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 |
|---|---|---|---|---|---|
| Police & Firemen's Retirement System of New Jersey | 12,483 | $6.35M | 0.06% | +61+0.5% | Added |
| Yousif Capital Management, LLC | 12,350 | $6.28M | 0.07% | −270−2.1% | Reduced |
| Fiduciary Trust Co | 12,314 | $6.26M | 0.08% | +2,950+31.5% | Added |
| Mn Services Vermogensbeheer B.V. | 12,300 | $6.25M | 0.05% | −1,300−9.6% | Reduced |
| KLP Kapitalforvaltning AS | 12,200 | $6.20M | 0.03% | +400+3.4% | Added |
| US Bancorp | 11,904 | $6.05M | 0.01% | −230−1.9% | Reduced |
| NewEdge Wealth, LLC | 11,863 | $6.03M | 0.11% | +28+0.2% | Added |
| Bank of Montreal | 11,752 | $5.97M | 0.00% | +128+1.1% | Added |
| Spectrum Wealth Counsel, LLC | 11,614 | $5.90M | 0.71% | +31+0.3% | Added |
| Resona Asset Management Co.,Ltd. | 11,566 | $5.87M | 0.03% | +309+2.7% | Added |
| State of New Jersey Common Pension Fund D | 11,406 | $5.80M | 0.03% | −1,191−9.5% | Reduced |
| Nicholas Company, Inc. | 11,373 | $5.78M | 0.10% | +11,373 | New |
| Buckhead Capital Management LLC | 11,138 | $5.66M | 1.82% | +88+0.8% | Added |
| Alerus Financial NA | 11,021 | $5.60M | 0.45% | +344+3.2% | Added |
| Pathstone Holdings, LLC | 10,953 | $5.57M | 0.02% | +593+5.7% | Added |
| Prosperity Consulting Group, LLC | 10,623 | $5.40M | 0.42% | −477−4.3% | Reduced |
| CIBC Private Wealth Group, LLC | 11,333 | $5.25M | 0.01% | +132+1.2% | Added |
| Guggenheim Capital LLC | 10,272 | $5.22M | 0.05% | −1,781−14.8% | Reduced |
| D. E. Shaw & Co., Inc. | 10,190 | $5.18M | 0.01% | +2,440+31.5% | Added |
| Oppenheimer & Co Inc | 10,094 | $5.13M | 0.08% | +783+8.4% | Added |
| Arizona State Retirement System | 10,073 | $5.12M | 0.03% | −31−0.3% | Reduced |
| Monte Financial Group, LLC | 10,039 | $5.09M | 2.23% | +77+0.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,948 | $4.98M | 0.05% | +532+5.6% | Added |
| Louisiana State Employees Retirement System | 9,800 | $4.98M | 0.10% | +100+1.0% | Added |
| D.A. Davidson & Co. | 9,638 | $4.90M | 0.04% | +499+5.5% | Added |
| K.J. Harrison & Partners Inc | 9,560 | $4.86M | 0.95% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,270 | $4.71M | 0.01% | +9,270 | New |
| Voloridge Investment Management, LLC | 9,209 | $4.68M | 0.02% | −367−3.8% | Reduced |
| Alliance Wealth Advisors, LLC | 9,073 | $4.61M | 1.20% | +117+1.3% | Added |
| Quantinno Capital Management LP | 9,007 | $4.58M | 0.03% | +2,449+37.3% | Added |
| Cerity Partners LLC | 8,683 | $4.41M | 0.01% | +103+1.2% | Added |
| Atria Investments LLC | 8,652 | $4.40M | 0.06% | +362+4.4% | Added |
| Intech Investment Management LLC | 8,625 | $4.38M | 0.05% | −2,040−19.1% | Reduced |
| Colony Group, LLC | 8,524 | $4.33M | 0.01% | +702+9.0% | Added |
| Cetera Investment Advisers | 8,432 | $4.29M | 0.01% | +503+6.3% | Added |
| State of Michigan Retirement System | 8,383 | $4.26M | 0.02% | +100+1.2% | Added |
| CIBC World Markets Inc. | 8,372 | $4.26M | 0.01% | +955+12.9% | Added |
| Dark Forest Capital Management LP | 8,333 | $4.24M | 0.19% | +7,510+912.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,326 | $4.23M | 0.02% | +634+8.2% | Added |
| Illinois Municipal Retirement Fund | 8,214 | $4.18M | 0.06% | 00.0% | Unchanged |
| Middleton & Co Inc | 7,980 | $4.06M | 0.47% | −297−3.6% | Reduced |
| Prospect Capital Advisors, LLC | 7,780 | $3.95M | 2.71% | −1,855−19.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,745 | $3.94M | 0.06% | +4+0.1% | Added |
| Jump Financial, LLC | 7,743 | $3.94M | 0.06% | +3,071+65.7% | Added |
| Brown Advisory Inc | 7,722 | $3.93M | 0.01% | +4,355+129.3% | Added |
| Sanctuary Advisors, LLC | 7,419 | $3.77M | 0.03% | −607−7.6% | Reduced |
| Brevan Howard Capital Management LP | 7,414 | $3.77M | 0.11% | −189−2.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 7,346 | $3.73M | 0.02% | −203−2.7% | Reduced |
