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Watsco (WSO) Institutional Ownership

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$309.74 -1.87 (-0.60%)
As of 02:18 PM Eastern
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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)
431
Total
Institutional Inflows
(last 12 months)
$3.86B
Number of
Institutional Sellers
(last 12 months)
372
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
8/14/2026Legal & General Group Plc94,084$39.21M0.0%N/A0.231%
8/14/2026The Manufacturers Life Insurance Company 19,951$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%N/A0.085%
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%
8/13/2026 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%
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%
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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%
8/6/2026 Flputnam Investment Management Co.17,699$7.38M0.1%N/A0.044%
8/6/2026 Global Retirement Partners LLC366$153K0.0%N/A0.001%
8/6/2026 Wilkinson Global Asset Management LLC75,839$31.60M2.5%N/A0.187%
8/6/2026 Bank of New York Mellon Corp235,013$97.94M0.0%N/A0.578%
8/3/2026 Oppenheimer Asset Management Inc.15,750$6.56M0.1%N/A0.039%
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%
6/3/2026 NewEdge 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%
5/19/2026 Intrinsic 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%
5/18/2026 Amundi47,567$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 Company22,164$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%
5/15/2026 Wealth 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%
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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%
5/14/2026Gibbs Wealth Management891$324K0.0%+55.8%0.002%
5/14/2026Sei Investments Co.28,781$10.47M0.0%-21.7%0.071%
5/14/2026 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%
5/13/2026Southernsun 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%
5/13/2026 First Trust Advisors LP34,212$12.45M0.0%+185.0%0.084%


WSO Institutional Ownership - Frequently Asked Questions

During the previous two years, 883 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 750 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 10,388,874 shares in the last 24 months. This purchase volume represents approximately $3.86B in transactions.

Of the 365 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 3,160,832 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 8/14/2026. New 13F filings are added each quarter as they're published.
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