WSO Insider Trading

Insider Ownership Percentage: 12.86%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $0.00

Watsco Insider Trading History Chart

This chart shows the insider buying and selling history at Watsco by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Watsco Share Price & Price History

Current Price: $412.71
Price Change: Price Increase of +0.998 (0.24%)
As of 02/24/2026 04:59 PM ET

This chart shows the closing price history over time for WSO up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Watsco Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
12/18/2024Barry S. LoganEVPSell10,998$508.21$5,589,293.58View SEC Filing Icon  
5/10/2024Barry S LoganEVPSell774$473.85$366,759.901,770View SEC Filing Icon  
5/9/2024John Alexander MacdonaldDirectorSell5,334$466.41$2,487,830.94View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Watsco (NYSE:WSO)

89.71% of Watsco stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at WSO by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Watsco Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/24/2026River Road Asset Management LLC16,907$5.70M0.1%+91.5%0.042%Search for SEC Filing on Google Icon
2/24/2026Pacer Advisors Inc.4,184$1.41M0.0%-10.5%0.010%Search for SEC Filing on Google Icon
2/23/2026Virtu Financial LLC4,264$1.44M0.1%N/A0.011%Search for SEC Filing on Google Icon
2/19/2026Compound Planning Inc.1,486$0.50M0.0%-14.2%0.004%Search for SEC Filing on Google Icon
2/19/2026Invesco Ltd.78,336$26.40M0.0%+6.6%0.193%Search for SEC Filing on Google Icon
2/19/2026Corient Private Wealth LLC472,182$159.10M0.1%+202.6%1.164%Search for SEC Filing on Google Icon
2/19/2026Alberta Investment Management Corp3,700$1.25M0.0%-47.1%0.009%Search for SEC Filing on Google Icon
2/18/2026Mercer Global Advisors Inc. ADV3,182$1.07M0.0%-4.0%0.008%Search for SEC Filing on Google Icon
2/18/2026Raymond James Financial Inc.393,870$132.72M0.0%-4.0%0.971%Search for SEC Filing on Google Icon
2/18/2026Vident Advisory LLC1,849$0.62M0.0%-12.9%0.005%Search for SEC Filing on Google Icon
2/18/2026Beacon Pointe Advisors LLC1,642$0.55M0.0%-35.1%0.004%Search for SEC Filing on Google Icon
2/18/2026First Citizens Bank & Trust Co.2,576$0.87M0.0%-1.1%0.006%Search for SEC Filing on Google Icon
2/18/2026Delta Global Management LP7,177$2.42M0.1%+12.0%0.018%Search for SEC Filing on Google Icon
2/18/2026State of Tennessee Department of Treasury11,734$3.95M0.0%-9.3%0.029%Search for SEC Filing on Google Icon
2/18/2026NewEdge Advisors LLC929$0.31M0.0%-41.2%0.002%Search for SEC Filing on Google Icon
2/18/2026Empowered Funds LLC1,867$0.63M0.0%+86.3%0.005%Search for SEC Filing on Google Icon
2/18/2026XTX Topco Ltd10,091$3.40M0.1%-13.9%0.025%Search for SEC Filing on Google Icon
2/18/2026Kensington Investment Counsel LLC15,971$5.38M2.2%-16.8%0.039%Search for SEC Filing on Google Icon
2/18/2026Voloridge Investment Management LLC120,497$40.60M0.1%+89.5%0.297%Search for SEC Filing on Google Icon
2/18/2026Wellington Management Group LLP149,006$50.21M0.0%-20.3%0.367%Search for SEC Filing on Google Icon
2/18/2026SummitTX Capital L.P.9,756$3.29M0.1%-9.8%0.024%Search for SEC Filing on Google Icon
2/18/2026Toronto Dominion Bank5,600$1.89M0.0%-1.5%0.014%Search for SEC Filing on Google Icon
2/18/2026Tudor Investment Corp ET AL61,054$20.57M0.0%+655.6%0.151%Search for SEC Filing on Google Icon
2/18/2026Somerville Kurt F700$0.24M0.0%-22.2%0.002%Search for SEC Filing on Google Icon
2/18/2026Prospect Capital Advisors LLC7,810$2.63M1.4%-40.0%0.019%Search for SEC Filing on Google Icon
2/18/2026Numerai GP LLC18,008$6.07M0.7%+629.4%0.044%Search for SEC Filing on Google Icon
2/18/2026Occudo Quantitative Strategies LP6,669$2.25M0.2%+87.3%0.016%Search for SEC Filing on Google Icon
2/18/2026Millennium Management LLC28,355$9.55M0.0%-45.9%0.070%Search for SEC Filing on Google Icon
2/18/2026Man Group plc6,047$2.04M0.0%-43.5%0.015%Search for SEC Filing on Google Icon
2/18/2026Inspire Investing LLC4,907$1.65M0.1%+6.4%0.012%Search for SEC Filing on Google Icon
