Watsco (WSO) insider trading activity: Get Latest News Today

WSO Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares5.69

Short Percent Of Float7.52

Shares Outstanding34.83M

Shares Float32.63M

Shares Short2.30M

Short Ratio11.04

7.52%

Short % of Float

5.69%

Short % of Shares Outstanding

Market Insider WSO

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.39% Percentage of Shares held by All Insiders

105.08% Percentage of Shares held by All Institutions

105.49% Percentage of Float held by Institutions

1077

Number of Institutions Holding Shares

Institutional Ownership

About 105.08% of WSO shares are held by financial institutions. RAYMOND JAMES & ASSOCIATES is the top corporate investor, holding 366.74K shares valued at $158.42M. A 1.01% stake in Watsco, Inc. is owned by the company. BARCLAYS PLC owns 356.78K shares valued at $154.12M, which translates its holding of 0.98% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.01%	366.74K	158.42M	6.44K	+1.79%
Mar 31, 2024	BARCLAYS PLC	0.98%	356.78K	154.12M	-43.51K	-10.87%
Mar 31, 2024	BOSTON FINANCIAL MANGEMENT LLC	0.95%	349.53K	150.99M	1.59K	+0.46%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.91%	335.61K	144.97M	-4.41K	-1.30%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.65%	234.9K	101.47M	-20.16K	-7.90%
Mar 31, 2024	BAHL & GAYNOR INC	0.63%	230.64K	99.63M	-17.83K	-7.17%
Mar 31, 2024	GW&K INVESTMENT MANAGEMENT, LLC	0.37%	137.81K	59.53M	-1.5K	-1.08%
Mar 31, 2024	BLACKROCK INC.	10.07%	3.66M	1.58B	-387.34K	-9.56%
Mar 31, 2024	VANGUARD GROUP INC	9.37%	3.41M	1.47B	146.31K	+4.48%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.06%	386.71K	167.05M	-32.01K	-7.64%
Mar 31, 2024	MITSUBISHI UFJ TRUST & BANKING CORP	1.05%	388.4K	168.42M	-56.93K	-12.78%
Mar 31, 2024		0.57%	210K	90.71M	210K	+100.00%
Mar 31, 2024	FMR LLC	8.37%	3.05M	1.32B	1.62M	+113.38%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	4.57%	1.69M	728.11M	29.61K	+1.79%
Mar 31, 2024	BAILLIE GIFFORD & CO	3.95%	1.46M	629.97M	-17.95K	-1.22%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.41%	1.24M	522.35M	51.66K	+4.34%
Mar 31, 2024	STATE STREET CORP	3.21%	1.17M	504.96M	-5.69K	-0.48%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	2.18%	792.01K	342.12M	16.49K	+2.13%
Mar 31, 2024	HAMLIN CAPITAL MANAGEMENT, LLC	0.8%	295.35K	127.58M	-482	-0.16%
Mar 31, 2024	CAPITAL WORLD INVESTORS	2%	739.02K	319.23M	-169.28K	-18.64%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	1.77%	645.13K	278.68M	9.17K	+1.44%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	1.67%	614.07K	265.26M	-24.01K	-3.76%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.65%	601.23K	259.32M	-21.57K	-3.46%
Mar 31, 2024	MARKEL GROUP INC.	1.54%	566.25K	244.6M	9.5K	+1.71%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.43%	521.51K	225.28M	-14.45K	-2.70%
Mar 31, 2024	INVESCO LTD.	1.31%	476.35K	205.77M	104.71K	+28.18%
Mar 31, 2024	JPMORGAN CHASE & CO	1.25%	454.1K	196.16M	44.35K	+10.82%
Mar 31, 2024	MORGAN STANLEY	0.79%	286.22K	123.64M	-93.21K	-24.57%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.76%	277.82K	120.01M	-4.84K	-1.71%
