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Watsco, Inc. 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings and Watsco, Inc.’s Form 8-K, filed June 3, 2026 (Item 5.07 on EDGAR). Page generated October 14, 2026.

5Ballot items
709Asset managers
2,444Fund votes
June 1, 2026Meeting date

Results at a glance

Meeting of June 1, 2026: 5 items on Watsco, Inc.’s Form 8-K, filed June 3, 2026: 5 without a stated outcome.

Material dissent

None.

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

Proxy season: 2023-2024 2024-2025 2025-2026

Explore Watsco, Inc. in the interactive database Compare manager voting policies

Official 2025-2026 meeting results reported by Watsco, Inc.

These tallies are Watsco, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed June 3, 2026 (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.

Watsco, Inc. — official shareholder meeting results, meeting held June 1, 2026
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Support (of votes cast)	Reported outcome	Voting standard
Elect Director: Ana Lopez-Blazquez	24,485,246	6,076,578	17,619	--	1,629,623	80%	Not verified	—
Elect Director: Cesar L. Alvarez	53,231,431	111,874	12,375	--	1,240,714	99.7%	Not verified	—
Elect Director: Denise Dickins	53,242,653	113,027	--	--	1,240,714	99.7%	Not verified	—
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	96%	Not verified	—
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	--	--	99.9%	Not verified	—

Source: Watsco, Inc., Form 8-K, filed with the SEC on June 3, 2026 — read the filing on EDGAR.

How asset managers voted at the Watsco, Inc. 2025-2026 meeting

Each item below shows how the 709 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.

1. Elect Director: Ana Lopez-Blazquez

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

80% Majority: yes · of votes cast

FOR 80%AGAINST

FOR: 24,485,246AGAINST: 6,076,578

Details: description as filed, official tally, votes by 122 asset managers

Description as filed by funds: ELECTION OF DIRECTOR: ANA LOPEZ-BLAZQUEZ

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 June 3, 2026 (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: 80% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 122 asset managers below reported 14,613,066 for, 1,178,099 against, 5,662 abstained, 34 not voted.

FOR

FOR: 14,613,066AGAINST: 1,178,099ABSTAIN: 5,662NOT VOTED: 34

Largest asset managers voting on “ELECTION OF DIRECTOR: ANA LOPEZ-BLAZQUEZ” at Watsco, Inc., 2025-2026
Asset manager	For	Against	Vote
Capital Group	5,488,399	0	For
Vanguard	3,916,041	33	For
BlackRock	2,456,007	0	For
Fidelity	673,397	492,948	Mixed
Charles Schwab	1,037,915	0	For
Virtus	226,553	781	For
Goldman Sachs	99,011	0	For
ETF Series Solutions	84,577	195	For
Columbia Threadneedle	0	73,017	Against
ALPS ETF Trust	0	69,599	Against
New York Life	28,353	41,194	Mixed
BBH Trust	67,390	0	For
Waddell & Reed	0	57,453	Against
Neuberger Berman	51,100	0	For
Advisors' Inner Circle Fund III	4,793	42,913	Mixed
Principal	0	45,597	Against
Federated Hermes	44,509	0	For
CONESTOGA FUNDS	41,265	0	For
Equitable	2,325	37,875	Mixed
HEARTLAND GROUP INC	39,135	0	For
John Hancock	0	38,533	Against
JPMorgan	38,122	0	For
FENIMORE ASSET MANAGEMENT TRUST	36,460	0	For
TRUST FOR PROFESSIONAL MANAGERS	29,123	825	For
Victory Capital	0	28,846	Against

Showing the 25 largest of 122 asset managers. See all 122 in the interactive database.

2. Elect Director: Cesar L. Alvarez

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 2 wordings of this item as funds reported it.

99.7% Majority: yes · of votes cast

FOR 99.7%

FOR: 53,231,431AGAINST: 111,874

Details: description as filed, official tally, votes by 3 asset managers

Description as filed by funds: Election of Directors Cesar L. Alvarez

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 June 3, 2026 (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 7,800 for, 1,834 against.

FORAGAINST

FOR: 7,800AGAINST: 1,834

Largest asset managers voting on “Election of Directors Cesar L. Alvarez” at Watsco, Inc., 2025-2026
Asset manager	For	Against	Vote
Gabelli	7,800	0	For
Dimensional	0	1,750	Against
Allianz	0	84	Against

3. Elect Director: Denise Dickins

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 2 wordings of this item as funds reported it.