2/18/2026Investment Management Corp of Ontario2,985$1.01M0.0%+75.3%0.007%Search for SEC Filing on Google Icon
2/18/2026Janus Henderson Group PLC2,223$0.75M0.0%+56.2%0.005%Search for SEC Filing on Google Icon
2/18/2026Gotham Asset Management LLC26,862$9.05M0.0%+118.7%0.066%Search for SEC Filing on Google Icon
2/18/2026Bamco Inc. NY103$35K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/18/2026Boothbay Fund Management LLC1,426$0.48M0.0%+85.9%0.004%Search for SEC Filing on Google Icon
2/17/2026Guggenheim Capital LLC10,688$3.60M0.0%+5.9%0.026%Search for SEC Filing on Google Icon
2/17/2026Schonfeld Strategic Advisors LLC3,696$1.25M0.0%-75.2%0.009%Search for SEC Filing on Google Icon
2/17/2026AQR Capital Management LLC14,951$5.04M0.0%+65.7%0.037%Search for SEC Filing on Google Icon
2/17/2026Cetera Investment Advisers10,546$3.55M0.0%-7.9%0.026%Search for SEC Filing on Google Icon
2/17/2026DF Dent & Co. Inc.21,600$7.28M0.1%-5.5%0.053%Search for SEC Filing on Google Icon
2/17/2026CHICAGO TRUST Co NA3,196$1.08M0.2%-1.2%0.008%Search for SEC Filing on Google Icon
2/17/2026Hilltop Holdings Inc.1,859$0.63M0.0%+22.5%0.005%Search for SEC Filing on Google Icon
2/17/2026Trexquant Investment LP12,236$4.12M0.0%N/A0.030%Search for SEC Filing on Google Icon
2/17/2026Amundi55,352$18.65M0.0%+52.0%0.136%Search for SEC Filing on Google Icon
2/17/2026Jump Financial LLC596$0.20M0.0%-89.0%0.001%Search for SEC Filing on Google Icon
2/17/2026Price T Rowe Associates Inc. MD33,791$11.39M0.0%+5.9%0.083%Search for SEC Filing on Google Icon
2/17/2026Weiss Asset Management LP5,519$1.86M0.0%N/A0.014%Search for SEC Filing on Google Icon
2/17/2026Quantitative Investment Management LLC1,543$0.52M0.1%N/A0.004%Search for SEC Filing on Google Icon
2/17/2026Osaic Holdings Inc.6,522$2.20M0.0%-31.1%0.016%Search for SEC Filing on Google Icon
2/17/2026Covington Investment Advisors Inc.34,855$11.74M1.6%+2.5%0.086%Search for SEC Filing on Google Icon
2/17/2026Public Employees Retirement System of Ohio11,301$3.81M0.0%-10.9%0.028%Search for SEC Filing on Google Icon
2/17/2026California State Teachers Retirement System56,240$18.95M0.0%+1.9%0.139%Search for SEC Filing on Google Icon
2/17/2026Russell Investments Group Ltd.55,827$18.81M0.0%+23.7%0.138%Search for SEC Filing on Google Icon
2/17/2026State of Wisconsin Investment Board23,155$7.80M0.0%+2.0%0.057%Search for SEC Filing on Google Icon
2/17/2026Captrust Financial Advisors396,514$133.61M0.3%+1.5%0.978%Search for SEC Filing on Google Icon
2/17/2026&PARTNERS11,709$3.95M0.0%-8.9%0.029%Search for SEC Filing on Google Icon
2/17/2026Siemens Fonds Invest GmbH479$0.16M0.0%-47.7%0.001%Search for SEC Filing on Google Icon
2/17/2026Blair William & Co. IL675,440$227.59M0.6%-15.6%1.665%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada137,656$46.38M0.0%-39.8%0.339%Search for SEC Filing on Google Icon
2/17/2026Graham Capital Management L.P.3,969$1.34M0.0%+529.0%0.010%Search for SEC Filing on Google Icon
2/17/2026Delta Global Management LP7,177$2.42M0.1%+12.0%0.018%Search for SEC Filing on Google Icon
2/17/2026Rakuten Investment Management Inc.1,479$0.52M0.0%-85.1%0.004%Search for SEC Filing on Google Icon
2/17/2026Cynosure Group LLC2,632$0.89M0.0%+223.3%0.006%Search for SEC Filing on Google Icon
2/17/202671 West Capital Partners1,030$0.35M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/17/2026Alberta Investment Management Corp3,700$1.25M0.0%-47.1%0.009%Search for SEC Filing on Google Icon
2/16/2026Squarepoint Ops LLC4,497$1.52M0.0%-6.1%0.011%Search for SEC Filing on Google Icon
2/16/2026Whetstone Capital Advisors LLC656$0.22M0.1%+10.8%0.002%Search for SEC Filing on Google Icon
2/16/2026Vanguard Personalized Indexing Management LLC4,181$1.41M0.0%+9.4%0.010%Search for SEC Filing on Google Icon
2/16/2026Venture Visionary Partners LLC1,268$0.43M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/16/2026Verition Fund Management LLC6,493$2.19M0.0%+7.3%0.016%Search for SEC Filing on Google Icon
