WATSCO INC - Common Stock (WSO)

CUSIP: 942622200

Q3 2020 13F Holders as of 30 Sep 2020

Holder snapshot 7 signals
Share change
-865,913
Put/Call ratio
7.3%
SEC-reported price per share
$232.89
Number of holders
431
Value change
-$188,712,424
Number of buys
189
Open additional details 1 more signal available
Number of sells
202
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
35,059,030

Security key

942622200

Report period

Q3 2020

Institutions

431

Top holders

10

Ownership snapshot

Top reported holders of WSO - WATSCO INC - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock Finance, Inc.
Disclosed value leader
BlackRock Finance, Inc.
Comparable rows
15/15
Latest evidence
30 Jun 2020
13F Lead comparable stake: 10% Showing 1-6 of 15 holder rows.

Quick read

BlackRock Finance, Inc. leads the comparable SEC ownership view at 10%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock Finance, Inc.'s linked filing trail.
Comparable ownership Top 5
BlackRock Finance, Inc. 10%
VANGUARD GROUP INC 8.8%
BAILLIE GIFFORD & CO 4.7%
CHARLES SCHWAB INVESTMENT MANAGEM... 3.5%
FMR LLC 3.1%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock Finance, Inc.
13F
Company
13F
10%
$629,573,000
3,542,896 shares
30 Jun 2020
VANGUARD GROUP INC
13F
Company
13F
8.8%
$547,881,000
3,083,179 shares
30 Jun 2020
BAILLIE GIFFORD & CO
13F
Company
13F
4.7%
$294,628,000
1,658,005 shares
30 Jun 2020
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
13F
3.5%
$219,052,000
1,232,699 shares
30 Jun 2020
FMR LLC
13F
Company
13F
3.1%
$190,888,000
1,074,216 shares
30 Jun 2020
Capital World Investors
13F
Company
13F
2.9%
$183,194,000
1,030,915 shares
30 Jun 2020
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2020

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
431
Shares
31,213,377
Rows available
431
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2020 vs Q2 2020 Across Filers

Q2 2020 holders
379
Q3 2020 holders
431
Holder diff
52
Investor Q2 2020 Shares Q3 2020 Shares Share Diff Share Chg % Q2 2020 value Q3 2020 value Value change Value Chg %
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