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WSO Institutional Ownership & 13F Holders | SmartMoneyDB

WSOWATSCO INC

COM · CUSIP 942622200

Smart Money Ownership

Of the 16 tracked institutions holding WSO, 10 have a 3-year clone track record — 8 of them beat the S&P. Average holder's clone alpha: +4.0pt. It's a gauge of who owns the name, not just how many.

$78.7M · 0.1% of book

WSO (WATSCO INC) Institutional Ownership Summary

Among the 16 tracked institutional investors we monitor, WSO (WATSCO INC) is held with a combined value of $5.34B across 14,942,693 shares. The largest holder is BlackRock, Inc. with a position worth $1.49B (0.03% of their portfolio). 2 funds opened new positions in the most recent quarter. 8 funds increased their holdings. 6 funds reduced their position.

Total Institutional Value

$5.34B

Total Shares Held

14,942,693

Institutional Holders

Days to Cover

10.3+12.3%

3.39M shares short · FINRA 2026-07-15

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

Capital Research Global InvestorsNew position~$690.7M BlackRock, Inc.+11% shares~$147.5M BAILLIE GIFFORD & CO+24% shares~$80.1M Gotham Asset Management, LLC+137% shares~$13.4M STATE STREET CORP+3% shares~$12.2M

13F Institutional Holders

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Capital Research Global Investors

RENAISSANCE TECHNOLOGIES LLC

0.12% of book-29.1%

$78.72M

WELLINGTON MANAGEMENT GROUP LLP

0.01% of book-5.9%

$50.99M

Gotham Asset Management, LLC

0.07% of book+136.6%

$23.13M

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$1.49B	4,090,055	0.03%	+11.0%
2	VANGUARD GROUP INC	$1.19B	3,523,522	0.02%	-0.8%
3	Capital Research Global Investors	$690.68M	1,898,603	0.11%	New
4	FMR LLC	$687.68M	1,890,322	0.04%	-3.9%
5	STATE STREET CORP	$463.45M	1,273,941	0.02%	+2.7%
6	BAILLIE GIFFORD & CO	$413.72M	1,137,258	0.42%	+24.0%
7	MARKEL GROUP INC.	$211.79M	582,169	1.77%	+0.8%
8	RENAISSANCE TECHNOLOGIES LLC	$78.72M	216,400	0.12%	-29.1%
9	WELLINGTON MANAGEMENT GROUP LLP	$50.99M	140,170	0.01%	-5.9%
10	Gotham Asset Management, LLC	$23.13M	63,568	0.07%	+136.6%

Congress Trading

2 members · 4 disclosed trades in WSO

Member	Type	Amount	Date
Valerie Hoyle	Sell	$1,001 - $15,000	Sep 23, 2025
Lisa McClain	Sell	$1,001 - $15,000	Aug 13, 2025
Lisa McClain	Buy	$1,001 - $15,000	Jun 17, 2025
Valerie Hoyle	Buy	$1,001 - $15,000

Frequently Asked Questions

Which institutional investors own the most WSO stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of WSO with a position worth $1.49B, representing 0.03% of their portfolio. In total, 16 institutional investors hold WSO with a combined value of $5.34B.

Are hedge funds buying or selling WSO?

In the most recent quarter, 2 funds opened a new position in WSO. Additionally, 8 increased their holdings and 6 reduced their positions.

What percentage of WSO is owned by institutional investors?

Institutional investors hold $5.34B worth of WSO stock across 16 positions. The largest institutional holder is BlackRock, Inc. with $1.49B in holdings.

What is a 13F filing and why does it matter for WSO?

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.

Track WSO institutional moves

Get notified when hedge funds change their WSO positions.