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Security record · archived quarter

WSO

Watsco, Inc. · Industrials · Industrial - Distribution

314.52 +4.0% mkt cap $12.95B quote delayed (FMP) · as of Aug 26 20:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
148Tracked holders
0Δ holders
30.63MShares held
$10.21BReported value
+1New positions
−0Exits
Stable Conviction score 50/100 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.1% · net new positions +0.7%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Capital International Investors 4.64M $1.56B 0.2% n/c 1 SEC ↗
2 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
3 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
4 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
5 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
6 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
7 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
8 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
9 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
10 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
11 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
12 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
13 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
14 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
15 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
16 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
17 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
18 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
19 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
20 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
21 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
22 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
23 BlackRock (passive) 3.69M -1.5% $1.24B 0.0% ▼ Trim 3 SEC ↗
24 The Vanguard Group (passive) 3.52M -0.8% $1.19B 0.0% ▼ Trim 3 SEC ↗
25 The Vanguard Group (passive) 3.52M -0.8% $1.19B 0.0% ▼ Trim 3 SEC ↗
26 The Vanguard Group (passive) 3.52M -0.8% $1.19B 0.0% ▼ Trim 3 SEC ↗
27 The Vanguard Group (passive) 3.52M -0.8% $1.19B 0.0% ▼ Trim 3 SEC ↗
28 The Vanguard Group (passive) 3.52M -0.8% $1.19B 0.0% ▼ Trim 3 SEC ↗
29 Fidelity (FMR) 1.97M -34.5% $662.75M 0.0% ▼ Trim 3 SEC ↗
30 Fidelity (FMR) 1.97M -34.5% $662.75M 0.0% ▼ Trim 3 SEC ↗
31 Fidelity (FMR) 1.97M -34.5% $662.75M 0.0% ▼ Trim 3 SEC ↗
32 Fidelity (FMR) 1.97M -34.5% $662.75M 0.0% ▼ Trim 3 SEC ↗
33 Fidelity (FMR) 1.97M -34.5% $662.75M 0.0% ▼ Trim 3 SEC ↗
34 Fidelity (FMR) 1.97M -34.5% $662.75M 0.0% ▼ Trim 3 SEC ↗
35 Charles Schwab Investment… 1.56M $525.63M 0.1% n/c 1 SEC ↗
36 Charles Schwab Investment… 1.56M $525.63M 0.1% n/c 1 SEC ↗
37 Charles Schwab Investment… 1.56M $525.63M 0.1% n/c 1 SEC ↗
38 Kayne Anderson Rudnick Investment… 1.41M $474.05M 1.3% n/c 1 SEC ↗
39 Kayne Anderson Rudnick Investment… 1.41M $474.05M 1.3% n/c 1 SEC ↗
40 Kayne Anderson Rudnick Investment… 1.41M $474.05M 1.3% n/c 1 SEC ↗
41 State Street Global Advisors (passive) 1.24M +0.2% $418.03M 0.0% ▲ Add 5 SEC ↗
42 Baillie Gifford 917.49K -2.8% $309.15M 0.3% ▼ Trim 7 SEC ↗
43 Baillie Gifford 917.49K -2.8% $309.15M 0.3% ▼ Trim 7 SEC ↗
44 Baillie Gifford 917.49K -2.8% $309.15M 0.3% ▼ Trim 7 SEC ↗
45 Baillie Gifford 917.49K -2.8% $309.15M 0.3% ▼ Trim 7 SEC ↗
46 Morgan Stanley 825.46K +34.5% $278.14M 0.0% ▲ Add 2 SEC ↗
47 Morgan Stanley 825.46K +34.5% $278.14M 0.0% ▲ Add 2 SEC ↗
48 Morgan Stanley 825.46K +34.5% $278.14M 0.0% ▲ Add 2 SEC ↗
