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WATSCO INC (WSO)

Institutional ownership, SEC filings and insider activity

Sector: Consumer Discretionary · SEC CIK 0000105016 · EDGAR filings · Updated 2026-06-04

WATSCO INC (WSO) has reported institutional ownership of 100.9%, with 764 institutional managers holding positions valued at $13.9B per the latest 13F reporting period. SEC filings include an active triggering event that accelerates or increases a direct financial obligation (8-K Item 2.04).

Institutional ownership
100.9%
Institutional managers
764
Reported 13F value
$13.9B
Insider activity
11 trans.
−$986.2K net selling
Data flags
1 active
from SEC filings

Latest updates

Institutional ownership overview

According to SEC 13F filings tracked by Sightfile, WATSCO INC has 764 institutional holders and institutional ownership of 100.9%.

Insider activity

Insiders reported 11 transactions (0 buys, 1 sells) across 9 reporting insiders, with a net reported value of −$986.2K.

Data flags from SEC filings

Active triggering event that accelerates or increases a direct financial obligation (8-K Item 2.04), most recently filed 2023-03-22 (recurring since 2023-03-22) — source filing. The authoritative details are those stated in the filing itself.

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Sightfile provides information only — not investment advice, recommendations, or an assessment of any security. Data is derived from official public sources (SEC EDGAR and U.S. government agencies), may contain errors or delays, and should be verified against the source filing before relying on it.
Data sources: SEC EDGAR (filings, 13F, FTD), aggregated by Sightfile. Page updated 2026-06-04.