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
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| BAILLIE GIFFORD & CO CIK 0001088875 | Institutional Manager | 1.13M | $470.7M | 49.5% | 0.4% | Reduced | $-69.1M | Q2 2026 |
| MARKEL CORP (MKL) CIK 0001096343 | Hedge Fund | 598K | $249.1M | 26.2% | 1.9% | Added | $-201.4M | Q2 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 151K | $63.0M | 6.6% | 0.1% | Reduced | $-27.2M | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 96K | $39.9M | 4.2% | 0.0% | Reduced | $-85.2M | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 71K | $29.6M | 3.1% | 0.0% | Added | +$29.2M | Q2 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 63K | $26.3M | 2.8% | 0.1% | Reduced | $-208K | Q2 2026 |
| Bridgewater Associates, LP CIK 0001350694 | Hedge Fund | 48K | $20.0M | 2.1% | 0.1% | Added | — | Q2 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 31K | $12.8M | 1.3% | 0.0% | Added | +$9.2M | Q2 2026 |
| Squarepoint Ops LLC CIK 0001642575 | Hedge Fund | 28K | $11.7M | 1.2% | 0.0% | Added | — | Q2 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 27K | $11.1M | 1.2% | 0.0% | Added | +$1.5M | Q2 2026 |
Reduced
Institutional Manager
$470.7M· 49.5% of total· 0.4% port· 1.13M sh· $-69.1M QoQ· Q2 2026
Added
Hedge Fund
$249.1M· 26.2% of total· 1.9% port· 598K sh· $-201.4M QoQ· Q2 2026
Reduced
Hedge Fund
$63.0M· 6.6% of total· 0.1% port· 151K sh· $-27.2M QoQ· Q2 2026
Reduced
Hedge Fund
$39.9M· 4.2% of total· 0.0% port· 96K sh· $-85.2M QoQ· Q2 2026
Added
Hedge Fund
$29.6M· 3.1% of total· 0.0% port· 71K sh· +$29.2M QoQ· Q2 2026
Reduced
Hedge Fund
$26.3M· 2.8% of total· 0.1% port· 63K sh· $-208K QoQ· Q2 2026
Added
Hedge Fund
$20.0M· 2.1% of total· 0.1% port· 48K sh· — QoQ· Q2 2026
Added
Hedge Fund
$12.8M· 1.3% of total· 0.0% port· 31K sh· +$9.2M QoQ· Q2 2026
Added
Hedge Fund
$11.7M· 1.2% of total· 0.0% port· 28K sh· — QoQ· Q2 2026
Added
Hedge Fund
$11.1M· 1.2% of total· 0.0% port· 27K sh· +$1.5M QoQ· Q2 2026
Added
Hedge Fund
$5.0M· 0.5% of total· 0.0% port· 12K sh· — QoQ· Q2 2026
Reduced
Hedge Fund
$3.5M· 0.4% of total· 0.0% port· 9K sh· $-15.9M QoQ· Q2 2026
Added
Hedge Fund
$3.4M· 0.4% of total· 0.0% port· 8K sh· $-9.6M QoQ· Q2 2026
Added
Hedge Fund
$1.8M· 0.2% of total· 0.0% port· 4K sh· — QoQ· Q2 2026
Added
Hedge Fund
$1.2M· 0.1% of total· 0.0% port· 3K sh· $-274K QoQ· Q2 2026
Added
Hedge Fund
$831K· 0.1% of total· 0.0% port· 2K sh· +$262K QoQ· Q2 2026
Reduced
Hedge Fund
$391K· 0.0% of total· 0.0% port· 967 sh· $-1.6M QoQ· Q3 2025
Reduced
Institutional Manager
$259K· 0.0% of total· 0.0% port· 620 sh· $-20K QoQ· Q2 2026
Added
Hedge Fund
$90K· 0.0% of total· 0.0% port· 215 sh· — QoQ· Q2 2026
Unchanged
Hedge Fund
$6K· 0.0% of total· 0.0% port· 15 sh· +$0 QoQ· Q2 2026
1–10 of 20
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