WATSCO INC (WSO): Institutional Ownership
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
23
13F filers
Aggregate Value
$421.1M
Across holders
Last Price
$410.74
2026-06-26
Sector
Industrials
GICS
Holder activity12 new4 added6 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 300K | $109.2M | 25.9% | 0.1% | Reduced | $-38.1M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 216K | $78.7M | 18.7% | 0.1% | Reduced | $-32.3M | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 111K | $52.5M | 12.5% | 0.1% | New | — | Q4 2024 |
| BAILLIE GIFFORD & CO CIK 0001088875 | Institutional Manager | 137K | $49.9M | 11.9% | 0.1% | Added | +$472K | Q1 2026 |
| Holocene Advisors, LP CIK 0001700574 | Hedge Fund | 99K | $40.2M | 9.5% | 0.1% | New | — | Q3 2025 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 64K | $23.1M | 5.5% | 0.1% | Added | +$13.4M | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 61K | $20.6M | 4.9% | 0.0% | New | — | Q4 2025 |
| MARKEL CORP (MKL) CIK 0001096343 | Hedge Fund | 42K | $15.1M | 3.6% | 0.1% | Reduced | $-179.9M | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 23K | $10.0M | 2.4% | 0.0% | New | — | Q2 2025 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 | Hedge Fund | 30K | $7.5M | 1.8% | 0.0% | New | — | Q4 2022 |
| Verition Fund Management LLC CIK 0001454027 | Hedge Fund | 9K | $3.3M | 0.8% | 0.0% | Added | +$969K | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 8K | $2.9M | 0.7% | 0.0% | Reduced | $-1.7M | Q1 2026 |
| Bridgewater Associates, LP CIK 0001350694 | Hedge Fund | 5K | $2.3M | 0.6% | 0.0% | New | — | Q4 2023 |
| Schonfeld Strategic Advisors LLC CIK 0001665241 | Hedge Fund | 4K | $1.2M | 0.3% | 0.0% | New | — | Q4 2025 |
| CAXTON ASSOCIATES LLP CIK 0002051323 | Hedge Fund | 3K | $1.0M | 0.2% | 0.0% | Added | +$147K | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 3K | $1.0M | 0.2% | 0.0% | New | — | Q1 2026 |
| Eisler Capital (UK) Ltd. CIK 0001849486 | Hedge Fund | 2K | $794K | 0.2% | 0.0% | New | — | Q4 2023 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 2K | $664K | 0.2% | 0.0% | New | — | Q2 2025 |
| Man Group plc CIK 0001637460 | Hedge Fund | 2K | $624K | 0.1% | 0.0% | Reduced | $-1.6M | Q1 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 667 | $243K | 0.1% | 0.0% | New | — | Q1 2026 |
Reduced
Hedge Fund
$109.2M· 25.9% of total· 0.1% port· 300K sh· $-38.1M QoQ· Q1 2026
Reduced
Hedge Fund
$78.7M· 18.7% of total· 0.1% port· 216K sh· $-32.3M QoQ· Q1 2026
New
Hedge Fund
$52.5M· 12.5% of total· 0.1% port· 111K sh· — QoQ· Q4 2024
Added
Institutional Manager
$49.9M· 11.9% of total· 0.1% port· 137K sh· +$472K QoQ· Q1 2026
New
Hedge Fund
$40.2M· 9.5% of total· 0.1% port· 99K sh· — QoQ· Q3 2025
Added
Hedge Fund
$23.1M· 5.5% of total· 0.1% port· 64K sh· +$13.4M QoQ· Q1 2026
New
Hedge Fund
$20.6M· 4.9% of total· 0.0% port· 61K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$15.1M· 3.6% of total· 0.1% port· 42K sh· $-179.9M QoQ· Q1 2026
New
Hedge Fund
$10.0M· 2.4% of total· 0.0% port· 23K sh· — QoQ· Q2 2025
New
Hedge Fund
$7.5M· 1.8% of total· 0.0% port· 30K sh· — QoQ· Q4 2022
Added
Hedge Fund
$3.3M· 0.8% of total· 0.0% port· 9K sh· +$969K QoQ· Q1 2026
Reduced
Hedge Fund
$2.9M· 0.7% of total· 0.0% port· 8K sh· $-1.7M QoQ· Q1 2026
New
Hedge Fund
$2.3M· 0.6% of total· 0.0% port· 5K sh· — QoQ· Q4 2023
New
Hedge Fund
$1.2M· 0.3% of total· 0.0% port· 4K sh· — QoQ· Q4 2025
Added
Hedge Fund
$1.0M· 0.2% of total· 0.0% port· 3K sh· +$147K QoQ· Q1 2026
New
Hedge Fund
$1.0M· 0.2% of total· 0.0% port· 3K sh· — QoQ· Q1 2026
New
Hedge Fund
$794K· 0.2% of total· 0.0% port· 2K sh· — QoQ· Q4 2023
New
Hedge Fund
$664K· 0.2% of total· 0.0% port· 2K sh· — QoQ· Q2 2025
Reduced
Hedge Fund
$624K· 0.1% of total· 0.0% port· 2K sh· $-1.6M QoQ· Q1 2026
New
Institutional Manager
$243K· 0.1% of total· 0.0% port· 667 sh· — QoQ· Q1 2026
New
Hedge Fund
$168K· 0.0% of total· 0.0% port· 500 sh· — QoQ· Q4 2025
Unchanged
Hedge Fund
$5K· 0.0% of total· 0.0% port· 15 sh· +$0 QoQ· Q1 2026
Reduced
Hedge Fund
$717· 0.0% of total· 0.0% port· 2 sh· $-39K QoQ· Q1 2026
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