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 |
|---|---|---|---|---|---|
| Wealth Alliance | 1,976 | $1.00M | 0.12% | +12+0.6% | Added |
| Jones Financial Companies LLLP | 1,993 | $1.00M | 0.00% | +815+69.2% | Added |
| Commerce Bank | 1,967 | $999.8K | 0.01% | +14+0.7% | Added |
| Allstate Corp | 1,937 | $984.6K | 0.03% | +927+91.8% | Added |
| Parsons Capital Management Inc | 1,931 | $981.5K | 0.05% | −42−2.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,925 | $978.5K | 0.04% | −24−1.2% | Reduced |
| Sterling Capital Management LLC | 1,922 | $977.0K | 0.02% | −128−6.2% | Reduced |
| Elevated Capital Advisors, LLC | 1,918 | $974.7K | 0.27% | +97+5.3% | Added |
| Gulf International Bank (UK) Ltd | 1,914 | $972.0K | 0.03% | −703−26.9% | Reduced |
| Oak Ridge Investments LLC | 1,903 | $967.3K | 0.08% | −36−1.9% | Reduced |
| Vident Advisory, LLC | 1,892 | $961.8K | 0.01% | +397+26.6% | Added |
| Cranbrook Wealth Management, LLC | 1,884 | $957.6K | 0.22% | −30−1.6% | Reduced |
| LVW Advisors, LLC | 1,823 | $926.6K | 0.11% | −91−4.8% | Reduced |
| Aquatic Capital Management LLC | 1,820 | $925.1K | 0.02% | −3,667−66.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,807 | $918.8K | 0.00% | +724+66.9% | Added |
| Atomi Financial Group, Inc. | 1,722 | $875.3K | 0.04% | +157+10.0% | Added |
| Jain Global LLC | 1,721 | $874.8K | 0.02% | −296−14.7% | Reduced |
| Adviser Investments LLC | 1,679 | $853.4K | 0.01% | 00.0% | Unchanged |
| David Loasby | 1,705 | $851.2K | 0.08% | +25+1.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,658 | $843.0K | 0.01% | −407−19.7% | Reduced |
| M&G Plc | 1,643 | $834.6K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,616 | $821.4K | 0.02% | −230−12.5% | Reduced |
| Farther Finance Advisors, LLC | 1,605 | $821.3K | 0.02% | +117+7.9% | Added |
| Regents Gate Capital LLP | 1,605 | $815.8K | 0.35% | −16,282−91.0% | Reduced |
| Atria Wealth Solutions, Inc. | 1,603 | $815.1K | 0.01% | −4−0.2% | Reduced |
| Harvest Investment Services, LLC | 1,589 | $807.7K | 0.23% | +1,589 | New |
| CIBC World Markets Corp | 1,585 | $805.7K | 0.01% | +11+0.7% | Added |
| Andra AP-fonden | 1,580 | $803.1K | 0.01% | +1,580 | New |
| Endeavor Private Wealth, Inc. | 1,568 | $797.5K | 0.43% | +1,255+401.0% | Added |
| Moody Lynn & Lieberson, LLC | 1,551 | $788.4K | 0.05% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,530 | $777.7K | 0.15% | −52−3.3% | Reduced |
| Perfromance Wealth Partners, LLC | 1,527 | $776.2K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,511 | $768.1K | 0.01% | +41+2.8% | Added |
| Webster Bank, N. A. | 1,493 | $758.9K | 0.08% | −75−4.8% | Reduced |
| Donaldson Capital Management, LLC | 1,491 | $757.9K | 0.03% | +88+6.3% | Added |
| ProShare Advisors LLC | 1,484 | $754.3K | 0.00% | −145−8.9% | Reduced |
| Baker Avenue Asset Management, LP | 1,483 | $753.8K | 0.02% | +245+19.8% | Added |
| Impact Capital Partners LLC | 1,475 | $749.7K | 0.27% | +2+0.1% | Added |
| Roundview Capital LLC | 1,447 | $735.5K | 0.05% | +165+12.9% | Added |
| Kestra Advisory Services, LLC | 1,445 | $734.5K | 0.00% | −168−10.4% | Reduced |
| Davidson Kahn Capital Management, LLC | 1,436 | $730.0K | 0.56% | +875+156.0% | Added |
| Vestcor Inc | 1,428 | $726.0K | 0.02% | −968−40.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,424 | $723.8K | 0.11% | +13+0.9% | Added |
| Trust Point Inc. | 1,422 | $722.8K | 0.07% | −171−10.7% | Reduced |
| Mayflower Financial Advisors, LLC | 1,422 | $722.8K | 0.11% | −81−5.4% | Reduced |
| Kestra Private Wealth Services, LLC | 1,421 | $722.3K | 0.01% | +84+6.3% | Added |
| Advocate Group LLC | 1,384 | $703.5K | 0.13% | 00.0% | Unchanged |
| M&T Bank Corp | 1,381 | $701.6K | 0.00% | −305−18.1% | Reduced |
| Parallel Advisors, LLC | 1,374 | $698.5K | 0.02% | −1−0.1% | Reduced |
