WATSCO INC

WSONYSE

$292.15-5.32 (-1.79%)as of Oct 5, 2026

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

WATSCO INC price and activity chart data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-28.7%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
BlackRock, Inc.	Not reported	$1.75B	0.03%	Not reported
Capital International Investors	Not reported	$1.45B	0.30%	Add 0.24%
Capital Research Global Investors	Not reported	$793M	0.11%	Not reported
Vanguard Portfolio Management LLC	Not reported	$738M	0.03%	Not reported
FMR LLC	Not reported	$711M	0.03%	Not reported
Vanguard Capital Management LLC	Not reported	$658M	0.01%	Not reported
Charles Schwab Investment Management Inc	Not reported	$608M	0.08%	Not reported
State Street Corp	Not reported	$551M	0.02%	Not reported
Kayne Anderson Rudnick Investment Management LLC	Not reported	$473M	1.47%	Reduce 14.66%
Baillie Gifford & Co	Not reported	$471M	0.43%	Reduce 0.68%
Morgan Stanley	Not reported	$376M	0.02%	Not reported
Geode Capital Management, LLC	Not reported	$274M	0.01%	Not reported
Markel Group Inc.	Not reported	$249M	1.90%	Add 2.68%
Blair William & Co	Not reported	$235M	0.61%	Reduce 3.21%
DAVENPORT & Co LLC	Not reported	$220M	1.08%	Reduce 2.73%
Wells Fargo & Company	Not reported	$166M	0.03%	Not reported
Raymond James Financial Inc	Not reported	$161M	0.04%	Not reported
UBS Group AG	Not reported	$150M	0.02%	Not reported
Norges Bank	Not reported	$142M	0.01%	Not reported
Capital World Investors	Not reported	$141M	0.02%	Not reported
Goldman Sachs Group Inc	Not reported	$139M	0.01%	Not reported
Northern Trust Corp	Not reported	$139M	0.02%	Not reported
Hamlin Capital Management, LLC	Not reported	$127M	2.85%	Reduce 9.79%
Captrust Financial Advisors	Not reported	$125M	0.19%	Not reported
Bank of America Corp	Not reported	$119M	0.01%	Not reported
Bahl & Gaynor LLC	Not reported	$112M	0.51%	Add 2.19%
Envestnet Asset Management Inc	Not reported	$109M	0.03%	Not reported
Principal Financial Group Inc	Not reported	$103M	0.05%	Not reported
Dimensional Fund Advisors LP	Not reported	$98M	0.02%	Not reported
Bank of New York Mellon Corp	Not reported	$97.9M	0.02%	Not reported
Caledonia Investments PLC	Not reported	$97.1M	10.99%	Not reported
Vanguard Fiduciary Trust Co	Not reported	$92.4M	0.02%	Not reported
Welch & Forbes LLC	Not reported	$87.2M	1.06%	Reduce 0.25%
JPMorgan Chase & Co	Not reported	$85M	0.00%	Not reported
Brown Brothers Harriman & Co	Not reported	$84.7M	0.37%	Not reported
Findlay Park Partners LLP	Not reported	$78.7M	1.06%	New Not reported
Dearborn Partners LLC	Not reported	$67.3M	1.86%	Add 93.03%
Donaldson Capital Management, LLC	Not reported	$69.3M	1.98%	Add 2.20%
Ameriprise Financial Inc	Not reported	$67M	0.01%	Not reported
Brown Advisory Inc	Not reported	$63.2M	0.10%	Not reported
Renaissance Technologies LLC	Not reported	$63M	0.09%	Not reported
Royal Bank of Canada	Not reported	$61.8M	0.01%	Not reported
Corient Private Wealth LP	Not reported	$60.4M	0.08%	Not reported
Citigroup Inc	Not reported	$58.1M	0.02%	Not reported
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Not reported	$56.3M	0.01%	Not reported
Wellington Management Group LLP	Not reported	$55M	0.01%	Reduce 5.79%
Epoch Investment Partners, Inc.	Not reported	$55M	0.31%	Reduce 1.17%
Neuberger Berman Group LLC	Not reported	$54.3M	0.04%	Not reported
Benjamin Edwards Inc	Not reported	$53.5M	0.49%	Reduce 9.48%
Jacobs Levy Equity Management, Inc	Not reported	$51.6M	0.19%	Not reported

50 of 740 holders

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