InsiderTrades.com logo

WSO Insider Trading

Insider Ownership Percentage: 12.88%
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: $374.58
Price Change: ▼ Price Decrease of -0.593 (-0.16%)
As of 05/22/2026 03:59 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
5/19/2026Western Wealth Management LLC112$41K0.0%N/A0.000%Search for SEC Filing on Google Icon
5/19/2026Bank of America Corp DE239,606$87.17M0.0%+12.2%0.589%Search for SEC Filing on Google Icon
5/19/2026Intrinsic Edge Capital Management LLC40,000$14.55M2.4%N/A0.098%Search for SEC Filing on Google Icon
5/19/2026Kensington Investment Counsel LLC13,372$4.87M2.3%-16.3%0.033%Search for SEC Filing on Google Icon
5/19/2026Centaurus Financial Inc.10,373$3.77M0.2%+10.0%0.026%Search for SEC Filing on Google Icon
5/18/2026Amundi47,567$17.30M0.0%-14.1%0.117%Search for SEC Filing on Google Icon
5/18/2026California State Teachers Retirement System55,004$20.01M0.0%-2.2%0.135%Search for SEC Filing on Google Icon
5/18/2026Royal Bank of Canada144,173$52.45M0.0%+4.7%0.355%Search for SEC Filing on Google Icon
5/18/2026Empowered Funds LLC1,239$0.45M0.0%-33.6%0.003%Search for SEC Filing on Google Icon
5/16/2026The Manufacturers Life Insurance Company 22,164$8.06M0.0%+16.4%0.055%Search for SEC Filing on Google Icon
5/16/2026Quantinno Capital Management LP23,306$8.48M0.0%+61.6%0.057%Search for SEC Filing on Google Icon
5/15/2026Delta Global Management LP2,745$1M0.1%-61.8%0.007%Search for SEC Filing on Google Icon
5/15/2026OMERS ADMINISTRATION Corp1,734$0.63M0.0%+42.2%0.004%Search for SEC Filing on Google Icon
5/15/2026Lombard Odier Asset Management USA Corp886$0.32M0.0%N/A0.002%Search for SEC Filing on Google Icon
5/15/2026Waverly Advisors LLC3,100$1.13M0.0%N/A0.008%Search for SEC Filing on Google Icon
5/15/2026Wealth Alliance LLC2,237$0.81M0.1%+5.5%0.006%Search for SEC Filing on Google Icon
5/15/2026Epoch Investment Partners Inc.133,469$48.56M0.3%-1.2%0.329%Search for SEC Filing on Google Icon
5/15/2026Entropy Technologies LP3,947$1.44M0.1%-62.6%0.010%Search for SEC Filing on Google Icon
5/15/2026Boreal Capital Management LLC1,756$0.64M0.6%+16.1%0.004%Search for SEC Filing on Google Icon
5/14/2026Renaissance Technologies LLC216,400$78.72M0.1%-29.1%0.533%Search for SEC Filing on Google Icon
5/14/2026Hilltop Holdings Inc.1,423$0.52M0.0%-23.5%0.004%Search for SEC Filing on Google Icon
5/14/2026Public Employees Retirement System of Ohio10,973$3.99M0.0%-2.9%0.027%Search for SEC Filing on Google Icon
5/14/2026Modern Wealth Management LLC997$0.38M0.0%-8.3%0.002%Search for SEC Filing on Google Icon
5/14/2026Arrowstreet Capital Limited Partnership4,630$1.68M0.0%N/A0.011%Search for SEC Filing on Google Icon
5/14/2026Caxton Associates LLP2,810$1.02M0.0%+16.8%0.007%Search for SEC Filing on Google Icon
5/14/2026Inceptionr LLC3,436$1.25M0.3%-1.4%0.008%Search for SEC Filing on Google Icon
5/14/2026Bank of Nova Scotia3,574$1.30M0.0%-3.4%0.009%Search for SEC Filing on Google Icon
5/14/2026Gibbs Wealth Management891$0.32M0.0%+55.8%0.002%Search for SEC Filing on Google Icon
5/14/2026Sei Investments Co.28,781$10.47M0.0%-21.7%0.071%Search for SEC Filing on Google Icon
5/14/2026Lido Advisors LLC926$0.34M0.0%+15.2%0.002%Search for SEC Filing on Google Icon
5/13/2026Cetera Investment Advisers12,822$4.67M0.0%+21.6%0.032%Search for SEC Filing on Google Icon
5/13/2026NewEdge Wealth LLC9,406$3.42M0.0%-11.7%0.023%Search for SEC Filing on Google Icon
