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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 520 | $229.6K | 0.00% | +44+9.2% | Added |
| Synovus Financial Corp | 522 | $230.5K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 530 | $234.1K | 0.02% | −1−0.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 530 | $234.2K | 0.11% | −11−2.0% | Reduced |
| Insigneo Advisory Services, LLC | 535 | $236.3K | 0.02% | −45−7.8% | Reduced |
| IFP Advisors, Inc | 316 | $237.2K | 0.01% | −86−21.4% | Reduced |
| Cordatus Wealth Management LLC | 542 | $239.0K | 0.06% | +3+0.6% | Added |
| Autumn Glory Partners, LLC | 548 | $242.0K | 0.11% | 00.0% | Unchanged |
| Magnetar Financial LLC | 548 | $242.0K | 0.00% | +548 | New |
| Prospect Financial Services LLC | 550 | $242.9K | 0.15% | −10−1.8% | Reduced |
| Huntington National Bank | 551 | $243.3K | 0.00% | −36−6.1% | Reduced |
| Aureus Asset Management, LLC | 551 | $243.3K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 554 | $244.5K | 0.03% | −19−3.3% | Reduced |
| Legacy Trust | 556 | $245.5K | 0.06% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 580 | $246.8K | 0.09% | +110+23.4% | Added |
| Dakota Wealth Management | 566 | $250.0K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 567 | $250.5K | 0.00% | −88−13.4% | Reduced |
| Clear Street Markets LLC | 573 | $253.0K | 0.09% | +573 | New |
| Eagle Global Advisors LLC | 586 | $258.9K | 0.01% | −26−4.2% | Reduced |
| Signaturefd, LLC | 587 | $259.3K | 0.00% | −79−11.9% | Reduced |
| Pensionmark Financial Group, LLC | 589 | $260.0K | 0.01% | +589 | New |
| MAI Capital Management | 589 | $260.3K | 0.00% | +115+24.3% | Added |
| Ossiam | 592 | $261.4K | 0.00% | +334+129.5% | Added |
| Integrated Wealth Concepts LLC | 592 | $261.5K | 0.00% | −629−51.5% | Reduced |
| Great Valley Advisor Group, Inc. | 599 | $264.0K | 0.01% | −537−47.3% | Reduced |
| UniSuper Management Pty Ltd | 600 | $265.0K | 0.00% | −100−14.3% | Reduced |
| Boit C F David | 600 | $265.0K | 0.13% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 600 | $265.0K | 0.07% | +600 | New |
| Bessemer Group Inc | 601 | $265.0K | 0.00% | +264+78.3% | Added |
| Csenge Advisory Group | 603 | $267.6K | 0.01% | −51−7.8% | Reduced |
| FourThought Financial Partners, LLC | 607 | $268.1K | 0.03% | +4+0.7% | Added |
| Sagespring Wealth Partners, LLC | 609 | $268.8K | 0.01% | −14−2.2% | Reduced |
| Blue Barn Wealth, LLC | 609 | $268.9K | 0.13% | −3−0.5% | Reduced |
| Rafferty Asset Management, LLC | 609 | $268.9K | 0.00% | +12+2.0% | Added |
| Advisory Services Network, LLC | 612 | $276.1K | 0.00% | +17+2.9% | Added |
| National Pension Service | 642 | $283.5K | 0.00% | +496+339.7% | Added |
| Vise Technologies, Inc. | 642 | $283.6K | 0.01% | +642 | New |
| Crestwood Advisors Group LLC | 660 | $291.5K | 0.01% | −2−0.3% | Reduced |
| Toroso Investments, LLC | 666 | $294.1K | 0.00% | −294−30.6% | Reduced |
| Arete Wealth Advisors, LLC | 670 | $296.0K | 0.02% | −9−1.3% | Reduced |
| Fulcrum Capital LLC | 671 | $296.3K | 0.06% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 682 | $301.2K | 0.00% | −4−0.6% | Reduced |
| Platform Technology Partners | 685 | $302.5K | 0.08% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 686 | $303.0K | 0.53% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 690 | $304.7K | 0.21% | +52+8.2% | Added |
| Checchi Capital Advisers, LLC | 693 | $306.0K | 0.02% | −42−5.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 698 | $308.3K | 0.02% | −133−16.0% | Reduced |
| Fiduciary Financial Group, LLC | 680 | $309.8K | 0.06% | −98−12.6% | Reduced |
| Phillips Wealth Planners LLC | 679 | $311.5K | 0.28% | −1−0.1% | Reduced |
