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Of the 17 tracked institutions holding WSO, 10 have a 3-year clone track record — 7 of them beat the S&P. Average holder's clone alpha: +2.6pt. It's a gauge of who owns the name, not just how many.
Among the 17 tracked institutional investors we monitor, WSO (WATSCO INC) is held with a combined value of $6.01B across 15,152,351 shares. The largest holder is BlackRock, Inc. with a position worth $1.75B (0.03% of their portfolio). Bridgewater Associates, LP opened a new position in the most recent quarter. 8 funds increased their holdings. 8 funds reduced their position.
Total Institutional Value
$6.01B
Total Shares Held
15,152,351
Institutional Holders
17
Days to Cover
7.7+2.9%
3.64M shares short · FINRA 2026-08-14
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.75B | 0.03% | +2.5% |
| 2 | VANGUARD GROUP INC | $1.19B | 0.02% | -0.8% |
| 3 | Capital Research Global Investors | $792.71M | 0.11% | +0.2% |
| 4 | FMR LLC | $710.64M | 0.03% | -9.8% |
| 5 | STATE STREET CORP | $551.34M | 0.02% | +3.9% |
| 6 | BAILLIE GIFFORD & CO | $470.71M | 0.43% | -0.7% |
| 7 | MARKEL GROUP INC. | $249.10M | 1.90% | +2.7% |
| 8 | TWO SIGMA ADVISERS, LP | $79.04M | 0.15% | +292.9% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | $62.99M | 0.09% | -30.1% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | $55.03M | 0.01% | -5.8% |
| Member | Type | Date |
|---|---|---|
| Valerie Hoyle | Sell | Sep 23, 2025 |
| Lisa McClain | Sell | Aug 13, 2025 |
| Lisa McClain | Buy | Jun 17, 2025 |
| Valerie Hoyle | Buy |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of WSO with a position worth $1.75B, representing 0.03% of their portfolio. In total, 17 institutional investors hold WSO with a combined value of $6.01B.
In the most recent quarter, 1 fund opened a new position in WSO. Additionally, 8 increased their holdings and 8 reduced their positions.
Institutional investors hold $6.01B worth of WSO stock across 17 positions. The largest institutional holder is BlackRock, Inc. with $1.75B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For WSO, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their WSO positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Oct 29, 2024 |
Last Close
$309.75
2026-09-09
YTD
-10.8%
5% of 52-week range
