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 |
|---|---|---|---|---|---|
| Gulf International Bank (UK) Ltd | 1,914 | $845.0K | 0.03% | 00.0% | Unchanged |
| Inceptionr LLC | 1,944 | $858.5K | 0.20% | +1,944 | New |
| Wealth Alliance | 2,011 | $888.0K | 0.10% | +35+1.8% | Added |
| Coastal Bridge Advisors, LLC | 2,080 | $918.9K | 0.08% | +2,080 | New |
| Sumitomo Life Insurance Co | 2,088 | $922.1K | 0.06% | +735+54.3% | Added |
| Capital Analysts, LLC | 2,091 | $923.0K | 0.03% | +10.0% | Added |
| Vident Advisory, LLC | 2,097 | $926.2K | 0.01% | +205+10.8% | Added |
| TownSquare Capital, LLC | 2,186 | $965.4K | 0.09% | −22,885−91.3% | Reduced |
| Norden Group LLC | 2,188 | $966.2K | 0.10% | −92−4.0% | Reduced |
| Financial Advisory Service, Inc. | 2,199 | $971.0K | 0.07% | +7+0.3% | Added |
| Cox Capital Mgt LLC | 2,200 | $971.6K | 0.66% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,202 | $972.5K | 0.03% | −10−0.5% | Reduced |
| Elevated Capital Advisors, LLC | 1,918 | $974.7K | 0.27% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,235 | $986.8K | 0.00% | −120−5.1% | Reduced |
| Ascent Group, LLC | 2,242 | $990.1K | 0.04% | −93−4.0% | Reduced |
| American National Bank | 2,245 | $991.4K | 0.10% | −242−9.7% | Reduced |
| Tounjian Advisory Partners, LLC | 1,954 | $992.9K | 0.19% | −26−1.3% | Reduced |
| CIBC Asset Management Inc | 2,253 | $995.0K | 0.00% | +8+0.4% | Added |
| Crawford Investment Counsel Inc | 2,271 | $1.00M | 0.02% | +7+0.3% | Added |
| Callan Family Office, LLC | 2,306 | $1.02M | 0.03% | +1,483+180.2% | Added |
| SG Americas Securities, LLC | 2,309 | $1.02M | 0.00% | +1,465+173.6% | Added |
| Sterling Capital Management LLC | 2,317 | $1.02M | 0.01% | +395+20.6% | Added |
| Concurrent Investment Advisors, LLC | 2,321 | $1.02M | 0.02% | −72−3.0% | Reduced |
| Gateway Investment Advisers LLC | 2,326 | $1.03M | 0.01% | −590−20.2% | Reduced |
| Roundview Capital LLC | 2,334 | $1.03M | 0.07% | +887+61.3% | Added |
| Beacon Pointe Advisors, LLC | 2,335 | $1.03M | 0.01% | −9−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 2,342 | $1.03M | 0.02% | +283+13.7% | Added |
| Lindenwold Advisors | 2,381 | $1.05M | 0.55% | −5−0.2% | Reduced |
| Entropy Technologies, LP | 2,395 | $1.06M | 0.08% | +1,945+432.2% | Added |
| SlateStone Wealth, LLC | 2,402 | $1.06M | 0.10% | +215+9.8% | Added |
| Centennial Bank | 2,442 | $1.08M | 0.45% | −22−0.9% | Reduced |
| Knollwood Investment Advisory, LLC | 2,523 | $1.11M | 0.11% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,531 | $1.12M | 0.02% | +2,531 | New |
| Parr McKnight Wealth Management Group, LLC | 2,532 | $1.12M | 0.15% | +2,532 | New |
| Steward Partners Investment Advisory, LLC | 2,544 | $1.12M | 0.01% | +68+2.7% | Added |
| Charter Oak Capital Management, LLC | 2,550 | $1.13M | 0.10% | 00.0% | Unchanged |
| Change Path, LLC | 2,561 | $1.13M | 0.03% | −596−18.9% | Reduced |
| Bokf, NA | 2,621 | $1.16M | 0.02% | +147+5.9% | Added |
| Eastern Bank | 2,625 | $1.16M | 0.02% | −27−1.0% | Reduced |
| Schroder Investment Management Group | 2,627 | $1.16M | 0.00% | −2,340−47.1% | Reduced |
| Oddo BHF Asset Management SAS | 2,668 | $1.18M | 0.04% | −45−1.7% | Reduced |
| First Citizens Bank & Trust Co | 2,669 | $1.18M | 0.02% | +1,763+194.6% | Added |
| Securian Asset Management, Inc | 2,706 | $1.20M | 0.03% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 2,745 | $1.21M | 0.13% | +30+1.1% | Added |
| LGT Group Foundation | 2,771 | $1.22M | 0.02% | −25,076−90.0% | Reduced |
| Ilex Capital Partners (UK) LLP | 2,807 | $1.24M | 0.04% | +2,807 | New |
| Daiwa Securities Group Inc. | 2,900 | $1.28M | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,911 | $1.29M | 0.07% | +38+1.3% | Added |
| Cresset Asset Management, LLC | 2,927 | $1.29M | 0.01% | −4,375−59.9% | Reduced |
| Federated Hermes, Inc. | 2,944 | $1.30M | 0.00% | −93−3.1% | Reduced |
