Also trades as: WSO-B (NYSE) · $vol 0M
WSO Institutional Ownership
Watsco, Inc.
1W: -0.2%
1M: -2.8%
3M: -4.9%
YTD: -10.2%
1Y: -13.9%
3Y: -5.7%
5Y: +21.7%
$301.04
-4.29 (-1.41%)
Weekly Expected Move ±5.3%
$289
$306
$323
$340
$357
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 $1.04 (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 $1.04 (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.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — WSO
863
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
$16B
Total Invested
97
New Positions
246
Increased
378
Reduced
71
Closed
1.80
Put/Call Ratio
Ownership Trends
Top Institutional Holders (937 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,192,919 | $1.3B | +102,864 | +2.5% | 8Q | SEC ↗ |
| 2 | Capital International Investors | 3,485,525 | $1.0B | +8,294 | +0.2% | 5Q | SEC ↗ |
| 3 | Capital Research Global Investors | 1,902,230 | $573M | +3,627 | +0.2% | 2Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,770,531 | $533M | +19,477 | +1.1% | 2Q | SEC ↗ |
| 5 | FMR LLC | 1,705,273 | $513M | -185,049 | -9.8% | 64Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1,579,210 | $475M | +11,711 | +0.7% | 2Q | SEC ↗ |
| 7 | Sixth Street Partners Management Compa NEW | 1,459,768 | $439M | — | +0.0% | 1Q | SEC ↗ |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,459,768 | $439M | +119,367 | +8.9% | 15Q | SEC ↗ |
| 9 | STATE STREET CORP | 1,323,011 | $398M | +49,070 | +3.9% | 46Q | SEC ↗ |
| 10 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 1,134,361 | $341M | -194,844 | -14.7% | 42Q | SEC ↗ |
| 11 | BAILLIE GIFFORD & CO | 1,129,536 | $340M | -7,722 | -0.7% | 56Q | SEC ↗ |
| 12 | MORGAN STANLEY | 902,406 | $272M | +11,414 | +1.3% | 60Q | SEC ↗ |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 659,265 | $198M | +5,235 | +0.8% | 92Q | SEC ↗ |
| 14 | Markel Group Inc. | 597,750 | $180M | +15,581 | +2.7% | 47Q | SEC ↗ |
| 15 | BLAIR WILLIAM & CO/IL | 564,024 | $170M | -18,676 | -3.2% | 65Q | SEC ↗ |
| 16 | DAVENPORT & Co LLC | 530,366 | $160M | -14,912 | -2.7% | 15Q | SEC ↗ |
| 17 | WELLS FARGO & COMPANY/MN | 398,839 | $120M | -22,349 | -5.3% | 101Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 386,397 | $116M | -40,508 | -9.5% | 7Q | SEC ↗ |
| 19 | UBS Group AG | 360,182 | $108M | -2,945 | -0.8% | 47Q | SEC ↗ |
| 20 | NORGES BANK NEW | 340,450 | $102M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Capital World Investors | 339,018 | $102M | — | +0.0% | 75Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC | 333,871 | $101M | -226,801 | -40.5% | 15Q | SEC ↗ |
| 23 | NORTHERN TRUST CORP | 333,627 | $100M | +8,321 | +2.6% | 110Q | SEC ↗ |
| 24 | Hamlin Capital Management, LLC | 304,324 | $92M | -33,011 | -9.8% | 14Q | SEC ↗ |
| 25 | CAPTRUST FINANCIAL ADVISORS | 299,013 | $90M | -31,870 | -9.6% | 35Q | SEC ↗ |
| 26 | BANK OF AMERICA CORP /DE | 286,256 | $86M | +46,650 | +19.5% | 15Q | SEC ↗ |
| 27 | Bahl & Gaynor LLC | 267,656 | $81M | +5,732 | +2.2% | 58Q | SEC ↗ |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 260,848 | $79M | -31,508 | -10.8% | 31Q | SEC ↗ |
| 29 | PRINCIPAL FINANCIAL GROUP INC | 246,130 | $74M | +71,579 | +41.0% | 83Q | SEC ↗ |
| 30 | DIMENSIONAL FUND ADVISORS LP | 235,277 | $71M | +8,360 | +3.7% | 102Q | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 235,013 | $71M | -16,765 | -6.7% | 76Q | SEC ↗ |
| 32 | CALEDONIA INVESTMENTS PLC | 232,927 | $70M | — | +0.0% | 38Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO | 221,702 | $67M | +4,951 | +2.3% | 2Q | SEC ↗ |
| 34 | Welch & Forbes LLC | 209,280 | $63M | -525 | -0.3% | 15Q | SEC ↗ |
| 35 | JPMORGAN CHASE & CO | 207,064 | $62M | +5,765 | +2.9% | 92Q | SEC ↗ |
| 36 | BROWN BROTHERS HARRIMAN & CO | 203,204 | $61M | -22,792 | -10.1% | 15Q | SEC ↗ |
| 37 | Findlay Park Partners LLP NEW | 188,840 | $57M | — | +0.0% | 1Q | SEC ↗ |
| 38 | DONALDSON CAPITAL MANAGEMENT, LLC | 166,210 | $50M | +3,571 | +2.2% | 43Q | SEC ↗ |
| 39 | AMERIPRISE FINANCIAL INC | 160,683 | $48M | +92,111 | +134.3% | 16Q | SEC ↗ |
