Watsco Ownership | Who Owns Watsco?
Watsco Ownership Summary
Watsco is owned by 103.21% institutional investors, 0.38% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.04% of WSO shares. American Funds Washington Mutual A is the top mutual fund, with 4.34% of its assets in Watsco shares.
WSO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Watsco | 103.21% | 0.38% | -3.59% |
| Sector | Industrials Stocks | 68.36% | 16.28% | 15.36% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.19M | 11.04% | $1.75B |
| Blackrock | 3.76M | 10.20% | $1.74B |
| Vanguard group | 3.52M | 9.29% | $1.19B |
| Capital investors | 3.49M | 9.18% | $1.45B |
| Capital research global investors | 1.90M | 5.01% | $792.71M |
| Fmr | 1.71M | 4.49% | $710.64M |
| Vanguard capital management | 1.58M | 4.16% | $658.10M |
| Sixth street partners management company | 1.46M | 3.85% | $607.86M |
| Charles schwab investment management | 1.46M | 3.85% | $607.86M |
| State street | 1.32M | 3.48% | $551.34M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Caledonia investments | 261.44K | 8.88% | $79.07M |
| Patrick mauro investment advisor | 33.28K | 6.97% | $13.87M |
| Boston financial mangement | 342.41K | 4.90% | $162.27M |
| Crown oak advisors | 30.22K | 4.32% | $9.15M |
| Vantage investment partners | 171.86K | 4.31% | $62.52M |
| Redmond asset management | 34.34K | 3.57% | $14.31M |
| Taylor securities services | 21.42K | 2.59% | $6.48M |
| Broad bay capital management, lp | 50.94K | 2.55% | $20.60M |
| Wilkinson global asset management | 75.84K | 2.51% | $31.60M |
| Dudley & shanley | 51.56K | 2.48% | $15.61M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 1.46M | 0.08% | 1.46M |
| Norges bank | 340.45K | 0.01% | 340.45K |
| Confluence investment management | 320.43K | 1.63% | 320.43K |
| Findlay park partners llp | 188.84K | 1.06% | 188.84K |
| Charles schwab investment management | 1.46M | 0.08% | 119.37K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 333.87K | 0.01% | -226.80K |
| Two sigma investments, lp | 95.68K | 0.03% | -204.41K |
| Kayne anderson rudnick investment management | 1.13M | 1.47% | -194.84K |
| Fmr | 1.71M | 0.03% | -185.05K |
| Junto capital management lp | - | - | -145.15K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 1.46M | 0.08% | 1.46M | $607.86M |
| Norges bank | 340.45K | 0.01% | 340.45K | $141.88M |
| Confluence investment management | 320.43K | 1.63% | 320.43K | $96.99M |
| Findlay park partners llp | 188.84K | 1.06% | 188.84K | $78.70M |
| Giverny capital | 65.97K | 0.92% | 65.97K | $27.49M |
Sold Out
| Holder | Change |
|---|---|
| Horizon investments | -1.00 |
| Tfc financial management | -1.00 |
| Logan capital management | -1.00 |
| Stephens consulting | -1.00 |
| Halbert hargrove global advisors | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 787 | 0.77% | 39,184,036 | 2.37% | 103 | 1.02% | 340 | -11.92% | 300 | 23.46% |
| Mar 31, 2026 | 481 | -37.86% | 13,824,948 | -63.02% | 36 | 0.38% | 232 | -31.36% | 139 | -56.83% |
| Dec 31, 2025 | 588 | -25.85% | 28,966,123 | -19.65% | 76 | 0.84% | 248 | -27.91% | 250 | -16.67% |
| Sep 30, 2025 | 588 | -26.68% | 29,199,348 | -12.25% | 77 | 1.00% | 244 | -31.84% | 229 | -22.64% |
| Jun 30, 2025 | 801 | -4.64% | 34,739,524 | -1.05% | 91 | 1.06% | 355 | -14.66% | 298 | 4.93% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds Washington Mutual A | 1.79M | 4.34% | 116.80K |
| Capital Group Wash Mutual Invtrs Comp | 1.67M | 4.06% | - |
| Capital Group American Mutual Comp | 1.55M | 3.76% | - |
| American Funds American Mutual A | 1.55M | 3.75% | - |
| iShares Core S&P Mid-Cap ETF | 1.27M | 3.07% | -456.00 |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.13M | 2.74% | 18.89K |
| Vanguard US Total Market Shares ETF | 1.10M | 2.72% | 792.00 |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.11M | 2.70% | -59.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.11M | 2.70% | -59.00 |
| Schwab US Dividend Equity ETF™ | 989.36K | 2.40% | 2.58K |
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 |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | 2 |
| 2025 Q1 | - | 2 |
WSO Ownership FAQ
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