99.7% Majority: yes · of votes cast

FOR 99.7%

FOR: 53,242,653AGAINST: 113,027

Details: description as filed, official tally, votes by 3 asset managers

Description as filed by funds: Election of Directors Denise Dickins

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 June 3, 2026 (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.

The 3 asset managers below reported 7,800 for, 1,834 against.

FORAGAINST

FOR: 7,800AGAINST: 1,834

Largest asset managers voting on “Election of Directors Denise Dickins” at Watsco, Inc., 2025-2026
Asset manager	For	Against	Vote
Gabelli	7,800	0	For
Dimensional	0	1,750	Against
Allianz	0	84	Against

4. 2. Approval of a non-binding advisory resolution regarding the compensation of the Company's named executive officers

Outcome not verified Fund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Not verified

Combines 15 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%

FOR: 80,839,936AGAINST: 2,969,397

Details: description as filed, official tally, votes by 709 asset managers

Description as filed by funds: To approve 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”): 80,839,936 for, 2,969,397 against, per its Form 8-K filed June 3, 2026 (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: 96% 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).

Fund voting reports: 120 asset managers voting on “To approve the advisory resolution regarding the compensation of our named executive officers.” at Watsco, Inc., 2025-2026
Asset manager	For	Against	Vote
Capital Group	5,488,399	0	For
Vanguard	3,912,957	3,116	For
BlackRock	2,456,007	0	For
Fidelity	1,166,345	0	For
Charles Schwab	1,037,832	83	For
Virtus	227,334	0	For
ADVISORS' INNER CIRCLE FUND	140,704	2,900	For
Goldman Sachs	99,011	0	For
ETF Series Solutions	84,577	195	For
Columbia Threadneedle	0	73,017	Against
ALPS ETF Trust	69,599	0	For
New York Life	41,194	28,353	Mixed
BBH Trust	67,390	0	For
Waddell & Reed	57,453	0	For
Neuberger Berman	0	51,100	Against
Advisors' Inner Circle Fund III	47,706	0	For
Principal	45,597	0	For
Federated Hermes	44,509	0	For
CONESTOGA FUNDS	41,265	0	For
Equitable	40,200	0	For
HEARTLAND GROUP INC	0	39,135	Against
John Hancock	36,864	1,669	For
JPMorgan	38,122	0	For
FENIMORE ASSET MANAGEMENT TRUST	36,460	0	For
TRUST FOR PROFESSIONAL MANAGERS	29,948	0	For

Fund voting reports, all 120 managers: 15,658,016 for, 272,533 against, 6,341 abstained, 34 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 622 asset managers voting on “To approve the advisory resolution regarding the compensation of our named executive officers.” at Watsco, Inc., 2025-2026
Asset manager	For	Against	Vote
Capital Group	3,740,465	0	For
Capital Research Global Investors	1,859,730	0	For
Charles Schwab	1,322,120	83	For
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	1,191,742	6,981	For
Fidelity	721,727	275	For
GEODE CAPITAL MANAGEMENT, LLC	620,128	0	For
BAILLIE GIFFORD OVERSEAS LTD	617,569	0	For
MARKEL GROUP INC.	582,169	0	For
DAVENPORT & Co LLC	0	517,727	Against
BLAIR WILLIAM & CO/IL	484,169	0	For
State Street	425,956	6,034	For
BAILLIE GIFFORD & CO LTD	415,366	0	For
RAYMOND JAMES & ASSOCIATES	0	379,555	Against
WELLS FARGO CLEARING SERVICES, LLC	310,406	0	For
BlackRock	279,675	14,831	Mixed
CAPTRUST FINANCIAL ADVISORS	279,523	0	For
Vanguard	255,909	0	For
Goldman Sachs	240,796	0	For
ENVESTNET ASSET MANAGEMENT INC	0	216,217	Against
WELCH & FORBES LLC	0	204,814	Against
Hamlin Capital Management, LLC	192,163	0	For
Northern Trust	186,874	2,622	For
Bahl & Gaynor LLC	188,757	0	For
PRINCIPAL GLOBAL INVESTORS	182,168	0	For
BROWN BROTHERS HARRIMAN & CO	155,835	0	For

Institutional-manager reports, all 622 managers: 18,684,049 for, 2,407,738 against, 37,549 abstained, 10,286 not voted. Showing the 25 largest; see all in the interactive database.

