Watsco, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 3.74 M | $1.51 B | -0.79% | 9.88% |
| VANGUARD GROUP INC | 11/07/2025 | 3.55 M | $1.44 B | -0.59% | 9.38% |
| FMR LLC | 11/13/2025 | 3.00 M | $1.21 B | -3.57% | 7.93% |
| CAPITAL INTERNATIONAL INVESTORS | 11/13/2025 | 2.29 M | $924.19 M | 741.45% | 6.04% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2025 | 1.55 M | $625.21 M | 0.89% | 4.08% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 1.51 M | $611.54 M | 1.83% | 4.00% |
| STATE STREET CORP | 11/14/2025 | 1.24 M | $500.57 M | 1.36% | 3.27% |
| BAILLIE GIFFORD & CO | 10/31/2025 | 944.09 K | $381.69 M | -3.30% | 2.49% |
| BLAIR WILLIAM & CO/IL | 11/12/2025 | 799.96 K | $323.42 M | -0.83% | 2.11% |
| CAPITAL WORLD INVESTORS | 11/13/2025 | 634.02 K | $256.33 M | 0.00% | 1.67% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 632.84 K | $255.10 M | 0.57% | 1.67% |
| MORGAN STANLEY | 11/14/2025 | 612.94 K | $247.81 M | 3.86% | 1.62% |
| MARKEL GROUP INC. | 10/31/2025 | 565.17 K | $228.50 M | 0.00% | 1.49% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 482.11 K | $194.92 M | -8.13% | 1.27% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 452.61 K | $182.99 M | -2.43% | 1.20% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 409.57 K | $165.59 M | 9.29% | 1.08% |
| HAMLIN CAPITAL MANAGEMENT, LLC | 11/14/2025 | 405.48 K | $163.94 M | 13.31% | 1.07% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 390.48 K | $157.87 M | 0.35% | 1.03% |
| DAVENPORT & CO LLC | 10/15/2025 | 356.84 K | $143.75 M | 11.22% | 0.94% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 337.59 K | $136.49 M | -2.12% | 0.89% |
| NORTHERN TRUST CORP | 11/14/2025 | 328.80 K | $132.93 M | 1.21% | 0.87% |
| JPMORGAN CHASE & CO | 11/26/2025 | 315.63 K | $127.61 M | -8.09% | 0.83% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 306.09 K | $123.75 M | -2.94% | 0.81% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 276.75 K | $111.89 M | 5.33% | 0.73% |
| BAHL & GAYNOR INC | 11/12/2025 | 258.29 K | $104.42 M | -7.10% | 0.68% |
| ROYAL BANK OF CANADA | 11/14/2025 | 228.81 K | $92.51 M | -7.77% | 0.60% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 227.31 K | $91.89 M | -3.57% | 0.60% |
| CALEDONIA INVESTMENTS PLC | 11/06/2025 | 219.43 K | $88.71 M | 12.86% | 0.58% |
| WELCH & FORBES LLC | 11/04/2025 | 213.23 K | $86.21 M | 0.49% | 0.56% |
| BROWN BROTHERS HARRIMAN & CO | 11/13/2025 | 199.74 K | $80.75 M | 29.26% | 0.53% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 186.98 K | $75.59 M | -12.70% | 0.49% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 173.08 K | $69.98 M | 12,054.35% | 0.46% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 156.05 K | $63.09 M | 4.01% | 0.41% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 150.61 K | $60.89 M | -12.97% | 0.40% |
| BENJAMIN EDWARDS INC | 10/23/2025 | 146.53 K | $59.27 M | 14.09% | 0.39% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 138.20 K | $55.87 M | 183.78% | 0.36% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/17/2025 | 137.44 K | $54.99 M | 85.24% | 0.36% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 11/14/2025 | 132.70 K | $53.65 M | -11.17% | 0.35% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 11/07/2025 | 132.68 K | $53.64 M | -1.74% | 0.35% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 129.04 K | $52.17 M | -19.54% | 0.34% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 11/04/2025 | 124.79 K | $50.45 M | 47.74% | 0.33% |
| AEGON ASSET MANAGEMENT UK PLC | 10/31/2025 | 121.19 K | $48.87 M | 4.27% | 0.32% |
| SCHWARTZ INVESTMENT COUNSEL INC | 10/29/2025 | 120.00 K | $48.52 M | 0.00% | 0.32% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/17/2025 | 116.34 K | $47.04 M | -8.24% | 0.31% |
| UBS GROUP AG | 11/13/2025 | 113.90 K | $46.05 M | 27.17% | 0.30% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 112.82 K | $45.62 M | 10.35% | 0.30% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 111.21 K | $44.96 M | -1.39% | 0.29% |
| MITSUBISHI UFJ TRUST & BANKING CORP | 10/31/2025 | 110.16 K | $44.54 M | 1.85% | 0.29% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 108.69 K | $43.94 M | -0.18% | 0.29% |
| CITADEL ADVISORS LLC | 11/14/2025 | 107.20 K | $43.34 M | -49.54% | 0.28% |
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Watsco, Inc. institutional Ownership - FAQ's
During the previous two years, 1105 institutional investors and hedge funds held shares of Watsco, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 3.74 M
VANGUARD GROUP INC: 3.55 M
FMR LLC: 3 M
Capital International Investors: 2.29 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 1.55 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1.51 M
95.08% of Watsco, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 47.09 M shares in the last 24 months. This purchase volume represents approximately $16.38 B in transactions.