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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 815 | $414.3K | 0.02% | −24−2.9% | Reduced |
| Callan Family Office, LLC | 823 | $418.3K | 0.03% | −19−2.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 831 | $422.4K | 0.03% | −67−7.5% | Reduced |
| Siemens Fonds Invest GmbH | 833 | $423.4K | 0.03% | −728−46.6% | Reduced |
| SG Americas Securities, LLC | 844 | $429.0K | 0.00% | +482+133.1% | Added |
| ICW Investment Advisors LLC | 850 | $432.3K | 0.18% | +12+1.4% | Added |
| Venturi Wealth Management, LLC | 861 | $437.6K | 0.02% | −4−0.5% | Reduced |
| Haverford Trust Co | 864 | $439.2K | 0.00% | −40−4.4% | Reduced |
| CWM, LLC | 867 | $441.0K | 0.00% | +21+2.5% | Added |
| Pine Valley Investments Ltd Liability Co | 868 | $441.2K | 0.03% | −36−4.0% | Reduced |
| Flputnam Investment Management Co | 874 | $444.3K | 0.01% | +53+6.5% | Added |
| Teza Capital Management LLC | 875 | $444.8K | 0.20% | −613−41.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 878 | $446.2K | 0.00% | −161−15.5% | Reduced |
| Maven Securities LTD | 900 | $457.5K | 0.10% | +900 | New |
| Simon Quick Advisors, LLC | 900 | $457.6K | 0.03% | +92+11.4% | Added |
| Compass Ion Advisors, LLC | 901 | $458.2K | 0.05% | +3+0.3% | Added |
| First Citizens Bank & Trust Co | 906 | $460.5K | 0.01% | +232+34.4% | Added |
| Waterloo Capital, L.P. | 911 | $462.8K | 0.04% | +169+22.8% | Added |
| Prospera Financial Services Inc | 913 | $464.4K | 0.01% | +2+0.2% | Added |
| Massmutual Trust Co FSB | 920 | $467.6K | 0.01% | −1−0.1% | Reduced |
| PAX Financial Group, LLC | 921 | $468.3K | 0.08% | +921 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 923 | $469.2K | 0.08% | +59+6.8% | Added |
| Quantitative Investment Management, LLC | 926 | $470.0K | 0.04% | +926 | New |
| Delta Financial Group, Inc. | 930 | $476.0K | 0.11% | 00.0% | Unchanged |
| Greenleaf Trust | 937 | $476.3K | 0.00% | +5+0.5% | Added |
| Private Advisor Group, LLC | 939 | $477.5K | 0.00% | −386−29.1% | Reduced |
| GAMMA Investing LLC | 940 | $477.8K | 0.04% | +406+76.0% | Added |
| Everence Capital Management Inc | 940 | $478.0K | 0.03% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 940 | $478.0K | 0.39% | +7+0.8% | Added |
| Ellevest, Inc. | 943 | $479.3K | 0.03% | +6+0.6% | Added |
| Adell Harriman & Carpenter Inc | 945 | $480.3K | 0.04% | +32+3.5% | Added |
| Everpar Advisors LLC | 945 | $480.3K | 0.26% | −72−7.1% | Reduced |
| Rakuten Investment Management, Inc. | 961 | $482.3K | 0.00% | +961 | New |
| Toroso Investments, LLC | 960 | $488.0K | 0.00% | +12+1.3% | Added |
| ISAM Funds (UK) Ltd | 961 | $488.5K | 0.24% | +522+118.9% | Added |
| Fox Run Management, L.L.C. | 971 | $493.6K | 0.08% | +971 | New |
| Flagship Harbor Advisors, LLC | 975 | $495.4K | 0.03% | −85−8.0% | Reduced |
| Paradigm Financial Partners, LLC | 988 | $502.2K | 0.06% | −85−7.9% | Reduced |
| Tompkins Financial Corp | 1,000 | $508.3K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,000 | $508.3K | 0.03% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 1,001 | $508.8K | 0.01% | +1,001 | New |
| Burney Co | 1,025 | $521.0K | 0.02% | −153−13.0% | Reduced |
| Fifth Third Bancorp | 1,028 | $522.5K | 0.00% | +47+4.8% | Added |
| Park National Corp | 1,031 | $524.1K | 0.02% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 1,038 | $527.4K | 0.20% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,042 | $529.6K | 0.14% | 00.0% | Unchanged |
| Alamea Verwaltungs GmbH | 1,045 | $531.2K | 0.46% | +1,045 | New |
| Quest Partners LLC | 1,052 | $534.7K | 0.06% | +949+921.4% | Added |
| Lido Advisors, LLC | 1,052 | $535.2K | 0.00% | −139−11.7% | Reduced |
| Valeo Financial Advisors, LLC | 1,056 | $536.8K | 0.01% | +24+2.3% | Added |
