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Equibles

WSO

Watsco Inc
$404.71 -2.91 (-0.71%) At close · Jul 2
Market Cap
$19.07B
Shares
40,657,534

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 769
Total Value: $13,456,425,614
Total Shares: 36,989,151
Showing 1–100 of 780 holdings by value · page 1 of 8

Institutional Ownership Trend

26 quarters

Superinvestors Holding WSO

All superinvestors →
Thomas Gayner $211,787,260 Joel Greenblatt $23,125,402

Holder Concentration

Across 769 13F filers
Top Holder
11.1%
Jun 2023 → Mar 2026 · range 10.1% – 12.4%
of institutional value
Top 5
34.9%
Jun 2023 → Mar 2026 · range 32.9% – 40.9%
of institutional value
Top 10
51.1%
Jun 2023 → Mar 2026 · range 45.9% – 54.4%
of institutional value
HHI
365
Jun 2023 → Mar 2026 · range 331 – 447
Broadly held
Showing 100 of 780
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $1,487,921,098 11.06% 4,090,055
Mega Capital International Investors $1,264,981,865 9.40% 3,477,231
Mega Capital Research Global Investors $690,692,785 5.13% 1,898,603
Mega FMR LLC $687,680,237 5.11% 1,890,322
Mega VANGUARD CAPITAL MANAGEMENT LLC $570,240,461 4.24% 1,567,499
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $487,624,478 3.62% 1,340,401
Large KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $483,551,485 3.59% 1,329,205
Mega STATE STREET CORP $463,446,996 3.44% 1,273,941
Large BAILLIE GIFFORD & CO $413,723,086 3.07% 1,137,258
Mega MORGAN STANLEY $324,133,975 2.41% 890,992
Mega GEODE CAPITAL MANAGEMENT, LLC $237,929,572 1.77% 654,030
Large BLAIR WILLIAM & CO/IL $211,980,433 1.58% 582,700
Large Markel Group Inc. $211,787,260 1.57% 582,169
Mega GOLDMAN SACHS GROUP INC $203,966,864 1.52% 560,672
Large DAVENPORT & Co LLC $198,366,683 1.47% 545,278
Mega RAYMOND JAMES FINANCIAL INC $155,303,768 1.15% 426,905
Mega WELLS FARGO & COMPANY/MN $153,223,979 1.14% 421,188
Mega UBS Group AG $132,101,969 0.98% 363,127
Mega Capital World Investors $123,331,358 0.92% 339,018
Mid Hamlin Capital Management, LLC $122,719,099 0.91% 337,335
Large CAPTRUST FINANCIAL ADVISORS $120,371,926 0.89% 330,883
Mega NORTHERN TRUST CORP Bank $118,343,065 0.88% 325,306
Mega TWO SIGMA INVESTMENTS, LP $109,171,923 0.81% 300,096
Mega ENVESTNET ASSET MANAGEMENT INC $106,356,189 0.79% 292,356
Large BAHL & GAYNOR INC $95,285,331 0.71% 261,924
Mega Bank of New York Mellon Corp Bank $91,594,311 0.68% 251,778
Mega BANK OF AMERICA CORP /DE/ Bank $87,166,264 0.65% 239,606
Small CALEDONIA INVESTMENTS PLC $84,736,513 0.63% 232,927
Mega DIMENSIONAL FUND ADVISORS LP $82,550,134 0.61% 226,917
Large BROWN BROTHERS HARRIMAN & CO $82,215,084 0.61% 225,996
Mega VANGUARD FIDUCIARY TRUST CO Bank $78,851,846 0.59% 216,751
Large RENAISSANCE TECHNOLOGIES LLC $78,724,156 0.59% 216,400
Mid Welch & Forbes LLC $76,324,960 0.57% 209,805
Mega JPMORGAN CHASE & CO $73,230,560 0.54% 201,299
Mega PRINCIPAL FINANCIAL GROUP INC $63,499,907 0.47% 174,551
Mid Vantage Investment Partners, LLC $62,522,404 0.46% 171,864
Mid DONALDSON CAPITAL MANAGEMENT, LLC $59,166,441 0.44% 162,639
Mid SG Capital Management LLC $58,639,673 0.44% 161,191
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $54,459,363 0.40% 149,700
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $54,456,447 0.40% 149,692
Large JACOBS LEVY EQUITY MANAGEMENT, INC $53,615,370 0.40% 147,380
Mid Junto Capital Management LP $52,804,482 0.39% 145,151
Mega ROYAL BANK OF CANADA Bank $52,448,694 0.39% 144,173
