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Watsco (WSO) Institutional Ownership

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$325.79 +0.21 (+0.06%)
Closing price 03:59 PM Eastern
Extended Trading
$325.46 -0.32 (-0.10%)
As of 07:30 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)
435
Total
Institutional Inflows
(last 12 months)
$4.02B
Number of
Institutional Sellers
(last 12 months)
368
Total
Institutional Outflows
(last 12 months)
$1.15B
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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
9/23/2026 QRG Capital Management Inc.1,188$495K0.0%+8.8%0.003%
9/9/2026 Sequoia Financial Advisors LLC1,536$640K0.0%-27.2%0.004%
9/9/2026 Van Hulzen Asset Management LLC600$250K0.0%N/A0.001%
9/9/2026 National Pension Service3,362$1.40M0.0%-37.5%0.008%
9/9/2026 Capital Analysts LLC1,659$692K0.0%-16.6%0.004%
9/9/2026 Integrated Wealth Concepts LLC1,676$698K0.0%+10.8%0.004%
9/9/2026 RFG Advisory LLC6,006$2.50M0.0%+3.9%0.015%
9/9/2026 NewEdge Advisors LLC1,536$640K0.0%+102.9%0.004%
9/9/2026 IFP Advisors Inc722$301K0.0%-7.3%0.002%
9/9/2026 Squarepoint Ops LLC28,187$11.75M0.0%N/A0.068%
9/9/2026 Baird Financial Group Inc.112,909$47.05M0.1%-7.6%0.274%
9/8/2026 Allworth Financial LP444$185K0.0%-71.8%0.001%
9/8/2026 Arizona State Retirement System10,019$4.18M0.0%+5.6%0.024%
9/8/2026 Waverly Advisors LLC497$207K0.0%-84.0%0.001%
9/8/2026 Nykredit A S12,811$5.34M0.0%N/A0.031%
8/27/2026 Corient Private Wealth LP144,919$60.39M0.1%+1.2%0.351%
8/26/2026 Giverny Capital Inc.65,975$27.49M0.9%N/A0.160%
8/26/2026 Amundi50,125$20.89M0.0%+5.4%0.122%
8/26/2026 HighTower Advisors LLC10,067$4.20M0.0%-4.8%0.024%
8/23/2026 HB Wealth Management LLC1,954$815K0.0%+9.0%0.005%
8/23/2026 Saudi Central Bank2,446$1.02M0.0%+89.8%0.006%
8/22/2026 Tudor Financial Inc.1,195$498K0.2%-58.9%0.003%
8/22/2026 Knollwood Investment Advisory LLC1,722$718K0.1%-31.7%0.004%
8/22/2026 Concurrent Investment Advisors LLC4,131$1.72M0.0%+8.7%0.010%
8/21/2026 iSAM Funds UK Ltd680$283K0.2%N/A0.002%
8/21/2026 Continuum Advisory LLC267$111K0.0%N/A0.001%
8/21/2026 Nykredit A S13,753$5.73M0.0%N/A0.033%
8/21/2026 B. Metzler seel. Sohn & Co. AG812$338K0.0%+10.3%0.002%
8/21/2026 Birch Capital Management LLC5,939$2.48M1.2%+16.4%0.014%
8/21/2026 Ironvine Capital Partners LLC22,295$9.29M0.8%+17.7%0.054%
8/21/2026 Bedel Financial Consulting Inc.500$208K0.0%N/A0.001%
8/20/2026 Benjamin Edwards Inc.128,444$53.55M0.5%-9.5%0.311%
8/20/2026 Flputnam Investment Management Co.17,699$7.38M0.1%+2,090.5%0.043%
8/20/2026 Northwestern Mutual Wealth Management Co.903$376K0.0%-19.2%0.002%
8/19/2026 Capital Advisors Inc. OK70,906$29.55M0.4%-0.3%0.172%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC135,045$56.28M0.0%-9.8%0.327%
8/19/2026 Van ECK Associates Corp11,875$4.95M0.0%+76.5%0.029%
8/19/2026 Nissay Asset Management Corp Japan4,804$2.00M0.0%+2.6%0.012%
8/19/2026 Hsbc Holdings PLC11,793$4.92M0.0%+15.8%0.029%
8/19/2026 Wellington Management Group LLP132,056$55.03M0.0%-5.8%0.320%
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8/18/2026 Livforsakringsbolaget Skandia Omsesidigt256$107K0.0%N/A0.001%
8/18/2026 Empowered Funds LLC1,008$420K0.0%N/A0.002%
8/18/2026 United Capital Financial Advisors LLC6,041$2.52M0.0%N/A0.015%
8/18/2026 Dearborn Partners LLC83,346$34.73M1.6%N/A0.202%
8/18/2026 Equitable Holdings Inc.3,577$1.49M0.0%N/A0.009%
8/18/2026 Centaurus Financial Inc.10,587$4.41M0.2%N/A0.026%
8/18/2026 Coastal Bridge Advisors LLC2,319$966K0.1%N/A0.006%
8/18/2026Jefferies Financial Group Inc.498$208K0.0%N/A0.001%
8/18/2026 Public Employees Retirement System of Ohio10,699$4.46M0.0%N/A0.026%
8/17/2026 Stonehage Fleming Financial Services Holdings Ltd1,289$537K0.0%N/A0.003%
