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
+$535,744,732
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% $1,482,685,745 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 1,411,291 $477,026,935 +$6,614,334 $336.95 71
2025 Q3 36,035,666 $14,563,275,643 +$535,744,732 $404.30 767
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
2019 Q4 30,957,604 $5,577,033,489 +$69,185,992 $180.15 381
2019 Q3 30,552,695 $5,166,554,453 +$133,935,453 $169.18 367
2019 Q2 29,774,053 $4,868,758,448 +$50,436,154 $163.53 378
2019 Q1 29,715,315 $4,257,963,422 +$36,442,240 $143.21 361
2018 Q4 29,431,017 $4,095,209,684 -$185,874,117 $139.14 340
2018 Q3 30,561,286 $5,437,283,764 -$140,156,804 $178.10 357
2018 Q2 31,351,673 $5,586,668,900 +$173,060,201 $178.28 352
2018 Q1 30,969,297 $5,601,934,567 +$152,762,409 $180.97 342
2017 Q4 30,294,854 $5,148,655,830 +$81,311,470 $170.04 339
2017 Q3 29,741,405 $4,789,403,438 +$52,582,891 $161.07 293
2017 Q2 29,441,682 $4,539,334,422 +$180,458,915 $154.20 292
2017 Q1 28,416,183 $4,071,591,108 +$908,432,043 $143.18 306
2016 Q4 24,121,047 $3,573,124,167 +$24,760,811 $148.12 284
2016 Q3 23,966,218 $3,375,268,278 -$8,706,273 $140.90 271
2016 Q2 24,029,664 $3,380,691,915 +$3,412,084 $140.69 268
2016 Q1 24,015,107 $3,235,236,837 +$53,724,502 $134.74 256
2015 Q4 23,654,197 $2,770,548,490 +$3,235,285 $117.13 246
2015 Q3 23,643,185 $2,801,262,179 -$68,118,651 $118.48 231
2015 Q2 24,209,801 $2,995,721,012 -$34,326,203 $123.74 220
2015 Q1 24,460,711 $3,073,601,963 -$5,577,793 $125.70 198
2014 Q4 24,615,949 $2,634,249,959 +$54,913,886 $107.00 189
2014 Q3 24,132,932 $2,079,768,003 -$8,188,218 $86.18 187
2014 Q2 23,988,690 $2,464,655,953 -$31,913,452 $102.76 199
2014 Q1 24,006,758 $2,398,389,548 +$64,183,142 $99.91 198