| 0.04% |
| 4 | BLACKHILL CAPITAL INC | 7.7M | $1.79B | 0.0% | 6.526% | 74.32% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.2M | $1.45B | +3.2% | 5.266% | 0.07% |
| 6 | STATE STREET CORP | 5.9M | $1.38B | +1.9% | 5.016% | 0.02% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 3.8M | $897.3M | +1.0% | 3.240% | 0.05% |
| 8 | FIRST TRUST ADVISORS LP | 2.8M | $650.5M | +4.7% | 2.370% | 0.38% |
| 9 | NORGES BANK | 1.8M | $409.6M | — | 1.492% | 0.04% |
| 10 | Invesco Ltd. | 1.7M | $393.7M | -5.2% | 1.434% | 0.03% |
| 11 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 1.6M | $381.4M | -5.7% | 1.389% | 0.07% |
| 12 | FMR LLC | 1.6M | $376.7M | -61.1% | 1.373% | 0.02% |
| 13 | NORTHERN TRUST CORP | 1.6M | $363.4M | -2.9% | 1.324% | 0.04% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $354.2M | +2.7% | 1.290% | 0.06% |
| 15 | Nuveen, LLC | 1.5M | $345.2M | +134.1% | 1.258% | 0.08% |
| 16 | VICTORY CAPITAL MANAGEMENT INC | 1.5M | $338.1M | -9.8% | 1.232% | 0.19% |
| 17 | Boston Partners | 1.4M | $335.5M | +17.5% | 1.226% | 0.30% |
| 18 | UBS Group AG | 1.2M | $268.9M | +49.6% | 0.980% | 0.03% |
| 19 | MORGAN STANLEY | 1.1M | $267.1M | +8.5% | 0.973% | 0.01% |
| 20 | PRINCIPAL FINANCIAL GROUP INC | 1.1M | $266.5M | +15.7% | 0.971% | 0.13% |
| 21 | BANK OF AMERICA CORP /DE/ | 1.1M | $264.4M | +2.3% | 0.963% | 0.02% |
| 22 | NORDEA INVESTMENT MANAGEMENT AB | 1.0M | $241.3M | +15.0% | 0.872% | 0.20% |
| 23 | VOYA INVESTMENT MANAGEMENT LLC | 1.0M | $239.9M | +3.4% | 0.875% | 0.21% |
| 24 | Leonard Green & Partners, L.P. | 1.0M | $233.1M | 0.0% | 0.849% | 24.23% |
| 25 | CAPTRUST FINANCIAL ADVISORS | 946K | $220.5M | +0.4% | 0.804% | 0.34% |
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.
| 91.64% |
| 3.58 pp |
| $17.36B |
| 17% |
| Q4 2024 | 859 | +7.6% | 95.22% | 0.32 pp | $21.01B | +15% |
| Q3 2024 | 798 | — | 95.54% | — | $18.21B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
136 institutions opened new positions in WSM during Q2 2026, while 60 fully exited. 765 added to existing positions and 85 trimmed.
WSM institutional ownership rose by 2.33 percentage points quarter-over-quarter, with a net change of +81 holders.
The top 10 institutions account for 53.1% of all reported 13F value in WSM, and the top 25 account for 70.1%.
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.
Williams-Sonoma, Inc. (WSM) Institutional Ownership