Also trades as: 0LXC.L (LSE) · $vol 0M
WSM Institutional Ownership
Williams-Sonoma, Inc.
1W: -1.4%
1M: +8.4%
3M: +7.1%
YTD: +33.7%
1Y: +32.4%
3Y: +228.9%
5Y: +194.0%
$250.45
+0.49 (+0.20%)
Weekly Expected Move ±3.8%
$233
$243
$253
$262
$272
Credit Risk of going bust: lower than 92% of companies Debt: 4.9% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.27 (down 99.9%), Williams-Sonoma, Inc. would be worth roughly what it owes.
Total debt $1.53B against a stock market value of $29.50B.
Distance to default 15.03 (Merton model): prices to 2026-10-27, balance sheet 2026-08-02, debt counted $217.0M (short-term plus half of long-term), stock volatility 32.9%; Altman Z'' 4.55. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.27 (down 99.9%), Williams-Sonoma, Inc. would be worth roughly what it owes.
Total debt $1.53B against a stock market value of $29.50B.
Distance to default 15.03 (Merton model): prices to 2026-10-27, balance sheet 2026-08-02, debt counted $217.0M (short-term plus half of long-term), stock volatility 32.9%; Altman Z'' 4.55. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — WSM
1,080
Institutional Holders
+37 vs prior quarter
0.0%
Ownership
+0.00pp
$26B
Total Invested
151
New Positions
336
Increased
433
Reduced
64
Closed
0.88
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1153 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11,394,517 | $2.9B | -200,309 | -1.7% | 8Q | SEC ↗ |
| 2 | Aristotle Capital Management, LLC | 11,057,269 | $2.8B | -83,202 | -0.7% | 110Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 7,692,533 | $1.9B | -70,872 | -0.9% | 2Q | SEC ↗ |
| 4 | BLACKHILL CAPITAL INC | 7,684,278 | $1.9B | -246 | -0.0% | 80Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6,200,281 | $1.6B | +194,810 | +3.2% | 2Q | SEC ↗ |
| 6 | STATE STREET CORP | 5,906,785 | $1.5B | +112,683 | +1.9% | 46Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 3,815,020 | $955M | +36,787 | +1.0% | 92Q | SEC ↗ |
| 8 | FIRST TRUST ADVISORS LP | 2,790,554 | $699M | +125,974 | +4.7% | 64Q | SEC ↗ |
| 9 | NORGES BANK NEW | 1,757,080 | $440M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Invesco Ltd. | 1,688,888 | $423M | -92,295 | -5.2% | 87Q | SEC ↗ |
| 11 | UBS AM, a distinct business unit of UB | 1,636,136 | $410M | -99,272 | -5.7% | 57Q | SEC ↗ |
| 12 | FMR LLC | 1,616,247 | $405M | -2,538,686 | -61.1% | 57Q | SEC ↗ |
| 13 | NORTHERN TRUST CORP | 1,559,183 | $390M | -46,737 | -2.9% | 110Q | SEC ↗ |
| 14 | DIMENSIONAL FUND ADVISORS LP | 1,519,215 | $380M | +40,151 | +2.7% | 102Q | SEC ↗ |
| 15 | Nuveen, LLC | 1,481,007 | $371M | +848,272 | +134.1% | 6Q | SEC ↗ |
| 16 | VICTORY CAPITAL MANAGEMENT INC | 1,450,284 | $363M | -158,478 | -9.9% | 37Q | SEC ↗ |
| 17 | Boston Partners | 1,442,945 | $361M | +214,614 | +17.5% | 4Q | SEC ↗ |
| 18 | MORGAN STANLEY | 1,145,937 | $287M | +89,619 | +8.5% | 60Q | SEC ↗ |
| 19 | UBS Group AG | 1,143,600 | $286M | +395,199 | +52.8% | 47Q | SEC ↗ |
| 20 | PRINCIPAL FINANCIAL GROUP INC | 1,143,429 | $286M | +155,175 | +15.7% | 83Q | SEC ↗ |
| 21 | BANK OF AMERICA CORP /DE | 1,134,453 | $284M | +25,864 | +2.3% | 15Q | SEC ↗ |
| 22 | VOYA INVESTMENT MANAGEMENT LLC | 1,030,777 | $258M | +33,618 | +3.4% | 53Q | SEC ↗ |
| 23 | NORDEA INVESTMENT MANAGEMENT AB | 1,026,887 | $257M | +134,248 | +15.0% | 34Q | SEC ↗ |
| 24 | Leonard Green & Partners, L.P. | 1,000,000 | $250M | — | +0.0% | 12Q | SEC ↗ |
