| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Capital International Investors | 14% | +26% | $1,762,163,363 | +$378,888,787 | 4,704,748 | +27% | Capital International Investors | 31 Dec 2025 |
| FMR LLC | 5.6% | -37% | $662,747,309 | -$386,175,369 | 1,966,899 | -37% | FMR LLC | 31 Dec 2025 |
As of 31 Dec 2025, 753 institutional investors reported holding 37,191,798 shares of WATSCO INC - Common Stock (WSO). This represents 107% of the company’s total 34,849,985 outstanding shares.
The largest institutional shareholders of WATSCO INC - Common Stock (WSO) together control 76% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Capital International Investors | 13% | 4,642,893 | +103% | 0.25% | $1,564,422,796 |
| BlackRock, Inc. | 11% | 3,685,280 | -1.5% | 0.02% | $1,241,755,224 |
| VANGUARD GROUP INC | 10% | 3,523,522 | -0.78% | 0.02% | $1,187,250,738 |
| FMR LLC | 5.6% | 1,966,899 | -34% | 0.03% | $662,746,718 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.5% | 1,559,965 | +3.1% | 0.08% | $525,633,714 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4% | 1,406,884 | -9% | 1.3% | $474,049,747 |
| STATE STREET CORP | 3.6% | 1,240,636 | +0.2% | 0.01% | $418,032,300 |
| BAILLIE GIFFORD & CO | 2.6% | 917,492 | -2.8% | 0.26% | $309,148,930 |
| MORGAN STANLEY | 2.4% | 824,866 | +35% | 0.02% | $277,939,379 |
| BLAIR WILLIAM & CO/IL | 1.9% | 675,440 | -16% | 0.61% | $227,589,413 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.8% | 638,014 | +0.82% | 0.01% | $214,372,879 |
| Markel Group Inc. | 1.7% | 577,669 | +2.2% | 1.6% | $194,645,571 |
| DAVENPORT & Co LLC | 1.3% | 470,177 | +32% | 0.86% | $159,292,528 |
| Capital World Investors | 1.2% | 434,018 | -32% | 0.02% | $146,242,365 |
| WELLS FARGO & COMPANY/MN | 1.2% | 426,355 | -5.8% | 0.03% | $143,660,329 |
| TWO SIGMA INVESTMENTS, LP | 1.2% | 404,803 | +134% | 0.2% | $136,398,371 |
| CAPTRUST FINANCIAL ADVISORS | 1.1% | 396,514 | +1.5% | 0.25% | $133,605,256 |
| RAYMOND JAMES FINANCIAL INC | 1.1% | 393,870 | -3.8% | 0.04% | $132,714,524 |
| NEUBERGER BERMAN GROUP LLC | 1.1% | 382,845 | -21% | 0.1% | $128,999,496 |
| Hamlin Capital Management, LLC | 0.98% | 340,322 | -16% | 2.7% | $114,671,498 |
| NORGES BANK | 0.94% | 328,989 | 0.01% | $110,852,844 | |
| NORTHERN TRUST CORP | 0.92% | 319,162 | -2.9% | 0.01% | $107,541,636 |
| RENAISSANCE TECHNOLOGIES LLC | 0.88% | 305,280 | +121% | 0.16% | $102,864,096 |
| GOLDMAN SACHS GROUP INC | 0.87% | 304,763 | -9.7% | 0.01% | $102,689,808 |
| BAHL & GAYNOR INC | 0.75% | 260,786 | +0.97% | 0.44% | $87,871,843 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 37,191,798 | $12,543,468,034 | +$316,400,988 | $336.95 | 753 |
| 2025 Q3 | 36,041,062 | $14,565,457,514 | +$545,943,328 | $404.30 | 774 |
| 2025 Q2 | 34,645,136 | $15,298,209,277 | -$234,712,890 | $441.62 | 798 |
| 2025 Q1 | 35,170,245 | $17,866,616,478 | +$150,703,555 | $508.30 | 833 |
| 2024 Q4 | 35,224,088 | $16,692,574,778 | -$68,638,528 | $473.89 | 815 |
| 2024 Q3 | 35,303,873 | $17,366,121,225 | -$274,082,994 | $491.88 | 780 |
