Watsco Inc (WSO.B) shareholders
WSO.BNYSEWholesale-Hardware & Plumbing & Heating Equipment & SuppliesFiscal year ends December 31Also trades as WSO
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026Score 15/3029% above fair value
$284.20+0.00 (0.00%)
Close on Oct 29, 2026Market cap $11.72BP/E 24.5Yield 4.12%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
0M
Shares held, 13F filers
Institutional holders
12
2 new, 2 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,785,198 | 10.90% | 13G (passive) amendment | Sep 30, 2024 |
| Capital International Investors | 3,540,962 | 10.10% | 13G (passive) amendment | Mar 31, 2026 |
| FMR LLC Joint filing with Abigail P. Johnson (5.60%) | 1,966,899 | 5.60% | 13G (passive) amendment | Dec 31, 2025 |
| Capital Research Global Investors | 1,898,603 | 5.40% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 1,827,568 | 5.22% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 1,755,266 | 5.02% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WSO.B | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 10,265 | – | $3.59M | – | 0.00% |
| Gabelli Funds LLC | 7,800 | – | $2.73M | – | 0.02% |
| FAS Wealth Partners, Inc. | 2,163 | – | $893.64K | – | 0.05% |
| Goldman Sachs Group Inc | 1,354 | – | $559.41K | −14 | 0.00% |
| Df Dent & Co Inc | 1,245 | – | $514.37K | – | 0.01% |
| Modern Wealth Management, LLC | 868 | – | $358.61K | New | 0.00% |
| Morgan Stanley | 589 | – | $243.45K | – | 0.00% |
| Beacon Pointe Advisors, LLC | 553 | – | $228.38K | New | 0.00% |
| Crews Bank & Trust | 500 | – | $206.58K | −150 | 0.03% |
| UMB Bank, n.a. | 332 | – | $116.20K | – | 0.00% |
| Tower Research Capital LLC (TRC) | 10 | – | $3.50K | −1 | 0.00% |
| BlackRock, Inc. | 1 | – | $413 | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | 0M | 2 / 0 | 3 / 2 | 0M | 0M |
| Q1 2026 | 12 | 0M | 3 / 0 | 4 / 0 | 0M | 0M |
| Q4 2025 | 9 | 0M | 0 / 1 | 3 / 3 | 0M | 0M |
| Q3 2025 | 12 | 0M | 1 / 2 | 2 / 1 | 0M | 0M |
| Q2 2025 | 12 | 0M | 3 / 2 | 0 / 1 | 0M | 0M |
| Q1 2025 | 10 | 0M | 0 / 2 | 1 / 3 | 0M | 0M |
| Q4 2024 | 13 | 0M | 3 / 1 | 2 / 0 | 0M | 0M |
| Q3 2024 | 10 | 0M | 2 / 0 | 3 / 0 | 0M | 0M |
| Q2 2024 | 9 | 0M | 0 / 2 | 3 / 3 | 0M | 0M |
| Q1 2024 | 12 | 0M | 2 / 3 | 2 / 1 | 0M | 0M |
| Q4 2023 | 11 | 0M | 2 / 2 | 1 / 0 | 0M | 0M |
| Q3 2023 | 9 | 0M | 1 / 1 | 2 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
6 funds held WSO.B in Q2 2026, 10% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of WSO.B | Value | % of fund | As of |
|---|---|---|---|---|---|
| The Gabelli Small Cap Growth Fund | 7,800 | – | $3.31M | 0.17% | Jun 30, 2026 |
| U.S. Core Equity 2 Portfolio | 4,958 | – | $1.60M | 0.00% | Jul 31, 2026 |
| U.S. Core Equity 1 Portfolio | 2,268 | – | $729.75K | 0.00% | Jul 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 1,750 | – | $563.08K | 0.00% | Jul 31, 2026 |
| U.S. Vector Equity Portfolio | 1,205 | – | $387.72K | 0.01% | Jul 31, 2026 |
| AZL DFA U.S. Core Equity Fund | 84 | – | $34.70K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Aaron J. Nahmad | President, Director | 83,341 | Mar 13, 2026 |
| Barry S. Logan | Executive Vice President, Director | 144,839 | Mar 13, 2026 |
| Albert H. Nahmad | Chairman and CEO, Director | 2,944,864 | Mar 13, 2026 |
| Ana M. Menendez | CFO / Treasurer | 46,440 | Mar 13, 2026 |
| John Michael Custer | Director | 3,552 | Jan 16, 2026 |
| Valerie Schimel | Director | 82,988 | Jan 16, 2026 |
| Ana Lopez-Blazquez | Director | 293 | Jan 16, 2026 |
