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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 937 | $413.8K | 0.00% | −91−8.9% | Reduced |
| Paradigm Financial Partners, LLC | 939 | $414.7K | 0.05% | −49−5.0% | Reduced |
| Certior Financial Group, LLC | 940 | $414.9K | 0.32% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 941 | $415.4K | 0.02% | −34−3.5% | Reduced |
| Adell Harriman & Carpenter Inc | 945 | $417.3K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 951 | $420.0K | 0.07% | +8+0.8% | Added |
| Burney Co | 960 | $424.0K | 0.01% | −65−6.3% | Reduced |
| Trust Point Inc. | 971 | $428.8K | 0.04% | −451−31.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 983 | $434.1K | 0.01% | +424+75.8% | Added |
| Mutual Advisors, LLC | 886 | $434.3K | 0.01% | −14−1.6% | Reduced |
| Koshinski Asset Management, Inc. | 990 | $437.2K | 0.03% | +534+117.1% | Added |
| Assetmark, Inc | 994 | $439.1K | 0.00% | +339+51.8% | Added |
| Tompkins Financial Corp | 1,000 | $441.6K | 0.04% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,000 | $441.6K | 0.03% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 1,008 | $444.9K | 0.01% | +1,008 | New |
| Advisor OS, LLC | 1,022 | $451.4K | 0.04% | −102−9.1% | Reduced |
| Valeo Financial Advisors, LLC | 1,035 | $457.0K | 0.01% | −21−2.0% | Reduced |
| Quantum Private Wealth, LLC | 1,038 | $458.2K | 0.15% | 00.0% | Unchanged |
| Park National Corp | 1,042 | $460.2K | 0.02% | +11+1.1% | Added |
| Cary Street Partners Financial LLC | 1,056 | $466.4K | 0.01% | −17−1.6% | Reduced |
| Park Place Capital Corp | 1,042 | $474.7K | 0.11% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 1,100 | $485.8K | 0.40% | +1,100 | New |
| Dynamic Technology Lab Private Ltd | 1,102 | $486.0K | 0.07% | +1,102 | New |
| Avidian Wealth Solutions, LLC | 1,109 | $489.8K | 0.02% | −106−8.7% | Reduced |
| Lido Advisors, LLC | 1,129 | $498.8K | 0.00% | +77+7.3% | Added |
| Sequoia Financial Advisors, LLC | 1,169 | $516.3K | 0.00% | +487+71.4% | Added |
| Modera Wealth Management, LLC | 1,180 | $521.1K | 0.01% | +11+0.9% | Added |
| First Bank & Trust | 1,185 | $523.3K | 0.09% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,189 | $525.0K | 0.03% | −93−7.3% | Reduced |
| NBC Securities, Inc. | 1,191 | $525.0K | 0.04% | +65+5.8% | Added |
| Tudor Financial Inc. | 1,195 | $527.7K | 0.30% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,201 | $530.3K | 0.01% | −3−0.2% | Reduced |
| Omers Administration Corp | 1,219 | $538.3K | 0.00% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 1,086 | $545.0K | 0.28% | 00.0% | Unchanged |
| Shelton Capital Management | 1,235 | $545.4K | 0.01% | −21−1.7% | Reduced |
| Diversify Wealth Management, LLC | 1,291 | $545.5K | 0.03% | −67−4.9% | Reduced |
| Catalytic Wealth RIA, LLC | 1,237 | $546.3K | 0.04% | +1,237 | New |
| Alamea Verwaltungs GmbH | 1,270 | $560.9K | 0.42% | +225+21.5% | Added |
| Everence Capital Management Inc | 1,270 | $561.0K | 0.04% | +330+35.1% | Added |
| Johnson Investment Counsel Inc | 1,281 | $565.7K | 0.01% | +54+4.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,285 | $567.0K | 0.00% | +793+161.2% | Added |
| M&T Bank Corp | 1,289 | $568.7K | 0.00% | −92−6.7% | Reduced |
| Bank of Nova Scotia | 1,297 | $572.8K | 0.00% | +632+95.0% | Added |
| Park Avenue Securities LLC | 1,296 | $573.0K | 0.01% | +1,296 | New |
| Massachusetts Financial Services Co | 1,303 | $575.4K | 0.00% | −680−34.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,303 | $575.4K | 0.02% | +2+0.2% | Added |
| E. Ohman J:or Asset Management AB | 1,305 | $576.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,321 | $583.4K | 0.01% | −53−3.9% | Reduced |
| Verity & Verity, LLC | 1,322 | $583.6K | 0.05% | +4+0.3% | Added |
| Shell Asset Management Co | 1,348 | $595.0K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 1,357 | $599.3K | 0.00% | +1,357 | New |
