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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 46 | $20.3K | 0.00% | −1−2.1% | Reduced |
| North Star Investment Management Corp. | 47 | $20.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $22.1K | 0.00% | −1−2.0% | Reduced |
| Manitou Investment Management Ltd. | 50 | $22.1K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 22,081 | $22.1K | 0.02% | +22,031+44,062.0% | Added |
| IMG Wealth Management, Inc. | 52 | $23.0K | 0.02% | +23+79.3% | Added |
| GoalVest Advisory LLC | 53 | $23.4K | 0.01% | +20+60.6% | Added |
| Opal Wealth Advisors, LLC | 54 | $23.8K | 0.01% | +5+10.2% | Added |
| Kestra Investment Management, LLC | 47 | $23.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 55 | $24.3K | 0.00% | −13−19.1% | Reduced |
| Hartford Financial Management Inc. | 55 | $24.3K | 0.01% | −11−16.7% | Reduced |
| UMA Financial Services, Inc. | 56 | $24.7K | 0.00% | −2−3.4% | Reduced |
| TCTC Holdings, LLC | 56 | $24.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 58 | $25.7K | 0.00% | +58 | New |
| First PREMIER Bank | 59 | $26.0K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 65 | $28.7K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 65 | $28.7K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 67 | $29.6K | 0.01% | −21−23.9% | Reduced |
| Rise Advisors, LLC | 67 | $29.8K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 72 | $31.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 72 | $32.8K | 0.00% | +51+242.9% | Added |
| Chilton Capital Management LLC | 76 | $33.6K | 0.00% | +76 | New |
| Capital A Wealth Management, LLC | 96 | $41.1K | 0.47% | +94+4,700.0% | Added |
| Golden State Wealth Management, LLC | 106 | $46.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 108 | $47.7K | 0.02% | +90+500.0% | Added |
| Acadian Asset Management LLC | 110 | $48.0K | 0.00% | +110 | New |
| Hantz Financial Services, Inc. | 112 | $49.0K | 0.00% | +104+1,300.0% | Added |
| Optiver Holding B.V. | 116 | $51.2K | 0.00% | +26+28.9% | Added |
| Resources Management Corp | 125 | $55.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 134 | $59.2K | 0.00% | +134 | New |
| Rothschild Investment LLC | 135 | $59.6K | 0.00% | +134+13,400.0% | Added |
| Creative Financial Designs Inc | 145 | $64.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 145 | $64.0K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 160 | $70.7K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 175 | $77.3K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 190 | $83.9K | 0.01% | +190 | New |
| Richardson Financial Services Inc. | 185 | $84.3K | 0.06% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 193 | $85.1K | 0.01% | −24−11.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 194 | $85.7K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 200 | $88.3K | 0.03% | +200 | New |
| Smartleaf Asset Management LLC | 203 | $88.6K | 0.01% | +14+7.4% | Added |
| MCF Advisors LLC | 214 | $94.5K | 0.01% | +68+46.6% | Added |
| Ostrum Asset Management | 230 | $101.6K | 0.00% | −5−2.1% | Reduced |
| Larson Financial Group LLC | 232 | $102.5K | 0.00% | −1,038−81.7% | Reduced |
| Geneos Wealth Management Inc. | 237 | $104.7K | 0.00% | −474−66.7% | Reduced |
| Trust Co of Vermont | 238 | $105.1K | 0.00% | +22+10.2% | Added |
| Cove Street Capital, LLC | 240 | $106.0K | 0.16% | 00.0% | Unchanged |
| National Bank of Canada | 243 | $107.3K | 0.00% | −1,064−81.4% | Reduced |
| North Capital, Inc. | 255 | $112.6K | 0.10% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 264 | $116.5K | 0.04% | +264 | New |
