WSO

Watsco, Inc. WSO

Individual Beneficiary

Name of reporting person Citizenship or organization Sole voting power Shared voting power Sole dispositive power Shared dispositive power Amount beneficially owned Percent of class Accepted date
Capital International Investors DELAWARE 0 0 0 0 3540962 10.1 % 14/05/2026
Capital Research Global Investors DELAWARE 0 0 0 0 1898603 5.4 % 14/05/2026
Vanguard Capital Management PENNSYLVANIA 0 0 0 0 1827568 5.22 % 30/04/2026
Vanguard Portfolio Management PENNSYLVANIA 0 0 0 0 1755266 5.02 % 29/04/2026
The Vanguard Group PENNSYLVANIA 0 0 0 0 0 0 % 27/03/2026
Capital International Investors DELAWARE 0 0 0 0 4704748 13.5 % 13/02/2026
FMR LLC DELAWARE 0 0 0 0 1966899 5.6 % 05/02/2026
Capital International Investors DELAWARE 0 0 0 0 3693164 10.6 % 06/11/2025
Capital International Investors DELAWARE 0 0 0 0 2307011 6.6 % 06/11/2025
FMR LLC DELAWARE 0 0 0 0 3112989 8.9 % 06/08/2025
(1) BlackRock, Inc. Delaware 0 0 3785198 0 3785198 10.9 % 23/10/2024
Abigail P. Johnson United States of America 0 0 3652759 0 3652759 10.512 % 12/08/2024
FMR LLC Delaware 2669887 0 3652759 0 3652759 10.512 % 12/08/2024
(1) BlackRock, Inc. Delaware 3894862 0 4019961 0 4019961 12.1 % 24/01/2023
The Vanguard Group - 23-1945930 Pennsylvania For 0 15655 3266976 44860 3311836 10.03 % 10/02/2022
(1) BlackRock, Inc. Delaware 3528905 0 3677204 0 3677204 11.1 % 26/01/2022
Baillie Gifford & Co (Scottish partnership) SCOTLAND UK 0 0 0 0 2086034 11 % 26/01/2022
(1) BlackRock, Inc. Delaware 3532624 0 3677204 0 3677204 11.1 % 25/01/2022
(1) BlackRock, Inc. Delaware 3335542 0 3452488 0 3452488 10.5 % 26/01/2021
Baillie Gifford & Co (Scottish partnership) SCOTLAND UK 0 0 0 0 1740312 11 % 08/01/2021
Capital World Investors ** Delaware 1280345 0 1280345 0 1280345 3.9 % 13/02/2020
The Vanguard Group - 23-1945930 Pennsylvania 16622 4623 3045859 17034 3062893 9.38 % 12/02/2020
(1) BlackRock, Inc. Delaware 3651358 0 3783457 0 3783457 11.6 % 04/02/2020
52-0556948 Maryland 285600 0 1246178 0 1246178 3.8 % 14/02/2019
Capital World Investors ** Delaware 1643100 0 1643100 0 1643100 5.1 % 13/02/2019
(1) BlackRock, Inc. Delaware 3502428 0 3663158 0 3663158 11.4 % 31/01/2019
(1) BlackRock, Inc. Delaware 3485561 0 3628080 0 3628080 11.3 % 06/04/2018
52-0556948 Maryland 413845 0 2072770 0 2072770 6.7 % 14/02/2018
(1) BlackRock, Inc. Delaware 2568229 0 2682903 0 2682903 8.8 % 23/01/2018
United Technologies Corporation Delaware 0 94784 0 0 94784 0.3 % 28/02/2017
Carrier Corporation Delaware 0 94784 0 0 94784 0.3 % 28/02/2017
(1) BlackRock, Inc. Delaware 2052063 0 2221975 0 2221975 7.3 % 26/01/2017
JPMorgan Chase & Co. Delaware 921798 0 998103 0 998103 3.2 % 07/11/2016
JPMorgan Chase & Co. Delaware 1610632 620 1827088 0 1827123 6 % 01/02/2016
(1) BlackRock, Inc. Delaware 1953191 0 2056761 0 2056761 6.8 % 27/01/2016
Abigail P. Johnson United States of America 0 0 2933652 0 2933652 9.744 % 13/02/2015
Edward C. Johnson 3d United States of America 0 0 2933652 0 2933652 9.744 % 13/02/2015
FMR LLC Delaware 72151 0 2933652 0 2933652 9.744 % 13/02/2015
(1) BlackRock, Inc. Delaware 2330076 0 2435121 0 2435121 8.1 % 23/01/2015
FMR LLC Delaware 46635 0 2719883 0 2719883 9.135 % 14/02/2013
Edward C. Johnson 3d United States of America 0 0 2719883 0 2719883 9.135 % 14/02/2013
Capital Research Global Investors ** Delaware 364700 0 364700 0 364700 1.2 % 13/02/2013
