WSM
Williams-Sonoma, Inc. · Consumer Cyclical · Specialty Retail
Momentum inputs (comparable managers):
holder breadth -14.3% ·
share flow +20.0% ·
net new positions -16.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 156 | +6 | 84.81M | $19.78B | +9 | −2 |
| Q1 2026 | 152 | -5 | 83.90M | $15.29B | +3 | −9 |
| Q4 2025 | 156 | -2 | 92.01M | $16.40B | +1 | −2 |
| Q3 2025 | 21 | +2 | 49.57M | $9.69B | +2 | −1 |
| Q2 2025 | 17 | -3 | 44.49M | $7.27B | — | −3 |
| Q1 2025 | 17 | +5 | 16.24M | $2.57B | +5 | — |
| Q4 2024 | 12 | -2 | 13.89M | $2.58B | +1 | −3 |
| Q3 2024 | 13 | -2 | 6.31M | $978.35M | — | −2 |
| Q2 2024 | 15 | — | 3.49M | $984.51M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 5.27M | — | $976.66M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 2.67M | -0.5% | $498.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (passive) | 1.57M | +17.0% | $290.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 1.55M | +336.4% | $287.68M | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Renaissance Technologies ✦ | 989.70K | +64.1% | $183.27M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 6 | Millennium Management ✦ | 608.58K | +14400.2% | $112.70M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Marshall Wace ✦ | 470.62K | New | $87.15M | 0.1% | New | 1 | SEC ↗ ×2 |
| 8 | AQR Capital Management ✦ | 378.49K | -33.5% | $69.88M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 9 | T. Rowe Price ✦ | 162.11K | +3.3% | $30.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Gotham Asset Management ✦ | 153.07K | +56.5% | $28.35M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 11 | Bridgewater Associates ✦ | 61.44K | -57.8% | $11.38M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 12 | Capital World Investors ✦ | 1.29K | -25.2% | $238,327 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $87.15M | 0.1% |
Exited
| Citadel Advisors | $34.74M | was 0.0% |
| Adage Capital Partners | $15.48M | was 0.0% |
| Wellington Management | $3.16M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 919 holders, 110.90M shares, $19.89B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 252 sh · $56,554
Officer · 635 sh · $141,307
Officer · 186 sh · $41,632
Officer, Director · 4.71K sh · $1.03M
Officer, Director · 8.57K sh · $1.89M
Officer, Director · 7.73K sh · $1.71M
Officer, Director · 11.61K sh · $2.58M
Officer, Director · 2.38K sh · $530,853
Officer · 585 sh · $127,173
Officer · 403 sh · $87,902
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology