13F Insight
DOSSIER · 13F Holders · Q1 2026Consumer Cyclical · Wholesale-Hardware & Plumbing & Heating Equipment & SuppliesCyclicalNet sold
WSO

WATSCO INC

820 institutions still hold WATSCO INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 942622200·Wholesale-Hardware & Plumbing & Heating Equipment & Supplies·820 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.1%
vs prior quarter
13F value held
$9.2B
78.0% inst. owned
of float
Holders
820
-83 QoQ
filers reporting
Activity
+77 / −37
+787 added · −733 reduced
this quarter
Concentration
16.21%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

820 institutions reported WSO in Q1 2026. BlackRock, Inc. leads at 16.2% of the visible book. -83 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$1.5B4.1M0.03%Q1 202602
Capital International Investors
CIK 0001562230
$1.3B3.5M0.30%Q1 202603
Capital Research Global Investors
CIK 0001422848
$691M1.9M0.11%Q1 202604
FMR LLC
CIK 0000315066
$688M1.9M0.04%Q1 202605
Vanguard Portfolio Management
CIK 0002100121
$637M1.8M0.03%Q1 202606
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$570M1.6M0.01%Q1 202607
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$487M1.3M0.07%Q1 202608
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
CIK 0001021223
$484M1.3M1.42%Q1 202609
STATE STREET CORP
CIK 0000093751
$463M1.3M0.02%Q1 202610
BAILLIE GIFFORD & CO
CIK 0001088875
$414M1.1M0.42%Q1 202611
MORGAN STANLEY
CIK 0000895421
$324M891K0.02%Q1 202612
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$237M654K0.01%Q1 202613
BLAIR WILLIAM & CO/IL
CIK 0000902367
$212M583K0.61%Q1 202614
MARKEL GROUP INC.
CIK 0001096343
$212M582K1.77%Q1 202615
GOLDMAN SACHS GROUP INC
CIK 0000886982
$204M561K0.02%Q1 202616
DAVENPORT & Co LLC
CIK 0000887777
$198M545K1.08%Q1 202617
BOSTON FINANCIAL MANGEMENT LLC
CIK 0001053055
$162M342K4.90%Q4 202418
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$155M427K0.05%Q1 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$153M421K0.03%Q1 202620
UBS Group AG
CIK 0001610520
$132M363K0.02%Q1 2026
Page 1 of 41
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