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Watsco, Inc.· WSO

🇺🇸 US · LargeSP400NYSE

Industrials Industrial - Distribution Website

Price: $311.69
Day: -1.59%
Mkt Cap: $12.98B
52W Range: $277.34 – $459.00
Volume: 494.8K
Beta: 1.03

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Holdings sentiment: 2.8 / 5 (Neutral), from 2 of 3 components
Institutions Q2 2026: 797 institutions hold; 344 added, 306 reduced

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Holdings Sentiment

WSO Holdings Sentiment Score

A weighted 1-5 sentiment score across insider, institutional, and fund activity.

Holdings Sentiment

2.8/5

Neutral

Weighted across 3 components

Component Breakdown (2 of 3 available)

Insider Activity

40% weight

No data

Institutional Flow

50% weight

-16

Fund Flow

10% weight

+25

Overall Holdings sentiment of 2.8/5 (Neutral) based on a weighted combination of 2 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores mean holder activity reads more positive: more buying, or less selling than the stock's usual pace.Last updated November 3, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for WSO

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock.

No Data

No recent insider signal

Most recent insider filing was Q2 2025.

Notable Recent Transactions, WSO

Top 3 highest-value insider trades from the last 8 quarters

Custer John Michael

Director

Sell

2,200 shares at $448.27

≈38.2% of their stake at the time

Jun 10, 2025$986.19K

ALVAREZ CESAR L

Director

Sell

1,421 shares at $500.00

≈100.0% of their stake at the time

Mar 5, 2025$710.50K

ALVAREZ CESAR L

Director

Sell

679 shares at $498.92

≈100.0% of their stake at the time

Mar 5, 2025$338.76K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for WSO

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

99.6% institutional ownership

Balanced activity: 438 adding vs 386 reducing

13F shares decreased by 1.8%, a modest change

Momentum weakening from prior quarter

+52

Net breadth

438 adding vs 386 reducing

Balanced

1.13

Add / reduce ratio

in Q2 2026

+14

New − closed

94 initiated, 80 exited

5 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+438 growing-386 shrinkingNet: +52

344

306

New (94)

Increased (344)

Reduced (306)

Closed (80)

Top Institutional Holders, WSO

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

4.2M

$1.7B

Ownership

11.01%

+2.2%

CAPITAL INTERNATIONAL INVESTORS

3.5M

$1.5B

Ownership

9.15%

-0.1%

CAPITAL RESEARCH GLOBAL INVESTORS

1.9M

$792.7M

Ownership

5.00%

-0.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.8M

$737.8M

Ownership

4.65%

+0.8%

FMR LLC

1.7M

$710.6M

Ownership

4.48%

-10.1%

VANGUARD CAPITAL MANAGEMENT LLC

1.6M

$658.1M

Ownership

4.15%

+0.4%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

1.5M

$607.9M

Ownership

3.83%

+8.6%

STATE STREET CORP

1.3M

$551.3M

Ownership

3.48%

+3.9%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q3 2026: 106 ETFs and mutual funds reporting

53 buying40 sellingNet: +13

Buying (53)

Unchanged (13)

Selling (40)

In total, funds bought 741.7K shares and sold 2.3M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bullish

Funds accumulating in Q3 2026

106 ETFs and mutual funds reporting

53 buying vs 40 selling (balanced)

Top Fund Holders, WSO

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

FIDELITY CONCORD STREET TRUST

297.1K

Weight

0.65%

Aug 31, 2026Decreased

Fidelity Rutland Square Trust II

140.5K

Weight

0.60%

Aug 31, 2026Increased

FIDELITY FINANCIAL TRUST

138.9K

Weight

38.51%

Aug 31, 2026Increased

Capital Group Dividend Growers ETF

94.4K

Weight

51.04%

Aug 31, 2026Increased

TRUST FOR PROFESSIONAL MANAGERS

80.4K

Weight

7.72%

Aug 31, 2026Increased

Federated Hermes Equity Income Fund, Inc.

59.8K

Weight

—

Aug 31, 2026Increased

FIDELITY SALEM STREET TRUST

51.9K

Weight

0.21%

Aug 31, 2026Increased

HEARTLAND GROUP INC

37.9K

Weight

63.12%

Sep 30, 2026Increased

Watsco, Inc.· WSO

Holdings Analysis

Insider Trading Activity

1.3Transaction History32Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings47Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History32Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings47Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights