Watsco Inc

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Watsco Inc
TickerWSO
CIK #0000105016
CUSIP942622200
SectorTrade & Services - Wholesale-Hardware & Plumbing & Heating Equipment & Supplies
Address2665 S Bayshore Dr Ste 901, Coconut Grove, FL 33133
Source [EDGAR]
CIK Filing 2011 - 2026
[0000105016] 10-K
[0000105016] 10-Q
[0000105016] 3
[0000105016] 4
[0000105016] 5
[0000105016] 8-K
[0000105016] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Capital Research Global Investors Watsco Inc [2026-05-14] 0.0
Vanguard Capital Management LLC Watsco Inc [2026-04-30] 0.0
Vanguard Portfolio Management LLC Watsco Inc [2026-04-29] 0.0
Capital International Investors Watsco Inc [2025-11-06] 0.0
FMR LLC Watsco Inc [2024-08-12] 0.0
BlackRock Inc Watsco Inc [2023-01-24] 12.1
Vanguard Group Inc Watsco Inc [2022-02-10] 10.03
Baillie Gifford & Co Watsco Inc [2021-01-08] 5.3
Capital World Investors Watsco Inc [2019-02-14] 5.1
Price T Rowe Associates Inc /MD/ Watsco Inc [2018-02-14] 6.7
JPMorgan Chase & Co Watsco Inc [2016-02-01] 6.0
FMR LLC Watsco Inc [2015-02-13] 0.0
Vanguard Group Inc Watsco Inc [2013-02-12] 5.08
FMR LLC Watsco Inc [2012-02-14] 0.0
Form 3/4/5 Filer 2011 - 2026
Logan Barry S
Watsco Inc
Menendez Ana M
Nahmad Albert H
Nahmad Aaron J
Dickins Denise
Custer John Michael
Alvarez Cesar L
Schimel Valerie
Tapella Gary L
Lopez-Blazquez Ana
Macdonald John Alexander
Rubin Steven
Moss Bob L
Keeley Brian E
SAPE George
Rush Stephen F
Epstein Jason
Darnell David C
RTX Corp
Fedrizzi Steven R
Manley Paul F
Johnston Paul W
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Nahmad Albert H
Common stock
2026-03-11 Other 25 $336.95 8,424
Menendez Ana M
Common stock
2026-03-11 Other 25 $336.95 8,424
Logan Barry S
Common stock
2026-03-11 Other 19 $336.95 6,402
Nahmad Aaron J
Common stock
2026-03-11 Other 25 $336.95 8,424
Nahmad Aaron J
Class B Common stock · derivative
2026-01-07 Grant 13,955 $338.85 4,728,652
Lopez-Blazquez Ana
Common stock
2025-12-12 Tax withheld 707 $354.61 250,709
Lopez-Blazquez Ana
Stock Option (right to buy) · derivative
2025-12-12 Option exercise 1,000 $250.84 250,840
Lopez-Blazquez Ana
Common stock
2025-12-12 Option exercise 1,000 $250.84 250,840
Dickins Denise
Common stock
2025-12-05 Gift 269 $0.00
Tapella Gary L
Stock Option (right to buy) · derivative
2025-07-24 Grant 1,000 $484.69 484,690
Custer John Michael
Common stock
2025-06-10 Sell 2,200 $448.27 986,194
Dickins Denise
Common stock
2025-05-15 Gift 191 $0.00
Dickins Denise
Stock Option (right to buy) · derivative
2025-05-12 Option exercise 4,500 $175.07 787,815
Dickins Denise
Common stock
2025-05-12 Option exercise 4,500 $175.07 787,815
Dickins Denise
Common stock
2025-05-12 Tax withheld 1,624 $484.84 787,380
Nahmad Aaron J
Common stock
2025-03-13 Other 18 $473.89 8,530
Logan Barry S
Common stock
2025-03-13 Other 13 $473.89 6,161
Nahmad Albert H
Common stock
2025-03-13 Other 18 $473.89 8,530
Menendez Ana M
Common stock
2025-03-13 Other 18 $473.89 8,530
Alvarez Cesar L
Common stock
2025-03-05 Option exercise 679 $175.07 118,873
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 770 38,180,040
2025-12-31 771 37,020,084
2025-09-30 782 35,794,406
2025-06-30 804 34,327,202
2025-03-31 841 34,556,320
2024-12-31 826 34,460,486
2024-09-30 789 35,307,885
2024-06-30 781 35,627,248
2024-03-31 748 36,461,182
2023-12-31 727 35,993,823
2023-09-30 686 35,410,878
2023-06-30 681 35,020,849
Form 13F Holdings
Firm Period DFND Voting Shares
Davenport & Company LLC [2026-06-30] SOLE 499,439 530,366
Hamlin Capital Management LLC [2026-06-30] SOLE 34,795 304,324
Caledonia Investments PLC [2026-06-30] SOLE 232,927 232,927
Riverbridge Partners LLC [2026-06-30] SOLE 110,750 120,334
Aegon Asset Management UK PLC [2026-06-30] SOLE 61,666 103,965
Swedbank AB [2026-06-30] DFND 86,990 86,990
Howland Capital Management LLC [2026-06-30] SOLE 67,176 80,495
Fenimore Asset Management Inc [2026-06-30] SOLE 80,217 80,217
Dudley & Shanley Inc [2026-06-30] SOLE 78,012 78,012
Grace & White Inc /NY [2026-06-30] SOLE 17,825 42,200
Bath Savings Trust Co [2026-06-30] SOLE 36,581 36,581
Lafleur & Godfrey LLC [2026-06-30] SOLE 36,108 36,553
Prospera Financial Services Inc [2026-06-30] SOLE 0 29,849
Crown Oak Advisors LLC [2026-06-30] SOLE 29,315 29,315
Ipswich Investment Management Co Inc [2026-06-30] SOLE 16,393 16,394
Princeton Global Asset Management LLC [2026-06-30] SOLE 0 14,419
Avanza Fonder AB [2026-06-30] SOLE 14,252 14,252
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 1,567 13,176
Old National Bancorp /IN/ [2026-06-30] SOLE 12,907 12,907
Baskin Financial Services Inc [2026-06-30] SOLE 5,350 12,839
River Road Asset Management LLC [2026-06-30] SOLE 8,610 12,034
Carderock Capital Management Inc [2026-06-30] SOLE 0 11,519
Yousif Capital Management LLC [2026-06-30] SOLE 3,077 10,127
Louisiana State Employees Retirement System [2026-06-30] SOLE 10,100 10,100
Applied Capital LLC/FL [2026-06-30] SOLE 0 7,295
RFG Advisory LLC [2026-06-30] SOLE 0 6,006
Alaska Retirement Management Board [2026-06-30] SOLE 3,430 3,430
Alpha Omega Wealth Management LLC [2026-06-30] SOLE 3,157 3,157
Hennion & Walsh Asset Management Inc [2026-06-30] SOLE 3,014 3,014
Envestnet Portfolio Solutions Inc [2026-06-30] SOLE 2,837 2,837
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