WSO: Watsco Inc insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
791 institutions reported holding $15.67B of Watsco Inc on Form 13F (772 the quarter before). 90 opened a new position and 70 sold out. Shares held by institutions: same.
| Largest holders | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 4,192,919 | $1.75B |
| Capital International Investors | 3,485,525 | $1.45B |
| Capital Research Global Investors | 1,902,230 | $792.71M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,770,531 | $737.83M |
| FMR LLC | 1,705,273 | $710.64M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,579,210 | $658.10M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,459,768 | $607.86M |
| STATE STREET CORP | 1,323,011 | $551.34M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,134,361 | $472.72M |
| BAILLIE GIFFORD & CO | 1,129,536 | $470.71M |
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