WATSCO INC (WSO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
736
Reporting holders
$16.4B
Reported value
0.8%
Held as options
+20
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.7B | 4,192,919 | 0.03% | 8q | +2.5%+$42.9M |
| Capital International Investors | $1.5B | 3,485,525 | 0.30% | 5q | HELD |
| Capital Research Global Investors | $792.7M | 1,902,230 | 0.11% | 2q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $737.8M | 1,770,531 | 0.03% | 2q | +1.1%+$8.1M |
| FMR LLC | $710.6M | 1,705,273 | 0.03% | 31q | -9.8%-$77.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $658.1M | 1,579,210 | 0.01% | 2q | +0.7%+$4.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $607.9M | 1,459,768 | 0.08% | 31q | +8.9%+$49.7M |
| Sixth Street Partners Management Company, L.P. | $607.9M | 1,459,768 | 0.08% | new | NEW |
| STATE STREET CORP | $551.3M | 1,323,011 | 0.02% | 31q | +3.9%+$20.4M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $472.7M | 1,134,361 | 1.47% | 31q | -14.7%-$81.2M |
| BAILLIE GIFFORD & CO | $470.7M | 1,129,536 | 0.43% | 31q | -0.7%-$3.2M |
| MORGAN STANLEY | $376.1M | 902,406 | 0.02% | 35q | +1.3%+$4.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $274.2M | 659,265 | 0.01% | 31q | +0.8%+$2.2M |
| Markel Group Inc. | $249.1M | 597,750 | 1.90% | 31q | +2.7%+$6.5M |
| BLAIR WILLIAM & CO/IL | $235.0M | 564,024 | 0.61% | 31q | -3.2%-$7.8M |
| DAVENPORT & Co LLC | $220.1M | 530,366 | 1.08% | 31q | -2.7%-$6.2M |
| WELLS FARGO & COMPANY/MN | $166.2M | 398,839 | 0.03% | 31q | -52.7%-$184.8M |
| RAYMOND JAMES FINANCIAL INC | $161.0M | 386,397 | 0.04% | 7q | -9.5%-$16.9M |
| UBS Group AG | $150.1M | 360,182 | 0.02% | 31q | -0.8%-$1.2M |
| NORGES BANK | $141.9M | 340,450 | 0.01% | 32q | +3.5%+$4.8M |
| Capital World Investors | $141.3M | 339,018 | 0.02% | 31q | HELD |
| GOLDMAN SACHS GROUP INC | $139.1M | 333,871 | 0.01% | 31q | -40.5%-$94.5M |
| NORTHERN TRUST CORP | $139.0M | 333,627 | 0.02% | 31q | +2.6%+$3.5M |
| Hamlin Capital Management, LLC | $126.8M | 304,324 | 2.85% | 14q | -9.8%-$13.8M |
| CAPTRUST FINANCIAL ADVISORS | $124.6M | 299,013 | 0.19% | 31q | -9.6%-$13.3M |
| Corient Private Wealth LP | $120.3M | 288,739 | 0.08% | 15q | +101.6%+$60.6M |
| BANK OF AMERICA CORP /DE/ | $119.3M | 286,256 | 0.01% | 31q | +19.5%+$19.4M |
| Bahl & Gaynor LLC | $111.5M | 267,656 | 0.51% | 31q | +2.2%+$2.4M |
| ENVESTNET ASSET MANAGEMENT INC | $108.7M | 260,848 | 0.03% | 31q | -10.8%-$13.1M |
