Williams-Sonoma Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:WSM Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
28 Aug 24	SellUS$1,494,726	Karalyn Smith	Individual	11,100	US$134.66
06 Jun 24	SellUS$2,663,976	Monica Bhargava	Individual	17,862	US$150.31
24 May 24	SellUS$2,878,507	David King	Individual	20,000	US$144.21
04 Apr 24	SellUS$5,490,638	Marta Benson	Individual	35,632	US$154.73
27 Mar 24	SellUS$685,722	Marta Benson	Individual	4,368	US$157.34
19 Mar 24	SellUS$330,974	Karalyn Smith	Individual	2,290	US$144.53

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of WSM?
Owner Type	Number of Shares	Ownership Percentage
State or Government	142,655	0.113%
Individual Insiders	1,484,467	1.17%
Institutions	124,990,986	98.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 71.78% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.5%	BlackRock, Inc.	15,414,607	US$2.9b	0.62%	0.04%
10.6%	The Vanguard Group, Inc.	13,053,669	US$2.5b	-1.49%	0.03%
7.4%	Aristotle Capital Management, LLC	9,114,314	US$1.7b	-0.05%	3.19%
7.08%	FMR LLC	8,711,861	US$1.6b	-13.9%	0.09%
6.34%	Blackhill Capital, Inc	7,808,428	US$1.5b	0%	74.08%
4.33%	State Street Global Advisors, Inc.	5,329,125	US$1.0b	4.42%	0.04%
2.62%	Leonard Green & Partners, L.P.	3,224,030	US$605.2m	0%	12.28%
2.18%	Geode Capital Management, LLC	2,689,451	US$504.9m	3.76%	0.03%
1.79%	Invesco Capital Management LLC	2,198,052	US$412.6m	23.1%	0.16%
1.74%	First Trust Advisors LP	2,136,446	US$401.1m	14.2%	0.32%
1.71%	Pacer Advisors, Inc.	2,110,320	US$396.2m	9.35%	0.89%
1.39%	Dimensional Fund Advisors LP	1,706,700	US$320.4m	3.6%	0.05%
1.36%	Capital Research and Management Company	1,668,998	US$313.3m	0.02%	0.01%
1.34%	Northern Trust Global Investments	1,652,993	US$310.3m	-2.86%	0.05%
1.2%	Norges Bank Investment Management	1,478,968	US$277.6m	0%	0.02%
1.07%	UBS Asset Management AG	1,322,211	US$248.2m	-1.78%	0.02%
1.06%	BNY Asset Management	1,302,925	US$244.6m	-9.77%	0.04%
0.88%	Amundi Asset Management SAS	1,078,005	US$202.4m	23.3%	0.04%
0.84%	Jacobs Levy Equity Management Inc	1,036,256	US$194.5m	112%	0.71%
0.83%	Laura Alber	1,022,804	US$192.0m	-3.88%	no data
0.83%	Principal Global Investors, LLC	1,021,400	US$191.7m	-8.07%	0.09%
0.71%	Invesco Ltd.	868,862	US$163.1m	18.3%	0.04%
0.68%	Charles Schwab Investment Management, Inc.	833,355	US$156.4m	-0.82%	0.03%
0.67%	Legal & General Investment Management Limited	823,010	US$154.5m	2.73%	0.03%
0.61%	SEB Investment Management AB	753,797	US$141.5m	-0.92%	0.27%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/26 08:52
End of Day Share Price	2024/12/24 00:00
Earnings	2024/10/27
Annual Earnings	2024/01/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Williams-Sonoma, Inc. is covered by 60 analysts. 22 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Christopher Graja	Argus Research Company
Peter Benedict	Baird
Ishan Majumdar	Baptista Research