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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: $310.64
Price Change: ▼ Price Decrease of -1.296 (-0.42%)
As of 08/24/2026 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
8/24/2026California State Teachers Retirement System19,402,949$8.09B0.0%+35,175.5%47.037%Search for SEC Filing on Google Icon
8/23/2026HB Wealth Management LLC1,954$0.82M0.0%+9.0%0.005%Search for SEC Filing on Google Icon
8/23/2026Saudi Central Bank2,446$1.02M0.0%+89.8%0.006%Search for SEC Filing on Google Icon
8/22/2026Tudor Financial Inc.1,195$0.50M0.2%-58.9%0.003%Search for SEC Filing on Google Icon
8/22/2026Knollwood Investment Advisory LLC1,722$0.72M0.1%-31.7%0.004%Search for SEC Filing on Google Icon
8/22/2026Concurrent Investment Advisors LLC4,131$1.72M0.0%+8.7%0.010%Search for SEC Filing on Google Icon
8/21/2026iSAM Funds UK Ltd680$0.28M0.2%N/A0.002%Search for SEC Filing on Google Icon
8/21/2026Continuum Advisory LLC267$0.11M0.0%N/A0.001%Search for SEC Filing on Google Icon
8/21/2026Nykredit A S13,753$5.73M0.0%N/A0.033%Search for SEC Filing on Google Icon
8/21/2026B. Metzler seel. Sohn & Co. AG812$0.34M0.0%+10.3%0.002%Search for SEC Filing on Google Icon
8/21/2026Birch Capital Management LLC5,939$2.48M1.2%+16.4%0.014%Search for SEC Filing on Google Icon
8/21/2026Ironvine Capital Partners LLC22,295$9.29M0.8%+17.7%0.054%Search for SEC Filing on Google Icon
8/21/2026Bedel Financial Consulting Inc.500$0.21M0.0%N/A0.001%Search for SEC Filing on Google Icon
8/20/2026Benjamin Edwards Inc.128,444$53.55M0.5%-9.5%0.311%Search for SEC Filing on Google Icon
8/20/2026Flputnam Investment Management Co.17,699$7.38M0.1%+2,090.5%0.043%Search for SEC Filing on Google Icon
8/20/2026Northwestern Mutual Wealth Management Co.903$0.38M0.0%-19.2%0.002%Search for SEC Filing on Google Icon
8/19/2026Capital Advisors Inc. OK70,906$29.55M0.4%-0.3%0.172%Search for SEC Filing on Google Icon
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC135,045$56.28M0.0%-9.8%0.327%Search for SEC Filing on Google Icon
8/19/2026Van ECK Associates Corp11,875$4.95M0.0%+76.5%0.029%Search for SEC Filing on Google Icon
8/19/2026Nissay Asset Management Corp Japan4,804$2M0.0%+2.6%0.012%Search for SEC Filing on Google Icon
8/19/2026Hsbc Holdings PLC11,793$4.92M0.0%+15.8%0.029%Search for SEC Filing on Google Icon
8/19/2026Wellington Management Group LLP132,056$55.03M0.0%-5.8%0.320%Search for SEC Filing on Google Icon
8/18/2026Livforsakringsbolaget Skandia Omsesidigt256$0.11M0.0%N/A0.001%Search for SEC Filing on Google Icon
8/18/2026Empowered Funds LLC1,008$0.42M0.0%N/A0.002%Search for SEC Filing on Google Icon
8/18/2026United Capital Financial Advisors LLC6,041$2.52M0.0%N/A0.015%Search for SEC Filing on Google Icon
8/18/2026Dearborn Partners LLC83,346$34.73M1.6%N/A0.202%Search for SEC Filing on Google Icon
8/18/2026Equitable Holdings Inc.3,577$1.49M0.0%N/A0.009%Search for SEC Filing on Google Icon
8/18/2026Centaurus Financial Inc.10,587$4.41M0.2%N/A0.026%Search for SEC Filing on Google Icon
8/18/2026Coastal Bridge Advisors LLC2,319$0.97M0.1%N/A0.006%Search for SEC Filing on Google Icon
8/18/2026Jefferies Financial Group Inc.498$0.21M0.0%N/A0.001%Search for SEC Filing on Google Icon
8/18/2026Public Employees Retirement System of Ohio10,699$4.46M0.0%N/A0.026%Search for SEC Filing on Google Icon
8/17/2026Stonehage Fleming Financial Services Holdings Ltd1,289$0.54M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/17/2026Corient Private Wealth LP144,050$60.02M0.0%N/A0.354%Search for SEC Filing on Google Icon
8/17/2026Bamco Inc. NY269$0.11M0.0%N/A0.001%Search for SEC Filing on Google Icon
8/17/2026Bank of America Corp DE286,256$119.29M0.0%N/A0.694%Search for SEC Filing on Google Icon
8/15/2026Freestone Grove Partners LP2,195$0.92M0.0%N/A0.005%Search for SEC Filing on Google Icon
8/15/2026Man Group plc2,775$1.16M0.0%N/A0.007%Search for SEC Filing on Google Icon
8/15/2026Jupiter Topco LLC2,237$0.93M0.0%N/A0.006%Search for SEC Filing on Google Icon
8/14/2026Hsbc Holdings PLC11,793$4.92M0.0%N/A0.029%Search for SEC Filing on Google Icon
8/14/2026Legal & General Group Plc94,084$39.21M0.0%N/A0.231%Search for SEC Filing on Google Icon
8/14/2026The Manufacturers Life Insurance Company 19,951$8.31M0.0%N/A0.049%Search for SEC Filing on Google Icon
8/14/2026Jones Financial Companies Lllp170$71K0.0%N/A0.000%Search for SEC Filing on Google Icon
8/14/2026Van Hulzen Asset Management LLC600$0.25M0.0%N/A0.001%Search for SEC Filing on Google Icon
8/14/2026Dearborn Partners LLC89,590$32.59M1.7%N/A0.220%Search for SEC Filing on Google Icon
8/13/2026Cibc World Market Inc.23,700$9.88M0.0%N/A0.058%Search for SEC Filing on Google Icon
8/13/2026OMERS ADMINISTRATION Corp1,955$0.82M0.0%N/A0.005%Search for SEC Filing on Google Icon
8/13/2026Sanctuary Advisors LLC7,184$2.99M0.0%N/A0.018%Search for SEC Filing on Google Icon
8/13/2026Covington Investment Advisors Inc.34,423$14.35M1.8%+1.0%0.083%Search for SEC Filing on Google Icon
8/13/2026Barbara Oil Co.5,000$2.05M0.7%N/A0.012%Search for SEC Filing on Google Icon
