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Compiled from SEC Form N-PX filings and WATSCO INC.’s Form 8-K, filed 2024-06-06 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore WATSCO INC. in the interactive database Compare manager voting policies
These tallies are WATSCO INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-06-06 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Barry S. Logan | 21,851,466 | 7,943,948 | 30,807 | -- | 1,707,338 | Majority: yes |
| Elect Director: Aaron J. Nahmad | 51,080,460 | 134,140 | 8,270 | -- | 2,051,430 | Majority: yes |
| Elect Director: Albert H. Nahmad | 51,080,690 | 133,910 | 8,270 | -- | 2,051,430 | Majority: yes |
| Proposal 2. Approval of a non-binding advisory resolution regarding the compensation of the Company's named executive officers. | 65,576,837 | 15,417,207 | 55,047 | -- | 3,758,768 | Majority: yes |
| Proposal 3. Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the 2024 fiscal year. | 84,565,764 | 205,823 | 36,272 | -- | -- | Majority: yes |
Source: WATSCO INC., Form 8-K, filed with the SEC on 2024-06-06 — read the filing on EDGAR.
Each item below shows how the 678 asset managers that disclosed a WATSCO INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of WATSCO INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 24 wordings of this item as funds reported it.
81% Majority: yes · of votes cast
WATSCO INC.’s own tally for this item (“Proposal 2. Approval of a non-binding advisory resolution regarding the compensation of the Company's named executive officers.”): 65,576,837 for, 15,417,207 against, per its Form 8-K filed 2024-06-06 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 668 asset managers below cast 49.0% of the shares they voted on this item FOR (14,718,559 for, 15,303,715 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,865,913 | 0 | 0 | 0 | For |
| Fidelity | 2,845,382 | 423,992 | 0 | 0 | For |
| BlackRock | 26,348 | 2,578,578 | 0 | 0 | Against |
| Charles Schwab | 0 | 2,186,967 | 0 | 0 | Against |
| Capital Group | 1,158,227 | 15 | 0 | 0 | For |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,125,280 | 1,408 | 0 | 0 | For |
| Neuberger Berman | 0 | 945,468 | 0 | 0 | Against |
| BAILLIE GIFFORD & CO LTD | 716,066 | 0 | 0 | 0 | For |
| BLAIR WILLIAM & CO/IL | 0 | 652,034 | 0 | 0 | Against |
| State Street | 613,165 | 16,149 | 0 | 0 | For |
| BAILLIE GIFFORD OVERSEAS LTD | 530,040 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 469,899 | 0 | 0 | Against |
| Invesco | 0 | 453,341 | 0 | 0 | Against |
| Wellington | 435,636 | 0 | 0 | 0 | For |
| RAYMOND JAMES & ASSOCIATES | 0 | 345,318 | 0 | 0 | Against |
| BOSTON FINANCIAL MANGEMENT LLC | 0 | 326,583 | 0 | 0 | Against |
| Baird | 457 | 314,430 | 0 | 0 | Against |
| T. Rowe Price | 282,689 | 0 | 0 | 0 | For |
| Virtus | 270,456 | 0 | 0 | 0 | For |
| DAVENPORT & Co LLC | 238,445 | 0 | 0 | 0 | For |
| JPMorgan | 0 | 235,881 | 0 | 0 | Against |
| First Sentier Investors (Australia) IM Ltd | 226,772 | 125 | 0 | 0 | For |
| WELCH & FORBES LLC | 0 | 213,635 | 0 | 0 | Against |
| Hartford | 210,627 | 0 | 0 | 0 | For |
| Swedbank Robur Fonder AB | 0 | 209,000 | 0 | 0 | Against |
Showing the 25 largest of 668 asset managers. See all 668 in the interactive database.
Combines 8 wordings of this item as funds reported it.
