Also trades as: WSO (NYSE) · $vol 149M
WSO-B Institutional Ownership
Watsco, Inc.
1W: +2.8%
1M: -4.9%
3M: -6.9%
YTD: -24.0%
1Y: -26.6%
3Y: -15.5%
5Y: +19.9%
$295.60
+8.10 (+2.82%)
Credit Risk of going bust: lower than 84% of companies Debt: 4.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.02 (down 99.7%), Watsco, Inc. would be worth roughly what it owes.
Total debt $553.7M against a stock market value of $12.54B.
Distance to default 11.09 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $276.9M (short-term plus half of long-term), stock volatility 35.2%; Altman Z'' 5.80. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.02 (down 99.7%), Watsco, Inc. would be worth roughly what it owes.
Total debt $553.7M against a stock market value of $12.54B.
Distance to default 11.09 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $276.9M (short-term plus half of long-term), stock volatility 35.2%; Altman Z'' 5.80. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — WSO-B
14
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
$9M
Total Invested
2
New Positions
0
Increased
5
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 10,265 | $3M | — | +0.0% | 90Q | SEC ↗ |
| 2 | GABELLI FUNDS LLC | 7,800 | $2M | — | +0.0% | 66Q | SEC ↗ |
| 3 | FAS Wealth Partners, Inc. | 2,163 | $639K | — | +0.0% | 20Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC | 1,354 | $400K | -14 | -1.0% | 5Q | SEC ↗ |
| 5 | DF DENT & CO INC | 1,245 | $368K | — | +0.0% | 2Q | SEC ↗ |
| 6 | Modern Wealth Management, LLC NEW | 868 | $257K | — | +0.0% | 1Q | SEC ↗ |
| 7 | MORGAN STANLEY | 589 | $174K | — | +0.0% | 51Q | SEC ↗ |
| 8 | Beacon Pointe Advisors, LLC NEW | 553 | $163K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Crews Bank & Trust | 500 | $148K | -150 | -23.1% | 7Q | SEC ↗ |
| 10 | UMB Bank, n.a. | 332 | $98K | — | +0.0% | 26Q | SEC ↗ |
| 11 | Tower Research Capital LLC (TRC) | 10 | $3K | -1 | -9.1% | 5Q | SEC ↗ |
| 12 | BlackRock, Inc. | 1 | $0K | — | +0.0% | 8Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 0 | $0K | -557 | -100.0% | 1Q | SEC ↗ |
| 14 | Ethic Inc. | 0 | $0K | -2,850 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Modern Wealth Management, LLC | 868 | $257K |
| Beacon Pointe Advisors, LLC | 553 | $163K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ethic Inc. | 2,850 | $842K |
| RAYMOND JAMES FINANCIAL INC | 557 | $165K |
Biggest Increases (0)
None.
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Crews Bank & Trust | -150 | -23.1% | 500 |
| GOLDMAN SACHS GROUP INC | -14 | -1.0% | 1,354 |
| Tower Research Capital LLC (TRC) | -1 | -9.1% | 10 |