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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Holder clone rankings through .
Of the 14 tracked institutions holding WSM, 6 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +2.6pt. It's a gauge of who owns the name, not just how many.
Among the 14 tracked institutional investors we monitor, WSM (WILLIAMS SONOMA INC) is held with a combined value of $7.53B across 35,852,329 shares. The largest holder is VANGUARD GROUP INC with a position worth $2.71B (0.04% of their portfolio). 8 funds increased their holdings. 6 funds reduced their position.
Total Institutional Value
$7.53B
Total Shares Held
35,852,329
Institutional Holders
14
% of Shares Outstanding
30.4%
of 117.78M shares · SEC 2026-08-23
Days to Cover
4.8-4.8%
5.46M shares short · FINRA 2026-09-30
Tracked 13F institutions hold 30.4% of WSM's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-08-23), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
22
$12.70M
Total Transactions
22
the last 365 days
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Oct 16, 2026 | Anne A. Finucane | S | Sale | 14 | $3.54K |
| Oct 16, 2026 | Anne A. Finucane | S | Sale | 780 | $196.65K |
| Oct 9, 2026 | Karalyn Yearout | S | Sale | 522 | $124.95K |
| Sep 16, 2026 | Jeffrey Howie | S | Sale | 585 | $127.17K |
| Sep 16, 2026 | Jeffrey Howie | S | Sale | 202 | $44.28K |
| Sep 16, 2026 | LAURA ALBER | S | Sale | 4,710 | $1.03M |
| Sep 16, 2026 | LAURA ALBER | S | Sale | 8,568 | $1.89M |
| Sep 16, 2026 | LAURA ALBER | S | Sale | 7,734 | $1.71M |
| Sep 16, 2026 | LAURA ALBER | S | Sale | 11,606 | $2.58M |
| Sep 16, 2026 | LAURA ALBER | S | Sale | 2,382 | $530.85K |
Showing 10 of 22 transactions
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $2.71B | 0.04% | -2.8% |
| 2 | BlackRock, Inc. | $2.66B | 0.04% | -1.7% |
| 3 | STATE STREET CORP | $1.38B | 0.04% | +1.9% |
| 4 | FMR LLC | $376.75M | 0.02% | -61.1% |
| 5 | RENAISSANCE TECHNOLOGIES LLC | $97.88M | 0.13% | -38.3% |
| 6 | Gotham Asset Management, LLC | $71.94M | 0.17% | +16.4% |
| 7 | CITADEL ADVISORS LLC | $67.28M | 0.04% | +77.8% |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $65.35M | 0.01% | +22.1% |
| 9 | AQR CAPITAL MANAGEMENT LLC | $41.91M | 0.01% | -33.0% |
| 10 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $34.24M | 0.05% | +114.5% |
SEC Schedule 13D (activist) and 13G (passive) filings for WSM. Filed when an investor acquires 5%+ ownership.
| Member | Type | Date |
|---|---|---|
| Rick Larsen | Buy | Oct 8, 2026 |
| Julia Letlow | Buy | Jul 25, 2025 |
| Julia Letlow | Buy | Oct 23, 2024 |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of WSM with a position worth $2.71B, representing 0.04% of their portfolio. In total, 14 institutional investors hold WSM with a combined value of $7.53B.
Institutional investors hold $7.53B worth of WSM stock across 14 positions. The largest institutional holder is VANGUARD GROUP INC with $2.71B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For WSM, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
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Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$259.86
2026-10-29
YTD
+38.3%
99% of 52-week range