Titelia

Fund shareholders of Watsco Inc

ISIN US9426222009 · United States · LEI 549300F1Y3LN5BX5WN75

Fund shareholders
470
Of which ETFs
145 325 other funds
Value held
7B $ 585.3M SEK · 193.6K €

Other securities from the same issuer : Watsco Inc (US9426221019)

FundSharesValueWeight in fund
Washington Mutual Investors Fund Washington Mutual Investors Fund 1,672,366732.2M $0.34 %as of Apr 30, 2026 ↗
American Mutual Fund American Mutual Fund 1,548,543678M $0.59 %as of Apr 30, 2026 ↗
iShares Core S&P Mid-Cap ETF iShares Trust 1,156,317420.7M $0.40 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,112,011404.5M $0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 1,078,139449.9M $0.52 %as of Feb 28, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 805,267292.9M $0.18 %as of Mar 31, 2026 ↗
Capital Income Builder Capital Income Builder 619,524271.3M $0.21 %as of Apr 30, 2026 ↗
iShares Select Dividend ETF iShares Trust 566,860248.2M $1.09 %as of Apr 30, 2026 ↗
American Funds Fundamental Investors American Funds Fundamental Investors 466,541169.7M $0.11 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 450,573163.9M $0.42 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 389,989141.9M $0.17 %as of Mar 31, 2026 ↗
VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND 375,462156.7M $0.36 %as of Feb 28, 2026 ↗
Income Fund of America Income Fund of America 339,018148.4M $0.10 %as of Apr 30, 2026 ↗
Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES 236,08485.9M $0.21 %as of Mar 31, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 200,00072.8M $0.09 %as of Mar 31, 2026 ↗
Growth Fund of America Growth Fund of America 198,37582.8M $0.03 %as of Feb 28, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 196,07385.8M $0.07 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 182,94476.3M $0.19 %as of Feb 28, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 177,43864.6M $0.81 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 170,61962.1M $0.40 %as of Mar 31, 2026 ↗
Fidelity Growth and Income Portfolio Fidelity Securities Fund 170,61474.7M $0.50 %as of Apr 30, 2026 ↗
Fidelity Equity-Income Fund Fidelity Devonshire Trust 153,79067.3M $0.59 %as of Apr 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 137,04860M $0.06 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 132,71848.3M $0.10 %as of Mar 31, 2026 ↗
Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS 131,97155.1M $0.64 %as of Feb 28, 2026 ↗
Hamlin High Dividend Equity Fund ADVISORS' INNER CIRCLE FUND 131,32847.8M $2.92 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 128,90756.4M $0.11 %as of Apr 30, 2026 ↗
Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust 126,99746.2M $3.22 %as of Mar 31, 2026 ↗
Fidelity Equity Dividend Income Fund Fidelity Financial Trust 119,90050M $0.61 %as of Feb 28, 2026 ↗
Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust 113,49249.7M $0.57 %as of Apr 30, 2026 ↗
VIP Equity-Income Portfolio Variable Insurance Products Fund 95,85834.9M $0.51 %as of Mar 31, 2026 ↗
Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES 95,38134.7M $0.30 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 94,80039.6M $0.02 %as of Feb 28, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 94,42639.4M $0.29 %as of Feb 28, 2026 ↗
Capital Group Dividend Growers ETF Capital Group Dividend Growers ETF 87,86136.7M $0.77 %as of Feb 28, 2026 ↗
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 83,25530.3M $2.44 %as of Mar 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 79,97429.1M $0.04 %as of Mar 31, 2026 ↗
DAVENPORT VALUE & INCOME FUND Williamsburg Investment Trust 78,82928.7M $2.84 %as of Mar 31, 2026 ↗
ALPS Sector Dividend Dogs ETF ALPS ETF TRUST 71,00029.6M $2.14 %as of Feb 28, 2026 ↗
Virtus KAR Small-Cap Value Fund Virtus Equity Trust 70,38425.6M $4.26 %as of Mar 31, 2026 ↗
iShares Core High Dividend ETF iShares Trust 69,96630.6M $0.23 %as of Apr 30, 2026 ↗
BBH Select Mid Cap ETF BBH Trust 68,65430.1M $5.77 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 65,56627.4M $0.02 %as of Feb 28, 2026 ↗
Nomura Mid Cap Income Opportunities Fund IVY FUNDS 57,45320.9M $2.90 %as of Mar 31, 2026 ↗
DAVENPORT EQUITY OPPORTUNITIES FUND Williamsburg Investment Trust 56,91420.7M $2.74 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust 56,50020.6M $0.08 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 53,70019.5M $0.81 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 53,16822.2M $0.42 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 51,73821.6M $0.02 %as of Feb 28, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 50,26618.3M $0.13 %as of Mar 31, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 49,206170.5M SEK0.01 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 43,96116M $0.02 %as of Mar 31, 2026 ↗
Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust 43,28018.1M $0.32 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 43,14418.9M $0.04 %as of Apr 30, 2026 ↗
VIP Growth and Income Portfolio Variable Insurance Products Fund III 41,84515.2M $0.58 %as of Mar 31, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 41,70015.2M $0.19 %as of Mar 31, 2026 ↗
