WSO Insider Trading

Insider Ownership Percentage: 12.79%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $5,589,293.58

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: $347.55
Price Change: Price Decrease of -8.31 (-2.34%)
As of 12/4/2025 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
12/2/2025Allworth Financial LP379$0.15M0.0%+27.2%0.001%Search for SEC Filing on Google Icon
12/2/2025Swiss Life Asset Management Ltd5,917$2.39M0.0%-8.2%0.015%Search for SEC Filing on Google Icon
11/26/2025Strategic Advocates LLC183$74K0.0%N/A0.000%Search for SEC Filing on Google Icon
11/24/2025CIBC Private Wealth Group LLC11,809$4.77M0.0%+5.4%0.029%Search for SEC Filing on Google Icon
11/21/2025CIBC Bancorp USA Inc.1,251$0.51M0.0%N/A0.003%Search for SEC Filing on Google Icon
11/20/2025Kensington Investment Counsel LLC19,200$7.76M3.2%-1.5%0.047%Search for SEC Filing on Google Icon
11/20/2025Centaurus Financial Inc.8,996$3.64M0.2%+26.8%0.022%Search for SEC Filing on Google Icon
11/19/2025Campbell Capital Management Inc.3,850$1.56M0.6%N/A0.009%Search for SEC Filing on Google Icon
11/19/2025Captrust Financial Advisors390,480$157.87M0.3%+0.4%0.963%Search for SEC Filing on Google Icon
11/19/2025Coldstream Capital Management Inc.5,632$2.28M0.0%+7.0%0.014%Search for SEC Filing on Google Icon
11/19/2025Danske Bank A S14,857$6.01M0.0%N/A0.037%Search for SEC Filing on Google Icon
11/18/2025Advisory Services Network LLC542$0.22M0.0%-11.4%0.001%Search for SEC Filing on Google Icon
11/18/2025Livforsakringsbolaget Skandia Omsesidigt256$0.10M0.0%-28.1%0.001%Search for SEC Filing on Google Icon
11/17/2025Jacobs Levy Equity Management Inc.116,342$47.04M0.2%-8.2%0.287%Search for SEC Filing on Google Icon
11/17/2025Kestra Private Wealth Services LLC1,217$0.49M0.0%-21.2%0.003%Search for SEC Filing on Google Icon
11/17/2025NewEdge Advisors LLC1,581$0.64M0.0%-48.7%0.004%Search for SEC Filing on Google Icon
11/17/2025CANADA LIFE ASSURANCE Co137,442$54.99M0.1%+85.2%0.339%Search for SEC Filing on Google Icon
11/17/2025Williams Jones Wealth Management LLC.132,704$53.65M0.6%-11.2%0.327%Search for SEC Filing on Google Icon
11/17/2025XTX Topco Ltd11,715$4.74M0.2%+145.3%0.029%Search for SEC Filing on Google Icon
11/17/2025Alyeska Investment Group L.P.66,395$26.84M0.1%N/A0.164%Search for SEC Filing on Google Icon
11/17/2025United Capital Financial Advisors LLC15,464$6.25M0.0%+1.2%0.038%Search for SEC Filing on Google Icon
11/17/2025Voloridge Investment Management LLC63,599$25.71M0.1%+167.5%0.157%Search for SEC Filing on Google Icon
11/17/2025Verition Fund Management LLC6,050$2.45M0.0%-41.3%0.015%Search for SEC Filing on Google Icon
11/17/2025State Street Corp1,238,121$500.57M0.0%+1.4%3.054%Search for SEC Filing on Google Icon
11/17/2025Saturna Capital Corp537$0.22M0.0%-82.4%0.001%Search for SEC Filing on Google Icon
11/17/2025Prosperity Consulting Group LLC9,555$3.86M0.2%-5.9%0.024%Search for SEC Filing on Google Icon
11/17/2025Public Employees Retirement System of Ohio12,684$5.13M0.0%-5.9%0.031%Search for SEC Filing on Google Icon
11/17/2025Northwestern Mutual Wealth Management Co.895$0.36M0.0%+13.4%0.002%Search for SEC Filing on Google Icon
11/17/2025Northern Trust Corp328,796$132.93M0.0%+1.2%0.811%Search for SEC Filing on Google Icon
11/17/2025Numerai GP LLC2,469$1M0.1%N/A0.006%Search for SEC Filing on Google Icon
11/17/2025Lombard Odier Asset Management USA Corp1,317$0.53M0.0%-84.5%0.003%Search for SEC Filing on Google Icon
11/17/2025Mercer Global Advisors Inc. ADV3,316$1.34M0.0%+48.4%0.008%Search for SEC Filing on Google Icon
11/17/2025Millennium Management LLC52,438$21.20M0.0%-26.5%0.129%Search for SEC Filing on Google Icon
11/17/2025Moneta Group Investment Advisors LLC1,209$0.49M0.0%-19.8%0.003%Search for SEC Filing on Google Icon
11/17/2025Larson Financial Group LLC190$77K0.0%-18.1%0.000%Search for SEC Filing on Google Icon
