Watsco, Inc. (WSO) Ownership

$458.20

$1.65 (0.36%)
Last update: 01:00 PM EST
Day's range
$454.3
Day's range
$459.47

Watsco, Inc. Major Shareholders & Ownership History

Major Shareholder Name Reporting Date Shares Held Market Value Change in Shares Ownership
BLACKROCK, INC. 05/02/2025 3.72 M $1.89 B   -0.33% 9.86%
VANGUARD GROUP INC 05/09/2025 3.57 M $1.81 B   -1.36% 9.45%
FMR LLC 05/12/2025 3.41 M $1.73 B   -1.83% 9.03%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 05/14/2025 1.56 M $791.73 M   0.50% 4.13%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 05/09/2025 1.45 M $739.09 M   6.05% 3.85%
STATE STREET CORP 05/15/2025 1.24 M $629.32 M   1.34% 3.28%
BAILLIE GIFFORD & CO 05/07/2025 1.02 M $518.01 M   -7.19% 2.70%
BLAIR WILLIAM & CO/IL 05/09/2025 814.71 K $414.12 M   5.68% 2.16%
GEODE CAPITAL MANAGEMENT, LLC 05/13/2025 761.50 K $386.38 M   5.01% 2.02%
MORGAN STANLEY 05/15/2025 668.76 K $339.93 M   9.69% 1.77%
CAPITAL WORLD INVESTORS 05/12/2025 634.02 K $322.27 M   -0.78% 1.68%
MARKEL GROUP INC. 05/02/2025 590.50 K $300.15 M   0.00% 1.56%
NEUBERGER BERMAN GROUP LLC 05/13/2025 559.57 K $284.43 M   -6.11% 1.48%
JPMORGAN CHASE & CO 05/12/2025 496.43 K $252.33 M   3.97% 1.32%
GOLDMAN SACHS GROUP INC 06/27/2025 468.88 K $238.33 M   62.85% 1.24%
WELLS FARGO & COMPANY/MN 05/13/2025 458.27 K $232.94 M   -1.81% 1.21%
CAPTRUST FINANCIAL ADVISORS 05/15/2025 387.87 K $197.15 M   640.61% 1.03%
RAYMOND JAMES FINANCIAL INC 05/13/2025 375.80 K $191.02 M   1.10% 1.00%
HAMLIN CAPITAL MANAGEMENT, LLC 05/13/2025 351.27 K $178.55 M   1.81% 0.93%
NORTHERN TRUST CORP 05/13/2025 335.58 K $170.58 M   0.67% 0.89%
WELLINGTON MANAGEMENT GROUP LLP 05/13/2025 330.18 K $167.83 M   -6.69% 0.87%
BANK OF NEW YORK MELLON CORP 04/29/2025 328.30 K $166.88 M   -4.03% 0.87%
DAVENPORT & CO LLC 04/28/2025 324.80 K $164.45 M   -0.89% 0.86%
CITADEL ADVISORS LLC 05/15/2025 291.08 K $147.96 M   80.07% 0.77%
BAHL & GAYNOR INC 05/14/2025 290.33 K $147.57 M   15.42% 0.77%
ENVESTNET ASSET MANAGEMENT INC 04/29/2025 268.28 K $136.37 M   3.14% 0.71%
LORD, ABBETT & CO. LLC 05/13/2025 240.09 K $122.04 M   8.84% 0.64%
ROYAL BANK OF CANADA 05/15/2025 229.60 K $116.71 M   0.65% 0.61%
BARCLAYS PLC 05/15/2025 226.21 K $114.99 M   -4.81% 0.60%
DIMENSIONAL FUND ADVISORS LP 05/13/2025 223.36 K $113.51 M   2.00% 0.59%
WELCH & FORBES LLC 05/02/2025 212.26 K $107.89 M   -0.94% 0.56%
CALEDONIA INVESTMENTS PLC 04/11/2025 194.43 K $98.91 M   0.00% 0.52%
BANK OF AMERICA CORP /DE/ 05/15/2025 186.59 K $94.84 M   31.68% 0.49%
SQUAREPOINT OPS LLC 05/15/2025 163.01 K $82.86 M   264.32% 0.43%
MITSUBISHI UFJ TRUST & BANKING CORP 05/09/2025 153.26 K $77.90 M   -41.60% 0.41%
WILLIAMS JONES WEALTH MANAGEMENT, LLC. 05/15/2025 146.41 K $74.42 M   1.36% 0.39%
BROWN BROTHERS HARRIMAN & CO 05/14/2025 146.20 K $74.31 M   10.43% 0.39%
UBS ASSET MANAGEMENT AMERICAS INC 05/19/2025 145.06 K $73.73 M   11.26% 0.38%
CI PRIVATE WEALTH, LLC 05/14/2025 143.51 K $72.95 M   -9.07% 0.38%
UBS GROUP AG 05/13/2025 138.42 K $70.36 M   0.11% 0.37%
KING LUTHER CAPITAL MANAGEMENT CORP 05/12/2025 130.49 K $66.33 M   2.85% 0.35%
BENJAMIN EDWARDS INC 05/12/2025 126.11 K $64.10 M   15.94% 0.33%
HANDELSBANKEN FONDER AB 04/15/2025 123.46 K $62.75 M   0.82% 0.33%
FIRST TRUST ADVISORS LP 05/14/2025 115.31 K $58.61 M   -5.63% 0.31%
HOWLAND CAPITAL MANAGEMENT LLC 05/08/2025 114.82 K $58.37 M   -3.42% 0.30%
GW&K INVESTMENT MANAGEMENT, LLC 05/05/2025 114.71 K $58.31 M   0.46% 0.30%
AEGON ASSET MANAGEMENT UK PLC 04/10/2025 112.57 K $57.02 M   -19.11% 0.30%
INVESCO LTD. 05/12/2025 109.73 K $55.78 M   -41.78% 0.29%
BAIRD FINANCIAL GROUP, INC. 05/15/2025 107.93 K $54.86 M   -2.35% 0.29%
LEGAL & GENERAL GROUP PLC 05/15/2025 107.77 K $54.78 M   -0.15% 0.29%

Watsco, Inc. institutional Ownership - FAQ's

During the previous two years, 1045 institutional investors and hedge funds held shares of Watsco, Inc.. The most heavily invested institutionals were:

FIRST HAWAIIAN BANK: 0

Central Pacific Bank - Trust Division: 0

Trinity Financial Advisors LLC: 0

BlackRock, Inc.: 3.72 M

VANGUARD GROUP INC: 3.57 M

FMR LLC: 3.41 M

92.98% of Watsco, Inc. stock is owned by institutional investors.

Institutional investors have bought a total of 45.96 M shares in the last 24 months. This purchase volume represents approximately $21.06 B in transactions.