CONESTOGA SMID CAP FUND Conestoga Funds 41,26515M $3.01 %as of Mar 31, 2026 ↗
Handelsbanken Amerika Småbolag Tema Handelsbanken Fonder AB 41,000142.1M SEK1.79 %as of Mar 31, 2026 ↗
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 39,95916.7M $0.21 %as of Feb 28, 2026 ↗
Heartland Mid Cap Value Fund HEARTLAND GROUP INC. 39,13514.2M $3.09 %as of Mar 31, 2026 ↗
FAM DIVIDEND FOCUS FUND Fenimore Asset Management Trust 36,46013.3M $2.10 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 35,75914.9M $0.02 %as of Feb 28, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 35,23912.8M $0.39 %as of Mar 31, 2026 ↗
Swedbank Robur Global High Dividend Swedbank Robur Fonder AB 35,000121.3M SEK0.85 %as of Mar 31, 2026 ↗
Small-MidCap Dividend Income Fund Principal Funds, Inc 34,22214.3M $0.83 %as of Feb 28, 2026 ↗
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 33,99414.9M $0.20 %as of Apr 30, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 33,80014.1M $0.60 %as of Feb 28, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 30,23613.2M $0.01 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 29,78010.8M $0.05 %as of Mar 31, 2026 ↗
Dearborn Partners Rising Dividend Fund Trust for Professional Managers 29,41812.3M $2.17 %as of Feb 28, 2026 ↗
Motley Fool Global Opportunities ETF RBB Fund, Inc. 29,15512.2M $3.35 %as of Feb 28, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 28,77112M $0.88 %as of Feb 28, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 28,62710.4M $0.39 %as of Mar 31, 2026 ↗
Capital Group Conservative Equity ETF Capital Group Conservative Equity ETF 28,42511.9M $0.79 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 28,13912.3M $0.02 %as of Apr 30, 2026 ↗
NYLI WMC Enduring Capital Fund NEW YORK LIFE INVESTMENTS FUNDS 27,76312.2M $3.34 %as of Apr 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 26,67111.1M $0.42 %as of Feb 28, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 25,75310.7M $0.42 %as of Feb 28, 2026 ↗
Federated Hermes U.S. Strategic Dividend ETF Federated Hermes ETF Trust 24,94010.9M $1.46 %as of Apr 30, 2026 ↗
Empower Mid Cap Value Fund EMPOWER FUNDS, INC. 24,7849M $0.91 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,77110.8M $0.03 %as of Apr 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 24,6929M $0.02 %as of Mar 31, 2026 ↗
Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust 24,24810.1M $0.82 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,19310.6M $0.03 %as of Apr 30, 2026 ↗
Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust 23,2928.5M $0.20 %as of Mar 31, 2026 ↗
Fidelity Large Cap Stock Fund Fidelity Concord Street Trust 22,4979.9M $0.10 %as of Apr 30, 2026 ↗
Mid Cap Index Fund Northern Funds 21,9948M $0.39 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 21,0857.7M $0.02 %as of Mar 31, 2026 ↗
Federated Hermes Strategic Dividend Growth Fund, Inc. f/k/a Federated Hermes Equity Income Fund, Inc. Federated Hermes Strategic Dividend Growth Fund, Inc. f/k/a Federated Hermes Equity Income Fund, Inc. 21,0008.8M $1.11 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 20,5489M $0.02 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 20,4358.5M $0.05 %as of Feb 28, 2026 ↗
Global Shareholder Yield Fund John Hancock Funds III 20,4337.4M $0.56 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 20,1978.4M $0.02 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 19,6717.2M $0.01 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 19,6577.2M $0.01 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 19,2368.4M $0.23 %as of Apr 30, 2026 ↗
Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust 18,5598.1M $0.58 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 18,4617.7M $0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 18,1878M $0.02 %as of Apr 30, 2026 ↗
NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 18,0127.9M $0.68 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
BBH Select Mid Cap ETF BBH Trust 5.77 %as of Apr 30, 2026 ↗
Virtus KAR Small-Cap Value Fund Virtus Equity Trust 4.26 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Value Series Virtus Variable Insurance Trust 4.12 %as of Mar 31, 2026 ↗
SouthernSun U.S. Equity Fund ADVISORS' INNER CIRCLE III 3.67 %as of Mar 31, 2026 ↗
Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS 3.56 %as of Mar 31, 2026 ↗
Virtus KAR Small-Mid Cap Value Fund Virtus Equity Trust 3.41 %as of Mar 31, 2026 ↗
Motley Fool Global Opportunities ETF RBB Fund, Inc. 3.35 %as of Feb 28, 2026 ↗
NYLI WMC Enduring Capital Fund NEW YORK LIFE INVESTMENTS FUNDS 3.34 %as of Apr 30, 2026 ↗
Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust 3.22 %as of Mar 31, 2026 ↗
Heartland Mid Cap Value Fund HEARTLAND GROUP INC. 3.09 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2446+817,305,783+1.2 %
2026Q1438-1417,099,394+3.4 %
2025Q4452-3116,533,680+16.2 %
2025Q3483-3414,231,200+1.1 %
2025Q2517+2014,069,728-1.0 %
2025Q1497-1514,214,481+0.7 %
2024Q4512-3614,118,050-1.6 %
2024Q3548+1314,346,105+1.0 %
2024Q2535+4014,210,825+9.6 %
2024Q1495+1312,960,957-4.0 %
2023Q448213,496,264

