 $46.7M
Robeco Institutional Asset Management B.V. 0.10% Add +88.5% 161,883 $45.7M
Moran Wealth Management, LLC 1.49% Reduce -4.8% 160,761 $45.4M
Wells Fargo & Company 0.01% Reduce -9.2% 159,184 $44.9M
Truist Financial Corp. 0.07% Add +4.7% 153,491 $43.3M
Select Equity Group, L.P. 0.17% Reduce -29.4% 149,514 $42.2M
Clearbridge Investments, LLC 0.03% Reduce -0.5% 148,925 $42.1M
Citadel Advisors 0.04% Add +4.8% 143,960 $40.6M
Victory Capital Management Inc. 0.04% Add +9.4% 141,694 $40.0M
UBS Group AG 0.01% Add +52.8% 133,483 $37.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Add +119.1% 132,112 $37.3M
Aviva PLC 0.10% Reduce -0.9% 129,218 $36.5M
ProShare Advisors LLC 0.10% Reduce -22.5% 127,724 $36.1M
Modera Wealth Management, LLC 0.51% Reduce -1.9% 123,579 $34.9M
California Public Employees Retirement System 0.03% Add +2.2% 122,524 $34.6M
Lazard Asset Management LLC 0.05% Add +150.2% 121,158 $34.2M
Retirement Systems of Alabama 0.13% Reduce -5.4% 119,903 $33.9M
Advisors Capital Management, LLC 0.59% Reduce -21.2% 119,636 $33.8M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -7.8% 116,323 $32.8M
Allianz Asset Management GmbH 0.05% Add +93.3% 192,879 $32.3M
Glenmede Trust Co. NA 0.16% Reduce -1.7% 111,053 $31.4M
Reik & Co., LLC 8.01% Add +96.6% 219,576 $31.0M
Franklin Resources Inc. 0.01% Reduce -18.6% 107,923 $30.5M
Russell Investments Group, Ltd. 0.05% Add +664.0% 102,250 $29.0M
Alliancebernstein L.P. 0.01% Reduce -75.0% 102,626 $29.0M
BNP Paribas Financial Markets 0.03% Add +116.8% 101,630 $28.7M
Barclays PLC 0.01% Reduce -21.8% 100,284 $28.3M
California State Teachers Retirement System 0.03% Add +21.8% 99,763 $28.2M
Edgemoor Investment Advisors, Inc. 2.62% Add +0.3% 98,765 $27.9M
LSV Asset Management 0.06% Reduce -20.7% 98,560 $27.8M
Systematic Financial Management LP 0.82% Reduce -13.8% 95,877 $27.1M
Logan Capital Management Inc. 1.12% Reduce -1.5% 92,098 $26.0M
Bank of Montreal 0.01% Add +202.2% 86,359 $25.5M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -1.6% 89,414 $25.2M
Teacher Retirement System of Texas 0.14% Add +277.5% 87,215 $24.6M
First Long Island Investors, LLC 2.07% Reduce -2.4% 86,605 $24.5M
Jane Street Group, LLC 0.03% Add +0.9% 86,283 $24.4M
Raymond James & Associates 0.02% Reduce -2.6% 84,685 $23.9M
McRae Capital Management Inc. 5.38% Reduce -6.0% 83,515 $23.6M
Hook Mill Capital Partners, LP 3.48% Add +72.5% 82,488 $23.3M
New York State Teachers Retirement System 0.05% Add +0.2% 82,381 $23.3M
Corebridge Financial, Inc. 0.13% — 81,725 $23.1M
Bank of America Corp. 0.00% Reduce -33.3% 79,633 $22.5M
Los Angeles Capital Management LLC 0.08% Add +448.2% 78,962 $22.3M
CANADA LIFE ASSURANCE Co 0.04% Add +56.3% 76,893 $21.8M
Vest Financial, LLC 0.52% Add +18.6% 76,758 $21.7M
BI Asset Management Fondsmaeglerselskab A/S 0.35% Add +438.4% 75,844 $21.4M
T. Rowe Price Associates Inc. 0.00% Reduce -10.1% 75,821 $21.4M
Rodgers Brothers Inc. 2.84% Reduce -2.1% 74,390 $21.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +18.3% 73,379 $20.7M
KBC Group NV 0.06% Reduce -17.5% 69,943 $19.8M
State Board of Administration of Florida Retirement System 0.04% Reduce -2.3% 69,179 $19.5M

"% of holder's portfolio" is WSM's weight in each manager's 13F, not the share of Williams-Sonoma Inc. the manager owns.

Show all 822 holders