Large Corient Private Wealth LLC $52,100,547 0.39% 143,216
Mid BENJAMIN EDWARDS INC $51,622,164 0.38% 141,901
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $51,403,527 0.38% 141,300
Mega WELLINGTON MANAGEMENT GROUP LLP $50,992,443 0.38% 140,170
Large Epoch Investment Partners, Inc. $48,554,686 0.36% 133,469
Mid RIVERBRIDGE PARTNERS LLC $47,924,967 0.36% 131,738
Mega NEUBERGER BERMAN GROUP LLC $47,468,046 0.35% 130,482
Large CIBC Bancorp USA Inc. Bank $46,530,194 0.35% 127,904
Mid KAMES CAPITAL plc $45,512,675 0.34% 125,107
Large Baird Financial Group, Inc. $44,457,320 0.33% 122,206
Mid Conestoga Capital Advisors, LLC $44,347,456 0.33% 121,904
Large STIFEL FINANCIAL CORP $40,293,379 0.30% 110,760
Mid Employees Retirement System of Texas Pension $38,998,651 0.29% 107,201
Mega RHUMBLINE ADVISERS $38,965,546 0.29% 107,110
Large KING LUTHER CAPITAL MANAGEMENT CORP $38,591,934 0.29% 106,083
Mega Legal & General Group Plc $37,744,666 0.28% 103,754
Large BROWN ADVISORY INC $37,433,990 0.28% 102,900
Mega Swiss National Bank Bank $37,282,654 0.28% 102,484
Mid SG Capital Management LLC $36,379,000 0.27% 100,000
Mid ANCHOR CAPITAL ADVISORS LLC $33,242,402 0.25% 91,378
Mid DEARBORN PARTNERS LLC $32,591,946 0.24% 89,590
Mega CITIGROUP INC $31,086,582 0.23% 85,452
Mid HOWLAND CAPITAL MANAGEMENT LLC $30,254,231 0.22% 83,164
Mid Fenimore Asset Management Inc $29,456,440 0.22% 80,971
Mid Wilkinson Global Asset Management LLC $28,406,177 0.21% 78,084
Mega Invesco Ltd. $27,444,678 0.20% 75,441
Mega Nuveen, LLC $27,393,386 0.20% 75,300
Large ALPS ADVISORS INC $25,998,979 0.19% 71,467
Mid CAPITAL ADVISORS INC/OK $25,861,103 0.19% 71,088
Mega Sumitomo Mitsui Trust Group, Inc. $25,440,926 0.19% 69,933
Mega AMERIPRISE FINANCIAL INC $24,945,805 0.19% 68,572
Mid Curi Capital, LLC $23,884,632 0.18% 65,655
Mega DEUTSCHE BANK AG\ Bank $23,237,810 0.17% 63,877
Large Gotham Asset Management, LLC $23,125,402 0.17% 63,568
Large Capital International, Inc./CA/ $23,119,218 0.17% 63,551
Large NATIXIS ADVISORS, LLC $23,000,622 0.17% 63,225
Mid GENEVA CAPITAL MANAGEMENT LLC $21,848,863 0.16% 60,059
Large JONES FINANCIAL COMPANIES LLLP $21,341,739 0.16% 58,665
Large Swedbank AB Bank $21,177,671 0.16% 58,214
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $20,915,014 0.16% 57,492
Large Russell Investments Group, Ltd. $20,584,320 0.15% 56,583
Small DUDLEY & SHANLEY, INC. $20,260,192 0.15% 55,692
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $20,009,905 0.15% 55,004
Large Retirement Systems of Alabama Pension $19,994,625 0.15% 54,962
Mega NORDEA INVESTMENT MANAGEMENT AB $19,744,701 0.15% 54,275
Large Handelsbanken Fonder AB $19,185,557 0.14% 52,738
Small Pembroke Management, LTD $18,872,697 0.14% 51,878
Mid HEARTLAND ADVISORS INC $18,769,017 0.14% 51,593
Mid DDD Partners, LLC $18,369,939 0.14% 50,496
Mid Premier Fund Managers Ltd $18,332,833 0.14% 50,394
Large CANADA LIFE ASSURANCE Co Insurance $18,022,884 0.13% 49,542
Mega ALLIANCEBERNSTEIN L.P. $17,463,375 0.13% 48,004
Large FIFTH THIRD BANCORP Bank $17,304,398 0.13% 47,567
Mega Amundi $17,304,398 0.13% 47,567
Mega MILLENNIUM MANAGEMENT LLC $17,014,094 0.13% 46,769
Mega VICTORY CAPITAL MANAGEMENT INC $16,936,607 0.13% 46,556
Mega California Public Employees Retirement System Pension $16,831,835 0.13% 46,268
Key facts CIK 105016 CUSIP 942622200 13F (30d) 17 filings 10 filers Visit website Investor relations

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