Latest Period
Q1 2026
Security Snapshot
WATSCO INC - Common Stock (WSO) Institutional Ownership
CUSIP: 942622200
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
762
Shares (Excl. Options)
38,271,056
Price
$363.79
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- Security type / class
- Equity / Common Stock
- Symbol
- WSO on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 38,271,056
- Total 13F value
- $13,915,160,266
- Portfolio coverage rank
- 0.01%
- Share change
- +887,939
- Value change
- +$347,790,706
- Number of holders
- 762
- Shares outstanding
- 35,059,030
- SEC-reported price per share
- $417.98
- Insider filing price
- $417.98
Latest holder snapshot
5 facts
Issuer context
3 facts
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- WSO - WATSCO INC - Common Stock is tracked under CUSIP 942622200.
- 762 institutions reported positions in Q1 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 763 to 762 between Q4 2025 and Q1 2026.
- Reported value moved from $12,616,607,634 to $13,915,160,266.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 762 institutions filings for Q1 2026.
Security key
942622200
Latest holder period
Q1 2026
13F holders
762
13D/G owners
5
CIK / CUSIP context first
Open Q1 2026 holders
WSO full holder history
WATSCO INC SEC filings
WATSCO INC company facts
WATSCO INC insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 942622200:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
5
Security
WSO
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Capital International Investors | 10% | -24% | $1,331,118,435 | -$437,490,433 | 3,540,962 | -25% | Capital International Investors | 31 Mar 2026 |
| FMR LLC | 5.6% | -37% | $662,747,309 | -$386,175,369 | 1,966,899 | -37% | FMR LLC | 31 Dec 2025 |
| Capital Research Global Investors | 5.4% | $713,722,840 | 1,898,603 | Capital Research Global Investors | 31 Mar 2026 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5.2% | $664,850,963 | 1,827,568 | Vanguard Capital Management | 31 Mar 2026 | |||
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5% | $638,548,218 | 1,755,266 | Vanguard Portfolio Management | 31 Mar 2026 |
As of 31 Mar 2026, 762 institutional investors reported holding 38,271,056 shares of WATSCO INC - Common Stock (WSO). This represents 109% of the company’s total 35,059,030 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
76%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12% | 4,090,055 | +11% | 0.03% | $1,487,921,010 |
| Capital International Investors | 9.9% | 3,477,231 | -25% | 0.3% | $1,264,431,578 |
| Capital Research Global Investors | 5.4% | 1,898,603 | 0.11% | $690,677,015 | |
| FMR LLC | 5.4% | 1,890,322 | -3.9% | 0.04% | $687,680,419 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5% | 1,751,054 | 0% | 0.03% | $637,015,935 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5% | 1,567,499 | 0% | 0.01% | $570,240,461 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.8% | 1,340,401 | -14% | 0.07% | $487,195,543 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.8% | 1,329,205 | -5.5% | 1.4% | $483,551,523 |
