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, Q2 2025
Institutional positions in Watsco Inc as of Jun 30, 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
- 807
- −25 vs. Q1 2025
- Shares held
- 34.7M
- −588.3K (−1.7%) vs. Q1 2025
- Total value
- $15.3B
- −$2.61B (−14.6%) vs. Q1 2025
- New holders
- 79
- 285 more added
- Sold out
- 104
- 301 more reduced
8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,772,315 | $1.67B | 0.03% | +48,967+1.3% | Added |
| Vanguard Group Inc | 3,572,186 | $1.58B | 0.03% | +3,324+0.1% | Added |
| FMR LLC | 3,112,990 | $1.37B | 0.08% | −294,817−8.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,532,700 | $676.9M | 1.62% | −24,910−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 1,485,996 | $656.0M | 0.11% | +31,484+2.2% | Added |
| State Street Corp | 1,221,526 | $539.5M | 0.02% | −16,561−1.3% | Reduced |
| Baillie Gifford & Co | 976,344 | $431.2M | 0.32% | −42,756−4.2% | Reduced |
| Blair William & Co | 806,656 | $356.2M | 0.99% | −8,056−1.0% | Reduced |
| Capital World Investors | 634,018 | $280.0M | 0.04% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 629,262 | $277.0M | 0.02% | −132,242−17.4% | Reduced |
| Morgan Stanley | 590,160 | $260.6M | 0.02% | −78,604−11.8% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 565,169 | $249.6M | 2.11% | −25,331−4.3% | Reduced |
| Neuberger Berman Group LLC | 524,779 | $231.8M | 0.18% | −34,795−6.2% | Reduced |
| Wells Fargo & Company | 463,874 | $204.9M | 0.05% | +5,609+1.2% | Added |
| Captrust Financial Advisors | 389,104 | $171.8M | 0.38% | +1,234+0.3% | Added |
| Raymond James Financial Inc | 374,765 | $165.5M | 0.06% | −1,038−0.3% | Reduced |
| Hamlin Capital Management, LLC | 357,837 | $158.0M | 3.66% | +6,566+1.9% | Added |
| Goldman Sachs Group Inc | 344,897 | $152.3M | 0.02% | −123,978−26.4% | Reduced |
| JPMorgan Chase & Co | 343,390 | $151.6M | 0.01% | −153,038−30.8% | Reduced |
| Northern Trust Corp | 324,874 | $143.5M | 0.02% | −10,710−3.2% | Reduced |
| Davenport & Co LLC | 320,834 | $141.2M | 0.78% | −3,962−1.2% | Reduced |
| Bank of New York Mellon Corp | 315,347 | $139.3M | 0.03% | −12,956−3.9% | Reduced |
| Bahl & Gaynor Inc | 278,036 | $122.8M | 0.62% | −12,291−4.2% | Reduced |
| Capital International Investors | 271,662 | $120.0M | 0.02% | +271,662 | New |
| Envestnet Asset Management Inc | 262,737 | $116.0M | 0.03% | −5,547−2.1% | Reduced |
| Royal Bank of Canada | 248,094 | $109.6M | 0.02% | +18,497+8.1% | Added |
| Dimensional Fund Advisors LP | 235,737 | $104.1M | 0.02% | +12,380+5.5% | Added |
| Wellington Management Group LLP | 214,169 | $94.6M | 0.02% | −116,010−35.1% | Reduced |
| Citadel Advisors LLC | 212,450 | $93.8M | 0.08% | −78,629−27.0% | Reduced |
| Welch & Forbes LLC | 212,190 | $93.7M | 1.17% | −670.0% | Reduced |
| Lord, Abbett & Co. LLC | 198,502 | $87.7M | 0.28% | −41,584−17.3% | Reduced |
| Barclays PLC | 195,124 | $86.2M | 0.03% | −31,089−13.7% | Reduced |
| Caledonia Investments PLC | 194,427 | $85.8M | 8.44% | 00.0% | Unchanged |
| Norges Bank | 192,079 | $84.8M | 0.01% | +5,432+2.9% | Added |
| Bank of America Corp | 173,062 | $76.4M | 0.01% | −13,523−7.2% | Reduced |
| UBS Asset Management Americas Inc | 160,389 | $70.8M | 0.01% | +15,329+10.6% | Added |
| Brown Brothers Harriman & Co | 154,520 | $68.2M | 0.44% | +8,325+5.7% | Added |
| CI Private Wealth, LLC | 150,033 | $66.2M | 0.10% | +6,525+4.5% | Added |
| Williams Jones Wealth Management, LLC. | 149,383 | $66.0M | 0.79% | +2,977+2.0% | Added |
| King Luther Capital Management Corp | 135,032 | $59.6M | 0.26% | +4,538+3.5% | Added |
| Benjamin Edwards Inc | 128,440 | $56.7M | 0.72% | +2,333+1.9% | Added |
| Jacobs Levy Equity Management, Inc | 126,796 | $56.0M | 0.22% | +19,506+18.2% | Added |
| Schwartz Investment Counsel Inc | 120,000 | $53.0M | 1.75% | +54,000+81.8% | Added |
| Kames Capital plc | 116,225 | $51.1M | 0.65% | +3,660+3.3% | Added |
| GW&K Investment Management, LLC | 112,780 | $49.8M | 0.45% | −1,933−1.7% | Reduced |
| Howland Capital Management LLC | 110,429 | $48.8M | 1.99% | −4,395−3.8% | Reduced |
| Legal & General Group Plc | 108,889 | $48.1M | 0.01% | +1,122+1.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 108,154 | $47.8M | 0.11% | −45,104−29.4% | Reduced |