| Cresset Asset Management, LLC | 7,302 | $3.71M | 0.02% | +111+1.5% | Added |
| Advisor Group Holdings, Inc. | 7,187 | $3.66M | 0.01% | +507+7.6% | Added |
| Algert Global LLC | 7,130 | $3.62M | 0.09% | +7,130 | New |
| New Mexico Educational Retirement Board | 7,118 | $3.62M | 0.13% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,075 | $3.60M | 0.07% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 7,000 | $3.56M | 0.03% | −300−4.1% | Reduced |
| Centaurus Financial, Inc. | 6,959 | $3.54M | 0.21% | +536+8.3% | 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 |
| Creative Planning | 6,907 | $3.51M | 0.00% | +1,297+23.1% | Added |
| Applied Capital LLC | 6,897 | $3.51M | 2.82% | −6−0.1% | Reduced |
| Freedom Day Solutions, LLC | 6,894 | $3.50M | 1.07% | −407−5.6% | Reduced |
| Ameritas Investment Partners, Inc. | 6,853 | $3.48M | 0.12% | −123−1.8% | Reduced |
| Appleton Partners Inc | 6,802 | $3.46M | 0.27% | +89+1.3% | Added |
| IFM Investors Pty Ltd | 6,688 | $3.40M | 0.04% | −255−3.7% | Reduced |
| TD Asset Management Inc | 6,675 | $3.39M | 0.00% | +165+2.5% | Added |
| British Columbia Investment Management Corp | 6,662 | $3.39M | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 6,598 | $3.35M | 0.02% | −139−2.1% | Reduced |
| Van Eck Associates Corp | 6,404 | $3.25M | 0.00% | +119+1.9% | Added |
| WCM Investment Management, LLC | 6,398 | $3.21M | 0.01% | +207+3.3% | Added |
| Hunter Associates Investment Management LLC | 6,240 | $3.17M | 0.49% | −165−2.6% | Reduced |
| Advisors Asset Management, Inc. | 6,196 | $3.15M | 0.06% | −4,120−39.9% | Reduced |
| Argent Trust Co | 6,083 | $3.09M | 0.13% | +280+4.8% | Added |
| GHP Investment Advisors, Inc. | 6,082 | $3.09M | 0.15% | −927−13.2% | Reduced |
| Xponance, Inc. | 5,985 | $3.04M | 0.03% | +72+1.2% | Added |
| Holocene Advisors, LP | 5,979 | $3.04M | 0.01% | −5,204−46.5% | Reduced |
| Empowered Funds, LLC | 5,927 | $3.01M | 0.04% | +232+4.1% | Added |
| TrimTabs Asset Management, LLC | 5,911 | $3.00M | 0.47% | −137−2.3% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 5,882 | $2.99M | 0.15% | −37−0.6% | Reduced |
| Trexquant Investment LP | 5,868 | $2.98M | 0.03% | +5,868 | New |
| Credit Agricole S A | 5,820 | $2.96M | 0.01% | +1,465+33.6% | Added |
| Generali Asset Management SPA SGR | 5,787 | $2.94M | 0.07% | +5,787 | New |
| Utah Retirement Systems | 5,728 | $2.91M | 0.03% | −41−0.7% | Reduced |
| Mariner, LLC | 5,715 | $2.90M | 0.00% | +66+1.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,443 | $2.77M | 0.15% | −7−0.1% | Reduced |
| Level Four Advisory Services, LLC | 5,385 | $2.74M | 0.11% | +209+4.0% | Added |
| River Road Asset Management, LLC | 5,361 | $2.72M | 0.04% | −448−7.7% | Reduced |
| Coldstream Capital Management Inc | 5,353 | $2.72M | 0.06% | −374−6.5% | Reduced |
| Univest Financial Corp | 5,334 | $2.71M | 0.18% | +406+8.2% | Added |
| Toronto Dominion Bank | 5,240 | $2.66M | 0.01% | +688+15.1% | Added |
| Teacher Retirement System of Texas | 5,092 | $2.59M | 0.01% | +5,092 | New |
| EverSource Wealth Advisors, LLC | 5,067 | $2.58M | 0.14% | +567+12.6% | Added |
| Barbara Oil Co. | 5,000 | $2.54M | 1.03% | 00.0% | Unchanged |
| Crown Advisors Management, Inc. | 5,000 | $2.54M | 2.24% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 4,909 | $2.50M | 0.02% | +327+7.1% | Added |
| Schroder Investment Management Group | 4,967 | $2.49M | 0.00% | −206−4.0% | Reduced |
| TD Private Client Wealth LLC | 4,842 | $2.46M | 0.07% | −140−2.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 4,819 | $2.45M | 0.03% | −900−15.7% | Reduced |
| KBC Group NV | 4,668 | $2.37M | 0.01% | −1,577−25.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,551 | $2.31M | 0.02% | +750+19.7% | Added |
| RFG Advisory, LLC | 4,518 | $2.30M | 0.06% | +625+16.1% | Added |
| JustInvest LLC | 4,403 | $2.24M | 0.03% | +563+14.7% | Added |