11/17/2025Lido Advisors LLC852$0.35M0.0%-24.5%0.002%Search for SEC Filing on Google Icon
11/17/2025Jain Global LLC17,230$6.97M0.0%+806.4%0.042%Search for SEC Filing on Google Icon
11/17/2025Hamlin Capital Management LLC405,480$163.94M3.7%+13.3%1.000%Search for SEC Filing on Google Icon
11/17/2025Hilltop Holdings Inc.1,518$0.61M0.0%+27.7%0.004%Search for SEC Filing on Google Icon
11/17/2025Holocene Advisors LP99,389$40.18M0.1%+76.0%0.245%Search for SEC Filing on Google Icon
11/17/2025Gotham Asset Management LLC12,281$4.97M0.0%-28.6%0.030%Search for SEC Filing on Google Icon
11/17/2025Focus Partners Wealth8,643$3.50M0.0%-1.5%0.021%Search for SEC Filing on Google Icon
11/17/2025Delta Global Management LP6,408$2.59M0.2%N/A0.016%Search for SEC Filing on Google Icon
11/17/2025Elevation Point Wealth Partners LLC630$0.26M0.0%+1,436.6%0.002%Search for SEC Filing on Google Icon
11/17/2025California Public Employees Retirement System47,974$19.40M0.0%+8.6%0.118%Search for SEC Filing on Google Icon
11/17/2025Bank of Nova Scotia1,870$0.76M0.0%+44.2%0.005%Search for SEC Filing on Google Icon
11/17/2025Boothbay Fund Management LLC767$0.31M0.0%N/A0.002%Search for SEC Filing on Google Icon
11/17/2025Aquatic Capital Management LLC7,592$3.07M0.1%N/A0.019%Search for SEC Filing on Google Icon
11/17/2025Alliancebernstein L.P.47,945$19.38M0.0%-0.8%0.118%Search for SEC Filing on Google Icon
11/17/2025Ameriprise Financial Inc.34,975$14.14M0.0%-10.3%0.086%Search for SEC Filing on Google Icon
11/14/2025Schonfeld Strategic Advisors LLC14,889$6.02M0.0%+18.0%0.037%Search for SEC Filing on Google Icon
11/14/2025Creative Planning6,441$2.60M0.0%+7.3%0.016%Search for SEC Filing on Google Icon
11/14/2025SummitTX Capital L.P.10,821$4.38M0.2%-2.0%0.027%Search for SEC Filing on Google Icon
11/14/2025Credit Agricole S A1,364$0.55M0.0%N/A0.003%Search for SEC Filing on Google Icon
11/14/2025Prospect Capital Advisors LLC13,010$5.26M2.7%+31.9%0.032%Search for SEC Filing on Google Icon
11/14/2025Amundi36,422$14.93M0.0%-24.3%0.090%Search for SEC Filing on Google Icon
11/14/2025Freestone Grove Partners LP2,493$1.01M0.0%-64.0%0.006%Search for SEC Filing on Google Icon
11/14/2025Man Group plc10,709$4.33M0.0%+217.3%0.026%Search for SEC Filing on Google Icon
11/14/2025Occudo Quantitative Strategies LP3,560$1.44M0.2%N/A0.009%Search for SEC Filing on Google Icon
11/14/2025Zurcher Kantonalbank Zurich Cantonalbank 14,322$5.79M0.0%+7.2%0.035%Search for SEC Filing on Google Icon
11/14/2025Fiduciary Trust Co13,111$5.30M0.1%+9.0%0.032%Search for SEC Filing on Google Icon
11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC129,044$52.17M0.0%-19.5%0.318%Search for SEC Filing on Google Icon
11/14/2025Two Sigma Investments LP173,078$69.98M0.1%+12,054.4%0.427%Search for SEC Filing on Google Icon
11/14/2025Ossiam841$0.34M0.0%+42.1%0.002%Search for SEC Filing on Google Icon
11/14/2025Squarepoint Ops LLC4,790$1.94M0.0%-94.3%0.012%Search for SEC Filing on Google Icon
11/14/2025Wellington Management Group LLP186,976$75.59M0.0%-12.7%0.461%Search for SEC Filing on Google Icon
11/14/2025Prudential PLC1,511$0.61M0.0%+216.8%0.004%Search for SEC Filing on Google Icon
11/14/2025Comerica Bank33,566$13.57M0.1%-1.9%0.083%Search for SEC Filing on Google Icon
11/14/2025Nicolet Advisory Services LLC1,520$0.60M0.0%-4.3%0.004%Search for SEC Filing on Google Icon
11/14/2025Patrick Mauro Investment Advisor INC.30,345$12.27M6.4%+12.4%0.075%Search for SEC Filing on Google Icon
11/14/2025Perbak Capital Partners LLP3,494$1.41M0.2%+107.2%0.009%Search for SEC Filing on Google Icon
11/14/2025Brown Brothers Harriman & Co.199,736$80.75M0.5%+29.3%0.493%Search for SEC Filing on Google Icon
11/14/2025FORA Capital LLC3,856$1.56M0.3%-21.1%0.010%Search for SEC Filing on Google Icon
11/13/2025Jump Financial LLC5,402$2.18M0.0%N/A0.013%Search for SEC Filing on Google Icon
