Watsco Inc
Ownership
Ownership Structure
Who owns Watsco Inc (WSO)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 93.9% of the shares are freely tradable; institutional investors hold 113.9%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 10.16 | 4,192,919 | +2.5 | 06/30/2026 |
| Capital Research & Mgmt Co - Division 3 | 8.45 | 3,485,525 | +0.2 | 06/30/2026 |
| Capital Research Global Investors | 4.61 | 1,902,230 | +0.2 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 4.29 | 1,770,531 | +1.1 | 06/30/2026 |
| FMR Inc | 4.13 | 1,705,273 | -9.8 | 06/30/2026 |
| Vanguard Capital Management, LLC | 3.83 | 1,579,210 | +0.7 | 06/30/2026 |
| Charles Schwab Investment Management Inc | 3.54 | 1,459,768 | +8.9 | 06/30/2026 |
| State Street Corp | 3.21 | 1,323,011 | +3.9 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| American Funds Washington Mutual A | 4.34 | 1,789,161 | +7.0 | 09/30/2026 |
| American Funds American Mutual A | 3.75 | 1,548,543 | +0.0 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Nahmad Aaron J | President | 16,078 | 5,136,921 $ | Oct 9, 2026 | direct |
| Logan Barry S | Executive Vice President | 3,573 | 1,141,574 $ | Oct 9, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 9, 2026 | Logan Barry S | Executive Vice President | Other | 3,573 | 279.90 | 1,000,083 |
| Oct 9, 2026 | Nahmad Aaron J | President | Other | 16,078 | 279.90 | 4,500,232 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 4, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.