WSO

Watsco INC

+$1.4B

Net Activity

Institutions Holding

766

Popularity Rank

#650

Avg Weight

0.20%

Total Value

$14.1B

Ownership Trend

766 institutions currently hold WSO, with 379 net buyers and 327 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

327

Net Buying Institutions

379

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$1.5B
CI
Capital International Investors
$1.3B
CR
Capital Research Global Investors
$690.7M
FL
FMR LLC
$687.7M
VP
Vanguard Portfolio Management LLC
$637.0M

Top 5 by Conviction

CI
Caledonia Investments PLC
9.89%
SC
SG Capital Management LLC
6.31%
VI
Vantage Investment Partners, LLC
4.31%
HC
Hamlin Capital Management, LLC
2.96%
DC
Donaldson Capital Management, LLC
1.91%
View all 766 holding institutions

Quarterly Activity

Recent Activity

+$7.1B

Total Buy Value

$6.5B

Total Sell Value

New buy91
Trim240
Add288
Sold out87

379

Net Buyers

327

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding WATSCO INC (WSO)?
Major stakeholders currently include BlackRock, Inc. ($1.5B), Capital International Investors ($1.3B), Capital Research Global Investors ($690.7M). Based on the latest 13F filings, there are a total of 766 tracked investment funds and institutions maintaining positions in WSO.
What is the overall institutional sentiment toward WSO recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.4B, driven by 379 managers accumulating shares while 327 reduced their exposure.
Which institutions have been selling or reducing their WSO positions?
In the latest period, 240 funds trimmed their holdings, and 87 managers completely exited their positions. The aggregate reported sell value was $6.5B.
Are there any notable investors adding WSO to their portfolios?
Yes, buying activity remains notable. 91 institutions opened new positions in {ticker}, and 288 existing holders added to their shares. The total reported buy value for the quarter amounted to $7.1B.

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