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Livermore
ZHEN

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

Q2 2025 vs. Q1 2025

How the institutions holding Watsco Inc changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of WSO: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders8408807−25
Shares35.3M29.9K34.7M−588.3K (−1.7%)
Value$17.9B$15.2M$15.3B−$2.61B (−14.6%)

8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (79)

Institutions that held Watsco Inc at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to WSO in Q2 2025
InstitutionSharesValue% of portfolio
Capital International Investors271,662$120.0M0.02%
Swedbank AB78,585$34.7M0.04%
Twinbeech Capital LP57,321$25.3M0.57%
Tudor Investment Corp Et Al51,774$22.9M0.17%
Qube Research & Technologies Ltd22,612$9.99M0.01%
Canal Capital Management, LLC12,236$5.40M0.85%
TrueMark Investments, LLC11,633$5.14M1.11%
Campbell & CO Investment Adviser LLC8,954$3.95M0.25%
Ironvine Capital Partners, LLC8,382$3.70M0.38%
Alberta Investment Management Corp7,000$3.09M0.02%
Freestone Grove Partners LP6,928$3.06M0.02%
Employees Retirement System of Texas5,718$2.52M0.02%
Pinebridge Investments, L.P.4,915$2.17M0.02%
FORA Capital, LLC4,885$2.16M0.24%
Northwest & Ethical Investments L.P.4,434$1.96M0.05%
Centiva Capital, LP4,431$1.96M0.13%
Lecap Asset Management Ltd4,344$1.92M0.68%
Redwood Investment Management, LLC3,094$1.37M0.14%
Ilex Capital Partners (UK) LLP2,807$1.24M0.04%
Parr McKnight Wealth Management Group, LLC2,532$1.12M0.15%
Summit Trail Advisors, LLC2,531$1.12M0.02%
Coastal Bridge Advisors, LLC2,080$918.9K0.08%
Inceptionr LLC1,944$858.5K0.20%
TCI Wealth Advisors, Inc.1,796$793.1K0.05%
R Squared Ltd1,750$772.8K0.43%
Caxton Associates LLP1,616$713.7K0.02%
We Are One Seven, LLC1,613$712.3K0.02%
Two Sigma Investments, LP1,424$628.9K0.00%
Susquehanna International Group, LLP1,357$599.3K0.00%
Park Avenue Securities LLC1,296$573.0K0.01%
Catalytic Wealth RIA, LLC1,237$546.3K0.04%
Dynamic Technology Lab Private Ltd1,102$486.0K0.07%
Boreal Capital Management LLC1,100$485.8K0.40%
Quadrature Capital Ltd1,008$444.9K0.01%
Boston Family Office LLC835$369.0K0.02%
MQS Management LLC833$367.9K0.20%
Washington Trust Bank805$355.5K0.03%
Oxford Asset Management LLP780$344.5K0.11%
DRW Securities, LLC752$332.1K0.02%
Catalyst Funds Management Pty Ltd749$330.8K0.09%
Petrus Trust Company, LTA735$324.6K0.03%
Vise Technologies, Inc.642$283.6K0.01%
Paradigm Asset Management Co LLC600$265.0K0.07%
Pensionmark Financial Group, LLC589$260.0K0.01%
Clear Street Markets LLC573$253.0K0.09%
Magnetar Financial LLC548$242.0K0.00%
Wolverine Trading, LLC521$227.4K0.01%
Corton Capital Inc.503$222.1K0.26%
Capital International Sarl500$220.8K0.00%
Capstone Investment Advisors, LLC473$208.9K0.00%
Hilltop National Bank424$187.2K0.05%
Gitterman Wealth Management, LLC348$153.7K0.04%
Headlands Technologies LLC275$121.4K0.01%
MTM Investment Management, LLC264$116.5K0.04%
Barrett & Company, Inc.200$88.3K0.03%
Trust Co of Toledo NA190$83.9K0.01%
Global Retirement Partners, LLC134$59.2K0.00%
Acadian Asset Management LLC110$48.0K0.00%
Chilton Capital Management LLC76$33.6K0.00%
Ameritas Advisory Services, LLC58$25.7K0.00%
Salomon & Ludwin, LLC42$19.2K0.00%
Mount Yale Investment Advisors, LLC41$18.1K0.00%
Legacy Investment Solutions, LLC40$17.7K0.01%
Oliver Lagore Vanvalin Investment Group15$7.63K0.00%
Strategic Wealth Partners, Ltd.16$7.07K0.00%
Annis Gardner Whiting Capital Advisors, LLC15$6.63K0.00%
Leonteq Securities AG8$3.53K0.00%
Kilter Group LLC5$2.21K0.00%
Twin Peaks Wealth Advisors, LLC5$2.11K0.00%
Silicon Valley Capital Partners4$1.77K0.00%
Quarry LP4$1.77K0.00%
Ameriflex Group, Inc.3$1.35K0.00%
Tortoise Investment Management, LLC3$1.32K0.00%
DecisionPoint Financial, LLC2$9120.00%
Total Investment Management Inc2$8830.00%
MV Capital Management, Inc.1$4420.00%
Newbridge Financial Services Group, Inc.1$4420.00%
Stephens Consulting, LLC1$4420.00%
Rakuten Securities, Inc.1$4420.00%

Sold out (104)

Institutions that held Watsco Inc at the end of Q1 2025 and filed for Q2 2025 without it.

Showing the largest 100 of 104 by value.

