WATSCO INC WSO
COM · Common Stock · CUSIP 942622200 · ISIN US9426222009
American industrial company
- SectorIndustrials
- IndustryWholesale-Hardware & Plumbing & Heating Equipment & Supplies
- HeadquartersCoconut Grove, FL
- Websitewatsco.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($37.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $416.30. Options: 6 managers hold calls ($104.7m notional), 8 hold puts ($32.2m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 539 |
| Q4 2022 | 568 |
| Q1 2023 | 614 |
| Q2 2023 | 678 |
| Q3 2023 | 684 |
| Q4 2023 | 727 |
| Q1 2024 | 747 |
| Q2 2024 | 780 |
| Q3 2024 | 790 |
| Q4 2024 | 824 |
| Q1 2025 | 842 |
| Q2 2025 | 809 |
| Q3 2025 | 780 |
| Q4 2025 | 767 |
| Q1 2026 | 771 |
| Q2 2026 | 784 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 369 | 358 |
| Q4 2024 | 341 | 370 |
| Q1 2025 | 408 | 343 |
| Q2 2025 | 353 | 406 |
| Q3 2025 | 336 | 389 |
| Q4 2025 | 303 | 430 |
| Q1 2026 | 377 | 324 |
| Q2 2026 | 335 | 373 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $23.8m | $28.8m | 1.21 |
| Q4 2025 | $44.1m | $16.4m | 0.37 |
| Q1 2026 | $88.1m | $119.8m | 1.36 |
| Q2 2026 | $104.7m | $32.2m | 0.31 |
Biggest buyers
| Findlay Park Partners LLP | New | +188.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +119.4k |
| BlackRock, Inc. | Added | +102.9k |
| AMERIPRISE FINANCIAL INC | Added | +92.1k |
| DEARBORN PARTNERS LLC | Added | +83.3k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +71.6k |
| Giverny Capital Inc. | New | +66.0k |
| AE Wealth Management LLC | Added | +64.9k |
| CITIGROUP INC | Added | +54.1k |
| AQR CAPITAL MANAGEMENT LLC | Added | +50.2k |
Biggest sellers
| GOLDMAN SACHS GROUP INC | Reduced | -226.8k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -204.4k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -194.8k |
| FMR LLC | Reduced | -185.0k |
| Junto Capital Management LP | Sold out | -145.2k |
| SG Capital Management LLC | Reduced | -139.9k |
| Employees Retirement System of Texas | Reduced | -101.5k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -65.2k |
| Conestoga Capital Advisors, LLC | Reduced | -40.9k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -40.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $62.8m150.7k shares |
| GROUP ONE TRADING LLC | Unchanged | $29.2m70.0k shares |
| IMC-Chicago, LLC | Added | $6.1m14.6k shares |
| CITADEL ADVISORS LLC | Added | $4.0m9.5k shares |
| JANE STREET GROUP, LLC | Added | $2.6m6.2k shares |
| Walleye Trading LLC | Unchanged | $125.0k300 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $11.3m27.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $10.6m25.5k shares |
| JANE STREET GROUP, LLC | Added | $5.0m11.9k shares |
| IMC-Chicago, LLC | Reduced | $3.7m8.8k shares |
| TWO SIGMA INVESTMENTS, LP | Added | $1.2m2.9k shares |
| Walleye Trading LLC | Unchanged | $208.4k500 shares |
| Walleye Capital LLC | New | $125.0k300 shares |
| SIMPLEX TRADING, LLC | Reduced | $83.3k200 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Capital International Investors 13G · institution -3.4 pts · filed 2026-05-14 | 10.1% |
| FMR LLC 13G · institution -3.3 pts · filed 2026-02-05 | 5.6% |
| Capital Research Global Investors 13G · institution new · filed 2026-05-14 | 5.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $5.6m | — |
| Q1 2025 | 0 | — | 1 | $1.0m | — |
| Q2 2025 | 0 | — | 1 | $986.2k | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.03% of their portfolio | 4.2m $1.7bn | Added +102.9k |
| Capital International Investors 0.30% of their portfolio | 3.5m $1.5bn | Added +8.3k |
| Capital Research Global Investors 0.11% of their portfolio | 1.9m $792.7m | Added +3.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 1.8m $737.8m | Added +19.5k |
| FMR LLC 0.03% of their portfolio | 1.7m $710.6m | Reduced -185.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.6m $658.1m | Added +11.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.08% of their portfolio | 1.5m $607.9m | Added +119.4k |
