Who owns Williams-Sonoma (WSM)
Which tracked institutional funds hold WSM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WSM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on WSM is one-sided between 2026-Q1 and 2026-Q2: 412 added or opened and 115 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WSM’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes WSM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WSM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 940 tracked filers holding WSM, 460 increased or opened the position and 472 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WSM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 42
- Alyeska Investment Group, L.P.$39M
- LOGAN CAPITAL MANAGEMENT INC$39M
- IMC-Chicago, LLC$20M
- 1832 Asset Management L.P.$19M
- Interval Partners, LP$12M
- Nykredit A/S$11M
Full exits 74
- Amundi$92M
- Pacer Advisors, Inc.$67M
- Thrivent Financial for Lutherans$46M
- KBC Group NV$27M
- Treasurer of the State of North Carolina$25M
- Handelsbanken Fonder AB$25M
Largest adds
- BlackRock, Inc.$941M
- Aristotle Capital Management, LLC$546M
- BLACKHILL CAPITAL INC$390M
- VANGUARD CAPITAL MANAGEMENT LLC$378M
- VANGUARD PORTFOLIO MANAGEMENT LLC$350M
- STATE STREET CORP$320M
Largest trims
- FMR LLC$380M
- JACOBS LEVY EQUITY MANAGEMENT, INC$33M
- RENAISSANCE TECHNOLOGIES LLC$26M
- VIRGINIA RETIREMENT SYSTEMS ET Al$16M
- FRANKLIN RESOURCES INC$10M
- EverSource Wealth Advisors, LLC$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 11,394,517 | $2.7B | 11.2% | 2026-Q2 |
| Aristotle Capital Management, LLC trimmed | 11,057,269 | $2.6B | 10.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 7,692,533 | $1.8B | 7.5% | 2026-Q2 |
| BLACKHILL CAPITAL INC trimmed | 7,684,278 | $1.8B | 7.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 6,200,281 | $1.4B | 6.1% | 2026-Q2 |
| STATE STREET CORP added | 5,906,785 | $1.4B | 5.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,815,020 | $897M | 3.8% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 2,790,554 | $650M | 2.7% | 2026-Q2 |
| NORGES BANK added | 1,757,080 | $410M | 1.7% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,688,888 | $394M | 1.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,636,136 | $381M | 1.6% | 2026-Q2 |
| FMR LLC trimmed | 1,616,247 | $377M | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,559,183 | $363M | 1.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,519,215 | $354M | 1.5% | 2026-Q2 |
| Nuveen, LLC added | 1,481,007 | $345M | 1.5% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,450,284 | $338M | 1.4% | 2026-Q2 |
| Boston Partners added | 1,442,945 | $335M | 1.4% | 2026-Q2 |
| MORGAN STANLEY added | 1,145,937 | $267M | 1.1% | 2026-Q2 |
| UBS Group AG added | 1,143,600 | $267M | 1.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,143,429 | $267M | 1.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,134,453 | $264M | 1.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 1,030,777 | $240M | 1.0% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 1,026,887 | $241M | 1.0% | 2026-Q2 |
| Leonard Green & Partners, L.P. | 1,000,000 | $233M | 1.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 946,038 | $221M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 933,359 | $218M | 0.9% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 899,723 | $210M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 809,109 | $189M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 779,781 | $182M | 0.8% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 714,811 | $167M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 663,193 | $155M | 0.7% | 2026-Q2 |
| Legal & General Group Plc trimmed | 615,728 | $144M | 0.6% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 613,734 | $143M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 593,806 | $144M | 0.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 555,299 | $129M | 0.5% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 508,706 | $119M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 507,042 | $118M | 0.5% | 2026-Q2 |
| ASSETMARK, INC trimmed | 474,021 | $110M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 461,832 | $108M | 0.5% | 2026-Q2 |
| CITIGROUP INC added | 448,765 | $105M | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 419,900 | $98M | 0.4% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 405,136 | $94M | 0.4% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 401,742 | $94M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 386,352 | $90M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 369,394 | $86M | 0.4% | 2026-Q2 |
| Vest Financial, LLC added | 360,098 | $84M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 335,700 | $78M | 0.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 329,454 | $77M | 0.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 309,290 | $72M | 0.3% | 2026-Q2 |
| Gotham Asset Management, LLC added | 308,634 | $72M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 302,105 | $71M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 289,135 | $67M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 288,635 | $67M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 283,321 | $66M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 280,355 | $65M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 275,559 | $64M | 0.3% | 2026-Q2 |
| Boston Trust Walden Corp added | 275,152 | $64M | 0.3% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 273,606 | $64M | 0.3% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 273,467 | $64M | 0.3% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 261,982 | $61M | 0.3% | 2026-Q2 |
| National Pension Service trimmed | 260,062 | $61M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 257,106 | $60M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 253,953 | $59M | 0.2% | 2026-Q2 |
| Advisors Capital Management, LLC trimmed | 252,810 | $59M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 231,172 | $54M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 218,347 | $51M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 213,350 | $50M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 210,113 | $49M | 0.2% | 2026-Q2 |
| REIK & CO., LLC trimmed | 205,533 | $48M | 0.2% | 2026-Q2 |
| GLENMEDE TRUST CO NA added | 190,459 | $44M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 183,629 | $43M | 0.2% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI added | 181,169 | $42M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 179,778 | $42M | 0.2% | 2026-Q2 |
| Edgemoor Investment Advisors, Inc. trimmed | 170,565 | $40M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 168,789 | $39M | 0.2% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 168,382 | $39M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 167,977 | $39M | 0.2% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 166,703 | $39M | 0.2% | 2026-Q2 |
| LOGAN CAPITAL MANAGEMENT INC added | 166,130 | $39M | 0.2% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP added | 165,049 | $38M | 0.2% | 2026-Q2 |
| Moran Wealth Management, LLC trimmed | 162,177 | $38M | 0.2% | 2026-Q2 |
| Select Equity Group, L.P. trimmed | 161,830 | $38M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 158,360 | $37M | 0.2% | 2026-Q2 |
| Railway Pension Investments Ltd | 155,700 | $36M | 0.2% | 2026-Q2 |
| Pacific Heights Asset Management LLC | 150,000 | $35M | 0.1% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 146,900 | $34M | 0.1% | 2026-Q2 |
| Hook Mill Capital Partners, LP added | 144,866 | $34M | 0.1% | 2026-Q2 |
| Rodgers Brothers Inc. trimmed | 139,653 | $33M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 131,659 | $31M | 0.1% | 2026-Q2 |
| First Long Island Investors, LLC trimmed | 130,525 | $30M | 0.1% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab trimmed | 127,600 | $30M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 126,156 | $29M | 0.1% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC added | 122,226 | $28M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 114,504 | $27M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 113,253 | $26M | 0.1% | 2026-Q2 |
| AVIVA PLC trimmed | 112,673 | $26M | 0.1% | 2026-Q2 |
| WINMILL & CO. INC trimmed | 111,000 | $26M | 0.1% | 2026-Q2 |
| MCRAE CAPITAL MANAGEMENT INC trimmed | 109,271 | $25M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added | 109,062 | $25M | 0.1% | 2026-Q2 |
| Aberdeen Group plc trimmed | 108,884 | $25M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.