Watsco Ownership | Who Owns Watsco?
Watsco Ownership Summary
Watsco is owned by 36.48% institutional investors, 0.39% insiders, and 63.13% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.79% of WSO shares. Capital Group Wash Mutual Invtrs Comp is the top mutual fund, with 4.12% of its assets in Watsco shares.
WSO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Watsco | 36.48% | 0.39% | 63.13% |
| Sector | Industrials Stocks | 49.61% | 15.69% | 34.70% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.09M | 10.79% | $1.49B |
| Blackrock | 3.76M | 10.20% | $1.74B |
| Vanguard group | 3.52M | 9.29% | $1.19B |
| Capital investors | 3.48M | 9.17% | $1.26B |
| Capital research global investors | 1.90M | 5.01% | $690.68M |
| Fmr | 1.89M | 4.99% | $687.68M |
| Charles schwab investment management | 1.34M | 3.54% | $487.20M |
| Kayne anderson rudnick investment management | 1.33M | 3.51% | $483.55M |
| State street | 1.27M | 3.36% | $463.45M |
| Baillie gifford | 1.14M | 3.00% | $413.72M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Caledonia investments | 232.93K | 9.89% | $84.67M |
| Tradelink capital | 3.06K | 8.59% | $1.14M |
| Patrick mauro investment advisor | 35.17K | 6.43% | $12.79M |
| Crown oak advisors | 27.10K | 4.94% | $9.86M |
| Boston financial mangement | 342.41K | 4.90% | $162.27M |
| Vantage investment partners | 171.86K | 4.31% | $62.52M |
| Sg capital management | 161.19K | 3.89% | $58.64M |
| Kensington investment counsel | 18.45K | 3.65% | $8.74M |
| Dudley & shanley | 55.69K | 3.31% | $20.26M |
| Redmond asset management | 30.58K | 3.04% | $11.12M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | 1.90M | 0.11% | 1.90M |
| Blackrock funding, inc. /de | 4.09M | 0.03% | 404.77K |
| Norges bank | 328.99K | 0.01% | 328.99K |
| Goldman sachs group | 560.67K | 0.02% | 255.91K |
| Baillie gifford | 1.14M | 0.42% | 219.77K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 3.48M | 0.30% | -1.17M |
| Neuberger berman group | 130.48K | 0.04% | -252.36K |
| Charles schwab investment management | 1.34M | 0.07% | -219.56K |
| Schwartz investment counsel | 25.18K | 0.33% | -142.00K |
| Proficio capital partners | - | - | -134.21K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Capital research global investors | 1.90M | 0.11% | 1.90M | $690.68M |
| Norges bank | 328.99K | 0.01% | 328.99K | $110.85M |
| Vanguard fiduciary trust | 216.75K | 0.02% | 216.75K | $78.85M |
| Sg capital management | 161.19K | 3.89% | 161.19K | $58.64M |
| Junto capital management lp | 145.15K | 1.11% | 145.15K | $52.80M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 832 | 0.12% | 34,984,035 | -1.12% | 92 | 1.04% | 410 | 7.61% | 282 | -7.24% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Capital Group Wash Mutual Invtrs Comp | 1.67M | 4.12% | 24.77K |
| American Funds Washington Mutual A | 1.67M | 4.12% | 24.77K |
| Capital Group American Mutual Comp | 1.55M | 3.82% | 759.67K |
| American Funds American Mutual A | 1.55M | 3.81% | 759.67K |
| iShares Core S&P Mid-Cap ETF | 1.18M | 2.90% | -592.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.11M | 2.74% | 2.65K |
| Vanguard US Total Market Shares ETF | 1.10M | 2.72% | 792.00 |
| Fidelity Magellan | 942.53K | 2.32% | -4.67K |
| Schwab US Dividend Equity ETF™ | 807.06K | 1.99% | 686.00 |
| Vanguard Small Cap Index | 804.57K | 1.98% | -1.87K |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools