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Watsco (WSO) Institutional Ownership

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$362.42 +2.58 (+0.72%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$370.00 +7.57 (+2.09%)
As of 07/24/2026 07:34 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)
462
Total
Institutional Inflows
(last 12 months)
$3.68B
Number of
Institutional Sellers
(last 12 months)
409
Total
Institutional Outflows
(last 12 months)
$1.53B
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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
7/10/2026 Handelsbanken Fonder AB52,480$21.87M0.1%-0.5%0.129%
7/9/2026 Harrell Investment Partners LLC1,842$768K0.2%+10.4%0.005%
7/9/2026 First Bank & Trust1,739$725K0.1%+38.9%0.004%
7/9/2026 Dudley & Shanley Inc.78,012$32.51M4.9%+40.1%0.192%
7/9/2026 Hennion & Walsh Asset Management Inc.3,014$1.26M0.0%-1.2%0.007%
7/9/2026 Breakwater Capital Group520$217K0.0%N/A0.001%
7/7/2026 Hamlin Capital Management LLC304,324$126.82M2.9%-9.8%0.748%
7/7/2026 GAMMA Investing LLC1,951$813K0.0%+32.6%0.005%
7/7/2026 Carderock Capital Management Inc.11,519$4.80M1.1%+215.6%0.028%
7/7/2026 CoreCap Advisors LLC1,926$803K0.0%-11.2%0.005%
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%
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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%
5/13/2026 First 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%
5/12/2026 ABN 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%
5/4/2026 Procyon Advisors LLC2,718$989K0.0%+10.0%0.007%
5/2/2026Citizens Business Bank1,239$451K0.1%N/A0.003%
5/2/2026 International 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%
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5/1/2026 Sequoia Financial Advisors LLC2,111$768K0.0%+23.2%0.005%
4/30/2026 Equitable 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%
4/30/2026 First 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%
4/30/2026 Taylor Frigon Capital Management LLC4,120$1.50M0.9%-2.6%0.010%
4/29/2026Unified Investment Management1,312$477K0.5%N/A0.003%


WSO Institutional Ownership - Frequently Asked Questions

During the previous two years, 888 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 756 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 ($478.38K), 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 9,920,959 shares in the last 24 months. This purchase volume represents approximately $3.68B in transactions.

Of the 408 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 Geode Capital Management LLC ($132.24K).

Institutional investors have sold a total of 4,027,184 shares in the last 24 months. This volume of shares sold represents approximately $1.53B in transactions.


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This page (NYSE:WSO) was last updated on 7/25/2026 by MarketBeat.com Staff.
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