DaveManuel.com · Institutional Ownership · Who Owns It
WILLIAMS SONOMA INC (WSM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,016
Reporting holders
$26.9B
Reported value
96.2%
Of shares outstanding
0.9%
Calls
0.7%
Puts
+70
Holder change
Institutions report 113,276,906 shares against 117,746,611 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.7B | 11,394,517 | 0.04% | 8q | -1.7%-$46.7M |
| Aristotle Capital Management, LLC | $2.6B | 11,057,269 | 5.41% | 33q | -0.7%-$19.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.8B | 7,692,533 | 0.04% | 2q | -0.9%-$16.5M |
| BLACKHILL CAPITAL INC | $1.8B | 7,684,278 | 74.32% | 31q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4B | 6,200,281 | 0.07% | 2q | +3.2%+$45.4M |
| STATE STREET CORP | $1.4B | 5,906,785 | 0.04% | 31q | +1.9%+$26.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $897.3M | 3,815,020 | 0.05% | 31q | +1.0%+$8.7M |
| FIRST TRUST ADVISORS LP | $650.5M | 2,790,554 | 0.38% | 31q | +4.7%+$29.4M |
| NORGES BANK | $409.6M | 1,757,080 | 0.04% | 32q | -1.0%-$4.1M |
| Invesco Ltd. | $393.7M | 1,688,888 | 0.03% | 31q | -5.2%-$21.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $381.4M | 1,636,136 | 0.07% | 31q | -5.7%-$23.1M |
| FMR LLC | $376.7M | 1,616,247 | 0.02% | 31q | -61.1%-$591.8M |
| NORTHERN TRUST CORP | $363.4M | 1,559,183 | 0.04% | 31q | -2.9%-$10.9M |
| DIMENSIONAL FUND ADVISORS LP | $354.2M | 1,519,215 | 0.06% | 31q | +2.7%+$9.4M |
| Nuveen, LLC | $345.2M | 1,481,007 | 0.08% | 6q | +134.1%+$197.7M |
| VICTORY CAPITAL MANAGEMENT INC | $338.1M | 1,450,284 | 0.19% | 31q | -9.9%-$36.9M |
| Boston Partners | $335.5M | 1,442,945 | 0.30% | 4q | +17.5%+$49.9M |
| UBS Group AG | $268.9M incl. $2.3M options PUT | 1,143,600 | 0.03% | 31q | +52.8%+$92.9M |
| MORGAN STANLEY | $267.1M | 1,145,937 | 0.01% | 35q | +8.5%+$20.9M |
| PRINCIPAL FINANCIAL GROUP INC | $266.5M | 1,143,429 | 0.13% | 31q | +15.7%+$36.2M |
| BANK OF AMERICA CORP /DE/ | $264.4M | 1,134,453 | 0.02% | 31q | +2.3%+$6.0M |
| NORDEA INVESTMENT MANAGEMENT AB | $241.3M | 1,026,887 | 0.20% | 31q | +15.0%+$31.5M |
| VOYA INVESTMENT MANAGEMENT LLC | $239.9M | 1,030,777 | 0.21% | 31q | +3.4%+$7.8M |
| Leonard Green & Partners, L.P. | $233.1M | 1,000,000 | 24.23% | 12q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $220.5M | 946,038 | 0.34% | 25q | HELD |
| GOLDMAN SACHS GROUP INC | $217.6M | 933,359 | 0.02% | 31q | +3.3%+$7.0M |
| D. E. Shaw & Co., Inc. | $209.7M | 899,723 | 0.10% | 31q | +12.2%+$22.8M |
| Bank of New York Mellon Corp | $188.6M | 809,109 | 0.03% | 31q | -1.3%-$2.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $181.8M | 779,781 | 0.02% | 31q | HELD |
| DEUTSCHE BANK AG\ | $166.6M | 714,811 | 0.05% | 34q | -1.8%-$3.1M |
| VANGUARD FIDUCIARY TRUST CO | $154.6M | 663,193 | 0.03% | 2q | -1.5%-$2.4M |
| JPMORGAN CHASE & CO | $143.9M | 593,806 | 0.01% | 31q | -29.4%-$60.0M |
| Legal & General Group Plc | $143.5M | 615,728 | 0.03% | 31q | -5.5%-$8.4M |
