WATSCO INC - Common Stock (WSO)

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / Common Stock
Shares outstanding
34,954,712
Total 13F shares
922,696
Share change
-61,999
Total reported value
$395,344,887
Price per share
$428.47
Number of holders
8
Value change
-$26,506,490
Number of buys
4
Number of sells
6

Institutional Holders of WATSCO INC - Common Stock (WSO) as of Q4 2023

As of 31 Dec 2023, WATSCO INC - Common Stock (WSO) was held by 8 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 922,696 shares. The largest 10 holders included BlackRock Inc., VANGUARD GROUP INC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, BAILLIE GIFFORD & CO, FMR LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, STATE STREET CORP, Capital World Investors, BLAIR WILLIAM & CO/IL, and NEUBERGER BERMAN GROUP LLC. This page lists 722 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.