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Watsco, Inc. WSO

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304.34 USD -6.80 (-2.19%)

At closeNov 6, 2026, 4:05 PM EST

304.34 0.00 0.00%

After hours · Nov 6, 4:05 PM ET

300.40 Day range 308.60
279.90 52-week range 456.86
YTD
-9.68%
1 year
-13.33%

Held by funds

237 US ETFs and mutual funds hold WSO · largest positions

Funds holding WSO, by value held
FundValue heldWeight in fund
NJH $502.29M0.43%
IJH $400.81M0.33%
VTI $342.74M0.01%
SCHD $316.28M0.26%
VB $242.51M0.14%
DJJ $207.83M0.93%
DVY $178.83M0.76%
VWUSX $142.64M0.32%
VXF $121.33M0.13%
MDY $84.54M0.33%
VBR $78.91M0.12%
NJJ $75.02M0.89%
VBK $67.49M0.15%
VIG $60.95M0.05%
SPMD $60.79M0.33%
FGRIX $57.67M0.40%
IJJ $56.40M0.66%
FEQIX $52.56M0.46%
NIZ $50.64M0.09%
FSMAX $48.06M0.13%

Ownership

Held by insiders 0.43%
Held by institutions 108.56%
Float held by institutions 109.03%
Institutions 1,051

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Blackrock Inc.11.65%4,192,9191.28BJun 29, 2026
Capital International Investors9.69%3,485,5251.06BJun 29, 2026
Capital Research Global Investors5.29%1,902,230578.88MJun 29, 2026
Vanguard Portfolio Management LLC4.92%1,770,531538.80MJun 29, 2026
FMR, LLC4.74%1,705,273518.94MJun 29, 2026
Vanguard Capital Management LLC4.39%1,579,210480.58MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
WASHINGTON MUTUAL INVESTORS FUND4.97%1,789,161544.47MSep 29, 2026
AMERICAN MUTUAL FUND4.30%1,548,543471.24MSep 29, 2026
iShares Trust-iShares Core S&P Mid-Cap ETF3.52%1,267,684385.78MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.09%1,111,257338.17MJun 29, 2026
SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF2.66%955,696290.83MAug 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.23%802,543244.23MJun 29, 2026
WSO insiders
InsiderRelationLatest transactionDateShares held
ALVAREZ CESAR LICINIODirectorSaleMar 4, 2025400
CUSTER JOHN MICHAELDirectorSaleJun 9, 20253,552
DICKINS VEITCH DENISE EDirectorStock GiftDec 4, 202521,638
LOGAN BARRY SOfficer and DirectorStock Award(Grant)Oct 8, 202635,375
LOPEZ-BLAZQUEZ ANADirectorConversion of Exercise of derivative securityDec 11, 2025293
NAHMAD AARON JPresidentStock Award(Grant)Oct 8, 202619,162