| Cesar L. Alvarez | Director | 400 | Jan 16, 2026 |
| Gary L. Tapella | Director | 8,161 | Jan 16, 2026 |
| Denise Dickins | Director | 21,638 | Jan 16, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Barry S. Logan Executive Vice President, Director | Mar 11, 2026 | Other | +19 | $336.95 | $6.40K | 1,802 |
| Albert H. Nahmad Chairman and CEO, Director | Mar 11, 2026 | Other | +25 | $336.95 | $8.42K | 92 |
| Aaron J. Nahmad President, Director | Mar 11, 2026 | Other | +25 | $336.95 | $8.42K | 526 |
| Ana M. Menendez CFO / Treasurer | Mar 11, 2026 | Other | +25 | $336.95 | $8.42K | 1,573 |
| Ana Lopez-Blazquez Director | Dec 12, 2025 | Tax withholding | −707 | $354.61 | $250.71K | 293 |
| Ana Lopez-Blazquez Director | Dec 12, 2025 | Option exercise | +1,000 | $250.84 | $250.84K | 0 |
| Denise Dickins Director | Dec 5, 2025 | Gift | −269 | – | – | 21,638 |
| John Michael Custer Director | Jun 10, 2025 | Sale | −2,200 | $448.27 | $986.19K | 3,552 |
| Denise Dickins Director | May 15, 2025 | Gift | −191 | – | – | 21,907 |
| Denise Dickins Director | May 12, 2025 | Option exercise | +4,500 | $175.07 | $787.82K | 0 |
| Denise Dickins Director | May 12, 2025 | Tax withholding | −1,624 | $484.84 | $787.38K | 2,876 |
| Aaron J. Nahmad President, Director | Mar 13, 2025 | Other | +18 | $473.89 | $8.53K | 501 |
| Ana M. Menendez CFO / Treasurer | Mar 13, 2025 | Other | +18 | $473.89 | $8.53K | 1,548 |
| Albert H. Nahmad Chairman and CEO, Director | Mar 13, 2025 | Other | +18 | $473.89 | $8.53K | 67 |
| Barry S. Logan Executive Vice President, Director | Mar 13, 2025 | Other | +13 | $473.89 | $6.16K | 1,783 |
| Cesar L. Alvarez Director | Mar 5, 2025 | Option exercise | +400 | $175.07 | $70.03K | 400 |
| Cesar L. Alvarez Director | Mar 5, 2025 | Sale | −1,421 | $500.00 | $710.50K | 0 |
| Cesar L. Alvarez Director | Mar 5, 2025 | Option exercise | +1,421 | $175.07 | $248.77K | 0 |
| Cesar L. Alvarez Director | Mar 5, 2025 | Sale | −679 | $498.92 | $338.77K | 0 |
| Cesar L. Alvarez Director | Mar 5, 2025 | Option exercise | +679 | $175.07 | $118.87K | 0 |
| Barry S. Logan Executive Vice President, Director | Dec 18, 2024 | Sale | −10,998 | $508.21 | $5.59M | 0 |
| Barry S. Logan Executive Vice President, Director | Dec 14, 2024 | Tax withholding | −71,702 | $509.75 | $36.55M | 30,000 |
| Denise Dickins Director | Sep 3, 2024 | Gift | −60 | – | – | 19,222 |
| Denise Dickins Director | Aug 5, 2024 | Gift | −440 | – | – | 19,282 |
| John Michael Custer Director | Jun 6, 2024 | Option exercise | +1,666 | $260.28 | $433.63K | 1,666 |
| Barry S. Logan Executive Vice President, Director | May 10, 2024 | Sale | −774 | $473.85 | $366.76K | 1,770 |
| John Alexander Macdonald Director | May 9, 2024 | Option exercise | +3,334 | $260.28 | $867.77K | 0 |
| John Alexander Macdonald Director | May 9, 2024 | Sale | −1,000 | $465.43 | $465.43K | 0 |
| John Alexander Macdonald Director | May 9, 2024 | Option exercise | +1,000 | $165.61 | $165.61K | 0 |
| John Alexander Macdonald Director | May 9, 2024 | Sale | −647 | $466.78 | $302.01K | 0 |
| John Alexander Macdonald Director | May 9, 2024 | Sale | −2,682 | $465.75 | $1.25M | 0 |
| John Alexander Macdonald Director | May 9, 2024 | Sale | −1,000 | $468.94 | $468.94K | 1,000 |
| John Alexander Macdonald Director | May 9, 2024 | Sale | −5 | $467.83 | $2.34K | 0 |
| Denise Dickins Director | May 6, 2024 | Option exercise | +9,000 | $160.69 | $1.45M | 0 |
| Denise Dickins Director | May 6, 2024 | Tax withholding | −3,061 | $472.35 | $1.45M | 5,939 |
