Williams-SonomaWSM

13F holders, Q4 2024 (December 31)
897holders +67
105new positions
73sold out
7famous investors
$185.27avg. 13F price*

At the end of Q4 2024, 897 institutions reported holding Williams-Sonoma Inc. (WSM) in their 13F filings, up 67 from Q3 2024. 105 opened new positions and 73 sold out. The largest holders were BlackRock, Inc. ($2.9B), Vanguard Group Inc. ($2.4B) and Aristotle Capital Management, LLC ($1.7B). 7 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.3% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions105$204.8M
Exits73$189.7M

All 13F filers, Q3 2024 → Q4 2024: 8,002,779 shares bought and 13,844,231 shares sold, net −5,841,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 897 holders

BlackRock, Inc. 0.06% Add +1.7% 15,682,231 $2.9B
Vanguard Group Inc. 0.04% Reduce -1.7% 12,832,748 $2.4B
Aristotle Capital Management, LLC 3.25% Reduce -0.0% 9,110,899 $1.7B
Blackhill Capital Inc. 75.00% Add +0.1% 7,816,428 $1.4B
FMR LLC 0.06% Reduce -34.2% 5,774,588 $1.1B
State Street Corp. 0.04% Reduce -1.0% 5,273,781 $976.7M
Leonard Green & Partners, L.P. 14.50% No change 3,224,030 $597.0M
Invesco Ltd. 0.10% Reduce -6.7% 2,860,978 $529.8M
Geode Capital Management, LLC 0.04% Reduce -0.5% 2,674,836 $498.8M
First Trust Advisors LP 0.32% Reduce -8.5% 1,954,483 $361.9M
Northern Trust Corp. 0.05% Add +15.1% 1,902,382 $352.3M
Morgan Stanley 0.02% Add +49.6% 1,794,730 $332.3M
Dimensional Fund Advisors LP 0.07% Reduce -6.2% 1,601,420 $296.6M
Norges Bank 0.04% Add +17.0% 1,566,697 $290.1M
D. E. Shaw & Co. 0.34% Add +336.4% 1,553,525 $287.7M
Bank of New York Mellon Corp 0.04% Reduce -14.9% 1,121,741 $207.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -3.1% 1,071,121 $198.4M
Principal Financial Group Inc. 0.10% Reduce -0.1% 1,019,134 $188.7M
Renaissance Technologies 0.27% Add +64.1% 989,700 $183.3M
Amundi 0.06% Reduce -10.7% 961,959 $182.1M
Capital Research Global Investors 0.04% Reduce -44.5% 925,762 $171.4M
Charles Schwab Investment Management Inc. 0.03% Reduce -1.3% 822,409 $152.3M
UBS Group AG 0.03% Add +240.6% 738,736 $136.8M
Captrust Financial Advisors 0.34% Add +4.0% 645,402 $119.5M
Legal & General Group Plc 0.03% Reduce -0.5% 629,498 $116.6M
Millennium Management 0.10% Add +14400.2% 608,575 $112.7M
KBC Group NV 0.29% Add +6.0% 563,058 $104.3M
Caisse de depot et placement du Quebec 0.21% Reduce -26.2% 555,034 $102.8M
Skandinaviska Enskilda Banken AB (publ) 0.45% Reduce -28.6% 538,326 $100.4M
Nordea Investment Management AB 0.10% Add +48.5% 527,740 $97.9M
JPMorgan Chase & Co. 0.01% Reduce -15.6% 525,476 $97.3M
Citigroup Inc. 0.09% Reduce -5.8% 517,484 $95.8M
Nuveen Asset Management, LLC 0.02% Reduce -25.4% 475,668 $88.1M
Jane Street Group, LLC 0.14% Add +1199.7% 475,068 $88.0M
Marshall Wace, LLP 0.11% New 470,615 $87.1M
Rhumbline Advisers 0.08% Add +1.3% 463,799 $85.9M
Boston Trust Walden Corp 0.56% Reduce -2.1% 433,338 $80.2M
Squarepoint Ops LLC 0.20% Add +284.5% 421,895 $78.1M
Assetmark, Inc. 0.21% Reduce -1.3% 413,916 $76.6M
HRT Financial LP 0.39% Add +866.5% 409,286 $75.8M
Deutsche Bank AG 0.03% Add +7.7% 380,160 $70.4M
HS Management Partners, LLC 4.83% Reduce -5.5% 379,198 $70.2M
AQR Capital Management 0.09% Reduce -33.5% 378,493 $69.9M
Ameriprise Financial Inc. 0.02% Reduce -25.9% 372,971 $69.1M
Swiss National Bank 0.04% Reduce -6.5% 356,800 $66.1M
Truist Financial Corp. 0.10% Add +3.4% 340,176 $63.0M
Aberdeen Group plc 0.12% Reduce -5.4% 331,007 $61.5M
