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
Institutional Holders of WSO
23 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund300K$109.2M25.9%0.1%Reduced$-38.1MQ1 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund216K$78.7M18.7%0.1%Reduced$-32.3MQ1 2026
BALYASNY ASSET MANAGEMENT LLC
CIK 0001218710
Hedge Fund111K$52.5M12.5%0.1%NewQ4 2024
BAILLIE GIFFORD & CO
CIK 0001088875
Institutional Manager137K$49.9M11.9%0.1%Added+$472KQ1 2026
Holocene Advisors, LP
CIK 0001700574
Hedge Fund99K$40.2M9.5%0.1%NewQ3 2025
Gotham Asset Management, LLC
CIK 0001510387
Hedge Fund64K$23.1M5.5%0.1%Added+$13.4MQ1 2026
TUDOR INVESTMENT CORP ET AL
CIK 0000923093
Hedge Fund61K$20.6M4.9%0.0%NewQ4 2025
MARKEL CORP (MKL)
CIK 0001096343
Hedge Fund42K$15.1M3.6%0.1%Reduced$-179.9MQ1 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund23K$10.0M2.4%0.0%NewQ2 2025
ADAGE CAPITAL PARTNERS GP, L.L.C.
CIK 0001165408
Hedge Fund30K$7.5M1.8%0.0%NewQ4 2022
Verition Fund Management LLC
CIK 0001454027
Hedge Fund9K$3.3M0.8%0.0%Added+$969KQ1 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund8K$2.9M0.7%0.0%Reduced$-1.7MQ1 2026
Bridgewater Associates, LP
CIK 0001350694
Hedge Fund5K$2.3M0.6%0.0%NewQ4 2023
Schonfeld Strategic Advisors LLC
CIK 0001665241
Hedge Fund4K$1.2M0.3%0.0%NewQ4 2025
CAXTON ASSOCIATES LLP
CIK 0002051323
Hedge Fund3K$1.0M0.2%0.0%Added+$147KQ1 2026
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund3K$1.0M0.2%0.0%NewQ1 2026
Eisler Capital (UK) Ltd.
CIK 0001849486
Hedge Fund2K$794K0.2%0.0%NewQ4 2023
Brevan Howard Capital Management LP
CIK 0001512857
Hedge Fund2K$664K0.2%0.0%NewQ2 2025
Man Group plc
CIK 0001637460
Hedge Fund2K$624K0.1%0.0%Reduced$-1.6MQ1 2026
Fisher Asset Management, LLC
CIK 0000850529
Institutional Manager667$243K0.1%0.0%NewQ1 2026
TWO SIGMA INVESTMENTS, LPReduced
Hedge Fund
$109.2M· 25.9% of total· 0.1% port· 300K sh· $-38.1M QoQ· Q1 2026
RENAISSANCE TECHNOLOGIES LLCReduced
Hedge Fund
$78.7M· 18.7% of total· 0.1% port· 216K sh· $-32.3M QoQ· Q1 2026
BALYASNY ASSET MANAGEMENT LLCNew
Hedge Fund
$52.5M· 12.5% of total· 0.1% port· 111K sh· QoQ· Q4 2024
BAILLIE GIFFORD & COAdded
Institutional Manager
$49.9M· 11.9% of total· 0.1% port· 137K sh· +$472K QoQ· Q1 2026
Holocene Advisors, LPNew
Hedge Fund
$40.2M· 9.5% of total· 0.1% port· 99K sh· QoQ· Q3 2025
Gotham Asset Management, LLCAdded
Hedge Fund
$23.1M· 5.5% of total· 0.1% port· 64K sh· +$13.4M QoQ· Q1 2026
TUDOR INVESTMENT CORP ET ALNew
Hedge Fund
$20.6M· 4.9% of total· 0.0% port· 61K sh· QoQ· Q4 2025
MARKEL CORP (MKL)Reduced
Hedge Fund
$15.1M· 3.6% of total· 0.1% port· 42K sh· $-179.9M QoQ· Q1 2026
Qube Research & Technologies LtdNew
Hedge Fund
$10.0M· 2.4% of total· 0.0% port· 23K sh· QoQ· Q2 2025
ADAGE CAPITAL PARTNERS GP, L.L.C.New
Hedge Fund
$7.5M· 1.8% of total· 0.0% port· 30K sh· QoQ· Q4 2022
Verition Fund Management LLCAdded
Hedge Fund
$3.3M· 0.8% of total· 0.0% port· 9K sh· +$969K QoQ· Q1 2026
CITADEL ADVISORS LLCReduced
Hedge Fund
$2.9M· 0.7% of total· 0.0% port· 8K sh· $-1.7M QoQ· Q1 2026
Bridgewater Associates, LPNew
Hedge Fund
$2.3M· 0.6% of total· 0.0% port· 5K sh· QoQ· Q4 2023
Schonfeld Strategic Advisors LLCNew
Hedge Fund
$1.2M· 0.3% of total· 0.0% port· 4K sh· QoQ· Q4 2025
CAXTON ASSOCIATES LLPAdded
Hedge Fund
$1.0M· 0.2% of total· 0.0% port· 3K sh· +$147K QoQ· Q1 2026
MARSHALL WACE, LLPNew
Hedge Fund
$1.0M· 0.2% of total· 0.0% port· 3K sh· QoQ· Q1 2026
Eisler Capital (UK) Ltd.New
Hedge Fund
$794K· 0.2% of total· 0.0% port· 2K sh· QoQ· Q4 2023
Brevan Howard Capital Management LPNew
Hedge Fund
$664K· 0.2% of total· 0.0% port· 2K sh· QoQ· Q2 2025
Man Group plcReduced
Hedge Fund
$624K· 0.1% of total· 0.0% port· 2K sh· $-1.6M QoQ· Q1 2026
Fisher Asset Management, LLCNew
Institutional Manager
$243K· 0.1% of total· 0.0% port· 667 sh· QoQ· Q1 2026
Walleye Capital LLCNew
Hedge Fund
$168K· 0.0% of total· 0.0% port· 500 sh· QoQ· Q4 2025
Ancora Advisors, LLCUnchanged
Hedge Fund
$5K· 0.0% of total· 0.0% port· 15 sh· +$0 QoQ· Q1 2026
AQR CAPITAL MANAGEMENT LLCReduced
Hedge Fund
$717· 0.0% of total· 0.0% port· 2 sh· $-39K QoQ· Q1 2026
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