Watsco, Inc. (WSO) Ownership
WSO ownership summary
as of October 18, 2026- Institutions
- 108.9% of shares outstanding
- Insiders
- 0.43% of shares outstanding
- Shares outstanding
- 35.6M
- Float
- 33.5M shares available to trade
- Short interest
- 15.49% 4.2M shares short
- Days to cover
- 8.53 short interest up 5.9% vs prior month
- Institutions 108.95%
- Insiders 0.43%
WSO top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 10.16% | 4.2M | $1.24B | +102,864 (+2.5%) | June 30, 2026 |
| 2 | Capital Research & Mgmt Co - Division 3 | 8.45% | 3.5M | $1.03B | +8,294 (+0.2%) | June 30, 2026 |
| 3 | Capital Research Global Investors | 4.61% | 1.9M | $562.9M | +3,627 (+0.2%) | June 30, 2026 |
| 4 | Vanguard Portfolio Management, LLC | 4.29% | 1.8M | $523.9M | +19,477 (+1.1%) | June 30, 2026 |
| 5 | FMR Inc | 4.13% | 1.7M | $504.6M | −185,049 (−9.8%) | June 30, 2026 |
| 6 | Vanguard Capital Management, LLC | 3.83% | 1.6M | $467.3M | +11,711 (+0.7%) | June 30, 2026 |
| 7 | Charles Schwab Investment Management Inc | 3.54% | 1.5M | $432.0M | +119,367 (+8.9%) | June 30, 2026 |
| 8 | State Street Corp | 3.21% | 1.3M | $391.5M | +49,070 (+3.9%) | June 30, 2026 |
| 9 | Kayne Anderson Rudnick Investment Management LLC | 2.75% | 1.1M | $335.7M | −194,844 (−14.7%) | June 30, 2026 |
| 10 | Baillie Gifford & Co Limited. | 2.74% | 1.1M | $334.2M | −7,722 (−0.7%) | June 30, 2026 |
| 11 | Morgan Stanley - Brokerage Accounts | 2.19% | 902K | $267.0M | +11,414 (+1.3%) | June 30, 2026 |
| 12 | Geode Capital Management, LLC | 1.60% | 659K | $195.1M | +5,235 (+0.8%) | June 30, 2026 |
| 13 | Markel Group Inc | 1.45% | 598K | $176.9M | +15,581 (+2.7%) | June 30, 2026 |
| 14 | Blair William & Co | 1.37% | 564K | $166.9M | −18,676 (−3.2%) | June 30, 2026 |
| 15 | Davenport & Company LLC | 1.29% | 530K | $156.9M | −14,912 (−2.7%) | June 30, 2026 |
| 16 | Wells Fargo & Co | 0.97% | 399K | $118.0M | −22,349 (−5.3%) | June 30, 2026 |
| 17 | UBS Group AG | 0.87% | 360K | $106.6M | −2,945 (−0.8%) | June 30, 2026 |
| 18 | NORGES BANK | 0.83% | 340K | $100.7M | +11,461 (+3.5%) | June 30, 2026 |
| 19 | Capital World Investors | 0.82% | 339K | $100.3M | — | June 30, 2026 |
| 20 | The Goldman Sachs Group Inc | 0.81% | 334K | $98.8M | −226,801 (−40.5%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 11 holders added 358K shares and 8 cut 673K.
