Who Owns WSO?

Watsco, Inc. — Institutional Ownership & 13F Holdings

$427.27

-10.95 (-2.50%)

Market Cap

$17.9B

Shares Outstanding

40,655,765

Institutional Holders

826

Total Inst. Value

$22.8B

% of Float Held

108.2%

QoQ Holder Change

+292

Institutional data as of Q1 2025

New Positions

172

Closed Positions

64

Increased

293

Decreased

261

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1NICHOLAS COMPANY, INC.New$5.8B11,373
2BlackRock, Inc.$1.9B3,723,348
3VANGUARD GROUP INC$1.8B3,568,862
4FMR LLC$1.7B3,407,807
5CANADA PENSION PLAN INVESTMENT BOARD$1.3B2,519
6KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$791.7M1,557,610
7STATE STREET CORP$629.3M1,238,087
8NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$446.2M878
9BLAIR WILLIAM & CO/IL$414.1M814,712
10GEODE CAPITAL MANAGEMENT, LLC$386.4M761,504

Biggest Buyers & Sellers This Quarter

Top Sellers

FundShares RemovedValue
Mitsubishi UFJ Trust & Banking Corp-109K$77.9M
BAILLIE GIFFORD & CO-79K$518K
Invesco Ltd.-79K$55.8M
FMR LLC-63K$1.7B
VANGUARD GROUP INC-49K$1.8B

Famous Fund Managers

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Frequently Asked Questions

How many institutional investors hold WSO?

As of Q1 2025, 826 institutional investors report holding WSO (Watsco, Inc.) in their 13F filings.

What percentage of Watsco, Inc. is owned by institutions?

Institutional investors hold approximately 108.2% of Watsco, Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most WSO?

The largest institutional holder of WSO is NICHOLAS COMPANY, INC. with $5.8B in shares.

Are institutions buying or selling WSO?

This quarter, 172 institutions opened new positions in WSO and 64 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.