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
3,750,446	Institution	10.71%	1,407,054,826
3,255,162	Institution	9.30%	1,221,239,128
2,715,945	Institution	7.76%	1,018,941,086
1,672,366	Institution	4.78%	627,421,552
1,548,543	Institution	4.42%	580,966,877
1,009,552	Institution	2.88%	378,753,624
687,027	Institution	1.96%	257,751,920
647,308	Institution	1.85%	242,850,542
619,524	Institution	1.77%	232,426,819
481,562	Institution	1.38%	180,667,616

Top Mutual Fund Holders

# of Shares	Type	% Holding	Value
2,715,945	Institution	7.76%	1,018,941,086
1,672,366	Institution	4.78%	627,421,552
1,548,543	Institution	4.42%	580,966,877
687,027	Institution	1.96%	257,751,920
619,524	Institution	1.77%	232,426,819
481,562	Institution	1.38%	180,667,616
434,018	Institution	1.24%	162,830,533
415,421	Institution	1.19%	155,853,497
318,736	Institution	0.91%	119,580,185
239,749	Institution	0.68%	89,946,632

Top ETF Holders

Holder	# of Shares	Type	% Holding	Value
iShares Core S&P Mid-Cap ETF	1,182,546	Institution	3.38%	493,275,413
Vanguard Total Stock Market ETF	1,112,353	Institution	3.18%	404,662,898
iShares S&P Mid-Cap ETF CDI	1,033,259	Institution	2.95%	304,139,787
Schwab US Dividend Equity ETF	816,727	Institution	2.33%	346,904,793
Vanguard Small-Cap ETF	806,441	Institution	2.30%	293,375,171
iShares Select Dividend ETF	566,281	Institution	1.62%	236,212,794
Vanguard Small-Cap Growth ETF	451,280	Institution	1.29%	164,171,151
Vanguard Extended Market ETF	390,550	Institution	1.12%	142,078,185
SPDR S&P Midcap 400 ETF Trust	261,470	Institution	0.75%	98,095,700
Vanguard Dividend Appreciation ETF	196,091	Institution	0.56%	85,856,483

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.