687 tracked 13F filers disclose a position in WSO as of the latest SEC 13F filings, a combined $11.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.5B | 4.1M | ▲+11% Added · +405K sh | Q1 2026 | |
| 2 | FMR LLC | $687.7M | 1.9M | ▼−3.9% Reduced · −77K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $637.0M | 1.8M | →First observed position No prior filed position | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $570.2M | 1.6M | →First observed position No prior filed position | Q1 2026 | |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $487.2M | 1.3M | ▼−14% Reduced · −220K sh | Q1 2026 | |
| 6 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $483.6M | 1.3M | ▼−5.5% Reduced · −78K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $551.3M | 1.3M | ▲+3.9% Added · +49K sh | Q2 2026 | |
| 8 | BAILLIE GIFFORD & CO | $413.7M | 1.1M | ▲+24% Added · +220K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $324.1M | 891K | ▲+8.0% Added · +66K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $274.2M | 659K | ▲+0.8% Added · +5K sh | Q2 2026 | |
| 11 | MARKEL GROUP INC. | $249.1M | 598K | ▲+2.7% Added · +16K sh | Q2 2026 | |
| 12 | BLAIR WILLIAM & CO/IL | $235.0M | 564K | ▼−3.2% Reduced · −19K sh | Q2 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $204.0M | 561K | ▲+84% Added · +256K sh | Q1 2026 | |
| 14 | DAVENPORT & Co LLC | $220.1M | 530K | ▼−2.7% Reduced · −15K sh | Q2 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $155.3M | 427K | ▲+8.4% Added · +33K sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $153.2M | 421K | ▼−1.2% Reduced · −5K sh | Q1 2026 | |
| 17 | UBS Group AG | $132.1M | 363K | ▲+94% Added · +176K sh | Q1 2026 | |
| 18 | NORGES BANK | $110.9M | 329K | ▲+71% Added · +137K sh | Q4 2025 | |
| 19 | NORTHERN TRUST CORP | $118.3M | 325K | ▲+1.9% Added · +6K sh | Q1 2026 | |
| 20 | Hamlin Capital Management, LLC | $126.8M | 304K | ▼−9.8% Reduced · −33K sh | Q2 2026 | |
| 21 | TWO SIGMA INVESTMENTS, LP | $109.2M | 300K | ▼−26% Reduced · −105K sh | Q1 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $106.4M | 292K | ▲+34% Added · +74K sh | Q1 2026 | |
| 23 | BAHL & GAYNOR INC | $95.3M | 262K | ▲+0.4% Added · +1K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $91.6M | 252K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $87.2M | 240K | ▲+12% Added · +26K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in WSO and 22 added to an existing one, while 27 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 423 funds | $307.6B |
| AMAZON.COM INCAMZN | 416 funds | $227.8B |
| APPLE INCAAPL | 410 funds | $344.1B |
| ALPHABET INC-CL AGOOGL | 410 funds | $196.9B |
| NVIDIA CORPNVDA | 408 funds | $442.5B |
| META PLATFORMS INC-CLASS AMETA | 407 funds | $123.0B |
| JPMORGAN CHASE & COJPM | 403 funds | $78.8B |
| ALPHABET INC-CL CGOOG | 401 funds | $137.7B |
| VISA INC-CLASS A SHARESV | 396 funds | $69.9B |
| COSTCO WHOLESALE CORPCOST | 396 funds | $42.6B |
| BROADCOM INCAVGO | 392 funds | $173.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 392 funds | $42.3B |
Ranked by how many of WSO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 28, 2017 | UNITED TECHNOLOGIES CORP /DE/ | 10% Owner | Sell (S) | 1.3M | $175.8M |
| Feb 28, 2017 | UNITED TECHNOLOGIES CORP /DE/ | 10% Owner | Sell (S) | 3.0M | $420.0M |
| Apr 27, 2012 | UNITED TECHNOLOGIES CORP /DE/ | 10% Owner | Buy (P) | 1.3M | $89.8M |
| Class | 13F holders | Value held |
|---|---|---|
| WSOthis pagecs | 687 funds | $11.5B |
| WSO/BEQUITY | 12 funds | $9.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for WSO
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WSO/capital-change-brief"
Use Arkolith's capital_change_brief for WSO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WSO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.