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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 8,214 | $4.18M | 0.06% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,326 | $4.23M | 0.02% | +634+8.2% | Added |
| Dark Forest Capital Management LP | 8,333 | $4.24M | 0.19% | +7,510+912.5% | Added |
| CIBC World Markets Inc. | 8,372 | $4.26M | 0.01% | +955+12.9% | Added |
| State of Michigan Retirement System | 8,383 | $4.26M | 0.02% | +100+1.2% | Added |
| Cetera Investment Advisers | 8,432 | $4.29M | 0.01% | +503+6.3% | Added |
| Colony Group, LLC | 8,524 | $4.33M | 0.01% | +702+9.0% | Added |
| Intech Investment Management LLC | 8,625 | $4.38M | 0.05% | −2,040−19.1% | Reduced |
| Atria Investments LLC | 8,652 | $4.40M | 0.06% | +362+4.4% | Added |
| Cerity Partners LLC | 8,683 | $4.41M | 0.01% | +103+1.2% | Added |
| Quantinno Capital Management LP | 9,007 | $4.58M | 0.03% | +2,449+37.3% | Added |
| Alliance Wealth Advisors, LLC | 9,073 | $4.61M | 1.20% | +117+1.3% | Added |
| Voloridge Investment Management, LLC | 9,209 | $4.68M | 0.02% | −367−3.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,270 | $4.71M | 0.01% | +9,270 | New |
| K.J. Harrison & Partners Inc | 9,560 | $4.86M | 0.95% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 9,638 | $4.90M | 0.04% | +499+5.5% | Added |
| Louisiana State Employees Retirement System | 9,800 | $4.98M | 0.10% | +100+1.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,948 | $4.98M | 0.05% | +532+5.6% | Added |
| Monte Financial Group, LLC | 10,039 | $5.09M | 2.23% | +77+0.8% | Added |
| Arizona State Retirement System | 10,073 | $5.12M | 0.03% | −31−0.3% | Reduced |
| Oppenheimer & Co Inc | 10,094 | $5.13M | 0.08% | +783+8.4% | Added |
| D. E. Shaw & Co., Inc. | 10,190 | $5.18M | 0.01% | +2,440+31.5% | Added |
| Guggenheim Capital LLC | 10,272 | $5.22M | 0.05% | −1,781−14.8% | Reduced |
| CIBC Private Wealth Group, LLC | 11,333 | $5.25M | 0.01% | +132+1.2% | Added |
| Prosperity Consulting Group, LLC | 10,623 | $5.40M | 0.42% | −477−4.3% | Reduced |
| Pathstone Holdings, LLC | 10,953 | $5.57M | 0.02% | +593+5.7% | Added |
| Alerus Financial NA | 11,021 | $5.60M | 0.45% | +344+3.2% | Added |
| Buckhead Capital Management LLC | 11,138 | $5.66M | 1.82% | +88+0.8% | Added |
| Nicholas Company, Inc. | 11,373 | $5.78M | 0.10% | +11,373 | New |
| State of New Jersey Common Pension Fund D | 11,406 | $5.80M | 0.03% | −1,191−9.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 11,566 | $5.87M | 0.03% | +309+2.7% | Added |
| Spectrum Wealth Counsel, LLC | 11,614 | $5.90M | 0.71% | +31+0.3% | Added |
| Bank of Montreal | 11,752 | $5.97M | 0.00% | +128+1.1% | Added |
| NewEdge Wealth, LLC | 11,863 | $6.03M | 0.11% | +28+0.2% | Added |
| US Bancorp | 11,904 | $6.05M | 0.01% | −230−1.9% | Reduced |
| KLP Kapitalforvaltning AS | 12,200 | $6.20M | 0.03% | +400+3.4% | Added |
| Mn Services Vermogensbeheer B.V. | 12,300 | $6.25M | 0.05% | −1,300−9.6% | Reduced |
| Fiduciary Trust Co | 12,314 | $6.26M | 0.08% | +2,950+31.5% | Added |
| Yousif Capital Management, LLC | 12,350 | $6.28M | 0.07% | −270−2.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 12,483 | $6.35M | 0.06% | +61+0.5% | Added |
| Standard Life Aberdeen plc | 12,820 | $6.47M | 0.01% | −2,232−14.8% | Reduced |
| State of Tennessee, Treasury Department | 12,933 | $6.57M | 0.03% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 13,084 | $6.65M | 0.02% | +1,225+10.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,270 | $6.75M | 0.02% | +119+0.9% | Added |
| Hamilton Point Investment Advisors, LLC | 13,282 | $6.75M | 1.21% | +46+0.3% | Added |
| Public Employees Retirement System of Ohio | 13,441 | $6.83M | 0.02% | −465−3.3% | Reduced |
| 2Xideas AG | 13,444 | $6.83M | 1.04% | −12,087−47.3% | Reduced |
| Verition Fund Management LLC | 13,465 | $6.84M | 0.04% | −554−4.0% | Reduced |
| Carderock Capital Management Inc | 13,848 | $7.04M | 1.87% | +996+7.7% | Added |
| Commonwealth Equity Services, LLC | 14,123 | $7.18M | 0.01% | +454+3.3% | Added |
| Walleye Capital LLC | 14,166 | $7.20M | 0.08% | +1,689+13.5% | Added |