| 2024 Q2 | 35,930,688 | $16,650,107,655 | -$91,374,300 | $463.24 | 769 |
| 2024 Q1 | 36,093,062 | $15,576,037,229 | +$207,968,163 | $431.97 | 737 |
| 2023 Q4 | 35,637,290 | $15,244,342,728 | -$333,746,789 | $428.47 | 722 |
| 2023 Q3 | 36,168,798 | $13,644,138,086 | +$308,122,145 | $377.72 | 679 |
| 2023 Q2 | 35,486,718 | $13,513,596,912 | +$370,252,746 | $381.47 | 673 |
| 2023 Q1 | 34,628,317 | $11,001,731,301 | +$153,025,290 | $318.16 | 605 |
| 2022 Q4 | 34,217,563 | $8,525,639,969 | +$220,024,678 | $249.40 | 560 |
| 2022 Q3 | 33,375,394 | $8,590,997,381 | +$212,013,446 | $257.46 | 531 |
| 2022 Q2 | 32,391,494 | $7,736,513,819 | +$342,996,105 | $238.82 | 503 |
| 2022 Q1 | 31,104,351 | $9,471,765,072 | +$101,422,886 | $304.64 | 489 |
| 2021 Q4 | 30,742,316 | $9,610,770,681 | +$21,010,589 | $312.88 | 515 |
| 2021 Q3 | 30,665,848 | $8,116,836,581 | -$10,364,531 | $264.62 | 470 |
| 2021 Q2 | 30,706,066 | $8,797,899,011 | -$10,756,652 | $286.64 | 468 |
| 2021 Q1 | 31,049,520 | $8,090,146,494 | -$53,170,418 | $260.75 | 459 |
| 2020 Q4 | 30,889,608 | $6,998,058,378 | -$77,108,042 | $226.55 | 435 |
| 2020 Q3 | 31,213,377 | $7,267,220,641 | -$188,712,424 | $232.89 | 431 |
| 2020 Q2 | 31,920,952 | $5,672,211,613 | +$151,216,587 | $177.70 | 379 |
| 2020 Q1 | 31,247,255 | $4,937,543,897 | -$2,778,070 | $158.03 | 365 |
| 2019 Q4 | 30,957,604 | $5,577,033,489 | +$69,185,992 | $180.15 | 381 |
| 2019 Q3 | 30,552,695 | $5,166,554,453 | +$133,935,453 | $169.18 | 367 |
| 2019 Q2 | 29,774,053 | $4,868,758,448 | +$50,436,154 | $163.53 | 378 |
| 2019 Q1 | 29,715,315 | $4,257,963,422 | +$36,442,240 | $143.21 | 361 |
| 2018 Q4 | 29,431,017 | $4,095,209,684 | -$185,874,117 | $139.14 | 340 |
| 2018 Q3 | 30,561,286 | $5,437,283,764 | -$140,156,804 | $178.10 | 357 |
| 2018 Q2 | 31,351,673 | $5,586,668,900 | +$173,060,201 | $178.28 | 352 |
| 2018 Q1 | 30,969,297 | $5,601,934,567 | +$152,762,409 | $180.97 | 342 |
| 2017 Q4 | 30,294,854 | $5,148,655,830 | +$81,311,470 | $170.04 | 339 |
| 2017 Q3 | 29,741,405 | $4,789,403,438 | +$52,582,891 | $161.07 | 293 |
| 2017 Q2 | 29,441,682 | $4,539,334,422 | +$180,458,915 | $154.20 | 292 |
| 2017 Q1 | 28,416,183 | $4,071,591,108 | +$908,432,043 | $143.18 | 306 |
| 2016 Q4 | 24,121,047 | $3,573,124,167 | +$24,760,811 | $148.12 | 284 |
| 2016 Q3 | 23,966,218 | $3,375,268,278 | -$8,706,273 | $140.90 | 271 |
| 2016 Q2 | 24,029,664 | $3,380,691,915 | +$3,412,084 | $140.69 | 268 |
| 2016 Q1 | 24,015,107 | $3,235,236,837 | +$53,724,502 | $134.74 | 256 |
| 2015 Q4 | 23,654,197 | $2,770,548,490 | +$3,235,285 | $117.13 | 246 |
| 2015 Q3 | 23,643,185 | $2,801,262,179 | -$68,118,651 | $118.48 | 231 |
| 2015 Q2 | 24,209,801 | $2,995,721,012 | -$34,326,203 | $123.74 | 220 |
| 2015 Q1 | 24,460,711 | $3,073,601,963 | -$5,577,793 | $125.70 | 198 |
| 2014 Q4 | 24,615,949 | $2,634,249,959 | +$54,913,886 | $107.00 | 189 |
| 2014 Q3 | 24,132,932 | $2,079,768,003 | -$8,188,218 | $86.18 | 187 |
| 2014 Q2 | 23,988,690 | $2,464,655,953 | -$31,913,452 | $102.76 | 199 |
| 2014 Q1 | 24,006,758 | $2,398,389,548 | +$64,183,142 | $99.91 | 198 |