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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 4,420 | $1.95M | 0.05% | −98−2.2% | Reduced |
| Centiva Capital, LP | 4,431 | $1.96M | 0.13% | +4,431 | New |
| Northwest & Ethical Investments L.P. | 4,434 | $1.96M | 0.05% | +4,434 | New |
| Nissay Asset Management Corp | 4,469 | $1.97M | 0.01% | +118+2.7% | Added |
| Generali Asset Management SPA SGR | 4,512 | $1.99M | 0.05% | −1,275−22.0% | Reduced |
| TD Private Client Wealth LLC | 4,558 | $2.01M | 0.05% | −284−5.9% | Reduced |
| Hunter Associates Investment Management LLC | 4,590 | $2.02M | 0.30% | −1,650−26.4% | Reduced |
| Bridges Investment Management Inc | 4,655 | $2.06M | 0.03% | +487+11.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,671 | $2.06M | 0.01% | −12,011−72.0% | Reduced |
| Two Sigma Advisers, LP | 4,700 | $2.08M | 0.00% | +1,900+67.9% | Added |
| KBC Group NV | 4,700 | $2.08M | 0.01% | +32+0.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,730 | $2.09M | 0.01% | +1,628+52.5% | Added |
| GHP Investment Advisors, Inc. | 4,760 | $2.10M | 0.09% | −1,322−21.7% | Reduced |
| XTX Topco Ltd | 4,776 | $2.11M | 0.09% | +3,476+267.4% | Added |
| FORA Capital, LLC | 4,885 | $2.16M | 0.24% | +4,885 | New |
| Pinebridge Investments, L.P. | 4,915 | $2.17M | 0.02% | +4,915 | New |
| Crown Advisors Management, Inc. | 5,000 | $2.21M | 1.76% | 00.0% | Unchanged |
| Barbara Oil Co. | 5,000 | $2.21M | 0.87% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,263 | $2.32M | 0.04% | −90−1.7% | Reduced |
| Level Four Advisory Services, LLC | 5,285 | $2.33M | 0.09% | −100−1.9% | Reduced |
| Teacher Retirement System of Texas | 5,286 | $2.33M | 0.01% | +194+3.8% | Added |
| Univest Financial Corp | 5,286 | $2.33M | 0.14% | −48−0.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,425 | $2.40M | 0.00% | −19,685−78.4% | Reduced |
| British Columbia Investment Management Corp | 5,477 | $2.42M | 0.01% | −1,185−17.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,484 | $2.42M | 0.12% | +41+0.8% | Added |
| River Road Asset Management, LLC | 5,444 | $2.45M | 0.03% | +83+1.5% | Added |
| Utah Retirement Systems | 5,709 | $2.52M | 0.03% | −19−0.3% | Reduced |
| Employees Retirement System of Texas | 5,718 | $2.52M | 0.02% | +5,718 | New |
| Empowered Funds, LLC | 5,972 | $2.64M | 0.03% | +45+0.8% | Added |
| Xponance, Inc. | 5,995 | $2.65M | 0.02% | +10+0.2% | Added |
| Creative Planning | 6,001 | $2.65M | 0.00% | −906−13.1% | Reduced |
| Van Eck Associates Corp | 6,020 | $2.66M | 0.00% | −384−6.0% | Reduced |
| Argent Trust Co | 6,160 | $2.72M | 0.10% | +77+1.3% | Added |
| Advisors Asset Management, Inc. | 6,258 | $2.76M | 0.05% | +62+1.0% | Added |
| Toronto Dominion Bank | 6,326 | $2.79M | 0.01% | +1,086+20.7% | Added |
| WCM Investment Management, LLC | 6,409 | $2.80M | 0.01% | +11+0.2% | Added |
| Two Sigma Securities, LLC | 6,366 | $2.81M | 0.35% | +3,289+106.9% | Added |
| TD Asset Management Inc | 6,395 | $2.82M | 0.00% | −280−4.2% | Reduced |
| Quantinno Capital Management LP | 6,398 | $2.83M | 0.01% | −2,609−29.0% | Reduced |
| Swiss Life Asset Management Ltd | 6,448 | $2.85M | 0.02% | +3,261+102.3% | Added |
| Regions Financial Corp | 6,491 | $2.87M | 0.02% | −107−1.6% | Reduced |
| Illinois Municipal Retirement Fund | 6,604 | $2.92M | 0.04% | −1,610−19.6% | Reduced |
| Appleton Partners Inc | 6,717 | $2.97M | 0.21% | −85−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 6,773 | $2.99M | 0.09% | −80−1.2% | Reduced |
| Freedom Day Solutions, LLC | 6,863 | $3.03M | 0.90% | −31−0.4% | Reduced |
| Freestone Grove Partners LP | 6,928 | $3.06M | 0.02% | +6,928 | New |
| Applied Capital LLC | 6,957 | $3.07M | 2.29% | +60+0.9% | Added |
| IFM Investors Pty Ltd | 6,999 | $3.09M | 0.03% | +311+4.7% | Added |
| Graham Capital Management, L.P. | 7,000 | $3.09M | 0.09% | +5,000+250.0% | Added |
| Alberta Investment Management Corp | 7,000 | $3.09M | 0.02% | +7,000 | New |