Mar 31, 2024	NORTHERN TRUST CORP	0.67%	244.62K	105.67M	-42.28K	-14.74%
Mar 31, 2024	ROYAL BANK OF CANADA	0.67%	242.68K	104.83M	11.54K	+4.99%
Mar 31, 2024	CALEDONIA INVESTMENTS PLC	0.61%	225.43K	97.25M	-8.66K	-3.70%
Mar 31, 2024	WELCH & FORBES LLC	0.6%	219.9K	94.99M	6.21K	+2.91%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.58%	212.75K	91.9M	-98.04K	-31.55%
Mar 31, 2024	SWEDBANK AB	0.57%	210K	90.71M	210K	+100.00%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.53%	191.97K	82.92M	-30.17K	-13.58%
Mar 31, 2024	SQUAREPOINT OPS LLC	0.51%	187.61K	81.04M	53.65K	+40.05%
Mar 31, 2024	JENNISON ASSOCIATES LLC	0.5%	185.63K	80.19M	62.59K	+50.87%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.49%	177.5K	76.68M	-76.16K	-30.02%
Mar 31, 2024	HANDELSBANKEN FONDER AB	0.46%	168.46K	72.77M	22K	+15.02%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.45%	167.33K	72.28M	-5.41K	-3.13%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.45%	166.92K	72.1M	967	+0.58%
Mar 31, 2024	AEGON ASSET MANAGEMENT UK PLC	0.43%	156.76K	67.64M	5.47K	+3.62%
Mar 31, 2024	RIVERBRIDGE PARTNERS LLC	0.38%	140.6K	60.73M	-2.24K	-1.57%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.38%	137.3K	59.31M	-6.44K	-4.48%
Mar 31, 2024	HOWLAND CAPITAL MANAGEMENT LLC	0.37%	135.73K	58.63M	-5.51K	-3.90%
Mar 31, 2024	NORDEA INVESTMENT MANAGEMENT AB	0.37%	135.62K	59.02M	24.7K	+22.26%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.36%	131.15K	56.65M	443	+0.34%
Mar 31, 2024	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.36%	131.98K	57.01M	6.19K	+4.92%
Mar 31, 2024	ANCHOR CAPITAL ADVISORS LLC	0.35%	127.79K	55.2M	-37.38K	-22.63%
Mar 31, 2024	KING LUTHER CAPITAL MANAGEMENT CORP	0.28%	103.21K	44.58M	5.87K	+6.03%
Mar 31, 2024	CAPITAL ADVISORS INC/OK	0.28%	102.9K	44.45M	17.62K	+20.66%
Mar 31, 2024	DEARBORN PARTNERS LLC	0.28%	102.25K	44.17M	-34.3K	-25.12%
Mar 31, 2024	SWISS NATIONAL BANK	0.28%	101.44K	43.82M	-3.5K	-3.34%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.28%	101.09K	43.67M	33.61K	+49.80%
Mar 31, 2024	MOTLEY FOOL ASSET MANAGEMENT LLC	0.88%	320.01K	138.23M	231.99K	+263.56%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.34%	123.5K	53.35M	-5.62K	-4.35%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.33%	119.66K	51.69M	404	+0.34%
Mar 31, 2024	PREMIER FUND MANAGERS LTD	0.3%	110K	47.72M	-2K	-1.79%
Mar 31, 2024	RHUMBLINE ADVISERS	0.29%	105.29K	45.48M	-4.62K	-4.21%
Mar 31, 2024	DAVENPORT & CO LLC	1.03%	380.19K	164.46M	-2.18K	-0.57%
Dec 31, 2023	RIVERBRIDGE PARTNERS LLC	0.36%	142.84K	61.2M	-1.2K	-0.83%
Dec 31, 2023	BLACKROCK INC.	10.3%	4.05M	1.74B	-66.71K	-1.62%
Dec 31, 2023	VANGUARD GROUP INC	8.3%	3.27M	1.4B	55.12K	+1.72%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	4.21%	1.66M	709.52M	4	0.00%
Dec 31, 2023	BAILLIE GIFFORD & CO	3.75%	1.48M	632.56M	-404.78K	-21.52%
Dec 31, 2023	FMR LLC	3.63%	1.43M	612.08M	16.86K	+1.19%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.03%	1.19M	490.23M	-119.83K	-9.15%
Dec 31, 2023	STATE STREET CORP	2.99%	1.17M	503.31M	75.29K	+6.85%
Dec 31, 2023	CAPITAL WORLD INVESTORS	2.31%	908.3K	389.18M	0	0
