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
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 4,8151.5M $0.02 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 4,6661.4M $0.03 %as of Jul 31, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 4,6611.4M $0.30 %as of Jul 31, 2026 ↗
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 4,6231.9M $0.48 %as of Jun 30, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 4,6161.9M $0.40 %as of Jun 30, 2026 ↗
SouthernSun U.S. Equity Fund ADVISORS' INNER CIRCLE III 4,6051.9M $3.83 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 4,5501.9M $0.45 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,4511.9M $0.16 %as of Jun 30, 2026 ↗
LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,4221.8M $0.09 %as of Jun 30, 2026 ↗
RMB SMID Cap Fund RMB Investors Trust 4,3111.8M $0.91 %as of Jun 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 4,2631.8M $0.06 %as of Jun 30, 2026 ↗
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 4,2491.3M $0.48 %as of Jul 31, 2026 ↗
Inspire 100 ETF Northern Lights Fund Trust IV 4,1791.5M $0.33 %as of May 31, 2026 ↗
Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust 4,1671.3M $0.17 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 4,1661.7M $0.03 %as of Jun 30, 2026 ↗
Riverbridge Growth Fund INVESTMENT MANAGERS SERIES TRUST 4,0481.5M $1.32 %as of May 31, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 3,9671.2M $0.07 %as of Jul 31, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,9201.4M $0.18 %as of May 31, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 3,8671.2M $0.31 %as of Jul 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 3,7701.6M $0.16 %as of Jun 30, 2026 ↗
JNL/Mellon Industrials Sector Fund JNL Series Trust 3,7211.6M $0.21 %as of Jun 30, 2026 ↗
Intrepid Capital Fund Intrepid Capital Management Funds Trust 3,5211.5M $1.17 %as of Jun 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 3,3121.4M $0.06 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 3,2841M $0.10 %as of Jul 31, 2026 ↗
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 3,150974.3K $2.49 %as of Jul 31, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,0961.3M $0.26 %as of Jun 30, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 3,090955.7K $0.02 %as of Jul 31, 2026 ↗
Voya MI Dynamic SMID Cap Fund Voya Equity Trust 3,0831.1M $0.81 %as of May 31, 2026 ↗
iShares MSCI World ETF iShares, Inc. 3,0771.1M $0.01 %as of May 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,979921.4K $0.03 %as of Jul 31, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 2,9511.2M $0.39 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,9271.1M $0.02 %as of May 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,924904.4K $0.04 %as of Jul 31, 2026 ↗
Neuberger Energy Transition & Infrastructure ETF Neuberger Berman ETF Trust 2,866886.5K $1.87 %as of Jul 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,8561.2M $0.07 %as of Jun 30, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 2,8441.2M $0.36 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 2,8071M $0.02 %as of May 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 2,6731.1M $0.10 %as of Jun 30, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 2,6409.1M SEK0.02 %as of Mar 31, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 2,5741.1M $0.39 %as of Jun 30, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 2,565793.4K $0.07 %as of Jul 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 2,5461.1M $0.00 %as of Jun 30, 2026 ↗
Timothy Plan US Large/Mid Cap Core ETF Timothy Plan 2,5411.1M $0.35 %as of Jun 30, 2026 ↗
AMG River Road Dividend All Cap Value Fund AMG Funds IV 2,540785.6K $1.16 %as of Jul 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,472764.6K $0.06 %as of Jul 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 2,4421M $0.02 %as of Jun 30, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 2,384993.5K $0.19 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,382736.8K $0.03 %as of Jul 31, 2026 ↗
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 2,380991.8K $0.57 %as of Jun 30, 2026 ↗
Storebrand USA Storebrand Asset Management AS 2,3758.2M SEK0.02 %as of Mar 31, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 2,350726.9K $0.26 %as of Jul 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 2,307961.4K $0.23 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 2,212921.8K $0.27 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,211683.9K $0.01 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,190912.6K $0.03 %as of Jun 30, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 2,104650.8K $0.15 %as of Jul 31, 2026 ↗
Geneva SMID Cap Growth Fund Series Portfolios Trust 2,075761.7K $1.73 %as of May 31, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 2,039748.5K $0.09 %as of May 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,985827.2K $0.02 %as of Jun 30, 2026 ↗
iShares ESG Advanced MSCI USA ETF iShares Trust 1,966721.7K $0.05 %as of May 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,910796K $0.02 %as of Jun 30, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,909700.8K $0.01 %as of May 31, 2026 ↗
SEB USA Exposure SEB Funds AB 1,9016.6M SEK0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Growth ETF iShares Trust 1,854573.4K $0.02 %as of Jul 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 1,848571.6K $0.03 %as of Jul 31, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 1,842767.6K $0.19 %as of Jun 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,805752.2K $0.10 %as of Jun 30, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 1,8006.2M SEK0.02 %as of Mar 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 1,767736.4K $0.15 %as of Jun 30, 2026 ↗
SIMT Multi-Asset Income Fund SEI INSTITUTIONAL MANAGED TRUST 1,644685.1K $0.14 %as of Jun 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 1,589662.2K $0.10 %as of Jun 30, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 1,5765.5M SEK0.02 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 1,529561.3K $0.14 %as of May 31, 2026 ↗
Simplicity Global Tema Simplicity AB 1,5005.1M SEK2.29 %as of Mar 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 1,485459.3K $0.02 %as of Jul 31, 2026 ↗
iShares U.S. Large Cap Premium Income Active ETF BlackRock ETF Trust 1,449603.8K $0.05 %as of Jun 30, 2026 ↗
AQR Large Cap Multi-Style Fund AQR Funds 1,443601.3K $0.03 %as of Jun 30, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 1,399583K $0.10 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,394511.7K $0.07 %as of May 31, 2026 ↗
Roundhill HALO ETF Roundhill ETF Trust 1,379574.7K $1.13 %as of Jun 30, 2026 ↗
First Trust SMID Capital Strength ETF First Trust Exchange-Traded Fund VI 1,360566.8K $0.96 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,340491.9K $0.01 %as of May 31, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 1,2884.5M SEK0.01 %as of Mar 31, 2026 ↗
Columbia Research Enhanced Value ETF Columbia ETF Trust I 1,252387.2K $0.12 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 1,230512.6K $0.03 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,212505.1K $0.03 %as of Jun 30, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 1,212505.1K $0.03 %as of Jun 30, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 1,206442.7K $0.28 %as of May 31, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 1,200500.1K $0.08 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 1,188436.1K $0.02 %as of May 31, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 1,164427.3K $0.37 %as of May 31, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 1,157482.2K $0.06 %as of Jun 30, 2026 ↗
Destinations Equity Income Fund Brinker Capital Destinations Trust 1,135416.7K $0.08 %as of May 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 1,130470.9K $0.02 %as of Jun 30, 2026 ↗
MidCap Account Principal Variable Contract Funds, Inc 1,081450.5K $0.09 %as of Jun 30, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 1,080450.1K $0.04 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 1,075332.5K $0.03 %as of Jul 31, 2026 ↗
Iman Fund Allied Asset Advisors Funds 1,070392.8K $0.15 %as of May 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 1,060441.7K $0.04 %as of Jun 30, 2026 ↗
Gotham Neutral Fund FundVantage Trust 1,030429.2K $0.41 %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