Market Data · 13F holdings

Watsco Inc

Institutional managers reporting a position on Form 13F-HR, as of Mar 31, 2026

WSO
Reported holdings
780
768 filings · −0.1% QoQ
Combined value
$13.84B
as of Mar 31, 2026
Quarter change
+11.6%
from $12.4B on Dec 31, 2025
Top-10 concentration
≥ 51.9%
of combined value, from the 500 largest positions

1Largest holdersA manager's positions among the 500 largest, summed

  1. 1BlackRock, Inc.
    $1.49B10.7%
  2. 2Capital International Investors
    $1.26B9.1%
  3. 3Capital Research Global Investors
    $690.68M5.0%
  4. 4FMR LLC
    $687.68M5.0%
  5. 5VANGUARD PORTFOLIO MANAGEMENT LLC
    $637.02M4.6%
  6. 6VANGUARD CAPITAL MANAGEMENT LLC
    $570.24M4.1%
  7. 7CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    $487.2M3.5%
  8. 8KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
    $483.55M3.5%
  9. 9STATE STREET CORP
    $463.45M3.3%
  10. 10BAILLIE GIFFORD & CO
    $413.72M3.0%

2HoldersChange from Dec 31, 2025

HolderQuantityChangeValueShareFiled
BlackRock, Inc.Common shares4.1M+404.8K+11.0%$1.49B10.75%May 13, 2026
Capital International InvestorsCommon shares3.5M−1.2M−25.1%$1.26B9.13%May 13, 2026
Capital Research Global InvestorsCommon shares1.9M—$690.68M4.99%May 13, 2026
FMR LLCCommon shares1.9M−76,577−3.9%$687.68M4.97%May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLCCommon shares1.8M—$637.02M4.60%May 8, 2026
VANGUARD CAPITAL MANAGEMENT LLCCommon shares · Amendment 1 (restatement)1.6M—$570.24M4.12%May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCommon shares1.3M−219.6K−14.1%$487.2M3.52%May 15, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCCommon shares1.3M−77,679−5.5%$483.55M3.49%May 14, 2026
STATE STREET CORPCommon shares1.3M+33,305+2.7%$463.45M3.35%May 15, 2026
BAILLIE GIFFORD & COCommon shares1.1M+219.8K+24.0%$413.72M2.99%May 8, 2026
MORGAN STANLEYCommon shares891K+66,126+8.0%$324.13M2.34%May 15, 2026
GEODE CAPITAL MANAGEMENT, LLCCommon shares654K+16,016+2.5%$237.45M1.72%May 15, 2026
BLAIR WILLIAM & CO/ILCommon shares582.7K−92,740−13.7%$211.98M1.53%May 8, 2026
MARKEL GROUP INC.Common shares582.2K+4,500+0.8%$211.79M1.53%May 1, 2026
GOLDMAN SACHS GROUP INCCommon shares560.7K+255.9K+84.0%$203.97M1.47%May 15, 2026
DAVENPORT & Co LLCCommon shares545.3K+75,101+16.0%$198.37M1.43%Apr 15, 2026
RAYMOND JAMES FINANCIAL INCCommon shares426.9K+33,035+8.4%$155.3M1.12%May 14, 2026
WELLS FARGO & COMPANY/MNCommon shares421.2K−5,167−1.2%$153.22M1.11%May 11, 2026
UBS Group AGCommon shares363.1K+176.3K+94.3%$132.1M0.95%May 5, 2026
Capital World InvestorsCommon shares339K−95,000−21.9%$123.33M0.89%May 13, 2026
Hamlin Capital Management, LLCCommon shares337.3K−2,987−0.9%$122.72M0.89%Apr 14, 2026
CapFinancial Partners, LLCCommon shares330.9K−65,631−16.6%$120.36M0.87%May 15, 2026
NORTHERN TRUST CORPCommon shares325.3K+6,144+1.9%$118.34M0.85%May 14, 2026
TWO SIGMA INVESTMENTS, LPCommon shares300.1K−104.7K−25.9%$109.17M0.79%May 15, 2026
ENVESTNET ASSET MANAGEMENT INCCommon shares292.4K+73,770+33.7%$106.36M0.77%May 4, 2026
Showing 25 of 500 largest (780 reported)

3Report periods

Report dateFilingsHoldingsCombined valueLatest filed
Mar 31, 2026768780$13.84BMay 29, 2026
Dec 31, 2025772781$12.4BMay 27, 2026
Sep 30, 2025786800—May 27, 2026
Jun 30, 2025812822$14.92BApr 20, 2026
Mar 31, 20252424$1.28BMay 11, 2026

Filings for a quarter keep arriving for months after it ends, so the most recent and the earliest periods can be incomplete.

4About this data

Each row is one manager's position as disclosed in one Form 13F-HR filing; managers below the Form 13F reporting threshold do not appear. Values, quantities and manager names are as reported in each filing. A row totals the entries of one filing that share a security class and option type; a value or quantity is shown as not comparable when those entries differ in currency or unit. A restatement replaces the original filing and every earlier amendment for the same period; an amendment adding new holdings is listed alongside the filing it supplements and labelled as such. Positions are matched to this listing through the security identifiers reported in the filing.

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