Institutional managers

756 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.4,090,0551.5B $as of Mar 31, 2026
Capital International Investors3,477,2311.3B $as of Mar 31, 2026
Capital Research Global Investors1,898,603690.7M $as of Mar 31, 2026
FMR LLC1,890,322687.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,340,401487.2M $as of Mar 31, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1,329,205483.6M $as of Mar 31, 2026
STATE STREET CORP1,273,941463.4M $as of Mar 31, 2026
BAILLIE GIFFORD & CO1,137,258413.7M $as of Mar 31, 2026
MORGAN STANLEY890,992324.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC654,030237.5M $as of Mar 31, 2026
BLAIR WILLIAM & CO/IL582,700212M $as of Mar 31, 2026
Markel Group Inc.582,169211.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC560,672204M $as of Mar 31, 2026
DAVENPORT & Co LLC545,278198.4M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC426,905155.3M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN421,188153.2M $as of Mar 31, 2026
UBS Group AG363,127132.1M $as of Mar 31, 2026
Capital World Investors339,018123.3M $as of Mar 31, 2026
Hamlin Capital Management, LLC337,335122.7M $as of Mar 31, 2026
CAPTRUST FINANCIAL ADVISORS330,883120.4M $as of Mar 31, 2026
NORTHERN TRUST CORP325,306118.3M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP300,096109.2M $as of Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC292,356106.4M $as of Mar 31, 2026
BAHL & GAYNOR INC261,92495.3M $as of Mar 31, 2026
Bank of New York Mellon Corp251,77891.6M $as of Mar 31, 2026

Declared shareholders of Watsco Inc

4 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Capital International Investors 10.10 %3,540,962as of Mar 31, 2026 · SCHEDULE 13G
Capital Research Global Investors 5.40 %1,898,603as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.22 %1,827,568as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.02 %1,755,266as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Watsco Inc". https://titelia.com/en/stocks/watsco-inc-US9426222009