| STATE STREET CORP 0.02% of their portfolio | 1.3m $551.3m | Added +49.1k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1.47% of their portfolio | 1.1m $472.7m | Reduced -194.8k |
| BAILLIE GIFFORD & CO 0.43% of their portfolio | 1.1m $470.7m | Reduced -7.7k |
| MORGAN STANLEY 0.02% of their portfolio | 902.4k $376.1m | Added +11.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 659.3k $274.2m | Added +5.2k |
| Markel Group Inc. 1.90% of their portfolio | 597.8k $249.1m | Added +15.6k |
| BLAIR WILLIAM & CO/IL 0.61% of their portfolio | 564.0k $235.0m | Reduced -18.7k |
| DAVENPORT & Co LLC 1.12% of their portfolio | 530.4k $220.1m | Reduced -14.9k |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 398.8k $166.2m | Reduced -22.3k |
| RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio | 386.4k $161.0m | Reduced -40.5k |
| UBS Group AG 0.02% of their portfolio | 360.2k $150.1m | Reduced -2.9k |
| NORGES BANK 0.01% of their portfolio | 340.4k $141.9m | Not comparable |
| Capital World Investors 0.02% of their portfolio | 339.0k $141.3m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 333.9k $139.1m | Reduced -226.8k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 333.6k $139.0m | Added +8.3k |
| Hamlin Capital Management, LLC 2.85% of their portfolio | 304.3k $126.8m | Reduced -33.0k |
| CAPTRUST FINANCIAL ADVISORS 0.19% of their portfolio | 299.0k $124.6m | Reduced -31.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 286.3k $119.3m | Added +46.6k |
| Bahl & Gaynor LLC 0.51% of their portfolio | 267.7k $111.5m | Added +5.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 260.8k $108.7m | Reduced -31.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio | 246.1k $102.6m | Added +71.6k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 235.3k $98.0m | Added +8.4k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 235.0k $97.9m | Reduced -16.8k |
| CALEDONIA INVESTMENTS PLC 10.99% of their portfolio | 232.9k $97.1m | Unchanged |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 221.7k $92.4m | Added +5.0k |
| Welch & Forbes LLC 1.06% of their portfolio | 209.3k $87.2m | Reduced -525 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 207.1k $85.0m | Added +5.8k |
| BROWN BROTHERS HARRIMAN & CO 0.37% of their portfolio | 203.2k $84.7m | Reduced -22.8k |
| Findlay Park Partners LLP 1.06% of their portfolio | 188.8k $78.7m | New |
| DEARBORN PARTNERS LLC 1.86% of their portfolio | 172.9k $67.3m | Added +83.3k |
| DONALDSON CAPITAL MANAGEMENT, LLC 1.98% of their portfolio | 166.2k $69.3m | Added +3.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 160.7k $67.0m | Added +92.1k |
| BROWN ADVISORY INC 0.10% of their portfolio | 151.7k $63.2m | Added +48.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.09% of their portfolio | 151.2k $63.0m | Reduced -65.2k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 148.2k $61.8m | Added +4.0k |
| Corient Private Wealth LP 0.08% of their portfolio | 144.9k $60.4m | Added +1.7k |
| CITIGROUP INC 0.03% of their portfolio | 139.5k $58.1m | Added +54.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 135.0k $56.3m | Reduced -14.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 132.1k $55.0m | Reduced -8.1k |
| Epoch Investment Partners, Inc. 0.31% of their portfolio | 131.9k $55.0m | Reduced -1.6k |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 130.3k $54.3m | Reduced -180 |
| BENJAMIN EDWARDS INC 0.49% of their portfolio | 128.4k $53.5m | Reduced -13.5k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.19% of their portfolio | 123.8k $51.6m | Reduced -23.6k |
| CIBC Bancorp USA Inc. 0.06% of their portfolio | 121.4k $50.6m | Reduced -6.5k |
| RIVERBRIDGE PARTNERS LLC 1.40% of their portfolio | 120.3k $50.1m | Reduced -11.4k |
