WSO WATSCO INC: institutional ownership and insider trading
838 funds reported holding $17.2B of WATSCO INC in their latest 13F filings; in Q2 2026 funds net sold $233M, with 89 new positions and 73 funds selling out; over the last 12 months insiders bought $0 and sold $0 on the open market.
Famous investors holding WSO
- Tom Gayner (Markel Group): $249M, 1.9% of the portfolio
- Renaissance Technologies (Renaissance Technologies): $63.0M, 0.1% of the portfolio
- Ray Dalio (Bridgewater Associates): $20.0M, 0.1% of the portfolio
- Two Sigma (Two Sigma Investments): $41.1M, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $28.0M, 0.0% of the portfolio
- Izzy Englander (Millennium Management): $3.55M, 0.0% of the portfolio
Largest institutional holders of WSO
- BlackRock, Inc. (BLK) — $1.75B
- Capital International Investors — $1.45B
- VANGUARD GROUP INC — $1.19B
- Capital Research Global Investors — $793M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $738M
- FMR LLC — $711M
- VANGUARD CAPITAL MANAGEMENT LLC — $658M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC — $608M
- STATE STREET CORP (STT, STT-PG) — $551M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC — $473M
Recent WSO insider trades
- Jun 10, 2025: Custer John Michael sold 2,200 shares ($986K)
- Mar 5, 2025: Alvarez Cesar L sold 2,100 shares ($1.05M)
- Dec 18, 2024: Logan Barry S sold 10,998 shares ($5.59M)
Members of Congress trading WSO
- Sep 23, 2025: Val T. Hoyle sold $1.00K–$15.0K
- Aug 13, 2025: Lisa C. McClain sold $1.00K–$15.0K
- Jun 17, 2025: Lisa C. McClain bought $1.00K–$15.0K
- Oct 29, 2024: Val T. Hoyle bought $1.00K–$15.0K
5%+ owners
- Capital International Investors: 10.1% (Schedule 13G/A, filed May 14, 2026)
- Capital Research Global Investors: 5.4% (Schedule 13G, filed May 14, 2026)
- Vanguard Capital Management: 5.2% (Schedule 13G, filed Apr 30, 2026)
- Vanguard Portfolio Management: 5.0% (Schedule 13G, filed Apr 29, 2026)