Share ownership Watsco, Inc.

WSO

US9426222009

Electrical Components & Equipment

Market Closed - Nyse Other stock markets 04:00:03 2026-02-13 pm EST			5-day change	1st Jan Change
417.92 ^USD	+0.69%		-0.48%	+24.03%

Jan. 05	UBS Cuts Price Target on Watsco to $370 From $390, Maintains Neutral Rating	MT
Jan. 02	Watsco, Inc. Declares Regular Quarterly Cash Dividend on Common and Class B Common Stock, Payable on January 30, 2026	CI

Share class: Watsco, Inc.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	5,552,050	0	0	70.07 %
Stock B	10	5,555,537	429,867 ( 7.738 %)	3,487 ( 0.0628 %)
Stock C	1	38,896,604	34,608,835 ( 88.98 %)	4,066,981 ( 10.46 %)

Major shareholders: Watsco, Inc.

Name	Equities	%	Valuation
Capital Research & Management Co. (International Investors) 13.29 %	4,642,893	13.29 %	1 794 M $
Capital Research & Management Co. (International Investors) 10.57 %	3,693,164	10.57 %	1 427 M $
Vanguard Fiduciary Trust Co. 10.09 %	3,523,522	10.09 %	1 362 M $
BlackRock Advisors LLC 9.641 %	3,367,009	9.641 %	1 301 M $
Fidelity Management & Research Co. LLC 8.594 %	3,001,490	8.594 %	1 160 M $
Kayne Anderson Rudnick Investment Management LLC 4.428 %	1,546,404	4.428 %	598 M $
STATE STREET CORPORATION 3.545 %	1,238,121	3.545 %	478 M $
Baillie Gifford & Co. 2.627 %	917,492	2.627 %	355 M $
William Blair & Co. LLC 2.291 %	799,956	2.291 %	309 M $
Geode Capital Management LLC 1.827 %	638,014	1.827 %	247 M $
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Name	Equities	%	Valuation
Albert Nahmad 75.91 %	4,277,148	75.91 %	1 651 M $
Aaron Nahmad 6.571 %	370,230	6.571 %	143 M $
Barry Logan 2.006 %	113,037	2.006 %	44 M $
Valerie Schimel 1.473 %	82,988	1.473 %	32 M $
Ana Menendez 0.7969 %	44,904	0.7969 %	17 M $
Gabelli Funds LLC 0.1384 %	7,800	0.1384 %	3 M $
FAS Wealth Partners, Inc. 0.0384 %	2,164	0.0384 %	835 261 $
D. F. Dent & Co., Inc. 0.0221 %	1,245	0.0221 %	480 545 $
UMB Bank, NA 0.0188 %	1,062	0.0188 %	409 911 $
Crews Bank & Trust 0.0124 %	700	0.0124 %	270 186 $
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Breakdown by shareholder type

Institutional	105.39%
Individuals	14.38%
Other	7.65%
State Street Corp.	3.55%
Markel Group, Inc.	1.65%
Schweizerische Nationalbank	0.27%
Sumitomo Mitsui Trust Group, Inc.	0.19%
Swedbank AB	0.15%
SEI Investments Co.	0.13%
Governments	0.13%
Manulife Financial Corp.	0.06%
Danske Bank A/S	0.04%
Regions Financial Corp.	0.02%
Skandinaviska Enskilda Banken AB	0.02%
Univest Financial Corp.	0.01%
The Allstate Corp.	0.01%
The Bank of Nova Scotia	0.01%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	104.61%
Individuals	14.38%
United Kingdom	7.26%
Canada	2.45%
Norway	1.16%
Australia	0.8%
Sweden	0.67%
Japan	0.64%
Switzerland	0.47%
Denmark	0.38%
Germany	0.17%
South Korea	0.15%
Ireland	0.14%
Luxembourg	0.12%
France	0.06%
Netherlands	0.06%
Cayman Islands	0.03%
Hong Kong	0.02%
Malaysia	0.02%
Italy	0.02%
Belgium	0.01%
Finland	0.01%
Spain	0.01%
Austria	0.01%
South Africa	0.01%

Based on 1000 largest holdings

Watsco, Inc. is engaged in the distribution of air conditioning, heating and refrigeration equipment and related parts and supplies (HVAC/R) with locations in the United States, Canada, Mexico, and Puerto Rico, and on an export basis to Latin America and the Caribbean. The Company sells products to the commercial refrigeration market, which include condensing units, compressors, evaporators, valves, refrigerants, walk-in coolers, and ice machines for industrial and commercial applications. It also sells a variety of non-equipment products including parts, ductwork, air movement products, insulation, tools, installation supplies, thermostats, and air quality products. It distributes products manufactured by Flexible Technologies, Inc. (Flexible Technologies), Resideo Technologies, Inc. (Resideo), Copeland Corporation, LLC, The Chemours Company (Chemours), Mueller Industries, Inc. (Mueller), and Welbilt, Inc. (Welbilt), among others. The Company operates in approximately 692 locations.

Employees

7,258

Sector

Electrical Components & Equipment

Calendar

Feb. 17 - Q4 2025 Earnings Release

More about the company