Dec 31, 2023	BLAIR WILLIAM & CO/IL	1.97%	775.52K	332.29M	5.05K	+0.66%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	1.62%	638.08K	273.4M	-7.95K	-1.23%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	1.62%	635.96K	272.49M	635.96K	+100.00%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.58%	622.8K	266.48M	22.73K	+3.79%
Dec 31, 2023	MARKEL GROUP INC.	1.42%	556.75K	238.55M	11K	+2.02%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.36%	535.96K	229.64M	-7.99K	-1.47%
Dec 31, 2023	MITSUBISHI UFJ TRUST & BANKING CORP	1.13%	445.32K	191.18M	-54.28K	-10.86%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.06%	418.72K	179.41M	-134.66K	-24.33%
Dec 31, 2023	JPMORGAN CHASE & CO	1.04%	409.75K	175.57M	297.33K	+264.47%
Dec 31, 2023	BARCLAYS PLC	1.02%	400.29K	171.51M	49.1K	+13.98%
Dec 31, 2023	DAVENPORT & CO LLC	0.97%	382.37K	163.85M	-61.42K	-13.84%
Dec 31, 2023	MORGAN STANLEY	0.96%	379.43K	162.57M	128.17K	+51.01%
Dec 31, 2023	INVESCO LTD.	0.94%	371.64K	159.24M	71.58K	+23.86%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.92%	360.3K	154.38M	-52.16K	-12.65%
Dec 31, 2023	BOSTON FINANCIAL MANGEMENT LLC	0.88%	347.95K	149.08M	-5.8K	-1.64%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.86%	340.02K	145.69M	15.55K	+4.79%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.79%	310.79K	133.16M	5.95K	+1.95%
Dec 31, 2023	HAMLIN CAPITAL MANAGEMENT, LLC	0.75%	295.83K	126.76M	16.01K	+5.72%
Dec 31, 2023	NORTHERN TRUST CORP	0.73%	286.9K	122.93M	-21.97K	-7.11%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.72%	282.66K	121.11M	-10.17K	-3.47%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.65%	255.06K	109.29M	28.05K	+12.35%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.64%	253.66K	108.68M	62.05K	+32.38%
Dec 31, 2023	BAHL & GAYNOR INC	0.63%	248.47K	106.46M	-9.24K	-3.59%
Dec 31, 2023	NORGES BANK	0.61%	240.29K	102.96M	240.29K	+100.00%
Dec 31, 2023	CALEDONIA INVESTMENTS PLC	0.59%	234.08K	100.45M	-5K	-2.09%
Dec 31, 2023	ROYAL BANK OF CANADA	0.59%	231.13K	99.03M	104.6K	+82.67%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.56%	222.14K	95.18M	-8.01K	-3.48%
Dec 31, 2023	WELCH & FORBES LLC	0.54%	213.69K	91.56M	1.29K	+0.61%
Dec 31, 2023	WESTFIELD CAPITAL MANAGEMENT CO LP	0.46%	181.06K	77.58M	4.53K	+2.56%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.44%	172.74K	74.01M	35.6K	+25.96%
Dec 31, 2023	CITADEL ADVISORS LLC	0.43%	167.41K	71.73M	-324.79K	-65.99%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.42%	166K	71.13M	-282.36K	-62.98%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.42%	165.95K	71.1M	568	+0.34%
Dec 31, 2023	ANCHOR CAPITAL ADVISORS LLC	0.42%	165.18K	70.77M	-10.58K	-6.02%
Dec 31, 2023	AEGON ASSET MANAGEMENT UK PLC	0.38%	151.29K	64.91M	151.29K	+100.00%
Dec 31, 2023	HANDELSBANKEN FONDER AB	0.37%	146.46K	62.75M	30K	+25.76%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.37%	143.74K	61.59M	783	+0.55%
Dec 31, 2023	HOWLAND CAPITAL MANAGEMENT LLC	0.36%	141.25K	60.52M	-1	0.00%
Dec 31, 2023	GW&K INVESTMENT MANAGEMENT, LLC	0.35%	139.31K	59.69M	-3.3K	-2.31%
Dec 31, 2023	DEARBORN PARTNERS LLC	0.35%	136.55K	58.51M	-38.15K	-21.84%
Dec 31, 2023	SQUAREPOINT OPS LLC	0.34%	133.96K	57.4M	63.56K	+90.27%