| Barry S. Logan Executive Vice President, Director | Mar 11, 2024 | Other | +18 | $428.47 | $7.71K | 2,544 |
| Ana M. Menendez CFO / Treasurer | Mar 11, 2024 | Other | +19 | $428.47 | $8.14K | 1,530 |
| Aaron J. Nahmad President, Director | Mar 11, 2024 | Other | +19 | $428.47 | $8.14K | 483 |
| Albert H. Nahmad Chairman and CEO, Director | Mar 11, 2024 | Other | +19 | $428.47 | $8.14K | 49 |
| Denise Dickins Director | Feb 26, 2024 | Gift | −202 | – | – | 13,783 |
| Cesar L. Alvarez Director | Dec 12, 2023 | Sale | −5,000 | $412.34 | $2.06M | 0 |
| Cesar L. Alvarez Director | Dec 12, 2023 | Option exercise | +5,000 | $160.69 | $803.45K | 0 |
| John Michael Custer Director | Jun 6, 2023 | Tax withholding | −1,257 | $345.02 | $433.69K | 410 |
| John Michael Custer Director | Jun 6, 2023 | Option exercise | +1,667 | $260.28 | $433.89K | 0 |
| Albert H. Nahmad Chairman and CEO, Director | Jun 5, 2023 | Gift | −1,494 | – | – | 0 |
| Cesar L. Alvarez Director | May 22, 2023 | Sale | −4,000 | $332.64 | $1.33M | 0 |
| Cesar L. Alvarez Director | May 22, 2023 | Option exercise | +4,000 | $185.12 | $740.48K | 0 |
| Aaron J. Nahmad President, Director | Mar 13, 2023 | Other | +30 | $249.40 | $7.48K | 464 |
| Ana M. Menendez CFO / Treasurer | Mar 13, 2023 | Other | +30 | $249.40 | $7.48K | 1,511 |
| Barry S. Logan Executive Vice President | Mar 13, 2023 | Other | +30 | $249.40 | $7.48K | 2,526 |
| Albert H. Nahmad Chairman and CEO, Director | Mar 13, 2023 | Other | +30 | $249.40 | $7.48K | 30 |
| Denise Dickins Director | Mar 3, 2023 | Option exercise | +6,000 | $185.12 | $1.11M | 0 |
| Denise Dickins Director | Mar 3, 2023 | Tax withholding | −3,536 | $314.03 | $1.11M | 2,464 |
| Denise Dickins Director | Feb 27, 2023 | Gift | −90 | – | – | 11,521 |
| John Michael Custer Director | Feb 27, 2023 | Tax withholding | −1,422 | $304.99 | $433.70K | 245 |
| John Michael Custer Director | Feb 27, 2023 | Option exercise | +2,500 | $175.07 | $437.68K | 0 |
| John Michael Custer Director | Feb 27, 2023 | Tax withholding | −1,435 | $304.99 | $437.66K | 1,065 |
| John Michael Custer Director | Feb 27, 2023 | Option exercise | +1,667 | $260.28 | $433.89K | 0 |
| John Michael Custer Director | Feb 27, 2023 | Option exercise | +5,000 | $160.69 | $803.45K | 0 |
| John Michael Custer Director | Feb 27, 2023 | Tax withholding | −2,634 | $304.99 | $803.34K | 2,366 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
0M shares short
Days to cover
2.9
At 0M shares a day
Change since last report
+229.2%
From 0M shares
Short volume, 20 days
77.8%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Watsco's stock actually held short. No settlement fails above the SEC's reporting threshold in the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Cesar L. Alvarez Director | Mar 5, 2025 | 2,100 | $1.05M | Mar 5, 2025 | Exercise of options under a registered plan |
| Barry S. Logan Officer | Dec 18, 2024 | 10,998 | $5.59M | Dec 18, 2024 | Vesting Restricted stock |
| Steven Rubin Director, Former Director | May 7, 2024 | 750 | $352.38K | May 7, 2024 | Stock option exercise |
| John Alexander Macdonald Director | May 6, 2024 | 5,334 | $2.52M | May 9, 2024 | Exercise of Options under registered plan |
| Cesar L. Alvarez Director | Dec 12, 2023 | 5,000 | $2.06M | Dec 12, 2023 | Exercise of options under a registered plan |
| Cesar L. Alvarez Director | May 22, 2023 | 4,000 | $1.33M | May 22, 2023 | Exercise of Options under an S-8 Issuer Registered Plan |