There is a long list of 718 institutional holders of WSO within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of WSO by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-WSO table below, the initial column indicates the name of each top institutional holder of WSO, with a link to that fund's top holdings. The next columns indicate the amount of WSO stock held by each of the institutional holders of WSO, followed by the WSO position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
BlackRock Inc. | $1,736,170 | 12/31/2023 | |
WSO | 4,052,023 | $1,736,170 | 12/31/2023 |
WSO.B | 1 | $0 | 12/31/2023 |
Vanguard Group Inc. | 3,265,589 | $1,399,207 | 12/31/2023 |
WSO | 3,265,589 | $1,399,207 | 12/31/2023 |
Kayne Anderson Rudnick Investment Management LLC | 1,655,950 | $709,525 | 12/31/2023 |
WSO | 1,655,950 | $709,525 | 12/31/2023 |
Baillie Gifford & Co. | 1,476,317 | $632,558 | 12/31/2023 |
WSO | 1,476,317 | $632,558 | 12/31/2023 |
FMR LLC | 1,428,523 | $612,080 | 12/31/2023 |
WSO | 1,428,523 | $612,080 | 12/31/2023 |
State Street Corp | 1,174,659 | $503,306 | 12/31/2023 |
WSO | 1,174,659 | $503,306 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 1,190,371 | $490,233 | 12/31/2023 |
WSO | 1,190,371 | $490,233 | 12/31/2023 |
Capital World Investors | 908,300 | $389,179 | 12/31/2023 |
WSO | 908,300 | $389,179 | 12/31/2023 |
Blair William & Co. IL | 775,524 | $332,289 | 12/31/2023 |
WSO | 775,524 | $332,289 | 12/31/2023 |
Neuberger Berman Group LLC | 638,081 | $273,396 | 12/31/2023 |
WSO | 638,081 | $273,396 | 12/31/2023 |
Wellington Management Group LLP | 635,958 | $272,489 | 12/31/2023 |
WSO | 635,958 | $272,489 | 12/31/2023 |
Geode Capital Management LLC | 622,803 | $266,477 | 12/31/2023 |
WSO | 622,803 | $266,477 | 12/31/2023 |
Markel Corp | 556,750 | $238,551 | 12/31/2023 |
WSO | 556,750 | $238,551 | 12/31/2023 |
Wells Fargo & Company MN | 535,960 | $229,643 | 12/31/2023 |
WSO | 535,960 | $229,643 | 12/31/2023 |
Mitsubishi UFJ Trust & Banking Corp | 445,324 | $191,179 | 12/31/2023 |
WSO | 445,324 | $191,179 | 12/31/2023 |
Bank of New York Mellon Corp | 418,718 | $179,408 | 12/31/2023 |
WSO | 418,718 | $179,408 | 12/31/2023 |
JPMorgan Chase & Co. | 409,750 | $175,566 | 12/31/2023 |
WSO | 409,750 | $175,566 | 12/31/2023 |
Barclays PLC | 400,291 | $171,512 | 12/31/2023 |
WSO | 400,291 | $171,512 | 12/31/2023 |
DAVENPORT & Co LLC | 382,366 | $163,846 | 12/31/2023 |
WSO | 382,366 | $163,846 | 12/31/2023 |
Morgan Stanley | $162,828 | 12/31/2023 | |
WSO | 379,429 | $162,574 | 12/31/2023 |
WSO.B | 595 | $254 | 12/31/2023 |
Invesco Ltd. | 371,641 | $159,237 | 12/31/2023 |
WSO | 371,641 | $159,237 | 12/31/2023 |
Raymond James & Associates | 360,303 | $154,379 | 12/31/2023 |
WSO | 360,303 | $154,379 | 12/31/2023 |
Boston Financial Mangement LLC | 347,945 | $149,084 | 12/31/2023 |
WSO | 347,945 | $149,084 | 12/31/2023 |
Baird Financial Group Inc. | 340,023 | $145,690 | 12/31/2023 |
WSO | 340,023 | $145,690 | 12/31/2023 |
