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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2025: 840 institutions
Q1 2021: 464 institutionsQ2 2021: 475 institutionsQ3 2021: 478 institutionsQ4 2021: 521 institutionsQ1 2022: 495 institutionsQ2 2022: 516 institutionsQ3 2022: 538 institutionsQ4 2022: 568 institutionsQ1 2023: 615 institutionsQ2 2023: 677 institutionsQ3 2023: 683 institutionsQ4 2023: 727 institutionsQ1 2024: 746 institutionsQ2 2024: 778 institutionsQ3 2024: 789 institutionsQ4 2024: 822 institutionsQ1 2025: 840 institutionsQ2 2025: 807 institutionsQ3 2025: 780 institutionsQ4 2025: 768 institutionsQ1 2026: 772 institutionsQ2 2026: 787 institutions
Value heldQ1 2025: $17.9B
Q1 2021: $8.06BQ2 2021: $8.80BQ3 2021: $8.12BQ4 2021: $9.61BQ1 2022: $9.46BQ2 2022: $7.74BQ3 2022: $8.59BQ4 2022: $8.51BQ1 2023: $11.0BQ2 2023: $13.5BQ3 2023: $13.7BQ4 2023: $15.3BQ1 2024: $15.6BQ2 2024: $16.7BQ3 2024: $17.4BQ4 2024: $16.8BQ1 2025: $17.9BQ2 2025: $15.3BQ3 2025: $14.6BQ4 2025: $12.6BQ1 2026: $13.9BQ2 2026: $15.7B
Institutions holding WSO and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026772$13.9B
Q4 2025768$12.6B
Q3 2025780$14.6B
Q2 2025807$15.3B
Q1 2025840$17.9B
Q4 2024822$16.8B
Q3 2024789$17.4B
Q2 2024778$16.7B
Q1 2024746$15.6B
Q4 2023727$15.3B
Q3 2023683$13.7B
Q2 2023677$13.5B
Q1 2023615$11.0B
Q4 2022568$8.51B
Q3 2022538$8.59B
Q2 2022516$7.74B
Q1 2022495$9.46B
Q4 2021521$9.61B
Q3 2021478$8.12B
Q2 2021475$8.80B
Q1 2021464$8.06B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q4 2024.

Institutions holding WSO in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth2$00.00%+2New
Principia Wealth Advisory, LLC1$4990.00%00.0%Unchanged
Horizon Investments, LLC1$5050.00%+1New
Parkworth Wealth Management, Inc.1$5080.00%00.0%Unchanged
Rothschild Investment LLC1$5080.00%+1New
Perkins Coie Trust Co1$5080.00%+1New
Bay Harbor Wealth Management, LLC1$5080.00%+1New
Stonebridge Financial Group, LLC1$5080.00%+1New
TFC Financial Management1$5090.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC1$5090.00%+1New
HFM Investment Advisors, LLC1$5090.00%+1New
Longfellow Investment Management Co LLC2$1.02K0.00%00.0%Unchanged
Raffa Wealth Management, LLC2$1.02K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC2$1.02K0.00%00.0%Unchanged
Key Financial Inc2$1.02K0.00%00.0%Unchanged
Valued Wealth Advisors LLC2$1.02K0.00%00.0%Unchanged
Millstone Evans Group, LLC2$1.02K0.00%00.0%Unchanged
SBI Securities Co., Ltd.2$1.02K0.00%+1+100.0%Added
Capital A Wealth Management, LLC2$1.02K0.00%+1+100.0%Added
Greenline Partners, LLC2$1.02K0.00%+2New
Cromwell Holdings LLC2$1.02K0.00%+2New
Wealth Preservation Advisors, LLC2$1.02K0.00%+2New
Bare Financial Services, Inc2$1.02K0.00%+2New
Bernard Wealth Management Corp.2$1.02K0.00%+2New
Quent Capital, LLC2$1.08K0.00%00.0%Unchanged
Financial Management Professionals, Inc.3$1.52K0.00%00.0%Unchanged
Activest Wealth Management3$1.52K0.00%+3New
Bruce G. Allen Investments, LLC4$2.03K0.00%00.0%Unchanged
First United Bank Trust4$2.03K0.00%+4New
Crewe Advisors LLC4$2.03K0.00%00.0%Unchanged
Sachetta, LLC4$2.03K0.00%00.0%Unchanged
Orion Capital Management LLC5$2.54K0.00%00.0%Unchanged
Missouri Trust & Investment Co5$2.54K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.5$2.54K0.00%+5New
First Pacific Financial5$2.54K0.00%+5New
