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 |
|---|---|---|---|---|---|
| Napatree Capital LLC | 576 | $292.8K | 0.16% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 573 | $291.1K | 0.04% | +29+5.3% | Added |
| First Horizon Advisors, Inc. | 569 | $289.6K | 0.01% | +25+4.6% | Added |
| Dakota Wealth Management | 566 | $287.7K | 0.01% | −186−24.7% | Reduced |
| Prospect Financial Services LLC | 560 | $284.6K | 0.16% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 559 | $284.1K | 0.02% | −2,356−80.8% | Reduced |
| Legacy Trust | 556 | $282.6K | 0.07% | −24−4.1% | Reduced |
| Highland Capital Management, LLC | 554 | $281.6K | 0.02% | +554 | New |
| Aureus Asset Management, LLC | 551 | $280.1K | 0.02% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 551 | $280.1K | 0.09% | +551 | New |
| Summit Financial, LLC | 551 | $279.9K | 0.01% | −159−22.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 550 | $279.6K | 0.01% | +6+1.1% | Added |
| Autumn Glory Partners, LLC | 548 | $278.5K | 0.14% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 541 | $275.1K | 0.16% | +19+3.6% | Added |
| Cordatus Wealth Management LLC | 539 | $274.0K | 0.08% | +20+3.9% | Added |
| Forum Financial Management, LP | 539 | $274.0K | 0.00% | +35+6.9% | Added |
| International Assets Investment Management, LLC | 531 | $269.9K | 0.02% | +4+0.8% | Added |
| Independent Advisor Alliance | 528 | $268.2K | 0.01% | +63+13.5% | Added |
| Resources Investment Advisors, LLC. | 523 | $265.9K | 0.00% | +523 | New |
| Synovus Financial Corp | 522 | $265.3K | 0.00% | +29+5.9% | Added |
| Breakwater Capital Group | 520 | $264.3K | 0.05% | +29+5.9% | Added |
| VestGen Advisors, LLC | 518 | $263.3K | 0.01% | +518 | New |
| Woodstock Corp | 517 | $262.8K | 0.03% | −158−23.4% | Reduced |
| Fundamentun, LLC | 517 | $262.8K | 0.01% | +74+16.7% | Added |
| Sava Infond d.o.o. | 515 | $261.8K | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 510 | $259.2K | 0.00% | +100+24.4% | Added |
| KKM Financial LLC | 508 | $258.2K | 0.11% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 504 | $256.0K | 0.02% | +23+4.8% | Added |
| River Wealth Advisors LLC | 500 | $254.2K | 0.04% | −2−0.4% | Reduced |
| Tower Wealth Partners, Inc. | 492 | $250.1K | 0.13% | +10+2.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 492 | $250.0K | 0.00% | +69+16.3% | Added |
| Northside Capital Management, LLC | 488 | $248.2K | 0.04% | −40−7.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 480 | $244.0K | 0.00% | −4−0.8% | Reduced |
| Prudential PLC | 477 | $242.5K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 476 | $242.1K | 0.00% | −171−26.4% | Reduced |
| Icon Wealth Advisors, LLC | 474 | $240.9K | 0.02% | −275−36.7% | Reduced |
| MAI Capital Management | 474 | $240.8K | 0.00% | −3−0.6% | Reduced |
| Waldron Private Wealth LLC | 473 | $240.4K | 0.01% | −114−19.4% | Reduced |
| Bedel Financial Consulting, Inc. | 500 | $237.5K | 0.03% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 461 | $234.3K | 0.02% | −1−0.2% | Reduced |
| Curat Global, LLC | 460 | $233.8K | 0.29% | +460 | New |
| BankPlus Trust Department | 458 | $232.8K | 0.08% | −31−6.3% | Reduced |
| HBK Sorce Advisory LLC | 458 | $232.6K | 0.01% | +458 | New |
| Tradition Wealth Management, LLC | 458 | $232.5K | 0.02% | +14+3.2% | Added |
| Koshinski Asset Management, Inc. | 456 | $231.8K | 0.02% | +33+7.8% | Added |
| Oarsman Capital, Inc. | 453 | $230.3K | 0.04% | 00.0% | Unchanged |
| Entropy Technologies, LP | 450 | $228.7K | 0.02% | −907−66.8% | Reduced |
| Integrity Alliance, LLC. | 446 | $226.9K | 0.01% | +446 | New |
| Voya Financial Advisors, Inc. | 451 | $226.3K | 0.02% | −10−2.2% | Reduced |
