Watsco Inc
WSO- Exchange
- NYSE
- Industry
- Wholesale-Hardware & Plumbing & Heating Equipment & Supplies
- SEC CIK
- 0000105016
No open-market purchases or sales by Watsco Inc insiders were filed in the last 90 days; 787 institutions reported holding it in 13F filings for Q2 2026, worth $15.7B in total; superinvestors Markel Group and Giverny Capital hold it.
Other share classesWSO.B
13F holders, Q1 2025
Institutional positions in Watsco Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 840
- +31 vs. Q4 2024
- Shares held
- 35.3M
- +501.7K (+1.4%) vs. Q4 2024
- Total value
- $17.9B
- +$1.44B (+8.7%) vs. Q4 2024
- New holders
- 93
- 331 more added
- Sold out
- 62
- 283 more reduced
13 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WSO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 787 | $15.7B |
| Q1 2026 | 772 | $13.9B |
| Q4 2025 | 768 | $12.6B |
| Q3 2025 | 780 | $14.6B |
| Q2 2025 | 807 | $15.3B |
| Q1 2025 | 840 | $17.9B |
| Q4 2024 | 822 | $16.8B |
| Q3 2024 | 789 | $17.4B |
| Q2 2024 | 778 | $16.7B |
| Q1 2024 | 746 | $15.6B |
| Q4 2023 | 727 | $15.3B |
| Q3 2023 | 683 | $13.7B |
| Q2 2023 | 677 | $13.5B |
| Q1 2023 | 615 | $11.0B |
| Q4 2022 | 568 | $8.51B |
| Q3 2022 | 538 | $8.59B |
| Q2 2022 | 516 | $7.74B |
| Q1 2022 | 495 | $9.46B |
| Q4 2021 | 521 | $9.61B |
| Q3 2021 | 478 | $8.12B |
| Q2 2021 | 475 | $8.80B |
| Q1 2021 | 464 | $8.06B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,723,348 | $1.89B | 0.04% | −12,393−0.3% | Reduced |
| Vanguard Group Inc | 3,568,862 | $1.81B | 0.03% | −49,247−1.4% | Reduced |
| FMR LLC | 3,407,807 | $1.73B | 0.11% | −63,434−1.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,557,610 | $791.7M | 1.94% | +7,760+0.5% | Added |
| Charles Schwab Investment Management Inc | 1,454,512 | $739.1M | 0.14% | +82,977+6.0% | Added |
| State Street Corp | 1,238,087 | $629.3M | 0.03% | +16,340+1.3% | Added |
| Baillie Gifford & Co | 1,019,100 | $518.0M | 0.45% | −78,981−7.2% | Reduced |
| Blair William & Co | 814,712 | $414.1M | 1.25% | +43,776+5.7% | Added |
| Geode Capital Management, LLC | 761,504 | $386.4M | 0.03% | +36,318+5.0% | Added |
| Morgan Stanley | 668,764 | $339.9M | 0.02% | +59,091+9.7% | Added |
| Capital World Investors | 634,018 | $322.3M | 0.05% | −5,001−0.8% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 590,500 | $300.2M | 2.67% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 559,574 | $284.4M | 0.24% | −36,408−6.1% | Reduced |
| JPMorgan Chase & Co | 496,428 | $252.3M | 0.02% | +18,958+4.0% | Added |
| Goldman Sachs Group Inc | 468,875 | $238.3M | 0.05% | +180,951+62.8% | Added |
| Wells Fargo & Company | 458,265 | $232.9M | 0.06% | −8,445−1.8% | Reduced |
| Captrust Financial Advisors | 387,870 | $197.2M | 0.49% | +335,498+640.6% | Added |
| Raymond James Financial Inc | 375,803 | $191.0M | 0.07% | +4,080+1.1% | Added |
| Hamlin Capital Management, LLC | 351,271 | $178.6M | 4.27% | +6,251+1.8% | Added |
| Northern Trust Corp | 335,584 | $170.6M | 0.03% | +2,236+0.7% | Added |
| Wellington Management Group LLP | 330,179 | $167.8M | 0.03% | −23,670−6.7% | Reduced |
