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 |
|---|---|---|---|---|---|
| New Age Alpha Advisors, LLC | 4,369 | $2.22M | 0.10% | −2,755−38.7% | Reduced |
| Intrepid Capital Management Inc | 4,362 | $2.22M | 1.08% | +3,626+492.7% | Added |
| Nissay Asset Management Corp | 4,351 | $2.21M | 0.01% | +55+1.3% | Added |
| CWM Advisors, LLC | 4,278 | $2.17M | 0.26% | +127+3.1% | Added |
| Bridges Investment Management Inc | 4,168 | $2.12M | 0.03% | +1,673+67.1% | Added |
| Ethic Inc. | 4,086 | $2.09M | 0.04% | +381+10.3% | Added |
| State of Alaska, Department of Revenue | 4,077 | $2.07M | 0.02% | +105+2.6% | Added |
| Gilder Gagnon Howe & Co LLC | 4,021 | $2.04M | 0.03% | −85−2.1% | Reduced |
| Old National Bancorp | 3,997 | $2.03M | 0.05% | −1,100−21.6% | Reduced |
| Trueblood Wealth Management, LLC | 3,994 | $2.03M | 0.94% | +211+5.6% | Added |
| Taylor Frigon Capital Management LLC | 3,953 | $2.01M | 1.20% | −132−3.2% | Reduced |
| Ontario Teachers Pension Plan Board | 3,948 | $2.01M | 0.03% | +1,241+45.8% | Added |
| OP Asset Management Ltd | 3,890 | $1.98M | 0.03% | +3,890 | New |
| Avanza Fonder AB | 3,788 | $1.97M | 0.06% | −125−3.2% | Reduced |
| RSM US Wealth Management LLC | 3,840 | $1.95M | 0.03% | +1,547+67.5% | Added |
| Umb Bank N A | 3,838 | $1.95M | 0.03% | +192+5.3% | Added |
| Birch Capital Management, LLC | 3,817 | $1.94M | 1.01% | −88−2.3% | Reduced |
| Lee Financial Co | 3,760 | $1.91M | 0.29% | −463−11.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,750 | $1.91M | 0.02% | +241+6.9% | Added |
| Capital Investment Advisory Services, LLC | 3,735 | $1.90M | 0.17% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,643 | $1.85M | 0.00% | −351−8.8% | Reduced |
| HRT Financial LP | 3,577 | $1.82M | 0.01% | +3,577 | New |
| Perigon Wealth Management, LLC | 3,534 | $1.80M | 0.05% | −2−0.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,558 | $1.79M | 0.33% | +3,518+8,795.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,442 | $1.75M | 0.08% | −135−3.8% | Reduced |
| MML Investors Services, LLC | 3,440 | $1.75M | 0.01% | +230+7.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,431 | $1.74M | 0.01% | −151−4.2% | Reduced |
| Quantbot Technologies LP | 3,417 | $1.74M | 0.06% | −10,191−74.9% | Reduced |
| Access Financial Services, Inc. | 3,412 | $1.73M | 0.70% | +205+6.4% | Added |
| Alpha Omega Wealth Management LLC | 3,409 | $1.73M | 0.33% | +204+6.4% | Added |
| Versor Investments LP | 3,401 | $1.73M | 0.28% | +1,201+54.6% | Added |
| Allianz Asset Management GmbH | 3,332 | $1.69M | 0.00% | +1,410+73.4% | Added |
| CoreCap Advisors, LLC | 3,326 | $1.69M | 0.07% | −31−0.9% | Reduced |
| Saturna Capital CORP | 3,263 | $1.66M | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,213 | $1.63M | 0.01% | +167+5.5% | Added |
| Swiss Life Asset Management Ltd | 3,187 | $1.62M | 0.01% | +967+43.6% | Added |
| Change Path, LLC | 3,157 | $1.60M | 0.05% | +230+7.9% | Added |
| Procyon Private Wealth Partners, LLC | 3,127 | $1.59M | 0.10% | +184+6.3% | Added |
| Chicago Trust Co NA | 3,121 | $1.59M | 0.28% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,102 | $1.58M | 0.01% | −764−19.8% | Reduced |
| J. W. Coons Advisors, LLC | 3,079 | $1.57M | 0.41% | +5+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,078 | $1.56M | 0.06% | +18+0.6% | Added |
| Two Sigma Securities, LLC | 3,077 | $1.56M | 0.24% | +1,324+75.5% | Added |
| SummitTX Capital, L.P. | 3,063 | $1.56M | 0.07% | +3,063 | New |
| Chicago Capital, LLC | 3,045 | $1.55M | 0.04% | +922+43.4% | Added |
| Portside Wealth Group, LLC | 3,044 | $1.55M | 0.25% | +138+4.7% | Added |
| Federated Hermes, Inc. | 3,037 | $1.54M | 0.00% | −65−2.1% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 3,017 | $1.53M | 0.52% | +1,368+83.0% | Added |
| Annandale Capital, LLC | 3,009 | $1.53M | 0.29% | 00.0% | Unchanged |
