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 |
|---|---|---|---|---|---|
| Barnes Dennig Private Wealth Management LLC | 7 | $3.56K | 0.01% | +7 | New |
| Logan Capital Management Inc | 6 | $3.08K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $3.05K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $3.05K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $3.05K | 0.00% | +3+100.0% | Added |
| Orion Capital Management LLC | 5 | $2.54K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 5 | $2.54K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 5 | $2.54K | 0.00% | +5 | New |
| First Pacific Financial | 5 | $2.54K | 0.00% | +5 | New |
| Crewe Advisors LLC | 4 | $2.03K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $2.03K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 4 | $2.03K | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 3 | $1.52K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $1.52K | 0.00% | +3 | New |
| Quent Capital, LLC | 2 | $1.08K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $1.02K | 0.00% | +1+100.0% | Added |
| Capital A Wealth Management, LLC | 2 | $1.02K | 0.00% | +1+100.0% | Added |
| Greenline Partners, LLC | 2 | $1.02K | 0.00% | +2 | New |
| Cromwell Holdings LLC | 2 | $1.02K | 0.00% | +2 | New |
| Wealth Preservation Advisors, LLC | 2 | $1.02K | 0.00% | +2 | New |
| Bare Financial Services, Inc | 2 | $1.02K | 0.00% | +2 | New |
| Bernard Wealth Management Corp. | 2 | $1.02K | 0.00% | +2 | New |
| TFC Financial Management | 1 | $509 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $509 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $509 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $508 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $508 | 0.00% | +1 | New |
| Perkins Coie Trust Co | 1 | $508 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $508 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 1 | $508 | 0.00% | +1 | New |
| Horizon Investments, LLC | 1 | $505 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $499 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −749−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −110,752−100.0% | Sold out |
| Formuepleje A/S | 0 | $0 | 0.00% | −65,618−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −22,044−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −22,016−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −12,915−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −8,955−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −8,709−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −8,517−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −5,718−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −5,534−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −5,231−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −5,111−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −5,093−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −4,979−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,622−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −4,552−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −4,435−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −3,873−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −3,288−100.0% | Sold out |
| Campbell Capital Management Inc | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,170−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Benchmark Financial Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,919−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −1,594−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −1,426−100.0% | Sold out |
| Tyche Wealth Partners LLC | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −738−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −674−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −633−100.0% | Sold out |
| Raiffeisen Bank International AG | 0 | $0 | 0.00% | −603−100.0% | Sold out |
| Nixon Peabody Trust Co | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −557−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| Green Harvest Asset Management LLC | 0 | $0 | 0.00% | −516−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Hall Laurie J Trustee | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| FSC Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Painted Porch Advisors LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |