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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 3,102 | $1.58M | 0.01% | −764−19.8% | Reduced |
| Chicago Trust Co NA | 3,121 | $1.59M | 0.28% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,127 | $1.59M | 0.10% | +184+6.3% | Added |
| Change Path, LLC | 3,157 | $1.60M | 0.05% | +230+7.9% | Added |
| Swiss Life Asset Management Ltd | 3,187 | $1.62M | 0.01% | +967+43.6% | Added |
| GWM Advisors LLC | 3,213 | $1.63M | 0.01% | +167+5.5% | Added |
| Saturna Capital CORP | 3,263 | $1.66M | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,326 | $1.69M | 0.07% | −31−0.9% | Reduced |
| Allianz Asset Management GmbH | 3,332 | $1.69M | 0.00% | +1,410+73.4% | Added |
| Versor Investments LP | 3,401 | $1.73M | 0.28% | +1,201+54.6% | Added |
| Alpha Omega Wealth Management LLC | 3,409 | $1.73M | 0.33% | +204+6.4% | Added |
| Access Financial Services, Inc. | 3,412 | $1.73M | 0.70% | +205+6.4% | Added |
| Quantbot Technologies LP | 3,417 | $1.74M | 0.06% | −10,191−74.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,431 | $1.74M | 0.01% | −151−4.2% | Reduced |
| MML Investors Services, LLC | 3,440 | $1.75M | 0.01% | +230+7.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,442 | $1.75M | 0.08% | −135−3.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,558 | $1.79M | 0.33% | +3,518+8,795.0% | Added |
| Perigon Wealth Management, LLC | 3,534 | $1.80M | 0.05% | −2−0.1% | Reduced |
| HRT Financial LP | 3,577 | $1.82M | 0.01% | +3,577 | New |
| Prudential Financial Inc | 3,643 | $1.85M | 0.00% | −351−8.8% | Reduced |
| Capital Investment Advisory Services, LLC | 3,735 | $1.90M | 0.17% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,750 | $1.91M | 0.02% | +241+6.9% | Added |
| Lee Financial Co | 3,760 | $1.91M | 0.29% | −463−11.0% | Reduced |
| Birch Capital Management, LLC | 3,817 | $1.94M | 1.01% | −88−2.3% | Reduced |
| Umb Bank N A | 3,838 | $1.95M | 0.03% | +192+5.3% | Added |
| RSM US Wealth Management LLC | 3,840 | $1.95M | 0.03% | +1,547+67.5% | Added |
| Avanza Fonder AB | 3,788 | $1.97M | 0.06% | −125−3.2% | Reduced |
| OP Asset Management Ltd | 3,890 | $1.98M | 0.03% | +3,890 | New |
| Ontario Teachers Pension Plan Board | 3,948 | $2.01M | 0.03% | +1,241+45.8% | Added |
| Taylor Frigon Capital Management LLC | 3,953 | $2.01M | 1.20% | −132−3.2% | Reduced |
| Trueblood Wealth Management, LLC | 3,994 | $2.03M | 0.94% | +211+5.6% | Added |
| Old National Bancorp | 3,997 | $2.03M | 0.05% | −1,100−21.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 4,021 | $2.04M | 0.03% | −85−2.1% | Reduced |
| State of Alaska, Department of Revenue | 4,077 | $2.07M | 0.02% | +105+2.6% | Added |
| Ethic Inc. | 4,086 | $2.09M | 0.04% | +381+10.3% | Added |
| Bridges Investment Management Inc | 4,168 | $2.12M | 0.03% | +1,673+67.1% | Added |
| CWM Advisors, LLC | 4,278 | $2.17M | 0.26% | +127+3.1% | Added |
| Nissay Asset Management Corp | 4,351 | $2.21M | 0.01% | +55+1.3% | Added |
| Intrepid Capital Management Inc | 4,362 | $2.22M | 1.08% | +3,626+492.7% | Added |
| New Age Alpha Advisors, LLC | 4,369 | $2.22M | 0.10% | −2,755−38.7% | Reduced |
| JustInvest LLC | 4,403 | $2.24M | 0.03% | +563+14.7% | Added |
| RFG Advisory, LLC | 4,518 | $2.30M | 0.06% | +625+16.1% | Added |
| O'Shaughnessy Asset Management, LLC | 4,551 | $2.31M | 0.02% | +750+19.7% | Added |
| KBC Group NV | 4,668 | $2.37M | 0.01% | −1,577−25.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 4,819 | $2.45M | 0.03% | −900−15.7% | Reduced |
| TD Private Client Wealth LLC | 4,842 | $2.46M | 0.07% | −140−2.8% | Reduced |
| Schroder Investment Management Group | 4,967 | $2.49M | 0.00% | −206−4.0% | Reduced |
| Avantax Advisory Services, Inc. | 4,909 | $2.50M | 0.02% | +327+7.1% | Added |
| Crown Advisors Management, Inc. | 5,000 | $2.54M | 2.24% | 00.0% | Unchanged |
