How many institutional investors hold WSO?

3 tracked institutional investors disclosed a position in WSO (WATSCO INC) in their most recent 13F filing.

Who is the largest institutional holder of WSO?

Izzy Englander, Millennium Management, holds the largest disclosed position in WSO, valued at $17M.

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.

WSO — WATSCO INC

Name: WATSCO INC (WSO) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Public company

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

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

About WATSCO INC (WSO)

WATSCO INC (WSO) appears in the most recent 13F filings of 3 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $17M. Across recent filings, tracked investors recorded 1 new positions, 0 increased, 1 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in WSO

/100

Institutional Distribution

Added / Increased1

Reduced1

Exited1

BearishBullish

Crowded Trade Score™

How many top investors track WSO

/100

Emerging Interest

3investors

A small number of top investors own this.

UndiscoveredCrowded

151015+

WSO Ownership Composition

How WATSCO INC is held across tracked investor types, based on reported 13F positions.

Dominant Type

Other

95% of tracked value

Institutions

tracked investors

Total Reported

$30.2M

combined 13F value

Other94.7%
Hedge Funds5.3%

Other(2)

94.7%

Hedge Funds(1)

5.3%

Tracked investors reporting WSO

Investor	Firm	Shares	Market value	% of portfolio	As of
Izzy Englander	Millennium Management	46.8K	$17M	0.01%	Mar 31, 2026
Ken Griffin	Citadel Advisors	31.9K	$11.6M	0.00%	Mar 31, 2026
Steve Cohen	Point72 Asset Management	4.4K	$1.6M	0.00%	Mar 31, 2026

Izzy EnglanderMar 31, 2026
Millennium Management
Shares
46.8K
Value
$17M
% Portfolio
0.01%
Ken GriffinMar 31, 2026
Citadel Advisors
Shares
31.9K
Value
$11.6M
% Portfolio
0.00%
Steve CohenMar 31, 2026
Point72 Asset Management
Shares
4.4K
Value
$1.6M
% Portfolio
0.00%

Recent activity

Investor	Action	Δ %	Current value	Filing date
Izzy Englander	New	—	$17M	May 15, 2026
Ken Griffin	Sold	-100.00%	$0	May 15, 2026
Ken Griffin	Reduced	-37.52%	$26.8K	Feb 17, 2026

Izzy Englander
New
$17MMay 15, 2026
Ken Griffin
Sold
$0(-100.00%)May 15, 2026
Ken Griffin
Reduced
$26.8K(-37.52%)Feb 17, 2026

Frequently asked questions

How many institutional investors hold WSO?: 3 tracked institutional investors disclosed a position in WSO (WATSCO INC) in their most recent 13F filing.
Who is the largest institutional holder of WSO?: Izzy Englander, Millennium Management, holds the largest disclosed position in WSO, valued at $17M.
Did institutional ownership of WSO increase or decrease?: Across recent 13F filings, tracked investors recorded 1 new positions, 0 increased, 1 reduced, and 1 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.