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 |
|---|---|---|---|---|---|
| Tritonpoint Wealth, LLC | 461 | $234.3K | 0.02% | −1−0.2% | Reduced |
| Bedel Financial Consulting, Inc. | 500 | $237.5K | 0.03% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 473 | $240.4K | 0.01% | −114−19.4% | Reduced |
| MAI Capital Management | 474 | $240.8K | 0.00% | −3−0.6% | Reduced |
| Icon Wealth Advisors, LLC | 474 | $240.9K | 0.02% | −275−36.7% | Reduced |
| Savant Capital, LLC | 476 | $242.1K | 0.00% | −171−26.4% | Reduced |
| Prudential PLC | 477 | $242.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 480 | $244.0K | 0.00% | −4−0.8% | Reduced |
| Northside Capital Management, LLC | 488 | $248.2K | 0.04% | −40−7.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 492 | $250.0K | 0.00% | +69+16.3% | Added |
| Tower Wealth Partners, Inc. | 492 | $250.1K | 0.13% | +10+2.1% | Added |
| River Wealth Advisors LLC | 500 | $254.2K | 0.04% | −2−0.4% | Reduced |
| Eqis Capital Management, Inc. | 504 | $256.0K | 0.02% | +23+4.8% | Added |
| KKM Financial LLC | 508 | $258.2K | 0.11% | 00.0% | Unchanged |
| HM Payson & Co | 510 | $259.2K | 0.00% | +100+24.4% | Added |
| Sava Infond d.o.o. | 515 | $261.8K | 0.05% | 00.0% | Unchanged |
| Woodstock Corp | 517 | $262.8K | 0.03% | −158−23.4% | Reduced |
| Fundamentun, LLC | 517 | $262.8K | 0.01% | +74+16.7% | Added |
| VestGen Advisors, LLC | 518 | $263.3K | 0.01% | +518 | New |
| Breakwater Capital Group | 520 | $264.3K | 0.05% | +29+5.9% | Added |
| Synovus Financial Corp | 522 | $265.3K | 0.00% | +29+5.9% | Added |
| Resources Investment Advisors, LLC. | 523 | $265.9K | 0.00% | +523 | New |
| Independent Advisor Alliance | 528 | $268.2K | 0.01% | +63+13.5% | Added |
| International Assets Investment Management, LLC | 531 | $269.9K | 0.02% | +4+0.8% | Added |
| Forum Financial Management, LP | 539 | $274.0K | 0.00% | +35+6.9% | Added |
| Cordatus Wealth Management LLC | 539 | $274.0K | 0.08% | +20+3.9% | Added |
| Cary Street Partner Investment Advisory LLC | 541 | $275.1K | 0.16% | +19+3.6% | Added |
| Autumn Glory Partners, LLC | 548 | $278.5K | 0.14% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 550 | $279.6K | 0.01% | +6+1.1% | Added |
| Summit Financial, LLC | 551 | $279.9K | 0.01% | −159−22.4% | Reduced |
| Aureus Asset Management, LLC | 551 | $280.1K | 0.02% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 551 | $280.1K | 0.09% | +551 | New |
| Highland Capital Management, LLC | 554 | $281.6K | 0.02% | +554 | New |
| Legacy Trust | 556 | $282.6K | 0.07% | −24−4.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 559 | $284.1K | 0.02% | −2,356−80.8% | Reduced |
| Prospect Financial Services LLC | 560 | $284.6K | 0.16% | 00.0% | Unchanged |
| Dakota Wealth Management | 566 | $287.7K | 0.01% | −186−24.7% | Reduced |
| First Horizon Advisors, Inc. | 569 | $289.6K | 0.01% | +25+4.6% | Added |
| Parkside Financial Bank & Trust | 573 | $291.1K | 0.04% | +29+5.3% | Added |
| Napatree Capital LLC | 576 | $292.8K | 0.16% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 580 | $294.8K | 0.03% | +37+6.8% | Added |
| Gibbs Wealth Management | 583 | $296.3K | 0.07% | +59+11.3% | Added |
| Huntington National Bank | 587 | $298.4K | 0.00% | −68−10.4% | Reduced |
| Advisory Services Network, LLC | 595 | $302.1K | 0.01% | +10+1.7% | Added |
| Rafferty Asset Management, LLC | 597 | $303.5K | 0.00% | −198−24.9% | Reduced |
| Boit C F David | 600 | $305.0K | 0.15% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 603 | $306.3K | 0.03% | +1+0.2% | Added |
| Metis Global Partners, LLC | 611 | $310.6K | 0.01% | +139+29.4% | Added |
| Eagle Global Advisors LLC | 612 | $310.8K | 0.01% | −81−11.7% | Reduced |
| Blue Barn Wealth, LLC | 612 | $311.1K | 0.16% | +2+0.3% | Added |
