Security record · archived quarter
WSO
Watsco, Inc. · Industrials · Industrial - Distribution
15Tracked holders
0Δ holders
5.27MShares held
$2.50BReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 · Q4 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 1.22M | — | $578.98M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 1.10M | -11.0% | $520.37M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 1.10M | -11.0% | $520.37M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 1.10M | -11.0% | $520.37M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 5 | Baillie Gifford ✦ | 1.10M | -11.0% | $520.37M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 725.19K | +3.0% | $343.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 725.19K | +3.0% | $343.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Capital World Investors ✦ | 639.02K | 0.0% | $302.82M | 0.0% | Held | 3 | SEC ↗ |
| 9 | Markel Group ✦ | 590.50K | +1.4% | $279.83M | 2.5% | ▲ Add | 3 | SEC ↗ |
| 10 | Markel Group ✦ | 590.50K | +1.4% | $279.83M | 2.5% | ▲ Add | 3 | SEC ↗ |
| 11 | Wellington Management ✦ | 353.85K | -21.4% | $167.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wellington Management ✦ | 353.85K | -21.4% | $167.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wellington Management ✦ | 353.85K | -21.4% | $167.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wellington Management ✦ | 353.85K | -21.4% | $167.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wellington Management ✦ | 353.85K | -21.4% | $167.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wellington Management ✦ | 353.85K | -21.4% | $167.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wellington Management ✦ | 353.85K | -21.4% | $167.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Norges Bank ✦ (passive) | 249.66K | -1.5% | $118.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 161.65K | +189.0% | $76.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 161.65K | +189.0% | $76.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | T. Rowe Price ✦ | 88.43K | -11.5% | $41.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | T. Rowe Price ✦ | 88.43K | -11.5% | $41.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Renaissance Technologies ✦ | 62.40K | +134.6% | $29.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Gotham Asset Management ✦ | 27.08K | +38.0% | $12.83M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 25.17K | +15.1% | $11.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 25.17K | +15.1% | $11.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 25.17K | +15.1% | $11.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 25.17K | +15.1% | $11.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Marshall Wace ✦ | 17.80K | +278.7% | $8.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Marshall Wace ✦ | 17.80K | +278.7% | $8.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | D. E. Shaw & Co. ✦ | 7.75K | -28.8% | $3.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Millennium Management ✦ | 937 | -93.1% | $444,035 | 0.0% | ▼ Trim | 3 | 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: Q4 2024 ·
Methodology ·
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