WSO · NYSE · Industrial - Distribution

Watsco (WSO)

Distributes HVAC/R equipment and parts through locally managed contractor networks.

$323.96
After hours−1.66 (−0.51%)
At close$325.62(+2.49%)

13F · 13D/G · Form 4

Institutions≥ 96.55%39.25M shares
796 holders · as of Jun 30, 2026
Insiders1.78%722.4K shares
9 holders · as of Mar 13, 2026
Other≤ 1.67%682.0K shares
remainder

40.66M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Institutional filings for WSOB (14% of the company) are not on file here, so the institutional figure is a floor.

This company has 2 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
10.31%4.19Mas of Jun 30, 2026
Capital International InvestorsInstitution
8.57%3.49Mas of Jun 30, 2026
Capital Research Global InvestorsInstitution
4.68%1.90Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
4.35%1.77Mas of Jun 30, 2026
FMR LLCInstitution
4.19%1.71Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
3.88%1.58Mas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
3.59%1.46Mas of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
3.59%1.46Mas of Jun 30, 2026
State Street CorpInstitution
3.25%1.32Mas of Jun 30, 2026
T. Rowe Price Associates, Inc.Institution
3.07%1.25Mfiled Feb 14, 2019
Kayne Anderson Rudnick Investment Management LLCInstitution
2.79%1.13Mas of Jun 30, 2026
Baillie Gifford & CoInstitution
2.78%1.13Mas of Jun 30, 2026
Morgan StanleyInstitution
2.22%902,406as of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.62%659,265as of Jun 30, 2026
Markel Group Inc.Institution
1.47%597,750as of Jun 30, 2026
Blair William & Co/ILInstitution
1.39%564,024as of Jun 30, 2026
Davenport & Co LLCInstitution
1.30%530,366as of Jun 30, 2026
Wells Fargo & Company/MNInstitution
0.98%398,839as of Jun 30, 2026
Raymond James Financial IncInstitution
0.95%386,397as of Jun 30, 2026
UBS Group AGInstitution
0.89%360,182as of Jun 30, 2026
Norges BankInstitution
0.84%340,450as of Jun 30, 2026
Capital World InvestorsInstitution
0.83%339,018as of Jun 30, 2026
Goldman Sachs Group IncInstitution
0.82%333,871as of Jun 30, 2026
Northern Trust CorpInstitution
0.82%333,627as of Jun 30, 2026
Aaron J. NahmadInsiderdirector, officer: President
0.76%1,934 · 305,993 Bfiled Mar 13, 2026

13F, as of Jun 30, 2026

796 holders · 39.25M shares · 98 new positions · 343 increased · 305 reduced · 83 closed

HolderShares% of companyChg q/qFiled
BlackRock, Inc.4.19M10.31%+102.9KAug 7, 2026
Capital International Investors3.49M8.57%+8.3KAug 12, 2026
Capital Research Global Investors1.90M4.68%+3.6KAug 12, 2026
Vanguard Portfolio Management LLC1.77M4.35%+19.5KAug 13, 2026
FMR LLC1.71M4.19%−185.0KAug 13, 2026
Vanguard Capital Management LLC1.58M3.88%+11.7KAug 13, 2026
Charles Schwab Investment Management Inc1.46M3.59%+119.4KAug 14, 2026
Sixth Street Partners Management Company, L.P.1.46M3.59%+1.46MnewAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
BlackRock, Inc.10.90%3.79MOct 23, 2024
Capital International Investors10.10%3.54M13GMay 14, 2026
FMR LLC5.60%1.97M13GFeb 5, 2026
Capital Research Global Investors5.40%1.90M13GMay 14, 2026
Vanguard Capital Management5.22%1.83M13GApr 30, 2026
Vanguard Portfolio Management5.02%1.76M13GApr 29, 2026

Form 4

Latest trades

No open-market trades in the last 12 months.

House and Senate disclosures

Not reported.