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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: $472.18
Price Change: ▼ Price Decrease of -0.8 (-0.17%)
As of 07/16/2025 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
7/16/2025Signaturefd LLC587$0.26M0.0%-11.9%0.001%Search for SEC Filing on Google Icon
7/16/2025Ipswich Investment Management Co. Inc.17,234$7.61M1.8%-3.6%0.043%Search for SEC Filing on Google Icon
7/16/2025State of Alaska Department of Revenue3,927$1.73M0.0%-3.7%0.010%Search for SEC Filing on Google Icon
7/16/2025Eagle Global Advisors LLC586$0.26M0.0%-4.2%0.001%Search for SEC Filing on Google Icon
7/16/2025Vision Capital Management Inc.18,847$8.32M1.1%+5.6%0.047%Search for SEC Filing on Google Icon
7/16/2025TCI Wealth Advisors Inc.1,796$0.79M0.1%N/A0.004%Search for SEC Filing on Google Icon
7/16/2025American National Bank & Trust2,245$0.99M0.1%-9.7%0.006%Search for SEC Filing on Google Icon
7/16/2025Perigon Wealth Management LLC3,244$1.43M0.0%-8.2%0.008%Search for SEC Filing on Google Icon
7/15/2025Riverbridge Partners LLC92,603$40.90M0.7%-10.5%0.229%Search for SEC Filing on Google Icon
7/15/2025TD Private Client Wealth LLC4,558$2.01M0.0%-5.9%0.011%Search for SEC Filing on Google Icon
7/15/2025Public Employees Retirement System of Ohio13,481$5.95M0.0%+0.3%0.033%Search for SEC Filing on Google Icon
7/15/2025Norden Group LLC2,188$0.97M0.1%-4.0%0.005%Search for SEC Filing on Google Icon
7/15/2025Fifth Third Bancorp937$0.41M0.0%-8.9%0.002%Search for SEC Filing on Google Icon
7/15/2025MCF Advisors LLC214$95K0.0%+46.6%0.001%Search for SEC Filing on Google Icon
7/15/2025Fortitude Family Office LLC108$48K0.0%+500.0%0.000%Search for SEC Filing on Google Icon
7/14/2025CHICAGO TRUST Co NA3,236$1.43M0.2%+3.7%0.008%Search for SEC Filing on Google Icon
7/14/2025Golden State Equity Partners1,501$0.66M0.1%-1.9%0.004%Search for SEC Filing on Google Icon
7/14/2025LaFleur & Godfrey LLC39,378$17.39M2.2%+2.9%0.097%Search for SEC Filing on Google Icon
7/14/2025GAMMA Investing LLC766$0.34M0.0%-18.5%0.002%Search for SEC Filing on Google Icon
7/14/2025Park Avenue Securities LLC1,296$0.57M0.0%N/A0.003%Search for SEC Filing on Google Icon
7/14/2025Avanza Fonder AB3,886$1.72M0.1%+2.6%0.010%Search for SEC Filing on Google Icon
7/11/2025Abacus FCF Advisors LLC16,468$7.27M1.0%+178.6%0.041%Search for SEC Filing on Google Icon
7/11/2025Farther Finance Advisors LLC1,865$0.82M0.0%+16.2%0.005%Search for SEC Filing on Google Icon
7/11/2025IFM Investors Pty Ltd6,999$3.09M0.0%+4.7%0.017%Search for SEC Filing on Google Icon
7/10/2025Trust Point Inc.971$0.43M0.0%-31.7%0.002%Search for SEC Filing on Google Icon
7/10/2025Carderock Capital Management Inc.14,486$6.40M1.6%+4.6%0.036%Search for SEC Filing on Google Icon
7/10/2025Wealth Enhancement Advisory Services LLC15,993$7.31M0.0%+1.4%0.039%Search for SEC Filing on Google Icon
7/10/2025Bath Savings Trust Co39,191$17.31M1.8%-0.3%0.097%Search for SEC Filing on Google Icon
7/10/2025Mn Services Vermogensbeheer B.V.13,000$5.74M0.0%+5.7%0.032%Search for SEC Filing on Google Icon
7/10/2025Swedbank AB78,585$34.71M0.0%+3.8%0.194%Search for SEC Filing on Google Icon
7/10/2025Sumitomo Mitsui DS Asset Management Company Ltd31,465$13.90M0.1%+45.5%0.078%Search for SEC Filing on Google Icon
7/9/2025Procyon Advisors LLC3,029$1.34M0.1%-3.1%0.007%Search for SEC Filing on Google Icon
7/9/2025Tounjian Advisory Partners LLC1,954$0.86M0.2%-1.3%0.005%Search for SEC Filing on Google Icon
7/9/2025Gateway Investment Advisers LLC2,326$1.03M0.0%-20.2%0.006%Search for SEC Filing on Google Icon
7/9/2025Thrive Wealth Management LLC771$0.34M0.1%+6.3%0.002%Search for SEC Filing on Google Icon
7/9/2025Dudley & Shanley Inc.39,833$17.59M2.8%+56.7%0.098%Search for SEC Filing on Google Icon
7/9/2025MassMutual Private Wealth & Trust FSB846$0.37M0.0%-8.0%0.002%Search for SEC Filing on Google Icon
7/8/2025Parallel Advisors LLC1,321$0.58M0.0%-3.9%0.003%Search for SEC Filing on Google Icon
7/3/2025Fiduciary Financial Group LLC680$0.31M0.1%-12.6%0.002%Search for SEC Filing on Google Icon
6/26/2025AG2R LA Mondiale Gestion D Actifs2,871$1.46M0.1%N/A0.007%Search for SEC Filing on Google Icon
6/23/2025Swedbank AB75,731$38.49M0.1%-27.1%0.187%Search for SEC Filing on Google Icon
6/18/2025Voya Investment Management LLC16,218$8.24M0.0%+23.1%0.040%Search for SEC Filing on Google Icon
6/3/2025Inspire Investing LLC4,278$2.18M0.3%+3.1%0.011%Search for SEC Filing on Google Icon
6/2/2025Modern Wealth Management LLC744$0.38M0.0%+16.8%0.002%Search for SEC Filing on Google Icon
5/28/2025Strs Ohio2,443$1.24M0.0%N/A0.006%Search for SEC Filing on Google Icon
5/27/2025Carderock Capital Management Inc.13,848$7.04M1.9%+7.7%0.034%Search for SEC Filing on Google Icon
5/27/2025Advisors Capital Management LLC16,570$8.42M0.1%+0.4%0.041%Search for SEC Filing on Google Icon
5/21/2025Geneos Wealth Management Inc.711$0.36M0.0%+15.8%0.002%Search for SEC Filing on Google Icon
5/21/2025IFM Investors Pty Ltd6,688$3.40M0.0%-3.7%0.017%Search for SEC Filing on Google Icon