2/16/2026Public Employees Retirement Association of Colorado3,605$1.22M0.0%-86.6%0.009%Search for SEC Filing on Google Icon
2/16/2026Resources Management Corp CT ADV125$42K0.0%+150.0%0.000%Search for SEC Filing on Google Icon
2/16/2026MML Investors Services LLC2,451$0.83M0.0%-17.9%0.006%Search for SEC Filing on Google Icon
2/16/2026Nicolet Advisory Services LLC951$0.32M0.0%-37.4%0.002%Search for SEC Filing on Google Icon
2/16/2026Focus Partners Wealth8,479$2.86M0.0%-1.9%0.021%Search for SEC Filing on Google Icon
2/16/2026Fieldview Capital Management LLC838$0.28M0.0%N/A0.002%Search for SEC Filing on Google Icon
2/16/2026Landscape Capital Management L.L.C.4,556$1.54M0.1%N/A0.011%Search for SEC Filing on Google Icon
2/16/2026Entropy Technologies LP10,552$3.56M0.2%+70.3%0.026%Search for SEC Filing on Google Icon
2/16/2026Epoch Investment Partners Inc.135,131$45.53M0.3%+328.4%0.333%Search for SEC Filing on Google Icon
2/16/2026Arax Advisory Partners502$0.17M0.0%-42.6%0.001%Search for SEC Filing on Google Icon
2/16/2026Barclays PLC52,285$17.62M0.0%-6.1%0.129%Search for SEC Filing on Google Icon
2/16/2026Brown Advisory Inc.2,482$0.84M0.0%-13.6%0.006%Search for SEC Filing on Google Icon
2/16/2026Aigen Investment Management LP733$0.25M0.1%-65.7%0.002%Search for SEC Filing on Google Icon
2/16/2026Alamea Verwaltungs GmbH1,527$0.52M0.3%+20.2%0.004%Search for SEC Filing on Google Icon
2/13/2026Arete Wealth Advisors LLC788$0.27M0.0%+18.0%0.002%Search for SEC Filing on Google Icon
2/13/2026FORA Capital LLC1,584$0.53M0.1%-58.9%0.004%Search for SEC Filing on Google Icon
2/13/2026Kestra Advisory Services LLC1,118$0.38M0.0%-28.8%0.003%Search for SEC Filing on Google Icon
2/13/2026The Manufacturers Life Insurance Company 19,049$6.42M0.0%-5.1%0.047%Search for SEC Filing on Google Icon
2/13/2026CANADA LIFE ASSURANCE Co50,912$17.19M0.0%-63.0%0.126%Search for SEC Filing on Google Icon
2/13/2026Williams Jones Wealth Management LLC.44,911$15.13M0.2%-66.2%0.111%Search for SEC Filing on Google Icon
2/13/2026Stifel Financial Corp103,504$34.88M0.0%-8.3%0.255%Search for SEC Filing on Google Icon
2/13/2026Quarry LP111$37K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/13/2026Neuberger Berman Group LLC382,845$129M0.1%-20.6%0.944%Search for SEC Filing on Google Icon
2/13/2026Commerce Bank1,962$0.66M0.0%+12.5%0.005%Search for SEC Filing on Google Icon
2/13/2026Smartleaf Asset Management LLC421$0.15M0.0%-11.2%0.001%Search for SEC Filing on Google Icon
2/13/2026Bank of Nova Scotia3,699$1.25M0.0%+97.8%0.009%Search for SEC Filing on Google Icon
2/13/2026Schroder Investment Management Group1,056$0.36M0.0%-42.1%0.003%Search for SEC Filing on Google Icon
2/13/2026Jacobs Levy Equity Management Inc.152,445$51.37M0.2%+31.0%0.376%Search for SEC Filing on Google Icon
2/13/2026Arkadios Wealth Advisors905$0.31M0.0%-4.5%0.002%Search for SEC Filing on Google Icon
2/13/2026First Trust Advisors LP12,004$4.05M0.0%-88.5%0.030%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Watsco logo
Watsco, Inc., together with its subsidiaries, engages in the distribution of air conditioning, heating, refrigeration equipment, and related parts and supplies in the United States and internationally. The company distributes equipment, including residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment. It also offers parts comprising replacement compressors, evaporator coils, motors, and other component parts; and supplies, such as thermostats, insulation materials, refrigerants, ductworks, grills, registers, sheet metals, tools, copper tubing, concrete pads, tapes, adhesives, and other ancillary supplies, as well as plumbing and bathroom remodeling supplies. The company serves contractors and dealers that service the replacement and new construction markets for residential and light commercial central air conditioning, heating, and refrigeration systems. Watsco, Inc. was incorporated in 1956 and is headquartered in Miami, Florida.
Read More on Watsco