8/17/2026 Corient Private Wealth LP144,050$60.02M0.0%N/A0.354%
8/17/2026 Bamco Inc. NY269$112K0.0%N/A0.001%
8/17/2026 Bank of America Corp DE286,256$119.29M0.0%N/A0.694%
8/15/2026 Freestone Grove Partners LP2,195$915K0.0%N/A0.005%
8/15/2026 Man Group plc2,775$1.16M0.0%N/A0.007%
8/15/2026 Jupiter Topco LLC2,237$933K0.0%N/A0.006%
8/14/2026 Hsbc Holdings PLC11,793$4.92M0.0%N/A0.029%
8/14/2026 Legal & General Group Plc94,084$39.21M0.0%N/A0.231%
8/14/2026 The Manufacturers Life Insurance Company19,951$8.31M0.0%N/A0.049%
8/14/2026 Jones Financial Companies Lllp170$71K0.0%N/A0.000%
8/14/2026 Van Hulzen Asset Management LLC600$250K0.0%N/A0.001%
8/14/2026 Dearborn Partners LLC89,590$32.59M1.7%N/A0.220%
8/13/2026 Cibc World Market Inc.23,700$9.88M0.0%N/A0.058%
8/13/2026 OMERS ADMINISTRATION Corp1,955$815K0.0%N/A0.005%
8/13/2026 Sanctuary Advisors LLC7,184$2.99M0.0%N/A0.018%
8/13/2026 Covington Investment Advisors Inc.34,423$14.35M1.8%+1.0%0.083%
8/13/2026 Barbara Oil Co.5,000$2.05M0.7%N/A0.012%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.497$207K0.0%N/A0.001%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.1,499$625K0.0%N/A0.004%
8/13/2026 Bank of Nova Scotia25,331$10.56M0.0%N/A0.062%
8/12/2026 Elevation Point Wealth Partners LLC1,855$773K0.0%N/A0.005%
8/12/2026 Daiichi Life Insurance Co. Ltd.3,131$1.31M0.0%N/A0.008%
8/12/2026 Commerce Bank23,693$9.87M0.0%N/A0.058%
8/12/2026 Northwestern Mutual Wealth Management Co.903$376K0.0%N/A0.002%
8/12/2026 Findlay Park Partners LLP188,840$78.70M1.1%N/A0.464%
8/12/2026 Farringdon Capital Ltd.935$390K0.2%N/A0.002%
8/12/2026 Sumitomo Life Insurance Co.497$207K0.0%N/A0.001%
8/12/2026 Landscape Capital Management L.L.C.5,463$2.28M0.1%N/A0.013%
8/12/2026 Korea Investment CORP20,002$8.34M0.0%N/A0.049%
8/12/2026 Callan Family Office LLC6,284$2.62M0.1%N/A0.015%
8/12/2026 Heartland Advisors Inc.49,860$20.78M0.9%N/A0.123%
8/11/2026 Allworth Financial LP444$185K0.0%N/A0.001%
8/11/2026 B. Metzler seel. Sohn & Co. AG812$338K0.0%N/A0.002%
8/11/2026 Advisors Capital Management LLC19,883$8.29M0.1%N/A0.049%
8/11/2026 Vise Technologies Inc.1,087$453K0.0%N/A0.003%
8/10/2026 Tocqueville Asset Management L.P.3,000$1.25M0.0%N/A0.007%
8/10/2026 NewEdge Wealth LLC8,143$3.39M0.0%N/A0.020%
8/10/2026 Patrick Mauro Investment Advisor INC.33,278$13.87M7.0%N/A0.082%
8/10/2026 Danske Bank A S17,362$7.24M0.0%N/A0.043%
8/10/2026 Diversify Advisory Services LLC1,754$639K0.0%N/A0.004%
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8/7/2026 Citizens Financial Group Inc. RI1,216$507K0.0%N/A0.003%
8/7/2026 UNIVEST FINANCIAL Corp4,601$1.92M0.1%N/A0.011%
8/7/2026 K.J. Harrison & Partners Inc880$367K0.1%N/A0.002%
8/7/2026 Deutsche Bank AG92,175$38.41M0.0%N/A0.227%
8/7/2026 Phillips Wealth Planners LLC1,407$548K0.4%N/A0.003%
8/7/2026 Trust Co. of Vermont237$99K0.0%N/A0.001%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.40,371$16.82M0.0%N/A0.099%
8/7/2026 Simplicity Wealth LLC1,951$813K0.0%N/A0.005%
8/7/2026 Trivium Point Advisory LLC655$273K0.0%N/A0.002%
8/7/2026 N.E.W. Advisory Services LLC160$67K0.0%N/A0.000%


WSO Institutional Ownership - Frequently Asked Questions

During the previous two years, 886 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 ($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 10,781,212 shares in the last 24 months. This purchase volume represents approximately $4.02B in transactions.

Of the 368 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 3,174,698 shares in the last 24 months. This volume of shares sold represents approximately $1.15B 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 9/23/2026. New 13F filings are added each quarter as they're published.
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