Save your place

Sign in to WhoBought

Please try again later.

Watsco, Inc. (WSO) institutional ownership

Latest close $372.96 Jul 21, 2026
Market cap$16.2B 52-week range SectorIndustrials
Funds holding · Q1 2026
700
reported WSO position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net bought $371M
376 buyers · 324 sellers

Watsco, Inc. (WSO) price and institutional activity

Dates

Q1 2026

$1.9B bought by 376 investors
Capital Research Global Investors$736MBlackRock$157M +374 more
$1.6B sold by 324 investors
Capital International Investors-$452MNorges-$127M +322 more
Bought Sold Totals per quarter; hover a bar for the names.

Watsco, Inc. (WSO) institutional activity · 700

Investor Type Est. change Change Δ Own Date
Capital Research Global Investors · New +$736M
Change +1.9M Date Q1 2026
Capital Research Global Investors New· Q1 2026 +$736M +1.9M Q1 2026
Capital International Investors · Reduced −$452M
Change −1.2M Date Q1 2026
Capital International Investors Reduced· Q1 2026 −$452M −1.2M Q1 2026
BlackRock · Added +$157M
Change +405K Date Q1 2026
BlackRock Added· Q1 2026 +$157M +405K Q1 2026
Norges · Exited −$127M
Change −329K Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$127M −329K −100.0% Q1 2026
Goldman Sachs Group Inc · Added +$99M
Change +256K Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +$99M +256K Q1 2026
Neuberger Berman Group LLC · Reduced −$98M
Change −252K Date Q1 2026
Neuberger Berman Group LLC Reduced· Q1 2026 −$98M −252K Q1 2026
Two Sigma Advisers, LP · Exited −$91M
Change −235K Δ Own −100.0% Date Q1 2026
Two Sigma Advisers, LP Exited· Q1 2026 −$91M −235K −100.0% Q1 2026
Baillie Gifford & Co · Added +$85M
Change +220K Date Q1 2026
Baillie Gifford & Co Added· Q1 2026 +$85M +220K Q1 2026
Schwab · Reduced −$85M
Change −220K Date Q1 2026
Schwab Reduced· Q1 2026 −$85M −220K Q1 2026
UBS Group AG · Added +$68M
Change +176K Date Q1 2026
UBS Group AG Added· Q1 2026 +$68M +176K Q1 2026
SG Capital Management LLC · New +$62M
Change +161K Date Q1 2026
SG Capital Management LLC New· Q1 2026 +$62M +161K Q1 2026
Junto Capital Management LP · New +$56M
Change +145K Date Q1 2026
Junto Capital Management LP New· Q1 2026 +$56M +145K Q1 2026
Schwartz Investment Counsel Inc · Reduced −$55M
Change −142K Date Q1 2026
Schwartz Investment Counsel Inc Reduced· Q1 2026 −$55M −142K Q1 2026
CIBC Bancorp USA Inc. · Added +$49M
Change +127K Date Q1 2026
CIBC Bancorp USA Inc. Added· Q1 2026 +$49M +127K Q1 2026
Voloridge Investment Management, LLC · Exited −$47M
Change −120K Δ Own −100.0% Date Q1 2026
Voloridge Investment Management, LLC Exited· Q1 2026 −$47M −120K −100.0% Q1 2026
Data through Q1 2026 · filed Jun 10, 2026
15 of 700

Famous investor activity in Watsco, Inc. (WSO)

Watsco, Inc. (WSO) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 4.1M
% of shares outstanding 12.0% Filing date Jan 23, 2024
BlackRock Inc. 4.1M 12.0% Jan 23, 2024
Blackrock, Inc. 3.8M
% of shares outstanding 10.9% Filing date Nov 8, 2024
Blackrock, Inc. 3.8M 10.9% Nov 8, 2024
FMR LLC 3.7M
% of shares outstanding 10.5% Filing date Aug 12, 2024
FMR LLC 3.7M 10.5% Aug 12, 2024
Capital International Investors 3.5M
% of shares outstanding 10.1% Filing date May 14, 2026
Capital International Investors 3.5M 10.1% May 14, 2026
Vanguard Group Inc 3.4M
% of shares outstanding 10.1% Filing date Apr 10, 2024
Vanguard Group Inc 3.4M 10.1% Apr 10, 2024
Baillie Gifford & Co 2.2M
% of shares outstanding 6.6% Filing date Jan 20, 2023
Baillie Gifford & Co 2.2M 6.6% Jan 20, 2023
Capital Research Global Investors 1.9M
% of shares outstanding 5.4% Filing date May 14, 2026
Capital Research Global Investors 1.9M 5.4% May 14, 2026
Vanguard Capital Management 1.8M
% of shares outstanding 5.2% Filing date Apr 30, 2026
Vanguard Capital Management 1.8M 5.2% Apr 30, 2026
8 of 9

Watsco, Inc. (WSO) ownership FAQ

Who owns WSO?

700 reporting institutions disclosed WSO position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.