WSO · Watsco Inc · Shareholders & Ownership

$305.09 +3.24 (+1.07%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$12.65B

41.25M

Volume · Oct 21 304.69K Avg daily vol (3M) 529.94K

Every disclosed holder of WSO in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns WSO

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	790	38,354,673	92.98%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	2,897,521	7.02%	Rest
Registered funds (N-PORT, not summed)	453	17,783,094	43.11%	No

Shares outstanding: 41,252,194, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of WSO

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 Classes WSO, WSO-B, carried, not yet filed for the newest quarter	4,192,920	10.16%	+102,864	Jun 30, 2026	Classes WSO, WSO-B, carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,197,960	2.90%	+41,643	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	564,989	1.37%	-1,871	Jul 31, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	175,396	0.43%	-2,042	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	144,067	0.35%	+11,349	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Core High Dividend ETF Fund S000031844 · Registered fund · Jul 31, 2026 iShares Trust, not summed	82,520	0.20%	+12,554	Jul 31, 2026	iShares Trust, not summed
2	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,485,525	8.45%	+8,294	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,902,230	4.61%	+3,627	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	1,789,161	4.34%	+116,795	Jul 31, 2026	Washington Mutual Investors Fund, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,770,531	4.29%	+19,477	Jun 30, 2026	carried, not yet filed for the newest quarter
6	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,705,273	4.13%	-185,049	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Fidelity Growth and Income Portfolio Fund S000007198 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	184,714	0.45%	+14,100	Jul 31, 2026	Fidelity Securities Fund, not summed
6.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	180,154	0.44%	-2,790	May 31, 2026	Fidelity Concord Street Trust, not summed
6.3	Fidelity Equity-Income Fund Fund S000006064 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	173,651	0.42%	+19,861	Jul 31, 2026	Fidelity Devonshire Trust, not summed
6.4	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	132,365	0.32%	+3,458	Jul 31, 2026	Fidelity Salem Street Trust, not summed
6.5	VIP Equity-Income Portfolio Fund S000007716 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund, not summed	108,420	0.26%	+12,562	Jun 30, 2026	Variable Insurance Products Fund, not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,579,210	3.83%	+11,711	Jun 30, 2026	carried, not yet filed for the newest quarter
8	American Mutual Fund Fund S000008999 · Registered fund · Jul 31, 2026 American Mutual Fund, not summed	1,548,543	3.75%	0	Jul 31, 2026	American Mutual Fund, not summed
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,459,768	3.54%	+119,367	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Schwab U.S. Dividend Equity ETF Fund S000034163 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	833,804	2.02%	-244,335	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
9.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	94,371	0.23%	-55	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
9.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	36,582	0.09%	+823	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
9.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	21,148	0.05%	+600	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
9.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	20,688	0.05%	+491	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,323,011	3.21%	+49,070	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	177,201	0.43%	+6,582	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	53,751	0.13%	+51	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	12,083	0.03%	-160	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
10.4	State Street(R) SPDR(R) Russell 1000 Yield Focus ETF Fund S000051787 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	7,481	0.02%	+987	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	6,436	0.02%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
11	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,134,361	2.75%	-194,844	Jun 30, 2026	carried, not yet filed for the newest quarter
12	BAILLIE GIFFORD & CO 13F CIK 1088875 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,129,536	2.74%	-7,722	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,111,257	2.69%	-754	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 Classes WSO, WSO-B, carried, not yet filed for the newest quarter	902,995	2.19%	+11,414	Jun 30, 2026	Classes WSO, WSO-B, carried, not yet filed for the newest quarter
14.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	111	0.00%	-1	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
14.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	77	0.00%	+24	Jul 31, 2026	E Trade Trust, not summed
14.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	42	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
14.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	15	0.00%	0	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
14.5	Permanence Portfolio Fund S000068163 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	9	0.00%	-27	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	802,543	1.95%	-2,724	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	659,265	1.60%	+5,235	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD U.S. GROWTH FUND Fund S000004444 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	617,173	1.50%	+241,711	May 31, 2026	VANGUARD WORLD FUND, not summed
18	Markel Group Inc. 13F CIK 1096343 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	597,750	1.45%	+15,581	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Capital Income Builder Fund S000009000 · Registered fund · Jul 31, 2026 Capital Income Builder, not summed	576,685	1.40%	-42,839	Jul 31, 2026	Capital Income Builder, not summed
20	BLAIR WILLIAM & CO/IL 13F CIK 902367 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	564,024	1.37%	-18,676	Jun 30, 2026	carried, not yet filed for the newest quarter
21	DAVENPORT & Co LLC 13F CIK 887777 · Registered investment adviser · Sep 30, 2026	532,261	1.29%	+1,895	Sep 30, 2026
21.1	DAVENPORT VALUE & INCOME FUND Fund S000030554 · Registered fund · Jun 30, 2026 Williamsburg Investment Trust, not summed	78,829	0.19%	0	Jun 30, 2026	Williamsburg Investment Trust, not summed
21.2	DAVENPORT EQUITY OPPORTUNITIES FUND Fund S000030555 · Registered fund · Jun 30, 2026 Williamsburg Investment Trust, not summed	56,914	0.14%	0	Jun 30, 2026	Williamsburg Investment Trust, not summed
21.3	DAVENPORT BALANCED INCOME FUND Fund S000052150 · Registered fund · Jun 30, 2026 Williamsburg Investment Trust, not summed	11,792	0.03%	0	Jun 30, 2026	Williamsburg Investment Trust, not summed
