Capital International Investors discloses 13.5% Watsco (WSO) stake in 13G/A
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary
Capital International Investors, a division of Capital Research and Management Company and related investment management entities, reports a significant ownership stake in Watsco, Inc. common stock. As of 12/31/2025, it is deemed to beneficially own 4,704,748 shares, representing 13.5% of the company’s 34,923,800 shares believed outstanding.
The group has sole voting power over 4,659,912 shares and sole dispositive power over 4,704,748 shares, with no shared voting or dispositive power. It certifies that the shares were acquired and are held in the ordinary course of business, not to change or influence control of Watsco.
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FAQ
What ownership stake in Watsco, Inc. (WSO) does Capital International Investors report?
Capital International Investors reports beneficial ownership of 4,704,748 Watsco common shares, representing 13.5% of the class. This percentage is based on 34,923,800 Watsco shares believed to be outstanding as of December 31, 2025, indicating a sizable institutional position.
Is Capital International Investors seeking to influence control of Watsco (WSO)?
Capital International Investors certifies the Watsco shares were acquired and are held in the ordinary course of business. It further states they were not acquired and are not held for the purpose or effect of changing or influencing control of Watsco, consistent with a Schedule 13G filing.
What is the significance of the 13.5% ownership of Watsco (WSO)?
The filing states Capital International Investors beneficially owns 13.5% of Watsco’s common stock. This level of ownership makes it a major institutional holder, though the filer certifies the stake is not intended to change or influence control of the company’s management or policies.
Who signed the Watsco (WSO) Schedule 13G/A for Capital International Investors?
The Schedule 13G/A is signed by Jae Won Chung, identified as Vice President and Senior Counsel II of Capital Research and Management Company. The signature certifies, after reasonable inquiry, that the information in the statement is true, complete, and correct as of the filing date.
Which entities are associated with Capital International Investors in the Watsco (WSO) filing?
Capital International Investors is described as a division of Capital Research and Management Company and related investment management subsidiaries and affiliates. These include Capital Bank and Trust Company, several Capital International entities, Capital Group Private Client Services, Inc., and Capital Group Investment Management Private Limited.