Watsco Inc (WSO): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in WSO · Industrials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
20
13F filers
Aggregate Value
$950.6M
Across holders
Last Price
$310.80
2026-08-24
Sector
Industrials
GICS
Quarterly fund activity12 increased7 reduced3 exited
Full exits: Verition Fund Management LLC, CAXTON ASSOCIATES LLP, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
Institutional Holders of WSO
20 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
BAILLIE GIFFORD & CO
CIK 0001088875
Institutional Manager1.13M$470.7M49.5%0.4%Reduced$-69.1MQ2 2026
MARKEL CORP (MKL)
CIK 0001096343
Hedge Fund598K$249.1M26.2%1.9%Added$-201.4MQ2 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund151K$63.0M6.6%0.1%Reduced$-27.2MQ2 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund96K$39.9M4.2%0.0%Reduced$-85.2MQ2 2026
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund71K$29.6M3.1%0.0%Added+$29.2MQ2 2026
Gotham Asset Management, LLC
CIK 0001510387
Hedge Fund63K$26.3M2.8%0.1%Reduced$-208KQ2 2026
Bridgewater Associates, LP
CIK 0001350694
Hedge Fund48K$20.0M2.1%0.1%AddedQ2 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund31K$12.8M1.3%0.0%Added+$9.2MQ2 2026
Squarepoint Ops LLC
CIK 0001642575
Hedge Fund28K$11.7M1.2%0.0%AddedQ2 2026
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund27K$11.1M1.2%0.0%Added+$1.5MQ2 2026
BAILLIE GIFFORD & COReduced
Institutional Manager
$470.7M· 49.5% of total· 0.4% port· 1.13M sh· $-69.1M QoQ· Q2 2026
MARKEL CORP (MKL)Added
Hedge Fund
$249.1M· 26.2% of total· 1.9% port· 598K sh· $-201.4M QoQ· Q2 2026
RENAISSANCE TECHNOLOGIES LLCReduced
Hedge Fund
$63.0M· 6.6% of total· 0.1% port· 151K sh· $-27.2M QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPReduced
Hedge Fund
$39.9M· 4.2% of total· 0.0% port· 96K sh· $-85.2M QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$29.6M· 3.1% of total· 0.0% port· 71K sh· +$29.2M QoQ· Q2 2026
Gotham Asset Management, LLCReduced
Hedge Fund
$26.3M· 2.8% of total· 0.1% port· 63K sh· $-208K QoQ· Q2 2026
Bridgewater Associates, LPAdded
Hedge Fund
$20.0M· 2.1% of total· 0.1% port· 48K sh· QoQ· Q2 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$12.8M· 1.3% of total· 0.0% port· 31K sh· +$9.2M QoQ· Q2 2026
Squarepoint Ops LLCAdded
Hedge Fund
$11.7M· 1.2% of total· 0.0% port· 28K sh· QoQ· Q2 2026
MARSHALL WACE, LLPAdded
Hedge Fund
$11.1M· 1.2% of total· 0.0% port· 27K sh· +$1.5M QoQ· Q2 2026
TUDOR INVESTMENT CORP ET ALAdded
Hedge Fund
$5.0M· 0.5% of total· 0.0% port· 12K sh· QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCReduced
Hedge Fund
$3.5M· 0.4% of total· 0.0% port· 9K sh· $-15.9M QoQ· Q2 2026
Rockefeller Capital Management L.P.Added
Hedge Fund
$3.4M· 0.4% of total· 0.0% port· 8K sh· $-9.6M QoQ· Q2 2026
Schonfeld Strategic Advisors LLCAdded
Hedge Fund
$1.8M· 0.2% of total· 0.0% port· 4K sh· QoQ· Q2 2026
Man Group plcAdded
Hedge Fund
$1.2M· 0.1% of total· 0.0% port· 3K sh· $-274K QoQ· Q2 2026
Woodline Partners LPAdded
Hedge Fund
$831K· 0.1% of total· 0.0% port· 2K sh· +$262K QoQ· Q2 2026
PineBridge Investments, L.P.Reduced
Hedge Fund
$391K· 0.0% of total· 0.0% port· 967 sh· $-1.6M QoQ· Q3 2025
Fisher Asset Management, LLCReduced
Institutional Manager
$259K· 0.0% of total· 0.0% port· 620 sh· $-20K QoQ· Q2 2026
Walleye Capital LLCAdded
Hedge Fund
$90K· 0.0% of total· 0.0% port· 215 sh· QoQ· Q2 2026
Ancora Advisors, LLCUnchanged
Hedge Fund
$6K· 0.0% of total· 0.0% port· 15 sh· +$0 QoQ· Q2 2026
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