8/13/2026Connor Clark & Lunn Investment Management Ltd.497$0.21M0.0%N/A0.001%Search for SEC Filing on Google Icon
8/13/2026Meiji Yasuda Asset Management Co Ltd.1,499$0.63M0.0%N/A0.004%Search for SEC Filing on Google Icon
8/13/2026Bank of Nova Scotia25,331$10.56M0.0%N/A0.062%Search for SEC Filing on Google Icon
8/12/2026Elevation Point Wealth Partners LLC1,855$0.77M0.0%N/A0.005%Search for SEC Filing on Google Icon
8/12/2026Daiichi Life Insurance Co. Ltd.3,131$1.31M0.0%N/A0.008%Search for SEC Filing on Google Icon
8/12/2026Commerce Bank23,693$9.87M0.0%N/A0.058%Search for SEC Filing on Google Icon
8/12/2026Northwestern Mutual Wealth Management Co.903$0.38M0.0%N/A0.002%Search for SEC Filing on Google Icon
8/12/2026Findlay Park Partners LLP188,840$78.70M1.1%N/A0.464%Search for SEC Filing on Google Icon
8/12/2026Farringdon Capital Ltd.935$0.39M0.2%N/A0.002%Search for SEC Filing on Google Icon
8/12/2026Sumitomo Life Insurance Co.497$0.21M0.0%N/A0.001%Search for SEC Filing on Google Icon
8/12/2026Landscape Capital Management L.L.C.5,463$2.28M0.1%N/A0.013%Search for SEC Filing on Google Icon
8/12/2026Korea Investment CORP20,002$8.34M0.0%N/A0.049%Search for SEC Filing on Google Icon
8/12/2026Callan Family Office LLC6,284$2.62M0.1%N/A0.015%Search for SEC Filing on Google Icon
8/12/2026Heartland Advisors Inc.49,860$20.78M0.9%N/A0.123%Search for SEC Filing on Google Icon
8/11/2026Allworth Financial LP444$0.19M0.0%N/A0.001%Search for SEC Filing on Google Icon
8/11/2026B. Metzler seel. Sohn & Co. AG812$0.34M0.0%N/A0.002%Search for SEC Filing on Google Icon
8/11/2026Advisors Capital Management LLC19,883$8.29M0.1%N/A0.049%Search for SEC Filing on Google Icon
8/11/2026Vise Technologies Inc.1,087$0.45M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/10/2026Tocqueville Asset Management L.P.3,000$1.25M0.0%N/A0.007%Search for SEC Filing on Google Icon
8/10/2026NewEdge Wealth LLC8,143$3.39M0.0%N/A0.020%Search for SEC Filing on Google Icon
8/10/2026Patrick Mauro Investment Advisor INC.33,278$13.87M7.0%N/A0.082%Search for SEC Filing on Google Icon
8/10/2026Danske Bank A S17,362$7.24M0.0%N/A0.043%Search for SEC Filing on Google Icon
8/10/2026Diversify Advisory Services LLC1,754$0.64M0.0%N/A0.004%Search for SEC Filing on Google Icon
8/7/2026Citizens Financial Group Inc. RI1,216$0.51M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/7/2026UNIVEST FINANCIAL Corp4,601$1.92M0.1%N/A0.011%Search for SEC Filing on Google Icon
8/7/2026K.J. Harrison & Partners Inc880$0.37M0.1%N/A0.002%Search for SEC Filing on Google Icon
8/7/2026Deutsche Bank AG92,175$38.41M0.0%N/A0.227%Search for SEC Filing on Google Icon
8/7/2026Phillips Wealth Planners LLC1,407$0.55M0.4%N/A0.003%Search for SEC Filing on Google Icon
8/7/2026Trust Co. of Vermont237$99K0.0%N/A0.001%Search for SEC Filing on Google Icon
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.40,371$16.82M0.0%N/A0.099%Search for SEC Filing on Google Icon
8/7/2026Simplicity Wealth LLC1,951$0.81M0.0%N/A0.005%Search for SEC Filing on Google Icon
8/7/2026Trivium Point Advisory LLC655$0.27M0.0%N/A0.002%Search for SEC Filing on Google Icon
8/7/2026N.E.W. Advisory Services LLC160$67K0.0%N/A0.000%Search for SEC Filing on Google Icon
8/6/2026Flputnam Investment Management Co.17,699$7.38M0.1%N/A0.044%Search for SEC Filing on Google Icon
8/6/2026Global Retirement Partners LLC366$0.15M0.0%N/A0.001%Search for SEC Filing on Google Icon
8/6/2026Wilkinson Global Asset Management LLC75,839$31.60M2.5%N/A0.187%Search for SEC Filing on Google Icon
8/6/2026Bank of New York Mellon Corp235,013$97.94M0.0%N/A0.578%Search for SEC Filing on Google Icon
8/3/2026Oppenheimer Asset Management Inc.15,750$6.56M0.1%N/A0.039%Search for SEC Filing on Google Icon
7/10/2026Handelsbanken Fonder AB52,480$21.87M0.1%-0.5%0.129%Search for SEC Filing on Google Icon
7/9/2026Harrell Investment Partners LLC1,842$0.77M0.2%+10.4%0.005%Search for SEC Filing on Google Icon
7/9/2026First Bank & Trust1,739$0.73M0.1%+38.9%0.004%Search for SEC Filing on Google Icon
7/9/2026Dudley & Shanley Inc.78,012$32.51M4.9%+40.1%0.192%Search for SEC Filing on Google Icon
7/9/2026Hennion & Walsh Asset Management Inc.3,014$1.26M0.0%-1.2%0.007%Search for SEC Filing on Google Icon
7/9/2026Breakwater Capital Group520$0.22M0.0%N/A0.001%Search for SEC Filing on Google Icon
7/7/2026Hamlin Capital Management LLC304,324$126.82M2.9%-9.8%0.748%Search for SEC Filing on Google Icon
7/7/2026GAMMA Investing LLC1,951$0.81M0.0%+32.6%0.005%Search for SEC Filing on Google Icon
7/7/2026Carderock Capital Management Inc.11,519$4.80M1.1%+215.6%0.028%Search for SEC Filing on Google Icon
7/7/2026CoreCap Advisors LLC1,926$0.80M0.0%-11.2%0.005%Search for SEC Filing on Google Icon
7/2/2026MassMutual Private Wealth & Trust FSB787$0.33M0.0%-3.9%0.002%Search for SEC Filing on Google Icon
7/2/2026Versant Capital Management Inc118$49K0.0%+293.3%0.000%Search for SEC Filing on Google Icon
7/2/2026Hilltop National Bank530$0.22M0.0%-9.4%0.001%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: $310.64
Low: $309.47
High: $316.39

