Watsco, Inc. (WSO) Institutional Ownership & Insider Trading
784 institutions reported holding Watsco, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings.
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
WSOWatsco, Inc.Follow WSO — free
—
Price chart with a free account
- Market cap
- 13.3B
- P/E TTM
- 27.8
- Dividend yield
- 3.8%
- 52-week
- —
- Next earnings
- 27 Oct, in 3 days
Institutions · all 13F filers
quarter to 30 Jun 2026 · filers in both quarters784 institutions held 92.0% of the shares. Across filers that reported both quarters, shares held changed -1.3%.
Largest moves, shares (millions)
Institutional flow by quarter
net shares added or trimmed, millions · filers in both quarters| Quarter | Holders | Shares held, M | Change | Increased | New | Decreased | Closed |
|---|---|---|---|---|---|---|---|
| Jun 26 | 784 | 38 | -1.3% | 216 | 68 | 261 | 55 |
| Mar 26 | 766 | 38 | +4.0% | 252 | 74 | 223 | 62 |
| Dec 25 | 755 | 37 | +1.6% | 202 | 63 | 291 | 90 |
| Sep 25 | 766 | 36 | +4.9% | 223 | 50 | 251 | 75 |
| Jun 25 | 795 | 35 | -1.4% | 229 | 52 | 261 | 85 |
| Mar 25 | 827 | 35 | +1.4% | 273 | 59 | 234 | 47 |
| Dec 24 | 802 | 35 | -1.7% | 219 | 51 | 254 | 52 |
| Sep 24 | 770 | 35 | -3.7% | 250 | 61 | 243 | 52 |
Watsco, Inc. — questions
- Who owns Watsco, Inc. stock?
- 784 institutions reported Watsco, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (10.2%), Capital International Investors (8.4%), Capital Research Global Investors (4.6%).
Every figure on this page comes from Watsco, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.