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Watsco-B

US · WSO.B #1257 by market cap Listed 1970
310.90 0.00 0.00%
Live - 5344 symbols - heartbeat 138s ago · 2026-10-07 20:02
After-hours 310.90 0.00%
Market cap
12.83B
P/B
4.28
EPS
12.25
Reader sentiment Are you bullish or bearish on WSO.B?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Accumulating
  • The number of reporting institutions decreased by 3 in the most recent period (2026/Q3).
  • Total institutional ownership rose 0.2 percentage points.

Institutional ownership

Held by institutions
100.25% +0.19pp
Institutions
898 -3
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Aligned

Institutions added shares last reporting period, and the stock has seen net inflows in main-fund flow over the last 20 trading sessions - the two line up.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund83.30%
Individual/Insider13.09%
Public Company6.36%
Private Company3.24%
Hedge Fund2.57%
Insurance Company1.64%
Government Pension Fund1.19%
Sovereign Wealth Fund0.94%
Family Office/Trust0.78%

Top holders as of 2026-06-30

Capital Research 15.01% · 5.79M sh
Albert Nahmad 11.11% · 4.29M sh
BlackRock 10.87% · 4.19M sh
Vanguard Capital Management, LLC 4.67% · 1.80M sh
Vanguard Portfolio Management, LLC 4.59% · 1.77M sh
Charles Schwab Investment Management 3.78% · 1.46M sh
State Street Global Advisors 3.43% · 1.32M sh
Kayne Anderson Rudnick Investment Management, LLC 2.94% · 1.13M sh
Baillie Gifford 2.93% · 1.13M sh
FMR 2.89% · 1.12M sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

46 filings tracked · 27 buys · 17 sells

NameRoleStake
Albert Nahmad Chairperson & CEO 11.11%
Aaron Nahmad President 1.01%
Barry Logan Executive VP of Planning & Strategy and Secretary 0.38%
Ana Menendez Chief Financial Officer 0.30%
Valerie Schimel Director 0.22%
Denise Dickins Independent Director 0.06%
J. Custer Lead Independent Director 0.01%
Gary Tapella Officer 0.00%
Cesar Alvarez Independent Co-Vice Chairman of the Board 0.00%
Ana Lopez-Blazquez Independent Director 0.00%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-03-10 Albert Nahmad Chairperson & CEO Other Acquisition +25 $336.95
2026-03-10 Barry Logan Executive VP of Planning & Strategy and Secretary Other Acquisition +19 $336.95
2026-03-10 Ana Menendez Chief Financial Officer Other Acquisition +25 $336.95
2026-03-10 Aaron Nahmad President Other Acquisition +25 $336.95
2026-01-06 Aaron Nahmad President Other Acquisition +13,955 $338.85
2025-12-11 Ana Lopez-Blazquez Independent Director Derivative Exercise and Sale -707 $250.84–354.61
2025-12-11 Ana Lopez-Blazquez Independent Director Derivative Exercise and Retained +293 $250.84
2025-12-04 Denise Dickins Independent Director Other Disposition -269 --
2025-07-23 Gary Tapella Officer Other Derivative Acquisition +1,000 $484.69
2025-06-09 J. Custer Lead Independent Director Open Market Disposition -2,200 $448.27
2025-05-14 Denise Dickins Independent Director Other Disposition -191 --
2025-05-11 Denise Dickins Independent Director Derivative Exercise and Sale -1,624 $175.07–484.84
2025-05-11 Denise Dickins Independent Director Derivative Exercise and Retained +2,876 $175.07
2025-03-12 Albert Nahmad Chairperson & CEO Other Acquisition +18 $473.89
2025-03-12 Barry Logan Executive VP of Planning & Strategy and Secretary Other Acquisition +13 $473.89
2025-03-12 Ana Menendez Chief Financial Officer Other Acquisition +18 $473.89
2025-03-12 Aaron Nahmad President Other Acquisition +18 $473.89
2025-03-04 Cesar Alvarez Independent Co-Vice Chairman of the Board Derivative Exercise and Sale -2,100 $175.07–500.00
2025-03-04 Cesar Alvarez Independent Co-Vice Chairman of the Board Other Derivative Acquisition +1,500 $501.67
2025-03-04 Cesar Alvarez Independent Co-Vice Chairman of the Board Derivative Exercise and Retained +400 $175.07

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-07 20:02:30 · For reference only, not investment advice and not tailored to your situation.