WSO Insiders

Among the WSO insiders holding of 0.39% of the stake in company, MANLEY PAUL F, director, holds the largest shares of 6.25K. DARNELL DAVID C., director, is the second largest WSO insider with ownership of 5.75K shares. DICKINS DENISE, director, stands third with possession of 5.3K shares of that stake.

Insiders	Designation	Shares Held
MANLEY PAUL F	director	6.25K
DARNELL DAVID C.	director	5.75K
DICKINS DENISE	director	5.3K
FEDRIZZI STEVEN R	director	2.11K
MOSS BOB L	director	1.7K
KEELEY BRIAN E.	director	737
NAHMAD ALBERT H	Chairman and CEO	0
UNITED TECHNOLOGIES CORP /DE/	10 percent owner	0
ALVAREZ CESAR L	director	0
LOGAN BARRY S	Executive Vice President	0
SAPE GEORGE	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 12, 2023	ALVAREZ CESAR L	SALE	412.34	5K	2.06M	0
May 22, 2023	ALVAREZ CESAR L	SALE	332.64	4K	1.33M	0
Apr 28, 2021	LOGAN BARRY S	SALE	294.44	4.23K	1.24M	0
Aug 03, 2020	SAPE GEORGE	SALE	235.25	4.67K	1.1M	0
Jun 11, 2020	SAPE GEORGE	SALE	175.23	560	98.13K	7.47K
Mar 05, 2020	LOGAN BARRY S	SALE	173.72	500	86.86K	9K
Mar 04, 2020	LOGAN BARRY S	SALE	167.76	3.8K	637.5K	0
Dec 04, 2019	KEELEY BRIAN E.	PURCHASE	178.13	737	131.28K	737
Dec 02, 2019	KEELEY BRIAN E.	PURCHASE	179.83	100	17.98K	2.32K
Nov 14, 2019	MOSS BOB L	SALE	178.10	100	17.81K	1.7K
Oct 21, 2019	SAPE GEORGE	SALE	174.87	550	96.18K	8.03K
Dec 20, 2018	LOGAN BARRY S	SALE	141.27	2.5K	353.17K	13.3K
Nov 22, 2017	LOGAN BARRY S	SALE	164.30	3.25K	533.3K	15.8K
Feb 28, 2017	UNITED TECHNOLOGIES CORP /DE/	SALE	140.68	1.25M	175.85M	0
Dec 09, 2015	DARNELL DAVID C.	SALE	121.66	3K	364.99K	5.75K
Nov 12, 2015	LOGAN BARRY S	SALE	121.85	8K	974.84K	15.05K
Nov 21, 2014	MANLEY PAUL F	SALE	101.28	3K	303.84K	6.25K
Sep 19, 2014	MOSS BOB L	PURCHASE	88.14	3K	264.41K	10K
Aug 26, 2014	LOGAN BARRY S	SALE	93.69	4K	374.75K	0
Oct 23, 2013	LOGAN BARRY S	SALE	96.17	4.89K	470.38K	1.97K
Sep 20, 2013	DICKINS DENISE	PURCHASE	93.55	540	50.52K	5.3K
Dec 21, 2012	FEDRIZZI STEVEN R	SALE	75.79	1.59K	120.13K	2.11K
Nov 28, 2012	NAHMAD ALBERT H	SALE	71.36	28.8K	2.06M	0
Nov 27, 2012	NAHMAD ALBERT H	SALE	71.44	28.89K	2.06M	0
Nov 26, 2012	NAHMAD ALBERT H	SALE	72.31	2.72K	196.76K	0
Nov 23, 2012	NAHMAD ALBERT H	SALE	72.41	4.73K	342.44K	0
Nov 21, 2012	NAHMAD ALBERT H	SALE	71.84	9.7K	696.82K	0
Nov 20, 2012	NAHMAD ALBERT H	SALE	72.57	5.7K	413.65K	0
May 02, 2012	DICKINS DENISE	SALE	73.88	300	22.16K	0
May 02, 2012	LOGAN BARRY S	SALE	72.92	100	7.29K	0