Institutions that sold out of WSO in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
AXA S.A.38,781$19.7M
Corebridge Financial, Inc.38,469$19.6M
Caisse de Depot Et Placement du Quebec24,755$12.6M
Scopus Asset Management, L.P.15,718$7.99M
Cutter & CO Brokerage, Inc.15,020$7.63M
Walleye Capital LLC14,166$7.20M
Jump Financial, LLC7,743$3.94M
Algert Global LLC7,130$3.62M
Woodley Farra Manion Portfolio Management Inc5,882$2.99M
Trexquant Investment LP5,868$2.98M
New Age Alpha Advisors, LLC4,369$2.22M
Gilder Gagnon Howe & Co LLC4,021$2.04M
Ontario Teachers Pension Plan Board3,948$2.01M
Shaker Investments LLC2,990$1.52M
National Asset Management, Inc.2,812$1.43M
Aware Super Pty Ltd as trustee of Aware Super2,812$1.43M
Walleye Trading LLC2,627$1.34M
Canada Pension Plan Investment Board2,519$1.28M
AG2R la Mondiale Gestion D'Actifs2,871$1.27M
United Services Automobile Association2,244$1.13M
Nebula Research & Development LLC2,115$1.08M
Occudo Quantitative Strategies LP2,135$1.07M
Allstate Corp1,937$984.6K
Aquatic Capital Management LLC1,820$925.1K
M&G Plc1,643$834.6K
Regents Gate Capital LLP1,605$815.8K
Harvest Investment Services, LLC1,589$807.7K
Tredje AP-fonden1,364$693.3K
Bayforest Capital Ltd1,362$692.3K
Parcion Private Wealth LLC1,304$662.8K
Bank of Hawaii1,201$610.5K
Thoroughbred Financial Services, LLC1,187$603.0K
Fieldview Capital Management, LLC1,118$568.3K
Bridgefront Capital, LLC1,071$544.4K
ISAM Funds (UK) Ltd961$488.5K
Quantitative Investment Management, LLC926$470.0K
Simon Quick Advisors, LLC900$457.6K
Maven Securities LTD900$457.5K
Teza Capital Management LLC875$444.8K
Venturi Wealth Management, LLC861$437.6K
Ballentine Partners, LLC810$411.7K
Centennial Wealth Advisory LLC776$394.7K
Jag Capital Management, LLC773$392.9K
International Private Wealth Advisors LLC766$389.2K
EP Wealth Advisors, LLC742$377.4K
First Commonwealth Financial Corp704$357.8K
StoneX Group Inc.693$352.3K
My Legacy Advisors, LLC693$352.3K
LifeWealth Investments, LLC641$325.6K
Stevens Capital Management LP619$315.0K
Metis Global Partners, LLC611$310.6K
Highland Capital Management, LLC554$281.6K
Fiduciary Family Office, LLC551$280.1K
Summit Financial, LLC551$279.9K
Resources Investment Advisors, LLC.523$265.9K
VestGen Advisors, LLC518$263.3K
Sava Infond d.o.o.515$261.8K
Eqis Capital Management, Inc.504$256.0K
Tritonpoint Wealth, LLC461$234.3K
HBK Sorce Advisory LLC458$232.6K
Voya Financial Advisors, Inc.451$226.3K
Jefferies Financial Group Inc.445$226.2K
Wealthfront Advisers LLC445$226.2K
Trinity Financial Advisors LLC452$222.8K
Rodgers Brothers Inc.436$221.6K
Seeds Investor LLC425$216.2K
SageView Advisory Group, LLC423$215.0K
Baker Tilly Wealth Management, LLC423$215.0K
Scotia Capital Inc.420$213.5K
Baldwin Brothers Inc407$206.9K
Longboard Asset Management, LP405$205.9K
Promus Capital, LLC402$204.5K
Equitable Holdings, Inc.402$204.3K
ICONIQ Capital, LLC401$203.8K
Penobscot Investment Management Company, Inc.400$203.3K
Ellis Investment Partners, LLC399$202.8K
Sargent Investment Group, LLC398$202.3K
Continuum Advisory, LLC303$154.0K
Mather Group, LLC.287$145.8K
Laurel Wealth Advisors LLC111$56.4K
Atala Financial Inc103$52.4K
Hexagon Capital Partners LLC102$51.8K
Flaharty Asset Management, LLC100$50.8K
FNY Investment Advisers, LLC100$50.0K
City Holding Co57$29.0K
Global Financial Private Client, LLC53$26.9K
PSI Advisors, LLC50$25.4K
Central Pacific Bank - Trust Division33$16.8K
NewSquare Capital LLC32$16.3K
ORG Partners LLC22$11.3K
ESL Trust Services, LLC14$7.12K
Saudi Central Bank14$7.12K
Westside Investment Management, Inc.11$5.63K
Riggs Asset Managment Co. Inc.7$3.56K
Brown, Lisle/Cummings, Inc.5$2.54K
Activest Wealth Management3$1.52K
Quent Capital, LLC2$1.08K
Greenline Partners, LLC2$1.02K
HHM Wealth Advisors, LLC2$1.02K
Bernard Wealth Management Corp.2$1.02K

Not filed for Q2 2025 yet (8)

Institutions that held Watsco Inc at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSO in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Spectrum Wealth Counsel, LLC11,614$5.90M
Orion Portfolio Solutions, LLC6,943$3.53M
Credit Agricole S A5,820$2.96M
Schechter Investment Advisors, LLC2,899$1.47M
Rakuten Investment Management, Inc.961$482.3K
Delta Financial Group, Inc.930$476.0K
Napatree Capital LLC576$292.8K
Lindbrook Capital, LLC182$92.5K