WATSCO INC WSO
$404.71
-0.7% 52w: $318.41 – $478.22
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data318.41398.32478.22
Jun 20, 2025 Jul 2, 2026
Institutional holders
767
+1 QoQ
13F value
$13.92B
+9.9% QoQ
Smart-money holders
51
signal tier ≥ 2
New smart buyers
5
Q1 2026
Options barometer
0.7×
$88.1M calls / $119.8M puts
Institutional value by quarter
Number of holders
Who owns WSO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 4.1M | $1.49B | 0.0% | +11.0% |
| Capital International Investors | Long only active | 3.5M | $1.26B | 0.3% | -25.1% |
| Capital Research Global Investors | Long only active | 1.9M | $690.7M | 0.1% | New |
| FMR LLC | Long only active | 1.9M | $687.7M | 0.0% | -3.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 1.8M | $637.0M | 0.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.6M | $570.2M | 0.0% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.3M | $487.2M | 0.1% | -14.1% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Other | 1.3M | $483.6M | 1.4% | -5.5% |
| STATE STREET CORP | Index provider | 1.3M | $463.4M | 0.0% | +2.7% |
| BAILLIE GIFFORD & CO ★2 | Long only active | 1.1M | $413.7M | 0.4% | +24.0% |
| MORGAN STANLEY | Bank broker | 891.0K | $324.1M | 0.0% | +8.0% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 654.0K | $237.5M | 0.0% | +2.5% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 582.7K | $212.0M | 0.6% | -13.7% |
| Markel Group Inc. ★2 | Value conviction | 582.2K | $211.8M | 1.8% | +0.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 560.7K | $204.0M | 0.0% | +84.0% |
| DAVENPORT & Co LLC | Diversified mechanical | 545.3K | $198.4M | 1.1% | +16.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 426.9K | $155.3M | 0.0% | +8.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 421.2K | $153.2M | 0.0% | -1.2% |
| UBS Group AG | Bank broker | 363.1K | $132.1M | 0.0% | +94.3% |
| Capital World Investors | Long only active | 339.0K | $123.3M | 0.0% | -21.9% |
| Hamlin Capital Management, LLC ★2 | Fundamental diversified | 337.3K | $122.7M | 3.0% | -0.9% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 330.9K | $120.4M | 0.2% | -16.6% |
| NORTHERN TRUST CORP | Index provider | 325.3K | $118.3M | 0.0% | +1.9% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 300.1K | $109.2M | 0.1% | -25.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 292.4K | $106.4M | 0.0% | +33.7% |
| BAHL & GAYNOR INC | Other | 261.9K | $95.3M | 0.5% | +0.4% |
| Bank of New York Mellon Corp | Diversified mechanical | 251.8K | $91.6M | 0.0% | -1.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 239.6K | $87.2M | 0.0% | +12.2% |
| CALEDONIA INVESTMENTS PLC ★3 | Fundamental concentrated | 232.9K | $84.7M | 9.9% | Held |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 226.9K | $82.5M | 0.0% | +0.7% |
| BROWN BROTHERS HARRIMAN & CO | Diversified mechanical | 226.0K | $82.2M | 0.4% | -2.2% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 216.8K | $78.9M | 0.0% | — |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 216.4K | $78.7M | 0.1% | -29.1% |
| Welch & Forbes LLC | Other | 209.8K | $76.3M | 1.0% | -0.4% |
| JPMORGAN CHASE & CO | Bank broker | 201.3K | $70.2M | 0.0% | -6.3% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 174.6K | $63.5M | 0.0% | +124.5% |
| Vantage Investment Partners, LLC ★2 | Fundamental diversified | 171.9K | $62.5M | 4.3% | +3.4% |
| DONALDSON CAPITAL MANAGEMENT, LLC | Other | 162.6K | $59.2M | 1.9% | +47.9% |
| SG Capital Management LLC ★2 | Fundamental diversified | 161.2K | $58.6M | 4.8% | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 149.7K | $54.5M | 0.0% | +16.4% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Other | 147.4K | $53.6M | 0.2% | -3.3% |
| Junto Capital Management LP | Other | 145.2K | $52.8M | 1.1% | New |
| ROYAL BANK OF CANADA | Bank broker | 144.2K | $52.4M | 0.0% | +4.7% |
| Corient Private Wealth LLC | Diversified mechanical | 143.2K | $52.0M | 0.1% | -76.8% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 141.9K | $51.6M | 0.5% | -2.2% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 140.2K | $51.0M | 0.0% | -5.9% |
| Epoch Investment Partners, Inc. | Other | 133.5K | $48.6M | 0.3% | -1.2% |
| RIVERBRIDGE PARTNERS LLC | Other | 131.7K | $47.9M | 1.2% | +89.8% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 130.5K | $47.6M | 0.0% | -65.9% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 127.9K | $46.5M | 0.1% | — |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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