99.7% Majority: yes · of votes cast
WATSCO INC.’s own tally for this item (“Proposal 3. Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the 2024 fiscal year.”): 84,565,764 for, 205,823 against, per its Form 8-K filed 2024-06-06 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 138 asset managers below cast 99.9% of the shares they voted on this item FOR (12,873,789 for, 121 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,818,660 | 0 | 0 | 0 | For |
| BlackRock | 2,133,266 | 0 | 0 | 0 | For |
| Fidelity | 1,785,701 | 0 | 0 | 0 | For |
| Charles Schwab | 975,649 | 0 | 0 | 0 | For |
| Capital Group | 579,018 | 0 | 0 | 0 | For |
| Neuberger Berman | 340,311 | 0 | 0 | 0 | For |
| Virtus | 270,456 | 0 | 0 | 0 | For |
| Invesco | 215,512 | 0 | 0 | 0 | For |
| Hartford | 210,627 | 0 | 0 | 0 | For |
| First Trust | 191,793 | 0 | 0 | 0 | For |
| Baird | 148,991 | 0 | 0 | 0 | For |
| HOWLAND CAPITAL MANAGEMENT LLC | 133,114 | 0 | 0 | 0 | For |
| WILLIAMSBURG INVESTMENT TRUST | 117,594 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 110,964 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 107,280 | 0 | 0 | 0 | For |
| TIAA | 86,916 | 0 | 0 | 0 | For |
| TimesSquare Capital Management, LLC | 81,855 | 0 | 0 | 0 | For |
| T. Rowe Price | 80,230 | 0 | 0 | 0 | For |
| Waddell & Reed | 78,950 | 0 | 0 | 0 | For |
| WisdomTree | 73,380 | 0 | 0 | 0 | For |
| Goldman Sachs | 70,156 | 0 | 0 | 0 | For |
| Allspring | 66,700 | 0 | 0 | 0 | For |
| Jackson National | 63,333 | 0 | 0 | 0 | For |
| SCHWARTZ INVESTMENT TRUST | 56,000 | 0 | 0 | 0 | For |
| Principal | 51,376 | 0 | 0 | 0 | For |
Showing the 25 largest of 138 asset managers. See all 138 in the interactive database.
Combines 5 wordings of this item as funds reported it.
73% Majority: yes · of votes cast
WATSCO INC.’s own tally for this item (“Elect Director: Barry S. Logan”): 21,851,466 for, 7,943,948 against, per its Form 8-K filed 2024-06-06 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 136 asset managers below cast 88% of the shares they voted on this item FOR (11,293,742 for, 1,562,335 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,818,660 | 0 | 0 | 0 | For |
| BlackRock | 2,133,266 | 0 | 0 | 0 | For |
| Fidelity | 1,785,701 | 0 | 0 | 0 | For |
| Charles Schwab | 975,649 | 0 | 0 | 0 | For |
| Capital Group | 579,018 | 0 | 0 | 0 | For |
| Neuberger Berman | 340,311 | 0 | 0 | 0 | For |
| Virtus | 270,456 | 0 | 0 | 0 | For |
| Invesco | 0 | 215,512 | 0 | 0 | Against |
| Hartford | 210,627 | 0 | 0 | 0 | For |
| First Trust | 0 | 191,793 | 0 | 0 | Against |
| Baird | 0 | 148,991 | 0 | 0 | Against |
| HOWLAND CAPITAL MANAGEMENT LLC | 133,114 | 0 | 0 | 0 | For |
| WILLIAMSBURG INVESTMENT TRUST | 117,594 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 110,964 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 107,280 | 0 | 0 | 0 | For |
| TIAA | 86,916 | 0 | 0 | 0 | For |
| TimesSquare Capital Management, LLC | 0 | 81,855 | 0 | 0 | Against |
| T. Rowe Price | 0 | 80,230 | 0 | 0 | Against |
| Waddell & Reed | 0 | 78,950 | 0 | 0 | Against |
| WisdomTree | 0 | 73,380 | 0 | 0 | Against |
| Goldman Sachs | 0 | 70,156 | 0 | 0 | Against |
| Allspring | 0 | 66,700 | 0 | 0 | Against |
| Jackson National | 3,611 | 59,722 | 0 | 0 | Against |
| SCHWARTZ INVESTMENT TRUST | 56,000 | 0 | 0 | 0 | For |
| Principal | 0 | 51,376 | 0 | 0 | Against |
Showing the 25 largest of 136 asset managers. See all 136 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.7% Majority: yes · of votes cast
WATSCO INC.’s own tally for this item (“Elect Director: Aaron J. Nahmad”): 51,080,460 for, 134,140 against, per its Form 8-K filed 2024-06-06 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 3 asset managers below cast 44% of the shares they voted on this item FOR (7,875 for, 9,965 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 0 | 9,881 | 0 | 0 | Against |
| Gabelli | 7,875 | 0 | 0 | 0 | For |
| Allianz | 0 | 84 | 0 | 0 | Against |
Combines 3 wordings of this item as funds reported it.
