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Watsco Inc

WSO
Exchange
NYSE
Industry
Wholesale-Hardware & Plumbing & Heating Equipment & Supplies
SEC CIK
0000105016

No open-market purchases or sales by Watsco Inc insiders were filed in the last 90 days; 793 institutions reported holding it in 13F filings for Q2 2026, worth $15.8B in total; superinvestors Markel Group and Giverny Capital hold it.

Other share classesWSO.B

Key figures

Market capNo recent share count in SEC filings
–
Insider buysOpen market, last 90 days
0
Insider sellsOpen market, last 90 days
0
13F holdersQ2 2026, +23 vs. previous quarter
793
13F valueReported value at the end of Q2 2026
$15.8B
Superinvestors holdingAt the end of Q2 2026
2

Price chart

From SEC filings, in USD.

Revenue, FY2025
$7.24B
−5.0% year over year
Net income, FY2025
$497.0M
−7.3% year over year
Free cash flow, FY2025
$535.1M
−28.0% year over year
Revenue, Q3 FY2026
$2.22B
+7.4% year over year

Short interest

See short data

From FINRA, settlement date Oct 15, 2026.

Short interest
4.70M
Shares sold short
Change
+521.7K
+12.5% vs. previous
Days to cover
8.74
At average daily volume

Superinvestors holding WSO, Q2 2026

Go to the superinvestors tab

2 superinvestors report holding Watsco Inc on Form 13F. Percentages are the stock's share of each portfolio.

Markel Group

Tom Gayner

1.9%

Watsco Inc's share of the portfolio

Shares
597,750
Value
$249.1M

Giverny Capital

François Rochon

0.9%

Watsco Inc's share of the portfolio

Shares
65,975
Value
$27.5M

Latest insider trades

See all insider trades

Open-market purchases and sales by Watsco Inc insiders from Form 4, newest first.

Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Jun 12, 2025 (view filing)Jun 102 daysCuster John MichaelDirectorSSale−2.20K$448.27−$986.2K−38.2%3.55K after
Mar 7, 2025 (view filing)Mar 52 daysAlvarez Cesar LDirectorSSale−2.10K$499.65−$1.05M−100.0%0 after2 lots
Dec 18, 2024 (view filing)Dec 18Same dayLogan Barry SExecutive Vice PresidentSSale−11.0K$508.21−$5.59M−100.0%0 after
May 14, 2024 (view filing)May 104 daysLogan Barry SExecutive Vice PresidentSSale−774$473.85−$366.8K−30.4%1.77K after
May 13, 2024 (view filing)May 94 daysMacdonald John AlexanderDirectorSSale−5.33K$466.41−$2.49M−100.0%0 after5 lots
Dec 14, 2023 (view filing)Dec 122 daysAlvarez Cesar LDirectorSSale−5.00K$412.34−$2.06M−100.0%0 after
May 24, 2023 (view filing)May 222 daysAlvarez Cesar LDirectorSSale−4.00K$332.64−$1.33M−100.0%0 after
Jun 1, 2022 (view filing)May 275 daysAlvarez Cesar LDirectorSSale−4.00K$253.55−$1.01M−100.0%0 after2 lots
Mar 25, 2022 (view filing)Mar 232 daysKeeley Brian E.DirectorSSale−11.0K$299.69−$3.30M−100.0%0 after3 lots

Top 10 13F holders, Q2 2026

See all 793 holders

The largest institutional positions in Watsco Inc at the end of Q2 2026; share changes are against Q1 2026.

Institutions holding WSO in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.4,192,919$1.75B0.03%+102,864+2.5%Added
Capital International Investors3,485,525$1.45B0.30%+8,294+0.2%Added
Capital Research Global Investors1,902,230$792.7M0.11%+3,627+0.2%Added
Vanguard Portfolio Management LLC1,770,531$737.8M0.03%+19,477+1.1%Added
FMR LLC1,705,273$710.6M0.03%−185,049−9.8%Reduced
Vanguard Capital Management LLC1,579,210$658.1M0.01%+11,711+0.7%Added
Charles Schwab Investment Management Inc1,459,768$607.9M0.08%+119,367+8.9%Added
State Street Corp1,323,011$551.3M0.02%+49,070+3.9%Added
Kayne Anderson Rudnick Investment Management LLC1,134,361$472.7M1.47%−194,844−14.7%Reduced
Baillie Gifford & Co1,129,536$470.7M0.43%−7,722−0.7%Reduced

Holders of 5% or more of WSO

See all 5 holders and filings

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Watsco Inc.

Largest holders of WSO from 13D and 13G filings
HolderLatest formStakeChangeFirst filedLatest filingFiling
Capital International Investors13G/A10.10%3.54M shares−3.40 ppfrom 13.50%Nov 6, 20254 filingsMay 14, 2026SEC
FMR LLC13G/A5.60%1.97M shares−3.30 ppfrom 8.90%Aug 12, 20243 filingsFeb 5, 2026SEC
Capital Research Global Investors13G5.40%1.90M sharesNewMay 14, 20261 filingMay 14, 2026SEC
Vanguard Capital Management LLC13G5.22%1.83M sharesNewApr 30, 20261 filingApr 30, 2026SEC
Vanguard Portfolio Management LLC13G5.02%1.76M sharesNewApr 29, 20261 filingApr 29, 2026SEC

4 members of Congress reported 10 trades in Watsco Inc since 2020. Newest filings:

  1. Val T. Hoyle

    House · OR · Oct 10, 2025

    Sell$1K-$15K

  2. Val T. Hoyle

    House · OR · Sep 12, 2025

    Buy$1K-$15K

  3. Lisa C. McClain

    House · MI · Sep 12, 2025

    Sell$1K-$15K

  4. Lisa C. McClain

    House · MI · Aug 13, 2025

    Buy$1K-$15K

  5. Lois Frankel

    House · FL · Oct 10, 2023

    Sell$1K-$15K