Watsco, Inc. (WSO) Shareholders & Insider Trades
Watsco shareholders at a glance
The largest holder of Watsco stock is BlackRock Advisors LLC, with 3.9 million shares (10.84% of the company), worth about $1.20 billion as of September 25, 2026. The 10 largest holders together own 54.4%.
In Q2 2026, 12 institutional holdings reports listed 25,700 shares worth $9.45 million, down 7.6% in shares from Q1 2026.
Insiders reported 8 transactions in the last two years: 3 sales worth $7.62 million and no purchases. The newest one on file is from December 12, 2025 (Lopez-Blazquez Ana, Director).
Major holders as of September 25, 2026; quarterly totals from institutional holdings reports (latest Q2 2026); insider transactions on file through December 12, 2025.
Watsco, Inc.
Shareholders Summary
2026Q2
Ownership by Type
Geographic Distribution
Largest Watsco shareholders
| Holder | Shares | % of company | Value |
|---|---|---|---|
| BlackRock Advisors LLC | 3.9 million | 10.84% | $1.2B |
| Capital Research & Management Co. (International Investors) | 3.5 million | 9.79% | $1.1B |
| Capital Research & Management Co. (Global Investors) | 1.9 million | 5.34% | $589.0M |
| Vanguard Portfolio Management LLC | 1.8 million | 4.97% | $549.0M |
| Fidelity Management & Research Co. LLC | 1.7 million | 4.79% | $528.0M |
| Vanguard Capital Management LLC | 1.6 million | 4.44% | $489.0M |
| Charles Schwab Investment Management, Inc. | 1.5 million | 4.10% | $452.0M |
| State Street Corporation | 1.3 million | 3.72% | $410.0M |
| Kayne Anderson Rudnick Investment Management LLC | 1.1 million | 3.19% | $351.0M |
| Baillie Gifford & Co. | 1.1 million | 3.17% | $350.0M |
As of September 25, 2026.
Watsco institutional holdings by quarter
| Quarter | Reports | Shares | Value |
|---|---|---|---|
| Q2 2026 | 12 | 25,700 | $9.5M |
| Q1 2026 | 12 | 27,800 | $10.2M |
| Q4 2025 | 9 | 23,900 | $8.1M |
| Q3 2025 | 12 | 26,500 | $10.7M |
| Q2 2025 | 13 | 25,400 | $11.1M |
| Q1 2025 | 11 | 23,800 | $12.1M |
| Q4 2024 | 14 | 25,100 | $13.1M |
| Q3 2024 | 11 | 24,000 | $11.8M |
Shares and value held by institutions that file quarterly holdings reports (options not included).
Watsco insider trades
| Insider | Date | Title | Transaction | Value |
|---|---|---|---|---|
| Lopez-Blazquez Ana | Dec 12, 2025 | Director | Conversion of Exercise of derivative security at price 250.84 per share. | $250,840 |
| Dickins Veitch Denise E | Dec 5, 2025 | Director | Stock Gift at price 0.00 per share. | – |
| Custer John Michael | Jun 10, 2025 | Director | Sale at price 448.27 per share. | $986,194 |
| Dickins Veitch Denise E | May 15, 2025 | Director | Stock Gift at price 0.00 per share. | – |
| Dickins Veitch Denise E | May 12, 2025 | Director | Conversion of Exercise of derivative security at price 175.07 per share. | $787,815 |
| Alvarez Cesar Licinio | Mar 5, 2025 | Director | Sale at price 498.92 - 500.00 per share. | $1.0M |
| Alvarez Cesar Licinio | Mar 5, 2025 | Director | Conversion of Exercise of derivative security at price 175.07 per share. | $437,675 |
| Logan Barry S | Dec 18, 2024 | Officer and Director | Sale at price 508.21 per share. | $5.6M |
Newest 8 of 8 insider transactions in the last two years.
Questions and answers
Who owns the most Watsco stock?
BlackRock Advisors LLC, with 10.84% of the company (as of September 25, 2026). Next: Capital Research & Management Co. (International Investors) (9.79%) and Capital Research & Management Co. (Global Investors) (5.34%).
How many institutions own Watsco stock?
12 institutional holdings reports listed Watsco shares in Q2 2026, 25,700 shares in all worth $9.45 million.
Are Watsco insiders buying or selling the stock?
In the last two years insiders reported 3 sales and no purchases (8 transactions in all); the newest on file is from December 12, 2025.
