Skip to main content
Livermore
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

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.

Institutional holdersQ2 2025: 807 institutions
Q1 2021: 464 institutionsQ2 2021: 475 institutionsQ3 2021: 478 institutionsQ4 2021: 521 institutionsQ1 2022: 495 institutionsQ2 2022: 516 institutionsQ3 2022: 538 institutionsQ4 2022: 568 institutionsQ1 2023: 615 institutionsQ2 2023: 677 institutionsQ3 2023: 683 institutionsQ4 2023: 727 institutionsQ1 2024: 746 institutionsQ2 2024: 778 institutionsQ3 2024: 789 institutionsQ4 2024: 822 institutionsQ1 2025: 840 institutionsQ2 2025: 807 institutionsQ3 2025: 780 institutionsQ4 2025: 768 institutionsQ1 2026: 772 institutionsQ2 2026: 787 institutions
Value heldQ2 2025: $15.3B
Q1 2021: $8.06BQ2 2021: $8.80BQ3 2021: $8.12BQ4 2021: $9.61BQ1 2022: $9.46BQ2 2022: $7.74BQ3 2022: $8.59BQ4 2022: $8.51BQ1 2023: $11.0BQ2 2023: $13.5BQ3 2023: $13.7BQ4 2023: $15.3BQ1 2024: $15.6BQ2 2024: $16.7BQ3 2024: $17.4BQ4 2024: $16.8BQ1 2025: $17.9BQ2 2025: $15.3BQ3 2025: $14.6BQ4 2025: $12.6BQ1 2026: $13.9BQ2 2026: $15.7B
Institutions holding WSO and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026772$13.9B
Q4 2025768$12.6B
Q3 2025780$14.6B
Q2 2025807$15.3B
Q1 2025840$17.9B
Q4 2024822$16.8B
Q3 2024789$17.4B
Q2 2024778$16.7B
Q1 2024746$15.6B
Q4 2023727$15.3B
Q3 2023683$13.7B
Q2 2023677$13.5B
Q1 2023615$11.0B
Q4 2022568$8.51B
Q3 2022538$8.59B
Q2 2022516$7.74B
Q1 2022495$9.46B
Q4 2021521$9.61B
Q3 2021478$8.12B
Q2 2021475$8.80B
Q1 2021464$8.06B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q1 2025.