22	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	466,541	1.13%	0	Jun 30, 2026	American Funds Fundamental Investors, not summed
23	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	462,721	1.12%	+12,148	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	401,444	0.97%	+11,455	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	398,839	0.97%	-22,349	Jun 30, 2026	carried, not yet filed for the newest quarter
26	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	386,397	0.94%	-41,065	Jun 30, 2026	carried, not yet filed for the newest quarter
27	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	360,182	0.87%	-2,945	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	340,450	0.83%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	339,018	0.82%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Income Fund of America Fund S000008814 · Registered fund · Jul 31, 2026 Income Fund of America, not summed	339,018	0.82%	0	Jul 31, 2026	Income Fund of America, not summed
31	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 Classes WSO, WSO-B, carried, not yet filed for the newest quarter	335,225	0.81%	-226,815	Jun 30, 2026	Classes WSO, WSO-B, carried, not yet filed for the newest quarter
31.1	Goldman Sachs Small/Mid Cap Growth Fund Fund S000009322 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	23,197	0.06%	-1,051	May 31, 2026	Goldman Sachs Trust, not summed
31.2	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	10,499	0.03%	0	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
31.3	Goldman Sachs Rising Dividend Growth Fund Fund S000036119 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	6,570	0.02%	-230	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
31.4	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	4,167	0.01%	-13,029	Jul 31, 2026	Goldman Sachs Trust, not summed
31.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	1,188	0.00%	+6	May 31, 2026	Goldman Sachs ETF Trust II, not summed
32	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	333,627	0.81%	+8,321	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	22,754	0.06%	+760	Jun 30, 2026	Northern Funds, not summed
32.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	648	0.00%	+32	Jul 31, 2026	FlexShares Trust, not summed
33	CONFLUENCE INVESTMENT MANAGEMENT LLC 13F CIK 1442056 · Registered investment adviser · Sep 30, 2026	320,431	0.78%	+320,431	Sep 30, 2026
34	Hamlin Capital Management, LLC 13F CIK 1277403 · Registered investment adviser · Sep 30, 2026	303,183	0.74%	-1,141	Sep 30, 2026
34.1	Hamlin High Dividend Equity Fund Fund S000036634 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND, not summed	124,207	0.30%	-7,121	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND, not summed
35	CAPTRUST FINANCIAL ADVISORS 13F CIK 1512024 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	299,013	0.72%	-31,870	Jun 30, 2026	carried, not yet filed for the newest quarter
36	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	286,256	0.69%	+46,650	Jun 30, 2026	carried, not yet filed for the newest quarter
37	BAHL & GAYNOR INC 13F CIK 872259 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	267,656	0.65%	+5,732	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Bahl & Gaynor Small/Mid Cap Income Growth ETF Fund S000072560 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	86,623	0.21%	+3,368	Jun 30, 2026	ETF Series Solutions, not summed
38	CALEDONIA INVESTMENTS PLC 13F CIK 1037766 · Unknown · Sep 30, 2026	261,439	0.63%	+28,512	Sep 30, 2026
39	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	260,848	0.63%	-31,508	Jun 30, 2026	carried, not yet filed for the newest quarter
40	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	246,130	0.60%	+71,579	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	MidCap Fund Fund S000007075 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	51,592	0.13%	—	Jul 31, 2026	Principal Funds, Inc, not summed
40.2	Small-MidCap Dividend Income Fund Fund S000032942 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	31,346	0.08%	-2,876	May 31, 2026	Principal Funds, Inc, not summed
40.3	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	13,382	0.03%	+22	Jul 31, 2026	Principal Funds, Inc, not summed
40.4	MidCap Account Fund S000007662 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	1,081	0.00%	—	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
40.5	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	785	0.00%	+294	Jul 31, 2026	Principal Funds, Inc, not summed
41	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 Classes WSO, WSO-B, carried, not yet filed for the newest quarter	245,542	0.60%	+8,360	Jun 30, 2026	Classes WSO, WSO-B, carried, not yet filed for the newest quarter
41.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	48,222	0.12%	+5,078	Jul 31, 2026	Dimensional ETF Trust, not summed
41.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	25,422	0.06%	+651	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
41.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	24,193	0.06%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
41.4	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	16,830	0.04%	+217	Jul 31, 2026	Dimensional ETF Trust, not summed
41.5	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	10,469	0.03%	+428	Jul 31, 2026	Dimensional ETF Trust, not summed
42	Growth-Income Fund Fund S000008795 · Registered fund · Jun 30, 2026 AMERICAN FUNDS INSURANCE SERIES, not summed	236,084	0.57%	0	Jun 30, 2026	AMERICAN FUNDS INSURANCE SERIES, not summed
43	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	235,013	0.57%	-16,765	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,090	0.01%	+4	Jul 31, 2026	BNY Mellon ETF Trust, not summed
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	221,702	0.54%	+4,951	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Welch & Forbes LLC 13F CIK 105495 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	209,280	0.51%	-525	Jun 30, 2026	carried, not yet filed for the newest quarter
46	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	207,064	0.50%	+5,765	Jun 30, 2026	carried, not yet filed for the newest quarter
47	BROWN BROTHERS HARRIMAN & CO 13F CIK 14661 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	203,204	0.49%	-22,792	Jun 30, 2026	carried, not yet filed for the newest quarter
48	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	200,000	0.48%	0	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
49	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	198,375	0.48%	0	May 31, 2026	Growth Fund of America, not summed
50	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	198,052	0.48%	+1,979	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed

97 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 105016 CUSIP 942622200 13F (30d) 126 filings 119 filers Visit website Investor relations