WATSCO INC (WSO) Institutional Shareholders
WATSCO INC (WSO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $13.77B in WSO holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of WSO tracked by InsiderSet, reporting ownership valued at approximately $1.49B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.27B, representing an estimated loss of -14.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed WSO value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Capital International Investors, Capital Research Global Investors, and several other long-term asset managers with concentrated positions in WATSCO INC (WSO).
This page ranks the largest institutional WSO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
760
Total Reported Value
$13.77B
Largest Holder
Blackrock, Inc.
Largest Position
$1.49B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.03% | 4,090,055 | $1,487,921,010 | $1,265,054,012 | -$222,866,999 | -14.98% | |
| Capital International Investors | 0.30% | 3,477,231 | $1,264,431,578 | $1,075,507,548 | -$188,924,030 | -14.94% | |
| Capital Research Global Investors | 0.11% | 1,898,603 | $690,677,015 | $587,237,908 | -$103,439,107 | -14.98% | |
| Fmr Llc | 0.04% | 1,890,322 | $687,680,419 | $584,676,595 | -$103,003,824 | -14.98% | |
| Vanguard Portfolio Management Llc | 0.03% | 1,751,054 | $637,015,935 | $541,601,002 | -$95,414,933 | -14.98% | |
| Vanguard Capital Management Llc | 0.01% | 1,567,499 | $570,240,461 | $484,827,441 | -$85,413,020 | -14.98% | |
| Charles Schwab Investment Management Inc | 0.07% | 1,340,401 | $487,195,543 | $414,586,029 | -$72,609,514 | -14.90% | |
| Kayne Anderson Rudnick Investment Management Llc | 1.42% | 1,329,205 | $483,551,523 | $411,123,107 | -$72,428,417 | -14.98% | |
| State Street Corp | 0.02% | 1,273,941 | $463,446,996 | $394,029,951 | -$69,417,045 | -14.98% | |
| Baillie Gifford & Co | 0.42% | 1,137,258 | $413,723,088 | $351,753,899 | -$61,969,189 | -14.98% | |
| Morgan Stanley | 0.02% | 890,992 | $324,134,622 | $275,583,826 | -$48,550,796 | -14.98% | |
| Markel Group Inc. | 1.90% | 597,750 | $249,100,359 | $184,884,075 | -$64,216,284 | -25.78% | |
| Geode Capital Management, Llc | 0.01% | 654,030 | $237,450,497 | $202,291,479 | -$35,159,018 | -14.81% | |
| Davenport & Co Llc | 1.12% | 530,366 | $220,063,905 | $164,042,204 | -$56,021,701 | -25.46% | |
| Blair William & Co/Il | 0.61% | 582,700 | $211,980,580 | $180,229,110 | -$31,751,470 | -14.98% | |
| Goldman Sachs Group Inc | 0.03% | 560,672 | $203,966,809 | $173,415,850 | -$30,550,959 | -14.98% | |
| Raymond James Financial Inc | 0.05% | 426,905 | $155,303,673 | $132,041,717 | -$23,261,957 | -14.98% | |
| Wells Fargo & Company/Mn | 0.03% | 421,188 | $153,224,262 | $130,273,448 | -$22,950,814 | -14.98% | |
| Ubs Group Ag | 0.02% | 363,127 | $132,101,972 | $112,315,181 | -$19,786,791 | -14.98% | |
| Hamlin Capital Management, Llc | 2.85% | 304,324 | $126,820,941 | $94,127,413 | -$32,693,528 | -25.78% | |
| Capital World Investors | 0.02% | 339,018 | $123,331,358 | $104,858,267 | -$18,473,091 | -14.98% | |
| Captrust Financial Advisors | 0.21% | 330,883 | $120,357,187 | $102,342,112 | -$18,015,075 | -14.97% | |
