Go Pro
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free WSO Stock Alerts

Watsco (WSO) Institutional Ownership

Watsco logo
$403.43 -1.28 (-0.32%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$404.75 +1.32 (+0.33%)
As of 07/2/2026 07:32 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.
Compare

Institutional Ownership Changes (13F Filings) for Watsco (NYSE:WSO)

Current
Institutional Ownership
Percentage
89.71%
Number of
Institutional Buyers
(last 12 months)
485
Total
Institutional Inflows
(last 12 months)
$3.72B
Number of
Institutional Sellers
(last 12 months)
419
Total
Institutional Outflows
(last 12 months)
$1.53B
Get WSO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Watsco stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

WSO Institutional Buying and Selling by Quarter

Watsco Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 MassMutual Private Wealth & Trust FSB787$328K0.0%-3.9%0.002%
7/2/2026 Versant Capital Management Inc118$49K0.0%+293.3%0.000%
7/2/2026 Hilltop National Bank530$221K0.0%-9.4%0.001%
7/1/2026 Eastern Bank1,408$587K0.0%-39.2%0.003%
6/18/2026Pacer Advisors Inc.4,147$1.51M0.0%-0.9%0.010%
6/3/2026DV Trading LLC600$218K0.0%N/A0.001%
6/3/2026NewEdge Advisors LLC757$275K0.0%-18.5%0.002%
5/19/2026Western Wealth Management LLC112$41K0.0%N/A0.000%
5/19/2026Bank of America Corp DE239,606$87.17M0.0%+12.2%0.589%
5/19/2026Intrinsic Edge Capital Management LLC40,000$14.55M2.4%N/A0.098%
5/19/2026Kensington Investment Counsel LLC13,372$4.87M2.3%-16.3%0.033%
5/19/2026Centaurus Financial Inc.10,373$3.77M0.2%+10.0%0.026%
5/18/2026Amundi47,567$17.30M0.0%-14.1%0.117%
5/18/2026California State Teachers Retirement System55,004$20.01M0.0%-2.2%0.135%
5/18/2026Royal Bank of Canada144,173$52.45M0.0%+4.7%0.355%
5/18/2026Empowered Funds LLC1,239$451K0.0%-33.6%0.003%
5/16/2026The Manufacturers Life Insurance Company 22,164$8.06M0.0%+16.4%0.055%
5/16/2026Quantinno Capital Management LP23,306$8.48M0.0%+61.6%0.057%
5/15/2026Delta Global Management LP2,745$999K0.1%-61.8%0.007%
5/15/2026OMERS ADMINISTRATION Corp1,734$631K0.0%+42.2%0.004%
5/15/2026Lombard Odier Asset Management USA Corp886$322K0.0%N/A0.002%
5/15/2026Waverly Advisors LLC3,100$1.13M0.0%N/A0.008%
5/15/2026Wealth Alliance LLC2,237$814K0.1%+5.5%0.006%
5/15/2026Epoch Investment Partners Inc.133,469$48.56M0.3%-1.2%0.329%
5/15/2026Entropy Technologies LP3,947$1.44M0.1%-62.6%0.010%
5/15/2026Boreal Capital Management LLC1,756$639K0.6%+16.1%0.004%
5/14/2026Renaissance Technologies LLC216,400$78.72M0.1%-29.1%0.533%
5/14/2026Hilltop Holdings Inc.1,423$518K0.0%-23.5%0.004%
5/14/2026Public Employees Retirement System of Ohio10,973$3.99M0.0%-2.9%0.027%
5/14/2026Modern Wealth Management LLC997$375K0.0%-8.3%0.002%
5/14/2026Arrowstreet Capital Limited Partnership4,630$1.68M0.0%N/A0.011%
5/14/2026Caxton Associates LLP2,810$1.02M0.0%+16.8%0.007%
5/14/2026Inceptionr LLC3,436$1.25M0.3%-1.4%0.008%
5/14/2026Bank of Nova Scotia3,574$1.30M0.0%-3.4%0.009%
5/14/2026Gibbs Wealth Management891$324K0.0%+55.8%0.002%
5/14/2026Sei Investments Co.28,781$10.47M0.0%-21.7%0.071%
5/14/2026Lido Advisors LLC926$337K0.0%+15.2%0.002%
5/13/2026Cetera Investment Advisers12,822$4.67M0.0%+21.6%0.032%
5/13/2026NewEdge Wealth LLC9,406$3.42M0.0%-11.7%0.023%
5/13/2026Southernsun Asset Management LLC18,646$6.78M1.0%+1.0%0.046%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
5/13/2026First Citizens Bank & Trust Co.1,983$721K0.0%-23.0%0.005%
5/13/2026First Trust Advisors LP34,212$12.45M0.0%+185.0%0.084%
5/12/2026ABN Amro Investment Solutions3,672$1.34M0.0%+57.0%0.009%
5/8/2026PNC Financial Services Group Inc.17,919$6.52M0.0%+5.0%0.044%
5/8/2026Oslo Pensjonsforsikring AS587$214K0.0%N/A0.001%
5/7/2026WCM Investment Management LLC4,350$1.52M0.0%+2.4%0.011%
5/7/2026KBC Group NV4,331$1.58M0.0%-7.3%0.011%
5/7/2026SEB Asset Management AB6,993$2.54M0.0%N/A0.017%
5/7/2026Swiss National Bank102,484$37.28M0.0%+7.2%0.252%
5/7/2026Heartland Advisors Inc.51,593$18.77M1.0%+14.3%0.127%
5/6/2026Freemont Management S.A.1,100$400K0.1%-8.3%0.003%
5/6/2026California Public Employees Retirement System46,268$16.83M0.0%-21.7%0.114%
