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Watsco (WSO) Institutional Ownership

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$291.76 +5.44 (+1.90%)
Closing price 03:59 PM Eastern
Extended Trading
$291.30 -0.47 (-0.16%)
As of 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Watsco (NYSE:WSO)

Current
Institutional Ownership
Percentage
89.71%
Number of
Institutional Buyers
(last 12 months)
433
Total
Institutional Inflows
(last 12 months)
$4.12B
Number of
Institutional Sellers
(last 12 months)
366
Total
Institutional Outflows
(last 12 months)
$1.16B
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WSO Institutional Buying and Selling by Quarter

Watsco Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Caledonia Investments PLC261,439$79.07M10.0%+12.2%0.634%
10/9/2026GK Wealth Management LLC209$63K0.0%N/A0.001%
10/9/2026Journey Retirement Planning & Investment Management LLC1,377$417K0.3%-16.2%0.003%
10/9/2026GAMMA Investing LLC3,355$1.02M0.0%+72.0%0.008%
10/8/2026Farther Finance Advisors LLC1,187$359K0.0%-22.3%0.003%
10/8/2026CoreCap Advisors LLC1,651$500K0.0%-14.3%0.004%
10/8/2026Fenimore Asset Management Inc95,325$28.85M0.6%+18.8%0.231%
10/8/2026Hamlin Capital Management LLC303,183$91.77M2.2%-0.4%0.735%
10/8/2026Everhart Financial Group Inc.842$255K0.0%N/A0.002%
10/8/2026Avidian Wealth Enterprises LLC1,336$404K0.0%+15.3%0.003%
10/8/2026Valeo Financial Advisors LLC723$219K0.0%+8.4%0.002%
10/8/2026Applied Capital LLC FL7,362$2.23M0.9%+0.9%0.018%
10/7/2026Bath Savings Trust Co34,445$10.43M1.1%-7.5%0.084%
10/6/2026Dudley & Shanley Inc.51,565$15.61M2.5%-33.9%0.125%
10/5/2026Ridgewood Investments LLC912$276K0.1%N/A0.002%
10/5/2026Tompkins Financial Corp500$151K0.0%-50.0%0.001%
10/5/2026Eastern Bank1,358$411K0.0%-3.6%0.003%
10/1/2026 Confluence Investment Management LLC320,431$96.99M1.5%N/A0.777%
9/23/2026QRG Capital Management Inc.1,188$495K0.0%+8.8%0.003%
9/9/2026Sequoia Financial Advisors LLC1,536$640K0.0%-27.2%0.004%
9/9/2026Van Hulzen Asset Management LLC600$250K0.0%N/A0.001%
9/9/2026National Pension Service3,362$1.40M0.0%-37.5%0.008%
9/9/2026Capital Analysts LLC1,659$692K0.0%-16.6%0.004%
9/9/2026Integrated Wealth Concepts LLC1,676$698K0.0%+10.8%0.004%
9/9/2026RFG Advisory LLC6,006$2.50M0.0%+3.9%0.015%
9/9/2026NewEdge Advisors LLC1,536$640K0.0%+102.9%0.004%
9/9/2026IFP Advisors Inc722$301K0.0%-7.3%0.002%
9/9/2026Squarepoint Ops LLC28,187$11.75M0.0%N/A0.068%
9/9/2026Baird Financial Group Inc.112,909$47.05M0.1%-7.6%0.274%
9/8/2026Allworth Financial LP444$185K0.0%-71.8%0.001%
9/8/2026Arizona State Retirement System10,019$4.18M0.0%+5.6%0.024%
9/8/2026Waverly Advisors LLC497$207K0.0%-84.0%0.001%
9/8/2026Nykredit A S12,811$5.34M0.0%N/A0.031%
8/27/2026Corient Private Wealth LP144,919$60.39M0.1%+1.2%0.351%
8/26/2026Giverny Capital Inc.65,975$27.49M0.9%N/A0.160%
8/26/2026Amundi50,125$20.89M0.0%+5.4%0.122%
8/26/2026HighTower Advisors LLC10,067$4.20M0.0%-4.8%0.024%
8/23/2026HB Wealth Management LLC1,954$815K0.0%+9.0%0.005%
8/23/2026Saudi Central Bank2,446$1.02M0.0%+89.8%0.006%
8/22/2026Tudor Financial Inc.1,195$498K0.2%-58.9%0.003%
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8/22/2026Knollwood Investment Advisory LLC1,722$718K0.1%-31.7%0.004%
8/22/2026Concurrent Investment Advisors LLC4,131$1.72M0.0%+8.7%0.010%
8/21/2026iSAM Funds UK Ltd680$283K0.2%N/A0.002%
8/21/2026Continuum Advisory LLC267$111K0.0%N/A0.001%
8/21/2026Nykredit A S13,753$5.73M0.0%N/A0.033%
