WATSCO INC (WSO) Institutional Ownership

WSO is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $79.51M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Renaissance Technologies LLC, which reported ownership valued at approximately $78.72M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Renaissance Technologies LLC's WSO position is now estimated to be worth approximately $83.90M, representing an estimated gain of +6.58% since the filing period.

Major shareholders tracked on this page include Renaissance Technologies LLC, Sequoia Financial Advisors, Bares Capital Management, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional holding trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward WATSCO INC (WSO).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$79,492,265218,511
Q4 20252$103,441,361306,993
Q3 20253$56,170,922138,934
Q2 20253$22,043,09249,914
Q1 20253$19,678,96538,715
Q4 20242$29,927,20963,152
Q3 20242$13,356,01827,153
Q2 20241$253,782548
Q1 20241$206,482478
Q1 20231$12,79040,200
Q4 20221$53,222213,400
Q3 20221$43,125167,500