| 25 | CAPTRUST FINANCIAL ADVISORS | 946,038 | $237M | +3,306 | +0.4% | 25Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC | 933,359 | $234M | +29,973 | +3.3% | 15Q | SEC ↗ |
| 27 | D. E. Shaw & Co., Inc. | 899,723 | $225M | +97,879 | +12.2% | 33Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 809,109 | $203M | -10,746 | -1.3% | 76Q | SEC ↗ |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 779,781 | $195M | -2,457 | -0.3% | 15Q | SEC ↗ |
| 30 | Sixth Street Partners Management Compa NEW | 779,781 | $195M | — | +0.0% | 1Q | SEC ↗ |
| 31 | DEUTSCHE BANK AG | 714,811 | $179M | -13,425 | -1.8% | 52Q | SEC ↗ |
| 32 | VANGUARD FIDUCIARY TRUST CO | 663,193 | $166M | -10,209 | -1.5% | 2Q | SEC ↗ |
| 33 | Legal & General Group Plc | 615,728 | $154M | -35,930 | -5.5% | 27Q | SEC ↗ |
| 34 | Caisse de depot et placement du Quebec | 613,734 | $154M | -57,074 | -8.5% | 11Q | SEC ↗ |
| 35 | JPMORGAN CHASE & CO | 593,806 | $149M | -247,606 | -29.4% | 73Q | SEC ↗ |
| 36 | AMERICAN CENTURY COMPANIES INC | 555,299 | $139M | +117,591 | +26.9% | 15Q | SEC ↗ |
| 37 | Pictet Asset Management Holding SA | 508,706 | $127M | +186,123 | +57.7% | 12Q | SEC ↗ |
| 38 | TRUIST FINANCIAL CORP | 507,042 | $127M | +31,518 | +6.6% | 25Q | SEC ↗ |
| 39 | ASSETMARK, INC | 474,021 | $119M | -3,043 | -0.6% | 27Q | SEC ↗ |
| 40 | ENVESTNET ASSET MANAGEMENT INC | 461,832 | $116M | +22,833 | +5.2% | 31Q | SEC ↗ |
| 41 | Amundi | 451,112 | $113M | -53,345 | -10.6% | 16Q | SEC ↗ |
| 42 | CITIGROUP INC | 448,765 | $112M | +89,367 | +24.9% | 110Q | SEC ↗ |
| 43 | RENAISSANCE TECHNOLOGIES LLC | 419,900 | $105M | -260,600 | -38.3% | 10Q | SEC ↗ |
| 44 | Clark Capital Management Group, Inc. | 405,136 | $101M | +3,425 | +0.9% | 5Q | SEC ↗ |
| 45 | Robeco Institutional Asset Management | 401,742 | $101M | +10,121 | +2.6% | 40Q | SEC ↗ |
| 46 | WELLS FARGO & COMPANY/MN | 386,352 | $97M | +12,496 | +3.3% | 101Q | SEC ↗ |
| 47 | Quantinno Capital Management LP | 369,394 | $93M | -11,468 | -3.0% | 19Q | SEC ↗ |
| 48 | Vest Financial, LLC | 360,098 | $90M | +17,388 | +5.1% | 10Q | SEC ↗ |
| 49 | Swiss National Bank | 335,700 | $84M | -14,600 | -4.2% | 53Q | SEC ↗ |
| 50 | SCHRODER INVESTMENT MANAGEMENT GROUP | 329,454 | $83M | +18,276 | +5.9% | 24Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 1,757,080 | $440M |
| Sixth Street Partners Management Co | 779,781 | $195M |
| Alyeska Investment Group, L.P. | 168,382 | $42M |
| LOGAN CAPITAL MANAGEMENT INC | 166,130 | $42M |
| IMC-Chicago, LLC | 86,128 | $22M |
| 1832 Asset Management L.P. | 82,865 | $21M |
| Interval Partners, LP | 50,000 | $13M |
| Nykredit A/S | 45,983 | $12M |
| Aquatic Capital Management LLC | 31,380 | $8M |
| Maven Securities LTD | 25,754 | $6M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 23,587 | $6M |
| Darwins River Capital, LP | 22,219 | $6M |
| L & S Advisors Inc | 21,576 | $5M |
| LeClair Wealth Partners LLC | 21,504 | $5M |
| Campbell & CO Investment Adviser LL | 19,870 | $5M |
| TWO SIGMA INVESTMENTS, LP | 16,855 | $4M |
| Jupiter Topco LLC | 15,088 | $4M |
| Lotus Technology Management, LP | 14,154 | $4M |
| Erste Asset Management GmbH | 12,900 | $3M |
| Night Squared LP | 11,570 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WORLDQUANT MILLENNIUM ADVISORS LLC | 236,178 | $59M |
| Aware Super Pty Ltd as trustee of A | 107,674 | $27M |
| Distillate Capital Partners LLC | 74,184 | $19M |
