Watsco (WSO) Shareholding Patterns

Stock Card

$316.15

$0.77 (0.24%)

As on 04-Sep-2026 10:42EDT

Market cap

$12,972 Mln

Revenue (TTM)

$7,284 Mln

P/E Ratio

27.4

P/B Ratio

4.4

Div. Yield

3.9 %

Annual
Quarterly

Shareholding Pattern

Shareholder's Name	Category	Holding (% of equity)	Change in shares (%)	Filing date
Vanguard Group Inc	Institutions	8.37	1.62	31-Mar-2023
Baillie Gifford & Co Limited.	Institutions	5.09	-9.14	31-Mar-2023
State Street Corporation	Institutions	2.42	1.93	31-Mar-2023
Capital World Investors	Institutions	2.33	-15.49	31-Mar-2023
Wells Fargo & Co	Institutions	1.39	1.50	31-Mar-2023
Markel Group Inc	Institutions	1.36	5.70	31-Mar-2023
Bahl & Gaynor Inc.	Institutions	1.05	68.45	31-Mar-2023
Raymond James & Associates	Institutions	1.02	7.51	31-Mar-2023
BlackRock Inc	Institutions	10.32	2.87	31-Dec-2022
Kayne Anderson Rudnick Investment Management LLC	Institutions	4.21	-5.33	31-Dec-2022
Charles Schwab Investment Management Inc	Institutions	3.50	6.37	31-Dec-2022
FMR Inc	Institutions	2.97	10.11	31-Dec-2022
Blair William & Co	Institutions	1.82	1.49	31-Dec-2022
Wellington Management Company LLP	Institutions	1.75	-0.23	31-Dec-2022
Neuberger Berman Group LLC	Institutions	1.74	-1.32	31-Dec-2022
Davenport & Company LLC	Institutions	1.47	5.66	31-Dec-2022
Geode Capital Management, LLC	Institutions	1.44	2.24	31-Dec-2022
Bank of New York Mellon Corp	Institutions	1.39	2.78	31-Dec-2022
Mitsubishi UFJ Trust & Banking Corp	Institutions	1.21	0.82	31-Dec-2022
First Trust Advisors L.P.	Institutions	1.13	32.38	31-Dec-2022
Kayne Anderson Rudnick Investment Management LLC	Institutions	4.46	0.87	30-Sep-2022
FMR Inc	Institutions	2.71	4.40	30-Sep-2022
Blair William & Co	Institutions	1.80	19.81	30-Sep-2022
Neuberger Berman Group LLC	Institutions	1.77	-0.25	30-Sep-2022
Wellington Management Company LLP	Institutions	1.76	-2.08	30-Sep-2022
Geode Capital Management, LLC	Institutions	1.41	-2.23	30-Sep-2022
Wells Fargo & Co	Institutions	1.39	1.36	30-Sep-2022
Vanguard Group Inc	Institutions	8.38	-2.46	30-Jun-2022
Baillie Gifford & Co Limited.	Institutions	5.61	4.95	30-Jun-2022
Kayne Anderson Rudnick Investment Management LLC	Institutions	4.43	9.77	30-Jun-2022
Charles Schwab Investment Management Inc	Institutions	3.15	5.73	30-Jun-2022
Capital World Investors	Institutions	2.91	-0.23	30-Jun-2022
FMR Inc	Institutions	2.60	5.77	30-Jun-2022
State Street Corporation	Institutions	2.30	-1.51	30-Jun-2022
Wellington Management Company LLP	Institutions	1.80	-2.89	30-Jun-2022
Neuberger Berman Group LLC	Institutions	1.78	-5.81	30-Jun-2022
Blair William & Co	Institutions	1.51	-0.68	30-Jun-2022
Geode Capital Management, LLC	Institutions	1.44	10.41	30-Jun-2022
Wells Fargo & Co	Institutions	1.38	38.68	30-Jun-2022
Bank of New York Mellon Corp	Institutions	1.35	4.24	30-Jun-2022
Mitsubishi UFJ Trust & Banking Corp	Institutions	1.33	66.95	30-Jun-2022
Markel Corp	Institutions	1.15	5.97	30-Jun-2022
FMR Inc	Institutions	2.44	0.75	31-Mar-2022
State Street Corporation	Institutions	2.32	4.06	31-Mar-2022
Neuberger Berman Group LLC	Institutions	1.87	-1.46	31-Mar-2022
Bank of New York Mellon Corp	Institutions	1.29	-0.02	31-Mar-2022
Markel Corp	Institutions	1.07	0.00	31-Mar-2022
BlackRock Inc	Institutions	9.44	4.00	31-Dec-2021
Davenport & Company LLC	Institutions	1.63	-1.88	30-Sep-2021
BlackRock Inc	Institutions	9.19	-3.45	30-Jun-2021
Bank of New York Mellon Corp	Institutions	1.42	-2.11	30-Jun-2021

Date	Person	Buy / Sell	Transaction Type	No. of Shares	Price ($)	Value ($ K)
13-Aug-2025	Lisa C. McClain	Sell	Market	--	431.94	--
17-Jun-2025	Lisa C. McClain	Buy	Market	--	423.93	--
17-Jun-2025	Lisa C. McClain	Buy	Market	--	423.93	--
18-Dec-2024	Barry S. Logan	Sell	Market	22	508.21	11.00
18-Dec-2024	Barry S. Logan	Sell	Market	22	508.21	11.00

Watsco (WSO) Shareholding Patterns

Shareholding Pattern

Shareholders more than 1%

Insider Trades