| Baird Financial Group, Inc. 0.06% of their portfolio | 112.9k $47.1m | Reduced -9.3k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 108.9k $45.4m | Added +1.7k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.18% of their portfolio | 105.0k $43.8m | Reduced -1.1k |
| AEGON ASSET MANAGEMENT UK Plc 0.46% of their portfolio | 104.0k $43.3m | Reduced -21.1k |
| STIFEL FINANCIAL CORP 0.04% of their portfolio | 103.2k $43.0m | Reduced -7.6k |
| Pembroke Management, LTD 2.99% of their portfolio | 101.3k $42.2m | Added +49.5k |
| Swiss National Bank 0.02% of their portfolio | 98.6k $41.1m | Reduced -3.9k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 95.7k $39.9m | Reduced -204.4k |
| Legal & General Group Plc 0.01% of their portfolio | 94.1k $39.2m | Reduced -9.7k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 92.2k $38.4m | Added +28.3k |
| ANCHOR CAPITAL ADVISORS LLC 1.07% of their portfolio | 91.7k $38.2m | Added +370 |
| Invesco Ltd. 0.00% of their portfolio | 90.4k $37.7m | Added +15.0k |
| Swedbank AB 0.03% of their portfolio | 87.0k $36.3m | Added +28.8k |
| Conestoga Capital Advisors, LLC 0.73% of their portfolio | 81.0k $33.7m | Reduced -40.9k |
| HOWLAND CAPITAL MANAGEMENT LLC 1.21% of their portfolio | 80.5k $33.5m | Reduced -2.7k |
| Fenimore Asset Management Inc 0.69% of their portfolio | 80.2k $33.4m | Reduced -754 |
| DUDLEY & SHANLEY, INC. 4.91% of their portfolio | 78.0k $32.5m | Added +22.3k |
| Wilkinson Global Asset Management LLC 2.51% of their portfolio | 75.8k $31.6m | Reduced -2.2k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 71.4k $29.6m | Added +50.2k |
| ALPS ADVISORS INC 0.14% of their portfolio | 71.0k $29.6m | Reduced -446 |
| CAPITAL ADVISORS INC/OK 0.43% of their portfolio | 70.9k $29.5m | Reduced -182 |
| Curi Capital, LLC 0.45% of their portfolio | 69.4k $28.9m | Added +3.8k |
| Giverny Capital Inc. 0.92% of their portfolio | 66.0k $27.5m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 65.9k $27.5m | Reduced -4.0k |
| AE Wealth Management LLC 0.13% of their portfolio | 65.9k $27.4m | Added +64.9k |
| Nuveen, LLC 0.01% of their portfolio | 64.4k $26.9m | Reduced -10.9k |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 64.0k $26.7m | Added +784 |
| Capital International, Inc./CA/ 0.19% of their portfolio | 63.5k $26.5m | Reduced -45 |
| Gotham Asset Management, LLC 0.06% of their portfolio | 63.1k $26.3m | Reduced -500 |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 59.3k $24.7m | Added +2.7k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 58.7k $24.1m | Added +80 |
| GENEVA CAPITAL MANAGEMENT LLC 0.55% of their portfolio | 57.4k $23.9m | Reduced -2.6k |
| Handelsbanken Fonder AB 0.06% of their portfolio | 52.5k $21.9m | Reduced -258 |
| DDD Partners, LLC 1.31% of their portfolio | 50.4k $21.0m | Reduced -70 |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 50.4k $21.0m | Added +6.0k |
| Vident Advisory, LLC 0.16% of their portfolio | 50.3k $21.0m | Added +48.5k |
| Amundi 0.01% of their portfolio | 50.1k $20.9m | Added +2.6k |
| HEARTLAND ADVISORS INC 0.93% of their portfolio | 49.9k $20.8m | Reduced -1.7k |
| California Public Employees Retirement System 0.01% of their portfolio | 49.3k $20.5m | Added +3.0k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.03% of their portfolio | 49.0k $20.4m | Reduced -8.5k |
| Retirement Systems of Alabama 0.06% of their portfolio | 48.4k $20.1m | Reduced -6.6k |
| Bridgewater Associates, LP 0.08% of their portfolio | 47.9k $20.0m | New |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 47.7k $17.4m | Reduced -265 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 46.6k $19.4m | Reduced -8.4k |
| Williams Jones Wealth Management, LLC. 0.21% of their portfolio | 45.1k $18.8m | Reduced -913 |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 44.5k $18.5m | Reduced -2.1k |
| GRACE & WHITE INC /NY 2.78% of their portfolio | 42.2k $17.6m | Unchanged |
| FIFTH THIRD BANCORP 0.03% of their portfolio | 40.5k $16.9m | Reduced -7.1k |