WSONYSEWholesale-Hardware & Plumbing & Heating Equipment & SuppliesFiscal year ends December 31Also trades as WSO.B
WATSCO INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$294.00−1.91 (-0.65%)
Close on Oct 19, 2026
- Market cap
- $11.23B
- P/E (TTM)
- 25.3
- Dividend yield
- 3.98%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
38M of 36M shares
Institutional holders
782
95 new, 71 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 | 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 | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,192,919 | 11.78% | $1.75B | +102,864 | 0.03% |
| Capital International Investors | 3,485,525 | 9.79% | $1.45B | +8,294 | 0.30% |
| Capital Research Global Investors | 1,902,230 | 5.35% | $792.71M | +3,627 | 0.11% |
| Vanguard Portfolio Management LLC | 1,770,531 | 4.97% | $737.83M | +19,477 | 0.03% |
| FMR LLC | 1,705,273 | 4.79% | $710.64M | −185,049 | 0.03% |
| Vanguard Capital Management LLC | 1,579,210 | 4.44% | $658.10M | +11,711 | 0.01% |
| Charles Schwab Investment Management Inc | 1,459,768 | 4.10% | $607.86M | +119,367 | 0.08% |
| State Street Corp | 1,323,011 | 3.72% | $551.34M | +49,070 | 0.02% |
| Kayne Anderson Rudnick Investment Management LLC | 1,134,361 | 3.19% | $472.72M | −194,844 | 1.47% |
| Baillie Gifford & Co | 1,129,536 | 3.17% | $470.71M | −7,722 | 0.43% |
| Morgan Stanley | 902,406 | 2.54% | $376.06M | +11,414 | 0.02% |
| Geode Capital Management, LLC | 659,265 | 1.85% | $274.19M | +5,235 | 0.01% |
| Markel Group Inc. | 597,750 | 1.68% | $249.10M | +15,581 | 1.90% |
| Blair William & Co/Il | 564,024 | 1.58% | $235.05M | −18,676 | 0.61% |
| DAVENPORT & Co LLC | 530,366 | 1.49% | $220.06M | −14,912 | 1.08% |
| Wells Fargo & Company/Mn | 398,839 | 1.12% | $166.21M | −22,349 | 0.03% |
| Raymond James Financial Inc | 386,397 | 1.09% | $161.02M | −40,508 | 0.04% |
| UBS Group AG | 360,182 | 1.01% | $150.10M | −2,945 | 0.02% |
| Norges Bank | 340,450 | 0.96% | $141.88M | New | 0.01% |
| Capital World Investors | 339,018 | 0.95% | $141.28M | – | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 782 | 38M | 100.0% | 95 / 247 | 302 / 71 | 2M | 2M |
| Q1 2026 | 770 | 38M | 100.0% | 100 / 287 | 241 / 85 | 9M | 5M |
| Q4 2025 | 766 | 38M | 100.0% | 109 / 228 | 321 / 110 | 6M | 4M |
| Q3 2025 | 779 | 36M | 100.0% | 76 / 267 | 298 / 94 | 4M | 2M |
| Q2 2025 | 807 | 35M | 98.2% | 79 / 285 | 301 / 104 | 2M | 2M |
| Q1 2025 | 840 | 35M | 99.3% | 93 / 331 | 283 / 62 | 2M | 1M |
| Q4 2024 | 822 | 35M | 99.4% | 108 / 273 | 307 / 65 | 2M | 2M |
| Q3 2024 | 789 | 36M | 100.0% | 87 / 295 | 291 / 65 | 6M | 2M |
| Q2 2024 | 777 | 37M | 100.0% | 107 / 241 | 327 / 66 | 2M | 3M |
| Q1 2024 | 746 | 37M | 100.0% | 81 / 270 | 282 / 55 | 3M | 3M |
| Q4 2023 | 727 | 37M | 100.0% | 121 / 249 | 260 / 66 | 3M | 3M |
| Q3 2023 | 682 | 36M | 100.0% | 79 / 224 | 262 / 65 | 3M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WSO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Washington Mutual Investors Fund | 1,789,161 | 5.03% | $553.39M | 0.25% | Jul 31, 2026 |
| American Mutual Fund | 1,548,543 | 4.35% | $478.96M | 0.41% | Jul 31, 2026 |
| iShares Core S&P Mid-Cap ETF | 1,197,960 | 3.37% | $499.23M | 0.40% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,111,257 | 3.12% | $463.09M | 0.02% | Jun 30, 2026 |
| Schwab U.S. Dividend Equity ETF | 833,804 | 2.34% | $306.09M | 0.32% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 802,543 | 2.26% | $334.44M | 0.18% | Jun 30, 2026 |
| Vanguard U.S. Growth Fund | 617,173 | 1.73% | $226.56M | 0.48% | May 31, 2026 |
| Capital Income Builder | 576,685 | 1.62% | $178.37M | 0.14% | Jul 31, 2026 |
| iShares Select Dividend ETF | 564,989 | 1.59% | $174.75M | 0.74% | Jul 31, 2026 |
| American Funds Fundamental Investors | 466,541 | 1.31% | $194.42M | 0.11% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 462,721 | 1.30% | $192.83M | 0.41% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 401,444 | 1.13% | $167.29M | 0.17% | Jun 30, 2026 |
| Income Fund of America | 339,018 | 0.95% | $104.86M | 0.07% | Jul 31, 2026 |
| Growth-Income Fund | 236,084 | 0.66% | $98.38M | 0.21% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 200,000 | 0.56% | $83.35M | 0.09% | 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 | % of shares | Latest filing |
|---|---|---|---|---|
| Aaron J. Nahmad | President, Director | 83,341 | 0.23% | Mar 13, 2026 |
| Barry S. Logan | Executive Vice President, Director | 144,839 | 0.41% | Mar 13, 2026 |
| Albert H. Nahmad | Chairman and CEO, Director | 2,944,864 | 8.27% | Mar 13, 2026 |
| Ana M. Menendez | CFO / Treasurer | 46,440 | 0.13% | Mar 13, 2026 |
| John Michael Custer | Director | 3,552 | 0.01% | Jan 16, 2026 |
| Valerie Schimel | Director | 82,988 | 0.23% | Jan 16, 2026 |
| Ana Lopez-Blazquez | Director | 293 | 0.00% | Jan 16, 2026 |
| Cesar L. Alvarez | Director | 400 | 0.00% | Jan 16, 2026 |
| Gary L. Tapella | Director | 8,161 | 0.02% | Jan 16, 2026 |
| Denise Dickins | Director | 21,638 | 0.06% | 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.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| L. Alvarez Cesar Director | Mar 5, 2025 | 2,100 | $1.05M | Mar 5, 2025 | Exercise of options under a registered plan |
| S. Logan Barry Officer | Dec 18, 2024 | 10,998 | $5.59M | Dec 18, 2024 | Vesting Restricted stock |
| Rubin Steven 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 |
| L. Alvarez Cesar Director | Dec 12, 2023 | 5,000 | $2.06M | Dec 12, 2023 | Exercise of options under a registered plan |
| L. Alvarez Cesar Director | May 22, 2023 | 4,000 | $1.33M | May 22, 2023 | Exercise of Options under an S-8 Issuer Registered Plan |