Frequently Asked Questions

WSO Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares5.69

Short Percent Of Float7.52

Shares Outstanding34.83M

Shares Float32.63M

Shares Short2.30M

Short Ratio11.04

7.52%

Short % of Float

5.69%

Short % of Shares Outstanding

Market Insider WSO

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.39% Percentage of Shares held by All Insiders

105.08% Percentage of Shares held by All Institutions

105.49% Percentage of Float held by Institutions

1077

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.01%	366.74K	158.42M	6.44K	+1.79%
Mar 31, 2024	BARCLAYS PLC	0.98%	356.78K	154.12M	-43.51K	-10.87%
Mar 31, 2024	BOSTON FINANCIAL MANGEMENT LLC	0.95%	349.53K	150.99M	1.59K	+0.46%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.91%	335.61K	144.97M	-4.41K	-1.30%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.65%	234.9K	101.47M	-20.16K	-7.90%
Mar 31, 2024	BAHL & GAYNOR INC	0.63%	230.64K	99.63M	-17.83K	-7.17%
Mar 31, 2024	GW&K INVESTMENT MANAGEMENT, LLC	0.37%	137.81K	59.53M	-1.5K	-1.08%
Mar 31, 2024	BLACKROCK INC.	10.07%	3.66M	1.58B	-387.34K	-9.56%
Mar 31, 2024	VANGUARD GROUP INC	9.37%	3.41M	1.47B	146.31K	+4.48%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.06%	386.71K	167.05M	-32.01K	-7.64%
Mar 31, 2024	MITSUBISHI UFJ TRUST & BANKING CORP	1.05%	388.4K	168.42M	-56.93K	-12.78%
Mar 31, 2024		0.57%	210K	90.71M	210K	+100.00%
Mar 31, 2024	FMR LLC	8.37%	3.05M	1.32B	1.62M	+113.38%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	4.57%	1.69M	728.11M	29.61K	+1.79%
Mar 31, 2024	BAILLIE GIFFORD & CO	3.95%	1.46M	629.97M	-17.95K	-1.22%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.41%	1.24M	522.35M	51.66K	+4.34%
Mar 31, 2024	STATE STREET CORP	3.21%	1.17M	504.96M	-5.69K	-0.48%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	2.18%	792.01K	342.12M	16.49K	+2.13%
Mar 31, 2024	HAMLIN CAPITAL MANAGEMENT, LLC	0.8%	295.35K	127.58M	-482	-0.16%
Mar 31, 2024	CAPITAL WORLD INVESTORS	2%	739.02K	319.23M	-169.28K	-18.64%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	1.77%	645.13K	278.68M	9.17K	+1.44%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	1.67%	614.07K	265.26M	-24.01K	-3.76%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.65%	601.23K	259.32M	-21.57K	-3.46%
Mar 31, 2024	MARKEL GROUP INC.	1.54%	566.25K	244.6M	9.5K	+1.71%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.43%	521.51K	225.28M	-14.45K	-2.70%
Mar 31, 2024	INVESCO LTD.	1.31%	476.35K	205.77M	104.71K	+28.18%
Mar 31, 2024	JPMORGAN CHASE & CO	1.25%	454.1K	196.16M	44.35K	+10.82%
Mar 31, 2024	MORGAN STANLEY	0.79%	286.22K	123.64M	-93.21K	-24.57%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.76%	277.82K	120.01M	-4.84K	-1.71%
Mar 31, 2024	NORTHERN TRUST CORP	0.67%	244.62K	105.67M	-42.28K	-14.74%
Mar 31, 2024	ROYAL BANK OF CANADA	0.67%	242.68K	104.83M	11.54K	+4.99%
Mar 31, 2024	CALEDONIA INVESTMENTS PLC	0.61%	225.43K	97.25M	-8.66K	-3.70%
