Williams-SonomaWSM
13F holders, Q3 2024 (September 30)830holders +8
99new positions
99sold out
7famous investors
$154.84avg. 13F price*
At the end of Q3 2024, 830 institutions reported holding Williams-Sonoma Inc. (WSM) in their 13F filings, up 8 from Q2 2024. 99 opened new positions and 99 sold out. The largest holders were BlackRock, Inc. ($2.4B), Vanguard Group Inc. ($2.0B) and Aristotle Capital Management, LLC ($1.4B). 7 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- Williams-Sonoma Inc.
- Sector
- Consumer Discretionary
- CUSIP
- 969904101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $179.4M |
| Exits | 99 | $209.0M |
All 13F filers, Q2 2024 → Q3 2024: 6,713,520 shares bought and 9,164,598 shares sold, net −2,451,078 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 830 holders
| BlackRock, Inc. | 0.05% | — | 15,414,607 | $2.4B |
| Vanguard Group Inc. | 0.04% | Reduce -1.5% | 13,053,669 | $2.0B |
| Aristotle Capital Management, LLC | 2.57% | No change | 9,114,314 | $1.4B |
| FMR LLC | 0.08% | Reduce -13.7% | 8,781,201 | $1.4B |
| Blackhill Capital Inc. | 69.63% | No change | 7,808,428 | $1.2B |
| State Street Corp. | 0.03% | Add +4.4% | 5,329,125 | $825.6M |
| Leonard Green & Partners, L.P. | 10.93% | No change | 3,224,030 | $499.5M |
| Invesco Ltd. | 0.09% | Add +21.7% | 3,066,914 | $475.1M |
| Geode Capital Management, LLC | 0.03% | Add +3.8% | 2,689,451 | $418.2M |
| First Trust Advisors LP | 0.32% | Add +14.2% | 2,136,446 | $331.0M |
| Pacer Advisors, Inc. | 0.72% | Add +9.3% | 2,110,320 | $326.9M |
| Dimensional Fund Advisors LP | 0.06% | Add +3.6% | 1,706,700 | $264.4M |
| Capital Research Global Investors | 0.05% | No change | 1,667,278 | $258.3M |
| Northern Trust Corp. | 0.04% | Reduce -2.9% | 1,652,993 | $256.1M |
| Norges Bank | 0.03% | Reduce -9.5% | 1,338,555 | $207.4M |
| Bank of New York Mellon Corp | 0.04% | Reduce -9.7% | 1,318,777 | $204.3M |
| Morgan Stanley | 0.01% | Add +5.0% | 1,199,948 | $185.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +2.4% | 1,105,336 | $171.2M |
| Amundi | 0.06% | Add +23.3% | 1,077,610 | $165.3M |
| Jacobs Levy Equity Management, Inc. | 0.62% | Add +112.2% | 1,036,256 | $160.5M |
| Principal Financial Group Inc. | 0.09% | Reduce -7.8% | 1,020,489 | $158.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.8% | 833,355 | $129.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.54% | Reduce -0.9% | 753,797 | $116.8M |
| Caisse de depot et placement du Quebec | 0.23% | Reduce -1.1% | 751,735 | $116.5M |
| Nuveen Asset Management, LLC | 0.03% | Add +66.0% | 637,890 | $98.8M |
| Legal & General Group Plc | 0.03% | Add +3.2% | 632,337 | $98.0M |
| JPMorgan Chase & Co. | 0.01% | Add +9.3% | 622,279 | $96.4M |
| Captrust Financial Advisors | 0.29% | Add +1.2% | 620,661 | $96.2M |
| Renaissance Technologies | 0.14% | Reduce -21.4% | 603,200 | $93.4M |
| AQR Capital Management | 0.12% | Add +6.6% | 568,933 | $87.9M |
| Citigroup Inc. | 0.08% | Add +0.1% | 549,118 | $85.1M |
| KBC Group NV | 0.25% | Add +279.8% | 531,304 | $82.3M |
| HSBC Holdings PLC | 0.05% | Add +478.7% | 523,875 | $81.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -42.9% | 503,592 | $78.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +5.1% | 466,043 | $72.2M |
| Rhumbline Advisers | 0.06% | Add +5.0% | 458,028 | $71.0M |
| Boston Trust Walden Corp | 0.48% | Reduce -17.9% | 442,815 | $68.6M |
| ProShare Advisors LLC | 0.16% | Add +69.5% | 433,032 | $67.1M |
| Assetmark, Inc. | 0.19% | Add +1.6% | 419,176 | $64.9M |
| HS Management Partners, LLC | 4.00% | Add +10.5% | 401,105 | $62.1M |
| Swiss National Bank | 0.04% | Add +5.6% | 381,800 | $59.1M |
| Royal Bank of Canada | 0.01% | Reduce -26.6% | 379,853 | $58.8M |
| Barclays PLC | 0.03% | Add +84.7% | 370,381 | $57.4M |
| D. E. Shaw & Co. | 0.08% | Reduce -55.4% | 355,961 | $55.1M |
| Nordea Investment Management AB | 0.06% | Add +2.3% | 355,331 | $54.9M |
| Deutsche Bank AG | 0.02% | Reduce -21.8% | 352,984 | $54.7M |
| Aberdeen Group plc | 0.10% | Add +2.8% | 350,004 | $53.9M |
