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Institutional Holders of WSO

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.

HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc. $1,736,170 12/31/2023
     WSO4,052,023$1,736,170 12/31/2023
     WSO.B1$0 12/31/2023
Vanguard Group Inc.3,265,589$1,399,207 12/31/2023
     WSO3,265,589$1,399,207 12/31/2023
Kayne Anderson Rudnick Investment Management LLC1,655,950$709,525 12/31/2023
     WSO1,655,950$709,525 12/31/2023
Baillie Gifford & Co.1,476,317$632,558 12/31/2023
     WSO1,476,317$632,558 12/31/2023
FMR LLC1,428,523$612,080 12/31/2023
     WSO1,428,523$612,080 12/31/2023
State Street Corp1,174,659$503,306 12/31/2023
     WSO1,174,659$503,306 12/31/2023
Charles Schwab Investment Management Inc.1,190,371$490,233 12/31/2023
     WSO1,190,371$490,233 12/31/2023
Capital World Investors908,300$389,179 12/31/2023
     WSO908,300$389,179 12/31/2023
Blair William & Co. IL775,524$332,289 12/31/2023
     WSO775,524$332,289 12/31/2023
Neuberger Berman Group LLC638,081$273,396 12/31/2023
     WSO638,081$273,396 12/31/2023
Wellington Management Group LLP635,958$272,489 12/31/2023
     WSO635,958$272,489 12/31/2023
Geode Capital Management LLC622,803$266,477 12/31/2023
     WSO622,803$266,477 12/31/2023
Markel Corp556,750$238,551 12/31/2023
     WSO556,750$238,551 12/31/2023
Wells Fargo & Company MN535,960$229,643 12/31/2023
     WSO535,960$229,643 12/31/2023
Mitsubishi UFJ Trust & Banking Corp445,324$191,179 12/31/2023
     WSO445,324$191,179 12/31/2023
Bank of New York Mellon Corp418,718$179,408 12/31/2023
     WSO418,718$179,408 12/31/2023
JPMorgan Chase & Co.409,750$175,566 12/31/2023
     WSO409,750$175,566 12/31/2023
Barclays PLC400,291$171,512 12/31/2023
     WSO400,291$171,512 12/31/2023
DAVENPORT & Co LLC382,366$163,846 12/31/2023
     WSO382,366$163,846 12/31/2023
Morgan Stanley $162,828 12/31/2023
     WSO379,429$162,574 12/31/2023
     WSO.B595$254 12/31/2023
Invesco Ltd.371,641$159,237 12/31/2023
     WSO371,641$159,237 12/31/2023
Raymond James & Associates360,303$154,379 12/31/2023
     WSO360,303$154,379 12/31/2023
Boston Financial Mangement LLC347,945$149,084 12/31/2023
     WSO347,945$149,084 12/31/2023
Baird Financial Group Inc.340,023$145,690 12/31/2023
     WSO340,023$145,690 12/31/2023
First Trust Advisors LP310,787$133,163 12/31/2023
     WSO310,787$133,163 12/31/2023
Hamlin Capital Management LLC295,833$126,756 12/31/2023
     WSO295,833$126,756 12/31/2023
Northern Trust Corp286,903$122,929 12/31/2023
     WSO286,903$122,929 12/31/2023
Envestnet Asset Management Inc.282,659$121,111 12/31/2023
     WSO282,659$121,111 12/31/2023
Goldman Sachs Group Inc.255,062$109,287 12/31/2023
     WSO255,062$109,287 12/31/2023
Bank of America Corp DE253,657$108,684 12/31/2023
     WSO253,657$108,684 12/31/2023
Bahl & Gaynor Inc.248,469$106,462 12/31/2023
     WSO248,469$106,462 12/31/2023
Norges Bank240,293$102,958 12/31/2023
     WSO240,293$102,958 12/31/2023
Dimensional Fund Advisors LP $99,518 12/31/2023
     WSO222,136$95,179 12/31/2023
     WSO.B10,276$4,339 12/31/2023
Royal Bank of Canada231,134$99,032 12/31/2023
     WSO231,134$99,032 12/31/2023
Caledonia Investments PLC225,427$97,247 03/31/2024
     WSO225,427$97,247 03/31/2024
Welch & Forbes LLC213,689$91,559 12/31/2023
     WSO213,689$91,559 12/31/2023
Westfield Capital Management Co. LP181,060$77,579 12/31/2023
     WSO181,060$77,579 12/31/2023
Citadel Advisors LLC $74,387 12/31/2023
     WSO167,409$71,730 12/31/2023
     Call41,400$17,739 12/31/2023
     Put35,200$15,082 12/31/2023
Legal & General Group Plc172,740$74,014 12/31/2023
     WSO172,740$74,014 12/31/2023
Balyasny Asset Management LLC166,000$71,126 12/31/2023
     WSO166,000$71,126 12/31/2023
CI Private Wealth LLC165,951$71,105 12/31/2023
     WSO165,951$71,105 12/31/2023
Anchor Capital Advisors LLC165,177$70,774 12/31/2023
     WSO165,177$70,774 12/31/2023
KAMES CAPITAL plc156,759$67,639 03/31/2024
     WSO156,759$67,639 03/31/2024
Scopus Asset Management L.P. $67,484 12/31/2023
     Call130,000$55,701 12/31/2023
     WSO47,500$20,352 12/31/2023
     Put20,000$8,569 12/31/2023
Jane Street Group LLC $67,231 12/31/2023
     Call80,500$34,492 12/31/2023
     WSO77,709$33,296 12/31/2023
     Put1,300$557 12/31/2023
Handelsbanken Fonder AB146,458$62,753 12/31/2023
     WSO146,458$62,753 12/31/2023
Principal Financial Group Inc.143,738$61,587 12/31/2023
     WSO143,738$61,587 12/31/2023
Riverbridge Partners LLC142,836$61,201 12/31/2023
     WSO142,836$61,201 12/31/2023
Howland Capital Management LLC141,245$60,519 12/31/2023
     WSO141,245$60,519 12/31/2023
GW&K Investment Management LLC139,305$59,688 12/31/2023
     WSO139,305$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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