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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 23,598 | $11.9M | 0.01% | −8,320−26.1% | Reduced |
| Victory Capital Management Inc | 23,936 | $12.2M | 0.01% | −2,824−10.6% | Reduced |
| Stratos Wealth Partners, LTD. | 24,004 | $12.2M | 0.19% | +885+3.8% | Added |
| Crown Oak Advisors, LLC | 24,371 | $12.4M | 6.26% | +250+1.0% | Added |
| Millennium Management LLC | 24,487 | $12.4M | 0.01% | +23,550+2,513.3% | Added |
| AE Wealth Management LLC | 24,506 | $12.5M | 0.10% | −425−1.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 24,755 | $12.6M | 0.03% | +24,755 | New |
| Patrick Mauro Investment Advisor, INC. | 25,057 | $12.7M | 6.96% | −437−1.7% | Reduced |
| TownSquare Capital, LLC | 25,071 | $12.7M | 0.14% | +859+3.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 25,110 | $12.8M | 0.01% | −2,679−9.6% | Reduced |
| Dudley & Shanley, Inc. | 25,428 | $12.9M | 2.04% | +25+0.1% | Added |
| Amundi | 26,348 | $13.0M | 0.00% | +1,313+5.2% | Added |
| Motley Fool Wealth Management, LLC | 25,800 | $13.1M | 0.78% | −4,136−13.8% | Reduced |
| Public Employees Retirement Association of Colorado | 27,011 | $13.7M | 0.06% | +5,000+22.7% | Added |
| Vantage Investment Partners, LLC | 27,336 | $13.9M | 1.17% | +1,131+4.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27,392 | $13.9M | 0.01% | +2,484+10.0% | Added |
| LGT Group Foundation | 27,847 | $14.2M | 0.20% | −99−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 28,570 | $14.3M | 0.06% | +3,391+13.5% | Added |
| LPL Financial LLC | 28,338 | $14.4M | 0.01% | +781+2.8% | Added |
| William Blair Investment Management, LLC | 28,837 | $14.7M | 0.04% | −23,627−45.0% | Reduced |
| BLI - Banque de Luxembourg Investments | 30,000 | $15.0M | 0.46% | +1,500+5.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 33,797 | $15.1M | 0.15% | −790−2.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 30,398 | $15.5M | 0.10% | −2,771−8.4% | Reduced |
| AQR Capital Management LLC | 32,217 | $15.8M | 0.02% | +7,050+28.0% | Added |
| Carnegie Capital Asset Management, LLC | 33,771 | $16.0M | 0.38% | −263−0.8% | Reduced |
| Running Oak Capital LLC | 31,815 | $16.2M | 1.95% | +3,156+11.0% | Added |
| Wendell David Associates Inc | 32,088 | $16.3M | 1.63% | −129−0.4% | Reduced |
| Covington Investment Advisors Inc. | 32,220 | $16.4M | 2.55% | +235+0.7% | Added |
| Jane Street Group, LLC | 33,962 | $17.3M | 0.03% | +25,258+290.2% | Added |
| Thrivent Financial for Lutherans | 34,124 | $17.3M | 0.04% | −29−0.1% | Reduced |
| Danske Bank A/S | 34,184 | $17.4M | 0.05% | +15,591+83.9% | Added |
| Comerica Bank | 34,204 | $17.4M | 0.07% | +3,340+10.8% | Added |
| Teachers Retirement System of the State of Kentucky | 34,228 | $17.4M | 0.16% | +10.0% | Added |
| Pembroke Management, LTD | 35,161 | $17.9M | 2.61% | −24,080−40.6% | Reduced |
| New York State Teachers Retirement System | 35,411 | $18.0M | 0.04% | −1,700−4.6% | Reduced |
| State Board of Administration of Florida Retirement System | 36,143 | $18.4M | 0.04% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 38,830 | $19.1M | 0.04% | −39−0.1% | Reduced |
| Renaissance Technologies LLC | 38,000 | $19.3M | 0.03% | −24,400−39.1% | Reduced |
| Storebrand Asset Management AS | 38,097 | $19.4M | 0.06% | −370−1.0% | Reduced |
| Washington Trust Co | 38,166 | $19.4M | 0.74% | −833−2.1% | Reduced |
| LaFleur & Godfrey LLC | 38,256 | $19.4M | 2.64% | −378−1.0% | Reduced |
| Corebridge Financial, Inc. | 38,469 | $19.6M | 0.11% | −940−2.4% | Reduced |
| AXA S.A. | 38,781 | $19.7M | 0.06% | +3,900+11.2% | Added |
| Grace & White Inc | 39,130 | $19.9M | 3.80% | −70−0.2% | Reduced |
| Ameriprise Financial Inc | 39,281 | $20.0M | 0.01% | +1,990+5.3% | Added |
| Bath Savings Trust Co | 39,314 | $20.0M | 2.07% | −215−0.5% | Reduced |
| Russell Investments Group, Ltd. | 40,734 | $20.7M | 0.03% | +23,879+141.7% | Added |
| Gotham Asset Management, LLC | 42,056 | $21.4M | 0.18% | +14,980+55.3% | Added |
| Bradley Foster & Sargent Inc | 43,460 | $22.1M | 0.38% | −3,440−7.3% | Reduced |