11/13/2025Epoch Investment Partners Inc.31,542$12.75M0.1%N/A0.078%Search for SEC Filing on Google Icon
11/13/2025Pathstone Holdings LLC9,654$3.90M0.0%-2.1%0.024%Search for SEC Filing on Google Icon
11/13/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp5,014$2.03M0.0%-8.5%0.012%Search for SEC Filing on Google Icon
11/13/2025Vise Technologies Inc.747$0.30M0.0%+16.4%0.002%Search for SEC Filing on Google Icon
11/13/2025Entropy Technologies LP6,196$2.51M0.2%+158.7%0.015%Search for SEC Filing on Google Icon
11/13/2025Enhancing Capital LLC617$0.25M0.2%-24.0%0.002%Search for SEC Filing on Google Icon
11/13/2025Invesco Ltd.73,473$29.71M0.0%+6.1%0.181%Search for SEC Filing on Google Icon
11/13/2025Sei Investments Co.35,703$14.43M0.0%-29.2%0.088%Search for SEC Filing on Google Icon
11/13/2025BOKF NA6,703$2.71M0.0%+155.7%0.017%Search for SEC Filing on Google Icon
11/13/2025UBS Group AG113,898$46.05M0.0%+27.2%0.281%Search for SEC Filing on Google Icon
11/13/2025Geneva Capital Management LLC65,221$26.37M0.5%-12.2%0.161%Search for SEC Filing on Google Icon
11/13/2025BNP Paribas Financial Markets13,866$5.61M0.0%+4.1%0.034%Search for SEC Filing on Google Icon
11/13/2025Mackenzie Financial Corp35,188$14.23M0.0%+1,035.8%0.087%Search for SEC Filing on Google Icon
11/13/2025Franklin Resources Inc.31,814$12.86M0.0%+0.4%0.078%Search for SEC Filing on Google Icon
11/13/2025Quadrant Capital Group LLC638$0.26M0.0%-18.5%0.002%Search for SEC Filing on Google Icon
11/13/2025Van ECK Associates Corp6,139$2.48M0.0%+2.0%0.015%Search for SEC Filing on Google Icon
11/13/2025Promus Capital LLC408$0.17M0.1%N/A0.001%Search for SEC Filing on Google Icon
11/13/2025Capital International Sarl1,690$0.68M0.0%+238.0%0.004%Search for SEC Filing on Google Icon
11/13/2025Capital International Inc. CA 18,280$7.39M0.1%N/A0.045%Search for SEC Filing on Google Icon
11/13/2025Capital International Investors2,285,895$924.19M0.1%+741.4%5.638%Search for SEC Filing on Google Icon
11/13/2025Capital Group Private Client Services Inc.1,146$0.46M0.0%N/A0.003%Search for SEC Filing on Google Icon
11/13/2025Legal & General Group Plc108,688$43.94M0.0%-0.2%0.268%Search for SEC Filing on Google Icon
11/13/2025Swiss National Bank100,644$40.69M0.0%-4.6%0.248%Search for SEC Filing on Google Icon
11/13/2025LGT Group Foundation1,622$0.66M0.0%-41.5%0.004%Search for SEC Filing on Google Icon
11/13/2025Russell Investments Group Ltd.45,140$18.25M0.0%+12.3%0.111%Search for SEC Filing on Google Icon
11/13/2025Schroder Investment Management Group1,823$0.74M0.0%-30.6%0.004%Search for SEC Filing on Google Icon
Data available starting January 2016

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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: $347.55
Low: $337.73
High: $352.15

50 Day Range

MA: $363.21
Low: $323.71
High: $415.70

52 Week Range

Now: $347.55
Low: $323.05
High: $535.40

Volume

438,009 shs

Average Volume

361,744 shs

Market Capitalization

$14.10 billion

P/E Ratio

27.15

Dividend Yield

3.37%

Beta

1.01

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. Vanguard Group Inc. — 8.76%
  2. Capital International Investors — 5.64%
  3. State Street Corp — 3.05%
  4. Baillie Gifford & Co. — 2.33%
  5. Blair William & Co. IL — 1.97%
  6. Neuberger Berman Group LLC — 1.19%
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. Barclays PLC
  2. Squarepoint Ops LLC
  3. Citigroup Inc.
  4. Neuberger Berman Group LLC
  5. Premier Fund Managers Ltd
  6. Baillie Gifford & Co.
  7. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC
  8. JPMorgan Chase & 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. Two Sigma Investments LP
  3. Vantage Investment Partners LLC
  4. Alyeska Investment Group L.P.
  5. CANADA LIFE ASSURANCE Co
  6. Hamlin Capital Management LLC
  7. Brown Brothers Harriman & Co.
  8. Holocene Advisors LP