Watsco, Inc.
Watsco, Inc. (WSO) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · WSO · as of Sep 30, 2025
Ownership Breakdown
798
Institutional Holders
▼ 23 vs Q2
$14.60B
Total Inst. Value
▼ $719.04M vs Q2
41.19M
Shares Outstanding
freeFloat 86.39%
36.09M
13F Shares Held
▲ 1.33M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
WSO largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. wholesale-hardware & plumbing & heating equipment & supplies | 3.74M | 9.88% | 9.88% | $1.51T | Nov 12, 2025 | ▼ 29.8K |
VANGUARD GROUP INC wholesale-hardware & plumbing & heating equipment & supplies | 3.55M | 9.38% | 9.38% | $1.44T | Nov 7, 2025 | ▼ 21.1K |
FMR LLC wholesale-hardware & plumbing & heating equipment & supplies | 3.00M | 7.93% | 7.93% | $1.21T | Nov 13, 2025 | ▼ 111.1K |
CAPITAL INTERNATIONAL INVESTORS wholesale-hardware & plumbing & heating equipment & supplies | 2.29M | 6.04% | 6.04% | $924.19B | Nov 13, 2025 | ▲ 2.01M |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC wholesale-hardware & plumbing & heating equipment & supplies | 1.55M | 4.08% | 4.08% | $625.21B | Nov 13, 2025 | ▲ 13.7K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC wholesale-hardware & plumbing & heating equipment & supplies | 1.51M | 4.00% | 4.00% | $611.54B | Nov 10, 2025 | ▲ 27.2K |
STATE STREET CORP wholesale-hardware & plumbing & heating equipment & supplies | 1.24M | 3.27% | 3.27% | $500.57B | Nov 14, 2025 | ▲ 16.6K |
BAILLIE GIFFORD & CO wholesale-hardware & plumbing & heating equipment & supplies | 944.1K | 2.49% | 2.49% | $381.69B | Oct 31, 2025 | ▼ 32.3K |
BLAIR WILLIAM & CO/IL wholesale-hardware & plumbing & heating equipment & supplies | 800.0K | 2.11% | 2.11% | $323.42B | Nov 12, 2025 | ▼ 6.7K |
CAPITAL WORLD INVESTORS wholesale-hardware & plumbing & heating equipment & supplies | 634.0K | 1.67% | 1.67% | $256.33B | Nov 13, 2025 | — held |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
25
Increased
+2.74M shares0
New Positions
first time holders22
Decreased
−564.3K shares0
Sold Out
fully exitedNet shares change (top 50)
+2.17M
+2.74M / −564.3K
Net new holders
+3
0 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
WSO insider trading · insider activity
Source: SEC Form 4
5
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
MENENDEZ ANA M CFO / Treasurer | Mar 11, 2026 | J-Other | 25 | $336.95 | $8.4K | 1.6K | Form 4 ↗ |
LOGAN BARRY S Executive Vice President | Mar 11, 2026 | J-Other | 19 | $336.95 | $6.4K | 1.8K | Form 4 ↗ |
Nahmad Aaron J President | Mar 11, 2026 | J-Other | 25 | $336.95 | $8.4K | 526 | Form 4 ↗ |
NAHMAD ALBERT H Chairman and CEO | Mar 11, 2026 | J-Other | 25 | $336.95 | $8.4K | 92 | Form 4 ↗ |
Nahmad Aaron J President | Jan 7, 2026 | Award | 13,955 | — | — | 306.0K | Form 4 ↗ |
Lopez-Blazquez Ana director | Dec 12, 2025 | Tax Withhold | 707 | $354.61 | $250.7K | 293 | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Watsco, Inc. (WSO) is primarily owned by institutional investors, who hold approximately 87.6% of total shares outstanding. Company insiders own approximately 13.61%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of Watsco, Inc. is BLACKROCK, INC., holding approximately 3.74 million shares — equal to 9.88% of outstanding shares — as of September 30, 2025.
A total of 798 institutional investors currently hold WSO stock, with a combined institutional value of approximately $14.60 billion as of the most recent 13F filing period.
Frequently asked questions
WSO ownershipWatsco, Inc. (WSO) is primarily owned by institutional investors, who hold approximately 87.6% of shares. The largest shareholder is BLACKROCK, INC. with a 9.88% stake. Company insiders hold 13.61%. Data sourced from SEC Form 13F as of September 30, 2025.