| United Super Pty Ltd in its capacit | 63,564 | $16M |
| Hood River Capital Management LLC | 52,662 | $13M |
| Y-Intercept (Hong Kong) Ltd | 47,733 | $12M |
| Skandinaviska Enskilda Banken AB (p | 41,322 | $10M |
| PBU - The Pension Fund of Early Chi | 31,761 | $8M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | 27,809 | $7M |
| Elo Mutual Pension Insurance Co | 27,482 | $7M |
| Alberta Investment Management Corp | 27,200 | $7M |
| Hudson Bay Capital Management LP | 23,495 | $6M |
| OCCUDO QUANTITATIVE STRATEGIES LP | 22,235 | $6M |
| XTX Topco Ltd | 21,248 | $5M |
| Qsemble Capital Management, LP | 21,236 | $5M |
| Swedbank AB | 18,537 | $5M |
| Havemeyer Place LP | 17,582 | $4M |
| Quadrature Capital Ltd | 17,576 | $4M |
| CANADA PENSION PLAN INVESTMENT BOAR | 16,100 | $4M |
| Freestone Grove Partners LP | 14,272 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Nuveen, LLC | +848,272 | +134.1% | 1,481,007 |
| UBS Group AG | +395,199 | +52.8% | 1,143,600 |
| Boston Partners | +214,614 | +17.5% | 1,442,945 |
| PNC Financial Services Group, Inc. | +199,399 | +181.5% | 309,290 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +194,810 | +3.2% | 6,200,281 |
| Pictet Asset Management Holding SA | +186,123 | +57.7% | 508,706 |
| ROYAL BANK OF CANADA | +174,416 | +160.2% | 283,321 |
| Zurich Insurance Group Ltd/FI | +162,669 | +879.3% | 181,169 |
| PRINCIPAL FINANCIAL GROUP INC | +155,175 | +15.7% | 1,143,429 |
| NORDEA INVESTMENT MANAGEMENT AB | +134,248 | +15.0% | 1,026,887 |
| CITADEL ADVISORS LLC | +126,334 | +77.8% | 288,635 |
| FIRST TRUST ADVISORS LP | +125,974 | +4.7% | 2,790,554 |
| AMERICAN CENTURY COMPANIES INC | +117,591 | +26.9% | 555,299 |
| STATE STREET CORP | +112,683 | +1.9% | 5,906,785 |
| D. E. Shaw & Co., Inc. | +97,879 | +12.2% | 899,723 |
| MORGAN STANLEY | +89,619 | +8.5% | 1,145,937 |
| CITIGROUP INC | +89,367 | +24.9% | 448,765 |
| NEUBERGER BERMAN GROUP LLC | +86,215 | +426.9% | 106,412 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | +78,400 | +114.5% | 146,900 |
| Thrivent Financial for Lutherans | +75,788 | +30.2% | 326,523 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | -2,538,686 | -61.1% | 1,616,247 |
| Pacer Advisors, Inc. | -355,269 | -96.1% | 14,539 |
| RENAISSANCE TECHNOLOGIES LLC | -260,600 | -38.3% | 419,900 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | -256,772 | -48.4% | 273,467 |
| JPMORGAN CHASE & CO | -247,606 | -29.4% | 593,806 |
| BlackRock, Inc. | -200,309 | -1.7% | 11,394,517 |
| VICTORY CAPITAL MANAGEMENT INC | -158,478 | -9.9% | 1,450,284 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | -114,200 | -52.2% | 104,700 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | -107,245 | -28.2% | 273,606 |
| FRANKLIN RESOURCES INC | -103,792 | -38.1% | 168,789 |
| UBS AM, a distinct business unit of | -99,272 | -5.7% | 1,636,136 |
| Invesco Ltd. | -92,295 | -5.2% | 1,688,888 |
| AQR CAPITAL MANAGEMENT LLC | -88,434 | -33.0% | 179,778 |
| Aristotle Capital Management, LLC | -83,202 | -0.7% | 11,057,269 |
| Select Equity Group, L.P. | -71,233 | -30.6% | 161,830 |
| VANGUARD CAPITAL MANAGEMENT LLC | -70,872 | -0.9% | 7,692,533 |
| Corient Private Wealth LP | -70,688 | -39.7% | 107,568 |
| BARCLAYS PLC | -64,314 | -25.9% | 183,629 |
| Caisse de depot et placement du Que | -57,074 | -8.5% | 613,734 |
| ACADIAN ASSET MANAGEMENT LLC | -55,955 | -97.1% | 1,696 |