Watsco, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 3.74 M | $1.77 B | -1.30% | 9.96% |
| VANGUARD GROUP INC | 02/11/2025 | 3.62 M | $1.71 B | 1.46% | 8.97% |
| FMR LLC | 02/13/2025 | 3.47 M | $1.64 B | -4.22% | 8.61% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/21/2025 | 1.55 M | $734.46 M | 0.17% | 3.84% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 1.37 M | $649.96 M | 9.48% | 3.40% |
| BAILLIE GIFFORD & CO | 01/31/2025 | 1.10 M | $520.37 M | -11.02% | 2.93% |
| BLAIR WILLIAM & CO/IL | 02/12/2025 | 770,936 | $365.34 M | -1.80% | 1.91% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 725,186 | $343.17 M | 2.96% | 1.80% |
| CAPITAL WORLD INVESTORS | 02/13/2025 | 639,019 | $302.82 M | 0.00% | 1.70% |
| MARKEL GROUP INC. | 02/07/2025 | 590,500 | $279.83 M | 1.37% | 1.57% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 595,982 | $282.43 M | -0.23% | 1.48% |
| JPMORGAN CHASE & CO | 02/12/2025 | 477,470 | $226.27 M | 2.89% | 1.18% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 466,710 | $221.17 M | -1.53% | 1.16% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 371,724 | $176.16 M | 100.00% | 0.99% |
| HAMLIN CAPITAL MANAGEMENT, LLC | 01/16/2025 | 345,020 | $163.50 M | 9.69% | 0.92% |
| BOSTON FINANCIAL MANGEMENT LLC | 02/03/2025 | 342,412 | $162.27 M | 0.34% | 0.91% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 353,849 | $167.69 M | -21.40% | 0.88% |
| DAVENPORT & CO LLC | 01/24/2025 | 327,729 | $155.39 M | 6.36% | 0.87% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 342,077 | $162.11 M | -8.49% | 0.85% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 287,924 | $136.44 M | 1.03% | 0.71% |
| MITSUBISHI UFJ TRUST & BANKING CORP | 02/12/2025 | 262,437 | $124.40 M | -20.50% | 0.70% |
| BAHL & GAYNOR INC | 02/06/2025 | 251,529 | $119.20 M | 5.40% | 0.67% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 260,104 | $123.26 M | 1.24% | 0.64% |
| NORGES BANK | 02/12/2025 | 249,661 | $118.31 M | 100.00% | 0.62% |
| BARCLAYS PLC | 02/13/2025 | 237,647 | $112.62 M | -38.18% | 0.59% |
| LORD, ABBETT & CO. LLC | 02/14/2025 | 220,586 | $104.53 M | 100.00% | 0.59% |
| WELCH & FORBES LLC | 02/07/2025 | 214,281 | $101.55 M | -0.29% | 0.57% |
| ROYAL BANK OF CANADA | 02/14/2025 | 228,115 | $108.10 M | 1.47% | 0.57% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 218,987 | $103.78 M | 2.51% | 0.54% |
| CALEDONIA INVESTMENTS PLC | 01/10/2025 | 194,427 | $92.17 M | -2.51% | 0.52% |
| INVESCO LTD. | 02/13/2025 | 188,480 | $89.32 M | -2.51% | 0.47% |
| CI PRIVATE WEALTH, LLC | 02/10/2025 | 157,818 | $74.79 M | -4.38% | 0.42% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 02/14/2025 | 144,435 | $68.45 M | 13.04% | 0.39% |
| AEGON ASSET MANAGEMENT UK PLC | 01/21/2025 | 139,157 | $65.97 M | 15.12% | 0.37% |
| PROFICIO CAPITAL PARTNERS LLC | 02/05/2025 | 134,214 | $134,214 | 100.00% | 0.36% |
| BROWN BROTHERS HARRIMAN & CO | 02/12/2025 | 132,393 | $62.74 M | 11.48% | 0.35% |
| UBS GROUP AG | 02/14/2025 | 138,270 | $65.52 M | 124.71% | 0.34% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 02/07/2025 | 126,875 | $60.12 M | 3.87% | 0.34% |
| HANDELSBANKEN FONDER AB | 02/03/2025 | 122,458 | $58.03 M | -4.00% | 0.33% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 130,379 | $61.79 M | 9.69% | 0.32% |
| HOWLAND CAPITAL MANAGEMENT LLC | 01/28/2025 | 118,893 | $56.34 M | -1.13% | 0.32% |
| GW&K INVESTMENT MANAGEMENT, LLC | 02/05/2025 | 114,187 | $54.11 M | -2.38% | 0.30% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 122,189 | $57.90 M | -5.10% | 0.30% |
| RIVERBRIDGE PARTNERS LLC | 01/17/2025 | 113,472 | $53.77 M | -6.53% | 0.30% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 110,752 | $52.48 M | 542.19% | 0.30% |
| BAIRD FINANCIAL GROUP, INC. | 02/14/2025 | 110,521 | $52.37 M | -3.23% | 0.29% |
| BENJAMIN EDWARDS INC | 02/14/2025 | 108,766 | $51.56 M | 1.21% | 0.29% |
| SWEDBANK AB | 01/22/2025 | 103,831 | $49.20 M | -40.25% | 0.28% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 107,925 | $51.14 M | -34.36% | 0.27% |
| PREMIER FUND MANAGERS LTD | 02/12/2025 | 100,000 | $47.50 M | 0.00% | 0.27% |
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Watsco, Inc. institutional Ownership - FAQ's
During the previous two years, 1034 institutional investors and hedge funds held shares of Watsco, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 3.74 M
VANGUARD GROUP INC: 3.62 M
FMR LLC: 3.47 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 1.55 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1.37 M
BAILLIE GIFFORD & CO: 1.1 M
94.28% of Watsco, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 44.17 M shares in the last 24 months. This purchase volume represents approximately $20.82 B in transactions.