First Trust Advisors LP | 310,787 | $133,163 | 12/31/2023 |
WSO | 310,787 | $133,163 | 12/31/2023 |
Hamlin Capital Management LLC | 295,833 | $126,756 | 12/31/2023 |
WSO | 295,833 | $126,756 | 12/31/2023 |
Northern Trust Corp | 286,903 | $122,929 | 12/31/2023 |
WSO | 286,903 | $122,929 | 12/31/2023 |
Envestnet Asset Management Inc. | 282,659 | $121,111 | 12/31/2023 |
WSO | 282,659 | $121,111 | 12/31/2023 |
Goldman Sachs Group Inc. | 255,062 | $109,287 | 12/31/2023 |
WSO | 255,062 | $109,287 | 12/31/2023 |
Bank of America Corp DE | 253,657 | $108,684 | 12/31/2023 |
WSO | 253,657 | $108,684 | 12/31/2023 |
Bahl & Gaynor Inc. | 248,469 | $106,462 | 12/31/2023 |
WSO | 248,469 | $106,462 | 12/31/2023 |
Norges Bank | 240,293 | $102,958 | 12/31/2023 |
WSO | 240,293 | $102,958 | 12/31/2023 |
Dimensional Fund Advisors LP | $99,518 | 12/31/2023 | |
WSO | 222,136 | $95,179 | 12/31/2023 |
WSO.B | 10,276 | $4,339 | 12/31/2023 |
Royal Bank of Canada | 231,134 | $99,032 | 12/31/2023 |
WSO | 231,134 | $99,032 | 12/31/2023 |
Caledonia Investments PLC | 225,427 | $97,247 | 03/31/2024 |
WSO | 225,427 | $97,247 | 03/31/2024 |
Welch & Forbes LLC | 213,689 | $91,559 | 12/31/2023 |
WSO | 213,689 | $91,559 | 12/31/2023 |
Westfield Capital Management Co. LP | 181,060 | $77,579 | 12/31/2023 |
WSO | 181,060 | $77,579 | 12/31/2023 |
Citadel Advisors LLC | $74,387 | 12/31/2023 | |
WSO | 167,409 | $71,730 | 12/31/2023 |
Call | 41,400 | $17,739 | 12/31/2023 |
Put | 35,200 | $15,082 | 12/31/2023 |
Legal & General Group Plc | 172,740 | $74,014 | 12/31/2023 |
WSO | 172,740 | $74,014 | 12/31/2023 |
Balyasny Asset Management LLC | 166,000 | $71,126 | 12/31/2023 |
WSO | 166,000 | $71,126 | 12/31/2023 |
CI Private Wealth LLC | 165,951 | $71,105 | 12/31/2023 |
WSO | 165,951 | $71,105 | 12/31/2023 |
Anchor Capital Advisors LLC | 165,177 | $70,774 | 12/31/2023 |
WSO | 165,177 | $70,774 | 12/31/2023 |
KAMES CAPITAL plc | 156,759 | $67,639 | 03/31/2024 |
WSO | 156,759 | $67,639 | 03/31/2024 |
Scopus Asset Management L.P. | $67,484 | 12/31/2023 | |
Call | 130,000 | $55,701 | 12/31/2023 |
WSO | 47,500 | $20,352 | 12/31/2023 |
Put | 20,000 | $8,569 | 12/31/2023 |
Jane Street Group LLC | $67,231 | 12/31/2023 | |
Call | 80,500 | $34,492 | 12/31/2023 |
WSO | 77,709 | $33,296 | 12/31/2023 |
Put | 1,300 | $557 | 12/31/2023 |
Handelsbanken Fonder AB | 146,458 | $62,753 | 12/31/2023 |
WSO | 146,458 | $62,753 | 12/31/2023 |
Principal Financial Group Inc. | 143,738 | $61,587 | 12/31/2023 |
WSO | 143,738 | $61,587 | 12/31/2023 |
Riverbridge Partners LLC | 142,836 | $61,201 | 12/31/2023 |
WSO | 142,836 | $61,201 | 12/31/2023 |
Howland Capital Management LLC | 141,245 | $60,519 | 12/31/2023 |
WSO | 141,245 | $60,519 | 12/31/2023 |
GW&K Investment Management LLC | 139,305 | $59,688 | 12/31/2023 |
WSO | 139,305 | $59,688 | 12/31/2023 |
See All: Funds Holding WSO
See Details: Top 10 Hedge Funds Holding WSO
Also See: WSO Insider Buying
Also See: WSO Holdings Changes
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