| Headlands Technologies LLC | 275 | $121.4K | 0.01% | +275 | New |
| GeoWealth Management, LLC | 277 | $122.3K | 0.00% | +113+68.9% | Added |
| Clearstead Advisors, LLC | 285 | $125.9K | 0.00% | +9+3.3% | Added |
| Financial Network Wealth Advisors LLC | 287 | $126.8K | 0.15% | +5+1.8% | Added |
| Skopos Labs, Inc. | 288 | $127.0K | 0.02% | +123+74.5% | Added |
| LRI Investments, LLC | 290 | $128.2K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 295 | $130.3K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 298 | $131.5K | 0.00% | −22−6.9% | Reduced |
| Y.D. More Investments Ltd | 300 | $132.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 211 | $138.5K | 0.01% | −30−12.4% | Reduced |
| Central Trust Co | 315 | $139.1K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 316 | $139.6K | 0.01% | −736−70.0% | Reduced |
| Covestor Ltd | 324 | $143.0K | 0.08% | −66−16.9% | Reduced |
| Bellwether Advisors, LLC | 329 | $145.3K | 0.02% | +46+16.3% | Added |
| Gitterman Wealth Management, LLC | 348 | $153.7K | 0.04% | +348 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 356 | $157.1K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 356 | $157.2K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 378 | $166.9K | 0.00% | +63+20.0% | Added |
| Colonial Trust Co | 379 | $167.4K | 0.02% | −15−3.8% | Reduced |
| Principal Securities, Inc. | 386 | $170.5K | 0.00% | +13+3.5% | Added |
| Whittier Trust Co | 398 | $175.8K | 0.00% | +61+18.1% | Added |
| Hilltop National Bank | 424 | $187.2K | 0.05% | +424 | New |
| Icon Wealth Advisors, LLC | 433 | $191.2K | 0.01% | −41−8.6% | Reduced |
| Oarsman Capital, Inc. | 453 | $200.1K | 0.03% | 00.0% | Unchanged |
| BankPlus Trust Department | 458 | $202.3K | 0.06% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 459 | $202.8K | 0.02% | +1+0.2% | Added |
| Curat Global, LLC | 460 | $203.1K | 0.19% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 468 | $206.7K | 0.00% | −12−2.5% | Reduced |
| Berkshire Asset Management LLC | 472 | $208.3K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 473 | $208.9K | 0.00% | +473 | New |
| Waldron Private Wealth LLC | 473 | $208.9K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 476 | $210.1K | 0.01% | −52−9.8% | Reduced |
| Prudential PLC | 477 | $210.7K | 0.00% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 485 | $214.2K | 0.01% | +39+8.7% | Added |
| Ashton Thomas Private Wealth, LLC | 485 | $214.2K | 0.01% | −65−11.8% | Reduced |
| Perfromance Wealth Partners, LLC | 487 | $215.1K | 0.01% | −1,040−68.1% | Reduced |
| Northside Capital Management, LLC | 488 | $215.7K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 491 | $216.8K | 0.01% | −78−13.7% | Reduced |
| Forum Financial Management, LP | 492 | $217.3K | 0.00% | −47−8.7% | Reduced |
| Diversify Advisory Services, LLC | 523 | $220.8K | 0.01% | +56+12.0% | Added |
| River Wealth Advisors LLC | 500 | $220.8K | 0.03% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 500 | $220.8K | 0.03% | 00.0% | Unchanged |
| Capital International Sarl | 500 | $220.8K | 0.00% | +500 | New |
| Tower Wealth Partners, Inc. | 502 | $221.7K | 0.13% | +10+2.0% | Added |
| Fundamentun, LLC | 503 | $222.1K | 0.01% | −14−2.7% | Reduced |
| Corton Capital Inc. | 503 | $222.1K | 0.26% | +503 | New |
| KKM Financial LLC | 508 | $224.3K | 0.08% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 521 | $227.4K | 0.01% | +521 | New |
| Woodstock Corp | 517 | $228.3K | 0.02% | 00.0% | Unchanged |
| Breakwater Capital Group | 520 | $229.6K | 0.04% | 00.0% | Unchanged |