| Chicago Capital, LLC | 2,996 | $1.32M | 0.03% | −49−1.6% | Reduced |
| Portside Wealth Group, LLC | 3,014 | $1.33M | 0.20% | −30−1.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,029 | $1.34M | 0.13% | −98−3.1% | Reduced |
| J. W. Coons Advisors, LLC | 3,047 | $1.35M | 0.30% | −32−1.0% | Reduced |
| Fox Run Management, L.L.C. | 3,049 | $1.35M | 0.22% | +2,078+214.0% | Added |
| Saturna Capital CORP | 3,051 | $1.35M | 0.02% | −212−6.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,081 | $1.36M | 0.05% | +3+0.1% | Added |
| GWM Advisors LLC | 3,084 | $1.36M | 0.01% | −129−4.0% | Reduced |
| Redwood Investment Management, LLC | 3,094 | $1.37M | 0.14% | +3,094 | New |
| Mackenzie Financial Corp | 3,098 | $1.37M | 0.00% | +1,045+50.9% | Added |
| Belpointe Asset Management LLC | 3,102 | $1.37M | 0.06% | +299+10.7% | Added |
| Jones Financial Companies LLLP | 3,148 | $1.37M | 0.00% | +1,155+58.0% | Added |
| Old National Bancorp | 3,189 | $1.41M | 0.03% | −808−20.2% | Reduced |
| Chicago Trust Co NA | 3,236 | $1.43M | 0.20% | +115+3.7% | Added |
| Perigon Wealth Management, LLC | 3,244 | $1.43M | 0.03% | −290−8.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,272 | $1.44M | 0.06% | −170−4.9% | Reduced |
| Semanteon Capital Management, LP | 3,314 | $1.46M | 2.21% | +2,606+368.1% | Added |
| Aigen Investment Management, LP | 3,322 | $1.47M | 0.20% | +2,536+322.6% | Added |
| Man Group plc | 3,375 | $1.49M | 0.00% | −11,848−77.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,380 | $1.49M | 0.02% | −370−9.9% | Reduced |
| Alpha Omega Wealth Management LLC | 3,403 | $1.50M | 0.27% | −6−0.2% | Reduced |
| MML Investors Services, LLC | 3,451 | $1.52M | 0.00% | +11+0.3% | Added |
| CoreCap Advisors, LLC | 3,478 | $1.54M | 0.06% | +152+4.6% | Added |
| Access Financial Services, Inc. | 3,560 | $1.57M | 0.59% | +148+4.3% | Added |
| Freemont Management S.A. | 3,600 | $1.59M | 0.26% | +900+33.3% | Added |
| Mirabaud Asset Management Ltd | 3,691 | $1.61M | 0.75% | +1,001+37.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,709 | $1.64M | 0.00% | +278+8.1% | Added |
| Capital Investment Advisory Services, LLC | 3,735 | $1.65M | 0.14% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,771 | $1.67M | 0.01% | −1,138−23.2% | Reduced |
| Dark Forest Capital Management LP | 3,785 | $1.67M | 0.07% | −4,548−54.6% | Reduced |
| Birch Capital Management, LLC | 3,790 | $1.67M | 0.86% | −27−0.7% | Reduced |
| Taylor Frigon Capital Management LLC | 3,811 | $1.68M | 0.89% | −142−3.6% | Reduced |
| Citizens Financial Group Inc | 3,827 | $1.69M | 0.03% | +1,004+35.6% | Added |
| Prudential Financial Inc | 3,837 | $1.69M | 0.00% | +194+5.3% | Added |
| Umb Bank N A | 3,861 | $1.71M | 0.03% | +23+0.6% | Added |
| Avanza Fonder AB | 3,886 | $1.72M | 0.05% | +98+2.6% | Added |
| State of Alaska, Department of Revenue | 3,927 | $1.73M | 0.02% | −150−3.7% | Reduced |
| OP Asset Management Ltd | 3,939 | $1.74M | 0.03% | +49+1.3% | Added |
| Ethic Inc. | 4,029 | $1.76M | 0.03% | −57−1.4% | Reduced |
| Mariner, LLC | 4,053 | $1.79M | 0.00% | −1,662−29.1% | Reduced |
| JustInvest LLC | 4,085 | $1.80M | 0.02% | −318−7.2% | Reduced |
| Annandale Capital, LLC | 4,109 | $1.81M | 0.33% | +1,100+36.6% | Added |
| EverSource Wealth Advisors, LLC | 4,147 | $1.83M | 0.08% | −920−18.2% | Reduced |
| RSM US Wealth Management LLC | 4,151 | $1.83M | 0.03% | +311+8.1% | Added |
| Trueblood Wealth Management, LLC | 4,157 | $1.84M | 0.77% | +163+4.1% | Added |
| Lee Financial Co | 4,169 | $1.84M | 0.26% | +409+10.9% | Added |
| Intrepid Capital Management Inc | 4,266 | $1.88M | 0.77% | −96−2.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,268 | $1.88M | 0.01% | −283−6.2% | Reduced |
| Lecap Asset Management Ltd | 4,344 | $1.92M | 0.68% | +4,344 | New |
| CWM Advisors, LLC | 4,399 | $1.94M | 0.21% | +121+2.8% | Added |