WSO Institutional Ownership
Who owns Watsco Inc and what the big funds did with it last quarter, from every SEC 13F filing. 787 funds reported holding WSO at Jun 30, 2026.
- ●338 buying vs 370 selling
- ●Shares held by funds -0.6%
- ▲Funds holding +13
- ▲Superinvestors: 3 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 787 | 774 | +1.7% |
| In funds' top 10 | 11 | 10 | +10.0% |
| 13F shares | 38.1M | 38.3M | −0.6% |
| Held by funds | – | – | – |
| New positions | 88 | 90 | −2.2% |
| Increased | 250 | 285 | −12.3% |
| Reduced | 298 | 241 | +23.7% |
| Sold out | 72 | 85 | −15.3% |
| Calls (shares) | 300 | 3,200 | −90.6% |
| Puts (shares) | 3,700 | 148K | −97.5% |
| Put/call ratio | 12.33 | 46.25 | −73.3% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in WSO
All superinvestors →
Who owns WSO
share of fund held shares- Index and passive funds31.6%
- Active managers and hedge funds53.2%
- Banks and brokers12.9%
- Pensions, insurers and other2.2%
The top 10 holders own 51.7% of all WSO shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
265 funds changed their position- Confluence Investment Management LLCNew+320K sh
- Pembroke Management, LTDTrimmed−71K sh
- DDD Partners, LLCSold out−50K sh
- Oppenheimer Asset Management Inc.Added+47K sh
- Principal Financial Group IncTrimmed−37K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | – | 4.2M | $1.7B | +103K |
| 2 | Capital International Investors | – | 3.5M | $1.5B | +8,294 |
| 3 | Capital Research Global Investors | – | 1.9M | $793M | +3,627 |
| 4 | Vanguard Portfolio Management LLC | – | 1.8M | $738M | +19K |
| 5 | Fmr LLC | – | 1.7M | $711M | −185K |
| 6 | Vanguard Capital Management LLC | – | 1.6M | $658M | +12K |
| 7 | Charles Schwab Investment Management Inc | – | 1.5M | $608M | +119K |
| 8 | State Street Corp | – | 1.3M | $551M | +49K |
| 9 | Kayne Anderson Rudnick Investment Management LLC | – | 1.1M | $473M | −195K |
| 10 | Baillie Gifford & Co | – | 1.1M | $471M | −7,722 |
- Norges Bank+340K sh+$142M
- Findlay Park Partners LLP+189K sh+$78.7M
- Charles Schwab Investment Management Inc+119K sh+$49.7M
- BlackRock, Inc.+103K sh+$42.9M
- Ameriprise Financial Inc+92K sh+$38.4M
- Dearborn Partners LLC+83K sh+$32.4M
- Principal Financial Group Inc+72K sh+$29.8M
- Giverny Capital Inc.+66K sh+$27.5M
- Goldman Sachs Group Inc−227K sh−$94.5M
- Two Sigma Investments, LP−204K sh−$85.2M
- Kayne Anderson Rudnick Investment Management LLC−195K sh−$81.2M
- Fmr LLC−185K sh−$77.1M
- SG Capital Management LLC−140K sh−$58.3M
- Junto Capital Management LP−145K sh−$52.8M
- Employees Retirement System of Texas−101K sh−$42.3M
- Renaissance Technologies LLC−65K sh−$27.2M
WSO institutional ownership FAQ
Who owns the most WSO stock?
In Q2 2026 13F filings the largest holder of WSO was BlackRock, Inc., followed by Capital International Investors and Capital Research Global Investors. Index fund managers are usually the biggest holders of large companies.
What percentage of WSO is owned by institutions?
787 funds reported holding 38.1M WSO shares at Jun 30, 2026.
Are hedge funds buying WSO?
In Q2 2026, 338 funds bought WSO (88 of them new positions) and 370 sold (72 sold out completely). Among well known investors, 3 added and 2 cut. Our fund sentiment for WSO is bullish.
What is WSO's institutional put/call ratio?
Funds reported $1.5M of WSO puts against $125K of calls, a put/call ratio of 12.33 (46.25 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this WSO ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.