| Yarbrough Capital, LLC | 716 | $316.2K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 723 | $318.0K | 0.00% | +16+2.3% | Added |
| Taylor Hoffman Capital Management LLC | 724 | $319.7K | 0.11% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 724 | $319.7K | 0.01% | −524−42.0% | Reduced |
| Petrus Trust Company, LTA | 735 | $324.6K | 0.03% | +735 | New |
| Vestcor Inc | 741 | $327.0K | 0.01% | −687−48.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 746 | $329.4K | 0.07% | −2,812−79.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 749 | $330.8K | 0.09% | +749 | New |
| Gibbs Wealth Management | 752 | $332.1K | 0.06% | +169+29.0% | Added |
| DRW Securities, LLC | 752 | $332.1K | 0.02% | +752 | New |
| Modern Wealth Management, LLC | 756 | $333.7K | 0.01% | +12+1.6% | Added |
| Heartwood Wealth Advisors LLC | 761 | $336.1K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 762 | $336.5K | 0.01% | −550−41.9% | Reduced |
| GAMMA Investing LLC | 766 | $338.3K | 0.02% | −174−18.5% | Reduced |
| Greenleaf Trust | 768 | $339.2K | 0.00% | −169−18.0% | Reduced |
| Profund Advisors LLC | 769 | $339.6K | 0.01% | −46−5.6% | Reduced |
| Thrive Wealth Management, LLC | 771 | $340.4K | 0.05% | +46+6.3% | Added |
| Dorsey & Whitney Trust CO LLC | 777 | $343.1K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 780 | $344.0K | 0.03% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 780 | $344.5K | 0.11% | +780 | New |
| Quadrant Capital Group LLC | 783 | $345.8K | 0.01% | −1,301−62.4% | Reduced |
| Stephens Inc | 786 | $347.1K | 0.00% | −16−2.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 789 | $348.4K | 0.00% | −89−10.1% | Reduced |
| CWM, LLC | 793 | $350.0K | 0.00% | −74−8.5% | Reduced |
| Intrust Bank NA | 795 | $351.1K | 0.03% | −12−1.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 795 | $351.1K | 0.00% | +395+98.8% | Added |
| Versor Investments LP | 799 | $352.9K | 0.06% | −2,602−76.5% | Reduced |
| Somerville Kurt F | 800 | $353.3K | 0.06% | 00.0% | Unchanged |
| Haverford Trust Co | 802 | $354.2K | 0.00% | −62−7.2% | Reduced |
| Washington Trust Bank | 805 | $355.5K | 0.03% | +805 | New |
| Foster Dykema Cabot & Partners, LLC | 810 | $357.7K | 0.03% | 00.0% | Unchanged |
| Enhancing Capital LLC | 812 | $358.6K | 0.27% | −1−0.1% | Reduced |
| Cynosure Management, LLC | 814 | $359.5K | 0.04% | +82+11.2% | Added |
| STRS Ohio | 832 | $367.4K | 0.00% | −1,611−65.9% | Reduced |
| MQS Management LLC | 833 | $367.9K | 0.20% | +833 | New |
| Boston Family Office LLC | 835 | $369.0K | 0.02% | +835 | New |
| PAX Financial Group, LLC | 844 | $372.9K | 0.07% | −77−8.4% | Reduced |
| Massmutual Trust Co FSB | 846 | $373.6K | 0.01% | −74−8.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 868 | $383.3K | 0.02% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 876 | $387.0K | 0.03% | −35−3.8% | Reduced |
| HighPoint Advisor Group LLC | 878 | $387.7K | 0.02% | +125+16.6% | Added |
| HM Payson & Co | 888 | $392.2K | 0.01% | +378+74.1% | Added |
| Investment Management Corp of Ontario | 901 | $397.9K | 0.01% | −100−10.0% | Reduced |
| Compass Ion Advisors, LLC | 905 | $399.7K | 0.04% | +4+0.4% | Added |
| Flputnam Investment Management Co | 909 | $401.4K | 0.01% | +35+4.0% | Added |
| Arkadios Wealth Advisors | 910 | $401.9K | 0.01% | +231+34.0% | Added |
| Siemens Fonds Invest GmbH | 916 | $404.5K | 0.02% | +83+10.0% | Added |
| ICW Investment Advisors LLC | 919 | $405.9K | 0.16% | +69+8.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 923 | $407.6K | 0.05% | 00.0% | Unchanged |
| Everpar Advisors LLC | 929 | $410.3K | 0.19% | −16−1.7% | Reduced |
| Congress Wealth Management LLC | 933 | $412.3K | 0.00% | −1,762−65.4% | Reduced |