WATSCO INC - Common Stock (WSO) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
WSO on NYSE
Shares outstanding
34,954,712
Price per share
$336.95
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
36,035,666
Total reported value
$14,563,275,643
% of total 13F portfolios
0.01%
Share change
+1,385,300
Value change
+$535,744,746
Number of holders
767
Price from insider filings
$336.95
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of WATSCO INC - Common Stock (WSO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Capital International Investors 11% $1,493,146,205 3,693,164 Capital International Investors 31 Oct 2025
FMR LLC 8.9% $1,498,250,692 3,112,989 FMR LLC 30 Jun 2025

As of 30 Sep 2025, 767 institutional investors reported holding 36,035,666 shares of WATSCO INC - Common Stock (WSO). This represents 103% of the company’s total 34,954,712 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WATSCO INC - Common Stock (WSO) together control 73% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 11% 3,742,487 -0.79% 0.03% $1,513,087,337
VANGUARD GROUP INC 10% 3,551,068 -0.59% 0.02% $1,435,696,793
FMR LLC 8.6% 3,001,863 -3.6% 0.06% $1,213,652,783
Capital International Investors 6.5% 2,285,895 +741% 0.15% $924,187,325
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4.4% 1,546,404 +0.89% 1.5% $625,211,444
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4.3% 1,513,166 +1.8% 0.1% $611,541,858
STATE STREET CORP 3.5% 1,238,121 +1.4% 0.02% $500,572,320
BAILLIE GIFFORD & CO 2.7% 944,086 -3.3% 0.28% $381,693,969
BLAIR WILLIAM & CO/IL 2.3% 799,956 -0.83% 0.86% $323,422,258
Capital World Investors 1.8% 634,018 0% 0.04% $256,333,477
GEODE CAPITAL MANAGEMENT, LLC 1.8% 632,838 +0.57% 0.02% $255,103,746
MORGAN STANLEY 1.8% 612,942 +3.9% 0.02% $247,812,949
Markel Group Inc. 1.6% 565,169 0% 1.9% $228,497,827
NEUBERGER BERMAN GROUP LLC 1.4% 482,107 -8.1% 0.14% $194,915,675
WELLS FARGO & COMPANY/MN 1.3% 452,612 -2.4% 0.04% $182,991,434
RAYMOND JAMES FINANCIAL INC 1.2% 409,568 +9.3% 0.05% $165,588,298
Hamlin Capital Management, LLC 1.2% 405,480 +13% 3.7% $163,935,564
CAPTRUST FINANCIAL ADVISORS 1.1% 390,480 +0.35% 0.32% $157,871,192
DAVENPORT & Co LLC 1% 356,844 +11% 0.77% $143,748,040
GOLDMAN SACHS GROUP INC 0.97% 337,585 -2.1% 0.02% $136,485,511
NORTHERN TRUST CORP 0.94% 328,796 +1.2% 0.02% $132,932,224
JPMORGAN CHASE & CO 0.9% 315,625 -8.1% 0.01% $127,607,680
Bank of New York Mellon Corp 0.88% 306,090 -2.9% 0.02% $123,752,406
ENVESTNET ASSET MANAGEMENT INC 0.79% 276,750 +5.3% 0.03% $111,889,944
BAHL & GAYNOR INC 0.74% 258,285 -7.1% 0.52% $104,424,626

Institutional Holders of WATSCO INC - Common Stock (WSO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,300,623 $439,737,417 +$5,490,749 $336.95 60