5/13/2026Southernsun Asset Management LLC18,646$6.78M1.0%+1.0%0.046%Search for SEC Filing on Google Icon
5/13/2026First Citizens Bank & Trust Co.1,983$0.72M0.0%-23.0%0.005%Search for SEC Filing on Google Icon
5/13/2026First Trust Advisors LP34,212$12.45M0.0%+185.0%0.084%Search for SEC Filing on Google Icon
5/12/2026ABN Amro Investment Solutions3,672$1.34M0.0%+57.0%0.009%Search for SEC Filing on Google Icon
5/8/2026PNC Financial Services Group Inc.17,919$6.52M0.0%+5.0%0.044%Search for SEC Filing on Google Icon
5/8/2026Oslo Pensjonsforsikring AS587$0.21M0.0%N/A0.001%Search for SEC Filing on Google Icon
5/7/2026WCM Investment Management LLC4,350$1.52M0.0%+2.4%0.011%Search for SEC Filing on Google Icon
5/7/2026KBC Group NV4,331$1.58M0.0%-7.3%0.011%Search for SEC Filing on Google Icon
5/7/2026SEB Asset Management AB6,993$2.54M0.0%N/A0.017%Search for SEC Filing on Google Icon
5/7/2026Swiss National Bank102,484$37.28M0.0%+7.2%0.252%Search for SEC Filing on Google Icon
5/7/2026Heartland Advisors Inc.51,593$18.77M1.0%+14.3%0.127%Search for SEC Filing on Google Icon
5/6/2026Freemont Management S.A.1,100$0.40M0.1%-8.3%0.003%Search for SEC Filing on Google Icon
5/6/2026California Public Employees Retirement System46,268$16.83M0.0%-21.7%0.114%Search for SEC Filing on Google Icon
5/6/2026Simon Quick Advisors LLC923$0.34M0.0%N/A0.002%Search for SEC Filing on Google Icon
5/6/2026Hamilton Point Investment Advisors LLC12,951$4.71M0.7%-0.3%0.032%Search for SEC Filing on Google Icon
5/6/2026Assetmark Inc.1,115$0.41M0.0%+2.7%0.003%Search for SEC Filing on Google Icon
5/6/2026Bessemer Group Inc.496$0.18M0.0%+10.5%0.001%Search for SEC Filing on Google Icon
5/6/2026Allspring Global Investments Holdings LLC865$0.33M0.0%-2.7%0.002%Search for SEC Filing on Google Icon
5/6/2026Prosperity Consulting Group LLC8,105$2.95M0.1%-5.3%0.020%Search for SEC Filing on Google Icon
5/5/2026D.A. Davidson & CO.9,819$3.57M0.0%+1.7%0.024%Search for SEC Filing on Google Icon
5/5/2026Marks Group Wealth Management Inc16,204$5.90M0.6%-3.1%0.040%Search for SEC Filing on Google Icon
5/5/2026Bank of New York Mellon Corp251,778$91.59M0.0%-1.0%0.620%Search for SEC Filing on Google Icon
5/5/2026Sanctuary Advisors LLC7,649$2.78M0.0%+18.4%0.019%Search for SEC Filing on Google Icon
5/4/2026Mattern Capital Management LLC3,614$1.32M0.2%+12.1%0.009%Search for SEC Filing on Google Icon
5/4/2026State of Michigan Retirement System8,383$3.05M0.0%+1.2%0.021%Search for SEC Filing on Google Icon
5/4/2026Principal Financial Group Inc.174,551$63.51M0.0%+124.5%0.430%Search for SEC Filing on Google Icon
5/4/2026Schwartz Investment Counsel Inc.25,185$9.16M0.3%-84.9%0.062%Search for SEC Filing on Google Icon
5/4/2026Teachers Retirement System of The State of Kentucky31,968$11.63M0.1%+0.8%0.079%Search for SEC Filing on Google Icon
5/4/2026Procyon Advisors LLC2,718$0.99M0.0%+10.0%0.007%Search for SEC Filing on Google Icon
5/2/2026Citizens Business Bank1,239$0.45M0.1%N/A0.003%Search for SEC Filing on Google Icon
5/2/2026International Assets Investment Management LLC931$0.35M0.0%+6.3%0.002%Search for SEC Filing on Google Icon
5/2/2026Anchor Investment Management LLC21,504$7.82M0.7%-1.4%0.053%Search for SEC Filing on Google Icon
5/2/2026Diversify Wealth Management LLC1,776$0.65M0.0%+45.7%0.004%Search for SEC Filing on Google Icon
5/2/2026Carnegie Investment Counsel29,712$10.81M0.2%+6.3%0.073%Search for SEC Filing on Google Icon