49 Morgan Stanley 825.46K +34.5% $278.14M 0.0% ▲ Add 2 SEC ↗
50 Morgan Stanley 825.46K +34.5% $278.14M 0.0% ▲ Add 2 SEC ↗
51 Morgan Stanley 825.46K +34.5% $278.14M 0.0% ▲ Add 2 SEC ↗
52 Morgan Stanley 825.46K +34.5% $278.14M 0.0% ▲ Add 2 SEC ↗
53 Morgan Stanley 825.46K +34.5% $278.14M 0.0% ▲ Add 2 SEC ↗
54 Morgan Stanley 825.46K +34.5% $278.14M 0.0% ▲ Add 2 SEC ↗
55 Morgan Stanley 825.46K +34.5% $278.14M 0.0% ▲ Add 2 SEC ↗
56 Morgan Stanley 825.46K +34.5% $278.14M 0.0% ▲ Add 2 SEC ↗
57 Morgan Stanley 825.46K +34.5% $278.14M 0.0% ▲ Add 2 SEC ↗
58 Morgan Stanley 825.46K +34.5% $278.14M 0.0% ▲ Add 2 SEC ↗
59 Morgan Stanley 825.46K +34.5% $278.14M 0.0% ▲ Add 2 SEC ↗
60 Blair William & Co/Il 675.44K $227.59M 0.6% n/c 1 SEC ↗
61 Geode Capital Management (passive) 638.01K +0.8% $214.37M 0.0% ▲ Add 7 SEC ↗
62 Geode Capital Management (passive) 638.01K +0.8% $214.37M 0.0% ▲ Add 7 SEC ↗
63 Markel Group 577.67K +2.2% $194.65M 1.6% ▲ Add 7 SEC ↗
64 Markel Group 577.67K +2.2% $194.65M 1.6% ▲ Add 7 SEC ↗
65 Capital World Investors 434.02K -31.5% $146.24M 0.0% ▼ Trim 7 SEC ↗
66 Wells Fargo & Company/Mn 426.36K $143.66M 0.0% n/c 1 SEC ↗
67 Wells Fargo & Company/Mn 426.36K $143.66M 0.0% n/c 1 SEC ↗
68 Wells Fargo & Company/Mn 426.36K $143.66M 0.0% n/c 1 SEC ↗
69 Wells Fargo & Company/Mn 426.36K $143.66M 0.0% n/c 1 SEC ↗
70 Wells Fargo & Company/Mn 426.36K $143.66M 0.0% n/c 1 SEC ↗
71 Two Sigma Investments 404.80K +133.9% $136.40M 0.2% ▲ Add 3 SEC ↗
72 Captrust Financial Advisors 396.51K $133.61M 0.3% n/c 1 SEC ↗
73 Raymond James Financial Inc 393.87K $132.71M 0.0% n/c 1 SEC ↗
74 Raymond James Financial Inc 393.87K $132.71M 0.0% n/c 1 SEC ↗
75 Raymond James Financial Inc 393.87K $132.71M 0.0% n/c 1 SEC ↗
76 Neuberger Berman Group LLC 382.85K $129.00M 0.1% n/c 1 SEC ↗
77 Neuberger Berman Group LLC 382.85K $129.00M 0.1% n/c 1 SEC ↗
78 Norges Bank (passive) 328.99K New $110.85M 0.0% New 1 SEC ↗
79 Northern Trust Corp 319.16K $107.54M 0.0% n/c 1 SEC ↗
80 Northern Trust Corp 319.16K $107.54M 0.0% n/c 1 SEC ↗
81 Northern Trust Corp 319.16K $107.54M 0.0% n/c 1 SEC ↗
82 Northern Trust Corp 319.16K $107.54M 0.0% n/c 1 SEC ↗
83 Northern Trust Corp 319.16K $107.54M 0.0% n/c 1 SEC ↗
84 Northern Trust Corp 319.16K $107.54M 0.0% n/c 1 SEC ↗
85 Northern Trust Corp 319.16K $107.54M 0.0% n/c 1 SEC ↗
86 Northern Trust Corp 319.16K $107.54M 0.0% n/c 1 SEC ↗
87 Goldman Sachs Group 306.32K -9.7% $103.22M 0.0% ▼ Trim 2 SEC ↗
88 Goldman Sachs Group 306.32K -9.7% $103.22M 0.0% ▼ Trim 2 SEC ↗
89 Goldman Sachs Group 306.32K -9.7% $103.22M 0.0% ▼ Trim 2 SEC ↗
90 Goldman Sachs Group 306.32K -9.7% $103.22M 0.0% ▼ Trim 2 SEC ↗
91 Goldman Sachs Group 306.32K -9.7% $103.22M 0.0% ▼ Trim 2 SEC ↗
92 Renaissance Technologies 305.28K +120.9% $102.86M 0.2% ▲ Add 6 SEC ↗
93 Corient Private Wealth LP 617.59K $95.74M 0.1% n/c 1 SEC ↗
94 Corient Private Wealth LP 617.59K $95.74M 0.1% n/c 1 SEC ↗
95 Corient Private Wealth LP 617.59K $95.74M 0.1% n/c 1 SEC ↗
96 Corient Private Wealth LP 617.59K $95.74M 0.1% n/c 1 SEC ↗
97 Bank of New York Mellon Corp 254.20K $85.65M 0.0% n/c 1 SEC ↗
98 Bank of New York Mellon Corp 254.20K $85.65M 0.0% n/c 1 SEC ↗
99 Bank of New York Mellon Corp 254.20K $85.65M 0.0% n/c 1 SEC ↗
100 Bank of New York Mellon Corp 254.20K $85.65M 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

Norges Bank $110.85M 0.0%

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 2025 · Methodology · Get this via the API