Watsco Ownership | Who Owns Watsco?
Watsco Ownership Summary
Watsco is owned by 77.09% institutional investors, 0.40% insiders, and 22.51% 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 2.80% of its assets in Watsco shares.
WSO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Watsco | 77.09% | 0.40% | 22.51% |
| Sector | Industrials Stocks | 46.77% | 12.62% | 40.60% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.76M | 10.20% | $1.74B |
| Blackrock funding, inc. /de | 3.74M | 9.88% | $1.51B |
| Vanguard group | 3.55M | 9.38% | $1.44B |
| Fmr | 3.00M | 7.93% | $1.21B |
| Capital investors | 2.29M | 6.04% | $924.19M |
| 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 | 944.09K | 2.49% | $381.69B |
| Blair william & co/il | 799.96K | 2.11% | $323.42M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Caledonia investments | 219.43K | 8.73% | $88.71M |
| Patrick mauro investment advisor | 30.34K | 6.44% | $12.27M |
| Crown oak advisors | 23.92K | 5.00% | $10.56M |
| Boston financial mangement | 342.41K | 4.90% | $162.27M |
| Hamlin capital management | 405.48K | 3.73% | $163.94M |
| Kensington investment counsel | 18.45K | 3.65% | $8.74M |
| Pembroke management | 70.18K | 2.82% | $28.37M |
| Grace & white inc /ny | 38.98K | 2.78% | $15.76M |
| Prospect capital advisors | 13.01K | 2.73% | $5.26M |
| Vantage investment partners | 97.73K | 2.70% | $39.51M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 2.29M | 0.15% | 2.01M |
| Norges bank | 249.66K | 0.02% | 249.66K |
| Two sigma investments, lp | 173.08K | 0.10% | 171.65K |
| Blackrock | 3.76M | 0.04% | 96.61K |
| Renaissance | 138.20K | 0.07% | 89.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Barclays | 55.66K | 0.00% | -139.46K |
| Lord, abbett | 61.50K | 0.07% | -137.00K |
| Proficio capital partners | - | - | -134.21K |
| Fmr | 3.00M | 0.06% | -111.13K |
| Balyasny asset management | - | - | -110.75K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 249.66K | 0.02% | 249.66K | $118.31M |
| Alyeska investment group | 66.39K | 0.08% | 66.39K | $26.84M |
| Broad bay capital management, lp | 50.94K | 2.55% | 50.94K | $20.60M |
| Epoch investment partners | 31.54K | 0.07% | 31.54K | $12.75M |
| Janney montgomery scott | 19.24K | 0.02% | 19.24K | $7.78M |
Sold Out
| Holder | Change |
|---|---|
| Halbert hargrove global advisors | -1.00 |
| Riverview trust | -1.00 |
| Stephens consulting | -1.00 |
| Southstate | -1.00 |
| Perkins coie trust | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 787 | 0.51% | 35,216,271 | -2.13% | 87 | 0.92% | 375 | 8.07% | 280 | -12.77% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1.14M | 2.80% | - |
| 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™ | 991.22K | 2.44% | 209.00 |
| Fidelity Magellan | 942.53K | 2.32% | -4.67K |
| 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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