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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 11,897 | $5.25M | 0.05% | +3,272+37.9% | Added |
| Fiduciary Trust Co | 12,027 | $5.31M | 0.07% | −287−2.3% | Reduced |
| Yousif Capital Management, LLC | 12,148 | $5.36M | 0.06% | −202−1.6% | Reduced |
| Canal Capital Management, LLC | 12,236 | $5.40M | 0.85% | +12,236 | New |
| KLP Kapitalforvaltning AS | 12,400 | $5.48M | 0.02% | +200+1.6% | Added |
| HRT Financial LP | 12,477 | $5.51M | 0.02% | +8,900+248.8% | Added |
| Schonfeld Strategic Advisors LLC | 12,621 | $5.57M | 0.04% | −17,777−58.5% | Reduced |
| Bradley Foster & Sargent Inc | 12,701 | $5.61M | 0.09% | −30,759−70.8% | Reduced |
| Commonwealth Equity Services, LLC | 12,848 | $5.67M | 0.01% | −1,275−9.0% | Reduced |
| State of Tennessee, Treasury Department | 12,933 | $5.71M | 0.02% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 12,948 | $5.72M | 0.10% | +1,575+13.8% | Added |
| Asset Management One Co.,Ltd. | 12,991 | $5.74M | 0.02% | −93−0.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 13,000 | $5.74M | 0.04% | +700+5.7% | Added |
| Hamilton Point Investment Advisors, LLC | 13,020 | $5.75M | 0.95% | −262−2.0% | Reduced |
| William Blair Investment Management, LLC | 13,202 | $5.83M | 0.02% | −15,635−54.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,257 | $5.85M | 0.05% | +774+6.2% | Added |
| BNP Paribas Arbitrage, SA | 13,318 | $5.88M | 0.00% | −3,439−20.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,356 | $5.90M | 0.01% | +86+0.6% | Added |
| Public Employees Retirement System of Ohio | 13,481 | $5.95M | 0.02% | +40+0.3% | Added |
| HSBC Holdings PLC | 13,787 | $6.07M | 0.00% | −9,811−41.6% | Reduced |
| Southernsun Asset Management, LLC | 14,334 | $6.33M | 0.89% | +71+0.5% | Added |
| Danske Bank A/S | 14,357 | $6.34M | 0.02% | −19,827−58.0% | Reduced |
| The PNC Financial Services Group, Inc. | 14,388 | $6.35M | 0.00% | +148+1.0% | Added |
| HighTower Advisors, LLC | 14,411 | $6.36M | 0.01% | −1,414−8.9% | Reduced |
| Marsico Capital Management LLC | 14,415 | $6.37M | 0.17% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 14,486 | $6.40M | 1.64% | +638+4.6% | Added |
| Princeton Global Asset Management LLC | 14,659 | $6.47M | 1.17% | +136+0.9% | Added |
| 2Xideas AG | 15,000 | $6.62M | 1.14% | +1,556+11.6% | Added |
| United Capital Financial Advisers, LLC | 15,282 | $6.75M | 0.05% | −174−1.1% | Reduced |
| Achmea Investment Management B.V. | 15,722 | $6.94M | 0.09% | −2,227−12.4% | Reduced |
| Naples Global Advisors, LLC | 15,873 | $7.01M | 0.60% | −10−0.1% | Reduced |
| Tower Bridge Advisors | 16,046 | $7.09M | 0.76% | −682−4.1% | Reduced |
| Amalgamated Bank | 16,061 | $7.09M | 0.05% | −238−1.5% | Reduced |
| Royal London Asset Management Ltd | 16,083 | $7.10M | 0.02% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 16,258 | $7.18M | 0.02% | +437+2.8% | Added |
| FineMark National Bank & Trust | 16,287 | $7.19M | 0.24% | +71+0.4% | Added |
| TrimTabs Asset Management, LLC | 16,468 | $7.27M | 1.02% | +10,557+178.6% | Added |
| Nomura Asset Management Co Ltd | 16,475 | $7.28M | 0.02% | +698+4.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,993 | $7.31M | 0.01% | +218+1.4% | Added |
| Marshall Wace, LLP | 17,025 | $7.52M | 0.01% | −61,890−78.4% | Reduced |
| Redmond Asset Management, LLC | 17,030 | $7.52M | 1.79% | +716+4.4% | Added |
| Gotham Asset Management, LLC | 17,192 | $7.59M | 0.05% | −24,864−59.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,234 | $7.61M | 1.84% | −637−3.6% | Reduced |
| Mutual of America Capital Management LLC | 17,348 | $7.66M | 0.08% | −577−3.2% | Reduced |
| Nisa Investment Advisors, LLC | 17,398 | $7.68M | 0.03% | −92−0.5% | Reduced |
| New York State Common Retirement Fund | 17,548 | $7.75M | 0.01% | −100−0.6% | Reduced |
| Arcadia Investment Management Corp | 17,638 | $7.79M | 1.25% | −250−1.4% | Reduced |
| Advisors Capital Management, LLC | 18,053 | $7.97M | 0.11% | +1,483+8.9% | Added |
| Anchor Investment Management, LLC | 18,266 | $8.07M | 0.71% | 00.0% | Unchanged |
| American Century Companies Inc | 18,711 | $8.26M | 0.00% | +2,803+17.6% | Added |
