Watsco, Inc. WSO

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Price alert · WSO

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316.71 USD +13.15 +4.33%

At close · Nov 2

316.71 0.00 0.00%

After hours · Nov 2, 6:40 PM ET

Bid
316.15 × 40
Ask
317.89 × 80
304.08 Day range 317.32
277.34 52-week range 459.00
YTD
-6.01%
1 year
-13.94%
Open
307.72
Prev close
303.56
Mkt cap
13.19B
Vol
809.17K
Avg vol
550.72K
EPS
12.51
P/E
25.32
Div yield
4.35%
More statistics
Low
304.08
High
317.32
Forward P/E
23.87
Beta
1.03
Short ratio
0.00
Inst. own
108.87%
Dividend
13.20
Ex-div date
Oct 15, 2026
Earnings
Feb 16, 2027
50-d avg
305.72
200-d avg
366.15
1y target
347.70

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Ownership

Held by insiders 0.43%
Held by institutions 108.87%
Float held by institutions 109.34%
Institutions 1,051

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Blackrock Inc.11.65%4,192,9191.33BJun 29, 2026
Capital International Investors9.69%3,485,5251.10BJun 29, 2026
Capital Research Global Investors5.29%1,902,230602.44MJun 29, 2026
Vanguard Portfolio Management LLC4.92%1,770,531560.73MJun 29, 2026
FMR, LLC4.74%1,705,273540.06MJun 29, 2026
Vanguard Capital Management LLC4.39%1,579,210500.14MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
WASHINGTON MUTUAL INVESTORS FUND4.97%1,789,161566.63MSep 29, 2026
AMERICAN MUTUAL FUND4.30%1,548,543490.42MSep 29, 2026
iShares Trust-iShares Core S&P Mid-Cap ETF3.52%1,267,684401.48MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.09%1,111,257351.94MJun 29, 2026
SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF2.66%955,696302.67MAug 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.23%802,543254.17MJun 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

Held by funds

246 US ETFs and mutual funds hold WSO · largest positions

Funds holding WSO, by value held
FundValue heldWeight in fund
NJH $502.29M0.43%
IJH $388.35M0.32%
VTI $342.74M0.01%
SCHD $308.03M0.25%
VB $242.51M0.14%
DJJ $207.83M0.93%
DVY $174.47M0.74%
VWUSX $142.64M0.32%
VXF $121.33M0.13%
MDY $79.48M0.31%
VBR $78.91M0.12%
NJJ $75.02M0.89%
VBK $67.49M0.15%
VIG $60.95M0.05%
SPMD $58.59M0.31%
FGRIX $57.67M0.40%
IJJ $55.19M0.63%
FEQIX $52.56M0.46%
NIZ $50.64M0.09%
FSMAX $48.06M0.13%