| Barbara Oil Co. | 5,000 | $2.54M | 1.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,067 | $2.58M | 0.14% | +567+12.6% | Added |
| Teacher Retirement System of Texas | 5,092 | $2.59M | 0.01% | +5,092 | New |
| Toronto Dominion Bank | 5,240 | $2.66M | 0.01% | +688+15.1% | Added |
| Univest Financial Corp | 5,334 | $2.71M | 0.18% | +406+8.2% | Added |
| Coldstream Capital Management Inc | 5,353 | $2.72M | 0.06% | −374−6.5% | Reduced |
| River Road Asset Management, LLC | 5,361 | $2.72M | 0.04% | −448−7.7% | Reduced |
| Level Four Advisory Services, LLC | 5,385 | $2.74M | 0.11% | +209+4.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,443 | $2.77M | 0.15% | −7−0.1% | Reduced |
| Mariner, LLC | 5,715 | $2.90M | 0.00% | +66+1.2% | Added |
| Utah Retirement Systems | 5,728 | $2.91M | 0.03% | −41−0.7% | Reduced |
| Generali Asset Management SPA SGR | 5,787 | $2.94M | 0.07% | +5,787 | New |
| Credit Agricole S A | 5,820 | $2.96M | 0.01% | +1,465+33.6% | Added |
| Trexquant Investment LP | 5,868 | $2.98M | 0.03% | +5,868 | New |
| Woodley Farra Manion Portfolio Management Inc | 5,882 | $2.99M | 0.15% | −37−0.6% | Reduced |
| TrimTabs Asset Management, LLC | 5,911 | $3.00M | 0.47% | −137−2.3% | Reduced |
| Empowered Funds, LLC | 5,927 | $3.01M | 0.04% | +232+4.1% | Added |
| Holocene Advisors, LP | 5,979 | $3.04M | 0.01% | −5,204−46.5% | Reduced |
| Xponance, Inc. | 5,985 | $3.04M | 0.03% | +72+1.2% | Added |
| GHP Investment Advisors, Inc. | 6,082 | $3.09M | 0.15% | −927−13.2% | Reduced |
| Argent Trust Co | 6,083 | $3.09M | 0.13% | +280+4.8% | Added |
| Advisors Asset Management, Inc. | 6,196 | $3.15M | 0.06% | −4,120−39.9% | Reduced |
| Hunter Associates Investment Management LLC | 6,240 | $3.17M | 0.49% | −165−2.6% | Reduced |
| WCM Investment Management, LLC | 6,398 | $3.21M | 0.01% | +207+3.3% | Added |
| Van Eck Associates Corp | 6,404 | $3.25M | 0.00% | +119+1.9% | Added |
| Regions Financial Corp | 6,598 | $3.35M | 0.02% | −139−2.1% | Reduced |
| British Columbia Investment Management Corp | 6,662 | $3.39M | 0.02% | 00.0% | Unchanged |
| TD Asset Management Inc | 6,675 | $3.39M | 0.00% | +165+2.5% | Added |
| IFM Investors Pty Ltd | 6,688 | $3.40M | 0.04% | −255−3.7% | Reduced |
| Appleton Partners Inc | 6,802 | $3.46M | 0.27% | +89+1.3% | Added |
| Ameritas Investment Partners, Inc. | 6,853 | $3.48M | 0.12% | −123−1.8% | Reduced |
| Freedom Day Solutions, LLC | 6,894 | $3.50M | 1.07% | −407−5.6% | Reduced |
| Applied Capital LLC | 6,897 | $3.51M | 2.82% | −6−0.1% | Reduced |
| Creative Planning | 6,907 | $3.51M | 0.00% | +1,297+23.1% | Added |
| Brinker Capital Investments, LLC | 6,943 | $3.53M | 0.03% | −189−2.7% | Reduced |
| Orion Portfolio Solutions, LLC | 6,943 | $3.53M | 0.03% | −189−2.7% | Reduced |
| Centaurus Financial, Inc. | 6,959 | $3.54M | 0.21% | +536+8.3% | Added |
| Forsta Ap-Fonden | 7,000 | $3.56M | 0.03% | −300−4.1% | Reduced |
| Oregon Public Employees Retirement Fund | 7,075 | $3.60M | 0.07% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 7,118 | $3.62M | 0.13% | 00.0% | Unchanged |
| Algert Global LLC | 7,130 | $3.62M | 0.09% | +7,130 | New |
| Advisor Group Holdings, Inc. | 7,187 | $3.66M | 0.01% | +507+7.6% | Added |
| Cresset Asset Management, LLC | 7,302 | $3.71M | 0.02% | +111+1.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 7,346 | $3.73M | 0.02% | −203−2.7% | Reduced |
| Brevan Howard Capital Management LP | 7,414 | $3.77M | 0.11% | −189−2.5% | Reduced |
| Sanctuary Advisors, LLC | 7,419 | $3.77M | 0.03% | −607−7.6% | Reduced |
| Brown Advisory Inc | 7,722 | $3.93M | 0.01% | +4,355+129.3% | Added |
| Jump Financial, LLC | 7,743 | $3.94M | 0.06% | +3,071+65.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,745 | $3.94M | 0.06% | +4+0.1% | Added |
| Prospect Capital Advisors, LLC | 7,780 | $3.95M | 2.71% | −1,855−19.3% | Reduced |
| Middleton & Co Inc | 7,980 | $4.06M | 0.47% | −297−3.6% | Reduced |