2025 Q3 36,035,666 $14,563,275,643 +$535,744,746 $404.30 767
2025 Q2 34,645,136 $15,298,209,277 -$234,712,882 $441.62 798
2025 Q1 35,132,241 $17,847,298,567 +$150,182,465 $508.30 829
2024 Q4 35,212,810 $16,687,303,772 +$50,814,428 $473.89 808
2024 Q3 35,040,300 $17,236,472,677 -$415,551,779 $491.88 775
2024 Q2 35,955,743 $16,661,715,865 +$75,024,456 $463.24 766
2024 Q1 35,757,914 $15,431,263,866 +$89,082,759 $431.97 734
2023 Q4 922,696 $395,344,887 -$26,506,490 $428.47 8
2023 Q3 35,526,401 $13,401,490,575 +$286,462,152 $377.72 670
2023 Q2 34,842,190 $13,267,728,990 +$276,305,922 $381.47 665
2023 Q1 34,191,086 $10,862,708,093 +$159,623,673 $318.16 596
2022 Q4 33,253,934 $8,285,312,061 +$208,644,582 $249.40 552
2022 Q3 31,580,496 $8,128,881,670 +$202,574,453 $257.46 518
2022 Q2 31,005,625 $7,405,541,046 +$341,337,482 $238.82 494
2022 Q1 29,595,275 $9,012,037,066 +$97,019,372 $304.64 479
2021 Q4 30,182,942 $9,437,240,882 -$3,217,564 $312.88 507
2021 Q3 30,183,953 $7,989,321,569 -$23,843,049 $264.62 467
2021 Q2 30,242,604 $8,665,061,689 -$4,095,393 $286.64 463
2021 Q1 30,303,482 $7,895,540,686 -$57,329,386 $260.75 456
2020 Q4 30,832,762 $6,985,180,025 -$78,132,069 $226.55 432
2020 Q3 31,158,584 $7,254,459,257 -$188,615,472 $232.89 427
2020 Q2 31,911,669 $5,670,562,234 +$152,110,545 $177.70 377
2020 Q1 30,354,094 $4,796,396,505 -$21,321,439 $158.03 361
2019 Q4 30,728,604 $5,535,780,606 +$70,731,614 $180.15 376
2019 Q3 30,552,075 $5,166,449,453 +$133,939,407 $169.18 366
2019 Q2 29,771,034 $4,868,265,448 +$106,096,427 $163.53 376
2019 Q1 29,711,162 $4,257,370,422 +$37,988,058 $143.21 359
2018 Q4 29,415,829 $4,093,097,018 -$183,924,911 $139.14 337
2018 Q3 30,555,976 $5,436,338,058 -$136,075,536 $178.10 356
2018 Q2 31,288,035 $5,575,322,897 +$233,826,434 $178.28 348
2018 Q1 30,929,610 $5,594,753,567 +$152,534,634 $180.97 339
2017 Q4 30,274,638 $5,145,218,830 +$76,633,578 $170.04 337
2017 Q3 29,711,683 $4,784,617,438 +$52,761,872 $161.07 290
2017 Q2 29,437,908 $4,538,753,076 +$166,100,777 $154.20 290
2017 Q1 28,413,565 $4,071,216,586 +$908,434,042 $143.18 304
2016 Q4 24,121,047 $3,573,124,167 +$24,760,818 $148.12 284
2016 Q3 23,966,218 $3,375,268,278 -$8,392,551 $140.90 271
2016 Q2 23,899,401 $3,362,364,915 +$7,361,733 $140.69 265
2016 Q1 23,952,042 $3,226,738,837 +$58,268,264 $134.74 255
2015 Q4 23,551,980 $2,758,576,490 +$1,570,241 $117.13 245
2015 Q3 23,483,775 $2,782,376,179 -$44,780,021 $118.48 228
2015 Q2 23,736,206 $2,932,173,962 -$37,225,965 $123.74 217
2015 Q1 24,380,188 $3,063,478,963 -$6,969,399 $125.70 195
2014 Q4 23,770,601 $2,543,797,959 +$49,840,747 $107.00 186
2014 Q3 24,132,932 $2,079,768,003 -$8,188,858 $86.18 187
2014 Q2 23,988,021 $2,464,586,953 +$39,111,607 $102.76 200
2014 Q1 23,975,441 $2,395,260,548 +$62,528,916 $99.91 199