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 |
|---|---|---|---|---|---|
| Washington Trust Co | 38,166 | $19.4M | 0.74% | −833−2.1% | Reduced |
| Storebrand Asset Management AS | 38,097 | $19.4M | 0.06% | −370−1.0% | Reduced |
| Renaissance Technologies LLC | 38,000 | $19.3M | 0.03% | −24,400−39.1% | Reduced |
| DekaBank Deutsche Girozentrale | 38,830 | $19.1M | 0.04% | −39−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 36,143 | $18.4M | 0.04% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 35,411 | $18.0M | 0.04% | −1,700−4.6% | Reduced |
| Pembroke Management, LTD | 35,161 | $17.9M | 2.61% | −24,080−40.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 34,228 | $17.4M | 0.16% | +10.0% | Added |
| Comerica Bank | 34,204 | $17.4M | 0.07% | +3,340+10.8% | Added |
| Danske Bank A/S | 34,184 | $17.4M | 0.05% | +15,591+83.9% | Added |
| Thrivent Financial for Lutherans | 34,124 | $17.3M | 0.04% | −29−0.1% | Reduced |
| Jane Street Group, LLC | 33,962 | $17.3M | 0.03% | +25,258+290.2% | Added |
| Covington Investment Advisors Inc. | 32,220 | $16.4M | 2.55% | +235+0.7% | Added |
| Wendell David Associates Inc | 32,088 | $16.3M | 1.63% | −129−0.4% | Reduced |
| Running Oak Capital LLC | 31,815 | $16.2M | 1.95% | +3,156+11.0% | Added |
| Carnegie Capital Asset Management, LLC | 33,771 | $16.0M | 0.38% | −263−0.8% | Reduced |
| AQR Capital Management LLC | 32,217 | $15.8M | 0.02% | +7,050+28.0% | Added |
| Schonfeld Strategic Advisors LLC | 30,398 | $15.5M | 0.10% | −2,771−8.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 33,797 | $15.1M | 0.15% | −790−2.3% | Reduced |
| BLI - Banque de Luxembourg Investments | 30,000 | $15.0M | 0.46% | +1,500+5.3% | Added |
| William Blair Investment Management, LLC | 28,837 | $14.7M | 0.04% | −23,627−45.0% | Reduced |
| LPL Financial LLC | 28,338 | $14.4M | 0.01% | +781+2.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,570 | $14.3M | 0.06% | +3,391+13.5% | Added |
| LGT Group Foundation | 27,847 | $14.2M | 0.20% | −99−0.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27,392 | $13.9M | 0.01% | +2,484+10.0% | Added |
| Vantage Investment Partners, LLC | 27,336 | $13.9M | 1.17% | +1,131+4.3% | Added |
| Public Employees Retirement Association of Colorado | 27,011 | $13.7M | 0.06% | +5,000+22.7% | Added |
| Motley Fool Wealth Management, LLC | 25,800 | $13.1M | 0.78% | −4,136−13.8% | Reduced |
| Amundi | 26,348 | $13.0M | 0.00% | +1,313+5.2% | Added |
| Dudley & Shanley, Inc. | 25,428 | $12.9M | 2.04% | +25+0.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 25,110 | $12.8M | 0.01% | −2,679−9.6% | Reduced |
| TownSquare Capital, LLC | 25,071 | $12.7M | 0.14% | +859+3.5% | Added |
| Patrick Mauro Investment Advisor, INC. | 25,057 | $12.7M | 6.96% | −437−1.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 24,755 | $12.6M | 0.03% | +24,755 | New |
| AE Wealth Management LLC | 24,506 | $12.5M | 0.10% | −425−1.7% | Reduced |
| Millennium Management LLC | 24,487 | $12.4M | 0.01% | +23,550+2,513.3% | Added |
| Crown Oak Advisors, LLC | 24,371 | $12.4M | 6.26% | +250+1.0% | Added |
| Stratos Wealth Partners, LTD. | 24,004 | $12.2M | 0.19% | +885+3.8% | Added |
| Victory Capital Management Inc | 23,936 | $12.2M | 0.01% | −2,824−10.6% | Reduced |
| HSBC Holdings PLC | 23,598 | $11.9M | 0.01% | −8,320−26.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 23,308 | $11.8M | 0.31% | +11,668+100.2% | Added |
| Ensign Peak Advisors, Inc | 22,854 | $11.6M | 0.02% | +2,951+14.8% | Added |
| Korea Investment CORP | 22,785 | $11.6M | 0.03% | +1,174+5.4% | Added |
| Oppenheimer Asset Management Inc. | 22,380 | $11.4M | 0.14% | +1,606+7.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,630 | $11.0M | 0.11% | +18,434+576.8% | Added |
| Manufacturers Life Insurance Company, The | 21,447 | $10.9M | 0.01% | −880−3.9% | Reduced |
| Truist Financial Corp | 20,858 | $10.6M | 0.02% | −985−4.5% | Reduced |
| Rockefeller Capital Management L.P. | 20,704 | $10.5M | 0.03% | +10,271+98.4% | Added |
| State of Wisconsin Investment Board | 19,717 | $10.0M | 0.03% | −6,092−23.6% | Reduced |
| Heartland Advisors Inc | 19,561 | $9.94M | 0.57% | −6,714−25.6% | Reduced |
