Security record · archived quarter
WSO
Watsco, Inc. · Industrials · Industrial - Distribution
12Tracked holders
—Δ holders
4.64MShares held
$2.15BReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 146 | +2 | 29.08M | $12.11B | +6 | −3 |
| Q1 2026 | 146 | -3 | 29.13M | $10.59B | +5 | −9 |
| Q4 2025 | 148 | 0 | 30.63M | $10.21B | +1 | — |
| Q3 2025 | 20 | -1 | 16.71M | $6.76B | — | −2 |
| Q2 2025 | 19 | +1 | 15.43M | $6.81B | +1 | — |
| Q1 2025 | 15 | 0 | 5.33M | $2.71B | — | — |
| Q4 2024 | 15 | 0 | 5.27M | $2.50B | — | — |
| Q3 2024 | 14 | +2 | 4.12M | $2.02B | +2 | — |
| Q2 2024 | 12 | — | 4.64M | $2.15B | — | — |
Who holds it · Q2 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 1.42M | — | $657.73M | 0.5% | n/c | 1 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 1.42M | — | $657.73M | 0.5% | n/c | 1 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 1.42M | — | $657.73M | 0.5% | n/c | 1 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 1.42M | — | $657.73M | 0.5% | n/c | 1 | SEC ↗ |
| 5 | Capital World Investors ✦ | 739.02K | — | $342.34M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 641.08K | — | $296.50M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 641.08K | — | $296.50M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Markel Group ✦ | 571.25K | — | $264.63M | 2.6% | n/c | 1 | SEC ↗ |
| 9 | Markel Group ✦ | 571.25K | — | $264.63M | 2.6% | n/c | 1 | SEC ↗ |
| 10 | Wellington Management ✦ | 523.95K | — | $242.71M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wellington Management ✦ | 523.95K | — | $242.71M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wellington Management ✦ | 523.95K | — | $242.71M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wellington Management ✦ | 523.95K | — | $242.71M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wellington Management ✦ | 523.95K | — | $242.71M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wellington Management ✦ | 523.95K | — | $242.71M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 288.00K | — | $133.41M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 288.00K | — | $133.41M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Norges Bank ✦ (passive) | 236.69K | — | $109.65M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 129.67K | — | $60.07M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | T. Rowe Price ✦ | 129.67K | — | $60.07M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Millennium Management ✦ | 45.02K | — | $20.86M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 20.49K | — | $9.49M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 15.15K | — | $7.02M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 15.15K | — | $7.02M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 15.15K | — | $7.02M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 11.66K | — | $5.40M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 763 holders, 38.08M shares, $13.58B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2024 ·
Methodology ·
Get this via the API