| Kestra Advisory Services, LLC | 1,382 | $610.2K | 0.00% | −63−4.4% | Reduced |
| Advocate Group LLC | 1,384 | $611.2K | 0.11% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,386 | $612.0K | 0.00% | +32+2.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,407 | $621.4K | 0.01% | −771−35.4% | Reduced |
| QRG Capital Management, Inc. | 1,410 | $622.7K | 0.01% | +157+12.5% | Added |
| Mayflower Financial Advisors, LLC | 1,421 | $627.5K | 0.09% | −1−0.1% | Reduced |
| Janus Henderson Group PLC | 1,423 | $628.4K | 0.00% | −745−34.4% | Reduced |
| Two Sigma Investments, LP | 1,424 | $628.9K | 0.00% | +1,424 | New |
| Private Advisor Group, LLC | 1,430 | $631.5K | 0.00% | +491+52.3% | Added |
| Impact Capital Partners LLC | 1,441 | $636.4K | 0.21% | −34−2.3% | Reduced |
| CIBC World Markets Corp | 1,449 | $639.9K | 0.00% | −136−8.6% | Reduced |
| BHK Investment Advisors, LLC | 1,471 | $649.6K | 0.25% | +175+13.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,481 | $654.0K | 0.09% | +57+4.0% | Added |
| Webster Bank, N. A. | 1,493 | $659.3K | 0.07% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,501 | $662.9K | 0.12% | −29−1.9% | Reduced |
| Brevan Howard Capital Management LP | 1,504 | $664.2K | 0.01% | −5,910−79.7% | Reduced |
| Moneta Group Investment Advisors LLC | 1,508 | $666.0K | 0.01% | −3−0.2% | Reduced |
| Mattern Capital Management, LLC | 1,526 | $673.9K | 0.08% | +308+25.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,534 | $677.4K | 0.03% | −391−20.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,541 | $680.5K | 0.04% | −10−0.6% | Reduced |
| Kestra Private Wealth Services, LLC | 1,544 | $681.9K | 0.01% | +123+8.7% | Added |
| ProShare Advisors LLC | 1,546 | $682.7K | 0.00% | +62+4.2% | Added |
| David Loasby | 1,588 | $690.7K | 0.06% | −117−6.9% | Reduced |
| HB Wealth Management, LLC | 1,566 | $692.0K | 0.01% | +227+17.0% | Added |
| Davidson Kahn Capital Management, LLC | 1,587 | $703.3K | 0.45% | +151+10.5% | Added |
| Baker Avenue Asset Management, LP | 1,608 | $710.1K | 0.02% | +125+8.4% | Added |
| We Are One Seven, LLC | 1,613 | $712.3K | 0.02% | +1,613 | New |
| Maryland State Retirement & Pension System | 1,616 | $713.7K | 0.02% | 00.0% | Unchanged |
| Caxton Associates LLP | 1,616 | $713.7K | 0.02% | +1,616 | New |
| Atria Wealth Solutions, Inc. | 1,638 | $723.0K | 0.02% | +35+2.2% | Added |
| LVW Advisors, LLC | 1,664 | $734.9K | 0.08% | −159−8.7% | Reduced |
| Allianz Asset Management GmbH | 1,668 | $736.6K | 0.00% | −1,664−49.9% | Reduced |
| Perbak Capital Partners LLP | 1,686 | $744.6K | 0.17% | +1,060+169.3% | Added |
| Adviser Investments LLC | 1,688 | $745.5K | 0.01% | +9+0.5% | Added |
| Endeavor Private Wealth, Inc. | 1,723 | $761.0K | 0.36% | +155+9.9% | Added |
| R Squared Ltd | 1,750 | $772.8K | 0.43% | +1,750 | New |
| AE Wealth Management LLC | 1,780 | $787.2K | 0.01% | −22,726−92.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,788 | $790.0K | 0.00% | −19−1.1% | Reduced |
| TCI Wealth Advisors, Inc. | 1,796 | $793.1K | 0.05% | +1,796 | New |
| Atomi Financial Group, Inc. | 1,806 | $797.6K | 0.03% | +84+4.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,828 | $807.0K | 0.01% | +170+10.3% | Added |
| Commerce Bank | 1,841 | $813.0K | 0.00% | −126−6.4% | Reduced |
| Farther Finance Advisors, LLC | 1,865 | $823.6K | 0.02% | +260+16.2% | Added |
| Cranbrook Wealth Management, LLC | 1,884 | $832.0K | 0.18% | 00.0% | Unchanged |
| Equitable Trust Co | 1,891 | $835.1K | 0.04% | +695+58.1% | Added |
| LGT Fund Management Co Ltd. | 1,900 | $839.1K | 0.07% | +550+40.7% | Added |
| Jain Global LLC | 1,901 | $839.5K | 0.01% | +180+10.5% | Added |
| Parsons Capital Management Inc | 1,907 | $842.2K | 0.05% | −24−1.2% | Reduced |
| Oak Ridge Investments LLC | 1,908 | $842.6K | 0.06% | +5+0.3% | Added |