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 |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 1,000 | $508.3K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,000 | $508.3K | 0.03% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 988 | $502.2K | 0.06% | −85−7.9% | Reduced |
| Flagship Harbor Advisors, LLC | 975 | $495.4K | 0.03% | −85−8.0% | Reduced |
| Fox Run Management, L.L.C. | 971 | $493.6K | 0.08% | +971 | New |
| ISAM Funds (UK) Ltd | 961 | $488.5K | 0.24% | +522+118.9% | Added |
| Toroso Investments, LLC | 960 | $488.0K | 0.00% | +12+1.3% | Added |
| Rakuten Investment Management, Inc. | 961 | $482.3K | 0.00% | +961 | New |
| Everpar Advisors LLC | 945 | $480.3K | 0.26% | −72−7.1% | Reduced |
| Adell Harriman & Carpenter Inc | 945 | $480.3K | 0.04% | +32+3.5% | Added |
| Ellevest, Inc. | 943 | $479.3K | 0.03% | +6+0.6% | Added |
| Certior Financial Group, LLC | 940 | $478.0K | 0.39% | +7+0.8% | Added |
| Everence Capital Management Inc | 940 | $478.0K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 940 | $477.8K | 0.04% | +406+76.0% | Added |
| Private Advisor Group, LLC | 939 | $477.5K | 0.00% | −386−29.1% | Reduced |
| Greenleaf Trust | 937 | $476.3K | 0.00% | +5+0.5% | Added |
| Delta Financial Group, Inc. | 930 | $476.0K | 0.11% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 926 | $470.0K | 0.04% | +926 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 923 | $469.2K | 0.08% | +59+6.8% | Added |
| PAX Financial Group, LLC | 921 | $468.3K | 0.08% | +921 | New |
| Massmutual Trust Co FSB | 920 | $467.6K | 0.01% | −1−0.1% | Reduced |
| Prospera Financial Services Inc | 913 | $464.4K | 0.01% | +2+0.2% | Added |
| Waterloo Capital, L.P. | 911 | $462.8K | 0.04% | +169+22.8% | Added |
| First Citizens Bank & Trust Co | 906 | $460.5K | 0.01% | +232+34.4% | Added |
| Compass Ion Advisors, LLC | 901 | $458.2K | 0.05% | +3+0.3% | Added |
| Simon Quick Advisors, LLC | 900 | $457.6K | 0.03% | +92+11.4% | Added |
| Maven Securities LTD | 900 | $457.5K | 0.10% | +900 | New |
| Northwestern Mutual Wealth Management Co | 878 | $446.2K | 0.00% | −161−15.5% | Reduced |
| Teza Capital Management LLC | 875 | $444.8K | 0.20% | −613−41.2% | Reduced |
| Flputnam Investment Management Co | 874 | $444.3K | 0.01% | +53+6.5% | Added |
| Pine Valley Investments Ltd Liability Co | 868 | $441.2K | 0.03% | −36−4.0% | Reduced |
| CWM, LLC | 867 | $441.0K | 0.00% | +21+2.5% | Added |
| Haverford Trust Co | 864 | $439.2K | 0.00% | −40−4.4% | Reduced |
| Venturi Wealth Management, LLC | 861 | $437.6K | 0.02% | −4−0.5% | Reduced |
| ICW Investment Advisors LLC | 850 | $432.3K | 0.18% | +12+1.4% | Added |
| SG Americas Securities, LLC | 844 | $429.0K | 0.00% | +482+133.1% | Added |
| Siemens Fonds Invest GmbH | 833 | $423.4K | 0.03% | −728−46.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 831 | $422.4K | 0.03% | −67−7.5% | Reduced |
| Callan Family Office, LLC | 823 | $418.3K | 0.03% | −19−2.3% | Reduced |
| Profund Advisors LLC | 815 | $414.3K | 0.02% | −24−2.9% | Reduced |
| Enhancing Capital LLC | 813 | $413.2K | 0.33% | +20+2.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 810 | $411.7K | 0.03% | −75−8.5% | Reduced |
| Ballentine Partners, LLC | 810 | $411.7K | 0.01% | +810 | New |
| Mutual Advisors, LLC | 900 | $410.3K | 0.01% | +45+5.3% | Added |
| Intrust Bank NA | 807 | $410.2K | 0.04% | −20−2.4% | Reduced |
| Stephens Inc | 802 | $407.7K | 0.01% | −8−1.0% | Reduced |
| Somerville Kurt F | 800 | $406.6K | 0.07% | +800 | New |
| Aigen Investment Management, LP | 786 | $399.5K | 0.06% | +286+57.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 780 | $397.0K | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 777 | $394.9K | 0.02% | +8+1.0% | Added |
