Guru Ownership Trend
Guru Analysis for Watsco, Inc. (WSO)
Watsco, Inc. (WSO), a key player in the Industrials sector, continues to attract institutional attention.
As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $383.87 M.
Top institutional holders include Tom Gayner and Renaissance Technologies.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $62.59 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 120.9%. Conversely, Paul Tudor Jones reduced exposure by 84.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Watsco, Inc. (WSO)
Major holders include Tom Gayner ($194.65 M), Renaissance Technologies ($102.86 M), Joel Greenblatt ($4.97 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 918,520 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $62.59 M, with 3 managers increasing positions and 0 managers reducing holdings.
No tracked managers reduced or fully exited their positions in WSO during the most recent reporting period.
Yes, 1 managers opened new positions in WSO, and 2 increased their existing holdings. The total reported buy value was $62.59 M.