Watsco Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 4.19 M | $1.75 B | 2.52% | 11.01% |
| CAPITAL INTERNATIONAL INVESTORS | 08/12/2026 | 3.49 M | $1.45 B | 0.24% | 9.15% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 08/12/2026 | 1.90 M | $792.71 M | 0.19% | 5.00% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 1.77 M | $737.83 M | 1.11% | 4.65% |
| FMR LLC | 08/13/2026 | 1.71 M | $710.64 M | -9.79% | 4.48% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.58 M | $658.10 M | 0.75% | 4.15% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 1.46 M | $607.86 M | 8.91% | 3.83% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 1.46 M | $607.86 M | 100.00% | 3.83% |
| STATE STREET CORP | 08/07/2026 | 1.32 M | $551.34 M | 3.85% | 3.47% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 08/13/2026 | 1.13 M | $472.72 M | -14.66% | 2.98% |
| BAILLIE GIFFORD & CO | 08/06/2026 | 1.13 M | $470.71 M | -0.68% | 2.97% |
| MORGAN STANLEY | 08/13/2026 | 902.41 K | $376.06 M | 1.28% | 2.37% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 659.27 K | $274.19 M | 0.80% | 1.73% |
| MARKEL GROUP INC. | 07/31/2026 | 597.75 K | $249.10 M | 2.68% | 1.57% |
| BLAIR WILLIAM & CO/IL | 08/11/2026 | 564.02 K | $235.05 M | -3.21% | 1.48% |
| DAVENPORT & CO LLC | 07/13/2026 | 530.37 K | $220.06 M | -2.73% | 1.39% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 398.84 K | $166.21 M | -5.31% | 1.05% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 386.40 K | $161.02 M | -9.49% | 1.01% |
| UBS GROUP AG | 08/13/2026 | 360.18 K | $150.10 M | -0.81% | 0.95% |
| NORGES BANK | 08/12/2026 | 340.45 K | $141.88 M | 100.00% | 0.89% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 339.02 K | $141.28 M | 0.00% | 0.89% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 333.87 K | $139.13 M | -40.45% | 0.88% |
| NORTHERN TRUST CORP | 08/13/2026 | 333.63 K | $139.03 M | 2.56% | 0.88% |
| HAMLIN CAPITAL MANAGEMENT, LLC | 07/07/2026 | 304.32 K | $126.82 M | -9.79% | 0.80% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 299.01 K | $124.61 M | -9.63% | 0.79% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 286.26 K | $119.29 M | 19.47% | 0.75% |
| BAHL & GAYNOR INC | 08/13/2026 | 267.66 K | $111.54 M | 2.19% | 0.70% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 260.85 K | $108.70 M | -10.78% | 0.69% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 246.13 K | $102.57 M | 41.01% | 0.65% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 235.28 K | $98.03 M | 3.68% | 0.62% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 235.01 K | $97.94 M | -6.66% | 0.62% |
| CALEDONIA INVESTMENTS PLC | 07/17/2026 | 232.93 K | $97.07 M | 0.00% | 0.61% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 221.70 K | $92.39 M | 2.28% | 0.58% |
| WELCH & FORBES LLC | 07/30/2026 | 209.28 K | $87.21 M | -0.25% | 0.55% |
| JPMORGAN CHASE & CO | 08/12/2026 | 207.06 K | $85.02 M | 2.86% | 0.54% |
| BROWN BROTHERS HARRIMAN & CO | 08/12/2026 | 203.20 K | $84.68 M | -10.09% | 0.53% |
| FINDLAY PARK PARTNERS LLP | 08/12/2026 | 188.84 K | $78.70 M | 100.00% | 0.50% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 08/05/2026 | 166.21 K | $69.26 M | 2.20% | 0.44% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 160.68 K | $66.96 M | 134.33% | 0.42% |
| BROWN ADVISORY INC | 08/14/2026 | 151.68 K | $63.21 M | 47.40% | 0.40% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 151.16 K | $62.99 M | -30.15% | 0.40% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 150.70 K | $62.80 M | 0.67% | 0.40% |
| ROYAL BANK OF CANADA | 08/14/2026 | 148.21 K | $61.76 M | 2.80% | 0.39% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 144.92 K | $60.39 M | 1.19% | 0.38% |
| CITIGROUP INC | 08/03/2026 | 139.52 K | $58.14 M | 63.27% | 0.37% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 135.05 K | $56.28 M | -9.78% | 0.35% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 132.06 K | $55.03 M | -5.79% | 0.35% |
| EPOCH INVESTMENT PARTNERS, INC. | 08/13/2026 | 131.90 K | $54.97 M | -1.17% | 0.35% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 130.30 K | $54.30 M | -0.14% | 0.34% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 128.44 K | $53.55 M | -9.48% | 0.34% |
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Watsco Inc. institutional Ownership - FAQ's
During the previous two years, 1125 institutional investors and hedge funds held shares of Watsco Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 4.19 M
Capital International Investors: 3.49 M
Capital Research Global Investors: 1.9 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 1.77 M
FMR LLC: 1.71 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.58 M
103.08% of Watsco Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 54.14 M shares in the last 24 months. This purchase volume represents approximately $21.33 B in transactions.