Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 877 institutions that hold shares in the stock, with a total of 34.2 Million shares, which have been reported (via 13F filing form) to have a value of $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,761,294
shares
|
$1.29 Billion
0.04% of portfolio
|
Q2 2024
Added 2.64%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
3,551,068
shares
|
$1.22 Billion
0.02% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
2,285,895
shares
|
$784 Million
0.16% of portfolio
|
Q3 2025
Added 741.45%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,546,404
shares
|
$531 Million
1.6% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
1,513,166
shares
|
$519 Million
0.1% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,238,121
shares
|
$425 Million
0.02% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Baillie Gifford & CO
|
Oct 31, 2025 Q3 2025 |
944,086
shares
|
$324 Million
0.3% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
799,956
shares
|
$274 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
634,018
shares
|
$218 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
632,838
shares
|
$217 Million
0.02% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
612,942
shares
|
$210 Million
0.02% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Tom Gayner
Markel Corp
|
Oct 31, 2025 Q3 2025 |
565,169
shares
|
$194 Million
2.06% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
482,107
shares
|
$165 Million
0.15% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
452,612
shares
|
$155 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
409,568
shares
|
$141 Million
0.06% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Hamlin Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
405,480
shares
|
$139 Million
3.72% of portfolio
|
Q3 2025
Added 13.31%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
390,480
shares
|
$134 Million
0.34% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
358,228
shares
|
$123 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
356,844
shares
|
$122 Million
0.82% of portfolio
|
Q3 2025
Added 11.22%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
342,412
shares
|
$117 Million
5.11% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
337,585
shares
|
$116 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
328,796
shares
|
$113 Million
0.02% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
315,625
shares
|
$108 Million
0.01% of portfolio
|
Q3 2025
Reduced 36.42%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
276,750
shares
|
$95 Million
0.03% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2025 Q3 2025 |
258,285
shares
|
$88.6 Million
0.53% of portfolio
|
Q3 2025
Reduced 7.1%
|
|