Today's Range

Now: $412.71
Low: $409.34
High: $419.54

50 Day Range

MA: $380.86
Low: $337.11
High: $427.47

52 Week Range

Now: $412.71
Low: $323.05
High: $533.07

Volume

292,526 shs

Average Volume

456,996 shs

Market Capitalization

$16.74 billion

P/E Ratio

34.08

Dividend Yield

2.91%

Beta

1.04

Who are the company insiders with the largest holdings of Watsco?

Watsco's top insider shareholders include:
  1. Barry S Logan (EVP)
  2. Barry S Logan (EVP)
  3. John Alexander Macdonald (Director)
Learn More about top insider investors at Watsco.

Who are the major institutional investors of Watsco?

Watsco's top institutional shareholders include:
  1. Capital International Investors — 11.45%
  2. Vanguard Group Inc. — 8.69%
  3. Charles Schwab Investment Management Inc. — 3.85%
  4. State Street Corp — 3.06%
  5. Baillie Gifford & Co. — 2.26%
  6. Blair William & Co. IL — 1.67%
Learn More about top institutional investors of Watsco stock.

Which institutional investors are selling Watsco stock?

Within the last quarter, WSO stock was sold by these institutional investors:
  1. Capital World Investors
  2. Blair William & Co. IL
  3. JPMorgan Chase & Co.
  4. Neuberger Berman Group LLC
  5. First Trust Advisors LP
  6. Royal Bank of Canada
  7. Williams Jones Wealth Management LLC.
  8. CANADA LIFE ASSURANCE Co

Which institutional investors are buying Watsco stock?

During the previous quarter, WSO stock was purchased by institutional investors including:
  1. Capital International Investors
  2. M&T Bank Corp
  3. Norges Bank
  4. Corient Private Wealth LLC
  5. Renaissance Technologies LLC
  6. DAVENPORT & Co LLC
  7. Employees Retirement System of Texas
  8. Epoch Investment Partners Inc.