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 |
|---|---|---|---|---|---|
| Richardson Financial Services Inc. | 185 | $94.0K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 182 | $92.5K | 0.01% | +98+116.7% | Added |
| Mascoma Wealth Management LLC | 175 | $89.0K | 0.02% | −30−14.6% | Reduced |
| Skopos Labs, Inc. | 165 | $83.5K | 0.02% | +51+44.7% | Added |
| GeoWealth Management, LLC | 164 | $83.4K | 0.00% | −71−30.2% | Reduced |
| N.E.W. Advisory Services LLC | 160 | $81.3K | 0.01% | +160 | New |
| National Pension Service | 146 | $74.2K | 0.00% | −53,154−99.7% | Reduced |
| MCF Advisors LLC | 146 | $74.2K | 0.01% | −4−2.7% | Reduced |
| Private Trust Co NA | 145 | $73.7K | 0.01% | −5−3.3% | Reduced |
| Creative Financial Designs Inc | 145 | $73.7K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 125 | $64.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 111 | $56.4K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 106 | $53.9K | 0.01% | 00.0% | Unchanged |
| Atala Financial Inc | 103 | $52.4K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 102 | $51.8K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 100 | $50.8K | 0.01% | +100 | New |
| FNY Investment Advisers, LLC | 100 | $50.0K | 0.03% | +100 | New |
| Optiver Holding B.V. | 90 | $45.7K | 0.00% | +90 | New |
| Ransom Advisory, Ltd | 88 | $44.7K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 72 | $36.6K | 0.00% | +52+260.0% | Added |
| Harbour Investments, Inc. | 68 | $34.6K | 0.00% | +16+30.8% | Added |
| Rise Advisors, LLC | 67 | $34.1K | 0.02% | −23−25.6% | Reduced |
| Hartford Financial Management Inc. | 66 | $33.5K | 0.01% | +1+1.5% | Added |
| Rialto Wealth Management, LLC | 65 | $33.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 63 | $32.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 65 | $30.8K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 59 | $30.0K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 58 | $29.5K | 0.01% | +2+3.6% | Added |
| Rossby Financial, LCC | 64 | $29.2K | 0.01% | +64 | New |
| City Holding Co | 57 | $29.0K | 0.00% | +57 | New |
| TCTC Holdings, LLC | 56 | $28.5K | 0.00% | +30+115.4% | Added |
| Global Financial Private Client, LLC | 53 | $26.9K | 0.01% | +4+8.2% | Added |
| Bogart Wealth, LLC | 51 | $25.9K | 0.00% | −3−5.6% | Reduced |
| WPG Advisers, LLC | 50 | $25.4K | 0.02% | −10−16.7% | Reduced |
| PSI Advisors, LLC | 50 | $25.4K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 50 | $25.4K | 0.02% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 50 | $25.4K | 0.00% | +50 | New |
| Opal Wealth Advisors, LLC | 49 | $24.9K | 0.01% | +49 | New |
| JFS Wealth Advisors, LLC | 47 | $23.9K | 0.00% | +1+2.2% | Added |
| Kestra Investment Management, LLC | 47 | $23.9K | 0.00% | +22+88.0% | Added |
| North Star Investment Management Corp. | 47 | $23.9K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 45 | $22.0K | 0.00% | +12+36.4% | Added |
| CVA Family Office, LLC | 43 | $21.9K | 0.00% | +13+43.3% | Added |
| Solstein Capital, LLC | 42 | $21.3K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 40 | $20.6K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 40 | $20.3K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 40 | $20.3K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 40 | $20.3K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 38 | $19.4K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 38 | $19.3K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 38 | $19.3K | 0.00% | +3+8.6% | Added |
| Parvin Asset Management, LLC | 37 | $18.8K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 35 | $17.8K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 34 | $17.3K | 0.00% | −9−20.9% | Reduced |
| MPWM Advisory Solutions, LLC | 34 | $17.3K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 34 | $17.3K | 0.00% | −5−12.8% | Reduced |
| GoalVest Advisory LLC | 33 | $16.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 33 | $16.8K | 0.00% | +13+65.0% | Added |
| Bares Capital Management, Inc. | 33 | $16.8K | 0.00% | +33 | New |
| Central Pacific Bank - Trust Division | 33 | $16.8K | 0.00% | +33 | New |
| NewSquare Capital LLC | 32 | $16.3K | 0.00% | +31+3,100.0% | Added |
| DAGCO, Inc. | 31 | $15.8K | 0.01% | +31 | New |
| Winch Advisory Services, LLC | 29 | $14.8K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 29 | $14.7K | 0.00% | −12−29.3% | Reduced |
| IMG Wealth Management, Inc. | 29 | $14.7K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 29 | $14.7K | 0.00% | +9+45.0% | Added |
| Bell Investment Advisors, Inc | 28 | $14.2K | 0.00% | +2+7.7% | Added |
| Spire Wealth Management | 27 | $13.7K | 0.00% | −8−22.9% | Reduced |
| Versant Capital Management, Inc | 27 | $13.7K | 0.00% | +8+42.1% | Added |
| Quest 10 Wealth Builders, Inc. | 26 | $13.2K | 0.01% | −6−18.8% | Reduced |
| Private Wealth Management Group, LLC | 24 | $12.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $12.2K | 0.00% | +11+84.6% | Added |
| Atlantic Trust, LLC | 23 | $11.7K | 0.00% | +23 | New |
| ORG Partners LLC | 22 | $11.3K | 0.00% | +22 | New |
| TD Waterhouse Canada Inc. | 21 | $10.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 21 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 20 | $10.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 18 | $9.15K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 18 | $9.15K | 0.00% | −7−28.0% | Reduced |
| Greykasell Wealth Strategies, Inc. | 18 | $9.15K | 0.00% | +18 | New |
| Meeder Asset Management Inc | 17 | $8.64K | 0.00% | −15−46.9% | Reduced |
| Private Wealth Asset Management, LLC | 17 | $8.64K | 0.00% | +17 | New |
| Pingora Partners LLC | 15 | $7.63K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 14 | $7.20K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 14 | $7.12K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 14 | $7.12K | 0.04% | +14 | New |
| Sunbelt Securities, Inc. | 12 | $6.10K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 12 | $6.10K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 11 | $5.63K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 11 | $5.59K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 11 | $5.59K | 0.00% | +11 | New |
| Grove Bank & Trust | 11 | $5.59K | 0.00% | +11 | New |
| Park Square Financial Group, LLC | 10 | $5.08K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 9 | $4.58K | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 8 | $4.09K | 0.00% | +8 | New |
| Copia Wealth Management | 8 | $4.07K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 8 | $4.00K | 0.00% | +8 | New |
| LGT Financial Advisors LLC | 8 | $3.95K | 0.01% | −115−93.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 7 | $3.56K | 0.00% | 00.0% | Unchanged |