Watsco Inc (WSO) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

40,596,734Shares Outstanding

196,890Shares held by institutions

$83,250,999Value of institutional holdings

89.85%Institutional ownership %

5.77%Shares Changed QoQ

724No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Watsco Inc (NYSE:WSO) is held by 724 institutional firms.

These investors collectively held 89.9% of the company's total shares outstanding in December 2025, up from 88.8% in September 2025.
The company experienced a 5.77% quarterly change in institutional shares held, alongside a decrease of 11.49% in total owners annually.
Among the 724 institutional holders of Watsco, 317 added to their stakes while 303 trimmed their positions and 104 held steady.
The total number of shares held by institutions in Watsco increased to 36.48Mn as of December 2025, a net change of up by 1.99Mn shares quarter on quarter, and up 1.01Mn shares year over year.
Capital International Investors's holding of 4.64Mn shares as of December 31, 2025 makes it the primary institutional investor in Watsco, owning 11.44% of the stock.
Among the most significant buyers of Watsco during December 2025 were Capital International Investors (2.36Mn), NORGES BANK (328.99K), TWO SIGMA INVESTMENTS, LP (231.72K), MORGAN STANLEY (211.92K), TWO SIGMA ADVISERS, LP (174.88K).
Leading sellers of Watsco stock in December 2025 included FMR LLC (1.03Mn), Capital World Investors (200.00K), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (139.52K), BLAIR WILLIAM & CO/IL (124.52K), JPMORGAN CHASE & CO (100.82K).
The top 10 institutional holders of Watsco for the quarter ending December 2025 included Capital International Investors (4.64Mn), BlackRock, Inc. (3.69Mn), VANGUARD GROUP INC (3.52Mn), FMR LLC (1.97Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (1.56Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.41Mn), STATE STREET CORP (1.24Mn), BAILLIE GIFFORD & CO (917.49K), MORGAN STANLEY (824.87K), BLAIR WILLIAM & CO/IL (675.44K).

724 Institutional Holders

196,890 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Capital International Investors	31 Dec, 2025	4,642,893	2,356,998	103.11%	$1,564,422,796.00
BlackRock, Inc.	31 Dec, 2025	3,685,280	-57,207	-1.53%	$1,241,755,224.00
VANGUARD GROUP INC	31 Dec, 2025	3,523,522	-27,546	-0.78%	$1,187,250,738.00
FMR LLC	31 Dec, 2025	1,966,899	-1,034,964	-34.48%	$662,746,718.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	1,559,965	46,799	3.09%	$525,633,714.00
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	31 Dec, 2025	1,406,884	-139,520	-9.02%	$474,049,747.00
STATE STREET CORP	31 Dec, 2025	1,240,636	2,515	0.20%	$418,032,300.00
BAILLIE GIFFORD & CO	31 Dec, 2025	917,492	-26,594	-2.82%	$309,148,930.00
MORGAN STANLEY	31 Dec, 2025	824,866	211,924	34.57%	$277,939,379.00
BLAIR WILLIAM & CO/IL	31 Dec, 2025	675,440	-124,516	-15.57%	$227,589,413.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	638,014	5,176	0.82%	$214,372,879.00
MARKEL GROUP INC.	31 Dec, 2025	577,669	12,500	2.21%	$194,645,571.00
DAVENPORT & Co LLC	31 Dec, 2025	470,177	113,333	31.76%	$159,292,528.00
Capital World Investors	31 Dec, 2025	434,018	-200,000	-31.54%	$146,242,365.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	426,355	-26,257	-5.80%	$143,660,329.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	404,803	231,725	133.88%	$136,398,371.00
CAPTRUST FINANCIAL ADVISORS	31 Dec, 2025	396,514	6,034	1.55%	$133,605,256.00
Neuberger Berman Group LLC	31 Dec, 2025	382,845	-99,262	-20.59%	$128,999,496.00
Hamlin Capital Management, LLC	31 Dec, 2025	340,322	-65,158	-16.07%	$114,671,498.00
NORGES BANK	31 Dec, 2025	328,989	328,989	0.00%	$110,852,844.00

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