5/20/2025Belpointe Asset Management LLC2,803$1.43M0.1%+2.5%0.007%Search for SEC Filing on Google Icon
5/20/2025Intech Investment Management LLC8,625$4.38M0.0%-19.1%0.021%Search for SEC Filing on Google Icon
5/20/2025Focus Partners Wealth8,524$4.33M0.0%+10.5%0.021%Search for SEC Filing on Google Icon
5/20/2025Flaharty Asset Management LLC100$51K0.0%N/A0.000%Search for SEC Filing on Google Icon
5/20/2025Integrity Alliance LLC.446$0.23M0.0%N/A0.001%Search for SEC Filing on Google Icon
5/20/2025Ransom Advisory Ltd88$45K0.0%N/A0.000%Search for SEC Filing on Google Icon
5/19/2025SageView Advisory Group LLC423$0.22M0.0%-9.0%0.001%Search for SEC Filing on Google Icon
5/19/2025Bayforest Capital Ltd1,362$0.69M0.3%+479.6%0.003%Search for SEC Filing on Google Icon
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC145,060$73.73M0.0%+11.3%0.359%Search for SEC Filing on Google Icon
5/16/2025Empowered Funds LLC5,927$3.01M0.0%+4.1%0.015%Search for SEC Filing on Google Icon
5/16/2025Ascent Group LLC2,335$1.19M0.1%+2.9%0.006%Search for SEC Filing on Google Icon
5/16/2025United Services Automobile Association2,244$1.13M0.0%N/A0.006%Search for SEC Filing on Google Icon
5/16/2025Meiji Yasuda Asset Management Co Ltd.1,925$0.98M0.0%-1.2%0.005%Search for SEC Filing on Google Icon
5/16/2025Arete Wealth Advisors LLC679$0.35M0.0%-24.4%0.002%Search for SEC Filing on Google Icon
5/16/2025Goldman Sachs Group Inc.468,875$238.33M0.0%+62.8%1.157%Search for SEC Filing on Google Icon
5/16/2025Jones Financial Companies Lllp64$33K0.0%-94.6%0.000%Search for SEC Filing on Google Icon
5/16/2025Teza Capital Management LLC875$0.45M0.2%-41.2%0.002%Search for SEC Filing on Google Icon
5/16/2025Rise Advisors LLC67$34K0.0%-25.6%0.000%Search for SEC Filing on Google Icon
5/16/2025Nissay Asset Management Corp Japan ADV4,351$2.21M0.0%+1.3%0.011%Search for SEC Filing on Google Icon
5/16/2025NewEdge Advisors LLC3,213$1.63M0.0%+5.5%0.008%Search for SEC Filing on Google Icon
5/16/2025Integrated Wealth Concepts LLC1,221$0.62M0.0%-33.4%0.003%Search for SEC Filing on Google Icon
5/16/2025Jacobs Levy Equity Management Inc.107,290$54.54M0.2%N/A0.266%Search for SEC Filing on Google Icon
5/16/2025Gotham Asset Management LLC42,056$21.38M0.2%+55.3%0.104%Search for SEC Filing on Google Icon
5/16/2025Curi RMB Capital LLC76,139$38.70M1.0%-3.1%0.188%Search for SEC Filing on Google Icon
5/16/2025Alliancebernstein L.P.48,992$24.90M0.0%-1.8%0.121%Search for SEC Filing on Google Icon
5/16/2025AQR Capital Management LLC32,217$15.84M0.0%+28.0%0.080%Search for SEC Filing on Google Icon
5/16/2025Advisors Asset Management Inc.6,196$3.15M0.1%-39.9%0.015%Search for SEC Filing on Google Icon
5/16/2025Amundi26,348$12.98M0.0%+5.2%0.065%Search for SEC Filing on Google Icon
5/15/2025Perbak Capital Partners LLP626$0.32M0.2%N/A0.002%Search for SEC Filing on Google Icon
5/15/2025Dark Forest Capital Management LP8,333$4.24M0.2%+912.5%0.021%Search for SEC Filing on Google Icon
5/15/2025Flputnam Investment Management Co.874$0.44M0.0%+6.5%0.002%Search for SEC Filing on Google Icon
5/15/2025Royal Bank of Canada229,597$116.71M0.0%+0.6%0.568%Search for SEC Filing on Google Icon
5/15/2025Graham Capital Management L.P.2,000$1.02M0.0%-45.9%0.005%Search for SEC Filing on Google Icon
5/15/2025Alamea Verwaltungs GmbH1,045$0.53M0.5%N/A0.003%Search for SEC Filing on Google Icon
5/15/2025Baird Financial Group Inc.107,925$54.86M0.1%-2.3%0.267%Search for SEC Filing on Google Icon
5/15/2025Vident Advisory LLC1,892$0.96M0.0%+26.6%0.005%Search for SEC Filing on Google Icon
5/15/2025Evergreen Capital Management LLC1,248$0.63M0.0%+10.1%0.003%Search for SEC Filing on Google Icon
5/15/2025Pembroke Management LTD35,161$17.87M2.6%-40.6%0.087%Search for SEC Filing on Google Icon
5/15/2025WPG Advisers LLC50$25K0.0%N/A0.000%Search for SEC Filing on Google Icon
5/15/2025Trexquant Investment LP5,868$2.98M0.0%N/A0.015%Search for SEC Filing on Google Icon
5/15/2025OMERS ADMINISTRATION Corp1,219$0.62M0.0%-14.0%0.003%Search for SEC Filing on Google Icon
5/14/2025B. Metzler seel. Sohn & Co. AG18,950$9.63M0.1%+3.4%0.047%Search for SEC Filing on Google Icon
5/14/2025CreativeOne Wealth LLC3,157$1.61M0.0%+7.9%0.008%Search for SEC Filing on Google Icon
5/14/2025Rafferty Asset Management LLC597$0.30M0.0%-24.9%0.001%Search for SEC Filing on Google Icon
5/14/2025Caisse DE Depot ET Placement DU Quebec24,755$12.58M0.0%N/A0.061%Search for SEC Filing on Google Icon
5/14/2025Corebridge Financial Inc.38,469$19.55M0.1%-2.4%0.095%Search for SEC Filing on Google Icon
5/14/2025Kayne Anderson Rudnick Investment Management LLC1,557,610$791.73M1.9%+0.5%3.855%Search for SEC Filing on Google Icon
5/14/2025Comerica Bank34,204$17.39M0.1%+10.8%0.085%Search for SEC Filing on Google Icon
5/14/2025Freedom Investment Management Inc.504$0.26M0.0%+4.8%0.001%Search for SEC Filing on Google Icon
5/14/2025Synovus Financial Corp522$0.27M0.0%+5.9%0.001%Search for SEC Filing on Google Icon
5/14/2025MetLife Investment Management LLC19,338$9.83M0.1%-1.5%0.048%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: $472.18
Low: $466.00
High: $472.66