| Bank of New York Mellon Corp | 328,303 | $166.9M | 0.03% | −13,774−4.0% | Reduced |
| Davenport & Co LLC | 324,796 | $164.5M | 0.97% | −2,933−0.9% | Reduced |
| Citadel Advisors LLC | 291,079 | $148.0M | 0.14% | +129,432+80.1% | Added |
| Bahl & Gaynor Inc | 290,327 | $147.6M | 0.75% | +38,798+15.4% | Added |
| Envestnet Asset Management Inc | 268,284 | $136.4M | 0.04% | +8,180+3.1% | Added |
| Lord, Abbett & Co. LLC | 240,086 | $122.0M | 0.43% | +19,500+8.8% | Added |
| Royal Bank of Canada | 229,597 | $116.7M | 0.03% | +1,482+0.6% | Added |
| Barclays PLC | 226,213 | $115.0M | 0.05% | −11,434−4.8% | Reduced |
| Dimensional Fund Advisors LP | 223,357 | $113.5M | 0.03% | +4,370+2.0% | Added |
| Welch & Forbes LLC | 212,257 | $107.9M | 1.41% | −2,024−0.9% | Reduced |
| Caledonia Investments PLC | 194,427 | $98.9M | 11.50% | 00.0% | Unchanged |
| Norges Bank | 186,647 | $94.9M | 0.01% | −63,014−25.2% | Reduced |
| Bank of America Corp | 186,585 | $94.8M | 0.01% | +44,892+31.7% | Added |
| Squarepoint Ops LLC | 163,006 | $82.9M | 0.20% | +118,263+264.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 153,258 | $77.9M | 0.20% | −109,179−41.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 146,406 | $74.4M | 0.95% | +1,971+1.4% | Added |
| Brown Brothers Harriman & Co | 146,195 | $74.3M | 0.52% | +13,802+10.4% | Added |
| UBS Asset Management Americas Inc | 145,060 | $73.7M | 0.02% | +14,681+11.3% | Added |
| CI Private Wealth, LLC | 143,508 | $72.9M | 0.12% | −14,310−9.1% | Reduced |
| UBS Group AG | 138,419 | $70.4M | 0.02% | +149+0.1% | Added |
| King Luther Capital Management Corp | 130,494 | $66.3M | 0.31% | +3,619+2.9% | Added |
| Benjamin Edwards Inc | 126,107 | $64.1M | 0.90% | +17,341+15.9% | Added |
| Handelsbanken Fonder AB | 123,458 | $62.8M | 0.26% | +1,000+0.8% | Added |
| First Trust Advisors LP | 115,313 | $58.6M | 0.05% | −6,876−5.6% | Reduced |
| Howland Capital Management LLC | 114,824 | $58.4M | 2.60% | −4,069−3.4% | Reduced |
| GW&K Investment Management, LLC | 114,713 | $58.3M | 0.54% | +526+0.5% | Added |
| Kames Capital plc | 112,565 | $57.0M | 0.83% | −26,592−19.1% | Reduced |
| Invesco Ltd. | 109,733 | $55.8M | 0.01% | −78,747−41.8% | Reduced |
| Baird Financial Group, Inc. | 107,925 | $54.9M | 0.11% | −2,596−2.3% | Reduced |
| Legal & General Group Plc | 107,767 | $54.8M | 0.01% | −158−0.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 107,290 | $54.5M | 0.22% | +107,290 | New |
| Rhumbline Advisers | 105,845 | $53.8M | 0.05% | −546−0.5% | Reduced |
| Conestoga Capital Advisors, LLC | 105,192 | $53.5M | 0.81% | +7,360+7.5% | Added |
| Riverbridge Partners LLC | 103,523 | $52.6M | 0.84% | −9,949−8.8% | Reduced |
| Stifel Financial Corp | 101,696 | $51.7M | 0.05% | −1,733−1.7% | Reduced |
| Premier Fund Managers Ltd | 100,035 | $50.1M | 1.87% | +350.0% | Added |
| Swiss National Bank | 98,244 | $49.9M | 0.04% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 87,168 | $44.3M | 2.77% | +400.0% | Added |
| Natixis Advisors, L.P. | 86,910 | $44.2M | 0.08% | −2,022−2.3% | Reduced |
| Principal Financial Group Inc | 85,964 | $43.7M | 0.02% | +1,199+1.4% | Added |