| 40 | BROWN ADVISORY INC | 151,676 | $46M | +48,776 | +47.4% | 17Q | SEC ↗ |
| 41 | RENAISSANCE TECHNOLOGIES LLC | 151,160 | $46M | -65,240 | -30.1% | 8Q | SEC ↗ |
| 42 | ROYAL BANK OF CANADA | 148,207 | $45M | +4,034 | +2.8% | 67Q | SEC ↗ |
| 43 | Corient Private Wealth LP | 144,919 | $44M | +1,703 | +1.2% | 15Q | SEC ↗ |
| 44 | Vantage Investment Partners, LLC | 140,544 | $42M | -31,320 | -18.2% | 10Q | SEC ↗ |
| 45 | CITIGROUP INC | 139,518 | $42M | +54,066 | +63.3% | 63Q | SEC ↗ |
| 46 | UBS AM, a distinct business unit of UB | 135,045 | $41M | -14,647 | -9.8% | 60Q | SEC ↗ |
| 47 | WELLINGTON MANAGEMENT GROUP LLP | 132,056 | $40M | -8,114 | -5.8% | 30Q | SEC ↗ |
| 48 | Epoch Investment Partners, Inc. | 131,903 | $40M | -1,566 | -1.2% | 4Q | SEC ↗ |
| 49 | NEUBERGER BERMAN GROUP LLC | 130,302 | $39M | -180 | -0.1% | 59Q | SEC ↗ |
| 50 | BENJAMIN EDWARDS INC | 128,444 | $39M | -13,457 | -9.5% | 30Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 1,459,768 | $439M |
| NORGES BANK | 340,450 | $102M |
| Findlay Park Partners LLP | 188,840 | $57M |
| Giverny Capital Inc. | 65,975 | $20M |
| Bridgewater Associates, LP | 47,897 | $14M |
| Squarepoint Ops LLC | 28,187 | $8M |
| ING GROEP NV | 25,400 | $8M |
| Erste Asset Management GmbH | 21,300 | $6M |
| Nykredit A/S | 12,811 | $4M |
| TUDOR INVESTMENT CORP ET AL | 12,083 | $4M |
| Elo Mutual Pension Insurance Co | 11,470 | $3M |
| Lansforsakringar Fondforvaltning AB | 7,815 | $2M |
| 1834 INVESTMENT ADVISORS CO | 4,563 | $1M |
| Schonfeld Strategic Advisors LLC | 4,381 | $1M |
| Equitable Holdings, Inc. | 3,577 | $1M |
| Regents Gate Capital LLP | 3,278 | $987K |
| Daiichi Life Insurance Co., Ltd. | 3,131 | $943K |
| PICTON MAHONEY ASSET MANAGEMENT | 3,013 | $907K |
| Xcelsior Advisor Partners LLC | 3,005 | $905K |
| Jupiter Topco LLC | 2,237 | $673K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Junto Capital Management LP | 145,151 | $44M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 120,497 | $36M |
| D. E. Shaw & Co., Inc. | 62,727 | $19M |
| SCHWARTZ INVESTMENT COUNSEL INC | 25,185 | $8M |
| HRT FINANCIAL LP | 23,461 | $7M |
| Motley Fool Wealth Management, LLC | 12,992 | $4M |
| SummitTX Capital, L.P. | 9,756 | $3M |
| AGF MANAGEMENT LTD | 9,685 | $3M |
| Verition Fund Management LLC | 9,156 | $3M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | 8,750 | $3M |
| Tredje AP-fonden | 8,497 | $3M |
| NICOLA WEALTH MANAGEMENT LTD. | 8,000 | $2M |
| Skandinaviska Enskilda Banken AB (p | 6,931 | $2M |
| OCCUDO QUANTITATIVE STRATEGIES LP | 6,669 | $2M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 6,418 | $2M |
| Atom Investors LP | 5,848 | $2M |
| Weiss Asset Management LP | 5,519 | $2M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 4,630 | $1M |
| Northwest & Ethical Investments L.P | 4,555 | $1M |
| Bank Julius Baer & Co. Ltd, Zurich | 3,948 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +119,367 | +8.9% | 1,459,768 |
| BlackRock, Inc. | +102,864 | +2.5% | 4,192,919 |
| AMERIPRISE FINANCIAL INC | +92,111 | +134.3% | 160,683 |
| PRINCIPAL FINANCIAL GROUP INC | +71,579 | +41.0% | 246,130 |
| AE Wealth Management LLC | +64,879 | +6573.4% | 65,866 |
| CITIGROUP INC | +54,066 | +63.3% | 139,518 |
| AQR CAPITAL MANAGEMENT LLC | +50,218 | +237.3% | 71,378 |
| STATE STREET CORP | +49,070 | +3.9% | 1,323,011 |
| BROWN ADVISORY INC | +48,776 | +47.4% | 151,676 |
| Vident Advisory, LLC | +48,516 | +2695.3% | 50,316 |
| BANK OF AMERICA CORP /DE | +46,650 | +19.5% | 286,256 |
| Swedbank AB | +28,790 | +49.5% | 87,004 |
| DEUTSCHE BANK AG | +28,298 | +44.3% | 92,175 |
| DUDLEY & SHANLEY, INC. | +22,320 | +40.1% | 78,012 |
| BANK OF NOVA SCOTIA | +21,757 | +608.8% | 25,331 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +19,477 | +1.1% | 1,770,531 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | +16,891 | +2090.5% | 17,699 |
| Markel Group Inc. | +15,581 | +2.7% | 597,750 |
| Invesco Ltd. | +14,996 | +19.9% | 90,437 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | +14,558 | +369.7% | 18,496 |