Mar 31, 2024	WELCH & FORBES LLC	0.6%	219.9K	94.99M	6.21K	+2.91%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.58%	212.75K	91.9M	-98.04K	-31.55%
Mar 31, 2024	SWEDBANK AB	0.57%	210K	90.71M	210K	+100.00%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.53%	191.97K	82.92M	-30.17K	-13.58%
Mar 31, 2024	SQUAREPOINT OPS LLC	0.51%	187.61K	81.04M	53.65K	+40.05%
Mar 31, 2024	JENNISON ASSOCIATES LLC	0.5%	185.63K	80.19M	62.59K	+50.87%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.49%	177.5K	76.68M	-76.16K	-30.02%
Mar 31, 2024	HANDELSBANKEN FONDER AB	0.46%	168.46K	72.77M	22K	+15.02%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.45%	167.33K	72.28M	-5.41K	-3.13%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.45%	166.92K	72.1M	967	+0.58%
Mar 31, 2024	AEGON ASSET MANAGEMENT UK PLC	0.43%	156.76K	67.64M	5.47K	+3.62%
Mar 31, 2024	RIVERBRIDGE PARTNERS LLC	0.38%	140.6K	60.73M	-2.24K	-1.57%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.38%	137.3K	59.31M	-6.44K	-4.48%
Mar 31, 2024	HOWLAND CAPITAL MANAGEMENT LLC	0.37%	135.73K	58.63M	-5.51K	-3.90%
Mar 31, 2024	NORDEA INVESTMENT MANAGEMENT AB	0.37%	135.62K	59.02M	24.7K	+22.26%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.36%	131.15K	56.65M	443	+0.34%
Mar 31, 2024	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.36%	131.98K	57.01M	6.19K	+4.92%
Mar 31, 2024	ANCHOR CAPITAL ADVISORS LLC	0.35%	127.79K	55.2M	-37.38K	-22.63%
Mar 31, 2024	KING LUTHER CAPITAL MANAGEMENT CORP	0.28%	103.21K	44.58M	5.87K	+6.03%
Mar 31, 2024	CAPITAL ADVISORS INC/OK	0.28%	102.9K	44.45M	17.62K	+20.66%
Mar 31, 2024	DEARBORN PARTNERS LLC	0.28%	102.25K	44.17M	-34.3K	-25.12%
Mar 31, 2024	SWISS NATIONAL BANK	0.28%	101.44K	43.82M	-3.5K	-3.34%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.28%	101.09K	43.67M	33.61K	+49.80%
Mar 31, 2024	MOTLEY FOOL ASSET MANAGEMENT LLC	0.88%	320.01K	138.23M	231.99K	+263.56%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.34%	123.5K	53.35M	-5.62K	-4.35%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.33%	119.66K	51.69M	404	+0.34%
Mar 31, 2024	PREMIER FUND MANAGERS LTD	0.3%	110K	47.72M	-2K	-1.79%
Mar 31, 2024	RHUMBLINE ADVISERS	0.29%	105.29K	45.48M	-4.62K	-4.21%
Mar 31, 2024	DAVENPORT & CO LLC	1.03%	380.19K	164.46M	-2.18K	-0.57%
Dec 31, 2023	RIVERBRIDGE PARTNERS LLC	0.36%	142.84K	61.2M	-1.2K	-0.83%
Dec 31, 2023	BLACKROCK INC.	10.3%	4.05M	1.74B	-66.71K	-1.62%
Dec 31, 2023	VANGUARD GROUP INC	8.3%	3.27M	1.4B	55.12K	+1.72%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	4.21%	1.66M	709.52M	4	0.00%
Dec 31, 2023	BAILLIE GIFFORD & CO	3.75%	1.48M	632.56M	-404.78K	-21.52%
Dec 31, 2023	FMR LLC	3.63%	1.43M	612.08M	16.86K	+1.19%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.03%	1.19M	490.23M	-119.83K	-9.15%
Dec 31, 2023	STATE STREET CORP	2.99%	1.17M	503.31M	75.29K	+6.85%
Dec 31, 2023	CAPITAL WORLD INVESTORS	2.31%	908.3K	389.18M	0	0
Dec 31, 2023	BLAIR WILLIAM & CO/IL	1.97%	775.52K	332.29M	5.05K	+0.66%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	1.62%	638.08K	273.4M	-7.95K	-1.23%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	1.62%	635.96K	272.49M	635.96K	+100.00%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.58%	622.8K	266.48M	22.73K	+3.79%
