WSO Watsco, Inc.
Watsco, Inc. (WSO) Institutional Ownership
What the institutions did with WSO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 4.2M | 11.0% |
| Capital International Investors | 3.5M | 9.2% |
| Capital Research Global Investors | 1.9M | 5.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | 4.7% |
| FMR LLC | 1.7M | 4.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | 4.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | 3.8% |
| STATE STREET CORP | 1.3M | 3.5% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.1M | 3.0% |
| BAILLIE GIFFORD & CO | 1.1M | 3.0% |
| MORGAN STANLEY | 902.4K | 2.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 659.3K | 1.7% |
| Markel Group Inc. | 597.8K | 1.6% |
| BLAIR WILLIAM & CO/IL | 564.0K | 1.5% |
| DAVENPORT & Co LLC | 530.4K | 1.4% |
| WELLS FARGO & COMPANY/MN | 398.8K | 1.0% |
| RAYMOND JAMES FINANCIAL INC | 386.4K | 1.0% |
| UBS Group AG | 360.2K | 0.9% |
| NORGES BANK | 340.5K | 0.9% |
| Capital World Investors | 339.0K | 0.9% |
| GOLDMAN SACHS GROUP INC | 333.9K | 0.9% |
| NORTHERN TRUST CORP | 333.6K | 0.9% |
| Hamlin Capital Management, LLC | 304.3K | 0.8% |
| CAPTRUST FINANCIAL ADVISORS | 299.0K | 0.8% |
| BANK OF AMERICA CORP /DE/ | 286.3K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | Reduced | 560.7K | 333.9K | -226.8K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 300.1K | 95.7K | -204.4K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | 1.3M | 1.1M | -194.8K |
| Findlay Park Partners LLP | New | 0 | 188.8K | +188.8K |
| FMR LLC | Reduced | 1.9M | 1.7M | -185.0K |
| Junto Capital Management LP | Sold Out | 145.2K | 0 | -145.2K |
| SG Capital Management LLC | Reduced | 161.2K | 21.3K | -139.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 1.3M | 1.5M | +119.4K |
| BlackRock, Inc. | Increased | 4.1M | 4.2M | +102.9K |
| Employees Retirement System of Texas | Reduced | 107.2K | 5.7K | -101.5K |
| ANCHOR CAPITAL ADVISORS LLC | Increased | 91.4K | 183.5K | +92.1K |
| AMERIPRISE FINANCIAL INC | Increased | 68.6K | 160.7K | +92.1K |
| DEARBORN PARTNERS LLC | Increased | 89.6K | 172.9K | +83.3K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 174.6K | 246.1K | +71.6K |
| Giverny Capital Inc. | New | 0 | 66.0K | +66.0K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 216.4K | 151.2K | -65.2K |
| AE Wealth Management LLC | Increased | 987 | 65.9K | +64.9K |
| CITIGROUP INC | Increased | 85.5K | 139.5K | +54.1K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 21.2K | 71.4K | +50.2K |
| Pembroke Management, LTD | Increased | 51.9K | 101.3K | +49.5K |
| STATE STREET CORP | Increased | 1.3M | 1.3M | +49.1K |
| BROWN ADVISORY INC | Increased | 102.9K | 151.7K | +48.8K |
| Vident Advisory, LLC | Increased | 1.8K | 50.3K | +48.5K |
| Bridgewater Associates, LP | New | 0 | 47.9K | +47.9K |
| BANK OF AMERICA CORP /DE/ | Increased | 239.6K | 286.3K | +46.7K |
| Conestoga Capital Advisors, LLC | Reduced | 121.9K | 81.0K | -40.9K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 426.9K | 386.4K | -40.5K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 46.8K | 8.5K | -38.3K |
| Hamlin Capital Management, LLC | Reduced | 337.3K | 304.3K | -33.0K |
| CAPTRUST FINANCIAL ADVISORS | Reduced | 330.9K | 299.0K | -31.9K |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 292.4K | 260.8K | -31.5K |
| Premier Fund Managers Ltd | Reduced | 50.4K | 20.2K | -30.2K |
| Swedbank AB | Increased | 58.2K | 87.0K | +28.8K |
| DEUTSCHE BANK AG\ | Increased | 63.9K | 92.2K | +28.3K |
| Squarepoint Ops LLC | New | 0 | 28.2K | +28.2K |
| ING GROEP NV | New | 0 | 25.4K | +25.4K |
| SCHWARTZ INVESTMENT COUNSEL INC | Sold Out | 25.2K | 0 | -25.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 25.1K | 1.1K | -24.0K |
| CANADA LIFE ASSURANCE Co | Reduced | 49.5K | 25.7K | -23.8K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | 147.4K | 123.8K | -23.6K |
| HRT FINANCIAL LP | Sold Out | 23.5K | 0 | -23.5K |
| BROWN BROTHERS HARRIMAN & CO | Reduced | 226.0K | 203.2K | -22.8K |
| WELLS FARGO & COMPANY/MN | Reduced | 421.2K | 398.8K | -22.3K |
| DUDLEY & SHANLEY, INC. | Increased | 55.7K | 78.0K | +22.3K |
| BANK OF NOVA SCOTIA | Increased | 3.6K | 25.3K | +21.8K |
| Erste Asset Management GmbH | New | 0 | 21.3K | +21.3K |
| Freestone Grove Partners LP | Reduced | 23.4K | 2.2K | -21.2K |
| AEGON ASSET MANAGEMENT UK Plc | Reduced | 125.1K | 104.0K | -21.1K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 1.8M | 1.8M | +19.5K |
| BLAIR WILLIAM & CO/IL | Reduced | 582.7K | 564.0K | -18.7K |
| PFA Pension, Forsikringsaktieselskab | Reduced | 19.0K | 359 | -18.7K |
| FIRST TRUST ADVISORS LP | Reduced | 34.2K | 15.8K | -18.4K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | Increased | 808 | 17.7K | +16.9K |
| Bank of New York Mellon Corp | Reduced | 251.8K | 235.0K | -16.8K |
| NORDEA INVESTMENT MANAGEMENT AB | Reduced | 54.3K | 37.7K | -16.6K |
| Mitsubishi UFJ Trust & Banking Corp | Reduced | 44.1K | 28.0K | -16.1K |
| Markel Group Inc. | Increased | 582.2K | 597.8K | +15.6K |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | Reduced | 40.0K | 25.0K | -15.0K |
| Invesco Ltd. | Increased | 75.4K | 90.4K | +15.0K |
| DAVENPORT & Co LLC | Reduced | 545.3K | 530.4K | -14.9K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.