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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 47 | $23.9K | 0.00% | +1+2.2% | Added |
| Kestra Investment Management, LLC | 47 | $23.9K | 0.00% | +22+88.0% | Added |
| Opal Wealth Advisors, LLC | 49 | $24.9K | 0.01% | +49 | New |
| WPG Advisers, LLC | 50 | $25.4K | 0.02% | −10−16.7% | Reduced |
| PSI Advisors, LLC | 50 | $25.4K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 50 | $25.4K | 0.02% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 50 | $25.4K | 0.00% | +50 | New |
| Bogart Wealth, LLC | 51 | $25.9K | 0.00% | −3−5.6% | Reduced |
| Global Financial Private Client, LLC | 53 | $26.9K | 0.01% | +4+8.2% | Added |
| TCTC Holdings, LLC | 56 | $28.5K | 0.00% | +30+115.4% | Added |
| City Holding Co | 57 | $29.0K | 0.00% | +57 | New |
| Rossby Financial, LCC | 64 | $29.2K | 0.01% | +64 | New |
| UMA Financial Services, Inc. | 58 | $29.5K | 0.01% | +2+3.6% | Added |
| First PREMIER Bank | 59 | $30.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 65 | $30.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 63 | $32.0K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 65 | $33.0K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 66 | $33.5K | 0.01% | +1+1.5% | Added |
| Rise Advisors, LLC | 67 | $34.1K | 0.02% | −23−25.6% | Reduced |
| Harbour Investments, Inc. | 68 | $34.6K | 0.00% | +16+30.8% | Added |
| St Germain D J Co Inc | 72 | $36.6K | 0.00% | +52+260.0% | Added |
| Ransom Advisory, Ltd | 88 | $44.7K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 90 | $45.7K | 0.00% | +90 | New |
| FNY Investment Advisers, LLC | 100 | $50.0K | 0.03% | +100 | New |
| Flaharty Asset Management, LLC | 100 | $50.8K | 0.01% | +100 | New |
| Hexagon Capital Partners LLC | 102 | $51.8K | 0.01% | 00.0% | Unchanged |
| Atala Financial Inc | 103 | $52.4K | 0.04% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 106 | $53.9K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 111 | $56.4K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 125 | $64.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 145 | $73.7K | 0.01% | −5−3.3% | Reduced |
| Creative Financial Designs Inc | 145 | $73.7K | 0.01% | 00.0% | Unchanged |
| National Pension Service | 146 | $74.2K | 0.00% | −53,154−99.7% | Reduced |
| MCF Advisors LLC | 146 | $74.2K | 0.01% | −4−2.7% | Reduced |
| N.E.W. Advisory Services LLC | 160 | $81.3K | 0.01% | +160 | New |
| GeoWealth Management, LLC | 164 | $83.4K | 0.00% | −71−30.2% | Reduced |
| Skopos Labs, Inc. | 165 | $83.5K | 0.02% | +51+44.7% | Added |
| Mascoma Wealth Management LLC | 175 | $89.0K | 0.02% | −30−14.6% | Reduced |
| Lindbrook Capital, LLC | 182 | $92.5K | 0.01% | +98+116.7% | Added |
| Richardson Financial Services Inc. | 185 | $94.0K | 0.07% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 189 | $95.0K | 0.01% | +59+45.4% | Added |
| Whittier Trust Co of Nevada Inc | 194 | $98.6K | 0.00% | −1−0.5% | Reduced |
| Trust Co of Vermont | 216 | $109.8K | 0.01% | −6−2.7% | Reduced |
| Glen Eagle Advisors, LLC | 217 | $110.5K | 0.02% | −84−27.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 229 | $116.4K | 0.09% | +229 | New |
| Ostrum Asset Management | 235 | $119.5K | 0.01% | −7−2.9% | Reduced |
| Strengthening Families & Communities, LLC | 261 | $120.9K | 0.07% | +245+1,531.3% | Added |
| Cove Street Capital, LLC | 240 | $122.0K | 0.19% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 241 | $122.3K | 0.01% | −15−5.9% | Reduced |
| North Capital, Inc. | 255 | $129.6K | 0.12% | +255 | New |