| PRINCIPAL FINANCIAL GROUP INC | $102.6M | 246,130 | 0.05% | 31q | +41.0%+$29.8M |
| DIMENSIONAL FUND ADVISORS LP | $98.0M | 235,277 | 0.02% | 31q | +3.7%+$3.5M |
| Bank of New York Mellon Corp | $97.9M | 235,013 | 0.02% | 31q | -6.7%-$7.0M |
| CALEDONIA INVESTMENTS PLC | $97.1M | 232,927 | 10.99% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $92.4M | 221,702 | 0.02% | 2q | +2.3%+$2.1M |
| Welch & Forbes LLC | $87.2M | 209,280 | 1.06% | 31q | HELD |
| JPMORGAN CHASE & CO | $85.0M | 207,064 | 0.00% | 31q | +2.9%+$2.4M |
| BROWN BROTHERS HARRIMAN & CO | $84.7M | 203,204 | 0.37% | 31q | -10.1%-$9.5M |
| Findlay Park Partners LLP | $78.7M | 188,840 | 1.06% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $73.9M | 1,059 | 0.01% | 31q | -95.8%-$1.7B |
| DONALDSON CAPITAL MANAGEMENT, LLC | $69.3M | 166,210 | 1.98% | 31q | +2.2%+$1.5M |
| DEARBORN PARTNERS LLC | $67.3M | 172,936 | 1.86% | 31q | +93.0%+$32.4M |
| AMERIPRISE FINANCIAL INC | $67.0M | 160,683 | 0.01% | 31q | +17.2%+$9.8M |
| BROWN ADVISORY INC | $63.2M | 151,676 | 0.10% | 17q | +47.4%+$20.3M |
| RENAISSANCE TECHNOLOGIES LLC | $63.0M | 151,160 | 0.09% | 8q | -30.1%-$27.2M |
| ROYAL BANK OF CANADA | $61.8M | 148,207 | 0.01% | 31q | +2.8%+$1.7M |
| CITIGROUP INC | $58.1M | 139,518 | 0.02% | 31q | +63.3%+$22.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $56.3M | 135,045 | 0.01% | 31q | -9.8%-$6.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $55.0M | 132,056 | 0.01% | 30q | -5.8%-$3.4M |
| Epoch Investment Partners, Inc. | $55.0M | 131,903 | 0.31% | 4q | -1.2%-$652.6K |
| NEUBERGER BERMAN GROUP LLC | $54.3M | 130,302 | 0.04% | 31q | HELD |
| BENJAMIN EDWARDS INC | $53.5M | 128,444 | 0.49% | 30q | -9.5%-$5.6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $51.6M | 123,775 | 0.19% | 6q | -16.0%-$9.8M |
| CIBC Bancorp USA Inc. | $50.6M | 121,392 | 0.06% | 3q | -5.1%-$2.7M |
| RIVERBRIDGE PARTNERS LLC | $50.1M | 120,334 | 1.40% | 31q | -8.7%-$4.8M |
| Baird Financial Group, Inc. | $47.1M | 112,909 | 0.06% | 31q | -7.6%-$3.9M |
| RHUMBLINE ADVISERS | $45.4M | 108,856 | 0.03% | 31q | +1.6%+$727.6K |
| KING LUTHER CAPITAL MANAGEMENT CORP | $43.8M | 104,992 | 0.18% | 31q | -1.0%-$454.7K |
| AEGON ASSET MANAGEMENT UK Plc | $43.3M | 103,965 | 0.46% | 30q | -16.9%-$8.8M |
| STIFEL FINANCIAL CORP | $43.0M | 103,164 | 0.04% | 31q | -6.9%-$3.2M |
| Pembroke Management, LTD | $42.2M | 101,328 | 2.99% | 26q | +95.3%+$20.6M |
| TWO SIGMA INVESTMENTS, LP | $41.1M | 95,682 | 0.03% | 5q | -68.1%-$87.8M |