(1) BlackRock, Inc. Delaware 4748870 0 4748870 0 4748870 15.95 % 10/01/2013
United Technologies Corporation Delaware 0 4330469 0 0 4330469 14.6 % 07/05/2012
Carrier Corporation Delaware 0 3080469 0 0 3080469 10.4 % 07/05/2012
FMR LLC Delaware 131 0 1695662 0 1695662 5.981 % 14/02/2012
Edward C. Johnson 3d United States of America 0 0 1695662 0 1695662 5.981 % 14/02/2012
Capital Research Global Investors ** Delaware 2030500 0 2030500 0 2030500 7.2 % 08/02/2012
(1) BlackRock, Inc. Delaware 4300105 0 4300105 0 4300105 15.17 % 10/01/2012
LLC. DELAWARE 1289481 0 1934169 0 1934169 6.891 % 15/02/2011
Merchants’ Gate Capital GP LLC Delaware 0 1003300 0 0 1003300 3.57 % 14/02/2011
Merchants’ Gate Capital LP Delaware 0 1003300 0 0 1003300 3.57 % 14/02/2011
Mr. Jason Capello Canada 0 1003300 0 0 1003300 3.57 % 14/02/2011
Capital Research Global Investors ** Delaware 1886500 0 1886500 0 1886500 6.7 % 10/02/2011
Gate Capital LP Delaware 0 1422600 0 0 1422600 5.07 % 30/07/2010
Jason Capello States 0 1422600 0 0 1422600 5.07 % 30/07/2010
Gate Capital GP LLC Delaware 0 1422600 0 0 1422600 5.07 % 30/07/2010
FRONTIER CAPITAL MANAGEMENT CO., LLC. DELAWARE 1374059 0 1374059 0 1374059 4.928 % 12/02/2010
(1) BlackRock, Inc. Delaware 3568084 0 3568084 0 3568084 12.8 % 08/01/2010
Capital World Investors ** Delaware 428336 0 1496135 0 1496135 5.4 % 08/01/2010
The Income Fund of America, Inc. Delaware 0 0 0 0 1067799 3.8 % 08/01/2010
FRONTIER CAPITAL MANAGEMENT CO., LLC. DELAWARE 1280836 0 1280836 0 1280836 5.22 % 12/02/2009
Invesco Institutional (N.A.) Inc. Invesco PowerShares Capital Management LLC - US 9160 9160 0 0 541360 2.2 % 11/02/2009
04-3519872 Delaware 1365000 0 1425000 0 1425000 5.8 % 10/11/2008
FRONTIER CAPITAL MANAGEMENT CO., LLC. DELAWARE 1230328 0 1230328 0 1230328 5.065 % 14/02/2008
04-3519872 Delaware 2525400 0 2525400 0 2525400 10.8 % 14/02/2006
WAM Acquisition GP, Inc. Delaware 0 2525400 0 2525400 2525400 10.8 % 14/02/2006
(: Georgia 1425133 1178246 4304696 0 4304696 18.3 % 13/09/2005
(: State of Georgia 1664850 646474 2854424 0 2854424 12.4 % 10/02/2005
(: Organization:State of Georgia 0 446445 2306605 0 2306605 11 % 13/09/2004
(on behalf of Merrill Lynch Investment Managers (MLIM"))** NUMBER OF SHARES BENEFICALLY OWNED BY EACH REPORTING PERSON WITH 0 1122685 0 1122685 1122685 4.91 % 09/08/2004
persons ( Number 1061260 224355 1383615 0 1383615 6.1 % 17/02/2004
36-2214610 60606 957785 0 957785 0 957785 3.6 % 06/02/2004
(. Citizenship or Place of Organization 1382129 0 1382129 0 1382129 6.22 % 06/02/2004
36-2214610 Chicago, Illinois 60606 1850550 0 1850550 0 1850550 7.8 % 13/02/2003
(. Citizenship or Place of Organization 1568812 0 1568812 0 1568812 6.38 % 10/02/2003
52-0556948 MARYLAND 335150 0 2054900 0 2054900 8.8 % 09/05/2002
52-0791372 MARYLAND 1050300 0 0 0 1050300 4.5 % 09/05/2002
52-0791372 MARYLAND 2000000 0 0 0 2000000 8.5 % 14/02/2002
52-0556948 MARYLAND 389350 0 3286200 0 3286200 14 % 14/02/2002
52-0556948 MARYLAND 474250 0 3375500 0 3375500 14.2 % 13/02/2001
52-0791372 MARYLAND 2000000 0 0 0 2000000 8.4 % 13/02/2001
(on behalf of Merrill Lynch Asset Management Group ("AMG"))** Delaware 0 3622430 0 3622430 3622430 13.96 % 03/03/2000
Merrill Lynch Special Value Fund, Inc. Maryland 0 2391200 0 2391200 2391200 9.22 % 03/03/2000
(on behalf of Merrill Lynch Asset Management Group ("AMG"))** Delaware 0 3622430 0 3622430 3622430 13.96 % 03/03/2000
