Recent Quarter Total Invested
$16.64 B
Recent Quarter Institutional Ownership Percentage
97.45%
Total Invested of Last Quarter
$15.47 B
Ownership Percentage of Last Quarter
97.05%
Watsco, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 3.76 M | $1.74 B | 2.64% | 10.20% |
| VANGUARD GROUP INC | 08/13/2024 | 3.48 M | $1.61 B | 2.07% | 9.44% |
| FMR LLC | 08/13/2024 | 3.28 M | $1.52 B | 7.53% | 8.89% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 08/13/2024 | 1.54 M | $711.89 M | -8.83% | 4.17% |
| BAILLIE GIFFORD & CO | 07/25/2024 | 1.42 M | $657.73 M | -2.64% | 3.85% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 1.19 M | $551.62 M | -4.13% | 3.23% |
| STATE STREET CORP | 08/14/2024 | 1.11 M | $513.23 M | -5.22% | 3.00% |
| BLAIR WILLIAM & CO/IL | 08/12/2024 | 801,152 | $371.13 M | 1.15% | 2.17% |
| CAPITAL WORLD INVESTORS | 08/13/2024 | 739,019 | $342.34 M | 0.00% | 2.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 641,076 | $296.50 M | 6.63% | 1.74% |
| MORGAN STANLEY | 10/17/2024 | 622,033 | $288.15 M | 117.33% | 1.69% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 599,233 | $277.58 M | -2.42% | 1.63% |
| MARKEL GROUP INC. | 08/02/2024 | 571,250 | $264.63 M | 0.88% | 1.55% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 523,949 | $242.71 M | -18.78% | 1.42% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 488,118 | $226.12 M | -6.40% | 1.32% |
| BARCLAYS PLC | 08/14/2024 | 458,869 | $212.57 M | 28.61% | 1.24% |
| JPMORGAN CHASE & CO | 08/12/2024 | 422,216 | $195.59 M | -7.02% | 1.15% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 393,032 | $182.07 M | 1.63% | 1.07% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 358,843 | $166.23 M | -2.15% | 0.97% |
| BOSTON FINANCIAL MANGEMENT LLC | 07/30/2024 | 346,824 | $160.66 M | -0.78% | 0.94% |
| MITSUBISHI UFJ TRUST & BANKING CORP | 08/08/2024 | 339,152 | $157.11 M | -12.68% | 0.92% |
| DAVENPORT & CO LLC | 08/06/2024 | 326,009 | $150.82 M | -14.25% | 0.88% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 316,669 | $146.69 M | 34.81% | 0.86% |
| HAMLIN CAPITAL MANAGEMENT, LLC | 08/13/2024 | 292,894 | $135.76 M | -0.83% | 0.79% |
| CITADEL ADVISORS LLC | 08/14/2024 | 287,995 | $133.41 M | 203.34% | 0.78% |
| INVESCO LTD. | 08/13/2024 | 277,717 | $128.65 M | -41.70% | 0.75% |
| NORTHERN TRUST CORP | 08/14/2024 | 271,625 | $125.83 M | 11.04% | 0.74% |
| BAIRD FINANCIAL GROUP, INC. | 08/14/2024 | 270,987 | $125.53 M | -19.26% | 0.73% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 266,227 | $123.33 M | -4.17% | 0.72% |
| NORGES BANK | 08/14/2024 | 236,695 | $109.65 M | 100.00% | 0.64% |
| ROYAL BANK OF CANADA | 11/06/2024 | 236,015 | $109.33 M | -2.62% | 0.64% |
| BAHL & GAYNOR INC | 08/07/2024 | 230,654 | $106.85 M | 0.00% | 0.63% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 223,912 | $103.73 M | 16.64% | 0.61% |
| WELCH & FORBES LLC | 08/02/2024 | 216,974 | $103.10 M | -1.33% | 0.59% |
| CALEDONIA INVESTMENTS PLC | 07/19/2024 | 213,427 | $98.94 M | -5.32% | 0.58% |
| SWEDBANK AB | 07/11/2024 | 191,012 | $88.48 M | -9.04% | 0.52% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 181,279 | $83.98 M | 2.13% | 0.49% |
| CI PRIVATE WEALTH, LLC | 08/13/2024 | 161,233 | $74.69 M | -3.41% | 0.44% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 159,564 | $73.92 M | -4.64% | 0.43% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2024 | 150,764 | $69.84 M | 15,006.61% | 0.41% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 137,509 | $63.70 M | -35.37% | 0.37% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 135,867 | $62.94 M | 8.63% | 0.37% |
| RIVERBRIDGE PARTNERS LLC | 07/17/2024 | 135,284 | $62.67 M | -3.78% | 0.37% |
| GW&K INVESTMENT MANAGEMENT, LLC | 08/12/2024 | 134,804 | $62.45 M | -2.18% | 0.37% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2024 | 129,668 | $60.07 M | -1.13% | 0.35% |
| SQUAREPOINT OPS LLC | 08/14/2024 | 129,543 | $60.01 M | -30.95% | 0.35% |
| HOWLAND CAPITAL MANAGEMENT LLC | 08/12/2024 | 125,060 | $57.93 M | -7.86% | 0.34% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 08/08/2024 | 122,758 | $56.87 M | -6.99% | 0.33% |
| AEGON ASSET MANAGEMENT UK PLC | 07/30/2024 | 120,712 | $55.91 M | -23.00% | 0.33% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 07/26/2024 | 118,089 | $54.70 M | -4.38% | 0.32% |
Watsco, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of WSO shares?
During the previous two years, 955 institutional investors and hedge funds held shares of Watsco, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 3.78 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 1.55 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1.25 M
BAILLIE GIFFORD & CO: 1.23 M
STATE STREET CORP: 1.17 M
BLAIR WILLIAM & CO/IL: 785,045
-
What percentage of Watsco, Inc. stock is owned by institutional investors?
97.45% of Watsco, Inc. stock is owned by institutional investors.
-
How much institutional buying is happening at WSO ?
Institutional investors have bought a total of 36.63 M shares in the last 24 months. This purchase volume represents approximately $19.65 B in transactions.