Watsco Inc
WSOFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Watsco Inc Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 18 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Mar 13, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Sanctuary Advisors, LLC | 2026-03-31 | 7,649 | Not shown | SEC filing |
| BESSEMER GROUP INC | 2026-03-31 | 496 | Not shown | SEC filing |
| Cullen/Frost Bankers, Inc. | 2026-03-31 | 831 | Not shown | SEC filing |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 2026-03-31 | 7,108 | Not shown | SEC filing |
| Venture Visionary Partners LLC | 2026-03-31 | 985 | Not shown | SEC filing |
| Legacy Wealth Managment, LLC/ID | 2026-03-31 | 40 | Not shown | SEC filing |
| Ascentis Independent Advisors | 2026-03-31 | 1,435 | Not shown | SEC filing |
| Torren Management, LLC | 2026-03-31 | 42 | Not shown | SEC filing |
| Police & Firemen's Retirement System of New Jersey | 2026-03-31 | 14,784 | Not shown | SEC filing |
| TOWER BRIDGE ADVISORS | 2026-03-31 | 16,196 | Not shown | SEC filing |
| CIBC Bancorp USA Inc. | 2026-03-31 | 127,904 | Not shown | SEC filing |
| Baker Ellis Asset Management LLC | 2026-03-31 | 1,059 | Not shown | SEC filing |
| Vanguard Personalized Indexing Management, LLC | 2026-03-31 | 4,510 | Not shown | SEC filing |
| WHITTIER TRUST CO | 2026-03-31 | 388 | Not shown | SEC filing |
| EASTERN BANK | 2026-03-31 | 2,314 | Not shown | SEC filing |
| Citizens Business Bank | 2026-03-31 | 1,239 | Not shown | SEC filing |
| Lodestone Wealth Management LLC | 2026-03-31 | 67 | Not shown | SEC filing |
| Bay Harbor Wealth Management, LLC | 2026-03-31 | 2 | Not shown | SEC filing |
| Focus Partners Wealth | 2026-03-31 | 5,429 | Not shown | SEC filing |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 2026-03-31 | 70 | Not shown | SEC filing |
- Each value is checked against Watsco Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 20 rows: no share price from within three months of their report dates is on file, so they could not be checked.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Watsco Inc's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2024-12-18 · LOGAN BARRY S: Larger than all 16 other insider sales of Common stock on file. SEC filing
- 2023-12-12 · ALVAREZ CESAR L: Larger than 11 of the 12 other insider sales of Common Stock on file. SEC filing
- 2022-03-23 · Keeley Brian E.: Larger than 11 of the 12 other insider sales of Common Stock on file. SEC filing
- 2021-04-28 · LOGAN BARRY S: Larger than 15 of the 16 other insider sales of Common stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-06-10 | Custer John Michael · Director | Common stock | S — Open market or private sale | −2,200 | 448.27 | SEC filing |
| 2025-03-05 | ALVAREZ CESAR L · Director | Common stock | S — Open market or private sale | −679 | 498.92 | SEC filing |
| 2025-03-05 | ALVAREZ CESAR L · Director | Common stock | S — Open market or private sale | −1,421 | 500.00 | SEC filing |
| 2024-12-18 | LOGAN BARRY S · Executive Vice President | Common stock | S — Open market or private sale | −10,998 | 508.21 | SEC filing |
| 2024-05-10 | LOGAN BARRY S · Executive Vice President | Common stock | S — Open market or private sale | −774 | 473.85 | SEC filing |
| 2024-05-09 | Macdonald John Alexander · Director | Common stock | S — Open market or private sale | −1,000 | 468.94 | SEC filing |
| 2024-05-09 | Macdonald John Alexander · Director | Common stock | S — Open market or private sale | −1,000 | 465.43 | SEC filing |
| 2024-05-09 | Macdonald John Alexander · Director | Common stock | S — Open market or private sale | −2,682 | 465.75 | SEC filing |
Showing 8 of 12 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-01-07 | Nahmad Aaron J · President | Class B Common stock | A — Grant, award, or other acquisition | +13,955 | SEC filing |
| 2025-12-12 | Lopez-Blazquez Ana · Director | Common stock | M — Exercise or conversion of derivative security | +1,000 | SEC filing |
| 2025-12-12 | Lopez-Blazquez Ana · Director | Stock Option (right to buy) | M — Exercise or conversion of derivative security | −1,000 | SEC filing |
| 2025-12-12 | Lopez-Blazquez Ana · Director | Common stock | F — Payment of exercise price or tax by delivering securities | −707 | SEC filing |
| 2025-12-05 | Dickins Denise · Director | Common stock | G — Bona fide gift | −269 | SEC filing |
| 2025-07-24 | Tapella Gary L · Director | Stock Option (right to buy) | A — Grant, award, or other acquisition | +1,000 | SEC filing |
| 2025-05-15 | Dickins Denise · Director | Common stock | G — Bona fide gift | −191 | SEC filing |
| 2025-05-12 | Dickins Denise · Director | Stock Option (right to buy) | M — Exercise or conversion of derivative security | −4,500 | SEC filing |
Showing 8 of 40 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-03-11 | LOGAN BARRY S · Executive Vice President | Common stock | J — Other acquisition or disposition | +19 | SEC filing |
| 2026-03-11 | NAHMAD ALBERT H · Chairman and CEO | Common stock | J — Other acquisition or disposition | +25 | SEC filing |
| 2026-03-11 | MENENDEZ ANA M · CFO / Treasurer | Common stock | J — Other acquisition or disposition | +25 | SEC filing |
| 2026-03-11 | Nahmad Aaron J · President | Common stock | J — Other acquisition or disposition | +25 | SEC filing |
| 2025-03-13 | NAHMAD ALBERT H · Chairman and CEO | Common stock | J — Other acquisition or disposition | +18 | SEC filing |
| 2025-03-13 | Nahmad Aaron J · President | Common stock | J — Other acquisition or disposition | +18 | SEC filing |
| 2025-03-13 | LOGAN BARRY S · Executive Vice President | Common stock | J — Other acquisition or disposition | +13 | SEC filing |
| 2025-03-13 | MENENDEZ ANA M · CFO / Treasurer | Common stock | J — Other acquisition or disposition | +18 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.