沃斯科公司
MX ˙ BMV ˙ US9426222009
SecurityMX:WSO / Watsco, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership890,992 shares
Latest Disclosed Value $ 324,134,622
Morgan Stanley reports 8.02% increase in ownership of WSO / Watsco, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 890,992 shares of Watsco, Inc. (MX:WSO) valued at $324,134,622 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 824,866 shares of Watsco, Inc.. This represents a change in shares of 8.02% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F WATSCO COM 942622200 890,992 66,126 8.02 324,135 16.62 0.0195
2026-05-27 2025-12-31 13F/A-1 WATSCO COM 942622200 824,866 211,924 34.57 277,939 12.16 0.0166
2026-02-13 2025-12-31 13F WATSCO COM 942622200 824,866 211,924 277,939 0.0166
2026-05-27 2025-09-30 13F/A-1 WATSCO COM 942622200 612,942 22,782 3.86 247,813 -4.92 0.0150
2025-11-14 2025-09-30 13F WATSCO COM 942622200 612,942 22,782 247,813 0.0150
2025-08-15 2025-06-30 13F WATSCO COM 942622200 590,160 -78,604 -11.75 260,627 -23.33 0.0170
2025-05-15 2025-03-31 13F WATSCO COM 942622200 668,764 59,091 9.69 339,934 17.66 0.0243
2025-05-15 2024-12-31 13F/A-1 WATSCO COM 942622200 609,673 15,939 2.68 288,919 -1.07 0.0202
2025-02-14 2024-12-31 13F WATSCO COM 942622200 609,673 15,939 288,919 0.0202
2025-05-14 2024-09-30 13F/A-2 WATSCO COM 942622200 593,734 -28,299 -4.55 292,047 1.35 0.0212
2025-02-14 2024-09-30 13F/A-1 WATSCO COM 942622200 593,734 -28,299 292,047 0.0212
2024-11-14 2024-09-30 13F WATSCO COM 942622200 593,734 -28,299 292,047 0.0025
2025-05-14 2024-06-30 13F/A-2 WATSCO COM 942622200 622,033 335,818 117.33 288,152 133.06 0.0223
2024-10-17 2024-06-30 13F/A-1 WATSCO COM 942622200 622,033 335,818 288,152 0.0223
2024-08-14 2024-06-30 13F WATSCO COM 942622200 622,033 335,818 288,152 0.0223
2024-10-17 2024-03-31 13F/A-2 WATSCO COM 942622200 286,215 -93,214 -24.57 123,637 -23.95 0.0099
2024-08-16 2024-03-31 13F/A-1 WATSCO COM 942622200 286,215 -93,214 123,637 0.0012
2024-05-15 2024-03-31 13F WATSCO COM 942622200 286,215 -93,214 123,637 0.0099
2024-08-16 2023-12-31 13F/A-1 WATSCO COM 942622200 379,429 128,174 51.01 162,574 71.30 0.0143
2024-02-13 2023-12-31 13F WATSCO COM 942622200 379,429 128,174 162,574 0.0143
2023-11-15 2023-09-30 13F WATSCO COM 942622200 251,255 -50,354 -16.70 94,905 -17.51 0.0097
2023-08-14 2023-06-30 13F WATSCO COM 942622200 301,609 42,886 16.58 115,055 39.77 0.0113
2023-05-15 2023-03-31 13F WATSCO COM 942622200 258,723 -9,576 -3.57 82,316 23.02 0.0088
2023-02-14 2022-12-31 13F WATSCO COM 942622200 268,299 -43,028 -13.82 66,914 -16.52 0.0076
2022-11-14 2022-09-30 13F WATSCO COM 942622200 311,327 9,972 3.31 80,153 11.37 0.0109
2022-10-27 2022-06-30 13F/A-1 WATSCO COM 942622200 301,355 116,926 63.40 71,971 28.10 0.0093
2022-08-15 2022-06-30 13F WATSCO COM 942622200 301,355 116,926 71,971 0.0019
2022-10-27 2022-03-31 13F/A-1 WATSCO COM 942622200 184,429 33,536 22.23 56,185 19.01 0.0076
2022-05-13 2022-03-31 13F WATSCO COM 942622200 184,429 33,536 56,185 0.0076
2022-02-14 2021-12-31 13F WATSCO COM 942622200 150,893 -29,022 -16.13 47,212 -0.83 0.0058
2021-11-15 2021-09-30 13F WATSCO COM 942622200 179,915 10,122 5.96 47,608 -2.18 0.0064
2021-08-23 2021-06-30 13F/A-1 WATSCO COM 942622200 169,793 100,181 143.91 48,670 168.14 0.0064
2021-08-16 2021-06-30 13F WATSCO COM 942622200 169,793 100,181 48,670 0.0013
2021-05-17 2021-03-31 13F WATSCO COM 942622200 69,612 -9,191 -11.66 18,151 1.66 0.0027
