§ TRADING COMPANIES & DISTRIBUTORS
USD · Trading Companies & DistributorsWSO
WATSCO INC
USDSector · Trading Companies & DistributorsBeta · 1.03
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 306.69HIGH 306.69LOW 296.4252W 323.05 — 521.09
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
346 increased/new, 308 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 29.6 | P/B | 4.92 |
| EPS (TTM) | 13.11 | Dividend | 3.19% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 4.1M | 0.0% | +11% |
| Capital International Investors | 3.5M | 0.3% | −25% |
| Capital Research Global Investors | 1.9M | 0.1% | n/a |
| Fidelity Management | 1.9M | 0.0% | −4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for WSO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER36.7% · 610 holders
QUALITY / COMPOUNDER26.4% · 36 holders
PASSIVE / INDEX15.8% · 11 holders
DEALER / BANK13.3% · 63 holders
INCOME / DEFENSIVE3.5% · 35 holders
GROWTH / MOMENTUM2.8% · 1 holder
SYSTEMATIC / QUANT0.9% · 10 holders
TACTICAL / MACRO0.2% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for WSO in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention WSO yet.