WATSCO INC - Common Stock (WSO)

CUSIP: 942622200

Q1 2023 13F Holders as of 31 Mar 2023

Holder snapshot 9 facts
Share change
+443,296
Put/Call ratio
638%
Reported price per share
$318.16
Number of holders
605
Value change
+$153,025,290
Number of buys
336
Number of sells
221
Security identity 2 facts
Shares outstanding
35,059,030

Security key

942622200

Report period

Q1 2023

Institutions

605

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.

Lead holder
BlackRock Finance, Inc.
13D/G signal
Evidence rows
15
Latest as of
31 Dec 2022
13F Lead comparable stake: 11% Showing 1-6 of 15 holder rows.
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock Finance, Inc.
13F
Company
13F
11%
$1,002,618,124
4,020,121 shares
31 Dec 2022
VANGUARD GROUP INC
13F
Company
13F
9.2%
$800,628,618
3,210,219 shares
31 Dec 2022
BAILLIE GIFFORD & CO
13F
Company
13F
6.2%
$543,956,364
2,181,060 shares
31 Dec 2022
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13F
Company
13F
4.7%
$408,530,039
1,638,051 shares
31 Dec 2022
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
13F
3.9%
$329,402,858
1,363,408 shares
31 Dec 2022
FMR LLC
13F
Company
13F
3.3%
$288,593,487
1,157,151 shares
31 Dec 2022
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 Q1 2023

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

Institutions
605
Shares
34,628,317
Rows available
605
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* 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 failed the local validity check.

Compare Q1 2023 vs Q4 2022 Across Filers

Q4 2022 holders
560
Q1 2023 holders
605
Holder diff
45
Investor Q4 2022 Shares Q1 2023 Shares Share Diff Share Chg % Q4 2022 value Q1 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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