Watsco, Inc. (WSO)
NYSE: WSO · Wholesale-Hardware & Plumbing & Heating Equipment & Supplies · Coconut Grove, FL · filing with the SEC since 1994
Grade6.0
◀ Past 5.2● Present 7.2▶ Future 4.9
Who owns Watsco, Inc.
As filed with the SECHolders of 5% or more
5
Capital International Investors holds 10.1% of Common Stock, as its SCHEDULE 13G/A filed May 14, 2026 says.
Directors and officers
10
report now, of 21 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 5 named at left.
Holders of 5% or moreshare of the class, as filed
Capital International Investors
SCHEDULE 13G/A · filed May 14, 2026 · Common Stock · 13.5% in Feb 13, 2026
Fmr LLC
SCHEDULE 13G/A · filed Feb 5, 2026 · COMMON STOCK · 8.9% in Aug 6, 2025
Capital Research Global Investors
SCHEDULE 13G · filed May 14, 2026 · Common Stock
Vanguard Capital Management
SCHEDULE 13G · filed Apr 30, 2026 · Common Stock
Vanguard Portfolio Management
SCHEDULE 13G · filed Apr 29, 2026 · Common Stock
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
What WSO reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Russell Sigler Inc
An entity · legal entity · owns, named in the 10-K filed Feb 27, 2026
Carrier Enterprise One
An investee · investee · invested in, named in the 10-K filed Feb 27, 2026
Gateway Supply Company, Inc.
A company bought · acquisition · owns, named in the 10-K filed Feb 27, 2026
W.L. Lashley Associates, Inc
A company bought · acquisition · owns, named in the 10-K filed Feb 27, 2026
WL Lashley and Associates Inc
A company bought · acquisition · owns, named in the 10-K filed Feb 27, 2026
21 subsidiaries in 3 countries, from the list filed with the 10-K filed Feb 27, 2026.
Insider tradesForm 4
0sales
0purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Oct 19, 2025 to Oct 19, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2025 runs to Oct 19, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window
No one on the roster filed an open-market trade in the window.