Dec 31, 2023	MARKEL GROUP INC.	1.42%	556.75K	238.55M	11K	+2.02%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.36%	535.96K	229.64M	-7.99K	-1.47%
Dec 31, 2023	MITSUBISHI UFJ TRUST & BANKING CORP	1.13%	445.32K	191.18M	-54.28K	-10.86%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.06%	418.72K	179.41M	-134.66K	-24.33%
Dec 31, 2023	JPMORGAN CHASE & CO	1.04%	409.75K	175.57M	297.33K	+264.47%
Dec 31, 2023	BARCLAYS PLC	1.02%	400.29K	171.51M	49.1K	+13.98%
Dec 31, 2023	DAVENPORT & CO LLC	0.97%	382.37K	163.85M	-61.42K	-13.84%
Dec 31, 2023	MORGAN STANLEY	0.96%	379.43K	162.57M	128.17K	+51.01%
Dec 31, 2023	INVESCO LTD.	0.94%	371.64K	159.24M	71.58K	+23.86%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.92%	360.3K	154.38M	-52.16K	-12.65%
Dec 31, 2023	BOSTON FINANCIAL MANGEMENT LLC	0.88%	347.95K	149.08M	-5.8K	-1.64%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.86%	340.02K	145.69M	15.55K	+4.79%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.79%	310.79K	133.16M	5.95K	+1.95%
Dec 31, 2023	HAMLIN CAPITAL MANAGEMENT, LLC	0.75%	295.83K	126.76M	16.01K	+5.72%
Dec 31, 2023	NORTHERN TRUST CORP	0.73%	286.9K	122.93M	-21.97K	-7.11%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.72%	282.66K	121.11M	-10.17K	-3.47%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.65%	255.06K	109.29M	28.05K	+12.35%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.64%	253.66K	108.68M	62.05K	+32.38%
Dec 31, 2023	BAHL & GAYNOR INC	0.63%	248.47K	106.46M	-9.24K	-3.59%
Dec 31, 2023	NORGES BANK	0.61%	240.29K	102.96M	240.29K	+100.00%
Dec 31, 2023	CALEDONIA INVESTMENTS PLC	0.59%	234.08K	100.45M	-5K	-2.09%
Dec 31, 2023	ROYAL BANK OF CANADA	0.59%	231.13K	99.03M	104.6K	+82.67%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.56%	222.14K	95.18M	-8.01K	-3.48%
Dec 31, 2023	WELCH & FORBES LLC	0.54%	213.69K	91.56M	1.29K	+0.61%
Dec 31, 2023	WESTFIELD CAPITAL MANAGEMENT CO LP	0.46%	181.06K	77.58M	4.53K	+2.56%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.44%	172.74K	74.01M	35.6K	+25.96%
Dec 31, 2023	CITADEL ADVISORS LLC	0.43%	167.41K	71.73M	-324.79K	-65.99%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.42%	166K	71.13M	-282.36K	-62.98%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.42%	165.95K	71.1M	568	+0.34%
Dec 31, 2023	ANCHOR CAPITAL ADVISORS LLC	0.42%	165.18K	70.77M	-10.58K	-6.02%
Dec 31, 2023	AEGON ASSET MANAGEMENT UK PLC	0.38%	151.29K	64.91M	151.29K	+100.00%
Dec 31, 2023	HANDELSBANKEN FONDER AB	0.37%	146.46K	62.75M	30K	+25.76%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.37%	143.74K	61.59M	783	+0.55%
Dec 31, 2023	HOWLAND CAPITAL MANAGEMENT LLC	0.36%	141.25K	60.52M	-1	0.00%
Dec 31, 2023	GW&K INVESTMENT MANAGEMENT, LLC	0.35%	139.31K	59.69M	-3.3K	-2.31%
Dec 31, 2023	DEARBORN PARTNERS LLC	0.35%	136.55K	58.51M	-38.15K	-21.84%
Dec 31, 2023	SQUAREPOINT OPS LLC	0.34%	133.96K	57.4M	63.56K	+90.27%