| The PNC Financial Services Group, Inc. | 14,240 | $7.24M | 0.00% | +173+1.2% | Added |
| Southernsun Asset Management, LLC | 14,263 | $7.25M | 1.05% | −2,417−14.5% | Reduced |
| Marsico Capital Management LLC | 14,415 | $7.33M | 0.25% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 14,523 | $7.38M | 1.47% | −70.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 15,020 | $7.63M | 1.81% | +1,257+9.1% | Added |
| Man Group plc | 15,223 | $7.74M | 0.02% | −2,251−12.9% | Reduced |
| United Capital Financial Advisers, LLC | 15,456 | $7.86M | 0.07% | +7,834+102.8% | Added |
| Pictet Asset Management Holding SA | 15,601 | $7.93M | 0.01% | −509−3.2% | Reduced |
| Scopus Asset Management, L.P. | 15,718 | $7.99M | 0.29% | +15,718 | New |
| Wealth Enhancement Advisory Services, LLC | 15,775 | $8.02M | 0.02% | +28+0.2% | Added |
| Nomura Asset Management Co Ltd | 15,777 | $8.02M | 0.02% | +2,115+15.5% | Added |
| Treasurer of the State of North Carolina | 15,821 | $8.04M | 0.03% | +610+4.0% | Added |
| HighTower Advisors, LLC | 15,825 | $8.04M | 0.01% | −153−1.0% | Reduced |
| Naples Global Advisors, LLC | 15,883 | $8.07M | 0.77% | −375−2.3% | Reduced |
| American Century Companies Inc | 15,908 | $8.09M | 0.00% | +299+1.9% | Added |
| Royal London Asset Management Ltd | 16,083 | $8.17M | 0.02% | +1,698+11.8% | Added |
| FineMark National Bank & Trust | 16,216 | $8.24M | 0.30% | −139−0.8% | Reduced |
| Voya Investment Management LLC | 16,218 | $8.24M | 0.01% | +3,045+23.1% | Added |
| Amalgamated Bank | 16,299 | $8.29M | 0.07% | −695−4.1% | Reduced |
| Redmond Asset Management, LLC | 16,314 | $8.29M | 2.14% | +44+0.3% | Added |
| Advisors Capital Management, LLC | 16,570 | $8.42M | 0.13% | +70+0.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 16,682 | $8.48M | 0.04% | −1,393−7.7% | Reduced |
| Tower Bridge Advisors | 16,728 | $8.50M | 0.95% | −367−2.1% | Reduced |
| BNP Paribas Arbitrage, SA | 16,757 | $8.52M | 0.01% | −1,661−9.0% | Reduced |
| DnB Asset Management AS | 16,826 | $8.55M | 0.04% | +8,198+95.0% | Added |
| Nisa Investment Advisors, LLC | 17,490 | $8.89M | 0.04% | −390−2.2% | Reduced |
| New York State Common Retirement Fund | 17,648 | $8.97M | 0.01% | −15,600−46.9% | Reduced |
| Vision Capital Management, Inc. | 17,849 | $9.07M | 1.31% | +1,128+6.7% | Added |
| Ipswich Investment Management Co., Inc. | 17,871 | $9.08M | 2.25% | +331+1.9% | Added |
| Arcadia Investment Management Corp | 17,888 | $9.09M | 1.65% | −299−1.6% | Reduced |
| Mutual of America Capital Management LLC | 17,925 | $9.11M | 0.10% | −473−2.6% | Reduced |
| Marks Group Wealth Management, Inc | 17,940 | $9.12M | 0.88% | +413+2.4% | Added |
| Achmea Investment Management B.V. | 17,949 | $9.12M | 0.13% | +3,871+27.5% | Added |
| Anchor Investment Management, LLC | 18,266 | $9.28M | 0.87% | 00.0% | Unchanged |
| DF Dent & Co Inc | 18,620 | $9.46M | 0.13% | −549−2.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 18,950 | $9.63M | 0.10% | +617+3.4% | Added |
| Buck Wealth Strategies, LLC | 19,136 | $9.73M | 1.77% | +1,686+9.7% | Added |
| Kensington Investment Counsel, LLC | 19,149 | $9.73M | 4.32% | +697+3.8% | Added |
| MetLife Investment Management | 19,338 | $9.83M | 0.05% | −293−1.5% | Reduced |
| Heartland Advisors Inc | 19,561 | $9.94M | 0.57% | −6,714−25.6% | Reduced |
| State of Wisconsin Investment Board | 19,717 | $10.0M | 0.03% | −6,092−23.6% | Reduced |
| Rockefeller Capital Management L.P. | 20,704 | $10.5M | 0.03% | +10,271+98.4% | Added |
| Truist Financial Corp | 20,858 | $10.6M | 0.02% | −985−4.5% | Reduced |
| Manufacturers Life Insurance Company, The | 21,447 | $10.9M | 0.01% | −880−3.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,630 | $11.0M | 0.11% | +18,434+576.8% | Added |
| Oppenheimer Asset Management Inc. | 22,380 | $11.4M | 0.14% | +1,606+7.7% | Added |
| Korea Investment CORP | 22,785 | $11.6M | 0.03% | +1,174+5.4% | Added |
| Ensign Peak Advisors, Inc | 22,854 | $11.6M | 0.02% | +2,951+14.8% | Added |
| Vestmark Advisory Solutions, Inc. | 23,308 | $11.8M | 0.31% | +11,668+100.2% | Added |