5/6/2026Simon Quick Advisors LLC923$336K0.0%N/A0.002%
5/6/2026Hamilton Point Investment Advisors LLC12,951$4.71M0.7%-0.3%0.032%
5/6/2026Assetmark Inc.1,115$406K0.0%+2.7%0.003%
5/6/2026Bessemer Group Inc.496$181K0.0%+10.5%0.001%
5/6/2026Allspring Global Investments Holdings LLC865$325K0.0%-2.7%0.002%
5/6/2026Prosperity Consulting Group LLC8,105$2.95M0.1%-5.3%0.020%
5/5/2026D.A. Davidson & CO.9,819$3.57M0.0%+1.7%0.024%
5/5/2026Marks Group Wealth Management Inc16,204$5.90M0.6%-3.1%0.040%
5/5/2026Bank of New York Mellon Corp251,778$91.59M0.0%-1.0%0.620%
5/5/2026Sanctuary Advisors LLC7,649$2.78M0.0%+18.4%0.019%
5/4/2026Mattern Capital Management LLC3,614$1.32M0.2%+12.1%0.009%
5/4/2026State of Michigan Retirement System8,383$3.05M0.0%+1.2%0.021%
5/4/2026Principal Financial Group Inc.174,551$63.51M0.0%+124.5%0.430%
5/4/2026Schwartz Investment Counsel Inc.25,185$9.16M0.3%-84.9%0.062%
5/4/2026Teachers Retirement System of The State of Kentucky31,968$11.63M0.1%+0.8%0.079%
5/4/2026Procyon Advisors LLC2,718$989K0.0%+10.0%0.007%
5/2/2026Citizens Business Bank1,239$451K0.1%N/A0.003%
5/2/2026International Assets Investment Management LLC931$350K0.0%+6.3%0.002%
5/2/2026Anchor Investment Management LLC21,504$7.82M0.7%-1.4%0.053%
5/2/2026Diversify Wealth Management LLC1,776$646K0.0%+45.7%0.004%
5/2/2026Carnegie Investment Counsel29,712$10.81M0.2%+6.3%0.073%
5/2/2026UNIVEST FINANCIAL Corp4,539$1.65M0.1%+4.1%0.011%
5/1/2026Welch & Forbes LLC209,805$76.33M1.0%-0.4%0.517%
5/1/2026Citizens Financial Group Inc. RI884$321K0.0%-71.3%0.002%
5/1/2026Fifth Third Bancorp47,567$17.30M0.0%+2,882.3%0.117%
5/1/2026Markel Group Inc.582,169$211.79M1.8%+0.8%1.434%
5/1/2026Vantage Investment Partners LLC171,864$62.52M4.3%+3.4%0.423%
5/1/2026Simplicity Wealth LLC1,373$499K0.0%+16.0%0.003%
5/1/2026Sequoia Financial Advisors LLC2,111$768K0.0%+23.2%0.005%
4/30/2026Equitable Trust Co.2,613$951K0.0%-1.5%0.006%
4/30/2026Hsbc Holdings PLC10,180$3.70M0.0%-2.9%0.025%
4/30/2026Elevated Capital Advisors LLC129$47K0.0%-94.5%0.000%
4/30/2026First Horizon Corp89$32K0.0%-29.4%0.000%
4/30/2026Sumitomo Mitsui Trust Group Inc.69,933$25.44M0.0%+4.9%0.172%
4/30/2026Resona Asset Management Co. Ltd.11,565$4.19M0.0%+5.2%0.028%
4/30/2026Oregon Public Employees Retirement Fund7,108$2.59M0.0%+2.8%0.018%
4/30/2026Taylor Frigon Capital Management LLC4,120$1.50M0.9%-2.6%0.010%
4/29/2026Unified Investment Management1,312$477K0.5%N/A0.003%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
4/29/2026Swedbank AB58,214$21.18M0.0%+11.2%0.143%
4/28/2026Intrinsic Value Partners LLC1,789$651K0.5%+2.9%0.004%
4/28/2026Appleton Partners Inc. MA5,977$2.17M0.2%-2.4%0.015%
4/28/2026Whittier Trust Co.388$147K0.0%+29.3%0.001%
4/28/2026Ascentis Independent Advisors1,435$522K0.0%-1.8%0.004%
4/28/2026Praxis Investment Management Inc.574$209K0.0%-54.8%0.001%
4/28/2026Koshinski Asset Management Inc.1,523$554K0.0%+39.3%0.004%
4/28/2026V Square Quantitative Management LLC471$171K0.0%+15.4%0.001%
4/28/2026Hunter Associates Investment Management LLC4,270$1.55M0.2%-4.4%0.011%
4/28/2026QRG Capital Management Inc.1,092$397K0.0%-4.5%0.003%


WSO Institutional Ownership - Frequently Asked Questions

During the previous two years, 892 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 765 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 ($477.90K), 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 9,998,752 shares in the last 24 months. This purchase volume represents approximately $3.72B in transactions.

Of the 419 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: JPMorgan Chase & Co. ($281.63K), Capital World Investors ($200K), Neuberger Berman Group LLC ($176.73K), Squarepoint Ops LLC ($158.51K), Barclays PLC ($142.84K), Schwartz Investment Counsel Inc. ($142K), and Blair William & Co. IL ($139.27K).

Institutional investors have sold a total of 4,025,512 shares in the last 24 months. This volume of shares sold represents approximately $1.53B in transactions.


Related Companies

This page (NYSE:WSO) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel