Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in WSO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.2M | $1.75B | +2.5% | 10.180% | 0.03% |
| 2 | Capital International Investors | 3.5M | $1.45B | +0.2% | 8.462% | 0.30% |
| 3 | Capital Research Global Investors | 1.9M | $792.7M | +0.2% | 4.618% | 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.
Filings activity in WSO during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 787 | +2.3% | 92.59% | 1.43 pp | $15.66B | +13% |
| Q1 2026 | 769 | +1.3% | 94.02% | +0.78 pp | $13.81B | +12% |
| Q4 2025 | 759 | 1.3% | 93.24% | +5.49 pp | $12.35B | 13% |
| Q3 2025 | 769 | 2.8% | 87.75% | +3.13 pp | $14.18B | 3.5% |
| Q2 2025 | 791 | 4.1% | 84.62% | 1.09 pp | $14.70B | 13% |
| Q1 2025 | 825 | +3.0% | 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.
Quick answers to the most common questions about buying WSO stock.
Based on Q2 2026 13F filings, institutional ownership of Watsco, Inc. stands at 92.6%, held across 787 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of WSO, with approximately 4,192,919 shares worth $1.75B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of WSO.
Our composite Smart Money Score for WSO is 29 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
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