Who owns Watsco (WSO-B)
Which tracked institutional funds hold WSO-B, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WSO-B company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
258 tracked funds added or opened WSO-B while 126 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WSO-B’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes WSO-B more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WSO-B divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 733 tracked filers holding WSO-B, 327 increased or opened the position and 417 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WSO-B between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 26
- Findlay Park Partners LLP$79M
- Giverny Capital Inc.$27M
- Bridgewater Associates, LP$20M
- Squarepoint Ops LLC$12M
- ING GROEP NV$11M
- Erste Asset Management GmbH$9M
Full exits 74
- Vantage Investment Partners, LLC$63M
- Junto Capital Management LP$53M
- Employees Retirement System of Texas$39M
- NATIXIS ADVISORS, LLC$23M
- Handelsbanken Fonder AB$19M
- CANADA LIFE ASSURANCE Co$18M
Largest adds
- BlackRock, Inc.$464M
- Capital International Investors$188M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$121M
- Capital Research Global Investors$102M
- VANGUARD PORTFOLIO MANAGEMENT LLC$101M
- STATE STREET CORP$88M
Largest trims
- TWO SIGMA INVESTMENTS, LP$69M
- GOLDMAN SACHS GROUP INC$65M
- SG Capital Management LLC$50M
- RENAISSANCE TECHNOLOGIES LLC$16M
- MILLENNIUM MANAGEMENT LLC$13M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$11M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,192,919 | $1.7B | 12.2% | 2026-Q2 |
| Capital International Investors added | 3,485,525 | $1.5B | 10.2% | 2026-Q2 |
| Capital Research Global Investors added | 1,902,230 | $793M | 5.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,770,531 | $738M | 5.2% | 2026-Q2 |
| FMR LLC trimmed | 1,705,273 | $711M | 5.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,579,210 | $658M | 4.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,459,768 | $608M | 4.3% | 2026-Q2 |
| STATE STREET CORP added | 1,323,011 | $551M | 3.9% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 1,134,361 | $473M | 3.3% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 1,129,536 | $471M | 3.3% | 2026-Q2 |
| MORGAN STANLEY added | 902,406 | $376M | 2.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 659,265 | $274M | 1.9% | 2026-Q2 |
| Markel Group Inc. added | 597,750 | $249M | 1.7% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 564,024 | $235M | 1.6% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 530,366 | $220M | 1.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 398,839 | $166M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 386,397 | $161M | 1.1% | 2026-Q2 |
| UBS Group AG trimmed | 360,182 | $150M | 1.1% | 2026-Q2 |
| NORGES BANK added | 340,450 | $142M | 1.0% | 2026-Q2 |
| Capital World Investors | 339,018 | $141M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 333,871 | $139M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 333,627 | $139M | 1.0% | 2026-Q2 |
| Hamlin Capital Management, LLC trimmed | 304,324 | $127M | 0.9% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 299,013 | $125M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 286,256 | $119M | 0.8% | 2026-Q2 |
| Bahl & Gaynor LLC added | 267,656 | $112M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 260,848 | $109M | 0.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 246,130 | $103M | 0.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 235,277 | $98M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 235,013 | $98M | 0.7% | 2026-Q2 |
| CALEDONIA INVESTMENTS PLC | 232,927 | $97M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 221,702 | $92M | 0.6% | 2026-Q2 |
| Welch & Forbes LLC trimmed | 209,280 | $87M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 207,064 | $85M | 0.6% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO trimmed | 203,204 | $85M | 0.6% | 2026-Q2 |
| Findlay Park Partners LLP new | 188,840 | $79M | 0.6% | 2026-Q2 |
| DONALDSON CAPITAL MANAGEMENT, LLC added | 166,210 | $69M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 160,683 | $67M | 0.5% | 2026-Q2 |
| BROWN ADVISORY INC added | 151,676 | $63M | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 151,160 | $63M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 148,207 | $62M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP added | 144,689 | $60M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 139,518 | $58M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 135,045 | $56M | 0.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 132,056 | $55M | 0.4% | 2026-Q2 |
| Epoch Investment Partners, Inc. trimmed | 131,903 | $55M | 0.4% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 130,302 | $54M | 0.4% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 128,444 | $54M | 0.4% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 123,775 | $52M | 0.4% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 121,392 | $51M | 0.4% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC trimmed | 120,334 | $50M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 112,909 | $47M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 108,856 | $45M | 0.3% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 104,992 | $44M | 0.3% | 2026-Q2 |
| AEGON ASSET MANAGEMENT UK Plc trimmed | 103,965 | $43M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 103,164 | $43M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 98,564 | $41M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 95,682 | $40M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 94,084 | $39M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 92,175 | $38M | 0.3% | 2026-Q2 |
| ANCHOR CAPITAL ADVISORS LLC added | 91,748 | $38M | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 90,437 | $38M | 0.3% | 2026-Q2 |
| Swedbank AB added | 87,004 | $36M | 0.3% | 2026-Q2 |
| Conestoga Capital Advisors, LLC trimmed | 80,975 | $34M | 0.2% | 2026-Q2 |
| HOWLAND CAPITAL MANAGEMENT LLC trimmed | 80,495 | $34M | 0.2% | 2026-Q2 |
| Fenimore Asset Management Inc trimmed | 80,217 | $33M | 0.2% | 2026-Q2 |
| DEARBORN PARTNERS LLC | 89,590 | $33M | 0.2% | 2026-Q2 |
| DUDLEY & SHANLEY, INC. added | 78,012 | $33M | 0.2% | 2026-Q2 |
| Wilkinson Global Asset Management LLC trimmed | 75,839 | $32M | 0.2% | 2026-Q2 |
| ALPS ADVISORS INC trimmed | 71,021 | $30M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 71,378 | $30M | 0.2% | 2026-Q2 |
| CAPITAL ADVISORS INC/OK trimmed | 70,906 | $30M | 0.2% | 2026-Q2 |
| Curi Capital, LLC added | 69,438 | $29M | 0.2% | 2026-Q2 |
| Giverny Capital Inc. new | 65,975 | $27M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 65,931 | $27M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 65,866 | $27M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 64,442 | $27M | 0.2% | 2026-Q2 |
| Capital International, Inc./CA/ trimmed | 63,506 | $26M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 63,068 | $26M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 59,266 | $25M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 58,745 | $24M | 0.2% | 2026-Q2 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 57,428 | $24M | 0.2% | 2026-Q2 |
| Pembroke Management, LTD trimmed | 50,664 | $21M | 0.1% | 2026-Q2 |
| DDD Partners, LLC trimmed | 50,426 | $21M | 0.1% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 50,409 | $21M | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 50,316 | $21M | 0.1% | 2026-Q2 |
| HEARTLAND ADVISORS INC trimmed | 49,860 | $21M | 0.1% | 2026-Q2 |
| California Public Employees Retirement System added | 49,260 | $21M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 49,013 | $20M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 48,351 | $20M | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP new | 47,897 | $20M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 46,560 | $19M | 0.1% | 2026-Q2 |
| Williams Jones Wealth Management, LLC. trimmed | 45,087 | $19M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 44,475 | $19M | 0.1% | 2026-Q2 |
| GRACE & WHITE INC /NY | 42,200 | $18M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 47,739 | $17M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 40,467 | $17M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 40,371 | $17M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added | 39,691 | $17M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 39,243 | $16M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.