Who owns WATSCO INC?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WSO from SEC Form 13F filings across 785 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 785 institutions disclosed 37.8M shares of WATSCO INC worth $15.73B — about 99% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
785
13F holders
$15.73B
value, 2026 filers
99%
of shares outstanding (37.8M sh)
107
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WSO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.2M | $1.75B | 0.0% | 11% | +2.5% |
| 2 | Capital International Investors | 3.5M | $1.45B | 0.3% | 9.1% | +0.2% |
| 3 | Capital Research Global Investors | 1.9M | $792.7M | 0.1% | 5% | +0.2% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | $737.8M | 0.0% | 4.6% | +1.1% |
| 5 | FMR LLC | 1.7M | $710.6M | 0.0% | 4.5% | -9.8% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | $658.1M | 0.0% | 4.1% | +0.7% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | $607.9M | 0.1% | 3.8% | +8.9% |
| 8 | STATE STREET CORP | 1.3M | $551.3M | 0.0% | 3.5% | +3.9% |
| 9 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.1M | $472.7M | 1.5% | 3% | -14.7% |
| 10 | BAILLIE GIFFORD & CO | 1.1M | $470.7M | 0.4% | 3% | -0.7% |
| 11 | MORGAN STANLEY | 902,406 | $376.1M | 0.0% | 2.4% | +1.3% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 659,265 | $274.2M | 0.0% | 1.7% | +0.8% |
| 13 | Markel Group Inc. | 597,750 | $249.1M | 1.9% | 1.6% | +2.7% |
| 14 | BLAIR WILLIAM & CO/IL | 564,024 | $235.0M | 0.6% | 1.5% | -3.2% |
| 15 | DAVENPORT & Co LLC | 530,366 | $220.1M | 1.1% | 1.4% | -2.7% |
| 16 | WELLS FARGO & COMPANY/MN | 398,839 | $166.2M | 0.0% | 1% | -5.3% |
| 17 | RAYMOND JAMES FINANCIAL INC | 386,397 | $161.0M | 0.0% | 1% | -9.5% |
| 18 | UBS Group AG | 360,182 | $150.1M | 0.0% | 0.9% | -0.8% |
| 19 | NORGES BANKNEW | 340,450 | $141.9M | 0.0% | 0.9% | new |
| 20 | Capital World Investors | 339,018 | $141.3M | 0.0% | 0.9% | 0.0% |
| 21 | GOLDMAN SACHS GROUP INC | 333,871 | $139.1M | 0.0% | 0.9% | -40.5% |
| 22 | NORTHERN TRUST CORP | 333,627 | $139.0M | 0.0% | 0.9% | +2.6% |
| 23 | Hamlin Capital Management, LLC | 304,324 | $126.8M | 2.9% | 0.8% | -9.8% |
| 24 | CAPTRUST FINANCIAL ADVISORS | 299,013 | $124.6M | 0.2% | 0.8% | -9.6% |
| 25 | BANK OF AMERICA CORP /DE/ | 286,256 | $119.3M | 0.0% | 0.8% | +19.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.