WSO Institutional Ownership & Shareholders
WATSCO INC (WSO) is currently held by 765 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $15.42B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of WSO tracked by InsiderSet, reporting ownership valued at approximately $1.75B in its June 30, 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 -27.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% 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
765
Total Reported Value
$15.42B
Largest Holder
Blackrock, Inc.
Largest Position
$1.75B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
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% | 4,192,919 | $1,747,314,994 | $1,272,802,492 | -$474,512,502 | -27.16% | |
| Capital International Investors | 0.30% | 3,485,525 | $1,452,268,757 | $1,058,065,969 | -$394,202,788 | -27.14% | |
| Capital Research Global Investors | 0.11% | 1,902,230 | $792,709,378 | $577,440,939 | -$215,268,439 | -27.16% | |
| Vanguard Portfolio Management Llc | 0.03% | 1,770,531 | $737,833,384 | $537,462,390 | -$200,370,994 | -27.16% | |
| Fmr Llc | 0.03% | 1,705,273 | $710,637,998 | $517,652,672 | -$192,985,326 | -27.16% | |
| Vanguard Capital Management Llc | 0.01% | 1,579,210 | $658,104,183 | $479,384,988 | -$178,719,195 | -27.16% | |
| Charles Schwab Investment Management Inc | 0.08% | 1,459,768 | $607,859,113 | $443,127,174 | -$164,731,939 | -27.10% | |
| State Street Corp | 0.02% | 1,323,011 | $551,338,374 | $401,613,219 | -$149,725,155 | -27.16% | |
| Kayne Anderson Rudnick Investment Management Llc | 1.47% | 1,134,361 | $472,722,626 | $344,346,625 | -$128,376,001 | -27.16% | |
| Baillie Gifford & Co | 0.43% | 1,129,536 | $470,711,537 | $342,881,948 | -$127,829,589 | -27.16% | |
| Morgan Stanley | 0.02% | 902,406 | $376,060,598 | $273,934,365 | -$102,126,233 | -27.16% | |
| Geode Capital Management, Llc | 0.01% | 659,265 | $274,190,121 | $200,126,483 | -$74,063,638 | -27.01% | |
| Blair William & Co/Il | 0.61% | 564,024 | $235,045,592 | $171,215,125 | -$63,830,467 | -27.16% | |
| Markel Group Inc. | Thomas Gayner | 1.47% | 623,010 | $188,578,898 | $189,120,916 | +$542,018 | +0.29% |
| Wells Fargo & Company/Mn | 0.03% | 398,839 | $166,208,141 | $121,071,567 | -$45,136,574 | -27.16% | |
| Raymond James Financial Inc | 0.04% | 386,397 | $161,023,157 | $117,294,673 | -$43,728,484 | -27.16% | |
| Davenport & Co Llc | 0.83% | 532,261 | $160,801,550 | $161,573,149 | +$771,599 | +0.48% | |
| Ubs Group Ag | 0.02% | 360,182 | $150,098,646 | $109,336,848 | -$40,761,798 | -27.16% | |
| Norges Bank | 0.01% | 340,450 | $141,875,729 | $103,347,002 | -$38,528,727 | -27.16% | |
| Capital World Investors | 0.02% | 339,018 | $141,278,971 | $102,912,304 | -$38,366,667 | -27.16% | |
| Goldman Sachs Group Inc | 0.01% | 333,871 | $139,133,917 | $101,349,881 | -$37,784,036 | -27.16% | |
| Northern Trust Corp | 0.02% | 333,627 | $139,032,381 | $101,275,812 | -$37,756,569 | -27.16% | |
| Neuberger Berman Group Llc | 0.10% | 382,845 | $128,999,496 | $116,216,428 | -$12,783,068 | -9.91% | |
| Captrust Financial Advisors | 0.19% | 299,013 | $124,607,762 | $90,768,386 | -$33,839,376 | -27.16% | |
| Bank Of America Corp | 0.01% | 286,256 | $119,291,280 | $86,895,871 | -$32,395,409 | -27.16% | |
| Bahl & Gaynor Inc | 0.51% | 267,656 | $111,540,285 | $81,249,655 | -$30,290,630 | -27.16% | |
| Envestnet Asset Management Inc | 0.03% | 260,848 | $108,703,116 | $79,183,019 | -$29,520,097 | -27.16% | |
| Dimensional Fund Advisors Lp | 0.02% | 235,277 | $98,034,223 | $71,420,686 | -$26,613,537 | -27.15% | |
| Bank Of New York Mellon Corp | 0.02% | 235,013 | $97,936,888 | $71,340,546 | -$26,596,342 | -27.16% | |
