Watsco (WSO) Institutional Ownership $374.58 -0.59 (-0.16%) Closing price 05/22/2026 03:59 PM EasternExtended Trading$375.04 +0.47 (+0.12%) As of 05/22/2026 05:05 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. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Watsco (NYSE:WSO)CurrentInstitutional OwnershipPercentage89.71%Number ofInstitutional Buyers(last 12 months)486TotalInstitutional Inflows(last 12 months)$3.72BNumber ofInstitutional Sellers(last 12 months)419TotalInstitutional Outflows(last 12 months)$1.54B Get WSO Insider Trade Alerts Want to know when executives and insiders are buying or selling Watsco stock? 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Skip Chart & View Institutional Buying and Selling Data WSO Institutional Buying and Selling by Quarter Watsco Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 Western Wealth Management LLC112$41K0.0%N/A0.000% 5/19/2026 Bank of America Corp DE239,606$87.17M0.0%+12.2%0.589% 5/19/2026 Intrinsic Edge Capital Management LLC40,000$14.55M2.4%N/A0.098% 5/19/2026 Kensington Investment Counsel LLC13,372$4.87M2.3%-16.3%0.033% 5/19/2026 Centaurus Financial Inc.10,373$3.77M0.2%+10.0%0.026% 5/18/2026 Amundi47,567$17.30M0.0%-14.1%0.117% 5/18/2026 California State Teachers Retirement System55,004$20.01M0.0%-2.2%0.135% 5/18/2026 Royal Bank of Canada144,173$52.45M0.0%+4.7%0.355% 5/18/2026 Empowered Funds LLC1,239$451K0.0%-33.6%0.003% 5/16/2026 The Manufacturers Life Insurance Company 22,164$8.06M0.0%+16.4%0.055% Get the Latest News and Ratings for WSO and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Watsco and its competitors with MarketBeat's FREE daily newsletter. 5/16/2026 Quantinno Capital Management LP23,306$8.48M0.0%+61.6%0.057% 5/15/2026 Delta Global Management LP2,745$999K0.1%-61.8%0.007% 5/15/2026 OMERS ADMINISTRATION Corp1,734$631K0.0%+42.2%0.004% 5/15/2026 Lombard Odier Asset Management USA Corp886$322K0.0%N/A0.002% 5/15/2026 Waverly Advisors LLC3,100$1.13M0.0%N/A0.008% 5/15/2026 Wealth Alliance LLC2,237$814K0.1%+5.5%0.006% 5/15/2026 Epoch Investment Partners Inc.133,469$48.56M0.3%-1.2%0.329% 5/15/2026 Entropy Technologies LP3,947$1.44M0.1%-62.6%0.010% 5/15/2026 Boreal Capital Management LLC1,756$639K0.6%+16.1%0.004% 5/14/2026 Renaissance Technologies LLC216,400$78.72M0.1%-29.1%0.533% 5/14/2026 Hilltop Holdings Inc.1,423$518K0.0%-23.5%0.004% 5/14/2026 Public Employees Retirement System of Ohio10,973$3.99M0.0%-2.9%0.027% 5/14/2026 Modern Wealth Management LLC997$375K0.0%-8.3%0.002% 5/14/2026 Arrowstreet Capital Limited Partnership4,630$1.68M0.0%N/A0.011% 5/14/2026 Caxton Associates LLP2,810$1.02M0.0%+16.8%0.007% 5/14/2026 Inceptionr LLC3,436$1.25M0.3%-1.4%0.008% 5/14/2026 Bank of Nova Scotia3,574$1.30M0.0%-3.4%0.009% 5/14/2026 Gibbs Wealth Management891$324K0.0%+55.8%0.002% 5/14/2026 Sei Investments Co.28,781$10.47M0.0%-21.7%0.071% 5/14/2026 Lido Advisors LLC926$337K0.0%+15.2%0.002% 5/13/2026 Cetera Investment Advisers12,822$4.67M0.0%+21.6%0.032% 5/13/2026 NewEdge Wealth LLC9,406$3.42M0.0%-11.7%0.023% 5/13/2026 Southernsun 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% 