Watsco
WSO
282.65
-8.18
-2.81%
Watsco
US · WSO
#1278 by market cap
Listed 1970
282.65
-8.18
-2.81%
Live - 5344 symbols - heartbeat 368s ago
· 2026-10-08 06:54
Pre-market
280.00
-0.94%
After-hours
282.65
0.00%
- Market cap
- 11.66B
- P/E (TTM)i
- 24.22
- P/Bi
- 3.89
- EPSi
- 12.25
- Div yieldi
- 4.35%
- 52W posi
- 1%
Reader sentiment
Are you bullish or bearish on WSO?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Distributing
- The number of reporting institutions decreased by 5 in the most recent period (2026/Q3).
- Total institutional ownership fell 0.6 percentage points.
Institutional ownership
- Held by institutions
- 99.60% -0.65pp
- Institutions
- 905 -5
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions trimmed shares last reporting period, and the stock has seen net inflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
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 Fund82.48%
Individual/Insider13.09%
Public Company6.36%
Private Company3.42%
Hedge Fund2.57%
Insurance Company1.64%
Government Pension Fund1.19%
Sovereign Wealth Fund0.94%
Family Office/Trust0.79%
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
| Name | Role | Stake |
|---|---|---|
| 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
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 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 2026-10-08 06:54:44 · For reference only, not investment advice and not tailored to your situation.