50 Day Range

MA: $363.17
Low: $308.53
High: $418.63

52 Week Range

Now: $310.64
Low: $300.66
High: $459.00

Volume

296,617 shs

Average Volume

440,451 shs

Market Capitalization

$12.81 billion

P/E Ratio

26.94

Dividend Yield

4.23%

Beta

1.05

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. California State Teachers Retirement System — 47.04%
  2. Hamlin Capital Management LLC — 0.75%
  3. Bank of America Corp DE — 0.69%
  4. Bank of New York Mellon Corp — 0.58%
  5. Findlay Park Partners LLP — 0.46%
  6. Corient Private Wealth LP — 0.35%
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. Hamlin Capital Management LLC
  2. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
  3. Benjamin Edwards Inc.
  4. Wellington Management Group LLP
  5. Tudor Financial Inc.
  6. Eastern Bank
  7. Knollwood Investment Advisory LLC
  8. Handelsbanken Fonder AB

Which institutional investors are buying Watsco stock?

During the previous quarter, WSO stock was purchased by institutional investors including:
  1. California State Teachers Retirement System
  2. Bank of America Corp DE
  3. Bank of New York Mellon Corp
  4. Findlay Park Partners LLP
  5. Corient Private Wealth LP
  6. Legal & General Group Plc
  7. Deutsche Bank AG
  8. Dearborn Partners LLC

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