| Centaurus Financial, Inc. | 7,097 | $3.13M | 0.18% | +138+2.0% | Added |
| Brinker Capital Investments, LLC | 7,104 | $3.14M | 0.03% | +161+2.3% | Added |
| New Mexico Educational Retirement Board | 7,118 | $3.14M | 0.10% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,165 | $3.16M | 0.01% | −1,518−17.5% | Reduced |
| Oregon Public Employees Retirement Fund | 7,175 | $3.17M | 0.06% | +100+1.4% | Added |
| Forsta Ap-Fonden | 7,200 | $3.18M | 0.02% | +200+2.9% | Added |
| Sanctuary Advisors, LLC | 7,562 | $3.34M | 0.02% | +143+1.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,789 | $3.44M | 0.05% | +44+0.6% | Added |
| CIBC World Markets Inc. | 7,791 | $3.44M | 0.01% | −581−6.9% | Reduced |
| Middleton & Co Inc | 7,815 | $3.45M | 0.39% | −165−2.1% | Reduced |
| K.J. Harrison & Partners Inc | 8,060 | $3.56M | 0.59% | −1,500−15.7% | Reduced |
| Ironvine Capital Partners, LLC | 8,382 | $3.70M | 0.38% | +8,382 | New |
| State of Michigan Retirement System | 8,383 | $3.70M | 0.02% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 8,493 | $3.75M | 0.94% | +5,476+181.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,675 | $3.83M | 0.01% | −595−6.4% | Reduced |
| Cetera Investment Advisers | 8,710 | $3.85M | 0.01% | +278+3.3% | Added |
| Colony Group, LLC | 8,774 | $3.87M | 0.01% | +250+2.9% | Added |
| Campbell & CO Investment Adviser LLC | 8,954 | $3.95M | 0.25% | +8,954 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,963 | $3.96M | 0.02% | +637+7.7% | Added |
| Atria Investments LLC | 9,252 | $4.09M | 0.05% | +600+6.9% | Added |
| Alliance Wealth Advisors, LLC | 9,317 | $4.11M | 1.01% | +244+2.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 9,519 | $4.20M | 0.04% | +4,700+97.5% | Added |
| DnB Asset Management AS | 9,537 | $4.21M | 0.02% | −7,289−43.3% | Reduced |
| Louisiana State Employees Retirement System | 9,800 | $4.33M | 0.08% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 9,848 | $4.35M | 0.03% | +210+2.2% | Added |
| Prospect Capital Advisors, LLC | 9,860 | $4.35M | 2.62% | +2,080+26.7% | Added |
| Pathstone Holdings, LLC | 9,863 | $4.36M | 0.02% | −1,090−10.0% | Reduced |
| Brown Advisory Inc | 9,898 | $4.37M | 0.01% | +2,176+28.2% | Added |
| Oppenheimer & Co Inc | 9,968 | $4.40M | 0.06% | −126−1.2% | Reduced |
| Monte Financial Group, LLC | 10,083 | $4.45M | 1.73% | +44+0.4% | Added |
| Prosperity Consulting Group, LLC | 10,158 | $4.49M | 0.33% | −465−4.4% | Reduced |
| Arizona State Retirement System | 10,172 | $4.49M | 0.03% | +99+1.0% | Added |
| Alerus Financial NA | 10,251 | $4.53M | 0.33% | −770−7.0% | Reduced |
| Verition Fund Management LLC | 10,308 | $4.55M | 0.03% | −3,157−23.4% | Reduced |
| Guggenheim Capital LLC | 10,368 | $4.58M | 0.04% | +96+0.9% | Added |
| Buckhead Capital Management LLC | 10,438 | $4.61M | 1.78% | −700−6.3% | Reduced |
| Advisor Group Holdings, Inc. | 10,118 | $4.66M | 0.01% | +2,931+40.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 10,753 | $4.75M | 0.02% | +3,407+46.4% | Added |
| Voya Investment Management LLC | 10,759 | $4.75M | 0.00% | −5,459−33.7% | Reduced |
| Bank of Montreal | 10,877 | $4.80M | 0.00% | −875−7.4% | Reduced |
| NewEdge Wealth, LLC | 11,707 | $4.87M | 0.08% | −156−1.3% | Reduced |
| SummitTX Capital, L.P. | 11,038 | $4.87M | 0.22% | +7,975+260.4% | Added |
| CIBC Private Wealth Group, LLC | 11,202 | $4.95M | 0.01% | −131−1.2% | Reduced |
| State of New Jersey Common Pension Fund D | 11,406 | $5.04M | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 11,449 | $5.05M | 0.04% | +1,501+15.1% | Added |
| US Bancorp | 11,589 | $5.12M | 0.01% | −315−2.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,602 | $5.12M | 0.07% | −11,706−50.2% | Reduced |
| TrueMark Investments, LLC | 11,633 | $5.14M | 1.11% | +11,633 | New |
| Resona Asset Management Co.,Ltd. | 11,759 | $5.19M | 0.03% | +193+1.7% | Added |
| Ensign Peak Advisors, Inc | 11,757 | $5.19M | 0.01% | −11,097−48.6% | Reduced |