99.7% Majority: yes · of votes cast
WATSCO INC.’s own tally for this item (“Elect Director: Albert H. Nahmad”): 51,080,690 for, 133,910 against, per its Form 8-K filed 2024-06-06 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 3 asset managers below cast 44% of the shares they voted on this item FOR (7,875 for, 9,965 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 0 | 9,881 | 0 | 0 | Against |
| Gabelli | 7,875 | 0 | 0 | 0 | For |
| Allianz | 0 | 84 | 0 | 0 | Against |
81% Majority: yes · of votes cast
WATSCO INC.’s own tally for this item (“Proposal 2. Approval of a non-binding advisory resolution regarding the compensation of the Company's named executive officers.”): 65,576,837 for, 15,417,207 against, per its Form 8-K filed 2024-06-06 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 2 asset managers below cast 57% of the shares they voted on this item FOR (49 for, 37 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| ArchPoint Investors | 49 | 0 | 0 | 0 | For |
| Empower | 0 | 37 | 0 | 0 | Against |
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (16,429 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| GRACE & WHITE INC /NY | 16,425 | 0 | 0 | 0 | For |
| Members Trust Co | 4 | 0 | 0 | 0 | For |
0.1% fund support · no official result
The 2 asset managers below cast 0.1% of the shares they voted on this item FOR (4 for, 16,425 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| GRACE & WHITE INC /NY | 0 | 16,425 | 0 | 0 | Against |
| Members Trust Co | 4 | 0 | 0 | 0 | For |
Ranked by the number of WATSCO INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 36,406,148 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 10.62% |
| 2 | Fidelity | 8.98% |
| 3 | BlackRock | 7.16% |
| 4 | Charles Schwab | 6.01% |
| 5 | Capital Group | 3.18% |
| 6 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.09% |
| 7 | Neuberger Berman | 2.60% |
| 8 | BAILLIE GIFFORD & CO LTD | 1.97% |
| 9 | BLAIR WILLIAM & CO/IL | 1.79% |
| 10 | State Street | 1.73% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 10.28% | 13F |
| Vanguard Group | 9.75% | 13F |
| FMR (Fidelity) | 8.25% | 13F |
| Charles Schwab | 3.41% | 13F |
| State Street | 3.21% | 13F |
| Wellington Management | 1.77% | 13F |
| Morgan Stanley | 1.68% | 13F |
| Geode Capital | 1.65% | 13F |
| Invesco | 1.31% | 13F |
| BNY Mellon | 1.06% | 13F |
Percentages above are of 36,406,148 shares outstanding, as reported by WATSCO INC. on its Form 10-K dated 2023-12-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from WATSCO INC.’s 10-K dated 2023-12-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At WATSCO INC.'s shareholder meeting held 2024-06-03, in the 2023-2024 proxy season, 678 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,650 separate fund positions. Their filings are grouped here into 8 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — Approval of the advisory resolution regarding the compensation of our named executive officers. — FOR was 81% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: WATSCO INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-06-06.
WATSCO INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.