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Compiled from SEC Form N-PX filings and WATSCO INC.’s Form 8-K, filed June 6, 2024 (Item 5.07 on EDGAR). Page generated October 13, 2026.
Meeting of June 3, 2024: 5 items on WATSCO INC.’s Form 8-K, filed June 6, 2024: 5 without a stated outcome.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided · This season’s results screens
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 June 6, 2024 (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 | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Barry S. Logan | 21,851,466 | 7,943,948 | 30,807 | -- | 1,707,338 | 73% | Not verified | — |
| Elect Director: Aaron J. Nahmad | 51,080,460 | 134,140 | 8,270 | -- | 2,051,430 | 99.7% | Not verified | — |
| Elect Director: Albert H. Nahmad | 51,080,690 | 133,910 | 8,270 | -- | 2,051,430 | 99.7% | Not verified | — |
| 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 | 81% | Not verified | — |
| 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 | -- | -- | 99.7% | Not verified | — |
Source: WATSCO INC., Form 8-K, filed with the SEC on June 6, 2024 — read the filing on EDGAR.
Each item below shows how the 671 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.
Combines 5 wordings of this item as funds reported it.
73% Majority: yes · of votes cast
Description as filed by funds: To elect the following nominee as a Common stock director until the Annual Meeting of Shareholders in 2027 or until his successor is duly elected and qualified: Barry S. Logan:
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 June 6, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 73% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| 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 |
| 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 |
| 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 | Mixed |
| SCHWARTZ INVESTMENT TRUST | 56,000 | 0 | 0 | 0 | For |
| Principal | 0 | 51,376 | 0 | 0 | Against |
| Northwestern Mutual | 46,374 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 0 | 43,750 | 0 | 0 | Against |
Fund voting reports, all 129 managers: 11,160,586 for, 1,480,446 against, 9,455 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| HOWLAND CAPITAL MANAGEMENT LLC | 133,114 | 0 | 0 | 0 | For |
| TimesSquare Capital Management, LLC | 0 | 81,855 | 0 | 0 | Against |
| Keel Point, LLC | 0 | 34 | 0 | 0 | Against |
| Boltwood Capital Management | 18 | 0 | 0 | 0 | For |
| Evernest Financial Advisors, LLC | 13 | 0 | 0 | 0 | For |
| Warren Street Wealth Advisors, LLC | 11 | 0 | 0 | 0 | For |
Institutional-manager reports, all 6 managers: 133,156 for, 81,889 against.
Combines 3 wordings of this item as funds reported it.
99.7% Majority: yes · of votes cast
Description as filed by funds: Election of Director: Aaron J. Nahmad
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 June 6, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.7% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 3 asset managers below reported 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
Description as filed by funds: Election of Director: Albert H. Nahmad
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 June 6, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.7% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 3 asset managers below reported 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 24 wordings of this item as funds reported it.
81% Majority: yes · of votes cast
Description as filed by funds: Approval of the advisory resolution regarding the compensation of our named executive officers.
WATSCO INC.’s own tally for this item (“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 June 6, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 81% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Also reported under other wordings, matched to the same row of WATSCO INC.’s official tally and shown with their own fund figures; their managers are not in the figures or the table on this card: “Say on pay” (2 managers, 49 for, 37 against).
