WSO — WATSCO INC
Public company
InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.
Sourced from SEC EDGAR public filings
Why are billionaires buying WSO?
Built from public SEC filings and public economic data. Not a recommendation.
Why? — Evidence & Confidence ▾
Of 2 tracked investors who changed their WSO position last quarter, 1 bought and 1 sold (50% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).
- +1 tracked investor added or increased positions last quarter (Ray Dalio)
- +4 tracked investors reported holding WSO at their latest filing
- +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
- −1 tracked investor reduced or exited last quarter (0 reduced, 1 sold out)
- −13F data is disclosed up to 45 days after quarter end — positions may have changed since
- · 13F disclosure lag (up to 45 days)
- · Tracked investors are a sample, not the whole market
- · Sector regime fit is a historical average, not a guarantee
Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.
About WATSCO INC (WSO)
WATSCO INC (WSO) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $159M. Across recent filings, tracked investors recorded 5 new positions, 1 increased, 1 reduced, and 3 exited. All data sourced from SEC 13F filings.
Based on recent institutional activity in WSO
How many top investors track WSO
A small number of top investors own this.
WSO Ownership Composition
How WATSCO INC is held across tracked investor types, based on reported 13F positions.
- Multi-Strategy / Quant55.8%
- Macro44.2%
Tracked investors currently reporting WSO
1 tracked investor has since exited this position — listed separately below.
- Ken GriffinJun 30, 2026Citadel AdvisorsShares67.3KValue$28M% Portfolio0.00%
- Izzy EnglanderJun 30, 2026Millennium ManagementShares8.5KValue$3.5M% Portfolio0.00%
- Paul Tudor JonesJun 30, 2026Tudor Investment CorpShares12.1KValue$5M% Portfolio0.01%
- Ray DalioJun 30, 2026Bridgewater AssociatesShares47.9KValue$20M% Portfolio0.08%
Previously held WSO
These investors reported WSO in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.
| Investor | Firm | Last reported shares | Value then | Last held |
|---|---|---|---|---|
| Steve Cohen | Point72 Asset Management | 4.4K | $1.6M | Mar 31, 2026 |
Recent activity
- $13.2MMay 15, 2025
- Sold$0(-100.00%)Aug 14, 2025
- $17MMay 15, 2026
- Sold$0(-100.00%)Aug 14, 2026
- New$51.5KNov 14, 2025
- Reduced$26.8K(-37.52%)Feb 17, 2026
- Increased$2.3M(243.56%)Feb 14, 2024
- Sold$0(-100.00%)May 14, 2024
- New$20MAug 14, 2026
- New$594.9KNov 13, 2023
Frequently asked questions
- How many institutional investors hold WSO?
- 4 tracked institutional investors disclosed a position in WSO (WATSCO INC) in their most recent 13F filing.
- Who is the largest institutional holder of WSO?
- Ken Griffin, Citadel Advisors, holds the largest disclosed position in WSO, valued at $159M.
- Did institutional ownership of WSO increase or decrease?
- Across recent 13F filings, tracked investors recorded 5 new positions, 1 increased, 1 reduced, and 3 fully exited WSO.
- Where does this WSO ownership data come from?
- SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.