| Motley Fool Asset Management LLC | 45,175 | $23.0M | 1.29% | −8,031−15.1% | Reduced |
| SEI Investments Co | 47,374 | $24.1M | 0.03% | +778+1.7% | Added |
| Jennison Associates LLC | 48,877 | $24.8M | 0.02% | −29,463−37.6% | Reduced |
| Alliancebernstein L.P. | 48,992 | $24.9M | 0.01% | −890−1.8% | Reduced |
| Citigroup Inc | 49,197 | $25.0M | 0.02% | −3,353−6.4% | Reduced |
| Price T Rowe Associates Inc | 50,588 | $25.7M | 0.00% | −37,846−42.8% | Reduced |
| California State Teachers Retirement System | 51,831 | $26.3M | 0.03% | +234+0.5% | Added |
| Franklin Resources Inc | 53,071 | $27.0M | 0.01% | +3,155+6.3% | Added |
| Worldquant Millennium Advisors LLC | 53,280 | $27.1M | 0.17% | +34,270+180.3% | Added |
| T. Rowe Price Investment Management, Inc. | 53,643 | $27.3M | 0.02% | −767−1.4% | Reduced |
| Nordea Investment Management AB | 54,617 | $27.3M | 0.03% | +7,978+17.1% | Added |
| Macquarie Group Ltd | 53,707 | $27.3M | 0.03% | −8,980−14.3% | Reduced |
| Retirement Systems of Alabama | 54,538 | $27.7M | 0.11% | +40+0.1% | Added |
| California Public Employees Retirement System | 54,616 | $27.8M | 0.02% | −2,109−3.7% | Reduced |
| Deutsche Bank AG | 55,391 | $28.2M | 0.01% | +421+0.8% | Added |
| EULAV Asset Management | 55,900 | $28.4M | 0.70% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 58,405 | $29.7M | 0.63% | +225+0.4% | Added |
| Capital Advisors Inc | 59,909 | $30.5M | 0.61% | +621+1.0% | Added |
| Allspring Global Investments Holdings, LLC | 60,575 | $31.0M | 0.05% | −20,148−25.0% | Reduced |
| TimesSquare Capital Management, LLC | 63,075 | $32.1M | 0.52% | −27,265−30.2% | Reduced |
| Great West Life Assurance Co | 65,447 | $33.3M | 0.06% | −1,807−2.7% | Reduced |
| Schwartz Investment Counsel Inc | 66,000 | $33.5M | 1.15% | +5,000+8.2% | Added |
| Geneva Capital Management LLC | 66,056 | $33.6M | 0.63% | +2,997+4.8% | Added |
| Baskin Financial Services Inc. | 67,541 | $34.3M | 2.79% | −136−0.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 68,220 | $34.7M | 0.02% | −417−0.6% | Reduced |
| RMB Capital Management, LLC | 76,139 | $38.7M | 0.95% | −2,422−3.1% | Reduced |
| Dearborn Partners LLC | 77,608 | $39.4M | 1.89% | −16,877−17.9% | Reduced |
| Marshall Wace, LLP | 78,915 | $40.1M | 0.05% | +61,115+343.3% | Added |
| Nuveen, LLC | 81,089 | $41.2M | 0.01% | +81,089 | New |
| Anchor Capital Advisors LLC | 81,708 | $41.5M | 1.24% | −3,547−4.2% | Reduced |
| Principal Financial Group Inc | 85,964 | $43.7M | 0.02% | +1,199+1.4% | Added |
| Natixis Advisors, L.P. | 86,910 | $44.2M | 0.08% | −2,022−2.3% | Reduced |
| Wilkinson Global Asset Management LLC | 87,168 | $44.3M | 2.77% | +400.0% | Added |
| Swiss National Bank | 98,244 | $49.9M | 0.04% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 100,035 | $50.1M | 1.87% | +350.0% | Added |
| Stifel Financial Corp | 101,696 | $51.7M | 0.05% | −1,733−1.7% | Reduced |
| Riverbridge Partners LLC | 103,523 | $52.6M | 0.84% | −9,949−8.8% | Reduced |
| Conestoga Capital Advisors, LLC | 105,192 | $53.5M | 0.81% | +7,360+7.5% | Added |
| Rhumbline Advisers | 105,845 | $53.8M | 0.05% | −546−0.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 107,290 | $54.5M | 0.22% | +107,290 | New |
| Legal & General Group Plc | 107,767 | $54.8M | 0.01% | −158−0.1% | Reduced |
| Baird Financial Group, Inc. | 107,925 | $54.9M | 0.11% | −2,596−2.3% | Reduced |
| Invesco Ltd. | 109,733 | $55.8M | 0.01% | −78,747−41.8% | Reduced |
| Kames Capital plc | 112,565 | $57.0M | 0.83% | −26,592−19.1% | Reduced |
| GW&K Investment Management, LLC | 114,713 | $58.3M | 0.54% | +526+0.5% | Added |
| Howland Capital Management LLC | 114,824 | $58.4M | 2.60% | −4,069−3.4% | Reduced |
| First Trust Advisors LP | 115,313 | $58.6M | 0.05% | −6,876−5.6% | Reduced |
| Handelsbanken Fonder AB | 123,458 | $62.8M | 0.26% | +1,000+0.8% | Added |
| Benjamin Edwards Inc | 126,107 | $64.1M | 0.90% | +17,341+15.9% | Added |
| King Luther Capital Management Corp | 130,494 | $66.3M | 0.31% | +3,619+2.9% | Added |
| UBS Group AG | 138,419 | $70.4M | 0.02% | +149+0.1% | Added |