50 Day Range

MA: $453.22
Low: $421.68
High: $492.29

52 Week Range

Now: $472.18
Low: $418.31
High: $571.42

Volume

256,098 shs

Average Volume

261,440 shs

Market Capitalization

$19.13 billion

P/E Ratio

36.29

Dividend Yield

2.54%

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. Riverbridge Partners LLC — 0.23%
  2. Swedbank AB — 0.19%
  3. Dudley & Shanley Inc. — 0.10%
  4. LaFleur & Godfrey LLC — 0.10%
  5. Bath Savings Trust Co — 0.10%
  6. Sumitomo Mitsui DS Asset Management Company Ltd — 0.08%
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. Riverbridge Partners LLC
  2. Gateway Investment Advisers LLC
  3. Trust Point Inc.
  4. TD Private Client Wealth LLC
  5. GAMMA Investing LLC
  6. Bath Savings Trust Co
  7. Fiduciary Financial Group LLC
  8. Procyon Advisors LLC

Which institutional investors are buying Watsco stock?

During the previous quarter, WSO stock was purchased by institutional investors including:
  1. Dudley & Shanley Inc.
  2. Abacus FCF Advisors LLC
  3. Sumitomo Mitsui DS Asset Management Company Ltd
  4. Swedbank AB
  5. Park Avenue Securities LLC
  6. LaFleur & Godfrey LLC
  7. Mn Services Vermogensbeheer B.V.
  8. Carderock Capital Management Inc.