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,818,660 | 0 | 0 | 0 | For |
| BlackRock | 0 | 2,133,266 | 0 | 0 | Against |
| Fidelity | 1,361,709 | 423,992 | 0 | 0 | Mixed |
| Charles Schwab | 0 | 975,649 | 0 | 0 | Against |
| Capital Group | 579,018 | 0 | 0 | 0 | For |
| Neuberger Berman | 0 | 340,311 | 0 | 0 | Against |
| 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 |
| WILLIAMSBURG INVESTMENT TRUST | 117,594 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 110,964 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 0 | 107,280 | 0 | 0 | Against |
| TIAA | 0 | 86,916 | 0 | 0 | Against |
| T. Rowe Price | 80,230 | 0 | 0 | 0 | For |
| 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 | Mixed |
| SCHWARTZ INVESTMENT TRUST | 56,000 | 0 | 0 | 0 | For |
| Principal | 0 | 51,376 | 0 | 0 | Against |
| Northwestern Mutual | 46,374 | 0 | 0 | 0 | For |
| Dimensional | 0 | 44,083 | 0 | 0 | Against |
Fund voting reports, all 130 managers: 6,959,438 for, 5,699,417 against, 9,455 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 1,483,673 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 1,211,318 | 0 | 0 | Against |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,125,280 | 1,408 | 0 | 0 | For |
| BAILLIE GIFFORD & CO LTD | 716,066 | 0 | 0 | 0 | For |
| BLAIR WILLIAM & CO/IL | 0 | 652,034 | 0 | 0 | Against |
| Neuberger Berman | 0 | 605,157 | 0 | 0 | Against |
| State Street | 580,126 | 15,790 | 0 | 0 | For |
| Capital Group | 579,209 | 15 | 0 | 0 | For |
| BAILLIE GIFFORD OVERSEAS LTD | 530,040 | 0 | 0 | 0 | For |
| BlackRock | 26,348 | 445,312 | 0 | 0 | Mixed |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 469,899 | 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 |
| DAVENPORT & Co LLC | 238,445 | 0 | 0 | 0 | For |
| Invesco | 0 | 237,829 | 0 | 0 | Against |
| JPMorgan | 0 | 228,296 | 0 | 0 | Against |
| First Sentier Investors (Australia) IM Ltd | 226,772 | 125 | 0 | 0 | For |
| WELCH & FORBES LLC | 0 | 213,635 | 0 | 0 | Against |
| Swedbank Robur Fonder AB | 0 | 209,000 | 0 | 0 | Against |
| ENVESTNET ASSET MANAGEMENT INC | 275 | 206,486 | 0 | 0 | Against |
| T. Rowe Price | 202,459 | 0 | 0 | 0 | For |
| BAHL & GAYNOR INC | 0 | 188,578 | 0 | 0 | Against |
| Northern Trust | 177,154 | 1,511 | 0 | 0 | For |
| Baird | 457 | 165,439 | 0 | 0 | Against |
Institutional-manager reports, all 569 managers: 7,759,121 for, 9,604,297 against, 8,119 abstained, 2,344 not voted, 669 unknown. Showing the 25 largest; see all in the interactive database.
Combines 8 wordings of this item as funds reported it.
99.7% Majority: yes · of votes cast
Description as filed by funds: To ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the 2024 fiscal year.
WATSCO INC.’s own tally for this item (“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 June 6, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.7% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| 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 |
| 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 |
| 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 |
| Northwestern Mutual | 46,374 | 0 | 0 | 0 | For |
| Dimensional | 44,083 | 0 | 0 | 0 | For |
Fund voting reports, all 130 managers: 12,658,717 for, 121 against, 9,455 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| HOWLAND CAPITAL MANAGEMENT LLC | 133,114 | 0 | 0 | 0 | For |
| TimesSquare Capital Management, LLC | 81,855 | 0 | 0 | 0 | For |
| Keel Point, LLC | 34 | 0 | 0 | 0 | For |
| HARBOUR INVESTMENT MANAGEMENT LLC | 27 | 0 | 0 | 0 | For |
| Boltwood Capital Management | 18 | 0 | 0 | 0 | For |
| Evernest Financial Advisors, LLC | 13 | 0 | 0 | 0 | For |
| Warren Street Wealth Advisors, LLC | 11 | 0 | 0 | 0 | For |
Institutional-manager reports, all 7 managers: 215,072 for.
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 36,406,148 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 10.49% |
| 2 | BlackRock | 5.86% |
| 3 | Fidelity | 4.90% |
| 4 | Charles Schwab | 2.68% |
| 5 | Capital Group | 1.59% |
| 6 | Neuberger Berman | 0.93% |
| 7 | Virtus | 0.74% |
| 8 | Invesco | 0.59% |
| 9 | Hartford | 0.58% |
| 10 | First Trust | 0.53% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 4.08% |
| 2 | Charles Schwab | 3.33% |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.09% |
| 4 | BAILLIE GIFFORD & CO LTD | 1.97% |
| 5 | BLAIR WILLIAM & CO/IL | 1.79% |
| 6 | Neuberger Berman | 1.66% |
| 7 | State Street | 1.64% |
| 8 | Capital Group | 1.59% |
| 9 | BAILLIE GIFFORD OVERSEAS LTD | 1.46% |
| 10 | BlackRock | 1.30% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| 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 December 31, 2023 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), 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 December 31, 2023. This page is a static snapshot rebuilt weekly on October 13, 2026; a live search always shows the current data.
At WATSCO INC.'s shareholder meeting held June 3, 2024, in the 2023-2024 proxy season, 671 asset managers reported how they voted on 5 ballot items in their SEC Form N-PX filings, covering 2,592 separate fund positions. 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 June 6, 2024.
WATSCO INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.
Download data (CSV): ballot items · votes by manager · column guide.