| Anchor Capital Advisors LLC | 81,708 | $41.5M | 1.24% | −3,547−4.2% | Reduced |
| Nuveen, LLC | 81,089 | $41.2M | 0.01% | +81,089 | New |
| Marshall Wace, LLP | 78,915 | $40.1M | 0.05% | +61,115+343.3% | Added |
| Dearborn Partners LLC | 77,608 | $39.4M | 1.89% | −16,877−17.9% | Reduced |
| RMB Capital Management, LLC | 76,139 | $38.7M | 0.95% | −2,422−3.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 68,220 | $34.7M | 0.02% | −417−0.6% | Reduced |
| Baskin Financial Services Inc. | 67,541 | $34.3M | 2.79% | −136−0.2% | Reduced |
| Geneva Capital Management LLC | 66,056 | $33.6M | 0.63% | +2,997+4.8% | Added |
| Schwartz Investment Counsel Inc | 66,000 | $33.5M | 1.15% | +5,000+8.2% | Added |
| Great West Life Assurance Co | 65,447 | $33.3M | 0.06% | −1,807−2.7% | Reduced |
| TimesSquare Capital Management, LLC | 63,075 | $32.1M | 0.52% | −27,265−30.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 60,575 | $31.0M | 0.05% | −20,148−25.0% | Reduced |
| Capital Advisors Inc | 59,909 | $30.5M | 0.61% | +621+1.0% | Added |
| Fenimore Asset Management Inc | 58,405 | $29.7M | 0.63% | +225+0.4% | Added |
| EULAV Asset Management | 55,900 | $28.4M | 0.70% | 00.0% | Unchanged |
| Deutsche Bank AG | 55,391 | $28.2M | 0.01% | +421+0.8% | Added |
| California Public Employees Retirement System | 54,616 | $27.8M | 0.02% | −2,109−3.7% | Reduced |
| Retirement Systems of Alabama | 54,538 | $27.7M | 0.11% | +40+0.1% | Added |
| Macquarie Group Ltd | 53,707 | $27.3M | 0.03% | −8,980−14.3% | Reduced |
| Nordea Investment Management AB | 54,617 | $27.3M | 0.03% | +7,978+17.1% | Added |
| T. Rowe Price Investment Management, Inc. | 53,643 | $27.3M | 0.02% | −767−1.4% | Reduced |
| Worldquant Millennium Advisors LLC | 53,280 | $27.1M | 0.17% | +34,270+180.3% | Added |
| Franklin Resources Inc | 53,071 | $27.0M | 0.01% | +3,155+6.3% | Added |
| California State Teachers Retirement System | 51,831 | $26.3M | 0.03% | +234+0.5% | Added |
| Price T Rowe Associates Inc | 50,588 | $25.7M | 0.00% | −37,846−42.8% | Reduced |
| Citigroup Inc | 49,197 | $25.0M | 0.02% | −3,353−6.4% | Reduced |
| Alliancebernstein L.P. | 48,992 | $24.9M | 0.01% | −890−1.8% | Reduced |
| Jennison Associates LLC | 48,877 | $24.8M | 0.02% | −29,463−37.6% | Reduced |
| SEI Investments Co | 47,374 | $24.1M | 0.03% | +778+1.7% | Added |
| Motley Fool Asset Management LLC | 45,175 | $23.0M | 1.29% | −8,031−15.1% | Reduced |
| Bradley Foster & Sargent Inc | 43,460 | $22.1M | 0.38% | −3,440−7.3% | Reduced |
| Gotham Asset Management, LLC | 42,056 | $21.4M | 0.18% | +14,980+55.3% | Added |
| Russell Investments Group, Ltd. | 40,734 | $20.7M | 0.03% | +23,879+141.7% | Added |
| Bath Savings Trust Co | 39,314 | $20.0M | 2.07% | −215−0.5% | Reduced |
| Ameriprise Financial Inc | 39,281 | $20.0M | 0.01% | +1,990+5.3% | Added |
| Grace & White Inc | 39,130 | $19.9M | 3.80% | −70−0.2% | Reduced |
| AXA S.A. | 38,781 | $19.7M | 0.06% | +3,900+11.2% | Added |
| Corebridge Financial, Inc. | 38,469 | $19.6M | 0.11% | −940−2.4% | Reduced |
| LaFleur & Godfrey LLC | 38,256 | $19.4M | 2.64% | −378−1.0% | Reduced |