Latest Period
Q2 2026
Security Snapshot
WATSCO INC - Common Stock (WSO) Institutional Ownership
CUSIP: 942622200
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
780
Shares (Excl. Options)
37,772,695
Price
$416.73
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- Security type / class
- Equity / Common Stock
- Symbol
- WSO on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 37,772,695
- Total 13F value
- $15,729,438,217
- Portfolio coverage rank
- 0.01%
- Share change
- -299,657
- Value change
- -$108,586,123
- Number of holders
- 780
- Shares outstanding
- 35,059,030
- SEC-reported price per share
- $362.01
- Insider filing price
- $362.01
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- WSO - WATSCO INC - Common Stock is tracked under CUSIP 942622200.
- 780 institutions reported positions in Q2 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 769 to 780 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $13,916,894,017 to $15,729,438,217.
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 780 institutions filings for Q2 2026.
Security key
942622200
Latest holder period
Q2 2026
13F holders
780
13D/G owners
5
CIK / CUSIP context first
Open Q2 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 30 Jun 2026, 780 institutional investors reported holding 37,772,695 shares of WATSCO INC - Common Stock (WSO). This represents 108% 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
75%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12% | 4,192,919 | +2.5% | 0.03% | $1,747,314,994 |
| Capital International Investors | 9.9% | 3,485,525 | +0.24% | 0.3% | $1,452,268,757 |
| Capital Research Global Investors | 5.4% | 1,902,230 | +0.19% | 0.11% | $792,709,378 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.1% | 1,770,531 | +1.1% | 0.03% | $737,833,384 |
| FMR LLC | 4.9% | 1,705,273 | -9.8% | 0.03% | $710,637,998 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5% | 1,579,210 | +0.75% | 0.01% | $658,104,183 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.2% | 1,459,768 | +8.9% | 0.08% | $607,859,113 |
| STATE STREET CORP | 3.8% | 1,323,011 | +3.9% | 0.02% | $551,338,374 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.2% | 1,134,361 | -15% | 1.5% | $472,722,626 |
| BAILLIE GIFFORD & CO | 3.2% | 1,129,536 | -0.68% | 0.43% | $470,711,537 |
| MORGAN STANLEY | 2.6% | 902,406 | +1.3% | 0.02% | $376,060,598 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 659,265 | +0.8% | 0.01% | $274,190,121 |
| Markel Group Inc. | 1.7% | 597,750 | +2.7% | 1.9% | $249,100,359 |
| BLAIR WILLIAM & CO/IL | 1.6% | 564,024 | -3.2% | 0.61% | $235,045,592 |
| DAVENPORT & Co LLC | 1.5% | 530,366 | -2.7% | 1.1% | $220,063,905 |
| WELLS FARGO & COMPANY/MN | 1.1% | 398,839 | -5.3% | 0.03% | $166,208,141 |
| RAYMOND JAMES FINANCIAL INC | 1.1% | 386,397 | -9.5% | 0.04% | $161,023,157 |
| UBS Group AG | 1% | 360,182 | -0.81% | 0.02% | $150,098,646 |
| NORGES BANK | 0.97% | 340,450 | 0.01% | $141,875,729 | |
| Capital World Investors | 0.97% | 339,018 | 0% | 0.02% | $141,278,971 |
| GOLDMAN SACHS GROUP INC | 0.95% | 333,871 | -40% | 0.01% | $139,133,917 |
| NORTHERN TRUST CORP | 0.95% | 333,627 | +2.6% | 0.02% | $139,032,381 |
| Hamlin Capital Management, LLC | 0.87% | 304,324 | -9.8% | 2.9% | $126,820,941 |
| CAPTRUST FINANCIAL ADVISORS | 0.85% | 299,013 | -9.6% | 0.19% | $124,607,762 |
| BANK OF AMERICA CORP /DE/ | 0.82% | 286,256 | +19% | 0.01% | $119,291,280 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 37,772,695 | $15,729,438,217 | -$108,586,123 | $416.73 | 780 |
| 2026 Q1 | 38,275,823 | $13,916,894,017 | +$347,925,565 | $363.79 | 769 |
| 2025 Q4 | 37,408,813 | $12,616,608,308 | +$356,604,853 | $336.95 | 764 |
| 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 |