Watsco Ownership | Who Owns Watsco?
Watsco Ownership Summary
Watsco is owned by 91.72% institutional investors, 0.40% insiders, and 7.88% retail investors. Blackrock is the largest institutional shareholder, holding 10.20% of WSO shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.81% of its assets in Watsco shares.
WSO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Watsco | 91.72% | 0.40% | 7.88% |
| Sector | Industrials Stocks | 64.07% | 12.69% | 23.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.76M | 10.20% | $1.74B |
| Blackrock funding, inc. /de | 3.77M | 9.96% | $1.67B |
| Vanguard group | 3.62M | 8.97% | $1.71B |
| Fmr | 3.47M | 8.61% | $1.64B |
| Kayne anderson rudnick investment management | 1.53M | 4.05% | $676.87M |
| Charles schwab investment management | 1.37M | 3.40% | $649.96M |
| State street | 1.11M | 3.00% | $513.23M |
| Baillie gifford | 1.10M | 2.72% | $520.37M |
| Blair william & co/il | 770.94K | 1.91% | $365.34M |
| Geode capital management | 725.19K | 1.80% | $343.17M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Caledonia investments | 194.43K | 8.44% | $85.81M |
| Patrick mauro investment advisor | 27.00K | 6.45% | $11.39M |
| Crown oak advisors | 23.92K | 5.00% | $10.56M |
| Boston financial mangement | 342.41K | 4.90% | $162.27M |
| Hamlin capital management | 357.84K | 3.66% | $158.03M |
| Kensington investment counsel | 18.45K | 3.65% | $8.74M |
| Grace & white inc /ny | 39.20K | 3.48% | $18.58M |
| Pembroke management | 53.36K | 2.85% | $23.56M |
| Dudley & shanley | 39.83K | 2.76% | $17.59M |
| Prospect capital advisors | 9.86K | 2.62% | $4.35M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 622.03K | 0.02% | 335.82K |
| Capital investors | 271.66K | 0.02% | 271.66K |
| Norges bank | 249.66K | 0.02% | 249.66K |
| Charles schwab investment management | 1.37M | 0.12% | 118.71K |
| Blackrock | 3.76M | 0.04% | 96.61K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 3.47M | 0.10% | -152.92K |
| Barclays | 237.65K | 0.03% | -146.76K |
| Baillie gifford | 1.10M | 0.40% | -136.06K |
| Proficio capital partners | - | - | -134.21K |
| Balyasny asset management | - | - | -110.75K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Capital investors | 271.66K | 0.02% | 271.66K | $119.97M |
| Norges bank | 249.66K | 0.02% | 249.66K | $118.31M |
| Twinbeech capital lp | 57.32K | 0.57% | 57.32K | $25.31M |
| Tudor investment corp et al | 51.77K | 0.05% | 51.77K | $22.86M |
| Qube research | 22.61K | 0.01% | 22.61K | $9.99M |
Sold Out
| Holder | Change |
|---|---|
| Halbert hargrove global advisors | -1.00 |
| Riverview trust | -1.00 |
| Horizon investments | -1.00 |
| Rakuten securities | -1.00 |
| Perkins coie trust | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 801 | -4.64% | 34,739,524 | -1.05% | 91 | 1.06% | 355 | -14.66% | 298 | 4.93% |
| Mar 31, 2025 | 832 | 0.12% | 34,984,035 | -1.12% | 92 | 1.04% | 410 | 7.61% | 282 | -7.24% |
| Dec 31, 2024 | 501 | -37.06% | 21,396,709 | -39.40% | 53 | 0.69% | 226 | -40.37% | 191 | -32.51% |
| Sep 30, 2024 | 787 | 0.51% | 35,216,271 | -2.13% | 87 | 0.92% | 375 | 8.07% | 280 | -12.77% |
| Jun 30, 2024 | 771 | 1.58% | 35,933,854 | 0.40% | 97 | 1.03% | 345 | -2.27% | 313 | 13.41% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1.14M | 2.81% | -2.04K |
| Vanguard US Total Market Shares ETF | 1.10M | 2.72% | 792.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.10M | 2.71% | -24.74K |
| Schwab US Dividend Equity ETF™ | 991.58K | 2.45% | -171.00 |
| Fidelity Magellan | 947.20K | 2.34% | -8.90K |
| Vanguard Small Cap Index | 846.96K | 2.09% | -5.47K |
| Vanguard Small Cap Growth Index Inv | 477.07K | 1.18% | -968.00 |
| American Funds Income Fund of Amer A | 434.02K | 1.07% | - |
| Baillie Gifford US Equity Growth | 428.67K | 1.06% | -11.79K |
| Vanguard US Growth Investor | 383.94K | 0.95% | -19.96K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 10, 2025 | Custer John Michael | - | Sell | $986.19K |
| Jun 10, 2025 | Custer John Michael | - | Sell | $986.19K |
| Mar 05, 2025 | ALVAREZ CESAR L | - | Sell | $338.76K |
| Mar 05, 2025 | ALVAREZ CESAR L | - | Sell | $710.50K |
| Dec 18, 2024 | LOGAN BARRY S | Executive Vice President | Sell | $5.59M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q1 | - | - |
| 2023 Q4 | - | 1 |
| 2023 Q3 | - | - |
| 2023 Q2 | - | 1 |
| 2023 Q1 | - | - |
WSO Ownership FAQ
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