| Bridgefront Capital, LLC | 1,071 | $544.4K | 0.16% | +642+149.7% | Added |
| Cary Street Partners Financial LLC | 1,073 | $545.4K | 0.02% | +23+2.2% | Added |
| Heritage Family Offices, LLP | 1,086 | $552.0K | 0.28% | +188+20.9% | Added |
| Fieldview Capital Management, LLC | 1,118 | $568.3K | 0.08% | +1,118 | New |
| Advisor OS, LLC | 1,124 | $571.3K | 0.07% | −47−4.0% | Reduced |
| NBC Securities, Inc. | 1,126 | $572.0K | 0.05% | +1,125+112,500.0% | Added |
| Great Valley Advisor Group, Inc. | 1,136 | $577.3K | 0.01% | −8,487−88.2% | Reduced |
| Modera Wealth Management, LLC | 1,169 | $594.2K | 0.01% | −41−3.4% | Reduced |
| First Bank & Trust | 1,185 | $602.3K | 0.12% | −10−0.8% | Reduced |
| Thoroughbred Financial Services, LLC | 1,187 | $603.0K | 0.04% | −13−1.1% | Reduced |
| Tudor Financial Inc. | 1,195 | $607.4K | 0.36% | 00.0% | Unchanged |
| Equitable Trust Co | 1,196 | $607.9K | 0.03% | +10+0.8% | Added |
| Aviva PLC | 1,199 | $609.5K | 0.00% | +40+3.5% | Added |
| Bank of Hawaii | 1,201 | $610.5K | 0.04% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,204 | $611.8K | 0.02% | −187−13.4% | Reduced |
| Avidian Wealth Solutions, LLC | 1,215 | $617.6K | 0.03% | +19+1.6% | Added |
| Diversify Wealth Management, LLC | 1,358 | $618.9K | 0.05% | −123−8.3% | Reduced |
| Mattern Capital Management, LLC | 1,218 | $619.1K | 0.08% | +58+5.0% | Added |
| Omers Administration Corp | 1,219 | $619.6K | 0.01% | −199−14.0% | Reduced |
| Integrated Wealth Concepts LLC | 1,221 | $620.5K | 0.01% | −611−33.4% | Reduced |
| Johnson Investment Counsel Inc | 1,227 | $623.7K | 0.01% | +5+0.4% | Added |
| Evergreen Capital Management LLC | 1,248 | $634.4K | 0.02% | +114+10.1% | Added |
| QRG Capital Management, Inc. | 1,253 | $636.9K | 0.01% | −65−4.9% | Reduced |
| Shelton Capital Management | 1,256 | $638.4K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,270 | $645.5K | 0.03% | +469+58.6% | Added |
| Hilltop Holdings Inc. | 1,282 | $651.6K | 0.04% | +137+12.0% | Added |
| BHK Investment Advisors, LLC | 1,296 | $658.6K | 0.28% | −165−11.3% | Reduced |
| XTX Topco Ltd | 1,300 | $660.8K | 0.03% | +420+47.7% | Added |
| Fifth Third Wealth Advisors LLC | 1,301 | $661.3K | 0.03% | +2+0.2% | Added |
| Parcion Private Wealth LLC | 1,304 | $662.8K | 0.05% | −10−0.8% | Reduced |
| E. Ohman J:or Asset Management AB | 1,305 | $663.3K | 0.02% | −315−19.4% | Reduced |
| National Bank of Canada | 1,307 | $664.8K | 0.00% | −4,192−76.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,312 | $666.9K | 0.02% | −1,312−50.0% | Reduced |
| Verity & Verity, LLC | 1,318 | $669.7K | 0.06% | −41−3.0% | Reduced |
| HB Wealth Management, LLC | 1,339 | $680.8K | 0.01% | +582+76.9% | Added |
| Shell Asset Management Co | 1,348 | $685.0K | 0.03% | +249+22.7% | Added |
| LGT Fund Management Co Ltd. | 1,350 | $686.2K | 0.06% | +1,350 | New |
| Sumitomo Life Insurance Co | 1,353 | $687.7K | 0.02% | +1,353 | New |
| Ci Investments Inc. | 1,354 | $688.0K | 0.00% | +121+9.8% | Added |
| Bayforest Capital Ltd | 1,362 | $692.3K | 0.30% | +1,127+479.6% | Added |
| Tredje AP-fonden | 1,364 | $693.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,374 | $698.5K | 0.02% | −1−0.1% | Reduced |
| M&T Bank Corp | 1,381 | $701.6K | 0.00% | −305−18.1% | Reduced |
| Advocate Group LLC | 1,384 | $703.5K | 0.13% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,421 | $722.3K | 0.01% | +84+6.3% | Added |
| Mayflower Financial Advisors, LLC | 1,422 | $722.8K | 0.11% | −81−5.4% | Reduced |
| Trust Point Inc. | 1,422 | $722.8K | 0.07% | −171−10.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,424 | $723.8K | 0.11% | +13+0.9% | Added |
| Vestcor Inc | 1,428 | $726.0K | 0.02% | −968−40.4% | Reduced |
| Davidson Kahn Capital Management, LLC | 1,436 | $730.0K | 0.56% | +875+156.0% | Added |