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Compiled from SEC Form N-PX filings and Watsco, Inc.’s Form 8-K, filed 2026-06-03 (Item 5.07 on EDGAR). Page generated 04 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 2026-06-03 (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: Ana Lopez-Blazquez | 24,485,246 | 6,076,578 | 17,619 | -- | 1,629,623 | Majority: yes |
| Elect Director: Cesar L. Alvarez | 53,231,431 | 111,874 | 12,375 | -- | 1,240,714 | Majority: yes |
| Elect Director: Denise Dickins | 53,242,653 | 113,027 | -- | -- | 1,240,714 | Majority: yes |
| Proposal 2. Approval of a non-binding advisory resolution regarding the compensation of the Company's named executive officers. | 80,839,936 | 2,969,397 | 125,790 | -- | 2,870,337 | Majority: yes |
| Proposal 3. Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the 2026 fiscal year. | 86,731,800 | 9,111 | 64,545 | -- | -- | Majority: yes |
Source: Watsco, Inc., Form 8-K, filed with the SEC on 2026-06-03 — read the filing on EDGAR.
Each item below shows how the 720 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 2026-06-01.
Combines 15 wordings of this item as funds reported it.
96% 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.”): 80,839,936 for, 2,969,397 against, per its Form 8-K filed 2026-06-03 (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 709 asset managers below cast 93% of the shares they voted on this item FOR (34,342,008 for, 2,680,082 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Capital Group | 9,228,864 | 0 | 0 | 0 | For |
| Vanguard | 4,168,866 | 3,116 | 0 | 0 | For |
| BlackRock | 2,735,682 | 14,831 | 0 | 0 | For |
| Charles Schwab | 2,359,952 | 165 | 0 | 0 | For |
| Fidelity | 1,888,072 | 275 | 0 | 0 | For |
| Capital Research Global Investors | 1,859,730 | 0 | 0 | 0 | For |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,191,742 | 6,981 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 620,128 | 0 | 0 | 0 | For |
| BAILLIE GIFFORD OVERSEAS LTD | 617,569 | 0 | 0 | 0 | For |
| MARKEL GROUP INC. | 582,169 | 0 | 0 | 0 | For |
| DAVENPORT & Co LLC | 0 | 517,727 | 0 | 0 | Against |
| BLAIR WILLIAM & CO/IL | 484,169 | 0 | 0 | 0 | For |
| State Street | 446,645 | 6,045 | 0 | 0 | For |
| BAILLIE GIFFORD & CO LTD | 415,366 | 0 | 0 | 0 | For |
| RAYMOND JAMES & ASSOCIATES | 0 | 379,555 | 0 | 0 | Against |
| Goldman Sachs | 339,807 | 0 | 0 | 0 | For |
| WELLS FARGO CLEARING SERVICES, LLC | 310,406 | 0 | 0 | 0 | For |
| CAPTRUST FINANCIAL ADVISORS | 279,523 | 0 | 0 | 0 | For |
| Virtus | 227,334 | 0 | 0 | 0 | For |
| ENVESTNET ASSET MANAGEMENT INC | 0 | 216,217 | 0 | 0 | Against |
| Northern Trust | 208,769 | 2,622 | 0 | 0 | For |
| WELCH & FORBES LLC | 0 | 204,814 | 0 | 0 | Against |
| Hamlin Capital Management, LLC | 192,163 | 0 | 0 | 0 | For |
| Bahl & Gaynor LLC | 188,757 | 0 | 0 | 0 | For |
| Neuberger Berman | 0 | 183,464 | 0 | 0 | Against |
Showing the 25 largest of 709 asset managers. See all 709 in the interactive database.
Meeting held 2026-06-01.
Combines 5 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 2026 fiscal year.”): 86,731,800 for, 9,111 against, per its Form 8-K filed 2026-06-03 (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 124 asset managers below cast 100% of the shares they voted on this item FOR (15,932,129 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Capital Group | 5,488,399 | 0 | 0 | 0 | For |
| Vanguard | 3,916,074 | 0 | 0 | 0 | For |
| BlackRock | 2,456,007 | 0 | 0 | 0 | For |
| Fidelity | 1,166,345 | 0 | 0 | 0 | For |
| Charles Schwab | 1,037,915 | 0 | 0 | 0 | For |
| Virtus | 227,334 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 143,604 | 0 | 0 | 0 | For |
| Goldman Sachs | 99,011 | 0 | 0 | 0 | For |
| ETF Series Solutions | 84,772 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 73,017 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 69,599 | 0 | 0 | 0 | For |
| New York Life | 69,547 | 0 | 0 | 0 | For |
| BBH Trust | 67,390 | 0 | 0 | 0 | For |
| Waddell & Reed | 57,453 | 0 | 0 | 0 | For |
| Neuberger Berman | 51,100 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 47,706 | 0 | 0 | 0 | For |
| Principal | 45,597 | 0 | 0 | 0 | For |
| Federated Hermes | 44,509 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 41,265 | 0 | 0 | 0 | For |
| Equitable | 40,200 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 39,135 | 0 | 0 | 0 | For |
| John Hancock | 38,533 | 0 | 0 | 0 | For |
| JPMorgan | 38,122 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 36,460 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 29,948 | 0 | 0 | 0 | For |
Showing the 25 largest of 124 asset managers. See all 124 in the interactive database.
Meeting held 2026-06-01.
Combines 5 wordings of this item as funds reported it.