| Ossiam | 258 | $131.1K | 0.00% | −111−30.1% | Reduced |
| Clearstead Advisors, LLC | 276 | $140.3K | 0.00% | −581−67.8% | Reduced |
| Financial Network Wealth Advisors LLC | 282 | $143.3K | 0.19% | +126+80.8% | Added |
| Bellwether Advisors, LLC | 283 | $143.8K | 0.03% | −17−5.7% | Reduced |
| Allworth Financial LP | 320 | $144.9K | 0.00% | +48+17.6% | Added |
| Mather Group, LLC. | 287 | $145.8K | 0.00% | +9+3.2% | Added |
| LRI Investments, LLC | 290 | $147.5K | 0.01% | −182−38.6% | Reduced |
| Evermay Wealth Management LLC | 295 | $149.9K | 0.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 300 | $152.5K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 303 | $154.0K | 0.02% | +75+32.9% | Added |
| Central Trust Co | 315 | $160.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 315 | $160.1K | 0.00% | +44+16.2% | Added |
| Johnson Financial Group, Inc. | 331 | $168.2K | 0.01% | −513−60.8% | Reduced |
| Whittier Trust Co | 337 | $171.3K | 0.00% | +139+70.2% | Added |
| Bessemer Group Inc | 337 | $172.0K | 0.00% | −4−1.2% | Reduced |
| Principal Securities, Inc. | 373 | $176.8K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 356 | $181.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 356 | $181.0K | 0.05% | +140+64.8% | Added |
| Covestor Ltd | 390 | $199.0K | 0.13% | +37+10.5% | Added |
| Colonial Trust Co | 394 | $200.3K | 0.03% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 398 | $202.3K | 0.03% | +398 | New |
| Ellis Investment Partners, LLC | 399 | $202.8K | 0.04% | +399 | New |
| Cullen/Frost Bankers, Inc. | 400 | $203.3K | 0.00% | +27+7.2% | Added |
| Penobscot Investment Management Company, Inc. | 400 | $203.3K | 0.02% | +400 | New |
| ICONIQ Capital, LLC | 401 | $203.8K | 0.00% | +401 | New |
| Equitable Holdings, Inc. | 402 | $204.3K | 0.00% | +402 | New |
| Promus Capital, LLC | 402 | $204.5K | 0.16% | +2+0.5% | Added |
| Longboard Asset Management, LP | 405 | $205.9K | 0.60% | +405 | New |
| Baldwin Brothers Inc | 407 | $206.9K | 0.01% | −24−5.6% | Reduced |
| IFP Advisors, Inc | 402 | $207.9K | 0.01% | +12+3.1% | Added |
| Diversify Advisory Services, LLC | 467 | $212.8K | 0.01% | +467 | New |
| Scotia Capital Inc. | 420 | $213.5K | 0.00% | +420 | New |
| Fullcircle Wealth LLC | 470 | $214.2K | 0.09% | +470 | New |
| Baker Tilly Wealth Management, LLC | 423 | $215.0K | 0.08% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 423 | $215.0K | 0.01% | −42−9.0% | Reduced |
| Seeds Investor LLC | 425 | $216.2K | 0.06% | −80−15.8% | Reduced |
| Berkshire Asset Management LLC | 472 | $221.4K | 0.01% | +472 | New |
| Rodgers Brothers Inc. | 436 | $221.6K | 0.03% | +10+2.3% | Added |
| Trinity Financial Advisors LLC | 452 | $222.8K | 0.08% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 445 | $226.2K | 0.00% | −10−2.2% | Reduced |
| Jefferies Financial Group Inc. | 445 | $226.2K | 0.00% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 451 | $226.3K | 0.02% | −10−2.2% | Reduced |
| Integrity Alliance, LLC. | 446 | $226.9K | 0.01% | +446 | New |
| Entropy Technologies, LP | 450 | $228.7K | 0.02% | −907−66.8% | Reduced |
| Oarsman Capital, Inc. | 453 | $230.3K | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 456 | $231.8K | 0.02% | +33+7.8% | Added |
| Tradition Wealth Management, LLC | 458 | $232.5K | 0.02% | +14+3.2% | Added |
| HBK Sorce Advisory LLC | 458 | $232.6K | 0.01% | +458 | New |
| BankPlus Trust Department | 458 | $232.8K | 0.08% | −31−6.3% | Reduced |
| Curat Global, LLC | 460 | $233.8K | 0.29% | +460 | New |