| Shaker Investments LLC | 2,990 | $1.52M | 0.73% | −69−2.3% | Reduced |
| Gateway Investment Advisers LLC | 2,916 | $1.48M | 0.02% | −1,116−27.7% | Reduced |
| Daiwa Securities Group Inc. | 2,900 | $1.47M | 0.01% | +100+3.6% | Added |
| Schechter Investment Advisors, LLC | 2,899 | $1.47M | 0.12% | −694−19.3% | Reduced |
| Citizens Financial Group Inc | 2,823 | $1.43M | 0.03% | −476−14.4% | Reduced |
| National Asset Management, Inc. | 2,812 | $1.43M | 0.04% | +732+35.2% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 2,812 | $1.43M | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,803 | $1.43M | 0.07% | +69+2.5% | Added |
| Two Sigma Advisers, LP | 2,800 | $1.42M | 0.00% | −400−12.5% | Reduced |
| Harvey Investment Co LLC | 2,715 | $1.38M | 0.15% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 2,713 | $1.38M | 0.06% | −13−0.5% | Reduced |
| Securian Asset Management, Inc | 2,706 | $1.38M | 0.04% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 2,695 | $1.37M | 0.02% | +1,828+210.8% | Added |
| Freemont Management S.A. | 2,700 | $1.37M | 0.54% | −300−10.0% | Reduced |
| Mirabaud Asset Management Ltd | 2,690 | $1.35M | 0.71% | −476−15.0% | Reduced |
| Eastern Bank | 2,652 | $1.35M | 0.03% | −282−9.6% | Reduced |
| Walleye Trading LLC | 2,627 | $1.34M | 0.04% | +1,807+220.4% | Added |
| Charter Oak Capital Management, LLC | 2,550 | $1.30M | 0.12% | −10.0% | Reduced |
| Knollwood Investment Advisory, LLC | 2,523 | $1.28M | 0.14% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,873 | $1.28M | 0.08% | +128+4.7% | Added |
| Canada Pension Plan Investment Board | 2,519 | $1.28M | 0.00% | +2,319+1,159.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 2,871 | $1.27M | 0.07% | +2,871 | New |
| American National Bank | 2,487 | $1.26M | 0.14% | +107+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 2,476 | $1.26M | 0.01% | +14+0.6% | Added |
| Bokf, NA | 2,474 | $1.26M | 0.02% | −6−0.2% | Reduced |
| Centennial Bank | 2,464 | $1.25M | 0.60% | −55−2.2% | Reduced |
| STRS Ohio | 2,443 | $1.24M | 0.01% | −1,041−29.9% | Reduced |
| Concurrent Investment Advisors, LLC | 2,393 | $1.22M | 0.03% | −96−3.9% | Reduced |
| Lindenwold Advisors | 2,386 | $1.21M | 0.68% | −51−2.1% | Reduced |
| Mercer Global Advisors Inc | 2,355 | $1.20M | 0.00% | −442−15.8% | Reduced |
| Beacon Pointe Advisors, LLC | 2,344 | $1.19M | 0.01% | −240−9.3% | Reduced |
| Ascent Group, LLC | 2,335 | $1.19M | 0.05% | +65+2.9% | Added |
| Norden Group LLC | 2,280 | $1.16M | 0.13% | −12−0.5% | Reduced |
| Crawford Investment Counsel Inc | 2,264 | $1.15M | 0.02% | +10.0% | Added |
| CIBC Asset Management Inc | 2,245 | $1.14M | 0.00% | +75+3.5% | Added |
| United Services Automobile Association | 2,244 | $1.13M | 0.03% | +2,244 | New |
| Stock Yards Bank & Trust Co | 2,212 | $1.12M | 0.04% | +3+0.1% | Added |
| Cox Capital Mgt LLC | 2,200 | $1.12M | 0.82% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 2,192 | $1.11M | 0.09% | +6+0.3% | Added |
| SlateStone Wealth, LLC | 2,187 | $1.11M | 0.11% | +98+4.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,178 | $1.11M | 0.03% | −9,354−81.1% | Reduced |
| Janus Henderson Group PLC | 2,168 | $1.09M | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 2,115 | $1.08M | 0.10% | −5,976−73.9% | Reduced |
| Occudo Quantitative Strategies LP | 2,135 | $1.07M | 0.14% | +2,135 | New |
| Capital Analysts, LLC | 2,090 | $1.06M | 0.04% | −38−1.8% | Reduced |
| Quadrant Capital Group LLC | 2,084 | $1.06M | 0.04% | +1,566+302.3% | Added |
| Crossmark Global Holdings, Inc. | 2,059 | $1.05M | 0.02% | −271−11.6% | Reduced |
| Mackenzie Financial Corp | 2,053 | $1.04M | 0.00% | −3,105−60.2% | Reduced |
| Graham Capital Management, L.P. | 2,000 | $1.02M | 0.03% | −1,700−45.9% | Reduced |
| Massachusetts Financial Services Co | 1,983 | $1.01M | 0.00% | −505−20.3% | Reduced |
| Tounjian Advisory Partners, LLC | 1,980 | $1.01M | 0.19% | +1,980 | New |