Watsco Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 4.09 M | $1.49 B | 10.98% | 10.79% |
| CAPITAL INTERNATIONAL INVESTORS | 05/13/2026 | 3.48 M | $1.26 B | -25.11% | 9.17% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 05/13/2026 | 1.90 M | $690.68 M | 100.00% | 5.01% |
| FMR LLC | 05/15/2026 | 1.89 M | $687.68 M | -3.89% | 4.99% |
| 05/08/2026 | 1.75 M | $637.02 M | 100.00% | 4.62% | |
| 05/15/2026 | 1.57 M | $570.24 M | 100.00% | 4.14% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.34 M | $487.20 M | -14.07% | 3.54% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 05/14/2026 | 1.33 M | $483.55 M | -5.52% | 3.51% |
| STATE STREET CORP | 05/15/2026 | 1.27 M | $463.45 M | 2.68% | 3.36% |
| BAILLIE GIFFORD & CO | 05/08/2026 | 1.14 M | $413.72 M | 23.95% | 3.00% |
| MORGAN STANLEY | 05/15/2026 | 890.99 K | $324.13 M | 8.02% | 2.35% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 654.03 K | $237.45 M | 2.51% | 1.73% |
| BLAIR WILLIAM & CO/IL | 05/08/2026 | 582.70 K | $211.98 M | -13.73% | 1.54% |
| MARKEL GROUP INC. | 05/01/2026 | 582.17 K | $211.79 M | 0.78% | 1.54% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 560.67 K | $203.97 M | 83.97% | 1.48% |
| DAVENPORT & CO LLC | 04/15/2026 | 545.28 K | $198.37 M | 15.97% | 1.44% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 426.91 K | $155.30 M | 8.39% | 1.13% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 421.19 K | $153.22 M | -1.21% | 1.11% |
| UBS GROUP AG | 05/05/2026 | 363.13 K | $132.10 M | 94.32% | 0.96% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 339.02 K | $123.33 M | -21.89% | 0.89% |
| HAMLIN CAPITAL MANAGEMENT, LLC | 04/14/2026 | 337.34 K | $122.72 M | -0.88% | 0.89% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 330.88 K | $120.36 M | -16.55% | 0.87% |
| NORTHERN TRUST CORP | 05/14/2026 | 325.31 K | $118.34 M | 1.93% | 0.86% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 300.10 K | $109.17 M | -25.87% | 0.79% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 292.36 K | $106.36 M | 33.75% | 0.77% |
| BAHL & GAYNOR INC | 05/07/2026 | 261.92 K | $95.29 M | 0.44% | 0.69% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 251.78 K | $91.59 M | -0.95% | 0.66% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 239.61 K | $87.17 M | 12.17% | 0.63% |
| CALEDONIA INVESTMENTS PLC | 04/22/2026 | 232.93 K | $84.67 M | 0.00% | 0.61% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 226.92 K | $82.52 M | 0.74% | 0.60% |
| BROWN BROTHERS HARRIMAN & CO | 05/14/2026 | 226.00 K | $82.22 M | -2.16% | 0.60% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 216.75 K | $78.85 M | 100.00% | 0.57% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 216.40 K | $78.72 M | -29.11% | 0.57% |
| WELCH & FORBES LLC | 05/01/2026 | 209.81 K | $76.33 M | -0.43% | 0.55% |
| JPMORGAN CHASE & CO | 05/13/2026 | 201.30 K | $70.24 M | -6.29% | 0.53% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 174.55 K | $63.50 M | 124.47% | 0.46% |
| VANTAGE INVESTMENT PARTNERS, LLC | 05/01/2026 | 171.86 K | $62.52 M | 3.43% | 0.45% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 04/30/2026 | 162.64 K | $59.17 M | 47.95% | 0.43% |
| SG CAPITAL MANAGEMENT LLC | 05/08/2026 | 161.19 K | $58.64 M | 100.00% | 0.43% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 149.70 K | $54.46 M | 68.58% | 0.40% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 149.69 K | $54.46 M | 16.42% | 0.40% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 147.38 K | $53.62 M | -3.32% | 0.39% |
| JUNTO CAPITAL MANAGEMENT LP | 05/15/2026 | 145.15 K | $52.80 M | 100.00% | 0.38% |
| ROYAL BANK OF CANADA | 05/15/2026 | 144.17 K | $52.45 M | 4.73% | 0.38% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 143.22 K | $52.01 M | -1.51% | 0.38% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 141.90 K | $51.64 M | -2.23% | 0.37% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 141.30 K | $51.40 M | 427.24% | 0.37% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 140.17 K | $50.99 M | -5.93% | 0.37% |
| EPOCH INVESTMENT PARTNERS, INC. | 05/14/2026 | 133.47 K | $48.55 M | -1.23% | 0.35% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 131.74 K | $47.93 M | 89.80% | 0.35% |
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Watsco Inc. institutional Ownership - FAQ's
During the previous two years, 1064 institutional investors and hedge funds held shares of Watsco Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 4.09 M
Capital International Investors: 3.48 M
Capital Research Global Investors: 1.9 M
FMR LLC: 1.89 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1.34 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 1.33 M
100.99% of Watsco Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 49.74 M shares in the last 24 months. This purchase volume represents approximately $19.60 B in transactions.