| Caisse de depot et placement du Quebec | $143.1M | 613,734 | 0.20% | 11q | -8.5%-$13.3M |
| CITADEL ADVISORS LLC | $132.0M incl. $64.7M options CALL+PUT | 288,635 | 0.02% | 31q | +77.8%+$57.8M |
| AMERICAN CENTURY COMPANIES INC | $129.4M | 555,299 | 0.06% | 25q | +26.9%+$27.4M |
| Pictet Asset Management Holding SA | $118.6M | 508,706 | 0.11% | 12q | +57.7%+$43.4M |
| TRUIST FINANCIAL CORP | $118.2M | 507,042 | 0.14% | 25q | +6.6%+$7.3M |
| ASSETMARK, INC | $110.5M | 474,021 | 0.19% | 27q | -0.6%-$709.3K |
| ENVESTNET ASSET MANAGEMENT INC | $107.7M | 461,832 | 0.03% | 31q | +5.2%+$5.3M |
| Amundi | $105.1M | 451,112 | 0.03% | 16q | -10.6%-$12.4M |
| CITIGROUP INC | $104.6M | 448,765 | 0.03% | 31q | +24.9%+$20.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $101.4M incl. $90.6M options CALL+PUT | 46,106 | 0.01% | 31q | +19.8%+$16.7M |
| RENAISSANCE TECHNOLOGIES LLC | $97.9M | 419,900 | 0.13% | 10q | -38.3%-$60.7M |
| WELLS FARGO & COMPANY/MN | $97.6M incl. $7.6M options CALL | 386,352 | 0.02% | 31q | +3.3%+$3.2M |
| Clark Capital Management Group, Inc. | $94.4M | 405,136 | 0.51% | 5q | +0.9%+$798.4K |
| Robeco Institutional Asset Management B.V. | $93.6M | 401,742 | 0.12% | 38q | +2.6%+$2.4M |
| Quantinno Capital Management LP | $86.1M | 369,394 | 0.10% | 19q | -3.0%-$2.7M |
| Vest Financial, LLC | $83.9M | 360,098 | 0.88% | 10q | +5.1%+$4.1M |
| Swiss National Bank | $78.3M | 335,700 | 0.04% | 31q | -4.2%-$3.4M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $76.8M | 329,454 | 0.05% | 24q | +5.9%+$4.3M |
| Thrivent Financial for Lutherans | $76.1M | 326,523 | 0.13% | 31q | +30.2%+$17.7M |
| PNC Financial Services Group, Inc. | $72.1M | 309,290 | 0.04% | 31q | +181.5%+$46.5M |
| Gotham Asset Management, LLC | $71.9M | 308,634 | 0.17% | 30q | +16.4%+$10.1M |
| HSBC HOLDINGS PLC | $70.5M | 302,105 | 0.03% | 15q | +12.1%+$7.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $67.4M | 289,135 | 0.04% | 13q | +6.3%+$4.0M |
| ROYAL BANK OF CANADA | $66.0M | 283,321 | 0.01% | 31q | +160.2%+$40.7M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $65.4M | 280,355 | 0.01% | 31q | +22.1%+$11.8M |
| BNP PARIBAS FINANCIAL MARKETS | $64.2M | 275,559 | 0.02% | 31q | +1.3%+$793.2K |
| Boston Trust Walden Corp | $64.1M | 275,152 | 0.49% | 31q | +19.0%+$10.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $63.8M | 273,606 | 0.06% | 10q | -28.2%-$25.0M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $63.7M | 273,467 | 0.23% | 10q | -48.4%-$59.9M |
| Jefferies Financial Group Inc. | $63.7M incl. $61.7M options CALL+PUT | 8,900 | 0.42% | 4q | +8.2%+$4.9M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $61.1M | 261,982 | 0.26% | 3q | +17.3%+$9.0M |
| National Pension Service | $60.6M | 260,062 | 0.04% | 9q | -2.0%-$1.2M |
| Sumitomo Mitsui Trust Group, Inc. | $59.9M | 257,106 | 0.03% | 10q | -1.2%-$749.2K |
