Titelia

Fund shareholders of Watsco Inc

ISIN US9426222009 · United States · LEI 549300F1Y3LN5BX5WN75

Fund shareholders
459
Of which ETFs
150 309 other funds
Value held
≈ 6.4B $ 6.4B $ · 585.3M SEK · 193.6K €

This issuer has other securities: Watsco Inc (US9426221019)

FundSharesValueWeight in fund
Washington Mutual Investors Fund Washington Mutual Investors Fund 1,789,161553.4M $0.25 %as of Jul 31, 2026 ↗
American Mutual Fund American Mutual Fund 1,548,543479M $0.41 %as of Jul 31, 2026 ↗
iShares Core S&P Mid-Cap ETF iShares Trust 1,197,960499.2M $0.40 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,111,257463.1M $0.02 %as of Jun 30, 2026 ↗
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 833,804306.1M $0.32 %as of May 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 802,543334.4M $0.18 %as of Jun 30, 2026 ↗
VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND 617,173226.6M $0.48 %as of May 31, 2026 ↗
Capital Income Builder Capital Income Builder 576,685178.4M $0.14 %as of Jul 31, 2026 ↗
iShares Select Dividend ETF iShares Trust 564,989174.8M $0.74 %as of Jul 31, 2026 ↗
American Funds Fundamental Investors American Funds Fundamental Investors 466,541194.4M $0.11 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 462,721192.8M $0.41 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 401,444167.3M $0.17 %as of Jun 30, 2026 ↗
Income Fund of America Income Fund of America 339,018104.9M $0.07 %as of Jul 31, 2026 ↗
Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES 236,08498.4M $0.21 %as of Jun 30, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 200,00083.3M $0.09 %as of Jun 30, 2026 ↗
Growth Fund of America Growth Fund of America 198,37572.8M $0.02 %as of May 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 198,05261.3M $0.05 %as of Jul 31, 2026 ↗
Fidelity Growth and Income Portfolio Fidelity Securities Fund 184,71457.1M $0.38 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 180,15466.1M $0.15 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 177,20173.8M $0.40 %as of Jun 30, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 175,39673.1M $0.84 %as of Jun 30, 2026 ↗
Fidelity Equity-Income Fund Fidelity Devonshire Trust 173,65153.7M $0.45 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 144,06760M $0.11 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 140,66843.5M $0.04 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 132,36540.9M $0.08 %as of Jul 31, 2026 ↗
Hamlin High Dividend Equity Fund ADVISORS' INNER CIRCLE FUND 124,20751.8M $2.86 %as of Jun 30, 2026 ↗
VIP Equity-Income Portfolio Variable Insurance Products Fund 108,42045.2M $0.63 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 99,40036.5M $0.01 %as of May 31, 2026 ↗
Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES 95,38139.7M $0.32 %as of Jun 30, 2026 ↗
Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust 94,71739.5M $3.65 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 94,37134.6M $0.24 %as of May 31, 2026 ↗
Capital Group Dividend Growers ETF Capital Group Dividend Growers ETF 90,01733M $0.65 %as of May 31, 2026 ↗
Fidelity Equity Dividend Income Fund Fidelity Financial Trust 90,00033M $0.41 %as of May 31, 2026 ↗
Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust 88,09227.2M $0.30 %as of Jul 31, 2026 ↗
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 86,62336.1M $2.48 %as of Jun 30, 2026 ↗
iShares Core High Dividend ETF iShares Trust 82,52025.5M $0.17 %as of Jul 31, 2026 ↗
DAVENPORT VALUE & INCOME FUND Williamsburg Investment Trust 78,82932.9M $3.21 %as of Jun 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 77,57532.3M $0.04 %as of Jun 30, 2026 ↗
ALPS Sector Dividend Dogs ETF ALPS ETF TRUST 70,89926M $1.88 %as of May 31, 2026 ↗
Virtus KAR Small-Cap Value Fund Virtus Equity Trust 66,08427.5M $4.60 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 65,89424.2M $0.02 %as of May 31, 2026 ↗
BBH Select Mid Cap ETF BBH Trust 59,40618.4M $4.12 %as of Jul 31, 2026 ↗
DAVENPORT EQUITY OPPORTUNITIES FUND Williamsburg Investment Trust 56,91423.7M $3.00 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust 56,50023.5M $0.08 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 55,72420.5M $0.37 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 53,75122.4M $0.84 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 53,72422.4M $0.14 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 53,33219.6M $0.02 %as of May 31, 2026 ↗
Fidelity Dividend Growth Fund Fidelity Securities Fund 52,90016.4M $0.14 %as of Jul 31, 2026 ↗
MidCap Fund Principal Funds, Inc 51,59216M $0.07 %as of Jul 31, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 49,206170.5M SEK0.01 %as of Mar 31, 2026 ↗
Nomura Mid Cap Income Opportunities Fund IVY FUNDS 48,97620.4M $2.85 %as of Jun 30, 2026 ↗
Columbia Dividend Opportunity Fund Columbia Funds Series Trust II 48,90018M $0.73 %as of May 31, 2026 ↗
Brown Advisory Flexible Equity ETF ADVISORS' INNER CIRCLE III 48,47220.2M $1.20 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 48,22214.9M $0.03 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 45,04918.8M $0.02 %as of Jun 30, 2026 ↗
Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust 43,28015.9M $0.28 %as of May 31, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 41,70017.4M $0.18 %as of Jun 30, 2026 ↗
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 41,36015.2M $0.18 %as of May 31, 2026 ↗
Handelsbanken Amerika Småbolag Tema Handelsbanken Fonder AB 41,000142.1M SEK1.79 %as of Mar 31, 2026 ↗
Fidelity Large Cap Stock Fund Fidelity Concord Street Trust 39,49712.2M $0.12 %as of Jul 31, 2026 ↗
Heartland Mid Cap Value Fund HEARTLAND GROUP INC. 37,36615.6M $3.14 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 36,58213.4M $0.02 %as of May 31, 2026 ↗
FAM DIVIDEND FOCUS FUND Fenimore Asset Management Trust 36,46015.2M $2.39 %as of Jun 30, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 35,80013.1M $0.52 %as of May 31, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 35,44414.8M $0.40 %as of Jun 30, 2026 ↗
Swedbank Robur Global High Dividend Swedbank Robur Fonder AB 35,000121.3M SEK0.85 %as of Mar 31, 2026 ↗
Fidelity Capital Appreciation Fund Fidelity Capital Trust 34,60010.7M $0.14 %as of Jul 31, 2026 ↗
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 33,24310.3M $0.13 %as of Jul 31, 2026 ↗
VIP Growth and Income Portfolio Variable Insurance Products Fund III 32,54513.6M $0.48 %as of Jun 30, 2026 ↗
Small-MidCap Dividend Income Fund Principal Funds, Inc 31,34611.5M $0.75 %as of May 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 31,1999.6M $0.01 %as of Jul 31, 2026 ↗
Capital Group Conservative Equity ETF Capital Group Conservative Equity ETF 30,53711.2M $0.64 %as of May 31, 2026 ↗
Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II 30,40012.7M $1.24 %as of Jun 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 30,33212.6M $0.05 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 29,58210.9M $0.76 %as of May 31, 2026 ↗
CONESTOGA SMID CAP FUND Conestoga Funds 29,55012.3M $2.57 %as of Jun 30, 2026 ↗
Dearborn Partners Rising Dividend Fund Trust for Professional Managers 28,45810.4M $2.01 %as of May 31, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 28,37811.8M $0.40 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 28,1398.7M $0.01 %as of Jul 31, 2026 ↗
Motley Fool Global Opportunities ETF RBB Fund, Inc. 28,07510.3M $2.89 %as of May 31, 2026 ↗
Federated Hermes U.S. Strategic Dividend ETF Federated Hermes ETF Trust 27,9918.7M $0.98 %as of Jul 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 25,5949.4M $0.36 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 25,4227.9M $0.02 %as of Jul 31, 2026 ↗
NYLIM WMC Enduring Capital Fund NYLIM FUNDS 25,2247.8M $2.29 %as of Jul 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 24,9459.2M $0.36 %as of May 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 24,30210.1M $0.02 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,1937.5M $0.02 %as of Jul 31, 2026 ↗
Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust 23,1978.5M $0.68 %as of May 31, 2026 ↗
Mid Cap Index Fund Northern Funds 22,7549.5M $0.40 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 22,2728.2M $0.04 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 21,1486.5M $0.01 %as of Jul 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 21,0786.5M $0.16 %as of Jul 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. 21,0007.7M $1.04 %as of May 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 20,6887.6M $0.02 %as of May 31, 2026 ↗
Brown Advisory Flexible Equity Fund Brown Advisory Funds 20,1098.4M $0.84 %as of Jun 30, 2026 ↗
Global Shareholder Yield Fund John Hancock Funds III 19,6048.2M $0.57 %as of Jun 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 19,3238.1M $0.02 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 19,0215.9M $0.01 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 18,9387.9M $0.01 %as of Jun 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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Virtus KAR Small-Cap Value Fund Virtus Equity Trust 4.60 %as of Jun 30, 2026 ↗
Virtus KAR Small-Cap Value Series Virtus Variable Insurance Trust 4.44 %as of Jun 30, 2026 ↗
BBH Select Mid Cap ETF BBH Trust 4.12 %as of Jul 31, 2026 ↗
SouthernSun U.S. Equity Fund ADVISORS' INNER CIRCLE III 3.83 %as of Jun 30, 2026 ↗
Virtus KAR Small-Mid Cap Value Fund Virtus Equity Trust 3.72 %as of Jun 30, 2026 ↗
Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust 3.65 %as of Jun 30, 2026 ↗
Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS 3.57 %as of Jun 30, 2026 ↗
DAVENPORT VALUE & INCOME FUND Williamsburg Investment Trust 3.21 %as of Jun 30, 2026 ↗
Heartland Mid Cap Value Fund HEARTLAND GROUP INC. 3.14 %as of Jun 30, 2026 ↗
DAVENPORT EQUITY OPPORTUNITIES FUND Williamsburg Investment Trust 3.00 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3435-1117,414,027+0.6 %
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 table shows the 25 largest.

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
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Titelia. "Fund shareholders of Watsco Inc". https://titelia.com/en/stocks/watsco-inc-US9426222009