| MetLife Investment Management | 19,338 | $9.83M | 0.05% | −293−1.5% | Reduced |
| Kensington Investment Counsel, LLC | 19,149 | $9.73M | 4.32% | +697+3.8% | Added |
| Buck Wealth Strategies, LLC | 19,136 | $9.73M | 1.77% | +1,686+9.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 18,950 | $9.63M | 0.10% | +617+3.4% | Added |
| DF Dent & Co Inc | 18,620 | $9.46M | 0.13% | −549−2.9% | Reduced |
| Anchor Investment Management, LLC | 18,266 | $9.28M | 0.87% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 17,949 | $9.12M | 0.13% | +3,871+27.5% | Added |
| Marks Group Wealth Management, Inc | 17,940 | $9.12M | 0.88% | +413+2.4% | Added |
| Mutual of America Capital Management LLC | 17,925 | $9.11M | 0.10% | −473−2.6% | Reduced |
| Arcadia Investment Management Corp | 17,888 | $9.09M | 1.65% | −299−1.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,871 | $9.08M | 2.25% | +331+1.9% | Added |
| Vision Capital Management, Inc. | 17,849 | $9.07M | 1.31% | +1,128+6.7% | Added |
| New York State Common Retirement Fund | 17,648 | $8.97M | 0.01% | −15,600−46.9% | Reduced |
| Nisa Investment Advisors, LLC | 17,490 | $8.89M | 0.04% | −390−2.2% | Reduced |
| DnB Asset Management AS | 16,826 | $8.55M | 0.04% | +8,198+95.0% | Added |
| BNP Paribas Arbitrage, SA | 16,757 | $8.52M | 0.01% | −1,661−9.0% | Reduced |
| Tower Bridge Advisors | 16,728 | $8.50M | 0.95% | −367−2.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 16,682 | $8.48M | 0.04% | −1,393−7.7% | Reduced |
| Advisors Capital Management, LLC | 16,570 | $8.42M | 0.13% | +70+0.4% | Added |
| Redmond Asset Management, LLC | 16,314 | $8.29M | 2.14% | +44+0.3% | Added |
| Amalgamated Bank | 16,299 | $8.29M | 0.07% | −695−4.1% | Reduced |
| Voya Investment Management LLC | 16,218 | $8.24M | 0.01% | +3,045+23.1% | Added |
| FineMark National Bank & Trust | 16,216 | $8.24M | 0.30% | −139−0.8% | Reduced |
| Royal London Asset Management Ltd | 16,083 | $8.17M | 0.02% | +1,698+11.8% | Added |
| American Century Companies Inc | 15,908 | $8.09M | 0.00% | +299+1.9% | Added |
| Naples Global Advisors, LLC | 15,883 | $8.07M | 0.77% | −375−2.3% | Reduced |
| HighTower Advisors, LLC | 15,825 | $8.04M | 0.01% | −153−1.0% | Reduced |
| Treasurer of the State of North Carolina | 15,821 | $8.04M | 0.03% | +610+4.0% | Added |
| Nomura Asset Management Co Ltd | 15,777 | $8.02M | 0.02% | +2,115+15.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,775 | $8.02M | 0.02% | +28+0.2% | Added |
| Scopus Asset Management, L.P. | 15,718 | $7.99M | 0.29% | +15,718 | New |
| Pictet Asset Management Holding SA | 15,601 | $7.93M | 0.01% | −509−3.2% | Reduced |
| United Capital Financial Advisers, LLC | 15,456 | $7.86M | 0.07% | +7,834+102.8% | Added |
| Man Group plc | 15,223 | $7.74M | 0.02% | −2,251−12.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 15,020 | $7.63M | 1.81% | +1,257+9.1% | Added |
| Princeton Global Asset Management LLC | 14,523 | $7.38M | 1.47% | −70.0% | Reduced |
| Marsico Capital Management LLC | 14,415 | $7.33M | 0.25% | 00.0% | Unchanged |
| Southernsun Asset Management, LLC | 14,263 | $7.25M | 1.05% | −2,417−14.5% | Reduced |
| The PNC Financial Services Group, Inc. | 14,240 | $7.24M | 0.00% | +173+1.2% | Added |
| Walleye Capital LLC | 14,166 | $7.20M | 0.08% | +1,689+13.5% | Added |
| Commonwealth Equity Services, LLC | 14,123 | $7.18M | 0.01% | +454+3.3% | Added |
| Carderock Capital Management Inc | 13,848 | $7.04M | 1.87% | +996+7.7% | Added |
| Verition Fund Management LLC | 13,465 | $6.84M | 0.04% | −554−4.0% | Reduced |
| 2Xideas AG | 13,444 | $6.83M | 1.04% | −12,087−47.3% | Reduced |
| Public Employees Retirement System of Ohio | 13,441 | $6.83M | 0.02% | −465−3.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 13,282 | $6.75M | 1.21% | +46+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,270 | $6.75M | 0.02% | +119+0.9% | Added |
| Asset Management One Co.,Ltd. | 13,084 | $6.65M | 0.02% | +1,225+10.3% | Added |
| State of Tennessee, Treasury Department | 12,933 | $6.57M | 0.03% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 12,820 | $6.47M | 0.01% | −2,232−14.8% | Reduced |