| Swiss National Bank | $41.1M | 98,564 | 0.02% | 31q | -3.8%-$1.6M |
| Legal & General Group Plc | $39.2M | 94,084 | 0.01% | 31q | -9.3%-$4.0M |
| DEUTSCHE BANK AG\ | $38.4M | 92,175 | 0.01% | 34q | +44.3%+$11.8M |
| ANCHOR CAPITAL ADVISORS LLC | $38.2M | 91,748 | 1.07% | 31q | HELD |
| Invesco Ltd. | $37.7M | 90,437 | 0.00% | 31q | +19.9%+$6.2M |
| Swedbank AB | $36.3M | 87,004 | 0.03% | 21q | +49.5%+$12.0M |
| Conestoga Capital Advisors, LLC | $33.7M | 80,975 | 0.73% | 31q | -33.6%-$17.1M |
| HOWLAND CAPITAL MANAGEMENT LLC | $33.5M | 80,495 | 1.21% | 31q | -3.2%-$1.1M |
| Fenimore Asset Management Inc | $33.4M | 80,217 | 0.69% | 17q | -0.9%-$314.2K |
| DUDLEY & SHANLEY, INC. | $32.5M | 78,012 | 4.91% | 14q | +40.1%+$9.3M |
| Wilkinson Global Asset Management LLC | $31.6M | 75,839 | 2.51% | 22q | -2.9%-$935.6K |
| ALPS ADVISORS INC | $29.6M | 71,021 | 0.14% | 3q | -0.6%-$185.9K |
| AQR CAPITAL MANAGEMENT LLC | $29.6M | 71,378 | 0.01% | 31q | +237.3%+$20.8M |
| CAPITAL ADVISORS INC/OK | $29.5M | 70,906 | 0.43% | 25q | HELD |
| GROUP ONE TRADING LLC | $29.2M | options only | 0.04% | 3q | OPTIONS |
| Curi Capital, LLC | $28.9M | 69,438 | 0.45% | 23q | +5.8%+$1.6M |
| CITADEL ADVISORS LLC | $28.0M | 30,681 | 0.00% | 31q | +82.9%+$12.7M |
| Giverny Capital Inc. | $27.5M | 65,975 | 0.92% | new | NEW |
| Sumitomo Mitsui Trust Group, Inc. | $27.5M | 65,931 | 0.02% | 13q | -5.7%-$1.7M |
| AE Wealth Management LLC | $27.4M | 65,866 | 0.13% | 17q | +6573.4%+$27.0M |
| Nuveen, LLC | $26.9M | 64,442 | 0.01% | 6q | -14.4%-$4.5M |
| Capital International, Inc./CA/ | $26.5M | 63,506 | 0.19% | 4q | HELD |
| Gotham Asset Management, LLC | $26.3M | 63,068 | 0.06% | 24q | -0.8%-$208.4K |
| Russell Investments Group, Ltd. | $24.7M | 59,266 | 0.02% | 31q | +4.7%+$1.1M |
| JONES FINANCIAL COMPANIES LLLP | $24.1M | 58,745 | 0.01% | 11q | HELD |
| GENEVA CAPITAL MANAGEMENT LLC | $23.9M | 57,428 | 0.55% | 26q | -4.4%-$1.1M |
| DDD Partners, LLC | $21.0M | 50,426 | 1.31% | 2q | HELD |
| FEDERATED HERMES, INC. | $21.0M | 50,409 | 0.03% | 31q | +13.5%+$2.5M |
| Vident Advisory, LLC | $21.0M | 50,316 | 0.15% | 12q | +2695.3%+$20.2M |
| Amundi | $20.9M | 50,125 | 0.01% | 17q | +5.4%+$1.1M |
| HEARTLAND ADVISORS INC | $20.8M | 49,860 | 0.93% | 17q | -3.4%-$722.2K |
| California Public Employees Retirement System | $20.5M | 49,260 | 0.01% | 31q | +6.5%+$1.2M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $20.4M | 49,013 | 0.03% | 3q | -14.7%-$3.5M |
