Institutional shares held 32.8 Million
63.1K calls
41.8K puts
Total value of holdings $13.8B
$26.7M calls
$17.7M puts
Market Cap $14B
33,206,900 Shares Out.
Institutional ownership 98.67%
# of Institutions 881


Latest Institutional Activity in WSO

Top Purchases

Q2 2025
Capital International Investors Shares Held: 272K ($115M)
Q2 2025
Norges Bank Shares Held: 192K ($81.2M)
Q2 2025
Donaldson Capital Management, LLC Shares Held: 84.5K ($35.7M)
Q2 2025
D. E. Shaw & Co., Inc. Shares Held: 90.5K ($38.2M)
Q2 2025
Twinbeech Capital LP Shares Held: 57.3K ($24.2M)

Top Sells

Q2 2025
Geode Capital Management, LLC Shares Held: 629K ($266M)
Q2 2025
Goldman Sachs Group Inc Shares Held: 345K ($146M)
Q2 2025
Wellington Management Group LLP Shares Held: 214K ($90.5M)
Q2 2025
Squarepoint Ops LLC Shares Held: 84.3K ($35.6M)
Q2 2025
Citadel Advisors LLC Shares Held: 212K ($89.8M)

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
7.07K Shares
From 6 Insiders
Exercise of conversion of derivative security 7K shares
Other acquisition or disposition 67 shares
Sell / Disposition
88.9K Shares
From 6 Insiders
Payment of exercise price or tax liability 73.3K shares
Bona fide gift 251 shares
Open market or private sale 15.3K shares

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