8/21/2026B. Metzler seel. Sohn & Co. AG812$338K0.0%+10.3%0.002%
8/21/2026Birch Capital Management LLC5,939$2.48M1.2%+16.4%0.014%
8/21/2026Ironvine Capital Partners LLC22,295$9.29M0.8%+17.7%0.054%
8/21/2026Bedel Financial Consulting Inc.500$208K0.0%N/A0.001%
8/20/2026Benjamin Edwards Inc.128,444$53.55M0.5%-9.5%0.311%
8/20/2026Flputnam Investment Management Co.17,699$7.38M0.1%+2,090.5%0.043%
8/20/2026Northwestern Mutual Wealth Management Co.903$376K0.0%-19.2%0.002%
8/19/2026Capital Advisors Inc. OK70,906$29.55M0.4%-0.3%0.172%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC135,045$56.28M0.0%-9.8%0.327%
8/19/2026Van ECK Associates Corp11,875$4.95M0.0%+76.5%0.029%
8/19/2026Nissay Asset Management Corp Japan4,804$2.00M0.0%+2.6%0.012%
8/19/2026Hsbc Holdings PLC11,793$4.92M0.0%+15.8%0.029%
8/19/2026Wellington Management Group LLP132,056$55.03M0.0%-5.8%0.320%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt256$107K0.0%N/A0.001%
8/18/2026Empowered Funds LLC1,008$420K0.0%N/A0.002%
8/18/2026United Capital Financial Advisors LLC6,041$2.52M0.0%N/A0.015%
8/18/2026Dearborn Partners LLC83,346$34.73M1.6%N/A0.202%
8/18/2026Equitable Holdings Inc.3,577$1.49M0.0%N/A0.009%
8/18/2026Centaurus Financial Inc.10,587$4.41M0.2%N/A0.026%
8/18/2026Coastal Bridge Advisors LLC2,319$966K0.1%N/A0.006%
8/18/2026Jefferies Financial Group Inc.498$208K0.0%N/A0.001%
8/18/2026Public Employees Retirement System of Ohio10,699$4.46M0.0%N/A0.026%
8/17/2026Stonehage Fleming Financial Services Holdings Ltd1,289$537K0.0%N/A0.003%
8/17/2026Corient Private Wealth LP144,050$60.02M0.0%N/A0.354%
8/17/2026Bamco Inc. NY269$112K0.0%N/A0.001%
8/17/2026Bank of America Corp DE286,256$119.29M0.0%N/A0.694%
8/15/2026Freestone Grove Partners LP2,195$915K0.0%N/A0.005%
8/15/2026Man Group plc2,775$1.16M0.0%N/A0.007%
8/15/2026Jupiter Topco LLC2,237$933K0.0%N/A0.006%
8/14/2026Hsbc Holdings PLC11,793$4.92M0.0%N/A0.029%
8/14/2026Legal & General Group Plc94,084$39.21M0.0%N/A0.231%
8/14/2026The Manufacturers Life Insurance Company19,951$8.31M0.0%N/A0.049%
8/14/2026Jones Financial Companies Lllp170$71K0.0%N/A0.000%
8/14/2026Van Hulzen Asset Management LLC600$250K0.0%N/A0.001%
8/14/2026Dearborn Partners LLC89,590$32.59M1.7%N/A0.220%
8/13/2026Cibc World Market Inc.23,700$9.88M0.0%N/A0.058%
8/13/2026OMERS ADMINISTRATION Corp1,955$815K0.0%N/A0.005%
8/13/2026Sanctuary Advisors LLC7,184$2.99M0.0%N/A0.018%
8/13/2026Covington Investment Advisors Inc.34,423$14.35M1.8%+1.0%0.083%
8/13/2026Barbara Oil Co.5,000$2.05M0.7%N/A0.012%
8/13/2026Connor Clark & Lunn Investment Management Ltd.497$207K0.0%N/A0.001%
8/13/2026Meiji Yasuda Asset Management Co Ltd.1,499$625K0.0%N/A0.004%
8/13/2026Bank of Nova Scotia25,331$10.56M0.0%N/A0.062%
8/12/2026Elevation Point Wealth Partners LLC1,855$773K0.0%N/A0.005%
8/12/2026Daiichi Life Insurance Co. Ltd.3,131$1.31M0.0%N/A0.008%
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8/12/2026Commerce Bank23,693$9.87M0.0%N/A0.058%
8/12/2026Northwestern Mutual Wealth Management Co.903$376K0.0%N/A0.002%
8/12/2026Findlay Park Partners LLP188,840$78.70M1.1%N/A0.464%
8/12/2026Farringdon Capital Ltd.935$390K0.2%N/A0.002%
8/12/2026Sumitomo Life Insurance Co.497$207K0.0%N/A0.001%
8/12/2026Landscape Capital Management L.L.C.5,463$2.28M0.1%N/A0.013%
8/12/2026Korea Investment CORP20,002$8.34M0.0%N/A0.049%
8/12/2026Callan Family Office LLC6,284$2.62M0.1%N/A0.015%
8/12/2026Heartland Advisors Inc.49,860$20.78M0.9%N/A0.123%
8/11/2026Allworth Financial LP444$185K0.0%N/A0.001%


