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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 1,445 | $734.5K | 0.00% | −168−10.4% | Reduced |
| Roundview Capital LLC | 1,447 | $735.5K | 0.05% | +165+12.9% | Added |
| Impact Capital Partners LLC | 1,475 | $749.7K | 0.27% | +2+0.1% | Added |
| Baker Avenue Asset Management, LP | 1,483 | $753.8K | 0.02% | +245+19.8% | Added |
| ProShare Advisors LLC | 1,484 | $754.3K | 0.00% | −145−8.9% | Reduced |
| Donaldson Capital Management, LLC | 1,491 | $757.9K | 0.03% | +88+6.3% | Added |
| Webster Bank, N. A. | 1,493 | $758.9K | 0.08% | −75−4.8% | Reduced |
| Moneta Group Investment Advisors LLC | 1,511 | $768.1K | 0.01% | +41+2.8% | Added |
| Perfromance Wealth Partners, LLC | 1,527 | $776.2K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,530 | $777.7K | 0.15% | −52−3.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,551 | $788.4K | 0.05% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 1,568 | $797.5K | 0.43% | +1,255+401.0% | Added |
| Andra AP-fonden | 1,580 | $803.1K | 0.01% | +1,580 | New |
| CIBC World Markets Corp | 1,585 | $805.7K | 0.01% | +11+0.7% | Added |
| Harvest Investment Services, LLC | 1,589 | $807.7K | 0.23% | +1,589 | New |
| Atria Wealth Solutions, Inc. | 1,603 | $815.1K | 0.01% | −4−0.2% | Reduced |
| Regents Gate Capital LLP | 1,605 | $815.8K | 0.35% | −16,282−91.0% | Reduced |
| Farther Finance Advisors, LLC | 1,605 | $821.3K | 0.02% | +117+7.9% | Added |
| Maryland State Retirement & Pension System | 1,616 | $821.4K | 0.02% | −230−12.5% | Reduced |
| M&G Plc | 1,643 | $834.6K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,658 | $843.0K | 0.01% | −407−19.7% | Reduced |
| David Loasby | 1,705 | $851.2K | 0.08% | +25+1.5% | Added |
| Adviser Investments LLC | 1,679 | $853.4K | 0.01% | 00.0% | Unchanged |
| Jain Global LLC | 1,721 | $874.8K | 0.02% | −296−14.7% | Reduced |
| Atomi Financial Group, Inc. | 1,722 | $875.3K | 0.04% | +157+10.0% | Added |
| Federation des caisses Desjardins du Quebec | 1,807 | $918.8K | 0.00% | +724+66.9% | Added |
| Aquatic Capital Management LLC | 1,820 | $925.1K | 0.02% | −3,667−66.8% | Reduced |
| LVW Advisors, LLC | 1,823 | $926.6K | 0.11% | −91−4.8% | Reduced |
| Cranbrook Wealth Management, LLC | 1,884 | $957.6K | 0.22% | −30−1.6% | Reduced |
| Vident Advisory, LLC | 1,892 | $961.8K | 0.01% | +397+26.6% | Added |
| Oak Ridge Investments LLC | 1,903 | $967.3K | 0.08% | −36−1.9% | Reduced |
| Gulf International Bank (UK) Ltd | 1,914 | $972.0K | 0.03% | −703−26.9% | Reduced |
| Elevated Capital Advisors, LLC | 1,918 | $974.7K | 0.27% | +97+5.3% | Added |
| Sterling Capital Management LLC | 1,922 | $977.0K | 0.02% | −128−6.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,925 | $978.5K | 0.04% | −24−1.2% | Reduced |
| Parsons Capital Management Inc | 1,931 | $981.5K | 0.05% | −42−2.1% | Reduced |
| Allstate Corp | 1,937 | $984.6K | 0.03% | +927+91.8% | Added |
| Commerce Bank | 1,967 | $999.8K | 0.01% | +14+0.7% | Added |
| Jones Financial Companies LLLP | 1,993 | $1.00M | 0.00% | +815+69.2% | Added |
| Wealth Alliance | 1,976 | $1.00M | 0.12% | +12+0.6% | Added |
| Tounjian Advisory Partners, LLC | 1,980 | $1.01M | 0.19% | +1,980 | New |
| Massachusetts Financial Services Co | 1,983 | $1.01M | 0.00% | −505−20.3% | Reduced |
| Graham Capital Management, L.P. | 2,000 | $1.02M | 0.03% | −1,700−45.9% | Reduced |
| Mackenzie Financial Corp | 2,053 | $1.04M | 0.00% | −3,105−60.2% | Reduced |
| Crossmark Global Holdings, Inc. | 2,059 | $1.05M | 0.02% | −271−11.6% | Reduced |
| Quadrant Capital Group LLC | 2,084 | $1.06M | 0.04% | +1,566+302.3% | Added |
| Capital Analysts, LLC | 2,090 | $1.06M | 0.04% | −38−1.8% | Reduced |
| Occudo Quantitative Strategies LP | 2,135 | $1.07M | 0.14% | +2,135 | New |
| Nebula Research & Development LLC | 2,115 | $1.08M | 0.10% | −5,976−73.9% | Reduced |