| STATE STREET CORP | 3.6% | 1,273,941 | +2.7% | 0.02% | $463,446,996 |
| BAILLIE GIFFORD & CO | 3.2% | 1,137,258 | +24% | 0.42% | $413,723,088 |
| MORGAN STANLEY | 2.5% | 890,992 | +8% | 0.02% | $324,134,622 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 654,030 | +2.5% | 0.01% | $237,450,497 |
| BLAIR WILLIAM & CO/IL | 1.7% | 582,700 | -14% | 0.61% | $211,980,580 |
| Markel Group Inc. | 1.7% | 582,169 | +0.78% | 1.8% | $211,787,262 |
| GOLDMAN SACHS GROUP INC | 1.6% | 560,672 | +84% | 0.03% | $203,966,809 |
| DAVENPORT & Co LLC | 1.6% | 545,278 | +16% | 1.1% | $198,366,683 |
| RAYMOND JAMES FINANCIAL INC | 1.2% | 426,905 | +8.4% | 0.05% | $155,303,673 |
| WELLS FARGO & COMPANY/MN | 1.2% | 421,188 | -1.2% | 0.03% | $153,224,262 |
| UBS Group AG | 1% | 363,127 | +94% | 0.02% | $132,101,972 |
| Capital World Investors | 0.97% | 339,018 | -22% | 0.02% | $123,331,358 |
| Hamlin Capital Management, LLC | 0.96% | 337,335 | -0.88% | 3% | $122,719,100 |
| CAPTRUST FINANCIAL ADVISORS | 0.94% | 330,883 | -17% | 0.21% | $120,357,187 |
| NORTHERN TRUST CORP | 0.93% | 325,306 | +1.9% | 0.02% | $118,343,069 |
| TWO SIGMA INVESTMENTS, LP | 0.86% | 300,096 | -26% | 0.09% | $109,171,924 |
| ENVESTNET ASSET MANAGEMENT INC | 0.83% | 292,356 | +34% | 0.03% | $106,356,254 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 38,271,056 | $13,915,160,266 | +$347,790,706 | $363.79 | 762 |
| 2025 Q4 | 37,408,811 | $12,616,607,634 | +$359,652,903 | $336.95 | 763 |
| 2025 Q3 | 36,040,460 | $14,565,214,125 | +$545,770,287 | $404.30 | 773 |
| 2025 Q2 | 34,645,136 | $15,298,209,277 | -$234,712,890 | $441.62 | 798 |
| 2025 Q1 | 35,170,245 | $17,866,616,478 | +$150,703,555 | $508.30 | 833 |
| 2024 Q4 | 35,224,088 | $16,692,574,778 | -$68,638,528 | $473.89 | 815 |
| 2024 Q3 | 35,303,873 | $17,366,121,225 | -$274,082,994 | $491.88 | 780 |
| 2024 Q2 | 35,930,688 | $16,650,107,655 | -$91,374,300 | $463.24 | 769 |
| 2024 Q1 | 36,093,062 | $15,576,037,229 | +$207,968,163 | $431.97 | 737 |
| 2023 Q4 | 35,637,290 | $15,244,342,728 | -$333,746,789 | $428.47 | 722 |
| 2023 Q3 | 36,168,798 | $13,644,138,086 | +$308,122,145 | $377.72 | 679 |
| 2023 Q2 | 35,486,718 | $13,513,596,912 | +$370,252,746 | $381.47 | 673 |
| 2023 Q1 | 34,628,317 | $11,001,731,301 | +$153,025,290 | $318.16 | 605 |
| 2022 Q4 | 34,217,563 | $8,525,639,969 | +$220,024,678 | $249.40 | 560 |
| 2022 Q3 | 33,375,394 | $8,590,997,381 | +$212,013,446 | $257.46 | 531 |
| 2022 Q2 | 32,391,494 | $7,736,513,819 | +$342,996,105 | $238.82 | 503 |
| 2022 Q1 | 31,104,351 | $9,471,765,072 | +$101,422,886 | $304.64 | 489 |
| 2021 Q4 | 30,742,316 | $9,610,770,681 | +$21,010,589 | $312.88 | 515 |
| 2021 Q3 | 30,665,848 | $8,116,836,581 | -$10,364,531 | $264.62 | 470 |
| 2021 Q2 | 30,706,066 | $8,797,899,011 | -$10,756,652 | $286.64 | 468 |
| 2021 Q1 | 31,049,520 | $8,090,146,494 | -$53,170,418 | $260.75 | 459 |
| 2020 Q4 | 30,889,608 | $6,998,058,378 | -$77,108,042 | $226.55 | 435 |
| 2020 Q3 | 31,213,377 | $7,267,220,641 | -$188,712,424 | $232.89 | 431 |
| 2020 Q2 | 31,920,952 | $5,672,211,613 | +$151,216,587 | $177.70 | 379 |
| 2020 Q1 | 31,247,255 | $4,937,543,897 | -$2,778,070 | $158.03 | 365 |