Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in WSM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11.6M | $2.11B | -2.3% | 9.847% | 0.04% |
| 2 | Aristotle Capital Management, LLC | 11.1M | $2.03B | +22.0% | 9.461% | 4.25% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 7.8M | $1.42B | — | 6.593% | 0.04% |
| 4 | BLACKHILL CAPITAL INC | 7.7M | $1.40B | -0.1% | 6.526% | 72.12% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.0M | $1.09B | — | 5.100% | 0.06% |
| 6 | STATE STREET CORP | 5.8M | $1.06B | -3.9% | 4.921% | 0.04% |
| 7 | FMR LLC | 4.2M | $757.6M | +6.1% | 3.529% | 0.04% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 3.8M | $693.9M | +8.0% | 3.209% | 0.04% |
| 9 | FIRST TRUST ADVISORS LP | 2.7M | $485.8M | +9.2% | 2.263% | 0.35% |
| 10 | Invesco Ltd. | 1.8M | $324.8M | +7.2% | 1.513% | 0.05% |
| 11 | UBS ASSET MANAGEMENT AMERICAS INC | 1.7M | $316.4M | -9.6% | 1.474% | 0.07% |
| 12 | VICTORY CAPITAL MANAGEMENT INC | 1.6M | $293.3M | +44.0% | 1.366% | 0.19% |
| 13 | NORTHERN TRUST CORP | 1.6M | $292.8M | -3.7% | 1.364% | 0.04% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $269.6M | +1.4% | 1.256% | 0.06% |
| 15 | Boston Partners | 1.2M | $223.7M | -4.2% | 1.043% | 0.23% |
| 16 | BANK OF AMERICA CORP /DE/ | 1.1M | $202.1M | +102.8% | 0.942% | 0.01% |
| 17 | GOLDMAN SACHS GROUP INC | 1.1M | $201.6M | +25.4% | 0.939% | 0.02% |
| 18 | MORGAN STANLEY | 1.1M | $192.6M | -1.7% | 0.897% | 0.01% |
| 19 | Leonard Green & Partners, L.P. | 1.0M | $182.3M | 0.0% | 0.849% | 6.59% |
| 20 | VOYA INVESTMENT MANAGEMENT LLC | 997K | $181.5M | -8.4% | 0.847% | 0.19% |
| 21 | PRINCIPAL FINANCIAL GROUP INC | 988K | $180.2M | -2.6% | 0.839% | 0.10% |
| 22 | CAPTRUST FINANCIAL ADVISORS | 943K | $171.9M | +7.8% | 0.801% | 0.30% |
| 23 | NORDEA INVESTMENT MANAGEMENT AB | 893K | $159.8M | -8.2% | 0.758% | 0.15% |
| 24 | Bank of New York Mellon Corp | 820K | $149.5M | -3.8% | 0.696% | 0.03% |
| 25 | D. E. Shaw & Co., Inc. | 802K | $146.2M | — | 0.681% | 0.14% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WSM — a direct measure of their conviction.
Filings activity in WSM during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 906 | 1.7% | 76.00% | +1.47 pp | $20.00B | +2.0% |
| Q4 2025 | 922 | +0.8% | 74.53% | 6.43 pp | $19.62B | 7.9% |
| Q3 2025 | 915 | +2.5% | 80.96% | +12.76 pp | $21.31B | +19% |
| Q2 2025 | 893 | +2.4% | 68.20% | +2.24 pp | $17.95B | +3.4% |
| Q1 2025 | 872 | +1.5% | 65.96% | 13.88 pp | $17.36B | 17% |
| Q4 2024 | 859 | +7.6% | 79.84% | +10.65 pp | $21.01B | +15% |
| Q3 2024 | 798 | +1.1% | 69.19% | 0.45 pp | $18.21B | 0.6% |
| Q2 2024 | 789 | — | 69.64% | — | $18.33B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying WSM stock.
Based on Q1 2026 13F filings, institutional ownership of Williams-Sonoma, Inc. stands at 76.0%, held across 906 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of WSM, with approximately 11,594,826 shares worth $2.11B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of WSM.
Our composite Smart Money Score for WSM is 42 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
108 institutions opened new positions in WSM during Q1 2026, while 124 fully exited. 495 added to existing positions and 298 trimmed.
WSM institutional ownership rose by 1.47 percentage points quarter-over-quarter, with a net change of -16 holders.
The top 10 institutions account for 56.9% of all reported 13F value in WSM, and the top 25 account for 72.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.