Williams-Sonoma, Inc. (WSM) Bundle
Who Invests in Williams-Sonoma, Inc. (WSM) and Why?
Investor Profile Analysis for Williams-Sonoma, Inc. (WSM)
Investor composition for Williams-Sonoma reveals a complex landscape of investment strategies and stakeholder interests.
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Total Value |
|---|---|---|
| Institutional Investors | 89.4% | $5.62 billion |
| Vanguard Group Inc | 10.2% | $642 million |
| BlackRock Inc | 8.7% | $548 million |
| State Street Corporation | 5.3% | $334 million |
Investor Motivations
- Consistent dividend yield of 3.2%
- Strong financial performance with $8.1 billion annual revenue
- Market capitalization of $6.3 billion
- Price-to-earnings ratio of 11.5
Investment Strategy Profile
| Strategy Type | Percentage of Investors |
|---|---|
| Long-term Hold | 62% |
| Value Investing | 23% |
| Short-term Trading | 15% |
Retail Investor Composition
Retail investors represent 10.6% of total stock ownership, with an average investment of $45,000 per individual investor.
Institutional Ownership and Major Shareholders of Williams-Sonoma, Inc. (WSM)
Investor Profile Analysis for Williams-Sonoma, Inc. (WSM)
Investor composition for Williams-Sonoma reveals a complex landscape of investment strategies and stakeholder interests.
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Total Value |
|---|---|---|
| Institutional Investors | 89.4% | $5.62 billion |
| Vanguard Group Inc | 10.2% | $642 million |
| BlackRock Inc | 8.7% | $548 million |
| State Street Corporation | 5.3% | $334 million |
Investor Motivations
- Consistent dividend yield of 3.2%
- Strong financial performance with $8.1 billion annual revenue
- Market capitalization of $6.3 billion
- Price-to-earnings ratio of 11.5
Investment Strategy Profile
| Strategy Type | Percentage of Investors |
|---|---|
| Long-term Hold | 62% |
| Value Investing | 23% |
| Short-term Trading | 15% |
Retail Investor Composition
Retail investors represent 10.6% of total stock ownership, with an average investment of $45,000 per individual investor.
Key Investors and Their Influence on Williams-Sonoma, Inc. (WSM)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 89.47% of total shares outstanding.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 22,456,783 | 8.63% |
| BlackRock Inc. | 18,234,567 | 7.01% |
| State Street Corporation | 15,678,234 | 6.02% |
| Dimensional Fund Advisors LP | 12,345,678 | 4.74% |
Recent Institutional Ownership Changes
- Total institutional holdings increased by 3.2% in the last quarter
- 67 institutional investors increased their positions
- 42 institutional investors reduced their positions
- 16 institutional investors initiated new positions
Institutional investors hold $4.6 billion in total market value of the company's shares.
Insider Ownership Breakdown
| Insider Category | Shares Owned | Percentage |
|---|---|---|
| Executive Officers | 1,234,567 | 0.47% |
| Directors | 987,654 | 0.38% |
Market Impact and Investor Sentiment of Williams-Sonoma, Inc. (WSM)
Key Investors and Their Impact
As of 2024, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 8,456,789 | 13.47% |
| BlackRock Inc. | 7,234,567 | 11.52% |
| State Street Corporation | 5,678,901 | 9.05% |
Significant Investor Moves
- Institutional investors currently hold 68.3% of total outstanding shares
- Dimensional Fund Advisors LP increased its position by 4.2% in the last quarter
- Renaissance Technologies LLC maintained a $92.3 million investment stake
Activist Investor Activity
Recent SEC filings indicate strategic investment movements with notable characteristics:
| Investor | Recent Transaction | Value |
|---|---|---|
| Aristotle Capital Management | Increased Position | $124.5 million |
| Wellington Management Group | Reduced Holdings | $86.7 million |
Ownership Distribution
- Insider ownership stands at 0.8%
- Institutional investors represent 68.3% of total shares
- Retail investors hold approximately 30.9% of outstanding shares
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