| Vanguard Global Advisers, LLC | $59.2M | 253,953 | 0.03% | 2q | -2.7%-$1.7M |
| Advisors Capital Management, LLC | $58.9M | 252,810 | 0.62% | 31q | -0.7%-$394.2K |
| JANE STREET GROUP, LLC | $57.7M incl. $49.7M options CALL+PUT | 34,060 | 0.00% | 31q | +412.0%+$46.4M |
| IMC-Chicago, LLC | $54.8M incl. $34.7M options CALL+PUT | 86,128 | 0.01% | 12q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $53.9M | 231,172 | 0.04% | 2q | +13.3%+$6.3M |
| California Public Employees Retirement System | $50.9M | 218,347 | 0.03% | 31q | -9.6%-$5.4M |
| RHUMBLINE ADVISERS | $49.7M | 213,350 | 0.04% | 31q | -5.7%-$3.0M |
| RAYMOND JAMES FINANCIAL INC | $49.0M | 210,113 | 0.01% | 7q | -2.3%-$1.2M |
| REIK & CO., LLC | $47.9M | 205,533 | 12.48% | 31q | HELD |
| GLENMEDE TRUST CO NA | $44.4M | 190,459 | 0.20% | 29q | +0.8%+$362.0K |
| BARCLAYS PLC | $42.8M | 183,629 | 0.01% | 31q | -25.9%-$15.0M |
| Zurich Insurance Group Ltd/FI | $42.2M | 181,169 | 0.29% | 4q | +879.3%+$37.9M |
| AQR CAPITAL MANAGEMENT LLC | $41.9M | 179,778 | 0.01% | 31q | -33.0%-$20.6M |
| KBC Group NV | $40.9M | 175,477 | 0.09% | 12q | +18.0%+$6.2M |
| Edgemoor Investment Advisors, Inc. | $39.8M | 170,565 | 2.71% | 31q | -0.7%-$274.4K |
| FRANKLIN RESOURCES INC | $39.3M | 168,789 | 0.01% | 31q | -38.1%-$24.2M |
| Russell Investments Group, Ltd. | $39.3M | 167,977 | 0.03% | 31q | -21.3%-$10.7M |
| Alyeska Investment Group, L.P. | $39.2M | 168,382 | 0.10% | new | NEW |
| Modera Wealth Management, LLC | $38.9M | 166,703 | 0.41% | 13q | -5.2%-$2.1M |
| LOGAN CAPITAL MANAGEMENT INC | $38.7M | 166,130 | 1.44% | 31q | HELD |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $38.5M | 165,049 | 0.77% | 31q | HELD |
| Moran Wealth Management, LLC | $37.8M | 162,177 | 1.03% | 15q | -6.0%-$2.4M |
| Select Equity Group, L.P. | $37.7M | 161,830 | 0.19% | 26q | -30.6%-$16.6M |
| MAPLELANE CAPITAL, LLC | $37.3M CALL | options only | 0.68% | new | OPTIONS |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $36.9M | 158,360 | 0.03% | 31q | -6.1%-$2.4M |
| Railway Pension Investments Ltd | $36.3M | 155,700 | 0.46% | 9q | HELD |
| SCOPUS ASSET MANAGEMENT, L.P. | $35.0M PUT | options only | 0.49% | new | OPTIONS |
| Pacific Heights Asset Management LLC | $35.0M | 150,000 | 1.11% | 31q | HELD |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $34.2M | 146,900 | 0.05% | 6q | +114.5%+$18.3M |
| Handelsbanken Fonder AB | $34.1M | 146,185 | 0.10% | 25q | +8.1%+$2.6M |
| Hook Mill Capital Partners, LP | $33.8M | 144,866 | 3.13% | 15q | +70.1%+$13.9M |
| Rodgers Brothers Inc. | $32.6M | 139,653 | 3.16% | 31q | HELD |
| Treasurer of the State of North Carolina | $32.0M | 137,227 | 0.08% | 34q | +0.9%+$298.4K |
| INVESTMENT HOUSE LLC | $30.8M | 132,046 | 1.39% | 13q | -0.9%-$291.1K |
Showing the largest 100 of 1,016 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-19 | 2026-10-16 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-15 | ALBER LAURA | PRESIDENT & CEO | Sold | 35,000 | $7.7M ×5 |