| Retirement Systems of Alabama | $20.1M | 48,351 | 0.06% | 31q | -12.0%-$2.8M |
| Bridgewater Associates, LP | $20.0M | 47,897 | 0.08% | new | NEW |
| Williams Jones Wealth Management, LLC. | $18.8M | 45,087 | 0.21% | 14q | -2.0%-$380.5K |
| VICTORY CAPITAL MANAGEMENT INC | $18.5M | 44,475 | 0.01% | 28q | -4.5%-$867.2K |
| GRACE & WHITE INC /NY | $17.6M | 42,200 | 2.78% | 31q | HELD |
| ALLIANCEBERNSTEIN L.P. | $17.4M | 47,739 | 0.01% | 31q | -0.6%-$96.4K |
Showing the largest 100 of 785 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 736 | $16.4B | 38,956,589 | 92 | 222 | 260 | 0.8% |
| Q1 2026 | 716 | $14.0B | 38,063,568 | 89 | 255 | 209 | 1.5% |
| Q4 2025 | 714 | $12.4B | 36,974,359 | 75 | 202 | 288 | 0.5% |
| Q3 2025 | 721 | $14.3B | 35,328,953 | 68 | 236 | 261 | 0.4% |
| Q2 2025 | 741 | $14.9B | 33,566,406 | 68 | 233 | 261 | 0.3% |
| Q1 2025 | 773 | $17.3B | 33,890,758 | 72 | 278 | 241 | 0.3% |
| Q4 2024 | 757 | $16.1B | 33,745,816 | 66 | 224 | 250 | 0.4% |
| Q3 2024 | 717 | $17.1B | 34,497,436 | 71 | 252 | 241 | 0.7% |
| Q2 2024 | 696 | $16.2B | 34,877,056 | 88 | 207 | 257 | 0.5% |
| Q1 2024 | 662 | $15.3B | 35,090,536 | 68 | 215 | 239 | 1.0% |
| Q4 2023 | 643 | $15.0B | 34,661,831 | 75 | 202 | 224 | 1.4% |
| Q3 2023 | 601 | $13.2B | 34,614,480 | 63 | 176 | 212 | 1.4% |
| Q2 2023 | 586 | $13.0B | 33,596,588 | 99 | 174 | 198 | 1.6% |
| Q1 2023 | 520 | $10.8B | 33,682,559 | 91 | 190 | 138 | 1.4% |
| Q4 2022 | 445 | $7.5B | 29,961,699 | 65 | 149 | 133 | 0.4% |
| Q3 2022 | 539 | $8.6B | 33,413,708 | 71 | 178 | 166 | 0.4% |
| Q2 2022 | 516 | $7.8B | 32,632,609 | 79 | 192 | 146 | 0.7% |
| Q1 2022 | 496 | $9.5B | 31,106,598 | 40 | 167 | 160 | 0.3% |
| Q4 2021 | 522 | $9.6B | 30,773,086 | 61 | 184 | 141 | 0.3% |
| Q3 2021 | 475 | $8.2B | 30,706,981 | 47 | 152 | 159 | 0.4% |
| Q2 2021 | 475 | $8.8B | 30,707,566 | 56 | 145 | 157 | 0.3% |
| Q1 2021 | 464 | $8.1B | 30,941,535 | 58 | 166 | 127 | 0.1% |
| Q4 2020 | 445 | $7.0B | 30,908,857 | 45 | 149 | 152 | 0.4% |
| Q3 2020 | 442 | $7.3B | 31,219,485 | 79 | 107 | 170 | 0.7% |
| Q2 2020 | 387 | $5.8B | 32,241,665 | 54 | 141 | 115 | 0.3% |
| Q1 2020 | 371 | $5.0B | 31,385,861 | 43 | 140 | 124 | 0.3% |
| Q4 2019 | 391 | $5.7B | 31,387,051 | 41 | 143 | 104 | 0.2% |
| Q3 2019 | 374 | $5.2B | 30,623,382 | 30 | 135 | 114 | 0.3% |
| Q2 2019 | 382 | $4.9B | 29,856,524 | 63 | 134 | 106 | 0.8% |
| Q1 2019 | 370 | $4.3B | 29,908,980 | 51 | 161 | 75 | 0.3% |
| Q4 2018 | 348 | $4.2B | 30,100,229 | 6 | 6 | 3 | 0.2% |