Watsco (WSO) Ownership - Who Owns Watsco?

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Watsco (WSO) Ownership Overview

0.38% Insiders

36.76% Mutual Funds

19.10% Other Institutional Investors

27.78% ETFs

15.98% Public Companies and

Individual Investors

The ownership structure of Watsco (WSO) stock is a mix of institutional, retail, and individual investors. Approximately 83.64% of the company’s stock is owned by Institutional Investors, 0.38% is owned by Insiders, and 15.98% is owned by Public Companies and Individual Investors.

The ownership structure of Watsco (WSO) stock is a mix of institutional, retail, and individual investors. Approximately 55.86% of the company’s stock is owned by Institutional Investors, 0.38% is owned by Insiders, and 27.78% is owned by Public Companies and Individual Investors.

Recent Insider Trading Activity

Date	Name	Activity	Value
Jun 12, 2025	John Michael Custer	xxxxxxxxxxxxx	$986194

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Recent Hedge Fund Trading Activity

Date	Firm	Activity	Value
Mar 31, 2024	Graham Capital Management, L.p.	xxxxxxxxxxxxx	$562783
Mar 31, 2024	Southernsun Asset Management, Llc	xxxxxxxxxxxxx	$6783228
Mar 31, 2024	Woodline Partners Lp	xxxxxxxxxxxxx	$497301
Mar 31, 2024	Fisher Asset Management Llc	xxxxxxxxxxxxx	$242648

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Top Shareholders

# of Shares	Type	% Holding	Value
3,799,004	Institution	10.85%	1,523,552,564
3,262,428	Institution	9.32%	1,308,364,125
2,757,840	Institution	7.88%	1,106,004,154
1,672,366	Institution	4.78%	670,685,661
1,548,543	Institution	4.42%	621,027,685
1,086,018	Institution	3.10%	435,536,659
666,035	Institution	1.90%	267,106,676
619,524	Institution	1.77%	248,453,905
481,562	Institution	1.38%	193,125,624
466,541	Institution	1.33%	187,101,603

Top Mutual Fund Holders

# of Shares	Type	% Holding	Value
2,757,840	Institution	7.88%	1,106,004,154
1,672,366	Institution	4.78%	670,685,661
1,548,543	Institution	4.42%	621,027,685
619,524	Institution	1.77%	248,453,905
481,562	Institution	1.38%	193,125,624
466,541	Institution	1.33%	187,101,603
434,018	Institution	1.24%	174,058,579
415,421	Institution	1.19%	166,600,438
318,736	Institution	0.91%	127,825,885
222,214	Institution	0.63%	89,116,703

Top ETF Holders

Holder	# of Shares	Type	% Holding	Value
iShares Core S&P Mid-Cap ETF	1,199,350	Institution	3.43%	476,333,846
Vanguard Total Stock Market ETF	1,111,509	Institution	3.17%	408,034,954
iShares S&P Mid-Cap ETF CDI	1,033,259	Institution	2.95%	304,139,787
Schwab US Dividend Equity ETF	895,125	Institution	2.56%	358,980,930
Vanguard Small-Cap ETF	803,573	Institution	2.29%	294,991,648
iShares Select Dividend ETF	569,257	Institution	1.63%	226,086,110
Vanguard Small-Cap Growth ETF	452,569	Institution	1.29%	166,138,080
Vanguard Extended Market ETF	394,962	Institution	1.13%	144,990,550
SPDR S&P Midcap 400 ETF Trust	264,320	Institution	0.75%	104,977,331
Vanguard Dividend Appreciation ETF	196,219	Institution	0.56%	72,031,995

FAQ

Who Owns Watsco Inc (WSO)?

According to the latest TipRanks data, approximately 19.10% of the company's stock is held by institutional investors, 0.38% is held by insiders, and 15.98% is held by retail investors.

What percentage of Watsco Inc (WSO) stock is held by institutional investors?

According to the latest TipRanks data, approximately 19.10% of Watsco Inc (WSO) stock is held by institutional investors.

What percentage of Watsco Inc (WSO) stock is held by retail investors?

According to the latest TipRanks data, approximately 15.98% of Watsco Inc (WSO) stock is held by retail investors.

Who owns the most shares of Watsco Inc (WSO)?

iShares owns the most shares of Watsco Inc (WSO).

What is the significance of the ownership structure for a publicly traded company?

The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.