WSO

WATSCO INC
USCUSIP 942622200
Institutional Owners
274
+29 QoQ
13F Value Held
$3.4B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)65 adding · 30 trimming
Insider net (180d)+$0
Price history not yet available for WSO.

Top institutional holders

274 13F filers
#FundPosition valueSharesLast moveAs of
1VANGUARD PORTFOLIO MANAGEMENT LLC
$637.0M
1.75MNewQ1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$570.2M
1.57MNewQ1 2026
3STATE STREET CORP
$463.4M
1.27MAddedQ1 2026
4BLAIR WILLIAM & CO/IL
$212.0M
582.7KReducedQ1 2026
5DAVENPORT & Co LLC
$198.4M
545.3KAddedQ1 2026
6Hamlin Capital Management, LLC
$122.7M
337.3KReducedQ1 2026
7KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$85.0M
233.7KReducedQ1 2026
8BROWN BROTHERS HARRIMAN & CO
$82.2M
226.0KReducedQ1 2026
9VANGUARD FIDUCIARY TRUST CO
$78.9M
216.8KNewQ1 2026
10WELCH & FORBES LLC
$76.3M
209.8KReducedQ1 2026
11JACOBS LEVY EQUITY MANAGEMENT, INC
$53.6M
147.4KReducedQ1 2026
12Junto Capital Management LP
$52.8M
145.2KNewQ1 2026
13BENJAMIN EDWARDS INC
$50.7M
139.4KAddedQ1 2026
14RIVERBRIDGE PARTNERS LLC
$47.9M
131.7KAddedQ1 2026
15Conestoga Capital Advisors, LLC
$44.3M
121.9KAddedQ1 2026
16ANCHOR CAPITAL ADVISORS LLC
$33.2M
91.4KAddedQ1 2026
17DEARBORN PARTNERS LLC
$32.6M
89.6KReducedQ1 2026
18HOWLAND CAPITAL MANAGEMENT LLC
$30.3M
83.2KReducedQ1 2026
19ALPS ADVISORS INC
$26.0M
71.5KAddedQ1 2026
20CAPITAL ADVISORS INC/OK
$25.9M
71.1KAddedQ1 2026
21Gotham Asset Management, LLC
$23.1M
63.6KAddedQ1 2026
22HEARTLAND ADVISORS INC
$18.8M
51.6KAddedQ1 2026
23STOREBRAND ASSET MANAGEMENT AS
$17.7M
40.0KNewQ2 2025
24Williams Jones Wealth Management, LLC.
$16.7M
46.0KAddedQ1 2026
25Caption Management, LLC
$16.4M
45.0KNewQ1 2026

Fund activity — latest quarter

Opened (NEW)
14
funds
Added
51
funds
Reduced
30
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

261 funds+259 since Q2 2022
0131261Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $3.4B

Funds that own WSO also own

CompanyCo-held byCombined value
Microsoft CorporationMSFT265 funds$208.5B
Nvidia Corp. (US)NVDA262 funds$300.7B
Apple Inc.AAPL262 funds$268.5B
GOOGLE INCGOOGL262 funds$127.6B
Amazon.com, Inc.AMZN261 funds$148.4B
Visa, Inc.V261 funds$46.5B
Costco Wholesale CorporationCOST260 funds$35.5B
Mastercard Inc-Class AMA259 funds$35.6B
Meta Platforms Ord Shs Class AMETA258 funds$90.3B
Home Depot Inc/The - USHD258 funds$28.0B
Broadcom LtdAVGO257 funds$106.4B
LPHABET INCGOOG257 funds$96.0B

Ranked by how many of WSO's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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. Every panel above is one call to the Arkolith API & MCP server.