WSO Insiders

Insiders	Designation	Shares Held
MANLEY PAUL F	director	6.25K
DARNELL DAVID C.	director	5.75K
DICKINS DENISE	director	5.3K
FEDRIZZI STEVEN R	director	2.11K
MOSS BOB L	director	1.7K
KEELEY BRIAN E.	director	737
NAHMAD ALBERT H	Chairman and CEO	0
UNITED TECHNOLOGIES CORP /DE/	10 percent owner	0
ALVAREZ CESAR L	director	0
LOGAN BARRY S	Executive Vice President	0
SAPE GEORGE	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 12, 2023	ALVAREZ CESAR L	SALE	412.34	5K	2.06M	0
May 22, 2023	ALVAREZ CESAR L	SALE	332.64	4K	1.33M	0
Apr 28, 2021	LOGAN BARRY S	SALE	294.44	4.23K	1.24M	0
Aug 03, 2020	SAPE GEORGE	SALE	235.25	4.67K	1.1M	0
Jun 11, 2020	SAPE GEORGE	SALE	175.23	560	98.13K	7.47K
Mar 05, 2020	LOGAN BARRY S	SALE	173.72	500	86.86K	9K
Mar 04, 2020	LOGAN BARRY S	SALE	167.76	3.8K	637.5K	0
Dec 04, 2019	KEELEY BRIAN E.	PURCHASE	178.13	737	131.28K	737
Dec 02, 2019	KEELEY BRIAN E.	PURCHASE	179.83	100	17.98K	2.32K
Nov 14, 2019	MOSS BOB L	SALE	178.10	100	17.81K	1.7K
Oct 21, 2019	SAPE GEORGE	SALE	174.87	550	96.18K	8.03K
Dec 20, 2018	LOGAN BARRY S	SALE	141.27	2.5K	353.17K	13.3K
Nov 22, 2017	LOGAN BARRY S	SALE	164.30	3.25K	533.3K	15.8K
Feb 28, 2017	UNITED TECHNOLOGIES CORP /DE/	SALE	140.68	1.25M	175.85M	0
Dec 09, 2015	DARNELL DAVID C.	SALE	121.66	3K	364.99K	5.75K
Nov 12, 2015	LOGAN BARRY S	SALE	121.85	8K	974.84K	15.05K
Nov 21, 2014	MANLEY PAUL F	SALE	101.28	3K	303.84K	6.25K
Sep 19, 2014	MOSS BOB L	PURCHASE	88.14	3K	264.41K	10K
Aug 26, 2014	LOGAN BARRY S	SALE	93.69	4K	374.75K	0
Oct 23, 2013	LOGAN BARRY S	SALE	96.17	4.89K	470.38K	1.97K
Sep 20, 2013	DICKINS DENISE	PURCHASE	93.55	540	50.52K	5.3K
Dec 21, 2012	FEDRIZZI STEVEN R	SALE	75.79	1.59K	120.13K	2.11K
Nov 28, 2012	NAHMAD ALBERT H	SALE	71.36	28.8K	2.06M	0
Nov 27, 2012	NAHMAD ALBERT H	SALE	71.44	28.89K	2.06M	0
Nov 26, 2012	NAHMAD ALBERT H	SALE	72.31	2.72K	196.76K	0
Nov 23, 2012	NAHMAD ALBERT H	SALE	72.41	4.73K	342.44K	0
Nov 21, 2012	NAHMAD ALBERT H	SALE	71.84	9.7K	696.82K	0
Nov 20, 2012	NAHMAD ALBERT H	SALE	72.57	5.7K	413.65K	0
May 02, 2012	DICKINS DENISE	SALE	73.88	300	22.16K	0
May 02, 2012	LOGAN BARRY S	SALE	72.92	100	7.29K	0

WSO Stock Ownership Breakdown

Watsco, Inc.

WSO Stock Outstanding Shares

Market Insider WSO

Institutional Ownership

WSO Insiders

Buying/Selling by Insiders

Frequently Asked Questions

WSO Stock Outstanding Shares

Market Insider WSO

Institutional Ownership

WSO Insiders

Buying/Selling by Insiders

Frequently Asked Questions