Exploring Williams-Sonoma, Inc. (WSM) Investor Profile: Who’s Buying and Why?

Exploring Williams-Sonoma, Inc. (WSM) Investor Profile: Who’s Buying and Why?

US | Consumer Cyclical | Specialty Retail | NYSE

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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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