| 2026-09-16 | ALBER LAURA | PRESIDENT & CEO | Sold | 35,000 | $7.7M ×5 |
| 2026-05-14 | ALBER LAURA | PRESIDENT & CEO | Sold | 20,000 | $3.5M ×4 |
| 2026-05-27 | ALBER LAURA | PRESIDENT & CEO | Sold | 15,000 | $3.0M |
| 2026-09-16 | Howie Jeffrey | EVP CHIEF FINANCIAL OFFICER | Sold | 3,045 | $671.8K ×8 |
| 2026-06-15 | Yearout Karalyn | EVP CHIEF TALENT OFFICER | Sold | 1,112 | $254.1K |
| 2026-08-04 | Yearout Karalyn | EVP CHIEF TALENT OFFICER | Sold | 1,000 | $250.0K |
| 2026-10-16 | Finucane Anne A. | Director | Sold | 794 | $200.2K ×2 |
| 2026-08-07 | Yearout Karalyn | EVP CHIEF TALENT OFFICER | Sold | 522 | $128.6K |
| 2026-10-09 | Yearout Karalyn | EVP CHIEF TALENT OFFICER | Sold | 522 | $124.9K |
| 2026-06-08 | Yearout Karalyn | EVP CHIEF TALENT OFFICER | Sold | 522 | $106.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 357 | $1.1B | 4,945,553 | 45 | 114 | 91 | 0.0% |
| Q2 2026 | 1,016 | $26.9B | 113,276,906 | 143 | 311 | 338 | 1.7% |
| Q1 2026 | 946 | $20.7B | 111,954,695 | 84 | 288 | 360 | 1.5% |
| Q4 2025 | 959 | $20.6B | 113,920,267 | 68 | 302 | 335 | 1.3% |
| Q3 2025 | 955 | $22.5B | 113,607,905 | 108 | 275 | 339 | 1.5% |
| Q2 2025 | 929 | $19.0B | 114,593,385 | 111 | 337 | 296 | 1.6% |
| Q1 2025 | 916 | $18.7B | 115,185,670 | 119 | 269 | 363 | 2.6% |
| Q4 2024 | 911 | $22.6B | 117,229,291 | 108 | 219 | 353 | 3.7% |
| Q3 2024 | 841 | $19.6B | 123,096,767 | 102 | 242 | 327 | 2.9% |
| Q2 2024 | 833 | $18.2B | 62,681,487 | 100 | 257 | 301 | 3.8% |
| Q1 2024 | 821 | $21.6B | 63,639,643 | 181 | 194 | 286 | 6.6% |
| Q4 2023 | 696 | $14.0B | 64,016,352 | 106 | 180 | 256 | 7.5% |
| Q3 2023 | 607 | $10.9B | 65,603,078 | 78 | 171 | 232 | 6.7% |
| Q2 2023 | 594 | $8.3B | 64,338,821 | 67 | 177 | 229 | 3.4% |
| Q1 2023 | 618 | $9.3B | 73,091,847 | 59 | 187 | 209 | 4.9% |
| Q4 2022 | 626 | $8.2B | 67,090,421 | 78 | 169 | 241 | 5.7% |
| Q3 2022 | 610 | $15.6B | 127,874,519 | 74 | 202 | 221 | 3.4% |
| Q2 2022 | 602 | $15.6B | 138,707,216 | 75 | 223 | 188 | 1.5% |
| Q1 2022 | 614 | $15.9B | 108,429,502 | 73 | 222 | 194 | 1.3% |
| Q4 2021 | 649 | $22.3B | 195,201,403 | 92 | 189 | 210 | 2.3% |
| Q3 2021 | 593 | $19.5B | 168,410,662 | 87 | 180 | 192 | 2.5% |
| Q2 2021 | 570 | $16.9B | 104,732,276 | 85 | 178 | 199 | 1.2% |
| Q1 2021 | 557 | $20.5B | 111,139,802 | 118 | 134 | 212 | 2.8% |
| Q4 2020 | 502 | $11.2B | 108,645,172 | 65 | 128 | 192 | 1.2% |
| Q3 2020 | 459 | $13.7B | 149,020,869 | 66 | 116 | 178 | 1.3% |
| Q2 2020 | 447 | $13.2B | 186,793,436 | 107 | 108 | 173 | 1.1% |
| Q1 2020 | 388 | $9.5B | 222,607,579 | 36 | 140 | 138 | 0.4% |
| Q4 2019 | 439 | $10.8B | 146,028,129 | 58 | 115 | 149 | 0.9% |
| Q3 2019 | 412 | $9.9B | 144,510,196 | 50 | 95 | 175 | 1.0% |
| Q2 2019 | 409 | $10.0B | 149,853,829 | 50 | 127 | 149 | 2.5% |
| Q1 2019 | 443 | $8.5B | 148,305,005 | 71 | 118 | 152 | 2.1% |
| Q4 2018 | 403 | $12.3B | 237,076,772 | 9 | 7 | 10 | 2.9% |