WSO top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | American Funds Washington Mutual A | 4.34% | 1.8M | $529.4M | +116,795 (+7.0%) | September 30, 2026 |
| 2 | American Funds American Mutual A | 3.75% | 1.5M | $458.2M | — | September 30, 2026 |
| 3 | iShares Core S&P Mid-Cap ETF | 3.07% | 1.3M | $375.1M | −456 (−0.0%) | September 30, 2026 |
| 4 | Vanguard MStar Total Stk Mkt Idx Invest | 2.70% | 1.1M | $329.5M | −1,224 (−0.1%) | August 31, 2026 |
| 5 | Schwab US Dividend Equity ETF™ | 2.40% | 989K | $292.8M | +2,576 (+0.3%) | September 30, 2026 |
| 6 | Vanguard Small Cap Index | 1.94% | 801K | $237.1M | −4,296 (−0.5%) | September 30, 2026 |
| 7 | Vanguard US Growth Investor | 1.50% | 617K | $182.6M | — | June 30, 2026 |
| 8 | American Funds Capital Inc Bldr A | 1.40% | 577K | $170.6M | −42,839 (−6.9%) | September 30, 2026 |
| 9 | iShares Select Dividend ETF | 1.39% | 572K | $169.3M | −196 (−0.0%) | September 30, 2026 |
| 10 | American Funds Fundamental Invs A | 1.13% | 467K | $138.1M | — | September 30, 2026 |
| 11 | American Funds Income Fd of Amer A | 0.82% | 339K | $100.3M | — | September 30, 2026 |
| 12 | State Street® SPDR® S&P MIDCAP 400® ETF | 0.64% | 263K | $77.9M | +7,154 (+2.8%) | September 30, 2026 |
| 13 | Vanguard MStar Small Cap Value Index | 0.63% | 261K | $77.1M | +260,688 (0.0%) | September 30, 2026 |
| 14 | American Funds IS® Growth-Income 1 | 0.57% | 236K | $69.9M | — | September 30, 2026 |
| 15 | Caledonia Investments Ord | 0.56% | 233K | $68.9M | +13,500 (+6.2%) | March 31, 2026 |
| 16 | Vanguard MStar Small Cap Growth Indx Inv | 0.54% | 223K | $66.0M | −239,271 (−51.8%) | September 30, 2026 |
| 17 | Vanguard Dividend Appreciation ETF | 0.49% | 201K | $59.6M | +3,201 (+1.6%) | September 30, 2026 |
| 18 | American Funds SMALLCAP World A | 0.48% | 200K | $59.2M | — | September 30, 2026 |
| 19 | Fidelity Growth & Income | 0.46% | 191K | $56.4M | +5,800 (+3.1%) | August 31, 2026 |
| 20 | Findlay Park American I USD Dist | 0.46% | 189K | $55.9M | — | July 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
WSO insider transactions
latest 6| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-09-23 | Val T. Hoyle | Sell | $395.30 | — | — |
| 2025-08-13 | Lisa C. McClain | Sell | $431.94 | — | — |
| 2025-06-17 | Lisa C. McClain | Buy | $423.93 | — | — |
| 2024-12-18 | Barry S. Logan | Sell | $508.21 | 10,998 | $5.6M |
| 2024-05-10 | Barry S Logan | Sell | $473.85 | 774 | $366,760 |
| 2024-05-09 | John Alexander Macdonald | Sell | $466.41 | 5,334 | $2.5M |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
WSO shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns WSO
Institutional investors own 108.9% of Watsco's shares and insiders 0.43%. The largest holder is BlackRock Inc with 10.16% of the shares (4.2M), as of June 30, 2026. Among the top 20 institutions, 11 added shares and 8 reduced their stake in the latest filings. Short interest is 15.49% of the float, or 8.53 days of average trading volume. The share count rose 8.3% since 2014.
Related: WSO analyst forecast, WSO key metrics, WSO dividend history. See the WSO stock overview for the latest quote and news.
WSO ownership FAQ
Who owns the most Watsco stock?
The largest shareholders of Watsco are BlackRock Inc (10.16%), Capital Research & Mgmt Co - Division 3 (8.45%), Capital Research Global Investors (4.61%), Vanguard Portfolio Management, LLC (4.29%), FMR Inc (4.13%).
What percentage of Watsco is owned by institutions?
Institutions hold 108.9% of Watsco's shares outstanding; insiders hold 0.43%.
Which funds own Watsco?
The largest fund holders of Watsco are American Funds Washington Mutual A (4.34%), American Funds American Mutual A (3.75%), iShares Core S&P Mid-Cap ETF (3.07%), Vanguard MStar Total Stk Mkt Idx Invest (2.70%), Schwab US Dividend Equity ETF™ (2.40%).
What is Watsco's short interest?
4.2M shares of Watsco were sold short, 15.49% of the float; at the average daily volume it would take 8.53 days to cover.
Are insiders buying or selling Watsco?
Of the latest 6 reported insider transactions in Watsco (since May 9, 2024), 1 were purchases and 5 were sales.
How many shares of Watsco are outstanding?
Watsco has 35.6M shares outstanding, of which 33.5M are in the public float.