Watsco WSO Institutional Ownership

Updated Oct 11, 2026

Watsco Inc (NYSE:WSO) was reported as a holding by 782 institutional investors in 13F filings for the quarter ended June 30, 2026.

• Total shares held in Watsco fell 1.28% from Q1 2026, while the number of holders fell 2.86% from Q2 2025.
• Of these 782 holders, 339 added to their positions, 304 reduced their stakes and 139 left their positions unchanged.
• The aggregate institutional position in Watsco was 37.8Mn shares at the end of Q2 2026, down 488.16K from the prior quarter and up 3.92Mn from a year earlier.
• BlackRock, Inc. held the largest position in WSO at 4.19Mn shares as of June 30, 2026.
• Holders that added the most shares of Watsco in Q2 2026 were Charles Schwab Investment Management Inc (+119.37K shares), BlackRock, Inc. (+102.86K shares), Ameriprise Financial Inc (+92.11K shares), Principal Financial Group Inc (+71.58K shares) and AE Wealth Management LLC (+64.79K shares).
• The largest position reductions in WSO for Q2 2026 were by Goldman Sachs Group Inc (-226.8K shares), Two Sigma Investments, LP (-204.41K shares), Kayne Anderson Rudnick Investment Management LLC (-194.84K shares), FMR LLC (-185.05K shares) and SG Capital Management LLC (-139.9K shares).
• Per Business Quant data, the 10 largest holders of Watsco at the end of Q2 2026 were BlackRock, Inc. (4.19Mn shares), Capital International Investors (3.49Mn shares), Capital Research Global Investors (1.9Mn shares), Vanguard Portfolio Management LLC (1.77Mn shares), FMR LLC (1.71Mn shares), Vanguard Capital Management LLC (1.58Mn shares), Charles Schwab Investment Management Inc (1.46Mn shares), State Street Corp (1.32Mn shares), Kayne Anderson Rudnick Investment Management LLC (1.13Mn shares) and Baillie Gifford & Co (1.13Mn shares).