| Centennial Wealth Advisory LLC | 776 | $394.7K | 0.14% | +22+2.9% | Added |
| Jag Capital Management, LLC | 773 | $392.9K | 0.05% | +3+0.4% | Added |
| International Private Wealth Advisors LLC | 766 | $389.2K | 0.37% | −16−2.0% | Reduced |
| Fiduciary Financial Group, LLC | 778 | $388.3K | 0.08% | −22−2.8% | Reduced |
| Heartwood Wealth Advisors LLC | 761 | $386.8K | 0.04% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 744 | $378.4K | 0.01% | +107+16.8% | Added |
| EP Wealth Advisors, LLC | 742 | $377.4K | 0.00% | −18−2.4% | Reduced |
| Checchi Capital Advisers, LLC | 735 | $373.6K | 0.03% | +39+5.6% | Added |
| Cynosure Management, LLC | 732 | $372.1K | 0.05% | +101+16.0% | Added |
| Taylor Hoffman Capital Management LLC | 724 | $370.4K | 0.14% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 725 | $368.5K | 0.07% | +107+17.3% | Added |
| Yarbrough Capital, LLC | 716 | $363.9K | 0.02% | +716 | New |
| Engineers Gate Manager LP | 714 | $362.9K | 0.01% | −808−53.1% | Reduced |
| Geneos Wealth Management Inc. | 711 | $361.1K | 0.01% | +97+15.8% | Added |
| Semanteon Capital Management, LP | 708 | $359.9K | 0.20% | −2,328−76.7% | Reduced |
| Penserra Capital Management LLC | 707 | $358.0K | 0.01% | −60−7.8% | Reduced |
| First Commonwealth Financial Corp | 704 | $357.8K | 0.08% | −1,138−61.8% | Reduced |
| UniSuper Management Pty Ltd | 700 | $355.8K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 693 | $352.3K | 0.02% | +215+45.0% | Added |
| My Legacy Advisors, LLC | 693 | $352.3K | 0.14% | +6+0.9% | Added |
| Groesbeck Investment Management Corp | 686 | $349.0K | 0.49% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 686 | $348.7K | 0.01% | +686 | New |
| Platform Technology Partners | 685 | $348.2K | 0.10% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 682 | $346.8K | 0.00% | −70−9.3% | Reduced |
| Phillips Wealth Planners LLC | 680 | $346.0K | 0.37% | +2+0.3% | Added |
| Arkadios Wealth Advisors | 679 | $345.1K | 0.01% | +71+11.7% | Added |
| Arete Wealth Advisors, LLC | 679 | $345.0K | 0.03% | −219−24.4% | Reduced |
| HighPoint Advisor Group LLC | 753 | $343.1K | 0.02% | +193+34.5% | Added |
| Fulcrum Capital LLC | 671 | $341.1K | 0.08% | 00.0% | Unchanged |
| Signaturefd, LLC | 666 | $338.8K | 0.01% | +73+12.3% | Added |
| Bank of Nova Scotia | 665 | $338.0K | 0.00% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 662 | $336.7K | 0.01% | +29+4.6% | Added |
| Apollon Wealth Management, LLC | 655 | $333.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 655 | $332.9K | 0.00% | −7−1.1% | Reduced |
| Csenge Advisory Group | 654 | $331.3K | 0.02% | +72+12.4% | Added |
| LifeWealth Investments, LLC | 641 | $325.6K | 0.07% | +176+37.8% | Added |
| Berry Wealth Group, LP | 638 | $324.3K | 0.25% | +175+37.8% | Added |
| Perbak Capital Partners LLP | 626 | $318.2K | 0.24% | +626 | New |
| Sagespring Wealth Partners, LLC | 623 | $316.9K | 0.01% | +7+1.1% | Added |
| Stevens Capital Management LP | 619 | $315.0K | 0.08% | +619 | New |
| Blue Barn Wealth, LLC | 612 | $311.1K | 0.16% | +2+0.3% | Added |
| Eagle Global Advisors LLC | 612 | $310.8K | 0.01% | −81−11.7% | Reduced |
| Metis Global Partners, LLC | 611 | $310.6K | 0.01% | +139+29.4% | Added |
| FourThought Financial Partners, LLC | 603 | $306.3K | 0.03% | +1+0.2% | Added |
| Boit C F David | 600 | $305.0K | 0.15% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 597 | $303.5K | 0.00% | −198−24.9% | Reduced |
| Advisory Services Network, LLC | 595 | $302.1K | 0.01% | +10+1.7% | Added |
| Huntington National Bank | 587 | $298.4K | 0.00% | −68−10.4% | Reduced |
| Gibbs Wealth Management | 583 | $296.3K | 0.07% | +59+11.3% | Added |
| Insigneo Advisory Services, LLC | 580 | $294.8K | 0.03% | +37+6.8% | Added |