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Compiled from SEC Form N-PX filings and WATSCO INC.’s Form 8-K, filed 2025-06-05 (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 2025-06-05 (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: Gary L. Tapella | 28,752,763 | 1,012,595 | 56,069 | -- | 1,621,889 | Majority: yes |
| Elect Director: J. Michael Custer | 52,415,165 | 116,611 | 32,370 | -- | 1,100,747 | Majority: yes |
| Elect Director: Valerie F. Schimel | 52,424,015 | 120,131 | 20,000 | -- | 1,100,747 | Majority: yes |
| Proposal 2. Approval of a non-binding advisory resolution regarding the compensation of the Company's named executive officers. | 77,563,325 | 4,734,051 | 88,191 | -- | 1,731,964 | Majority: yes |
| Proposal 3. Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the 2025 fiscal year. | 85,042,552 | 41,086 | 24,568 | -- | -- | Majority: yes |
Source: WATSCO INC., Form 8-K, filed with the SEC on 2025-06-05 — read the filing on EDGAR.
Each item below shows how the 744 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.
Meeting held 2025-06-02.
Combines 17 wordings of this item as funds reported it.
94% 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.”): 77,563,325 for, 4,734,051 against, per its Form 8-K filed 2025-06-05 (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 730 asset managers below cast 85% of the shares they voted on this item FOR (27,261,410 for, 4,766,018 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 5,163,391 | 0 | 0 | 0 | For |
| Vanguard | 3,993,809 | 1,343 | 0 | 0 | For |
| BlackRock | 2,900,411 | 15,654 | 0 | 0 | For |
| Charles Schwab | 2,632,543 | 0 | 0 | 0 | For |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,396,585 | 2,866 | 0 | 0 | For |
| Capital Group | 1,268,164 | 0 | 0 | 0 | For |
| Neuberger Berman | 25 | 845,328 | 0 | 0 | Against |
| GEODE CAPITAL MANAGEMENT, LLC | 751,810 | 0 | 0 | 0 | For |
| State Street | 732,163 | 12,974 | 0 | 0 | For |
| BLAIR WILLIAM & CO/IL | 689,215 | 0 | 0 | 0 | For |
| BAILLIE GIFFORD & CO LTD | 475,823 | 0 | 0 | 0 | For |
| BAILLIE GIFFORD OVERSEAS LTD | 406,867 | 0 | 0 | 0 | For |
| CAPTRUST FINANCIAL ADVISORS | 339,067 | 0 | 0 | 0 | For |
| RAYMOND JAMES & ASSOCIATES | 0 | 335,785 | 0 | 0 | Against |
| Virtus | 277,091 | 0 | 0 | 0 | For |
| Northern Trust | 242,892 | 2,544 | 0 | 0 | For |
| LORD, ABBETT & CO. LLC | 239,960 | 0 | 0 | 0 | For |
| Lord Abbett | 239,773 | 0 | 0 | 0 | For |
| MARKEL GROUP INC. | 214,701 | 0 | 0 | 0 | For |
| DAVENPORT & Co LLC | 0 | 211,393 | 0 | 0 | Against |
| WELCH & FORBES LLC | 0 | 206,228 | 0 | 0 | Against |
| Wellington | 201,871 | 0 | 0 | 0 | For |
| BAHL & GAYNOR INC | 200,215 | 0 | 0 | 0 | For |
| Hamlin Capital Management, LLC | 0 | 191,164 | 0 | 0 | Against |
| ENVESTNET ASSET MANAGEMENT INC | 0 | 183,724 | 0 | 0 | Against |
Showing the 25 largest of 730 asset managers. See all 730 in the interactive database.
Meeting held 2025-06-02.
Combines 6 wordings of this item as funds reported it.
99.9% 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 2025 fiscal year.”): 85,042,552 for, 41,086 against, per its Form 8-K filed 2025-06-05 (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 139 asset managers below cast 99.9% of the shares they voted on this item FOR (13,668,175 for, 268 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,925,365 | 0 | 0 | 0 | For |
| Fidelity | 2,842,017 | 0 | 0 | 0 | For |
| BlackRock | 2,120,729 | 0 | 0 | 0 | For |
| Charles Schwab | 1,197,227 | 0 | 0 | 0 | For |
| Capital Group | 634,018 | 0 | 0 | 0 | For |
| Neuberger Berman | 298,955 | 0 | 0 | 0 | For |
| Virtus | 277,091 | 0 | 0 | 0 | For |
| Lord Abbett | 239,773 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 122,001 | 0 | 0 | 0 | For |
| First Trust | 112,513 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 97,192 | 0 | 0 | 0 | For |
| WILLIAMSBURG INVESTMENT TRUST | 92,143 | 0 | 0 | 0 | For |
| Hartford | 82,724 | 0 | 0 | 0 | For |
| TIAA | 77,630 | 0 | 0 | 0 | For |
| ETF Series Solutions | 74,507 | 0 | 0 | 0 | For |
| Goldman Sachs | 66,953 | 0 | 0 | 0 | For |
| SCHWARTZ INVESTMENT TRUST | 66,000 | 0 | 0 | 0 | For |
| Jackson National | 54,111 | 0 | 0 | 0 | For |
| Equitable | 53,596 | 0 | 0 | 0 | For |
| JPMorgan | 52,327 | 0 | 0 | 0 | For |
| Waddell & Reed | 52,267 | 0 | 0 | 0 | For |
| BBH Trust | 49,648 | 0 | 0 | 0 | For |
| Invesco | 49,133 | 0 | 0 | 0 | For |
| WisdomTree | 47,098 | 0 | 0 | 0 | For |
| Value Line Mid Cap Focused Fund, Inc. | 46,628 | 0 | 0 | 0 | For |
Showing the 25 largest of 139 asset managers. See all 139 in the interactive database.
