Watsco, Inc. WSO

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319.52 USD +7.83 (+2.51%)

At closeNov 4, 2026, 5:05 PM EST

319.52 0.00 0.00%

After hours · Nov 4, 5:05 PM ET

316.57 Day range 328.53
277.34 52-week range 459.00
YTD
-5.17%
1 year
-10.83%

Held by funds

243 US ETFs and mutual funds hold WSO · largest positions

Funds holding WSO, by value held
FundValue heldWeight in fund
NJH $502.29M0.43%
IJH $401.08M0.32%
VTI $342.74M0.01%
SCHD $317.47M0.26%
VB $242.51M0.14%
DJJ $207.83M0.93%
DVY $179.08M0.76%
VWUSX $142.64M0.32%
VXF $121.33M0.13%
MDY $83.26M0.32%
VBR $78.91M0.12%
NJJ $75.02M0.89%
VBK $67.49M0.15%
VIG $60.95M0.05%
SPMD $60.82M0.32%
FGRIX $57.67M0.40%
IJJ $56.50M0.64%
FEQIX $52.56M0.46%
NIZ $50.64M0.09%
FSMAX $48.06M0.13%

Ownership

Held by insiders 0.43%
Held by institutions 108.79%
Float held by institutions 109.26%
Institutions 1,052

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Blackrock Inc.11.65%4,192,9191.34BJun 29, 2026
Capital International Investors9.69%3,485,5251.11BJun 29, 2026
Capital Research Global Investors5.29%1,902,230607.48MJun 29, 2026
Vanguard Portfolio Management LLC4.92%1,770,531565.42MJun 29, 2026
FMR, LLC4.74%1,705,273544.58MJun 29, 2026
Vanguard Capital Management LLC4.39%1,579,210504.32MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
WASHINGTON MUTUAL INVESTORS FUND4.97%1,789,161571.37MSep 29, 2026
AMERICAN MUTUAL FUND4.30%1,548,543494.53MSep 29, 2026
iShares Trust-iShares Core S&P Mid-Cap ETF3.52%1,267,684404.83MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.09%1,111,257354.88MJun 29, 2026
SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF2.66%955,696305.20MAug 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.23%802,543256.29MJun 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