WSO Institutional Ownership - Frequently Asked Questions

During the previous two years, 890 institutional investors and hedge funds held shares of Watsco. The most heavily invested institutionals were FMR LLC ($1.64B), Capital International Investors ($1.56B), Vanguard Group Inc. ($1.19B), Kayne Anderson Rudnick Investment Management LLC ($791.73M), Charles Schwab Investment Management Inc. ($525.63M), State Street Corp ($418.03M), and Baillie Gifford & Co. ($309.15M).Learn more on Watsco's institutional investors.

89.71% of Watsco's stock is owned by institutional investors. Learn more on WSO's institutional investor holdings.

Of the 755 institutional investors that purchased Watsco's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital International Investors ($4.37M), Norges Bank ($770.73K), M&T Bank Corp ($599.11K), GAMMA Investing LLC ($479.65K), Corient Private Wealth LLC ($475.32K), FMR LLC ($346.47K), and Charles Schwab Investment Management Inc. ($342.01K).

Institutional investors have bought a total of 11,134,392 shares in the last 24 months. This purchase volume represents approximately $4.12B in transactions.

Of the 366 institutional investors that sold Watsco's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital World Investors ($200K), Barclays PLC ($142.84K), Schwartz Investment Counsel Inc. ($142K), Neuberger Berman Group LLC ($141.93K), Blair William & Co. IL ($131.22K), JPMorgan Chase & Co. ($128.59K), and Williams Jones Wealth Management LLC. ($104.47K).

Institutional investors have sold a total of 3,201,943 shares in the last 24 months. This volume of shares sold represents approximately $1.16B in transactions.


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Institutional ownership data for NYSE:WSO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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