Meeting held 2025-06-02.
Combines 4 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
WATSCO INC.’s own tally for this item (“Elect Director: Gary L. Tapella”): 28,752,763 for, 1,012,595 against, per its Form 8-K filed 2025-06-05 (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 134 asset managers below cast 99.3% of the shares they voted on this item FOR (13,443,444 for, 86,589 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,925,363 | 1 | 0 | 0 | For |
| Fidelity | 2,842,017 | 0 | 0 | 0 | For |
| BlackRock | 2,120,729 | 0 | 0 | 0 | For |
| Charles Schwab | 1,197,227 | 0 | 0 | 0 | For |
| Capital Group | 634,018 | 0 | 0 | 0 | For |
| Neuberger Berman | 298,955 | 0 | 0 | 0 | For |
| Virtus | 277,091 | 0 | 0 | 0 | For |
| Lord Abbett | 239,773 | 0 | 0 | 0 | For |
| First Trust | 112,513 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 97,192 | 0 | 0 | 0 | For |
| WILLIAMSBURG INVESTMENT TRUST | 92,143 | 0 | 0 | 0 | For |
| Hartford | 82,724 | 0 | 0 | 0 | For |
| TIAA | 77,630 | 0 | 0 | 0 | For |
| ETF Series Solutions | 74,507 | 0 | 0 | 0 | For |
| Goldman Sachs | 66,953 | 0 | 0 | 0 | For |
| SCHWARTZ INVESTMENT TRUST | 66,000 | 0 | 0 | 0 | For |
| Jackson National | 54,111 | 0 | 0 | 0 | For |
| Equitable | 53,596 | 0 | 0 | 0 | For |
| JPMorgan | 52,327 | 0 | 0 | 0 | For |
| Waddell & Reed | 52,267 | 0 | 0 | 0 | For |
| BBH Trust | 49,648 | 0 | 0 | 0 | For |
| Invesco | 49,133 | 0 | 0 | 0 | For |
| WisdomTree | 47,098 | 0 | 0 | 0 | For |
| Value Line Mid Cap Focused Fund, Inc. | 46,628 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 46,390 | 0 | 0 | 0 | For |
Showing the 25 largest of 134 asset managers. See all 134 in the interactive database.
Meeting held 2024-06-03 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).
Combines 2 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 5 asset managers below cast 78% of the shares they voted on this item FOR (15,599 for, 4,436 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Ipswich Investment Management Co., Inc. | 15,309 | 0 | 0 | 0 | For |
| COLDSTREAM CAPITAL MANAGEMENT INC | 0 | 4,230 | 0 | 0 | Against |
| Americana Partners, LLC | 290 | 0 | 0 | 0 | For |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 0 | 206 | 0 | 0 | Against |
| Echo45 Advisors LLC | 0 | 0 | 0 | 0 | -- |
Meeting held 2025-06-02.
Combines 2 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: J. Michael Custer”): 52,415,165 for, 116,611 against, per its Form 8-K filed 2025-06-05 (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 4 asset managers below cast 48.0% of the shares they voted on this item FOR (7,875 for, 8,515 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 0 | 8,431 | 0 | 0 | Against |
| Gabelli | 7,875 | 0 | 0 | 0 | For |
| Allianz | 0 | 84 | 0 | 0 | Against |
| NEIMAN FUNDS | 0 | 0 | 0 | 0 | -- |
Meeting held 2025-06-02.
Combines 2 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: Valerie F. Schimel”): 52,424,015 for, 120,131 against, per its Form 8-K filed 2025-06-05 (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 4 asset managers below cast 48.0% of the shares they voted on this item FOR (7,875 for, 8,515 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 0 | 8,431 | 0 | 0 | Against |
| Gabelli | 7,875 | 0 | 0 | 0 | For |
| Allianz | 0 | 84 | 0 | 0 | Against |
| NEIMAN FUNDS | 0 | 0 | 0 | 0 | -- |
Meeting held 2025-06-02.
All nominees (reported as one line). These filers reported the election of directors as a single line covering every nominee. It is not attributed to any one director, and no share total is shown for it.
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| ADVISORS' INNER CIRCLE FUND | 122,001 | 0 | 0 | 0 | For |
| ESL Trust Services, LLC | 14 | 0 | 0 | 0 | For |
Ranked by the number of WATSCO INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 37,752,203 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 13.68% |
| 2 | Vanguard | 10.58% |
| 3 | BlackRock | 7.72% |
| 4 | Charles Schwab | 6.98% |
| 5 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.71% |
| 6 | Capital Group | 3.36% |
| 7 | Neuberger Berman | 2.24% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.99% |
| 9 | State Street | 1.97% |
| 10 | BLAIR WILLIAM & CO/IL | 1.83% |
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 | 9.86% | 13F |
| Vanguard Group | 9.45% | 13F |
| Capital International Investors | 9.38% | 13G |
| FMR (Fidelity) | 9.03% | 13F |
| Capital Research Global Investors | 5.03% | 13G |
| Charles Schwab | 3.85% | 13F |
| State Street | 3.28% | 13F |
| Geode Capital | 2.02% | 13F |
| Morgan Stanley | 1.77% | 13F |
| JPMorgan Chase | 1.31% | 13F |
Percentages above are of 37,752,203 shares outstanding, as reported by WATSCO INC. on its Form 10-Q dated 2025-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 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-Q dated 2025-03-31. 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 2025-06-02, in the 2024-2025 proxy season, 744 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,632 separate fund positions. Their filings are grouped here into 7 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 94% 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 2025-06-05.
WATSCO INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.