WSO
Common Stock

Watsco INC

As of Jun 30, 2026 CUSIP 942622200
Institutional Holders
775
Total Held Value
$15.60B
Total Exact Shares
38.49M
Largest Holder
BlackRock
4.19M shares • $1.75B
Reported Holders775
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 BlackRock $1.75B <0.1% +2.5% 4.19M Jun 30, 2026
2 Capital International Investors $1.45B 0.3% +0.2% 3.49M Jun 30, 2026
3 Capital Research Global Investors $792.7M 0.1% +0.2% 1.90M Jun 30, 2026
4 Vanguard Portfolio Management $737.8M <0.1% +1.1% 1.77M Jun 30, 2026
5 Fidelity (FMR) $710.6M <0.1% -9.8% 1.71M Jun 30, 2026
6 Vanguard Capital Management $658.1M <0.1% +0.7% 1.58M Jun 30, 2026
7 Charles Schwab Investment Management $607.9M 0.1% +8.9% 1.46M Jun 30, 2026
8 State Street $551.3M <0.1% +3.9% 1.32M Jun 30, 2026
9 Kayne Anderson Rudnick Investment Management $472.7M 1.5% -14.7% 1.13M Jun 30, 2026
10 Baillie Gifford & Co. $470.7M 0.4% -0.7% 1.13M Jun 30, 2026
11 Morgan Stanley $376.1M <0.1% +1.3% 902.4K Jun 30, 2026
12 Geode Capital Management $274.2M <0.1% +0.8% 659.3K Jun 30, 2026
13 Markel Group $249.1M 1.9% +2.7% 597.8K Jun 30, 2026
14 Blair William & Co. $235.0M 0.6% -3.2% 564.0K Jun 30, 2026
15 Wells Fargo $166.2M <0.1% -5.3% 398.8K Jun 30, 2026
16 Raymond James Financial $161.0M <0.1% -9.5% 386.4K Jun 30, 2026
17 Davenport & Co.
Filing dated Sep 30, 2026
 $160.8M 0.8% +0.4% 532.3K Sep 30, 2026
18 UBS Group $150.1M <0.1% -0.8% 360.2K Jun 30, 2026
19 Norges Bank $141.9M <0.1% — 340.4K — Jun 30, 2026
20 Capital World Investors $141.3M <0.1% — 339.0K Jun 30, 2026
Exited in Latest Filing84
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.