5. 3. Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting…

Outcome not verifiedAUDIT-RELATEDReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

99.9% Majority: yes · of votes cast

FOR 99.9%

FOR: 86,731,800AGAINST: 9,111

Details: description as filed, official tally, votes by 124 asset managers

Description as filed by funds: To ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the 2026 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 2026 fiscal year”): 86,731,800 for, 9,111 against, per its Form 8-K filed June 3, 2026 (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: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 124 asset managers below reported 15,932,129 for, 5,662 abstained, 34 not voted.

FOR

FOR: 15,932,129ABSTAIN: 5,662NOT VOTED: 34

Largest asset managers voting on “To ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for th” at Watsco, Inc., 2025-2026
Asset manager	For	Vote
Capital Group	5,488,399	For
Vanguard	3,916,074	For
BlackRock	2,456,007	For
Fidelity	1,166,345	For
Charles Schwab	1,037,915	For
Virtus	227,334	For
ADVISORS' INNER CIRCLE FUND	143,604	For
Goldman Sachs	99,011	For
ETF Series Solutions	84,772	For
Columbia Threadneedle	73,017	For
ALPS ETF Trust	69,599	For
New York Life	69,547	For
BBH Trust	67,390	For
Waddell & Reed	57,453	For
Neuberger Berman	51,100	For
Advisors' Inner Circle Fund III	47,706	For
Principal	45,597	For
Federated Hermes	44,509	For
CONESTOGA FUNDS	41,265	For
Equitable	40,200	For
HEARTLAND GROUP INC	39,135	For
John Hancock	38,533	For
JPMorgan	38,122	For
FENIMORE ASSET MANAGEMENT TRUST	36,460	For
TRUST FOR PROFESSIONAL MANAGERS	29,948	For

Showing the 25 largest of 124 asset managers. See all 124 in the interactive database.

Not shown here: this season’s fund filings also report 1 item from the meeting of June 2, 2025, which belongs to the 2024-2025 season. A meeting outside this season’s July 1 to June 30 window is not counted in this page’s items or in its totals of asset managers and fund votes.

Largest Watsco, Inc. shareholders voting in 2025-2026

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 37,932,743 shares outstanding at the time of that meeting.

Fund voting reports: top Watsco, Inc. shareholders by shares voted on “To approve the advisory resolution regarding the compensation of our named executive officers.”, 2025-2026
#	Asset manager	% of shares outstanding
1	Capital Group	14.47%
2	Vanguard	10.32%
3	BlackRock	6.47%
4	Fidelity	3.07%
5	Charles Schwab	2.74%
6	Virtus	0.60%
7	ADVISORS' INNER CIRCLE FUND	0.38%
8	Goldman Sachs	0.26%
9	ETF Series Solutions	0.22%
10	Columbia Threadneedle	0.19%

Institutional-manager reports: top Watsco, Inc. shareholders by shares voted on “To approve the advisory resolution regarding the compensation of our named executive officers.”, 2025-2026
#	Asset manager	% of shares outstanding
1	Capital Group	9.86%
2	Capital Research Global Investors	4.90%
3	Charles Schwab	3.49%
4	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.16%
5	Fidelity	1.90%
6	GEODE CAPITAL MANAGEMENT, LLC	1.63%
7	BAILLIE GIFFORD OVERSEAS LTD	1.63%
8	MARKEL GROUP INC.	1.53%
9	DAVENPORT & Co LLC	1.36%
10	BLAIR WILLIAM & CO/IL	1.28%

Reported Watsco, Inc. holdings and ownership

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.

Watsco, Inc. holdings and ownership disclosed for the 2025-2026 proxy season
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 March 31, 2026 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

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-Q dated March 31, 2026. This page is a static snapshot rebuilt weekly on October 14, 2026; a live search always shows the current data.

At Watsco, Inc.'s shareholder meeting held June 1, 2026, in the 2025-2026 proxy season, 709 asset managers reported how they voted on 5 ballot items in their SEC Form N-PX filings, covering 2,444 separate fund positions. 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 June 3, 2026.

Watsco, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).

Download data (CSV): ballot items · votes by manager · column guide.