80% Majority: yes · of votes cast
Watsco, Inc.’s own tally for this item (“Elect Director: Ana Lopez-Blazquez”): 24,485,246 for, 6,076,578 against, per its Form 8-K filed 2026-06-03 (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 122 asset managers below cast 93% of the shares they voted on this item FOR (14,613,066 for, 1,178,099 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Capital Group | 5,488,399 | 0 | 0 | 0 | For |
| Vanguard | 3,916,041 | 33 | 0 | 0 | For |
| BlackRock | 2,456,007 | 0 | 0 | 0 | For |
| Fidelity | 673,397 | 492,948 | 0 | 0 | For |
| Charles Schwab | 1,037,915 | 0 | 0 | 0 | For |
| Virtus | 226,553 | 781 | 0 | 0 | For |
| Goldman Sachs | 99,011 | 0 | 0 | 0 | For |
| ETF Series Solutions | 84,577 | 195 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 73,017 | 0 | 0 | Against |
| ALPS ETF Trust | 0 | 69,599 | 0 | 0 | Against |
| New York Life | 28,353 | 41,194 | 0 | 0 | Against |
| BBH Trust | 67,390 | 0 | 0 | 0 | For |
| Waddell & Reed | 0 | 57,453 | 0 | 0 | Against |
| Neuberger Berman | 51,100 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 4,793 | 42,913 | 0 | 0 | Against |
| Principal | 0 | 45,597 | 0 | 0 | Against |
| Federated Hermes | 44,509 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 41,265 | 0 | 0 | 0 | For |
| Equitable | 2,325 | 37,875 | 0 | 0 | Against |
| HEARTLAND GROUP INC | 39,135 | 0 | 0 | 0 | For |
| John Hancock | 0 | 38,533 | 0 | 0 | Against |
| JPMorgan | 38,122 | 0 | 0 | 0 | For |
| FENIMORE ASSET MANAGEMENT TRUST | 36,460 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 29,123 | 825 | 0 | 0 | For |
| Victory Capital | 0 | 28,846 | 0 | 0 | Against |
Showing the 25 largest of 122 asset managers. See all 122 in the interactive database.
Meeting held 2025-06-02 (outside the 2025-2026 season's 1 July to 30 June window; reported in this season's filings).
Combines 3 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 5 asset managers below cast 80% of the shares they voted on this item FOR (1,041 for, 258 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Investment Management Corp of Ontario | 1,001 | 0 | 0 | 0 | For |
| OSSIAM | 0 | 258 | 0 | 0 | Against |
| Philip James Wealth Mangement, LLC | 25 | 0 | 0 | 0 | For |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 0 | 0 | 0 | For |
| FIRST UNITED BANK & TRUST | 4 | 0 | 0 | 0 | For |
Meeting held 2026-06-01.
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: Cesar L. Alvarez”): 53,231,431 for, 111,874 against, per its Form 8-K filed 2026-06-03 (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 81% of the shares they voted on this item FOR (7,800 for, 1,834 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Gabelli | 7,800 | 0 | 0 | 0 | For |
| Dimensional | 0 | 1,750 | 0 | 0 | Against |
| Allianz | 0 | 84 | 0 | 0 | Against |
Meeting held 2026-06-01.
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: Denise Dickins”): 53,242,653 for, 113,027 against, per its Form 8-K filed 2026-06-03 (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 81% of the shares they voted on this item FOR (7,800 for, 1,834 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Gabelli | 7,800 | 0 | 0 | 0 | For |
| Dimensional | 0 | 1,750 | 0 | 0 | Against |
| Allianz | 0 | 84 | 0 | 0 | Against |
Reported under meeting date 2026-04-06; no official results on file for that date.
13% fund support · no official result
The 2 asset managers below cast 13% of the shares they voted on this item FOR (88 for, 607 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0 | 607 | 0 | 0 | Against |
| Robertson Stephens Wealth Management, LLC | 88 | 0 | 0 | 0 | For |
Meeting held 2026-06-01.
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 | 131,328 | 0 | 0 | 0 | For |
| McGowan Group Asset Management, Inc. | 2 | 0 | 0 | 0 | For |
Ranked by the number of Watsco, Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 37,932,743 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Capital Group | 24.33% |
| 2 | Vanguard | 11.00% |
| 3 | BlackRock | 7.25% |
| 4 | Charles Schwab | 6.22% |
| 5 | Fidelity | 4.98% |
| 6 | Capital Research Global Investors | 4.90% |
| 7 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.16% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.63% |
| 9 | BAILLIE GIFFORD OVERSEAS LTD | 1.63% |
| 10 | MARKEL GROUP INC. | 1.53% |
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 | 10.78% | 13F |
| Capital International Investors | 9.33% | 13G |
| Vanguard Group | 9.29% | 13F |
| Capital Research Global Investors | 5.01% | 13G |
| FMR (Fidelity) | 4.98% | 13F |
| Charles Schwab | 3.53% | 13F |
| State Street | 3.36% | 13F |
| Morgan Stanley | 2.17% | 13F |
| Geode Capital | 1.72% | 13F |
| Goldman Sachs | 1.48% | 13F |
Percentages above are of 37,932,743 shares outstanding, as reported by Watsco, Inc. on its Form 10-Q dated 2026-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 2026-03-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At Watsco, Inc.'s shareholder meeting held 2026-06-01, in the 2025-2026 proxy season, 720 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,421 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 — To approve the advisory resolution regarding the compensation of our named executive officers. — FOR was 96% 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 2026-06-03.
Watsco, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).