2021-02-16 2020-12-31 13F WATSCO COM 942622200 78,803 5,168 7.02 17,854 4.11 0.0028
2020-11-13 2020-09-30 13F WATSCO COM 942622200 73,635 -6,568 -8.19 17,149 20.34 0.0033
2020-08-14 2020-06-30 13F WATSCO COM 942622200 80,203 -5,169 -6.05 14,251 5.63 0.0032
2020-05-26 2020-03-31 13F/A-1 WATSCO COM 942622200 85,372 27,402 47.27 13,492 29.20 0.0037
2020-05-15 2020-03-31 13F WATSCO COM 942622200 85,372 27,402 13,492 1,036.4669
2020-02-14 2019-12-31 13F WATSCO COM 942622200 57,970 -232,899 -80.07 10,443 -78.78 0.0024
2019-11-14 2019-09-30 13F WATSCO COM 942622200 290,869 261,583 893.20 49,209 927.54 0.0130
2019-08-14 2019-06-30 13F WATSCO COM 942622200 29,286 -28,682 -49.48 4,789 -42.31 0.0013
2019-05-15 2019-03-31 13F WATSCO COM 942622200 57,968 -171,394 -74.73 8,301 -73.99 0.0023
2019-02-14 2018-12-31 13F WATSCO COM 942622200 229,362 -514,205 -69.15 31,914 -75.90 0.0096
2019-04-23 2018-09-30 13F/A-2 WATSCO COM 942622200 743,567 -55,456 -6.94 132,430 -7.03 0.0331
2018-11-20 2018-09-30 13F/A-1 WATSCO COM 942622200 743,567 0 132,430 0.0331
2018-11-14 2018-09-30 13F WATSCO COM 942622200 743,567 -55,456 132,430
2019-04-23 2018-06-30 13F/A-1 WATSCO COM 942622200 799,023 565,744 242.52 142,450 237.43 0.0385
2018-08-14 2018-06-30 13F WATSCO COM 942622200 799,023 565,744 142,450
2019-04-23 2018-03-31 13F/A-1 WATSCO COM 942622200 233,279 -36,915 -13.66 42,216 -8.11 0.0117
2018-05-14 2018-03-31 13F WATSCO COM 942622200 233,279 -36,915 42,216
2019-04-23 2017-12-31 13F/A-1 WATSCO COM 942622200 270,194 100,007 58.76 45,943 67.61 0.0126
2018-02-14 2017-12-31 13F WATSCO COM 942622200 270,194 100,007 45,943
2017-11-14 2017-09-30 13F WATSCO COM 942622200 170,187 -10,528 -5.83 27,411 -1.63 0.0082
2017-08-11 2017-06-30 13F WATSCO COM 942622200 180,715 -203,270 -52.94 27,866 -49.32 0.0084
2017-05-22 2017-03-31 13F/A-1 WATSCO COM 942622200 383,985 61,827 19.19 54,979 15.22 0.0169
2017-05-12 2017-03-31 13F WATSCO COM 942622200 383,985 54,979
2017-02-22 2016-12-31 13F/A-1 WATSCO COM 942622200 322,158 70,976 28.26 47,718 34.83 0.0156
2017-02-13 2016-12-31 13F WATSCO COM 942622200 322,158 47,718
2016-11-10 2016-09-30 13F WATSCO COM 942622200 251,182 183,621 271.79 35,392 272.35 0.0121
2016-08-12 2016-06-30 13F WATSCO COM 942622200 67,561 -26,072 -27.84 9,505 -24.66 0.0034
2016-05-12 2016-03-31 13F WATSCO COM 942622200 93,633 -73,026 -43.82 12,616 -35.37 0.0049
2016-02-09 2015-12-31 13F WATSCO COM 942622200 166,659 134,816 423.38 19,521 417.39 0.0071
2016-02-08 2015-09-30 13F/A-1 WATSCO COM 942622200 31,843 -88,608 -73.56 3,773 -74.68 0.0014
2015-11-09 2015-09-30 13F WATSCO COM 942622200 31,843 3,773
2015-08-12 2015-06-30 13F WATSCO COM 942622200 120,451 60,216 99.97 14,904 96.86 0.0052
2015-05-14 2015-03-31 13F WATSCO COM 942622200 60,235 27,983 86.76 7,571 119.39 0.0028
2015-02-13 2014-12-31 13F WATSCO COM 942622200 32,252 -79,888 -71.24 3,451 -64.29 0.0013
2014-12-16 2014-09-30 13F/A-1 WATSCO COM 942622200 112,140 73,662 191.44 9,665 151.37 0.0037
2014-11-14 2014-09-30 13F WATSCO COM 942622200 112,140 9,665
2014-05-13 2014-03-31 13F WATSCO COM 942622200 38,478 -147,446 -79.30 3,845 -78.47 0.0016
2014-02-13 2013-12-31 13F WATSCO COM 942622200 185,924 123,764 199.11 17,860 204.78 0.0076
2013-11-13 2013-09-30 13F WATSCO INC CL A COM 942622200 62,160 18,762 43.23 5,860 60.81 0.0028
2013-08-08 2013-06-30 13F WATSCO INC CL A COM 942622200 43,398 43,398 3,644 0.0018
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.