| MetLife Investment Management | 18,785 | $8.30M | 0.05% | −553−2.9% | Reduced |
| Vision Capital Management, Inc. | 18,847 | $8.32M | 1.09% | +998+5.6% | Added |
| Marks Group Wealth Management, Inc | 18,874 | $8.34M | 0.78% | +934+5.2% | Added |
| State of Wisconsin Investment Board | 19,282 | $8.52M | 0.02% | −435−2.2% | Reduced |
| Kensington Investment Counsel, LLC | 19,488 | $8.61M | 3.69% | +339+1.8% | Added |
| Truist Financial Corp | 19,988 | $8.83M | 0.01% | −870−4.2% | Reduced |
| DF Dent & Co Inc | 20,483 | $9.05M | 0.11% | +1,863+10.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 20,900 | $9.23M | 0.09% | +1,950+10.3% | Added |
| Manufacturers Life Insurance Company, The | 21,167 | $9.35M | 0.01% | −280−1.3% | Reduced |
| Victory Capital Management Inc | 21,272 | $9.39M | 0.01% | −2,664−11.1% | Reduced |
| Buck Wealth Strategies, LLC | 21,444 | $9.47M | 1.44% | +2,308+12.1% | Added |
| Quantbot Technologies LP | 21,662 | $9.57M | 0.25% | +18,245+533.9% | Added |
| Rockefeller Capital Management L.P. | 21,717 | $9.59M | 0.02% | +1,013+4.9% | Added |
| Oppenheimer Asset Management Inc. | 21,849 | $9.65M | 0.11% | −531−2.4% | Reduced |
| Qube Research & Technologies Ltd | 22,612 | $9.99M | 0.01% | +22,612 | New |
| Motley Fool Wealth Management, LLC | 23,111 | $10.2M | 0.62% | −2,689−10.4% | Reduced |
| Voloridge Investment Management, LLC | 23,777 | $10.5M | 0.04% | +14,568+158.2% | Added |
| Crown Oak Advisors, LLC | 23,921 | $10.6M | 5.00% | −450−1.8% | Reduced |
| Prospera Financial Services Inc | 24,186 | $10.7M | 0.20% | +23,273+2,549.1% | Added |
| Heartland Advisors Inc | 24,234 | $10.7M | 0.60% | +4,673+23.9% | Added |
| Thrivent Financial for Lutherans | 24,884 | $11.0M | 0.02% | −9,240−27.1% | Reduced |
| Stratos Wealth Partners, LTD. | 24,952 | $11.0M | 0.15% | +948+3.9% | Added |
| Korea Investment CORP | 25,625 | $11.3M | 0.03% | +2,840+12.5% | Added |
| Aviva PLC | 25,693 | $11.3M | 0.02% | +24,494+2,042.9% | Added |
| Patrick Mauro Investment Advisor, INC. | 27,004 | $11.4M | 6.45% | +1,947+7.8% | Added |
| Pictet Asset Management Holding SA | 26,532 | $11.7M | 0.01% | +10,931+70.1% | Added |
| Public Employees Retirement Association of Colorado | 27,011 | $11.9M | 0.05% | 00.0% | Unchanged |
| Vantage Investment Partners, LLC | 27,336 | $12.1M | 0.88% | 00.0% | Unchanged |
| BLI - Banque de Luxembourg Investments | 28,200 | $12.3M | 0.35% | −1,800−6.0% | Reduced |
| LPL Financial LLC | 28,476 | $12.6M | 0.00% | +138+0.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29,386 | $13.0M | 0.01% | +1,994+7.3% | Added |
| Price T Rowe Associates Inc | 30,809 | $13.6M | 0.00% | −19,779−39.1% | Reduced |
| Engineers Gate Manager LP | 31,309 | $13.8M | 0.17% | +30,595+4,285.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,465 | $13.9M | 0.13% | +9,835+45.5% | Added |
| Standard Life Aberdeen plc | 31,956 | $13.9M | 0.02% | +19,136+149.3% | Added |
| Franklin Resources Inc | 31,681 | $14.0M | 0.00% | −21,390−40.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 31,761 | $14.0M | 0.05% | +3,191+11.2% | Added |
| Wendell David Associates Inc | 32,073 | $14.2M | 1.42% | −150.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 32,842 | $14.5M | 0.12% | −1,386−4.0% | Reduced |
| Covington Investment Advisors Inc. | 33,007 | $14.6M | 2.08% | +787+2.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 33,687 | $14.9M | 0.13% | −110−0.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 33,933 | $15.0M | 0.30% | +162+0.5% | Added |
| Comerica Bank | 34,233 | $15.1M | 0.06% | +29+0.1% | Added |
| New York State Teachers Retirement System | 35,411 | $15.6M | 0.03% | 00.0% | Unchanged |
| Running Oak Capital LLC | 36,391 | $16.1M | 1.79% | +4,576+14.4% | Added |
| Jennison Associates LLC | 36,771 | $16.2M | 0.01% | −12,106−24.8% | Reduced |
| State Board of Administration of Florida Retirement System | 37,441 | $16.5M | 0.03% | +1,298+3.6% | Added |
| Washington Trust Co | 37,563 | $16.6M | 0.59% | −603−1.6% | Reduced |
| DekaBank Deutsche Girozentrale | 38,869 | $16.8M | 0.03% | +39+0.1% | Added |
| Ameriprise Financial Inc | 38,981 | $17.2M | 0.00% | −300−0.8% | Reduced |