| Janus Henderson Group PLC | 2,168 | $1.09M | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,178 | $1.11M | 0.03% | −9,354−81.1% | Reduced |
| SlateStone Wealth, LLC | 2,187 | $1.11M | 0.11% | +98+4.7% | Added |
| Financial Advisory Service, Inc. | 2,192 | $1.11M | 0.09% | +6+0.3% | Added |
| Cox Capital Mgt LLC | 2,200 | $1.12M | 0.82% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,212 | $1.12M | 0.04% | +3+0.1% | Added |
| United Services Automobile Association | 2,244 | $1.13M | 0.03% | +2,244 | New |
| CIBC Asset Management Inc | 2,245 | $1.14M | 0.00% | +75+3.5% | Added |
| Crawford Investment Counsel Inc | 2,264 | $1.15M | 0.02% | +10.0% | Added |
| Norden Group LLC | 2,280 | $1.16M | 0.13% | −12−0.5% | Reduced |
| Ascent Group, LLC | 2,335 | $1.19M | 0.05% | +65+2.9% | Added |
| Beacon Pointe Advisors, LLC | 2,344 | $1.19M | 0.01% | −240−9.3% | Reduced |
| Mercer Global Advisors Inc | 2,355 | $1.20M | 0.00% | −442−15.8% | Reduced |
| Lindenwold Advisors | 2,386 | $1.21M | 0.68% | −51−2.1% | Reduced |
| Concurrent Investment Advisors, LLC | 2,393 | $1.22M | 0.03% | −96−3.9% | Reduced |
| STRS Ohio | 2,443 | $1.24M | 0.01% | −1,041−29.9% | Reduced |
| Centennial Bank | 2,464 | $1.25M | 0.60% | −55−2.2% | Reduced |
| Bokf, NA | 2,474 | $1.26M | 0.02% | −6−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,476 | $1.26M | 0.01% | +14+0.6% | Added |
| American National Bank | 2,487 | $1.26M | 0.14% | +107+4.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 2,871 | $1.27M | 0.07% | +2,871 | New |
| Canada Pension Plan Investment Board | 2,519 | $1.28M | 0.00% | +2,319+1,159.5% | Added |
| Confluence Wealth Services, Inc. | 2,873 | $1.28M | 0.08% | +128+4.7% | Added |
| Knollwood Investment Advisory, LLC | 2,523 | $1.28M | 0.14% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,550 | $1.30M | 0.12% | −10.0% | Reduced |
| Walleye Trading LLC | 2,627 | $1.34M | 0.04% | +1,807+220.4% | Added |
| Eastern Bank | 2,652 | $1.35M | 0.03% | −282−9.6% | Reduced |
| Mirabaud Asset Management Ltd | 2,690 | $1.35M | 0.71% | −476−15.0% | Reduced |
| Freemont Management S.A. | 2,700 | $1.37M | 0.54% | −300−10.0% | Reduced |
| Congress Wealth Management LLC | 2,695 | $1.37M | 0.02% | +1,828+210.8% | Added |
| Securian Asset Management, Inc | 2,706 | $1.38M | 0.04% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 2,713 | $1.38M | 0.06% | −13−0.5% | Reduced |
| Harvey Investment Co LLC | 2,715 | $1.38M | 0.15% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 2,800 | $1.42M | 0.00% | −400−12.5% | Reduced |
| Belpointe Asset Management LLC | 2,803 | $1.43M | 0.07% | +69+2.5% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 2,812 | $1.43M | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,812 | $1.43M | 0.04% | +732+35.2% | Added |
| Citizens Financial Group Inc | 2,823 | $1.43M | 0.03% | −476−14.4% | Reduced |
| Schechter Investment Advisors, LLC | 2,899 | $1.47M | 0.12% | −694−19.3% | Reduced |
| Daiwa Securities Group Inc. | 2,900 | $1.47M | 0.01% | +100+3.6% | Added |
| Gateway Investment Advisers LLC | 2,916 | $1.48M | 0.02% | −1,116−27.7% | Reduced |
| Shaker Investments LLC | 2,990 | $1.52M | 0.73% | −69−2.3% | Reduced |
| Annandale Capital, LLC | 3,009 | $1.53M | 0.29% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 3,017 | $1.53M | 0.52% | +1,368+83.0% | Added |
| Federated Hermes, Inc. | 3,037 | $1.54M | 0.00% | −65−2.1% | Reduced |
| Portside Wealth Group, LLC | 3,044 | $1.55M | 0.25% | +138+4.7% | Added |
| Chicago Capital, LLC | 3,045 | $1.55M | 0.04% | +922+43.4% | Added |
| SummitTX Capital, L.P. | 3,063 | $1.56M | 0.07% | +3,063 | New |
| Two Sigma Securities, LLC | 3,077 | $1.56M | 0.24% | +1,324+75.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,078 | $1.56M | 0.06% | +18+0.6% | Added |
| J. W. Coons Advisors, LLC | 3,079 | $1.57M | 0.41% | +5+0.2% | Added |