5/2/2026UNIVEST FINANCIAL Corp4,539$1.65M0.1%+4.1%0.011%Search for SEC Filing on Google Icon
5/1/2026Welch & Forbes LLC209,805$76.33M1.0%-0.4%0.517%Search for SEC Filing on Google Icon
5/1/2026Citizens Financial Group Inc. RI884$0.32M0.0%-71.3%0.002%Search for SEC Filing on Google Icon
5/1/2026Fifth Third Bancorp47,567$17.30M0.0%+2,882.3%0.117%Search for SEC Filing on Google Icon
5/1/2026Markel Group Inc.582,169$211.79M1.8%+0.8%1.434%Search for SEC Filing on Google Icon
5/1/2026Vantage Investment Partners LLC171,864$62.52M4.3%+3.4%0.423%Search for SEC Filing on Google Icon
5/1/2026Simplicity Wealth LLC1,373$0.50M0.0%+16.0%0.003%Search for SEC Filing on Google Icon
5/1/2026Sequoia Financial Advisors LLC2,111$0.77M0.0%+23.2%0.005%Search for SEC Filing on Google Icon
4/30/2026Equitable Trust Co.2,613$0.95M0.0%-1.5%0.006%Search for SEC Filing on Google Icon
4/30/2026Hsbc Holdings PLC10,180$3.70M0.0%-2.9%0.025%Search for SEC Filing on Google Icon
4/30/2026Elevated Capital Advisors LLC129$47K0.0%-94.5%0.000%Search for SEC Filing on Google Icon
4/30/2026First Horizon Corp89$32K0.0%-29.4%0.000%Search for SEC Filing on Google Icon
4/30/2026Sumitomo Mitsui Trust Group Inc.69,933$25.44M0.0%+4.9%0.172%Search for SEC Filing on Google Icon
4/30/2026Resona Asset Management Co. Ltd.11,565$4.19M0.0%+5.2%0.028%Search for SEC Filing on Google Icon
4/30/2026Oregon Public Employees Retirement Fund7,108$2.59M0.0%+2.8%0.018%Search for SEC Filing on Google Icon
4/30/2026Taylor Frigon Capital Management LLC4,120$1.50M0.9%-2.6%0.010%Search for SEC Filing on Google Icon
4/29/2026Unified Investment Management1,312$0.48M0.5%N/A0.003%Search for SEC Filing on Google Icon
4/29/2026Swedbank AB58,214$21.18M0.0%+11.2%0.143%Search for SEC Filing on Google Icon
4/28/2026Intrinsic Value Partners LLC1,789$0.65M0.5%+2.9%0.004%Search for SEC Filing on Google Icon
4/28/2026Appleton Partners Inc. MA5,977$2.17M0.2%-2.4%0.015%Search for SEC Filing on Google Icon
4/28/2026Whittier Trust Co.388$0.15M0.0%+29.3%0.001%Search for SEC Filing on Google Icon
4/28/2026Ascentis Independent Advisors1,435$0.52M0.0%-1.8%0.004%Search for SEC Filing on Google Icon
4/28/2026Praxis Investment Management Inc.574$0.21M0.0%-54.8%0.001%Search for SEC Filing on Google Icon
4/28/2026Koshinski Asset Management Inc.1,523$0.55M0.0%+39.3%0.004%Search for SEC Filing on Google Icon
4/28/2026V Square Quantitative Management LLC471$0.17M0.0%+15.4%0.001%Search for SEC Filing on Google Icon
4/28/2026Hunter Associates Investment Management LLC4,270$1.55M0.2%-4.4%0.011%Search for SEC Filing on Google Icon
4/28/2026QRG Capital Management Inc.1,092$0.40M0.0%-4.5%0.003%Search for SEC Filing on Google Icon
4/27/2026TCI Wealth Advisors Inc.3,111$1.13M0.1%+74.3%0.008%Search for SEC Filing on Google Icon
4/27/2026HB Wealth Management LLC1,793$0.65M0.0%+12.3%0.004%Search for SEC Filing on Google Icon
4/27/2026World Investment Advisors660$0.24M0.0%+8.6%0.002%Search for SEC Filing on Google Icon
4/27/2026Canal Capital Management LLC17,970$6.54M0.9%+99.9%0.044%Search for SEC Filing on Google Icon
4/27/2026PAX Financial Group LLC667$0.24M0.0%-17.2%0.002%Search for SEC Filing on Google Icon
4/27/2026New York State Teachers Retirement System33,877$12.32M0.0%-3.2%0.083%Search for SEC Filing on Google Icon
4/27/2026Private Advisor Group LLC891$0.32M0.0%-13.7%0.002%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: $374.58
Low: $370.42
High: $380.11

