Ranked by reported Q1 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. | 4.1M | $1.49B | +11.0% | 10.060% | 0.03% |
| 2 | Capital International Investors | 3.5M | $1.26B | -25.1% | 8.553% | 0.30% |
| 3 | Capital Research Global Investors | 1.9M | $690.7M | — | 4.670% | 0.11% |
| 4 | FMR LLC | 1.9M | $687.7M | -3.9% | 4.650% | 0.04% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | $637.0M | — | 4.307% | 0.03% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | $570.2M | — | 3.856% | 0.01% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3M | $487.2M | -14.1% | 3.297% | 0.07% |
| 8 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.3M | $483.6M | -5.5% | 3.270% | 1.42% |
| 9 | STATE STREET CORP | 1.3M | $463.4M | +2.7% | 3.134% | 0.02% |
| 10 | BAILLIE GIFFORD & CO | 1.1M | $413.7M | +23.9% | 2.797% | 0.42% |
| 11 | MORGAN STANLEY | 891K | $324.1M | +8.0% | 2.192% | 0.02% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 654K | $237.5M | +2.5% | 1.609% | 0.01% |
| 13 | BLAIR WILLIAM & CO/IL | 583K | $212.0M | -13.7% | 1.433% | 0.61% |
| 14 | MARKEL CORP | 582K | $211.8M | +0.8% | 1.432% | 1.77% |
| 15 | GOLDMAN SACHS GROUP INC | 561K | $204.0M | +84.0% | 1.379% | 0.02% |
| 16 | DAVENPORT & Co LLC | 545K | $198.4M | +16.0% | 1.341% | 1.09% |
| 17 | RAYMOND JAMES FINANCIAL INC | 427K | $155.3M | +8.4% | 1.050% | 0.05% |
| 18 | WELLS FARGO & COMPANY/MN | 421K | $153.2M | -1.2% | 1.036% | 0.03% |
| 19 | UBS Group AG | 363K | $132.1M | +94.3% | 0.893% | 0.02% |
| 20 | Capital World Investors | 339K | $123.3M | -21.9% | 0.834% | 0.02% |
| 21 | Hamlin Capital Management, LLC | 337K | $122.7M | -0.9% | 0.830% | 2.96% |
| 22 | CAPTRUST FINANCIAL ADVISORS | 331K | $120.4M | -16.6% | 0.814% | 0.21% |
| 23 | NORTHERN TRUST CORP | 325K | $118.3M | +1.9% | 0.800% | 0.02% |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 316K | $115.0M | — | 0.777% | 0.01% |
| 25 | TWO SIGMA INVESTMENTS, LP | 301K | $109.5M | -25.6% | 0.741% | 0.09% |
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 Q1 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 758 | +0.4% | 88.72% | +9.18 pp | $13.72B | +12% |
| Q4 2025 | 755 | 1.2% | 79.54% | 11.97 pp | $12.30B | 13% |
| Q3 2025 | 764 | 3.4% | 91.51% | 3.51 pp | $14.16B | 3.7% |
| Q2 2025 | 791 | 4.1% | 95.02% | 13.92 pp | $14.70B | 13% |
| Q1 2025 | 825 | +3.0% | 108.94% | +5.05 pp | $16.85B | +4.9% |
| Q4 2024 | 801 | +5.0% | 103.89% | 9.74 pp | $16.07B | 8.6% |
| Q3 2024 | 763 | +0.3% | 113.63% | +12.58 pp | $17.58B | +12% |
| Q2 2024 | 761 | — | 101.05% | — | $15.63B | — |
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 Q1 2026 13F filings, institutional ownership of Watsco, Inc. stands at 88.7%, held across 758 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of WSO, with approximately 4,090,055 shares worth $1.49B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of WSO, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for WSO is 65 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
109 institutions opened new positions in WSO during Q1 2026, while 106 fully exited. 506 added to existing positions and 138 trimmed.
WSO institutional ownership rose by 9.18 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 52.4% of all reported 13F value in WSO, and the top 25 account for 70.9%.
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