Watsco Ownership | Who Owns Watsco?
Watsco Ownership Summary
Watsco is owned by 76.39% institutional investors, 0.39% insiders, and 23.22% retail investors. Capital investors is the largest institutional shareholder, holding 12.24% of WSO shares. American Funds Washington Mutual A is the top mutual fund, with 4.06% of its assets in Watsco shares.
WSO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Watsco | 76.39% | 0.39% | 23.22% |
| Sector | Industrials Stocks | 47.66% | 12.52% | 39.82% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Capital investors | 4.64M | 12.24% | $1.56B |
| Blackrock | 3.76M | 10.20% | $1.74B |
| Blackrock funding, inc. /de | 3.69M | 9.72% | $1.24B |
| Vanguard group | 3.52M | 9.29% | $1.19B |
| Fmr | 3.00M | 7.93% | $1.21B |
| Kayne anderson rudnick investment management | 1.55M | 4.08% | $625.21M |
| Charles schwab investment management | 1.51M | 4.00% | $611.54M |
| State street | 1.24M | 3.27% | $500.57M |
| Baillie gifford | 917.49K | 2.42% | $309.15M |
| Morgan stanley | 824.87K | 2.18% | $277.94M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Caledonia investments | 232.93K | 8.70% | $78.49M |
| Patrick mauro investment advisor | 34.13K | 6.01% | $11.50M |
| Boston financial mangement | 342.41K | 4.90% | $162.27M |
| Crown oak advisors | 26.72K | 4.27% | $9.00M |
| Vantage investment partners | 166.17K | 3.74% | $55.99M |
| Kensington investment counsel | 18.45K | 3.65% | $8.74M |
| Dudley & shanley | 55.69K | 3.02% | $18.77M |
| Hamlin capital management | 340.32K | 2.75% | $114.67M |
| Prospect capital advisors | 13.01K | 2.73% | $5.26M |
| Redmond asset management | 29.90K | 2.57% | $10.07M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 4.64M | 0.25% | 2.36M |
| Norges bank | 328.99K | 0.01% | 328.99K |
| Morgan stanley | 824.87K | 0.02% | 211.92K |
| Two sigma investments, lp | 173.08K | 0.10% | 171.65K |
| Renaissance | 305.28K | 0.16% | 167.08K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 434.02K | 0.02% | -200.00K |
| Proficio capital partners | - | - | -134.21K |
| Fmr | 3.00M | 0.06% | -111.13K |
| Balyasny asset management | - | - | -110.75K |
| Jpmorgan chase | 214.80K | 0.00% | -100.82K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 328.99K | 0.01% | 328.99K | $110.85M |
| Alps advisors | 70.77K | 0.14% | 70.77K | $23.85M |
| Broad bay capital management, lp | 50.94K | 2.55% | 50.94K | $20.60M |
| Epoch investment partners | 31.54K | 0.07% | 31.54K | $12.75M |
| Strive asset management | 10.00K | 0.00% | 10.00K | $404.00K |
Sold Out
| Holder | Change |
|---|---|
| Stephens consulting | -1.00 |
| Horizon investments | -1.00 |
| Zrc wealth management | -1.00 |
| Logan capital management | -1.00 |
| Tfc financial management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds Washington Mutual A | 1.65M | 4.06% | 1.10M |
| Capital Group Wash Mutual Invtrs Comp | 1.65M | 4.06% | 1.10M |
| iShares Core S&P Mid-Cap ETF | 1.13M | 2.78% | 112.60K |
| Vanguard US Total Market Shares ETF | 1.10M | 2.72% | 792.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.10M | 2.72% | 2.49K |
| Schwab US Dividend Equity ETF™ | 1.07M | 2.65% | 2.26K |
| Fidelity Magellan | 942.53K | 2.32% | -4.67K |
| Vanguard Small Cap Index | 791.10K | 1.95% | -98.00 |
| Capital Group American Mutual Comp | 788.87K | 1.95% | 118.14K |
| American Funds American Mutual A | 788.87K | 1.95% | 118.14K |
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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