WATSCO INC - Common Stock (WSO)

Historical Holders from Q1 2014 to Q3 2025

Symbol: WSO on NYSE
Type / Class: Equity / Common Stock
Shares outstanding: 35M
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares, excl. options: 36M
Holdings value: $14.6B
% of all portfolios: 0.015%
Grand Portfolio weight change: +0.001%
Number of holders: 765
Number of buys: 323
Number of sells: -392
Average Value change %: 0%
Average buys %: +0.002%
Average sells %: -0.002%

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of WATSCO INC - Common Stock (WSO)

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
Capital International Investors	10.6%		$1.49B		3.69M		Capital International Investors	31 Oct 2025
FMR LLC	8.9%		$1.48B		3.11M		FMR LLC	30 Jun 2025

Institutional Holders of WATSCO INC - Common Stock (WSO)

Period	Reported Shares, Excl. Options	Value, Excl. Options	Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q3	36M	$14.6B	+$538M	28.8M	23.8M	$404.30	765
2025 Q2	34.6M	$15.3B	-$235M	19.5M	27.8M	$441.62	798
2025 Q1	35.2M	$17.9B	+$151M	15M	45.1M	$508.30	833
2024 Q4	35.2M	$16.7B	-$68.6M	38.4M	22.8M	$473.89	815
2024 Q3	35.3M	$17.4B	-$274M	68.5M	45.3M	$491.88	780
2024 Q2	35.9M	$16.7B	-$91.4M	36M	40.9M	$463.24	769
2024 Q1	36.1M	$15.6B	+$208M	65.8M	72.9M	$431.97	737
2023 Q4	35.6M	$15.2B	-$334M	65.8M	115M	$428.47	722
2023 Q3	36.2M	$13.6B	+$308M	126M	62.7M	$377.72	679
2023 Q2	35.5M	$13.5B	+$370M	163M	41.9M	$381.47	673
2023 Q1	34.6M	$11B	+$153M	129M	20.2M	$318.16	605
2022 Q4	34.2M	$8.53B	+$220M	9.35M	11.8M	$249.40	560
2022 Q3	33.4M	$8.59B	+$212M	6.23M	13.2M	$257.46	531
2022 Q2	32.4M	$7.74B	+$343M	17.2M	8.26M	$238.82	503
2022 Q1	31.1M	$9.47B	+$101M	9.57M	16.1M	$304.64	489
2021 Q4	30.7M	$9.61B	+$21M	11M	17.4M	$312.88	515
2021 Q3	30.7M	$8.12B	-$10.4M	15.4M	15.6M	$264.62	470
2021 Q2	30.7M	$8.8B	-$10.8M	4.13M	17.7M	$286.64	468
2021 Q1	31M	$8.09B	-$53.2M	2.11M	8.89M	$260.75	459
2020 Q4	30.9M	$7B	-$77.1M	1.29M	22.3M	$226.55	435
2020 Q3	31.2M	$7.27B	-$189M	3.24M	44.3M	$232.89	431
2020 Q2	31.9M	$5.67B	+$151M	6.75M	7.39M	$177.70	379
2020 Q1	31.2M	$4.94B	-$2.78M	6.2M	6.23M	$158.03	365
2019 Q4	31M	$5.58B	+$69.2M	4.11M	6.68M	$180.15	381
2019 Q3	30.6M	$5.17B	+$134M	5.79M	7.32M	$169.18	367
2019 Q2	29.8M	$4.87B	+$50.4M	7.95M	12.3M	$163.53	378
2019 Q1	29.7M	$4.26B	+$36.4M	7.53M	5.86M	$143.21	361
2018 Q4	29.4M	$4.1B	-$186M	4.74M	3.63M	$139.14	340
2018 Q3	30.6M	$5.44B	-$140M	6.61M	5.58M	$178.10	357
2018 Q2	31.4M	$5.59B	+$173M	8.01M	7.04M	$178.28	352
2018 Q1	31M	$5.6B	+$153M	5.81M	4.47M	$180.97	342
2017 Q4	30.3M	$5.15B	+$81.3M	901K	5.17M	$170.04	339
2017 Q3	29.7M	$4.79B	+$52.6M	3.67M	3.9M	$161.07	293
2017 Q2	29.4M	$4.54B	+$180M	10.7M	5.72M	$154.20	292
2017 Q1	28.4M	$4.07B	+$908M	7.66M	3.27M	$143.18	306
2016 Q4	24.1M	$3.57B	+$24.8M	3.39M	4.21M	$148.12	284
2016 Q3	24M	$3.38B	-$8.71M	1.33M	1.13M	$140.90	271
2016 Q2	24M	$3.38B	+$3.41M	1.73M	3.66M	$140.69	268
2016 Q1	24M	$3.24B	+$53.7M	1.43M	5.16M	$134.74	256
2015 Q4	23.7M	$2.77B	+$3.24M	668K	3.49M	$117.13	246
2015 Q3	23.6M	$2.8B	-$68.1M	450K	2.49M	$118.48	231
2015 Q2	24.2M	$3B	-$34.3M	1.71M	2.5M	$123.74	220
2015 Q1	24.5M	$3.07B	-$5.58M	1.39M	2.63M	$125.70	198
2014 Q4	24.6M	$2.63B	+$54.9M	3.13M	3.1M	$107.00	189
2014 Q3	24.1M	$2.08B	-$8.19M	4.24M	3.28M	$86.18	187
2014 Q2	24M	$2.46B	-$31.9M	2.26M	1.73M	$102.76	199
2014 Q1	24M	$2.4B	+$64.2M	1.92M	740K	$99.91	198