SEC ownership of WATSCO INC

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000105016.

Comparable stake leader

Capital International Investors

Disclosed value leader

Capital International Investors

Comparable rows

50/50

Latest evidence

31 Mar 2026

Top shareholders Insider holders Latest transactions

Public ticker: WSO, WSO-B on NYSE
Parsed ownership sources: 13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
Largest SEC-reported holder: Capital International Investors
Ranking: Comparable ownership first, then disclosed value
Comparable ownership rows: 50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder: Capital International Investors
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date: 31 Mar 2026
Freshness: Most recent filing date in this holder set
Issuer CIK: 0000105016
Issuer location: Coconut Grove, FL

Ownership snapshot

Top shareholders of WATSCO INC (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader

Capital International Inv...

Disclosed value leader

Capital International Inv...

Comparable rows

50/50

Latest evidence

31 Mar 2026

13D/G 13F 3/4/5 Lead comparable stake: 10% 13D/G row: Capital International Investors Showing 1-8 of 50 holder rows.

Quick read

Capital International Investors leads the comparable SEC ownership view at 10%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Capital International Investors's linked filing trail.

Comparable ownership Top 5

Capital International Investors 10%

FMR LLC 5.6%

Capital Research Global Investors 5.4%

VANGUARD CAPITAL MANAGEMENT LLC 5.2%

VANGUARD PORTFOLIO MANAGEMENT LLC 5%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
Capital International Investors	13D/G 13F Company 13D/G 13F	10%	$1,331,118,435 3,540,962 shares	-$437,490,433	31 Mar 2026
FMR LLC	13F 13D/G Company 13F 13D/G	5.6% from 13D/G	$687,680,419 1,890,322 shares	—	31 Mar 2026
Capital Research Global Investors	13D/G 13F Company 13D/G 13F	5.4%	$713,722,840 1,898,603 shares	$0	31 Mar 2026
VANGUARD CAPITAL MANAGEMENT LLC	13D/G 13F Vanguard Capital Management · Company 13D/G 13F	5.2%	$664,850,963 1,827,568 shares	$0	31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC	13D/G 13F Vanguard Portfolio Management · Company 13D/G 13F	5%	$638,548,218 1,755,266 shares	$0	31 Mar 2026
Denise Dickins	3/4/5 Director 3/4/5	0.06%	$7,290,928 21,638 shares	—	31 Dec 2025
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13F Company 13F	3.8%	$487,195,543 1,340,401 shares	—	31 Mar 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	13F Company 13F	3.8%	$483,551,523 1,329,205 shares	—	31 Mar 2026

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 03 Aug 2025.

Buys

Insiders: 0

Sells

Insiders: 0

Net

Shares: 0

Window

Last 12 months

4 rolling buckets

Buy value Sell value

Shares: 0 Shares: 0

Window (months)	Buy value	Sell value	Net value
0-3	$0	$0	$0
3-6	$0	$0	$0
6-9	$0	$0	$0
9-12	$0	$0	$0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-14 of 14 reporting-owner rows connected to WATSCO INC. Open a relationship link for the CIK-to-CIK filing trail.

Rows

Largest Forms 3/4/5 holder

Albert H. Nahmad

Net 12M change

Latest report

11 Mar 2026

Name	Relationship	Holdings Value	Valuation	Report Date
Albert H. Nahmad	Chairman and CEO, Director	$124,519,497	Mixed	11 Mar 2026
Aaron J. Nahmad	President, Director	$110,426,564	Mixed	11 Mar 2026
Barry S. Logan	Executive Vice President, Director	$51,835,951	Mixed	11 Mar 2026
Valerie Schimel	Director	$34,617,696	Mixed	31 Dec 2025
Ana M. Menendez	CFO / Treasurer	$19,340,573	Mixed	11 Mar 2026
Bob L. Moss	Director	$16,163,728	Mixed	31 Dec 2022
Denise Dickins	Director	$7,290,928	Mixed	31 Dec 2025
Steven Rubin	Director	$1,913,882	Mixed	31 Dec 2023
J. Michael Custer	Director	$1,870,747	Mixed	31 Dec 2025
Gary L. Tapella	Director	$892,247	Mixed	31 Dec 2025
Ana Lopez-Blazquez	Director	$772,626	Mixed	31 Dec 2025
Cesar L. Alvarez	Director	$640,205	Mixed	31 Dec 2025
John A. Macdonald	Director	$433,626	Mixed	09 May 2024
Brian E. Keeley	Director		Mixed	23 Mar 2022

Recent insider transactions for WATSCO INC

Showing up to 300 recent insider transactions from the last 12 months.

Insider	Symbol	Class	Transaction	%	Shares	Shares owned	Date	Ownership
Ana M. Menendez	WSO	Common stock	Other	1.61%	25	1,573	11 Mar 2026	See footnote
Barry S. Logan	WSO	Common stock	Other	1.07%	19	1,802	11 Mar 2026	See footnote
Aaron J. Nahmad	WSO	Common stock	Other	4.99%	25	526	11 Mar 2026	See footnote
Albert H. Nahmad	WSO	Common stock	Other	37.3%	25	92	11 Mar 2026	See footnote
Aaron J. Nahmad	WSO	Class B Common stock	Award	4.78%	13,955	305,993	07 Jan 2026	Direct
Ana Lopez-Blazquez	WSO	Common stock	Tax liability	-70.7%	-707	293	12 Dec 2025	Direct
Ana Lopez-Blazquez	WSO	Common stock	Options Exercise		1,000	0	12 Dec 2025	Direct
Ana Lopez-Blazquez	WSO	Stock Option (right to buy)	Options Exercise	-100%	-1,000	0	12 Dec 2025	Direct
Denise Dickins	WSO	Common stock	Gift	-1.23%	-269	21,638	05 Dec 2025	Direct

^* marks a reported price that did not pass the local price check.