| Truist Financial Corp. | 0.08% | Add +7.2% | 329,118 | $51.0M |
| Janus Henderson Group PLC | 0.03% | Reduce -50.1% | 322,249 | $49.9M |
| Wells Fargo & Company | 0.01% | No change | 318,361 | $49.3M |
| Jupiter Asset Management Ltd. | 0.43% | Reduce -32.5% | 317,859 | $49.2M |
| National Pension Service | 0.05% | Add +56.2% | 313,335 | $48.5M |
| Voya Investment Management LLC | 0.06% | Add +291.7% | 311,600 | $48.3M |
| Moran Wealth Management, LLC | 1.47% | Reduce -4.1% | 308,330 | $47.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.12% | Add +15.4% | 304,821 | $47.2M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -8.3% | 303,576 | $47.0M |
| Aviva PLC | 0.12% | Add +16.7% | 301,577 | $46.7M |
| Select Equity Group, L.P. | 0.17% | Add +0.6% | 300,775 | $46.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.11% | New | 300,000 | $46.5M |
| Andra AP-fonden | 0.67% | New | 294,400 | $45.6M |
| Bank of America Corp. | 0.00% | Add +82.3% | 290,329 | $45.0M |
| American Century Companies Inc. | 0.03% | Reduce -19.9% | 289,404 | $44.8M |
| Allianz Asset Management GmbH | 0.07% | Reduce -26.2% | 284,800 | $44.1M |
| Glenmede Trust Co. NA | 0.19% | Add +14.5% | 254,394 | $39.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +5.2% | 244,846 | $37.9M |
| California Public Employees Retirement System | 0.03% | Reduce -1.3% | 241,772 | $37.5M |
| Advisors Capital Management, LLC | 0.61% | Add +0.5% | 240,410 | $37.2M |
| Teacher Retirement System of Texas | 0.17% | Add +36.0% | 237,211 | $36.7M |
| Modera Wealth Management, LLC | 0.46% | Reduce -5.5% | 233,613 | $36.2M |
| Franklin Resources Inc. | 0.01% | Add +14.6% | 247,243 | $36.1M |
| Citadel Advisors | 0.04% | Reduce -22.1% | 224,245 | $34.7M |
| UBS Group AG | 0.01% | Reduce -18.8% | 216,875 | $33.6M |
| Distillate Capital Partners LLC | 1.67% | Add +124.6% | 215,910 | $33.4M |
| Reik & Co., LLC | 7.94% | Reduce -50.9% | 215,598 | $33.4M |
| Clearbridge Investments, LLC | 0.03% | Reduce -28.8% | 211,975 | $32.8M |
| Russell Investments Group, Ltd. | 0.05% | Add +3.5% | 211,690 | $32.8M |
| California State Teachers Retirement System | 0.04% | Add +4.2% | 207,844 | $32.2M |
| Retirement Systems of Alabama | 0.12% | Reduce -13.8% | 206,645 | $32.0M |
| Systematic Financial Management LP | 0.80% | Add +5.5% | 202,296 | $31.3M |
| Edgemoor Investment Advisors, Inc. | 2.63% | Reduce -2.0% | 193,474 | $30.0M |
| Vest Financial, LLC | 0.57% | Add +24.5% | 191,134 | $29.6M |
| Victory Capital Management Inc. | 0.03% | Reduce -34.1% | 186,605 | $28.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -10.0% | 184,756 | $28.6M |
| Logan Capital Management Inc. | 1.16% | Reduce -1.0% | 182,328 | $28.2M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +16.6% | 179,378 | $27.8M |
| Raymond James & Associates | 0.02% | Add +2.5% | 173,621 | $26.9M |
| First Long Island Investors, LLC | 2.11% | Reduce -0.3% | 172,683 | $26.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.06% | Reduce -5.3% | 169,411 | $26.2M |
| Hook Mill Capital Partners, LP | 3.21% | Add +0.2% | 165,303 | $25.6M |
| McRae Capital Management Inc. | 4.91% | Reduce -2.8% | 162,436 | $25.2M |
| Acadian Asset Management LLC | 0.08% | Reduce -61.1% | 160,511 | $24.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +8.6% | 159,320 | $24.7M |
| New York State Teachers Retirement System | 0.05% | Reduce -3.5% | 158,936 | $24.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.5% | 156,961 | $24.3M |
| Corebridge Financial, Inc. | 0.13% | Reduce -6.4% | 152,971 | $23.7M |
| Rodgers Brothers Inc. | 2.90% | Reduce -0.8% | 147,630 | $22.9M |
| Bridgewater Associates | 0.13% | Add +99.6% | 145,527 | $22.5M |
| Empowered Funds, LLC | 0.34% | Add +31.7% | 140,833 | $21.8M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +0.1% | 138,501 | $21.5M |
| Illinois Municipal Retirement Fund | 0.30% | Add +2.1% | 137,742 | $21.3M |
"% of holder's portfolio" is WSM's weight in each manager's 13F, not the share of Williams-Sonoma Inc. the manager owns.