Watsco, Inc. — Institutional Ownership
Which tracked institutions hold WSO, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
43
Funds holding
$3375316696
Total value held
Buying
29 added/new · 10 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $1487921010 | 4090055 | +404775 | +10.98% |
| 2 | State Street Corp | $463446996 | 1273941 | +33305 | +2.68% |
| 3 | Morgan Stanley | $324134622 | 890992 | +66126 | +8.02% |
| 4 | Goldman Sachs Group Inc | $203966809 | 560672 | +255909 | +83.97% |
| 5 | Raymond James Financial Inc | $155303673 | 426905 | +33035 | +8.39% |
| 6 | Wells Fargo & Company/Mn | $143660329 | 426355 | -26257 | -5.80% |
| 7 | Northern Trust Corp | $118343069 | 325306 | +6144 | +1.93% |
| 8 | Bank Of New York Mellon Corp | $91594285 | 251778 | -2422 | -0.95% |
| 9 | Bank Of America Corp /De/ | $87166303 | 239606 | +26003 | +12.17% |
| 10 | Principal Financial Group Inc | $63504575 | 174551 | +96788 | +124.47% |
| 11 | Royal Bank Of Canada | $52448000 | 144173 | — | NEW BUY |
| 12 | Citigroup Inc | $42151771 | 125098 | +95560 | +323.52% |
| 13 | Invesco Ltd. | $26395460 | 78336 | +4863 | +6.62% |
| 14 | Ameriprise Financial Inc | $24945858 | 68572 | +31109 | +83.04% |
| 15 | Fifth Third Bancorp | $17304164 | 47567 | +45972 | +2882.26% |
| 16 | Barclays Plc | $12467084 | 34270 | — | NEW BUY |
| 17 | Franklin Resources Inc | $10526633 | 28936 | -1725 | -5.63% |
| 18 | Sei Investments Co | $10468580 | 28781 | — | NEW BUY |
| 19 | Truist Financial Corp | $9759532 | 26827 | -8802 | -24.70% |
| 20 | Pnc Financial Services Group, Inc. | $6518687 | 17919 | +861 | +5.05% |
| 21 | Us Bancorp \De\ | $4232054 | 11632 | +311 | +2.75% |
| 22 | Bank Of Montreal /Can/ | $4047891 | 11127 | — | NEW BUY |
| 23 | Regions Financial Corp | $2125261 | 5842 | -185 | -3.07% |
| 24 | Toronto Dominion Bank | $1683982 | 4629 | — | NEW BUY |
| 25 | Univest Financial Corp | $1651153 | 4539 | +178 | +4.08% |
| 26 | Bank Of Nova Scotia | $1300185 | 3574 | — | NEW BUY |
| 27 | Atlantic Union Bankshares Corp | $1165184 | 3458 | +16 | +0.46% |
| 28 | Janus Henderson Group Plc | $808072 | 2223 | — | NEW BUY |
| 29 | Allstate Corp | $802952 | 2383 | +1089 | +84.16% |
| 30 | Prudential Financial Inc | $765778 | 2105 | -194 | -8.44% |
| 31 | Hancock Whitney Corp | $702678 | 1923 | — | NEW BUY |
| 32 | Old National Bancorp /In/ | $548231 | 1507 | -539 | -26.34% |
| 33 | Hilltop Holdings Inc. | $517673 | 1423 | -436 | -23.45% |
| 34 | Nicolet Bankshares Inc | $498580 | 1326 | — | NEW BUY |
| 35 | Goldman Sachs Group Inc | $492904 | 1368 | -188 | -12.08% |
| 36 | M&T Bank Corp | $469926 | 1395 | +410 | +41.62% |
| 37 | Park National Corp /Oh/ | $370702 | 1019 | — | Held |
| 38 | Tompkins Financial Corp | $363790 | 1000 | — | Held |
| 39 | Citizens Financial Group Inc/Ri | $321497 | 884 | -2194 | -71.28% |
| 40 | Morgan Stanley | $212329 | 589 | — | Held |
| 41 | Raymond James Financial Inc | $200840 | 557 | — | NEW BUY |
| 42 | Amalgamated Financial Corp. | $7234 | 23746 | — | NEW BUY |
| 43 | Blackrock, Inc. | $360 | 1 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.