5/13/2026 First 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% 5/8/2026 PNC Financial Services Group Inc.17,919$6.52M0.0%+5.0%0.044% 5/8/2026 Oslo Pensjonsforsikring AS587$214K0.0%N/A0.001% 5/7/2026 WCM Investment Management LLC4,350$1.52M0.0%+2.4%0.011% 5/7/2026 KBC Group NV4,331$1.58M0.0%-7.3%0.011% SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad)Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history. CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500.See how to get positioned in SpaceX before the announcement goes public5/7/2026 SEB Asset Management AB6,993$2.54M0.0%N/A0.017% 5/7/2026 Swiss National Bank102,484$37.28M0.0%+7.2%0.252% 5/7/2026 Heartland Advisors Inc.51,593$18.77M1.0%+14.3%0.127% 5/6/2026 Freemont Management S.A.1,100$400K0.1%-8.3%0.003% 5/6/2026 California Public Employees Retirement System46,268$16.83M0.0%-21.7%0.114% 5/6/2026 Simon Quick Advisors LLC923$336K0.0%N/A0.002% 5/6/2026 Hamilton Point Investment Advisors LLC12,951$4.71M0.7%-0.3%0.032% 5/6/2026 Assetmark Inc.1,115$406K0.0%+2.7%0.003% 5/6/2026 Bessemer Group Inc.496$181K0.0%+10.5%0.001% 5/6/2026 Allspring Global Investments Holdings LLC865$325K0.0%-2.7%0.002% 5/6/2026 Prosperity Consulting Group LLC8,105$2.95M0.1%-5.3%0.020% 5/5/2026 D.A. Davidson & CO.9,819$3.57M0.0%+1.7%0.024% 5/5/2026 Marks Group Wealth Management Inc16,204$5.90M0.6%-3.1%0.040% 5/5/2026 Bank of New York Mellon Corp251,778$91.59M0.0%-1.0%0.620% 5/5/2026 Sanctuary Advisors LLC7,649$2.78M0.0%+18.4%0.019% 5/4/2026 Mattern Capital Management LLC3,614$1.32M0.2%+12.1%0.009% 5/4/2026 State of Michigan Retirement System8,383$3.05M0.0%+1.2%0.021% 5/4/2026 Principal Financial Group Inc.174,551$63.51M0.0%+124.5%0.430% 5/4/2026 Schwartz Investment Counsel Inc.25,185$9.16M0.3%-84.9%0.062% 5/4/2026 Teachers 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% 5/2/2026 Citizens Business Bank1,239$451K0.1%N/A0.003% 5/2/2026 International Assets Investment Management LLC931$350K0.0%+6.3%0.002% 5/2/2026 Anchor Investment Management LLC21,504$7.82M0.7%-1.4%0.053% 5/2/2026 Diversify Wealth Management LLC1,776$646K0.0%+45.7%0.004% 5/2/2026 Carnegie Investment Counsel29,712$10.81M0.2%+6.3%0.073% 5/2/2026 UNIVEST FINANCIAL Corp4,539$1.65M0.1%+4.1%0.011% 5/1/2026 Welch & Forbes LLC209,805$76.33M1.0%-0.4%0.517% 5/1/2026 Citizens Financial Group Inc. RI884$321K0.0%-71.3%0.002% 5/1/2026 Fifth Third Bancorp47,567$17.30M0.0%+2,882.3%0.117% 5/1/2026 Markel Group Inc.582,169$211.79M1.8%+0.8%1.434% 5/1/2026 Vantage Investment Partners LLC171,864$62.52M4.3%+3.4%0.423% 5/1/2026 Simplicity Wealth LLC1,373$499K0.0%+16.0%0.003% 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% 4/30/2026 Hsbc Holdings PLC10,180$3.70M0.0%-2.9%0.025% 4/30/2026 Elevated Capital Advisors LLC129$47K0.0%-94.5%0.000% 4/30/2026 First Horizon Corp89$32K0.0%-29.4%0.000% 4/30/2026 Sumitomo Mitsui Trust Group Inc.69,933$25.44M0.0%+4.9%0.172% 4/30/2026 Resona Asset Management Co. Ltd.11,565$4.19M0.0%+5.2%0.028% 4/30/2026 Oregon 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% 4/29/2026 Unified Investment Management1,312$477K0.5%N/A0.003% 