Watsco WSO Institutional Ownership

NYSE WSO

$308.92 -6.06 (-1.92%)

At close: Sep 2, 2026 · 4:00 PM EDT

Institutions by Trading Activity

782 Institutions

Increased 337 43.1%

Unchanged 140 17.9%

Reduced 305 39.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

102.81%

▲+1.87 pp QoQ

Shares Held by Institutions

39.24Mn

of 38.16Mn outstanding

▲+3.93% QoQ

Shares Outstanding

38.16Mn

-1.07Mn held outside 13F filers

Institutional Investors

782

filed 13F for Jun 2026

▲+13 vs prior quarter

Net Shares Added (QoQ)

+1.49Mn

accumulated since last quarter

Value of Holdings

$12.36Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Watsco Inc (NYSE:WSO) is held by 782 institutional investors per 13F filings through June 2026.

They owned 102.8% of outstanding stock in June 2026, up from 100.9% the prior quarter.
They increased total shares held in WSO by 3.93% quarter over quarter, and investors in Watsco decreased 3.34% from a year ago.
Among the 782 funds, 337 bought more Watsco shares, 305 sold down, and 140 held their ground.
The aggregate institutional position in Watsco amounted to 39.24Mn shares as of June 2026, up by 1.49Mn shares quarter on quarter, and up 3.75Mn shares year over year.
BlackRock, Inc. is the top holder of Watsco as of June 30, 2026, with 4.19Mn shares representing 10.99% of outstanding stock.
The biggest buyers of Watsco for the quarter ending June 2026 included Sixth Street Partners Management Company, L.P. (1.46Mn), NORGES BANK (340.45K), Findlay Park Partners LLP (188.84K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (119.37K), BlackRock, Inc. (102.86K).
The largest sellers of Watsco for the quarter ending June 2026 were Goldman Sachs Group Inc (226.8K), TWO SIGMA INVESTMENTS, LP (204.41K), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (194.84K), FMR LLC (185.05K), SG Capital Management LLC (139.9K).
Watsco's 10 largest shareholders as of June 2026 include BlackRock, Inc. (4.19Mn), Capital International Investors (3.49Mn), Capital Research Global Investors (1.9Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (1.77Mn), FMR LLC (1.71Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.58Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (1.46Mn), Sixth Street Partners Management Company, L.P. (1.46Mn), State Street Corp (1.32Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.13Mn) per Business Quant data.

Form 13F Holdings

782 Institutional Holders

Report period 30 Jun, 2026

Total shares held 39.24Mn

Of outstanding 102.81%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	4,192,919	10.99%	▲102,864	+2.51%	$1.75Bn
2	Capital International Investors	0001562230	3,485,525	9.13%	▲8,294	+0.24%	$1.45Bn
3	Capital Research Global Investors	0001422848	1,902,230	4.98%	▲3,627	+0.19%	$792.71Mn
4	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	1,770,531	4.64%	▲19,477	+1.11%	$737.83Mn
5	FMR LLC	0000315066	1,705,273	4.47%	▼185,049	-9.79%	$710.64Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,579,210	4.14%	▲11,711	+0.75%	$658.10Mn
7	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	1,459,768	3.83%	▲119,367	+8.91%	$607.86Mn
7	Sixth Street Partners Management Company, L.P.	0001812095	1,459,768	3.83%	▲1,459,768	0.00%	$607.86Mn
8	State Street Corp	0000093751	1,323,011	3.47%	▲49,070	+3.85%	$551.34Mn
9	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0001021223	1,134,361	2.97%	▼194,844	-14.66%	$472.72Mn
10	BAILLIE GIFFORD & CO	0001088875	1,129,536	2.96%	▼7,722	-0.68%	$470.71Mn
11	Morgan Stanley	0000895421	902,406	2.36%	▲11,414	+1.28%	$376.06Mn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	659,265	1.73%	▲5,235	+0.80%	$274.19Mn
13	Markel Group Inc.	0001096343	597,750	1.57%	▲15,581	+2.68%	$249.10Mn
14	BLAIR WILLIAM & CO/IL	0000902367	564,024	1.48%	▼18,676	-3.21%	$235.05Mn
15	DAVENPORT & Co LLC	0000887777	530,366	1.39%	▼14,912	-2.73%	$220.06Mn
16	Wells Fargo & Company/Mn	0000072971	398,839	1.05%	▼22,349	-5.31%	$166.21Mn
17	Raymond James Financial Inc	0000720005	386,397	1.01%	▼40,508	-9.49%	$161.02Mn
18	UBS Group AG	0001610520	360,182	0.94%	▼2,945	-0.81%	$150.10Mn
19	NORGES BANK	0001374170	340,450	0.89%	▲340,450	0.00%	$141.88Mn

Showing 1 to 20 of 782 holders