Merrill Lynch Special Value Fund, Inc. Maryland 0 2391200 0 2391200 2391200 9.22 % 03/03/2000
52-0556948 MARYLAND 517700 0 3322599 0 3322599 12.8 % 10/02/2000
52-0791372 MARYLAND 2000000 0 0 0 2000000 7.7 % 10/02/2000
(: 22-3330049 New Jersey 0 0 0 0 0 11 % 10/02/2000
MERRILL LYNCH SPECIAL VALUE FUND, INC. Maryland 0 1361200 0 1361200 1361200 5.25 % 04/02/2000
(on behalf of Merrill Lynch Asset Management Group ("AMG"))** Delaware 0 2072975 0 2072975 2072975 7.99 % 04/02/2000
52-0791372 MARYLAND 2024300 0 0 0 2024300 8.1 % 12/02/1999
52-0556948 MARYLAND 784150 0 3677950 0 3677950 14.8 % 12/02/1999
22-3330049 New Jersey 1931100 0 1931100 0 1931100 7.8 % 04/02/1999
52-0791372 MARYLAND 1216200 0 0 0 1216200 8 % 13/02/1998
52-0556948 MARYLAND 408700 0 1824400 0 1824400 12.1 % 13/02/1998
22-3330049 New Jersey 1272700 0 1272700 0 1272700 8.4 % 29/01/1998
52-0556948 MARYLAND 345400 0 1510300 0 1510300 12.9 % 09/05/1997
52-0791372 MARYLAND 1165300 0 0 0 1165300 10 % 09/05/1997
52-0791372 MARYLAND 1165300 0 0 0 1165300 10 % 10/03/1997
52-0556948 MARYLAND 345000 0 1654537 0 1654537 14.2 % 10/03/1997
52-0556948 MARYLAND 341250 0 1540087 0 1406550 12.1 % 13/02/1997
Abigail P. Johnson United States of America 0 0 47270 0 47270 2.25 % 13/02/1997
Edward C. Johnson 3d United States of America 0 0 47270 0 47270 2.25 % 13/02/1997
04-2507163) Commonwealth of Massachusetts 0 0 47270 0 47270 2.25 % 13/02/1997
52-0791372 MARYLAND 1065300 0 0 0 1065300 9.2 % 13/02/1997
22-3330049 New Jersey 787200 0 787200 0 787200 6.7 % 11/02/1997
###-##-####) United States of America 0 0 117780 0 117780 2.46 % 10/04/1996
04-2507163) Commonwealth of Massachusetts 0 0 117780 0 117780 2.46 % 10/04/1996
###-##-####) United States of America 0 0 117780 0 117780 2.46 % 10/04/1996
04-2507163) Commonwealth of Massachusetts 0 0 430130 0 430130 8.8 % 14/02/1996
###-##-####) United States of America 0 0 430130 0 430130 8.8 % 14/02/1996
###-##-####) United States of America 0 0 430130 0 430130 8.8 % 14/02/1996
Corporation Organization 0 0 0 0 0 0 % 10/01/1996
04-2507163) Commonwealth of Massachusetts 0 0 256700 0 256700 8.32 % 13/02/1995
###-##-####) United States of America 0 0 72520 0 72520 6.59 % 13/02/1995
04-2507163) Commonwealth of Massachusetts 0 0 72520 0 72520 6.59 % 13/02/1995
###-##-####) United States of America 0 0 256700 0 256700 8.32 % 13/02/1995
###-##-####) United States of America 0 0 254400 0 254400 9.67 % 14/02/1994
###-##-####) United States of America 0 0 69920 0 69920 6.35 % 14/02/1994
04-2507163) Commonwealth of Massachusetts 0 0 69920 0 69920 6.35 % 14/02/1994
04-2507163) Commonwealth of Massachusetts 0 0 254400 0 254400 9.67 % 14/02/1994

Senat trading

Bureau Date de la transaction Date de réception Type Amount Commentaire

Senat Divulgation

Représentant Date de la transaction Date de divulgation Type Amount District
Valerie Hoyle 2025-09-23 2025-10-10 Sale (Full) $1,001 - $15,000 OR04
Valerie Hoyle 2024-10-29 2025-09-12 Purchase $1,001 - $15,000 OR04
Lisa McClain 2025-06-17 2025-08-13 Purchase $1,001 - $15,000 MI09
Lois Frankel 2023-09-08 2023-10-10 Sale $1,001 - $15,000 FL22
Lois Frankel 2023-06-28 2023-07-28 Sale (Partial) $1,001 - $15,000 FL22
Lois Frankel 2020-07-24 2020-08-24 Sale (Partial) $1,001 - $15,000 FL21
Donna Shalala 2020-05-07 2020-05-15 Sale (Full) $15,001 - $50,000 FL27
Lois Frankel 2020-03-04 2020-03-23 Purchase $1,001 - $15,000 FL21
Lois Frankel 2020-03-03 2020-03-23 Purchase $1,001 - $15,000 FL21