SJS Investment Consulting Inc.6$3.05K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$3.05K0.00%00.0%Unchanged
True Wealth Design, LLC6$3.05K0.00%+3+100.0%Added
Logan Capital Management Inc6$3.08K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC7$3.56K0.01%+7New
Riggs Asset Managment Co. Inc.7$3.56K0.00%00.0%Unchanged
LGT Financial Advisors LLC8$3.95K0.01%−115−93.5%Reduced
Hantz Financial Services, Inc.8$4.00K0.00%+8New
Copia Wealth Management8$4.07K0.00%00.0%Unchanged
Hughes Financial Services, LLC8$4.09K0.00%+8New
Sierra Ocean, LLC9$4.58K0.00%+9New
Park Square Financial Group, LLC10$5.08K0.00%00.0%Unchanged
Grove Bank & Trust11$5.59K0.00%+11New
Addison Advisors LLC11$5.59K0.00%00.0%Unchanged
Wolff Wiese Magana LLC11$5.59K0.00%+11New
Westside Investment Management, Inc.11$5.63K0.00%00.0%Unchanged
Sunbelt Securities, Inc.12$6.10K0.00%00.0%Unchanged
High Note Wealth, LLC12$6.10K0.00%00.0%Unchanged
ESL Trust Services, LLC14$7.12K0.00%00.0%Unchanged
Saudi Central Bank14$7.12K0.04%+14New
TD Capital Management LLC14$7.20K0.00%00.0%Unchanged
Pingora Partners LLC15$7.63K0.01%00.0%Unchanged
Meeder Asset Management Inc17$8.64K0.00%−15−46.9%Reduced
Private Wealth Asset Management, LLC17$8.64K0.00%+17New
Fortitude Family Office, LLC18$9.15K0.00%−7−28.0%Reduced
Greykasell Wealth Strategies, Inc.18$9.15K0.00%+18New
Mowery & Schoenfeld Wealth Management, LLC18$9.15K0.02%00.0%Unchanged
Smithfield Trust Co20$10.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC20$10.2K0.00%00.0%Unchanged
Ancora Advisors, LLC21$10.7K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.21$10.7K0.00%00.0%Unchanged
ORG Partners LLC22$11.3K0.00%+22New
Atlantic Trust, LLC23$11.7K0.00%+23New
Farmers & Merchants Investments Inc24$12.2K0.00%+11+84.6%Added
Private Wealth Management Group, LLC24$12.2K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.26$13.2K0.01%−6−18.8%Reduced
Spire Wealth Management27$13.7K0.00%−8−22.9%Reduced
Versant Capital Management, Inc27$13.7K0.00%+8+42.1%Added
Bell Investment Advisors, Inc28$14.2K0.00%+2+7.7%Added
Contravisory Investment Management, Inc.29$14.7K0.00%−12−29.3%Reduced
IMG Wealth Management, Inc.29$14.7K0.01%00.0%Unchanged
South State Corp.29$14.7K0.00%+9+45.0%Added
Winch Advisory Services, LLC29$14.8K0.00%00.0%Unchanged
DAGCO, Inc.31$15.8K0.01%+31New
NewSquare Capital LLC32$16.3K0.00%+31+3,100.0%Added
GoalVest Advisory LLC33$16.8K0.00%00.0%Unchanged
AdvisorNet Financial, Inc33$16.8K0.00%+13+65.0%Added
Bares Capital Management, Inc.33$16.8K0.00%+33New
Central Pacific Bank - Trust Division33$16.8K0.00%+33New
Bryn Mawr Trust Co34$17.3K0.00%−5−12.8%Reduced
Manchester Capital Management LLC34$17.3K0.00%−9−20.9%Reduced
MPWM Advisory Solutions, LLC34$17.3K0.01%00.0%Unchanged
Main Street Group, LTD35$17.8K0.01%00.0%Unchanged
Parvin Asset Management, LLC37$18.8K0.02%00.0%Unchanged
Transce3nd, LLC38$19.3K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton38$19.3K0.00%+3+8.6%Added
FSA Wealth Management LLC38$19.4K0.01%00.0%Unchanged
Legacy Bridge, LLC40$20.3K0.01%00.0%Unchanged
McIlrath & Eck, LLC40$20.3K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC40$20.3K0.01%00.0%Unchanged
Aventura Private Wealth, LLC40$20.6K0.01%00.0%Unchanged
Solstein Capital, LLC42$21.3K0.01%00.0%Unchanged
CVA Family Office, LLC43$21.9K0.00%+13+43.3%Added
Hemington Wealth Management45$22.0K0.00%+12+36.4%Added
North Star Investment Management Corp.47$23.9K0.00%00.0%Unchanged