| Northern Trust Corp | 0.02% | 325,306 | $118,343,069 | $100,617,146 | -$17,725,923 | -14.98% | |
| Two Sigma Investments, Lp | 0.09% | 300,096 | $109,171,924 | $92,819,693 | -$16,352,231 | -14.98% | |
| Envestnet Asset Management Inc | 0.03% | 292,356 | $106,356,254 | $90,425,711 | -$15,930,543 | -14.98% | |
| Caledonia Investments Plc | 10.99% | 232,927 | $97,067,669 | $72,044,321 | -$25,023,348 | -25.78% | |
| Bahl & Gaynor Inc | 0.48% | 261,924 | $95,285,332 | $81,013,093 | -$14,272,239 | -14.98% | |
| Bank Of New York Mellon Corp | 0.02% | 251,778 | $91,594,285 | $77,874,935 | -$13,719,350 | -14.98% | |
| Welch & Forbes Llc | 1.06% | 209,280 | $87,213,345 | $64,730,304 | -$22,483,041 | -25.78% | |
| Bank Of America Corp | 0.01% | 239,606 | $87,166,303 | $74,110,136 | -$13,056,167 | -14.98% | |
| Dimensional Fund Advisors Lp | 0.02% | 226,917 | $82,524,986 | $70,185,428 | -$12,339,558 | -14.95% | |
| Brown Brothers Harriman & Co | 0.44% | 225,996 | $82,215,085 | $69,900,563 | -$12,314,522 | -14.98% | |
| Vanguard Fiduciary Trust Co | 0.02% | 216,751 | $78,851,846 | $67,041,084 | -$11,810,762 | -14.98% | |
| Renaissance Technologies LLC | Jim Simons | 0.12% | 216,400 | $78,724,156 | $66,932,520 | -$11,791,636 | -14.98% |
| Principal Financial Group Inc | 0.03% | 174,551 | $63,504,575 | $53,988,624 | -$9,515,951 | -14.98% | |
| Vantage Investment Partners, Llc | 4.31% | 171,864 | $62,522,405 | $53,157,535 | -$9,364,870 | -14.98% | |
| Donaldson Capital Management, Llc | 1.92% | 162,639 | $59,166,331 | $50,304,243 | -$8,862,088 | -14.98% | |
| Sg Capital Management Llc | 4.83% | 161,191 | $58,639,674 | $49,856,376 | -$8,783,298 | -14.98% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 149,692 | $54,456,453 | $46,299,736 | -$8,156,717 | -14.98% | |
| Jacobs Levy Equity Management, Inc | 0.23% | 147,380 | $53,615,370 | $45,584,634 | -$8,030,736 | -14.98% | |
| Benjamin Edwards Inc | 0.49% | 128,444 | $53,548,542 | $39,727,729 | -$13,820,813 | -25.81% | |
| Junto Capital Management Lp | 1.12% | 145,151 | $52,804,482 | $44,895,204 | -$7,909,278 | -14.98% | |
| Royal Bank Of Canada | 0.01% | 144,173 | $52,448,000 | $44,592,709 | -$7,855,291 | -14.98% | |
| Corient Private Wealth Llc | 0.07% | 143,216 | $52,006,183 | $44,296,709 | -$7,709,474 | -14.82% | |
| Wellington Management Group Llp | 0.01% | 140,170 | $50,992,445 | $43,354,581 | -$7,637,864 | -14.98% | |
| Riverbridge Partners Llc | 1.40% | 120,334 | $50,146,693 | $37,219,306 | -$12,927,387 | -25.78% | |
| Epoch Investment Partners, Inc. | 0.29% | 133,469 | $48,554,687 | $41,281,962 | -$7,272,725 | -14.98% | |
| Neuberger Berman Group Llc | 0.04% | 130,482 | $47,557,689 | $40,358,083 | -$7,199,606 | -15.14% | |
| Cibc Bancorp Usa Inc. | 0.06% | 127,904 | $46,526,933 | $39,560,707 | -$6,966,226 | -14.97% | |
| Baird Financial Group, Inc. | 0.07% | 122,206 | $44,457,320 | $37,798,316 | -$6,659,004 | -14.98% |
Frequently asked questions about WSO
Who owns the most WSO stock?
The largest holders of WSO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WATSCO INC (WSO).
Is WSO widely held by superinvestors?
Many widely followed stocks like WSO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WSO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.