| Wealthfront Advisers LLC | 445 | $226.2K | 0.00% | −10−2.2% | Reduced |
| Jefferies Financial Group Inc. | 445 | $226.2K | 0.00% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 452 | $222.8K | 0.08% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 436 | $221.6K | 0.03% | +10+2.3% | Added |
| Berkshire Asset Management LLC | 472 | $221.4K | 0.01% | +472 | New |
| Seeds Investor LLC | 425 | $216.2K | 0.06% | −80−15.8% | Reduced |
| SageView Advisory Group, LLC | 423 | $215.0K | 0.01% | −42−9.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 423 | $215.0K | 0.08% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 470 | $214.2K | 0.09% | +470 | New |
| Scotia Capital Inc. | 420 | $213.5K | 0.00% | +420 | New |
| Diversify Advisory Services, LLC | 467 | $212.8K | 0.01% | +467 | New |
| IFP Advisors, Inc | 402 | $207.9K | 0.01% | +12+3.1% | Added |
| Baldwin Brothers Inc | 407 | $206.9K | 0.01% | −24−5.6% | Reduced |
| Longboard Asset Management, LP | 405 | $205.9K | 0.60% | +405 | New |
| Promus Capital, LLC | 402 | $204.5K | 0.16% | +2+0.5% | Added |
| Equitable Holdings, Inc. | 402 | $204.3K | 0.00% | +402 | New |
| ICONIQ Capital, LLC | 401 | $203.8K | 0.00% | +401 | New |
| Cullen/Frost Bankers, Inc. | 400 | $203.3K | 0.00% | +27+7.2% | Added |
| Penobscot Investment Management Company, Inc. | 400 | $203.3K | 0.02% | +400 | New |
| Ellis Investment Partners, LLC | 399 | $202.8K | 0.04% | +399 | New |
| Sargent Investment Group, LLC | 398 | $202.3K | 0.03% | +398 | New |
| Colonial Trust Co | 394 | $200.3K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 390 | $199.0K | 0.13% | +37+10.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 356 | $181.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 356 | $181.0K | 0.05% | +140+64.8% | Added |
| Principal Securities, Inc. | 373 | $176.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 337 | $172.0K | 0.00% | −4−1.2% | Reduced |
| Whittier Trust Co | 337 | $171.3K | 0.00% | +139+70.2% | Added |
| Johnson Financial Group, Inc. | 331 | $168.2K | 0.01% | −513−60.8% | Reduced |
| Central Trust Co | 315 | $160.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 315 | $160.1K | 0.00% | +44+16.2% | Added |
| Continuum Advisory, LLC | 303 | $154.0K | 0.02% | +75+32.9% | Added |
| Y.D. More Investments Ltd | 300 | $152.5K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 295 | $149.9K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 290 | $147.5K | 0.01% | −182−38.6% | Reduced |
| Mather Group, LLC. | 287 | $145.8K | 0.00% | +9+3.2% | Added |
| Allworth Financial LP | 320 | $144.9K | 0.00% | +48+17.6% | Added |
| Bellwether Advisors, LLC | 283 | $143.8K | 0.03% | −17−5.7% | Reduced |
| Financial Network Wealth Advisors LLC | 282 | $143.3K | 0.19% | +126+80.8% | Added |
| Clearstead Advisors, LLC | 276 | $140.3K | 0.00% | −581−67.8% | Reduced |
| Ossiam | 258 | $131.1K | 0.00% | −111−30.1% | Reduced |
| North Capital, Inc. | 255 | $129.6K | 0.12% | +255 | New |
| SRS Capital Advisors, Inc. | 241 | $122.3K | 0.01% | −15−5.9% | Reduced |
| Cove Street Capital, LLC | 240 | $122.0K | 0.19% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 261 | $120.9K | 0.07% | +245+1,531.3% | Added |
| Ostrum Asset Management | 235 | $119.5K | 0.01% | −7−2.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 229 | $116.4K | 0.09% | +229 | New |
| Glen Eagle Advisors, LLC | 217 | $110.5K | 0.02% | −84−27.9% | Reduced |
| Trust Co of Vermont | 216 | $109.8K | 0.01% | −6−2.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 194 | $98.6K | 0.00% | −1−0.5% | Reduced |
| Smartleaf Asset Management LLC | 189 | $95.0K | 0.01% | +59+45.4% | Added |