4/29/2026 Swedbank AB58,214$21.18M0.0%+11.2%0.143% 4/28/2026 Intrinsic Value Partners LLC1,789$651K0.5%+2.9%0.004% 4/28/2026 Appleton Partners Inc. MA5,977$2.17M0.2%-2.4%0.015% 4/28/2026 Whittier Trust Co.388$147K0.0%+29.3%0.001% 4/28/2026 Ascentis Independent Advisors1,435$522K0.0%-1.8%0.004% 4/28/2026 Praxis Investment Management Inc.574$209K0.0%-54.8%0.001% 4/28/2026 Koshinski Asset Management Inc.1,523$554K0.0%+39.3%0.004% Nobody Understands Why Trump Is Invading Iran (here’s the answer) (Ad)Most investors are reacting to the Iran strikes without understanding the underlying motive driving the decision. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there is a hidden reason behind the bombing - and knowing it could change how you position your money right now.Discover the real reason behind the Iran strikes before markets react4/28/2026 V Square Quantitative Management LLC471$171K0.0%+15.4%0.001% 4/28/2026 Hunter Associates Investment Management LLC4,270$1.55M0.2%-4.4%0.011% 4/28/2026 QRG Capital Management Inc.1,092$397K0.0%-4.5%0.003% 4/27/2026 TCI Wealth Advisors Inc.3,111$1.13M0.1%+74.3%0.008% 4/27/2026 HB Wealth Management LLC1,793$652K0.0%+12.3%0.004% 4/27/2026 World Investment Advisors660$240K0.0%+8.6%0.002% 4/27/2026 Canal Capital Management LLC17,970$6.54M0.9%+99.9%0.044% 4/27/2026 PAX Financial Group LLC667$243K0.0%-17.2%0.002% 4/27/2026 New York State Teachers Retirement System33,877$12.32M0.0%-3.2%0.083% 4/27/2026 Private Advisor Group LLC891$324K0.0%-13.7%0.002% WSO Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of WSO shares? During the previous two years, 891 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. What percentage of Watsco's stock is owned by institutional investors? 89.71% of Watsco's stock is owned by institutional investors. Learn more on WSO's institutional investor holdings. Which institutional investors have been buying Watsco's stock? Of the 763 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 ($478.00K), Corient Private Wealth LLC ($475.32K), FMR LLC ($346.47K), and Charles Schwab Investment Management Inc. ($342.01K). How much institutional buying is happening at Watsco? Institutional investors have bought a total of 10,007,723 shares in the last 24 months. This purchase volume represents approximately $3.72B in transactions. Which of Watsco's major shareholders have been selling company stock? 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). How much institutional selling is happening at Watsco? Institutional investors have sold a total of 4,052,508 shares in the last 24 months. This volume of shares sold represents approximately $1.54B in transactions. Related Companies CARR Institutional Ownership EXP Institutional Ownership FIX Institutional Ownership GGG Institutional Ownership ITW Institutional Ownership LII Institutional Ownership MAS Institutional Ownership MLM Institutional Ownership OTIS Institutional Ownership PNR Institutional Ownership This page (NYSE:WSO) was last updated on 5/25/2026 by MarketBeat.com Staff. 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