| Confluence Investment Management Llc | 1.63% | 320,431 | $96,991,260 | $97,270,034 | +$278,774 | +0.29% | |
| Vanguard Fiduciary Trust Co | 0.02% | 221,702 | $92,389,874 | $67,299,859 | -$25,090,015 | -27.16% | |
| Hamlin Capital Management, Llc | 2.27% | 303,183 | $91,770,462 | $92,034,231 | +$263,769 | +0.29% | |
| Welch & Forbes Llc | 1.06% | 209,280 | $87,213,345 | $63,529,037 | -$23,684,308 | -27.16% | |
| Jpmorgan Chase & Co | 0.00% | 207,064 | $85,021,236 | $62,856,348 | -$22,164,888 | -26.07% | |
| Brown Brothers Harriman & Co | 0.37% | 203,204 | $84,681,203 | $61,684,606 | -$22,996,597 | -27.16% | |
| Caledonia Investments Plc | 8.88% | 261,439 | $79,072,226 | $79,362,423 | +$290,197 | +0.37% | |
| Findlay Park Partners Llp | 1.06% | 188,840 | $78,695,293 | $57,324,270 | -$21,371,023 | -27.16% | |
| Donaldson Capital Management, Llc | 1.98% | 166,210 | $69,264,520 | $50,454,708 | -$18,809,812 | -27.16% | |
| Ameriprise Financial Inc | 0.01% | 160,683 | $66,963,247 | $48,776,931 | -$18,186,316 | -27.16% | |
| Principal Financial Group Inc | 0.03% | 209,533 | $63,425,072 | $63,605,837 | +$180,765 | +0.29% | |
| Brown Advisory Inc | 0.10% | 151,676 | $63,207,804 | $46,042,767 | -$17,165,037 | -27.16% | |
| Renaissance Technologies LLC | Jim Simons | 0.09% | 151,160 | $62,992,907 | $45,886,130 | -$17,106,777 | -27.16% |
| Royal Bank Of Canada | 0.01% | 148,207 | $61,762,000 | $44,989,717 | -$16,772,283 | -27.16% | |
| Corient Private Wealth Llc | 0.08% | 144,919 | $60,392,265 | $43,991,612 | -$16,400,653 | -27.16% | |
| Citigroup Inc | 0.03% | 139,518 | $58,141,336 | $42,352,084 | -$15,789,252 | -27.16% | |
| Wellington Management Group Llp | 0.01% | 132,056 | $55,031,697 | $40,086,919 | -$14,944,778 | -27.16% | |
| Epoch Investment Partners, Inc. | 0.31% | 131,903 | $54,967,937 | $40,040,475 | -$14,927,462 | -27.16% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 149,692 | $54,456,453 | $45,440,504 | -$9,015,949 | -16.56% | |
| Benjamin Edwards Inc | 0.49% | 128,444 | $53,548,542 | $38,990,461 | -$14,558,081 | -27.19% | |
| Jacobs Levy Equity Management, Inc | 0.19% | 123,775 | $51,580,756 | $37,573,139 | -$14,007,617 | -27.16% |
Frequently asked questions about WSO
Who are the largest institutional holders of WSO?
The largest institutional holders of WSO reported in the latest SEC Form 13F filings include Blackrock, Inc., Capital International Investors, Capital Research Global Investors, Vanguard Portfolio Management Llc, and Fmr Llc. InsiderSet ranks institutional holders by their latest reported WSO position.
What is WSO institutional ownership?
This page tracks WSO positions reported by institutional investment managers through SEC Form 13F. WATSCO INC (WSO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WSO?
InsiderSet currently tracks 765 institutional managers reporting WSO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WSO shareholders.
How much WSO stock do institutions own?
Institutional investment managers disclosed approximately $15.42B in WSO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WSO institutional ownership last updated?
The latest WSO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WSO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WSO position after the reporting date.
Are institutions buying or selling WSO?
Institutional buying and selling can be analyzed by comparing WSO positions across consecutive 13F reporting periods. InsiderSet's WSO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WSO ownership changes.
How has WSO institutional ownership changed over time?
InsiderSet tracks WSO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.