50 Day Range

MA: $399.70
Low: $346.29
High: $457.02

52 Week Range

Now: $374.58
Low: $323.05
High: $494.94

Volume

436,448 shs

Average Volume

439,900 shs

Market Capitalization

$15.23 billion

P/E Ratio

31.09

Dividend Yield

3.52%

Beta

1.12

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

Watsco's top insider shareholders include:
  1. Bob L Moss (Director)
  2. Barry S Logan (SVP)
  3. George Sape (Director)
  4. Barry S Logan (EVP)
  5. Barry S Logan (EVP)
  6. Brian E Keeley (Director)
  7. Cesar L Alvarez (Director)
  8. John Alexander Macdonald (Director)
  9. Technologies Corp /De/ United (Major Shareholder)
Learn More about top insider investors at Watsco.

Who are the major institutional investors of Watsco?

Watsco's top institutional shareholders include:
  1. Markel Group Inc. — 1.43%
  2. Bank of New York Mellon Corp — 0.62%
  3. Bank of America Corp DE — 0.59%
  4. Renaissance Technologies LLC — 0.53%
  5. Welch & Forbes LLC — 0.52%
  6. Principal Financial Group Inc. — 0.43%
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. Schwartz Investment Counsel Inc.
  2. Renaissance Technologies LLC
  3. California Public Employees Retirement System
  4. Sei Investments Co.
  5. Amundi
  6. Entropy Technologies LP
  7. Pictet Asset Management Holding SA
  8. Delta Global Management LP

Which institutional investors are buying Watsco stock?

During the previous quarter, WSO stock was purchased by institutional investors including:
  1. Principal Financial Group Inc.
  2. Riverbridge Partners LLC
  3. Fifth Third Bancorp
  4. Intrinsic Edge Capital Management LLC
  5. Bank of America Corp DE
  6. First Trust Advisors LP
  7. AEGON ASSET MANAGEMENT UK Plc
  8. Louisiana State Employees Retirement System

Watsco Active Insiders

Brian E Keeley
Director
George Sape
George Sape
Director
Cesar L. Alvarez
Cesar L. Alvarez
Director
Barry S. Logan
Barry S. Logan (Age 62)
EVP