| Stevens Capital Management LP | 619 | $315.0K | 0.08% | +619 | New |
| Sagespring Wealth Partners, LLC | 623 | $316.9K | 0.01% | +7+1.1% | Added |
| Perbak Capital Partners LLP | 626 | $318.2K | 0.24% | +626 | New |
| Berry Wealth Group, LP | 638 | $324.3K | 0.25% | +175+37.8% | Added |
| LifeWealth Investments, LLC | 641 | $325.6K | 0.07% | +176+37.8% | Added |
| Csenge Advisory Group | 654 | $331.3K | 0.02% | +72+12.4% | Added |
| Assetmark, Inc | 655 | $332.9K | 0.00% | −7−1.1% | Reduced |
| Apollon Wealth Management, LLC | 655 | $333.0K | 0.01% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 662 | $336.7K | 0.01% | +29+4.6% | Added |
| Bank of Nova Scotia | 665 | $338.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 666 | $338.8K | 0.01% | +73+12.3% | Added |
| Fulcrum Capital LLC | 671 | $341.1K | 0.08% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 753 | $343.1K | 0.02% | +193+34.5% | Added |
| Arete Wealth Advisors, LLC | 679 | $345.0K | 0.03% | −219−24.4% | Reduced |
| Arkadios Wealth Advisors | 679 | $345.1K | 0.01% | +71+11.7% | Added |
| Phillips Wealth Planners LLC | 680 | $346.0K | 0.37% | +2+0.3% | Added |
| Sequoia Financial Advisors, LLC | 682 | $346.8K | 0.00% | −70−9.3% | Reduced |
| Platform Technology Partners | 685 | $348.2K | 0.10% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 686 | $348.7K | 0.01% | +686 | New |
| Groesbeck Investment Management Corp | 686 | $349.0K | 0.49% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 693 | $352.3K | 0.14% | +6+0.9% | Added |
| StoneX Group Inc. | 693 | $352.3K | 0.02% | +215+45.0% | Added |
| UniSuper Management Pty Ltd | 700 | $355.8K | 0.00% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 704 | $357.8K | 0.08% | −1,138−61.8% | Reduced |
| Penserra Capital Management LLC | 707 | $358.0K | 0.01% | −60−7.8% | Reduced |
| Semanteon Capital Management, LP | 708 | $359.9K | 0.20% | −2,328−76.7% | Reduced |
| Geneos Wealth Management Inc. | 711 | $361.1K | 0.01% | +97+15.8% | Added |
| Engineers Gate Manager LP | 714 | $362.9K | 0.01% | −808−53.1% | Reduced |
| Yarbrough Capital, LLC | 716 | $363.9K | 0.02% | +716 | New |
| Thrive Wealth Management, LLC | 725 | $368.5K | 0.07% | +107+17.3% | Added |
| Taylor Hoffman Capital Management LLC | 724 | $370.4K | 0.14% | 00.0% | Unchanged |
| Cynosure Management, LLC | 732 | $372.1K | 0.05% | +101+16.0% | Added |
| Checchi Capital Advisers, LLC | 735 | $373.6K | 0.03% | +39+5.6% | Added |
| EP Wealth Advisors, LLC | 742 | $377.4K | 0.00% | −18−2.4% | Reduced |
| Modern Wealth Management, LLC | 744 | $378.4K | 0.01% | +107+16.8% | Added |
| Heartwood Wealth Advisors LLC | 761 | $386.8K | 0.04% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 778 | $388.3K | 0.08% | −22−2.8% | Reduced |
| International Private Wealth Advisors LLC | 766 | $389.2K | 0.37% | −16−2.0% | Reduced |
| Jag Capital Management, LLC | 773 | $392.9K | 0.05% | +3+0.4% | Added |
| Centennial Wealth Advisory LLC | 776 | $394.7K | 0.14% | +22+2.9% | Added |
| Dorsey & Whitney Trust CO LLC | 777 | $394.9K | 0.02% | +8+1.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 780 | $397.0K | 0.03% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 786 | $399.5K | 0.06% | +286+57.2% | Added |
| Somerville Kurt F | 800 | $406.6K | 0.07% | +800 | New |
| Stephens Inc | 802 | $407.7K | 0.01% | −8−1.0% | Reduced |
| Intrust Bank NA | 807 | $410.2K | 0.04% | −20−2.4% | Reduced |
| Mutual Advisors, LLC | 900 | $410.3K | 0.01% | +45+5.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 810 | $411.7K | 0.03% | −75−8.5% | Reduced |
| Ballentine Partners, LLC | 810 | $411.7K | 0.01% | +810 | New |
| Enhancing Capital LLC | 813 | $413.2K | 0.33% | +20+2.5% | Added |