$WSO

$305.33 -$17.65 (5.46%) Close

$WSO Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 38.2M shares outstanding

Who owns WSO?

By type of holder

Institutions 99.6% Insiders 0.4% Everyone else 0.0%

Concentration Top 10 holders own 51.6%

BlackRock, Inc. 11.0% · Capital International Investors 9.1%

Institutional ownership

99.6%

-0.4 pts vs last qtr

Institutional holders

785

+13 vs last qtr

Net shares bought

−283.6K

by institutions in Q2 2026

New / sold out

95 / 82

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +340.5K
Findlay Park Partners LLP NEW +188.8K

Biggest sellers in Q2 2026

Goldman Sachs Group Inc −226.8K
Two Sigma Investments, LP −204.4K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Watsco, Inc. in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2015–FY2025

+16.7%

+1.73% a year

Each share's claim on the business

−14.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $219M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years72% 3–5 years5% 1–3 years14% Under 1 year9%

Quarterly turnover

6.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting WSO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	4.2M	10.99%	+102.9K (+2.5%)	≤2021	0.0%
Shares held by quarter Peak holding4.2M (Q2'26) Change over 8 quarters+408.1K Share of the company10.990% BlackRock, Inc.'s full portfolio →
CI Capital International Investors	3.5M	9.13%	+8.3K (+0.2%)	2025	0.3%
Shares held by quarter Peak holding4.6M (Q4'25) Change over 8 quarters+3.5M Share of the company9.130% Capital International Investors's full portfolio →

BlackRock, Inc.

4.2M

% of company

10.99%

Change vs last qtr

+102.9K (+2.5%)

Held since

≤2021

Capital International Investors

3.5M

% of company

9.13%

Change vs last qtr

+8.3K (+0.2%)

Held since

2025

28 more super investors behind a free account

See every manager holding Watsco, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting WSO on Form N-PORT; together they hold 46.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
WM Washington Mutual Investors Fund Washington Mutual Investors Fund	$553M	1.8M	4.69%	0.25%	July 31, 2026
IC iShares Core S&P Mid-Cap ETF iShares Trust	$499M	1.2M	3.14%	0.40%	June 30, 2026

Washington Mutual Investors Fund

Position value

$553M

% of company

4.69%

% of the fund

0.25%

As of

July 31, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$499M

% of company

3.14%

% of the fund

0.40%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Watsco, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
NA Nahmad Albert H Insider	261.1K	0.68%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.680% Nahmad Albert H's insider activity →
MA Menendez Ana M Insider	42.1K	0.11%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.110% Menendez Ana M's insider activity →

Nahmad Albert H

Insider

261.1K

% of company

0.68%

Change vs last qtr

—

Held since

—

Menendez Ana M

Insider

42.1K

% of company

0.11%

Change vs last qtr

—

Held since

—

7 more holders behind a free account

See every insider and 5%+ holder of Watsco, Inc..

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