Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
899 institutional managers reported holding WSM for the quarter ended Mar 31, 2026. Together they hold about 90% of shares outstanding; the top 10 hold 54%. 89 opened new positions; 116 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 15.00M | 12.17% | $2.74B | trimmed -1.3% | ≤2013 |
| BlackRock | 11.59M | 9.41% | $2.11B | trimmed -2.3% | ≤2013 |
| Aristotle Capital Management, LLC | 11.14M | 9.04% | $2.03B | added +22% | ≤2013 |
| Blackhill Capital INC (focused) | 7.68M | 6.23% | $1.40B | unchanged | ≤2013 |
| State Street | 5.79M | 4.70% | $1.06B | trimmed -3.9% | ≤2013 |
| FMR (Fidelity) | 4.15M | 3.37% | $757.7M | added +6.1% | ≤2013 |
| Geode Capital | 3.78M | 3.06% | $689.0M | added +8% | ≤2013 |
| First Trust Advisors LP | 2.66M | 2.16% | $485.9M | added +9.2% | ≤2013 |
| UBS | 2.48M | 2.02% | $453.0M | trimmed -4.8% | ≤2013 |
| Invesco | 1.78M | 1.45% | $324.8M | added +7.2% | ≤2013 |
| Victory Capital Management INC | 1.61M | 1.30% | $293.4M | added +44% | 2015 Q2 |
| Northern Trust | 1.61M | 1.30% | $292.9M | trimmed -3.7% | ≤2013 |
| Dimensional Fund Advisors | 1.48M | 1.20% | $269.7M | added +1.4% | ≤2013 |
| Boston Partners | 1.23M | 1.00% | $224.0M | trimmed -4.2% | 2025 Q3 |
| Bank OF America CORP /DE/ | 1.11M | 0.90% | $202.2M | added +102.8% | ≤2013 |
| Morgan Stanley | 1.06M | 0.86% | $192.6M | trimmed -1.7% | ≤2013 |
| Leonard Green & Partners, L.p. (focused) | 1.00M | 0.81% | $182.4M | unchanged | 2023 Q3 |
| Voya Investment Management LLC | 997.2k | 0.81% | $181.9M | trimmed -8.4% | ≤2013 |
| Principal Financial Group INC | 994.8k | 0.81% | $181.4M | trimmed -2.5% | ≤2013 |
| Captrust Financial Advisors | 942.7k | 0.77% | $171.9M | added +7.8% | 2020 Q2 |
| Goldman Sachs | 903.4k | 0.73% | $164.8M | added +2.5% | ≤2013 |
| Nordea Investment Management AB | 892.6k | 0.72% | $162.8M | trimmed -8.2% | 2018 Q1 |
| BNY Mellon | 819.9k | 0.67% | $149.5M | trimmed -3.8% | ≤2013 |
| D. E. Shaw | 801.8k | 0.65% | $146.2M | trimmed -42.8% | ≤2013 |
| Charles Schwab Investment Management | 782.2k | 0.64% | $142.7M | added +2.2% | ≤2013 |
| Deutsche Bank AG\ | 728.2k | 0.59% | $132.8M | added +18.3% | ≤2013 |
| Renaissance Technologies | 680.5k | 0.55% | $124.1M | added +13.3% | 2024 Q1 |
| Caisse de depot et placement du Quebec | 670.8k | 0.54% | $122.3M | added +14% | 2023 Q4 |
| BNP Paribas Financial Markets | 653.0k | 0.53% | $119.1M | trimmed -19.9% | 2014 Q1 |
| Legal & General Group PLC | 651.7k | 0.53% | $118.8M | trimmed -5.2% | ≤2013 |
| Nuveen | 632.7k | 0.51% | $115.4M | trimmed -43.7% | 2018 Q4 |
| Jacobs Levy Equity Management, INC | 530.2k | 0.43% | $96.7M | trimmed -10.6% | 2024 Q1 |
| Amundi | 504.5k | 0.41% | $92.0M | trimmed -10.8% | 2017 Q4 |
| Assetmark, INC | 477.1k | 0.39% | $87.0M | added +4.6% | 2015 Q4 |
| Truist Financial CORP | 475.5k | 0.39% | $86.7M | added +6.5% | 2019 Q4 |
| Envestnet Asset Management INC | 439.0k | 0.36% | $80.1M | added +10% | ≤2013 |
| American Century Companies INC | 437.7k | 0.35% | $79.8M | added +0.8% | 2020 Q2 |
| Clark Capital Management Group, INC. | 401.7k | 0.33% | $73.3M | added +17.4% | 2025 Q2 |
| Robeco Institutional Asset Management B.v. | 391.6k | 0.32% | $71.4M | trimmed -10.4% | 2016 Q3 |
| Quantinno Capital Management LP | 380.9k | 0.31% | $69.5M | added +10% | 2021 Q4 |
| Wells Fargo & COMPANY/MN | 373.9k | 0.30% | $68.2M | added +21.5% | ≤2013 |
| Pacer Advisors, INC. | 369.8k | 0.30% | $67.4M | added +2% | 2015 Q4 |
| Citigroup INC | 359.4k | 0.29% | $65.5M | added +87.1% | ≤2013 |
| Mitsubishi UFJ Asset Management CO., LTD. | 359.1k | 0.29% | $65.5M | added +8.4% | 2019 Q3 |
| Swiss National Bank | 350.3k | 0.28% | $63.9M | added +4.9% | ≤2013 |
| Vest Financial, LLC | 342.7k | 0.28% | $62.5M | added +13.5% | 2024 Q1 |
| Pictet Asset Management Holding SA | 322.6k | 0.26% | $58.8M | added +156.1% | 2020 Q2 |
| Schroder Investment Management Group | 311.2k | 0.25% | $56.7M | added +11.1% | 2016 Q2 |
| Franklin Resources | 272.6k | 0.22% | $49.7M | added +27.2% | 2016 Q4 |
| Hsbc Holdings PLC | 269.5k | 0.22% | $49.1M | added +0.8% | 2022 Q4 |
Largest 50 of 899 shown; the full ranked, searchable register is at boothcheck.com/holders/WSM. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.