WATSCO INC shareholders Q2 2023

WATSCO INC's ticker is WSO and the CUSIP is 942622200. A total of 666 filers reported holding WATSCO INC in Q2 2023. The put-call ratio across all filers is 3.90 and the average weighting 0.3%.

WATSCO INC shareholders Q2 2023
NameSharesValueWeighting ↓
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 6,785$2,5820.50%
MIDDLETON & CO INC/MA 9,900$3,776,5530.50%
B.O.S.S. Retirement Advisors, LLC 6,114$2,332,1590.50%
Atlas Private Wealth Management, LLC 2,466$940,5840.50%
Inspire Investing, LLC 10,676$4,072,5740.49%
CAMBIAR INVESTORS LLC 30,584$11,666,9030.49%
GENEVA CAPITAL MANAGEMENT LLC 64,631$24,654,6220.49%
WESTFIELD CAPITAL MANAGEMENT CO LP 199,023$75,921,4850.48%
Nebula Research & Development LLC 1,643$626,7550.48%
Conestoga Capital Advisors, LLC 77,887$29,711,5540.47%
FENIMORE ASSET MANAGEMENT INC 48,319$18,432,2490.46%
Mitsubishi UFJ Trust & Banking Corp 514,679$196,334,5980.45%
Burns Matteson Capital Management, LLC 1,737$662,6130.41%
KENFARB & CO. 1,225$467,2850.41%
J.P. Morgan Private Wealth Advisors LLC 198,818$75,842,9230.39%
SCHWARTZ INVESTMENT COUNSEL INC 24,000$9,155,2800.39%
SCOPUS ASSET MANAGEMENT, L.P. 36,000$13,732,9200.38%
SHAKER INVESTMENTS LLC/OH 1,972$752,2590.38%
Triad Investment Management 714$272,3700.38%
Carnegie Capital Asset Management, LLC 25,865$9,866,7220.36%
About WATSCO INC

Watsco Inc. is a leading distributor of heating, ventilation, and air conditioning (HVAC) equipment and related parts and supplies. The company operates in the United States, Canada, Mexico, and Puerto Rico, and has a market capitalization of over $10 billion.

Watsco's success can be attributed to its focus on customer service and its ability to adapt to changing market conditions. The company has a strong network of over 600 locations, which allows it to provide timely and efficient service to its customers.

In recent years, Watsco has also made significant investments in technology, including the development of its own e-commerce platform. This has helped the company to streamline its operations and improve its customer experience.

Despite the challenges posed by the COVID-19 pandemic, Watsco has continued to perform well. In the third quarter of 2020, the company reported record sales and earnings, driven by strong demand for HVAC equipment and supplies.

Looking ahead, Watsco is well-positioned to benefit from the growing demand for energy-efficient HVAC systems and the increasing focus on indoor air quality. With its strong customer relationships, extensive distribution network, and commitment to innovation, Watsco is likely to remain a leader in the HVAC industry for years to come.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

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This page lists WATSCO INC's shareholders in Q2 2023. To view WATSCO INC's shareholder history, click here.