Institutional shares held 31.7 Million
92.1K calls
139K puts
Total value of holdings $15.5B
$44.9M calls
$67.9M puts
Market Cap $16.2B
33,206,900 Shares Out.
Institutional ownership 95.46%
# of Institutions 844


Latest Institutional Activity in WSO

Top Purchases

Q3 2024
International Assets Investment Management, LLC Shares Held: 234K ($114M)
Q3 2024
Benjamin Edwards Inc Shares Held: 107K ($52.4M)
Q3 2024
Vanguard Group Inc Shares Held: 3.57M ($1.74B)
Q3 2024
Qube Research & Technologies LTD Shares Held: 73.8K ($36M)
Q3 2024
Williams Jones Wealth Management, Llc. Shares Held: 128K ($62.3M)

Top Sells

Q3 2024
Citadel Advisors LLC Shares Held: 55.9K ($27.3M)
Q3 2024
Baillie Gifford & CO Shares Held: 1.23M ($602M)
Q3 2024
Baird Financial Group, Inc. Shares Held: 114K ($55.7M)
Q3 2024
Balyasny Asset Management LLC Shares Held: 17.2K ($8.41M)
Q3 2024
Capital World Investors Shares Held: 639K ($312M)

About WSO

Watsco, Inc., together with its subsidiaries, distributes air conditioning, heating, refrigeration equipment, and related parts and supplies. The company distributes equipment comprising residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment. It also offers parts, including replacement compressors, evaporator coils, motors, and other component parts; and supplies, such as thermostats, insulation materials, refrigerants, ductworks, grills, registers, sheet metals, tools, copper tubing, concrete pads, tapes, adhesives, and other ancillary supplies, as well as plumbing and bathroom remodeling supplies. The company serves contractors and dealers that service the replacement and new construction markets for residential and light commercial central air conditioning, heating, and refrigeration systems. As of December 31, 2021, it operated from 671 locations in the United States, Canada, Mexico, and Puerto Rico, as well as exports its products to Latin America and the Caribbean Basin. Watsco, Inc. was founded in 1945 and is headquartered in Miami, Florida.


Insider Transactions at WSO

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
15.1K Shares
From 7 Insiders
Exercise of conversion of derivative security 15K shares
Other acquisition or disposition 75 shares
Sell / Disposition
92.6K Shares
From 5 Insiders
Payment of exercise price or tax liability 74.8K shares
Bona fide gift 702 shares
Open market or private sale 17.1K shares

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