WSO

Watsco, Inc.

TickerWSO
Sector · IndustryIndustrialsIndustrial Distribution
13D/G
SecurityCommon Stock · US
CUSIP942622200

WSO institutional ownership changes in Q2 2026: 124 institutions opened or added positions, 135 trimmed or exited. WSO (Watsco, Inc.) is held by 255 institutional investors as of Q2 2026. Top institutional shareholders: BlackRock, Inc. ($1.7B), Capital International Investors ($1.5B), Capital Research Global Investors ($792.7M). Institutions were selling, on balance.

255
Holders
(15 Elite)
$14B
Total Value
48% (259)
Consensus
124 buying135 selling
Fund holdings as of
WSO

Smart Money Verdict

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Held by 255 funds
15 elite

Who's Trading

Source dates: Price Nov 6, 2026 · Insiders none · Activists May 14, 2026 · Congress Oct 10, 2025

ActivistCapital Research Global InvestorsCapital Research Global Investors5.4%
ActivistCapital International InvestorsCapital International Investors10.1%
ActivistVAVanguard Capital Management5.2%
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Top Holders

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Action
Increased
4.2M(+2.5%)$1.7B0.0%-30.43%
33
Increased
3.5M(+0.2%)$1.5B0.3%-12.85%
38
Increased
1.9M(+0.2%)$792.7M0.1%-11.95%
38
Increased
1.8M(+1.1%)$737.8M0.0%-12.07%
32
Decreased
1.7M(-9.8%)$710.6M0.0%-5.34%
0
Increased
1.6M(+0.8%)$658.1M0.0%-12.02%
32
Increased
1.5M(+8.9%)$607.9M0.1%+28.76%
34
Increased
1.3M(+3.9%)$551.3M0.0%+31.34%
33
Decreased
1.1M(-14.7%)$472.7M1.5%+49.45%
0
Decreased
1.1M(-0.7%)$470.7M0.4%+67.48%
0
Increased
902,406(+1.3%)$376.1M0.0%-22.48%
31
Increased
659,265(+0.8%)$274.2M0.0%+31.87%
31
Increased
597,750(+2.7%)$249.1M1.9%+122.62%
50
Decreased
564,024(-3.2%)$235M0.6%+76.08%
0
Decreased
530,366(-2.7%)$220.1M1.1%+79.16%
0
Decreased
398,839(-5.3%)$166.2M0.0%+80.74%
0
Decreased
386,397(-9.5%)$161M0.0%-28.21%
0
Decreased
360,182(-0.8%)$150.1M0.0%-14.92%
0
Unchanged
339,018$141.3M0.0%+115.23%
0
Decreased
333,871(-40.5%)$139.1M0.0%-14.55%
0

Showing 1-20 of 266

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WSOWSOWatsco, Inc.

Other Industrials stocks held by institutions

Questions investors ask about WSO

Who owns WSO?

255 institutional investors held WSO on June 30, 2026, led by BlackRock, Inc. ($1.7B), Capital International Investors ($1.5B) and Capital Research Global Investors ($792.7M).

How many hedge funds hold WSO?

255 institutional investors reported WSO in their 13F filings for the quarter ended June 30, 2026, $14B in all. 15 of them are rated Elite.

Are institutions buying or selling WSO?

Selling, on balance. In Q2 2026, 135 institutions trimmed or exited WSO and 124 institutions opened or added to positions.

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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