Institutional Ownership
BlackRock Inc is the biggest individual institutional holder of Watsco Inc (WSO), owning a total of 3.8 million shares. Combined, the top 32 institutional holders of WSO own 70.99% of the company with a total of 28.6 million shares.
In the latest ownership report on September 30th 2024, the top 32 institutional holders decreased their combined ownership of WSO by 457 thousand shares. 8 institutions bought 684,530 total additional shares and increased their ownership by an average of 5.82%. However 11 institutions sold 1,141,775 total shares and decreased their ownership by an average of 11.01%.
Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Watsco decreased by a net total of -457,245 in the latest quarter.
Institution Ownership Chart
Latest Institutional Ownership Changes
| Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
|---|---|---|---|---|---|
| FMR Inc | 8.975% | 10.571% | 3,624,159 | 346,470 | 2024-09-30 |
| Vanguard Group Inc | 8.831% | 2.394% | 3,565,982 | 83,357 | 2024-09-30 |
| Kayne Anderson Rudnick Investment Management LLC | 3.832% | 0.681% | 1,547,223 | 10,467 | 2024-09-30 |
| Charles Schwab Investment Management Inc | 3.103% | 5.210% | 1,252,822 | 62,041 | 2024-09-30 |
| Baillie Gifford & Co Limited. | 3.056% | -13.079% | 1,234,136 | -185,703 | 2024-09-30 |
| State Street Corp | 2.907% | 5.943% | 1,173,762 | 65,846 | 2024-09-30 |
| Blair William & Co | 1.944% | -2.011% | 785,045 | -16,107 | 2024-09-30 |
| Geode Capital Management, LLC | 1.744% | 9.867% | 704,330 | 63,254 | 2024-09-30 |
| Capital World Investors | 1.582% | -13.532% | 639,019 | -100,000 | 2024-09-30 |
| Neuberger Berman Group LLC | 1.479% | -0.315% | 597,346 | -1,887 | 2024-09-30 |
| Morgan Stanley - Brokerage Accounts | 1.470% | -52.275% | 593,734 | -650,332 | 2024-09-30 |
| Markel Group Inc | 1.443% | 1.969% | 582,500 | 11,250 | 2024-09-30 |
| Wells Fargo & Co | 1.174% | -2.904% | 473,942 | -14,176 | 2024-09-30 |
| JPMorgan Chase & Co | 1.149% | 9.911% | 464,061 | 41,845 | 2024-09-30 |
| Wellington Management Company LLP | 1.115% | -14.074% | 450,211 | -73,738 | 2024-09-30 |
| Barclays PLC | 0.952% | -16.226% | 384,412 | -74,457 | 2024-09-30 |
| Bank of New York Mellon Corp | 0.926% | -4.885% | 373,831 | -19,201 | 2024-09-30 |
| Raymond James & Associates | 0.887% | -0.171% | 358,228 | -615 | 2024-09-30 |
| Boston Financial Mangement Inc | 0.845% | -1.603% | 341,265 | -5,559 | 2024-09-30 |
Top Institutions
| Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
|---|---|---|---|---|---|
| BlackRock Inc | 9.314% | 2.636% | 3,761,294 | 96,607 | 2024-06-30 |
| FMR Inc | 8.975% | 10.571% | 3,624,159 | 346,470 | 2024-09-30 |
| Vanguard Group Inc | 8.831% | 2.394% | 3,565,982 | 83,357 | 2024-09-30 |
| Kayne Anderson Rudnick Investment Management LLC | 3.832% | 0.681% | 1,547,223 | 10,467 | 2024-09-30 |
| Charles Schwab Investment Management Inc | 3.103% | 5.210% | 1,252,822 | 62,041 | 2024-09-30 |
| Baillie Gifford & Co Limited. | 3.056% | -13.079% | 1,234,136 | -185,703 | 2024-09-30 |
| State Street Corp | 2.907% | 5.943% | 1,173,762 | 65,846 | 2024-09-30 |
| State Street Corporation | 2.898% | -0.484% | 1,168,971 | -5,688 | 2024-03-31 |
| Blair William & Co | 1.944% | -2.011% | 785,045 | -16,107 | 2024-09-30 |
| Geode Capital Management, LLC | 1.744% | 9.867% | 704,330 | 63,254 | 2024-09-30 |
| Capital World Investors | 1.582% | -13.532% | 639,019 | -100,000 | 2024-09-30 |
| Neuberger Berman Group LLC | 1.479% | -0.315% | 597,346 | -1,887 | 2024-09-30 |
| Morgan Stanley - Brokerage Accounts | 1.470% | -52.275% | 593,734 | -650,332 | 2024-09-30 |
| Markel Group Inc | 1.443% | 1.969% | 582,500 | 11,250 | 2024-09-30 |
| Markel Corp | 1.357% | 5.697% | 528,750 | 28,500 | 2023-03-31 |
| Goldman Sachs Group Inc | 1.266% | 124.709% | 510,124 | 283,109 | 2023-12-31 |
| Citadel Advisors Llc | 1.246% | 633.468% | 492,201 | 425,095 | 2023-09-30 |
| Amvescap Plc. | 1.181% | 28.176% | 476,354 | 104,713 | 2024-03-31 |
| Wells Fargo & Co | 1.174% | -2.904% | 473,942 | -14,176 | 2024-09-30 |
| JPMorgan Chase & Co | 1.149% | 9.911% | 464,061 | 41,845 | 2024-09-30 |
| Wellington Management Company LLP | 1.115% | -14.074% | 450,211 | -73,738 | 2024-09-30 |
| Balyasny Asset Management LLC | 1.138% | 0.000% | 448,364 | 448,364 | 2023-09-30 |
| Bahl & Gaynor Inc. | 1.045% | 68.452% | 408,090 | 165,831 | 2023-03-31 |
| Barclays PLC | 0.952% | -16.226% | 384,412 | -74,457 | 2024-09-30 |
| Davenport & Company LLC | 0.943% | -0.570% | 380,188 | -2,178 | 2024-03-31 |
| Bank of New York Mellon Corp | 0.926% | -4.885% | 373,831 | -19,201 | 2024-09-30 |
| Raymond James & Associates | 0.887% | -0.171% | 358,228 | -615 | 2024-09-30 |
| Boston Financial Mangement Inc | 0.845% | -1.603% | 341,265 | -5,559 | 2024-09-30 |
| Mitsubishi UFJ Trust & Banking Corp | 0.841% | -12.679% | 339,152 | -49,245 | 2024-06-30 |
| Baird Financial Group, Inc. | 0.857% | 14.755% | 337,061 | 43,338 | 2023-03-31 |
| First Trust Advisors L.P. | 0.803% | -12.707% | 316,241 | -46,034 | 2023-06-30 |
| T. Rowe Price Associates, Inc. | 0.694% | 15.468% | 268,820 | 36,010 | 2022-06-30 |
$WSO HODL
$WSO just added more
$WSO R-E-L-A-X Green is coming
$WSO take us to the moon
lets goooooo
$WSO Buy now
$WSO buy the fear
$WSO lets see if it can hold the line
$WSO starting to gap up a little
$WSO Exciting times ahead people.
$WSO when is earnings