Who owns WSO?
Institutional ownership of Watsco Inc. from Form 13F, Q2 2026
782 institutional managers reported holding Watsco Inc. (WSO) in Form 13F filings for Q2 2026, with 37,916,833 shares worth $15.8B. The largest reported holder was BlackRock, Inc. Managers that filed both quarters cut a net 159,053 shares (-0.4%). 89 opened new positions and 72 sold out.
- Funds holding
- 782
- Value held
- $15.8B
- New / sold out
- 89 / 72
- Net shares, same filers
- -0.4%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of WSO
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| BlackRock, Inc. | $1.7B | 11.1% | 4,192,919 | Added |
| Capital International Investors | $1.5B | 9.2% | 3,485,525 | Added |
| Capital Research Global Investors | $793M | 5.0% | 1,902,230 | Added |
| Vanguard Portfolio Management LLC | $738M | 4.7% | 1,770,531 | Added |
| FMR LLC | $711M | 4.5% | 1,705,273 | Trimmed |
| Vanguard Capital Management LLC | $658M | 4.2% | 1,579,210 | Added |
| Charles Schwab Investment Management Inc | $608M | 3.8% | 1,459,768 | Added |
| State Street Corp | $551M | 3.5% | 1,323,011 | Added |
| Kayne Anderson Rudnick Investment Management LLC | $473M | 3.0% | 1,134,361 | Trimmed |
| Baillie Gifford & Co | $471M | 3.0% | 1,129,536 | Trimmed |
| Morgan Stanley | $376M | 2.4% | 902,406 | Added |
| Geode Capital Management, LLC | $274M | 1.7% | 659,265 | Added |
| Markel Group Inc. | $249M | 1.6% | 597,750 | Added |
| Blair William & Co | $235M | 1.5% | 564,024 | Trimmed |
| DAVENPORT & Co LLC | $220M | 1.4% | 530,366 | Trimmed |
| Wells Fargo & Company | $166M | 1.1% | 398,839 | Trimmed |
| Raymond James Financial Inc | $161M | 1.0% | 386,397 | Trimmed |
| UBS Group AG | $150M | 0.9% | 360,182 | Trimmed |
| Norges Bank | $142M | 0.9% | 340,450 | New |
| Capital World Investors | $141M | 0.9% | 339,018 | Unchanged |
| Goldman Sachs Group Inc | $139M | 0.9% | 333,871 | Trimmed |
| Northern Trust Corp | $139M | 0.9% | 333,627 | Added |
| Hamlin Capital Management, LLC | $127M | 0.8% | 304,324 | Trimmed |
| Captrust Financial Advisors | $125M | 0.8% | 299,013 | Trimmed |
| Bank of America Corp | $119M | 0.8% | 286,256 | Added |
Share of 13F holdings is each fund's shares as a share of the 37,916,833 WSO shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Norges Bank New+$142M
- Findlay Park Partners LLP New+$78.7M
- Charles Schwab Investment Management Inc Added+$49.7M
- BlackRock, Inc. Added+$42.9M
- Ameriprise Financial Inc Added+$38.4M
- Dearborn Partners LLC Added+$32.4M
- Principal Financial Group Inc Added+$29.8M
- Giverny Capital Inc. New+$27.5M
- AE Wealth Management LLC Added+$27.0M
- Citigroup Inc Added+$22.5M
Biggest sellers in Q2 2026
- Goldman Sachs Group Inc Trimmed-$94.5M
- Two Sigma Investments, LP Trimmed-$85.2M
- Kayne Anderson Rudnick Investment Management LLC Trimmed-$81.2M
- FMR LLC Trimmed-$77.1M
- SG Capital Management LLC Trimmed-$58.3M
- Junto Capital Management LP Sold out-$52.8M
- Employees Retirement System of Texas Trimmed-$42.3M
- Renaissance Technologies LLC Trimmed-$27.2M
- Conestoga Capital Advisors, LLC Trimmed-$17.1M
- Raymond James Financial Inc Trimmed-$16.9M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $904M and sold $957M; 244 added and 296 trimmed.
Questions about WSO ownership
- Who owns WSO stock?
- 782 institutional investment managers reported WSO positions in their Form 13F filings for Q2 2026, holding 37,916,833 shares worth $15.8B in total. BlackRock, Inc. reported the largest position.
- Are funds buying or selling WSO?
- In Q2 2026, 89 managers opened new WSO positions, 244 added, 296 trimmed and 72 sold out. Managers that filed in both quarters sold a net 159,053 shares.
- How current is this WSO institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to WSO by CUSIP. Options are left out. WSO news and filings · WSO insider trades · Top funds