Companies / Watsco, Inc. / Institutional holders

Watsco, Inc.

Institutional holders · 13F as of Jun 30, 2026

Holder	Value	Shares	% of shares
BlackRock, Inc.	$1.75B	4,192,919	10.16%
Capital International Investors	$1.56B	4,642,893	11.25%
The Vanguard Group	$1.19B	3,523,522	8.54%
FMR LLC	$662.75M	1,966,899	4.77%
STATE STREET CORPORATION	$551.34M	1,323,011	3.21%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$525.63M	1,559,965	3.78%
Kayne Anderson Rudnick Investment Management, LLC	$483.55M	1,329,205	3.22%
BAILLIE GIFFORD & CO	$413.72M	1,137,258	2.76%
Morgan Stanley	$277.94M	824,866	2.00%
GEODE CAPITAL MANAGEMENT, LLC	$237.45M	654,030	1.59%
BLAIR WILLIAM & CO/IL	$227.59M	675,440	1.64%
Markel Group Inc	$211.79M	582,169	1.41%
DAVENPORT & Co LLC	$159.29M	470,177	1.14%
Capital World Investors	$146.24M	434,018	1.05%
WELLS FARGO & COMPANY/MN	$143.66M	426,355	1.03%
CAPTRUST FINANCIAL ADVISORS	$133.61M	396,514	0.96%
RAYMOND JAMES FINANCIAL INC	$132.71M	393,870	0.95%
Neuberger Berman Group LLC	$129.00M	382,845	0.93%
Hamlin Capital Management, LLC	$122.72M	337,335	0.82%
Norges Bank	$110.85M	328,989	0.80%
TWO SIGMA INVESTMENTS, LP	$109.17M	300,096	0.73%
NORTHERN TRUST CORP	$107.54M	319,162	0.77%
THE GOLDMAN SACHS GROUP, INC.	$102.69M	304,763	0.74%
Bank of New York Mellon Corp/The	$91.59M	251,778	0.61%
BAHL & GAYNOR INC	$87.87M	260,786	0.63%
CALEDONIA INVESTMENTS PLC	$84.67M	232,927	0.56%
TWO SIGMA ADVISERS, LP	$79.04M	234,580	0.57%
Renaissance Technologies LLC	$78.72M	216,400	0.52%
BROWN BROTHERS HARRIMAN & CO	$77.83M	230,992	0.56%
WELCH & FORBES LLC	$76.33M	209,805	0.51%
Dimensional Fund Advisors LP	$75.91M	225,247	0.55%
ENVESTNET ASSET MANAGEMENT INC	$73.65M	218,586	0.53%
JPMORGAN CHASE & CO	$72.38M	214,802	0.52%
BANK OF AMERICA CORP /DE	$71.97M	213,603	0.52%
Principal Financial Group Inc	$63.50M	174,551	0.42%
UBS Group AG	$62.97M	186,875	0.45%
SCHWARTZ INVESTMENT COUNSEL INC	$56.33M	167,185	0.41%
Vantage Investment Partners, LLC	$55.99M	166,172	0.40%
Royal Bank of Canada	$52.45M	144,173	0.35%
JACOBS LEVY EQUITY MANAGEMENT, INC	$51.37M	152,445	0.37%
Wellington Management Group LLP	$50.21M	149,006	0.36%
Corient Private Wealth LLC	$49.00M	145,405	0.35%
BENJAMIN EDWARDS INC	$48.92M	145,131	0.35%
Epoch Investment Partners, Inc.	$48.55M	133,469	0.32%
RIVERBRIDGE PARTNERS LLC	$47.93M	131,738	0.32%
Conestoga Capital Advisors	$44.35M	121,904	0.30%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$43.32M	128,578	0.31%
CITIGROUP INC	$42.15M	125,098	0.30%
VOLORIDGE INVESTMENT MANAGEMENT, LLC	$40.60M	120,497	0.29%
LKCM Private Discipline Master Fund, SPC / PDLP Lawson, LLC	$39.42M	116,986	0.28%