WAVEMAN · COMPANY

WSO · Watsco Inc

LIVE

TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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WSO

Name: WATSCO INC (WSO) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

WATSCO INC

WHOLESALE & RETAIL · WHOLESALE-HARDWARE & PLUMBING & HEATING EQUIPMENT & SUPPLIES · CIK 0000105016

SEC FILINGS☆ WATCH

INSIDER NET · 180D

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

343

13F, latest reported quarter

REVENUE GROWTH

-5.0%

XBRL, annual

NET MARGIN

6.9%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

no Form 4 purchases or sales on file

CONGRESS

no member of Congress has reported trading it

FUNDS

343 funds added or opened last quarter

more than 85% of Wholesale & Retail

REVENUE

-5.0% year over year

below 73% of Wholesale & Retail

MARGIN

6.9% net margin

more than 82% of Wholesale & Retail

BUYBACKS

no share repurchases reported

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

343 funds added or opened positions in the latest 13F quarter, of 788 holders.

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows 343 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

CVNA WMT AMZN SNX RVLV W AZO PSMT WLFC TDUP URBN TTSH

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for WATSCO INC in the period covered. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

Custer John Michael

Director

SELL

2025-06-10

2,200.0

$986.2K

ALVAREZ CESAR L

Director

SELL

2025-03-05

679.0

$338.8K

ALVAREZ CESAR L

Director

SELL

2025-03-05

1,421.0

$710.5K

LOGAN BARRY S

Executive Vice President

SELL

2024-12-18

10,998.0

$5.6M

LOGAN BARRY S

Executive Vice President

SELL

2024-05-10

774.0

$366.8K

17 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 12 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

4,192,920.0 sh

$1.7B

Capital International Investors

3,485,525.0 sh

$1.5B

Capital Research Global Investors

1,902,230.0 sh

$792.7M

VANGUARD PORTFOLIO MANAGEMENT LLC

1,770,531.0 sh

$737.8M

FMR LLC

1,705,273.0 sh

$710.6M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

BBH Select Mid Cap ETF

$30.1M POSITION · AS OF 2026-04-30

5.8%

Virtus KAR Small-Cap Value Fund

$25.6M POSITION · AS OF 2026-03-31

4.3%

Virtus KAR Small-Cap Value Series

$2.1M POSITION · AS OF 2026-03-31

4.1%

SouthernSun U.S. Equity Fund

$1.7M POSITION · AS OF 2026-03-31

3.7%

Advisors Capital Small/Mid Cap Fund

$4.1M POSITION · AS OF 2026-03-31

3.6%

Motley Fool Global Opportunities ETF

$12.2M POSITION · AS OF 2026-02-28

3.4%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2025

$833.6K

-$272.1M

$2.1M

+71%

+91%

2024

$6.4M

$186.4M

$3.6M

+134%

+70%

2023

$11.1M

$265.8M

$4.6M

+107%

+49%

2022

$11.1M

-$80.0M

$3.9M

+17%

+14%

2021

$10.7M

$199.6M

$4.3M

+42%

+28%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$7.2B	$7.6B	$7.3B	$7.3B
GROSS PROFIT	$2.0B	$2.0B	$2.0B	$2.0B
OPERATING INCOME	$720.3M	$781.8M	$794.8M	$831.6M
NET INCOME	$587.6M	$635.7M	$634.1M	$703.7M
EPS (DILUTED)	12.25	13.30	13.67	15.41
OPERATING CASH FLOW	$569.6M	$773.1M	$562.0M	$572.0M
CASH	$433.3M	$526.3M	$210.1M	$147.5M
DIVIDENDS PAID	$473.8M	$423.5M	$382.6M	$332.4M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE