# WATSCO INC (WSO) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 942622200
Page URL: https://superinvestorclub.com/stock/WSO
Last updated: 2026-08-29T13:49:25.891Z

## Summary

As of the most recent 13F filing period, WATSCO INC (WSO) is held by 3 tracked superinvestors with an aggregate position value of $296.6M representing 05977506597547897 shares.

## Top institutional holders (3)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Tom Gayner](https://superinvestorclub.com/manager/22) | Markel Group | 597750 | $249.1M | 1.90% | 2026-06-30 |
| 2 | [Francois Rochon](https://superinvestorclub.com/manager/45) | Giverny Capital | 65975 | $27.5M | 0.92% | 2026-06-30 |
| 3 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 47897 | $20.0M | 0.08% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2024-03-31: 1 holders, $244.6M aggregate, 0566250 shares
- 2024-06-30: 2 holders, $267.1M aggregate, 05712505353 shares
- 2024-09-30: 2 holders, $289.2M aggregate, 05825005377 shares
- 2024-12-31: 2 holders, $282.4M aggregate, 05905005450 shares
- 2025-03-31: 2 holders, $302.9M aggregate, 05905005443 shares
- 2025-06-30: 2 holders, $252.0M aggregate, 05651695484 shares
- 2025-09-30: 2 holders, $230.8M aggregate, 05651695671 shares
- 2025-12-31: 2 holders, $195.0M aggregate, 05776691024 shares
- 2026-03-31: 1 holders, $211.8M aggregate, 0582169 shares
- 2026-06-30: 3 holders, $296.6M aggregate, 05977506597547897 shares

## Recent congressional trades (5)

- 2025-09-23: Valerie Hoyle (D-OR) sale $1,001 - $15,000
- 2025-08-13: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-06-17: Lisa McClain (Republican-MI) purchase $1,001 - $15,000
- 2024-10-29: Valerie Hoyle (D-OR) purchase $1,001 - $15,000
- 2024-10-29: Val Hoyle (Democrat-OR) purchase $1,001 - $15,000

## Recent insider transactions (0)


## Citation

When citing, use: "WATSCO INC (WSO) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/WSO), aggregating SEC 13F, Form 4, and congressional disclosures."