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 Q3 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $321.19 M.
Top institutional holders include Tom Gayner and Renaissance Technologies (RenTech).
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $52.57 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 402.0%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 3.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Watsco, Inc. (WSO)
Major holders include Tom Gayner ($188.58 M), Renaissance Technologies (RenTech) ($43.97 M), Cliff Asness ($29.55 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.03 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $52.57 M, with 6 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited WSO. The total reported sell value was $27.42 M.
Yes, 4 managers opened new positions in WSO, and 2 increased their existing holdings. The total reported buy value was $79.98 M.
