undamentalytics Newsletter

Williams-Sonoma, Inc.: which funds bought and sold

Institutions that bought and sold Williams-Sonoma shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 476 institutions that filed 13F reports for both quarters added to or opened positions in Williams-Sonoma, and 428 cut or closed them. Together they sold a net 474K shares, −0.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.5M shares (−10.4%); index fund managers were net buyers of 2,282 shares (+0.0%). 140 opened a new position and 64 sold out entirely.

Bought, Q2 2026 476 institutions, 140 of them new holders Sold, Q2 2026 428 institutions, 64 of them sold out
Net change, all compared −474K shares (−0.4%)
Net change, active managers −2.5M shares (−10.4%), 36 bought, 27 sold

Buyers versus sellers

institutions compared, 1,053
Active managers and hedge funds 36 bought · 27 sold · −2.5M
Index fund managers 5 bought · 7 sold · +2,282
Other institutions 435 bought · 394 sold · +2.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Nuveen, LLC +848K +134.1% 1.5M $345M
UBS Group AG +395K +52.8% 1.1M $267M
Boston Partners Active manager +215K +17.5% 1.4M $335M
PNC Financial Services Group, Inc. +199K +181.5% 309K $72.1M
Vanguard Portfolio Management LLC Index funds +195K +3.2% 6.2M $1.4B
Pictet Asset Management Holding SA +186K +57.7% 509K $119M
Royal Bank Of Canada +174K +160.2% 283K $66M
Alyeska Investment Group, L.P. Hedge fund +168K New position 168K $39.2M
Logan Capital Management Inc +166K New position 166K $38.7M
Zurich Insurance Group Ltd +163K +879.3% 181K $42.2M
Principal Financial Group Inc +155K +15.7% 1.1M $267M
Nordea Investment Management AB +134K +15.0% 1.0M $241M
Citadel Advisors LLC Hedge fund +126K +77.8% 289K $67.3M
First Trust Advisors LP +126K +4.7% 2.8M $650M
American Century Companies Inc Active manager +118K +26.9% 555K $129M
State Street Corp Index funds +113K +1.9% 5.9M $1.4B
D. E. Shaw & Co., Inc. Hedge fund +98K +12.2% 900K $210M
Morgan Stanley +90K +8.5% 1.1M $267M
Citigroup Inc +89K +24.9% 449K $105M
Neuberger Berman Group LLC Active manager +86K +426.9% 106K $24.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager −2.5M −61.1% 1.6M $377M
Pacer Advisors, Inc. −355K −96.1% 15K $3.4M
Renaissance Technologies LLC Hedge fund −261K −38.3% 420K $97.9M
Jacobs Levy Equity Management, Inc Active manager −257K −48.4% 273K $63.7M
Jpmorgan Chase & Co −248K −29.4% 594K $144M
Blackrock, Inc. Index funds −200K −1.7% 11.4M $2.7B
Victory Capital Management Inc Active manager −158K −9.9% 1.5M $338M
Virginia Retirement Systems Et Al −114K −52.2% 105K $24.4M
Aware Super Pty Ltd As Trustee Of Aware Super −108K Sold out 0 —
BNP Paribas Asset Management Holding S.A. −107K −28.2% 274K $63.8M
Franklin Resources Inc Active manager −104K −38.1% 169K $39.3M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −99K −5.7% 1.6M $381M
Invesco Ltd. −92K −5.2% 1.7M $394M
AQR Capital Management LLC Hedge fund −88K −33.0% 180K $41.9M
Aristotle Capital Management, LLC Active manager −83K −0.7% 11.1M $2.6B
Distillate Capital Partners LLC −74K Sold out 0 —
Select Equity Group, L.P. Active manager −71K −30.6% 162K $37.7M
Vanguard Capital Management LLC Index funds −71K −0.9% 7.7M $1.8B
Corient Private Wealth LP −71K −39.7% 108K $25.1M
Barclays PLC −64K −25.9% 184K $42.8M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,001
Ten largest holders
53.0%
of 13F-reported shares
Index fund managers
33.8%
of 13F-reported shares
Active managers and hedge funds
18.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 36 27 9 4 −2.5M −10.4%
Index fund managers 5 7 0 0 +2,282 +0.0%
Other institutions 435 394 131 60 +2.0M +4.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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