WATSCO INC - Common Stock (WSO)

Historical Holders from Q1 2014 to Q3 2025

Symbol: WSO on NYSE
CUSIP: 942622200
Type / Class: Equity / Common Stock
Shares outstanding: 35M
All holders as of September 30, 2025: Q3 2025
Total 13F shares, excl. options: 36M
Holdings value: $14.6B
% of all portfolios: 0.015%
Grand Portfolio weight change: +0.001%
Number of holders: 761
Number of buys: 321
Number of sells: -390
Average Value change %: 0%
Average buys %: +0.002%
Average sells %: -0.002%

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of WATSCO INC - Common Stock (WSO)

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
Capital International Investors	10.6%		$1.49B		3.69M		Capital International Investors	Oct 31, 2025
FMR LLC	8.9%		$1.5B		3.11M		FMR LLC	Jun 30, 2025

Institutional Holders of WATSCO INC - Common Stock (WSO)

Period	Reported Shares, Excl. Options	Value, Excl. Options	Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q3	36M	$14.6B	+$538M	28.8M	23.8M	$404.30	761
2025 Q2	34.6M	$15.3B	-$227M	19.5M	27.8M	$441.62	796
2025 Q1	35.1M	$17.8B	+$150M	15M	45.1M	$508.30	829
2024 Q4	35.2M	$16.7B	+$50.8M	38.4M	22.8M	$473.89	808
2024 Q3	35M	$17.2B	-$416M	68.5M	45.3M	$491.88	775
2024 Q2	36M	$16.7B	+$75M	36M	40.9M	$463.24	766
2024 Q1	35.8M	$15.4B	+$89.1M	65.8M	72.9M	$431.97	734
2023 Q4	923K	$395M	-$26.5M			$428.47	8
2023 Q3	35.5M	$13.4B	+$286M	126M	62.7M	$377.72	670
2023 Q2	34.8M	$13.3B	+$276M	163M	41.9M	$381.47	665
2023 Q1	34.2M	$10.9B	+$160M	129M	20.2M	$318.16	596
2022 Q4	33.3M	$8.29B	+$209M	9.35M	11.8M	$249.40	552
2022 Q3	31.6M	$8.13B	+$203M	6.23M	13.2M	$257.46	518
2022 Q2	31M	$7.41B	+$341M	15.2M	9.15M	$238.82	494
2022 Q1	29.6M	$9.01B	+$97M	9.57M	16.1M	$304.64	479
2021 Q4	30.2M	$9.44B	-$3.22M	11M	17.4M	$312.88	507
2021 Q3	30.2M	$7.99B	-$23.8M	15.4M	15.6M	$264.62	467
2021 Q2	30.2M	$8.67B	-$4.1M	4.13M	17.7M	$286.64	463
2021 Q1	30.3M	$7.9B	-$57.3M	2.11M	8.89M	$260.75	456
2020 Q4	30.8M	$6.99B	-$78.1M	1.29M	22.3M	$226.55	432
2020 Q3	31.2M	$7.25B	-$189M	3.24M	44.3M	$232.89	427
2020 Q2	31.9M	$5.67B	+$152M	6.75M	7.39M	$177.70	377
2020 Q1	30.4M	$4.8B	-$21.3M	6.2M	6.23M	$158.03	361
2019 Q4	30.7M	$5.54B	+$70.7M	4.11M	6.68M	$180.15	376
2019 Q3	30.6M	$5.17B	+$134M	5.79M	7.32M	$169.18	366
2019 Q2	29.8M	$4.87B	+$106M	7.95M	12.3M	$163.53	376
2019 Q1	29.7M	$4.26B	+$38M	7.53M	5.86M	$143.21	359
2018 Q4	29.4M	$4.09B	-$184M	4.74M	3.63M	$139.14	337
2018 Q3	30.6M	$5.44B	-$136M	6.61M	5.58M	$178.10	356
2018 Q2	31.3M	$5.58B	+$234M	8.01M	7.04M	$178.28	348
2018 Q1	30.9M	$5.59B	+$153M	5.81M	4.47M	$180.97	339
2017 Q4	30.3M	$5.15B	+$76.6M	901K	5.17M	$170.04	337
2017 Q3	29.7M	$4.78B	+$52.8M	3.67M	3.9M	$161.07	290
2017 Q2	29.4M	$4.54B	+$166M	10.7M	5.72M	$154.20	290
2017 Q1	28.4M	$4.07B	+$908M	7.66M	3.27M	$143.18	304
2016 Q4	24.1M	$3.57B	+$24.8M	3.39M	4.21M	$148.12	284
2016 Q3	24M	$3.38B	-$8.39M	1.33M	1.13M	$140.90	271
2016 Q2	23.9M	$3.36B	+$7.36M	1.73M	3.66M	$140.69	265
2016 Q1	24M	$3.23B	+$58.3M	1.43M	5.16M	$134.74	255
2015 Q4	23.6M	$2.76B	+$1.57M	668K	3.49M	$117.13	245
2015 Q3	23.5M	$2.78B	-$44.8M	450K	2.49M	$118.48	228
2015 Q2	23.7M	$2.93B	-$37.2M	1.71M	2.5M	$123.74	217
2015 Q1	24.4M	$3.06B	-$6.97M	1.39M	2.63M	$125.70	195
2014 Q4	23.8M	$2.54B	+$49.8M	3.13M	3.1M	$107.00	186
2014 Q3	24.1M	$2.08B	-$8.19M	4.24M	3.28M	$86.18	187
2014 Q2	24M	$2.46B	+$39.1M	2.26M	1.73M	$102.76	200
2014 Q1	24M	$2.4B	+$62.5M	1.92M	740K	$99.91	199