| Baird Financial Group, Inc. | 107,702 | $47.6M | 0.08% | −223−0.2% | Reduced |
| First Trust Advisors LP | 107,029 | $47.3M | 0.04% | −8,284−7.2% | Reduced |
| Rhumbline Advisers | 106,610 | $47.1M | 0.04% | +765+0.7% | Added |
| Conestoga Capital Advisors, LLC | 105,692 | $46.7M | 0.69% | +500+0.5% | Added |
| Swiss National Bank | 105,444 | $46.6M | 0.03% | +7,200+7.3% | Added |
| Stifel Financial Corp | 102,240 | $45.2M | 0.04% | +544+0.5% | Added |
| Premier Fund Managers Ltd | 100,369 | $43.8M | 1.60% | +334+0.3% | Added |
| Citigroup Inc | 95,346 | $42.1M | 0.03% | +46,149+93.8% | Added |
| Handelsbanken Fonder AB | 94,058 | $41.5M | 0.15% | −29,400−23.8% | Reduced |
| Riverbridge Partners LLC | 92,603 | $40.9M | 0.66% | −10,920−10.5% | Reduced |
| D. E. Shaw & Co., Inc. | 90,466 | $40.0M | 0.04% | +80,276+787.8% | Added |
| UBS Group AG | 89,562 | $39.6M | 0.01% | −48,857−35.3% | Reduced |
| Jane Street Group, LLC | 89,115 | $39.4M | 0.06% | +55,153+162.4% | Added |
| Dearborn Partners LLC | 86,057 | $38.0M | 1.80% | +8,449+10.9% | Added |
| Donaldson Capital Management, LLC | 84,463 | $37.3M | 1.37% | +82,972+5,564.9% | Added |
| Squarepoint Ops LLC | 84,330 | $37.2M | 0.08% | −78,676−48.3% | Reduced |
| Principal Financial Group Inc | 82,517 | $36.4M | 0.02% | −3,447−4.0% | Reduced |
| Wilkinson Global Asset Management LLC | 81,475 | $36.0M | 2.26% | −5,693−6.5% | Reduced |
| Natixis Advisors, L.P. | 80,492 | $35.5M | 0.06% | −6,418−7.4% | Reduced |
| Anchor Capital Advisors LLC | 79,128 | $34.9M | 1.03% | −2,580−3.2% | Reduced |
| Swedbank AB | 78,585 | $34.7M | 0.04% | +78,585 | New |
| TimesSquare Capital Management, LLC | 74,855 | $33.1M | 0.48% | +11,780+18.7% | Added |
| Geneva Capital Management LLC | 74,320 | $32.8M | 0.55% | +8,264+12.5% | Added |
| Great West Life Assurance Co | 74,196 | $32.8M | 0.05% | +8,749+13.4% | Added |
| RMB Capital Management, LLC | 72,894 | $32.2M | 0.61% | −3,245−4.3% | Reduced |
| Millennium Management LLC | 71,375 | $31.5M | 0.03% | +46,888+191.5% | Added |
| Fenimore Asset Management Inc | 69,975 | $30.9M | 0.62% | +11,570+19.8% | Added |
| Allspring Global Investments Holdings, LLC | 67,772 | $30.9M | 0.05% | +7,197+11.9% | Added |
| Baskin Financial Services Inc. | 69,344 | $30.6M | 2.32% | +1,803+2.7% | Added |
| Invesco Ltd. | 69,235 | $30.6M | 0.01% | −40,498−36.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 68,227 | $30.1M | 0.02% | +70.0% | Added |
| Nuveen, LLC | 66,183 | $29.2M | 0.01% | −14,906−18.4% | Reduced |
| Capital Advisors Inc | 60,546 | $26.7M | 0.48% | +637+1.1% | Added |
| Macquarie Group Ltd | 59,968 | $26.5M | 0.03% | +6,261+11.7% | Added |
| Deutsche Bank AG | 58,580 | $25.9M | 0.01% | +3,189+5.8% | Added |
| Twinbeech Capital LP | 57,321 | $25.3M | 0.57% | +57,321 | New |
| Holocene Advisors, LP | 56,486 | $24.9M | 0.06% | +50,507+844.7% | Added |
| EULAV Asset Management | 55,900 | $24.7M | 0.58% | 00.0% | Unchanged |
| California State Teachers Retirement System | 55,226 | $24.4M | 0.03% | +3,395+6.6% | Added |
| Retirement Systems of Alabama | 54,785 | $24.2M | 0.09% | +247+0.5% | Added |
| Pembroke Management, LTD | 53,357 | $23.6M | 2.85% | +18,196+51.8% | Added |
| Nordea Investment Management AB | 53,103 | $23.3M | 0.02% | −1,514−2.8% | Reduced |
| Tudor Investment Corp Et Al | 51,774 | $22.9M | 0.17% | +51,774 | New |
| SEI Investments Co | 50,442 | $22.3M | 0.03% | +3,068+6.5% | Added |
| Amundi | 48,118 | $22.0M | 0.01% | +21,770+82.6% | Added |
| Worldquant Millennium Advisors LLC | 49,538 | $21.9M | 0.11% | −3,742−7.0% | Reduced |
| Renaissance Technologies LLC | 48,700 | $21.5M | 0.03% | +10,700+28.2% | Added |
| Alliancebernstein L.P. | 48,348 | $21.4M | 0.01% | −644−1.3% | Reduced |
| AQR Capital Management LLC | 45,655 | $19.9M | 0.02% | +13,438+41.7% | Added |
| California Public Employees Retirement System | 44,165 | $19.5M | 0.01% | −10,451−19.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 42,935 | $19.0M | 0.01% | −10,708−20.0% | Reduced |
| Russell Investments Group, Ltd. | 40,198 | $17.8M | 0.02% | −536−1.3% | Reduced |