| 0.11% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | $737.8M | +1.1% | 4.299% | 0.03% |
| 5 | FMR LLC | 1.7M | $710.6M | -9.8% | 4.140% | 0.03% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | $658.1M | +0.8% | 3.834% | 0.01% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | $607.9M | +8.9% | 3.544% | 0.08% |
| 8 | STATE STREET CORP | 1.3M | $551.3M | +3.9% | 3.212% | 0.01% |
| 9 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.1M | $472.7M | -14.7% | 2.754% | 1.47% |
| 10 | BAILLIE GIFFORD & CO | 1.1M | $470.7M | -0.7% | 2.742% | 0.43% |
| 11 | MORGAN STANLEY | 902K | $376.1M | +1.3% | 2.191% | 0.02% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 659K | $274.2M | +0.8% | 1.601% | 0.01% |
| 13 | MARKEL GROUP INC. | 598K | $249.1M | +2.7% | 1.451% | 1.90% |
| 14 | BLAIR WILLIAM & CO/IL | 564K | $235.0M | -3.2% | 1.369% | 0.61% |
| 15 | DAVENPORT & Co LLC | 530K | $220.1M | -2.7% | 1.288% | 1.08% |
| 16 | WELLS FARGO & COMPANY/MN | 399K | $166.2M | -5.3% | 0.968% | 0.03% |
| 17 | RAYMOND JAMES FINANCIAL INC | 386K | $161.0M | -9.5% | 0.938% | 0.04% |
| 18 | UBS Group AG | 360K | $150.1M | -0.8% | 0.874% | 0.02% |
| 19 | NORGES BANK | 340K | $141.9M | — | 0.827% | 0.01% |
| 20 | Capital World Investors | 339K | $141.3M | 0.0% | 0.823% | 0.02% |
| 21 | GOLDMAN SACHS GROUP INC | 334K | $139.1M | -40.5% | 0.811% | 0.01% |
| 22 | NORTHERN TRUST CORP | 334K | $139.0M | +2.6% | 0.810% | 0.02% |
| 23 | Hamlin Capital Management, LLC | 304K | $126.8M | -9.8% | 0.739% | 2.85% |
| 24 | CAPTRUST FINANCIAL ADVISORS | 299K | $124.6M | -9.6% | 0.726% | 0.19% |
| 25 | BANK OF AMERICA CORP /DE/ | 286K | $119.3M | +19.5% | 0.695% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WSO — a direct measure of their conviction.
Institutions that fully closed their WSO position in Q2 2026
| 85.71% |
| +0.11 pp |
| $16.85B |
| +4.9% |
| Q4 2024 | 801 | +5.0% | 85.60% | +0.01 pp | $16.07B | 8.6% |
| Q3 2024 | 763 | — | 85.59% | — | $17.58B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
87 institutions opened new positions in WSO during Q2 2026, while 71 fully exited. 570 added to existing positions and 112 trimmed.
WSO institutional ownership fell by 1.43 percentage points quarter-over-quarter, with a net change of +18 holders.
The top 10 institutions account for 52.4% of all reported 13F value in WSO, and the top 25 account for 70.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Watsco, Inc. (WSO) Institutional Ownership