Institutions holding WSO in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth1$00.00%−1−50.0%Reduced
Bay Harbor Wealth Management, LLC1$4410.00%00.0%Unchanged
South State Corp.1$4420.00%−28−96.6%Reduced
TFC Financial Management1$4420.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$4420.00%00.0%Unchanged
Principia Wealth Advisory, LLC1$4420.00%00.0%Unchanged
MV Capital Management, Inc.1$4420.00%+1New
Newbridge Financial Services Group, Inc.1$4420.00%+1New
Stephens Consulting, LLC1$4420.00%+1New
Rakuten Securities, Inc.1$4420.00%+1New
Caitong International Asset Management Co., Ltd2$8830.00%−227−99.1%Reduced
Aventura Private Wealth, LLC2$8830.00%−38−95.0%Reduced
Longfellow Investment Management Co LLC2$8830.00%00.0%Unchanged
Raffa Wealth Management, LLC2$8830.00%00.0%Unchanged
Key Financial Inc2$8830.00%00.0%Unchanged
SBI Securities Co., Ltd.2$8830.00%00.0%Unchanged
Wealth Preservation Advisors, LLC2$8830.00%00.0%Unchanged
Millstone Evans Group, LLC2$8830.00%00.0%Unchanged
HFM Investment Advisors, LLC2$8830.00%+1+100.0%Added
Total Investment Management Inc2$8830.00%+2New
Sachetta, LLC2$8840.00%−2−50.0%Reduced
Valued Wealth Advisors LLC2$8840.00%00.0%Unchanged
DecisionPoint Financial, LLC2$9120.00%+2New
SJS Investment Consulting Inc.3$1.32K0.00%−3−50.0%Reduced
Financial Management Professionals, Inc.3$1.32K0.00%00.0%Unchanged
Tortoise Investment Management, LLC3$1.32K0.00%+3New
Ameriflex Group, Inc.3$1.35K0.00%+3New
Hughes Financial Services, LLC4$1.67K0.00%−4−50.0%Reduced
First United Bank Trust4$1.77K0.00%00.0%Unchanged
Silicon Valley Capital Partners4$1.77K0.00%+4New
Quarry LP4$1.77K0.00%+4New
True Wealth Design, LLC4$1.77K0.00%−2−33.3%Reduced
Crewe Advisors LLC4$1.77K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC5$2.11K0.00%+5New
Orion Capital Management LLC5$2.21K0.00%00.0%Unchanged
Missouri Trust & Investment Co5$2.21K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC5$2.21K0.00%+1+25.0%Added
Cromwell Holdings LLC5$2.21K0.00%+3+150.0%Added
First Pacific Financial5$2.21K0.00%00.0%Unchanged
Kilter Group LLC5$2.21K0.00%+5New
Transce3nd, LLC6$2.65K0.00%−32−84.2%Reduced
Meeder Asset Management Inc6$2.65K0.00%−11−64.7%Reduced
DiNuzzo Private Wealth, Inc.6$2.65K0.00%00.0%Unchanged
Logan Capital Management Inc6$2.69K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC7$3.09K0.00%00.0%Unchanged
Bare Financial Services, Inc7$3.09K0.00%+5+250.0%Added
LGT Financial Advisors LLC8$3.45K0.01%00.0%Unchanged
Copia Wealth Management8$3.53K0.00%00.0%Unchanged
Leonteq Securities AG8$3.53K0.00%+8New
Sierra Ocean, LLC9$3.98K0.00%00.0%Unchanged
Park Square Financial Group, LLC10$4.42K0.00%00.0%Unchanged
Wolff Wiese Magana LLC11$4.86K0.00%00.0%Unchanged
Grove Bank & Trust11$4.86K0.00%00.0%Unchanged
CVA Family Office, LLC12$5.30K0.00%−31−72.1%Reduced
MPWM Advisory Solutions, LLC12$5.30K0.00%−22−64.7%Reduced
High Note Wealth, LLC12$5.30K0.00%00.0%Unchanged
Johnson Financial Group, Inc.12$5.30K0.00%−319−96.4%Reduced
Sunbelt Securities, Inc.12$5.69K0.00%00.0%Unchanged
TD Capital Management LLC14$6.29K0.00%00.0%Unchanged
Ancora Advisors, LLC15$6.62K0.00%−6−28.6%Reduced
Private Wealth Asset Management, LLC15$6.62K0.00%−2−11.8%Reduced
Pingora Partners LLC15$6.62K0.00%00.0%Unchanged
Atlantic Trust, LLC15$6.63K0.00%−8−34.8%Reduced
Annis Gardner Whiting Capital Advisors, LLC15$6.63K0.00%+15New
Private Wealth Management Group, LLC16$7.07K0.00%−8−33.3%Reduced
Addison Advisors LLC16$7.07K0.00%+5+45.5%Added
Strategic Wealth Partners, Ltd.16$7.07K0.00%+16New
Oliver Lagore Vanvalin Investment Group15$7.63K0.00%+15New
Greykasell Wealth Strategies, Inc.18$7.95K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC18$7.95K0.01%00.0%Unchanged
Strengthening Families & Communities, LLC16$8.13K0.00%−245−93.9%Reduced
Bartlett & Co. Wealth Management LLC20$8.83K0.00%00.0%Unchanged
Spire Wealth Management20$8.95K0.00%−7−25.9%Reduced
Smithfield Trust Co20$9.00K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.26$11.5K0.01%00.0%Unchanged
Bell Investment Advisors, Inc26$11.5K0.00%−2−7.1%Reduced
Farmers & Merchants Investments Inc28$12.4K0.00%+4+16.7%Added
Contravisory Investment Management, Inc.29$12.8K0.00%00.0%Unchanged
Winch Advisory Services, LLC29$13.0K0.00%00.0%Unchanged
DAGCO, Inc.31$13.7K0.00%00.0%Unchanged
Hemington Wealth Management33$14.0K0.00%−12−26.7%Reduced
WPG Advisers, LLC33$14.6K0.01%−17−34.0%Reduced
Bryn Mawr Trust Co34$15.0K0.00%00.0%Unchanged
Main Street Group, LTD35$15.5K0.01%00.0%Unchanged
Rossby Financial, LCC36$15.9K0.01%−28−43.8%Reduced
Manchester Capital Management LLC36$15.9K0.00%+2+5.9%Added
Parvin Asset Management, LLC37$16.3K0.02%00.0%Unchanged
Rosenberg Matthew Hamilton38$16.8K0.00%00.0%Unchanged
FSA Wealth Management LLC38$17.0K0.01%00.0%Unchanged
Legacy Bridge, LLC40$17.7K0.01%00.0%Unchanged
McIlrath & Eck, LLC40$17.7K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC40$17.7K0.01%00.0%Unchanged
Legacy Investment Solutions, LLC40$17.7K0.01%+40New
Mount Yale Investment Advisors, LLC41$18.1K0.00%+41New
West Branch Capital LLC41$18.1K0.01%−22−34.9%Reduced
Solstein Capital, LLC42$18.5K0.01%00.0%Unchanged
AdvisorNet Financial, Inc42$18.5K0.00%+9+27.3%Added
Versant Capital Management, Inc42$18.5K0.00%+15+55.6%Added
Salomon & Ludwin, LLC42$19.2K0.00%+42New
Bares Capital Management, Inc.45$19.9K0.00%+12+36.4%Added