Watsco Inc (WSO) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

19,533,000Shares Outstanding
38,287,233Shares held by institutions
$11,847,218,227Value of institutional holdings
196.01%Institutional ownership %
12.21%Shares Changed QoQ
761No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Watsco Inc (NYSE:WSO) appears in 761 institutional 13F filings for the quarter ending March 2026.

761 Institutional Holders

38,287,233 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
BlackRock, Inc. 31 Mar, 2026 4,090,055 404,775 10.98% $1,487,921,010.00
Capital International Investors 31 Mar, 2026 3,477,231 -1,165,662 -25.11% $1,264,431,578.00
Capital Research Global Investors 31 Mar, 2026 1,898,603 1,898,603 0.00% $690,677,015.00
FMR LLC 31 Mar, 2026 1,890,322 -76,577 -3.89% $687,680,419.00
VANGUARD PORTFOLIO MANAGEMENT LLC 31 Mar, 2026 1,751,054 1,751,054 0.00% $637,015,935.00
VANGUARD CAPITAL MANAGEMENT LLC 31 Mar, 2026 1,567,499 1,567,499 0.00% $570,240,461.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 31 Mar, 2026 1,340,401 -219,564 -14.07% $487,195,543.00
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 31 Mar, 2026 1,329,205 -77,679 -5.52% $483,551,523.00
State Street Corp 31 Mar, 2026 1,273,941 33,305 2.68% $463,446,996.00
BAILLIE GIFFORD & CO 31 Mar, 2026 1,137,258 219,766 23.95% $413,723,088.00
Morgan Stanley 31 Mar, 2026 890,992 66,126 8.02% $324,134,622.00
GEODE CAPITAL MANAGEMENT, LLC 31 Mar, 2026 654,030 16,016 2.51% $237,450,497.00
BLAIR WILLIAM & CO/IL 31 Mar, 2026 582,700 -92,740 -13.73% $211,980,580.00
Markel Group Inc. 31 Mar, 2026 582,169 4,500 0.78% $211,787,262.00
Goldman Sachs Group Inc 31 Mar, 2026 560,672 -48,854 -8.02% $203,966,809.00
DAVENPORT & Co LLC 31 Mar, 2026 545,278 75,101 15.97% $198,366,683.00
Raymond James Financial Inc 31 Mar, 2026 426,905 33,035 8.39% $155,303,673.00
Wells Fargo & Company/Mn 31 Mar, 2026 421,188 -5,167 -1.21% $153,224,262.00
UBS Group AG 31 Mar, 2026 363,127 176,252 94.32% $132,101,972.00
Capital World Investors 31 Mar, 2026 339,018 -95,000 -21.89% $123,331,358.00