| Tredje AP-fonden | 1,364 | $693.3K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,362 | $692.3K | 0.30% | +1,127+479.6% | Added |
| Ci Investments Inc. | 1,354 | $688.0K | 0.00% | +121+9.8% | Added |
| Sumitomo Life Insurance Co | 1,353 | $687.7K | 0.02% | +1,353 | New |
| LGT Fund Management Co Ltd. | 1,350 | $686.2K | 0.06% | +1,350 | New |
| Shell Asset Management Co | 1,348 | $685.0K | 0.03% | +249+22.7% | Added |
| HB Wealth Management, LLC | 1,339 | $680.8K | 0.01% | +582+76.9% | Added |
| Verity & Verity, LLC | 1,318 | $669.7K | 0.06% | −41−3.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,312 | $666.9K | 0.02% | −1,312−50.0% | Reduced |
| National Bank of Canada | 1,307 | $664.8K | 0.00% | −4,192−76.2% | Reduced |
| E. Ohman J:or Asset Management AB | 1,305 | $663.3K | 0.02% | −315−19.4% | Reduced |
| Parcion Private Wealth LLC | 1,304 | $662.8K | 0.05% | −10−0.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,301 | $661.3K | 0.03% | +2+0.2% | Added |
| XTX Topco Ltd | 1,300 | $660.8K | 0.03% | +420+47.7% | Added |
| BHK Investment Advisors, LLC | 1,296 | $658.6K | 0.28% | −165−11.3% | Reduced |
| Hilltop Holdings Inc. | 1,282 | $651.6K | 0.04% | +137+12.0% | Added |
| Larson Financial Group LLC | 1,270 | $645.5K | 0.03% | +469+58.6% | Added |
| Shelton Capital Management | 1,256 | $638.4K | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,253 | $636.9K | 0.01% | −65−4.9% | Reduced |
| Evergreen Capital Management LLC | 1,248 | $634.4K | 0.02% | +114+10.1% | Added |
| Johnson Investment Counsel Inc | 1,227 | $623.7K | 0.01% | +5+0.4% | Added |
| Integrated Wealth Concepts LLC | 1,221 | $620.5K | 0.01% | −611−33.4% | Reduced |
| Omers Administration Corp | 1,219 | $619.6K | 0.01% | −199−14.0% | Reduced |
| Mattern Capital Management, LLC | 1,218 | $619.1K | 0.08% | +58+5.0% | Added |
| Diversify Wealth Management, LLC | 1,358 | $618.9K | 0.05% | −123−8.3% | Reduced |
| Avidian Wealth Solutions, LLC | 1,215 | $617.6K | 0.03% | +19+1.6% | Added |
| Axxcess Wealth Management, LLC | 1,204 | $611.8K | 0.02% | −187−13.4% | Reduced |
| Bank of Hawaii | 1,201 | $610.5K | 0.04% | 00.0% | Unchanged |
| Aviva PLC | 1,199 | $609.5K | 0.00% | +40+3.5% | Added |
| Equitable Trust Co | 1,196 | $607.9K | 0.03% | +10+0.8% | Added |
| Tudor Financial Inc. | 1,195 | $607.4K | 0.36% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 1,187 | $603.0K | 0.04% | −13−1.1% | Reduced |
| First Bank & Trust | 1,185 | $602.3K | 0.12% | −10−0.8% | Reduced |
| Modera Wealth Management, LLC | 1,169 | $594.2K | 0.01% | −41−3.4% | Reduced |
| Great Valley Advisor Group, Inc. | 1,136 | $577.3K | 0.01% | −8,487−88.2% | Reduced |
| NBC Securities, Inc. | 1,126 | $572.0K | 0.05% | +1,125+112,500.0% | Added |
| Advisor OS, LLC | 1,124 | $571.3K | 0.07% | −47−4.0% | Reduced |
| Fieldview Capital Management, LLC | 1,118 | $568.3K | 0.08% | +1,118 | New |
| Heritage Family Offices, LLP | 1,086 | $552.0K | 0.28% | +188+20.9% | Added |
| Cary Street Partners Financial LLC | 1,073 | $545.4K | 0.02% | +23+2.2% | Added |
| Bridgefront Capital, LLC | 1,071 | $544.4K | 0.16% | +642+149.7% | Added |
| Valeo Financial Advisors, LLC | 1,056 | $536.8K | 0.01% | +24+2.3% | Added |
| Lido Advisors, LLC | 1,052 | $535.2K | 0.00% | −139−11.7% | Reduced |
| Quest Partners LLC | 1,052 | $534.7K | 0.06% | +949+921.4% | Added |
| Alamea Verwaltungs GmbH | 1,045 | $531.2K | 0.46% | +1,045 | New |
| Park Place Capital Corp | 1,042 | $529.6K | 0.14% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 1,038 | $527.4K | 0.20% | 00.0% | Unchanged |
| Park National Corp | 1,031 | $524.1K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,028 | $522.5K | 0.00% | +47+4.8% | Added |
| Burney Co | 1,025 | $521.0K | 0.02% | −153−13.0% | Reduced |
| Investment Management Corp of Ontario | 1,001 | $508.8K | 0.01% | +1,001 | New |