Watsco (WSO) Ownership - Who Owns Watsco?

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Watsco (WSO) Ownership Overview

0.38% Insiders

36.75% Mutual Funds

7.21% Other Institutional Investors

27.70% ETFs

27.97% Public Companies and

Individual Investors

The ownership structure of Watsco (WSO) stock is a mix of institutional, retail, and individual investors. Approximately 71.65% of the company’s stock is owned by Institutional Investors, 0.38% is owned by Insiders, and 27.97% 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 43.96% of the company’s stock is owned by Institutional Investors, 0.38% is owned by Insiders, and 27.70% 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
Dec 31, 2023	Graham Capital Management, L.p.	xxxxxxxxxxxxx	$1337355
Dec 31, 2023	Southernsun Asset Management, Llc	xxxxxxxxxxxxx	$6219423
Dec 31, 2023	Woodline Partners Lp	xxxxxxxxxxxxx	$216659
Dec 31, 2023	Goalvest Advisory Llc	xxxxxxxxxxxxx	$22576

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Top Shareholders

# of Shares	Type	% Holding	Value
3,747,721	Institution	10.72%	1,605,935,926
3,254,318	Institution	9.31%	1,394,507,806
2,715,945	Institution	7.77%	1,163,809,592
1,672,366	Institution	4.79%	716,625,555
1,548,543	Institution	4.43%	663,566,161
1,000,130	Institution	2.86%	428,565,706
687,027	Institution	1.97%	294,397,940
651,406	Institution	1.86%	279,133,985
619,524	Institution	1.77%	265,472,229
481,562	Institution	1.38%	206,354,133

Top Mutual Fund Holders

# of Shares	Type	% Holding	Value
2,715,945	Institution	7.77%	1,163,809,592
1,672,366	Institution	4.79%	716,625,555
1,548,543	Institution	4.43%	663,566,161
687,027	Institution	1.97%	294,397,940
619,524	Institution	1.77%	265,472,229
481,562	Institution	1.38%	206,354,133
434,018	Institution	1.24%	185,981,053
415,421	Institution	1.19%	178,012,053
318,736	Institution	0.91%	136,581,563
239,749	Institution	0.69%	102,734,844

Top ETF Holders

Holder	# of Shares	Type	% Holding	Value
iShares Core S&P Mid-Cap ETF	1,179,216	Institution	3.37%	517,050,840
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	2.96%	304,139,787
Vanguard Small-Cap ETF	806,441	Institution	2.31%	293,375,171
Schwab US Dividend Equity ETF	806,371	Institution	2.31%	353,569,492
iShares Select Dividend ETF	566,289	Institution	1.62%	242,660,499
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	264,894	Institution	0.76%	113,509,728
Vanguard Dividend Appreciation ETF	195,545	Institution	0.56%	71,137,316

FAQ

Who Owns Watsco (WSO)?

According to the latest TipRanks data, approximately 7.21% of the company's stock is held by institutional investors, 0.38% is held by insiders, and 27.97% is held by retail investors.

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

According to the latest TipRanks data, approximately 7.21% of Watsco (WSO) stock is held by institutional investors.

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

According to the latest TipRanks data, approximately 27.97% of Watsco (WSO) stock is held by retail investors.

Who owns the most shares of Watsco (WSO)?

iShares owns the most shares of Watsco (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.