Andra AP-fonden 0.98% Add +12.3% 330,741 $61.2M
Worldquant Millennium Advisors LLC 0.39% Add +215.4% 328,579 $60.8M
Janus Henderson Group PLC 0.03% Add +1.6% 327,421 $60.6M
National Pension Service 0.06% Add +1.0% 316,535 $58.6M
Envestnet Asset Management Inc. 0.02% Add +3.7% 314,935 $58.3M
Moran Wealth Management, LLC 1.85% Add +1.5% 312,953 $58.0M
American Century Companies Inc. 0.03% Add +6.8% 309,131 $57.2M
Wells Fargo & Company 0.01% Reduce -3.9% 305,878 $56.6M
Select Equity Group, L.P. 0.22% Reduce -1.4% 296,722 $54.9M
Bank of America Corp. 0.01% Reduce -0.4% 289,172 $53.5M
Glenmede Trust Co. NA 0.27% Add +12.9% 287,173 $53.2M
Goldman Sachs Group Inc. 0.01% Reduce -40.6% 276,879 $51.3M
HSBC Holdings PLC 0.03% Reduce -49.7% 263,575 $48.8M
Royal Bank of Canada 0.01% Reduce -32.9% 254,714 $47.2M
Voya Investment Management LLC 0.06% Reduce -18.5% 253,824 $47.0M
Barclays PLC 0.02% Reduce -31.5% 253,798 $47.0M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +3.0% 252,289 $46.7M
ProShare Advisors LLC 0.10% Reduce -42.7% 248,104 $45.9M
Teacher Retirement System of Texas 0.16% Add +3.7% 246,066 $45.6M
Advisors Capital Management, LLC 0.70% Reduce -0.2% 239,848 $44.4M
Franklin Resources Inc. 0.01% Reduce -7.9% 227,764 $42.2M
California Public Employees Retirement System 0.03% Reduce -7.6% 223,343 $41.4M
Modera Wealth Management, LLC 0.50% Reduce -4.8% 222,492 $41.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Reduce -28.4% 218,317 $40.4M
Aviva PLC 0.10% Reduce -27.9% 217,289 $40.2M
Reik & Co., LLC 9.59% No change 215,598 $39.9M
Raymond James Financial Inc. 0.01% — 214,752 $39.8M
Systematic Financial Management LP 1.00% Add +5.1% 212,689 $39.4M
Retirement Systems of Alabama 0.14% Reduce -1.3% 204,025 $37.8M
California State Teachers Retirement System 0.04% Reduce -4.2% 199,077 $36.9M
BI Asset Management Fondsmaeglerselskab A/S 0.38% Add +117.6% 195,998 $36.3M
Vest Financial, LLC 0.63% Reduce -0.2% 190,679 $35.3M
Schroder Investment Management Group 0.03% Add +82.3% 186,359 $34.8M
Edgemoor Investment Advisors, Inc. 3.07% Reduce -3.5% 186,696 $34.6M
Qube Research & Technologies Ltd 0.06% New 181,902 $33.7M
Capital Fund Management S.A. 0.32% Add +918.4% 177,105 $32.8M
Alliancebernstein L.P. 0.01% Reduce -4.8% 175,800 $32.6M
CANADA LIFE ASSURANCE Co 0.05% Reduce -4.7% 170,870 $31.6M
Logan Capital Management Inc. 1.31% Reduce -7.4% 168,897 $31.3M
T. Rowe Price Associates Inc. 0.00% Add +3.3% 162,112 $30.0M
Jupiter Asset Management Ltd. 0.29% Reduce -50.3% 157,955 $29.3M
McRae Capital Management Inc. 5.71% Reduce -3.1% 157,416 $29.2M
First Long Island Investors, LLC 2.25% Reduce -11.3% 153,121 $28.4M
Gotham Asset Management 0.27% Add +56.5% 153,070 $28.3M
New York State Teachers Retirement System 0.06% Reduce -5.3% 150,436 $27.9M
Rodgers Brothers Inc. 3.54% Reduce -0.7% 146,535 $27.1M
Corebridge Financial, Inc. 0.14% Reduce -6.0% 143,799 $26.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Reduce -10.3% 142,885 $26.5M
Aware Super Pty Ltd as trustee of Aware Super 0.41% — 138,204 $25.6M
State Board of Administration of Florida Retirement System 0.04% Reduce -8.3% 127,058 $23.5M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -25.6% 126,051 $23.3M
Hook Mill Capital Partners, LP 2.38% Reduce -23.8% 126,001 $23.3M
Illinois Municipal Retirement Fund 0.33% Reduce -9.3% 124,974 $23.1M

"% 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 897 holders