Watsco Inc (WSO)
- Sector
- Trading Companies & Distributors
- Last price
- $295.09
- As of
Kresmion compiles this page from WSO's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
WATSCO INC (WSO): 5 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-10-14.
See the full WSO dossier
Price with insider and filing markers, who is positioning, fundamentals and peers for WSO on one page. Preview it with sample data, then open it live with a free account.
Preview the WSO dossierActive signals for WSO
- highCONSENSUS_BUY
4 tracked funds increased WSO this 2026Q2, institutional consensus
- highCONSENSUS_BUY
3 tracked funds increased WSO this 2026Q2, institutional consensus
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +113% to WSO (2026Q2)
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +142% to WSO (2026Q2)
- highINSTITUTIONAL_EXIT
MILLENNIUM MANAGEMENT LLC cut 82% of WSO (2026Q2)
FREE, NO ACCOUNT
Every signal on WSO, as it fires
You are seeing 5 of 16 signals recorded on WSO since 2026-05-29.
The five above landed across 2 days. The other 11 were recorded on 3 other days. 9 of the 16 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in WSO (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLCCUSIP 942622200 · 2026Q2 | $63M | 0.09% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 942622200 · 2026Q2 | $39.9M | 0.03% | , |
| Bridgewater Associates, LPCUSIP 942622200 · 2026Q2 | $20M | 0.08% | , |
| CITADEL ADVISORS LLCCUSIP 942622200 · 2026Q2 | $12.8M | 0.00% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 942622200 · 2026Q2 | $3.5M | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, WSO
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
WSO against its peers
WSO's operating margin of 10.0% ranks in the 68th percentile of 16 Trading Companies & Distributors sub-industry peers, fiscal periods ending between 2025-07-31 and 2026-06-30.
| Metric | WSO | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 7.2B USD | 4.3B USD | 74 | 16 |
| Gross margin | 28.0% | 30.3% | 46 | 13 |
| Operating margin | 10.0% | 8.0% | 68 | 16 |
| Net margin | 6.9% | 5.9% | 68 | 16 |
| Return on equity | 17.9% | 12.3% | 62 | 16 |
| P / E | 24.1x | 24.3x | 46 | 13 |
| 1 year | -19.5% | 6.3% | 15 | 16 |
Peers (16): AIT, QXO, WCC, CNM, RUSHA, FERG, DNOW, MGRC, BCC, FAST, URI, KRT, NPKI, TRNS, TITN, HDSN. Left out: MSM (no annual filing), WLFC (no annual filing). Fiscal periods ending between 2025-07-31 and 2026-06-30. Every figure is one full fiscal year read from one annual filing (WSO: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
Related tickers
Follow WSO on a live board
Kresmion is a cross-asset market-intelligence terminal. Open a board scoped to WSO for its filings, 13F changes, insider trades, options positioning, and confluence read in one view, each with its source.