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 |
|---|---|---|---|---|---|
| Grace & White Inc | 39,080 | $17.3M | 3.16% | −50−0.1% | Reduced |
| Bath Savings Trust Co | 39,191 | $17.3M | 1.75% | −123−0.3% | Reduced |
| Andra AP-fonden | 39,200 | $17.3M | 0.24% | +37,620+2,381.0% | Added |
| LaFleur & Godfrey LLC | 39,378 | $17.4M | 2.17% | +1,122+2.9% | Added |
| Dudley & Shanley, Inc. | 39,833 | $17.6M | 2.76% | +14,405+56.7% | Added |
| Motley Fool Asset Management LLC | 39,893 | $17.6M | 0.81% | −5,282−11.7% | Reduced |
| Storebrand Asset Management AS | 40,033 | $17.7M | 0.05% | +1,936+5.1% | Added |
| Russell Investments Group, Ltd. | 40,198 | $17.8M | 0.02% | −536−1.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 42,935 | $19.0M | 0.01% | −10,708−20.0% | Reduced |
| California Public Employees Retirement System | 44,165 | $19.5M | 0.01% | −10,451−19.1% | Reduced |
| AQR Capital Management LLC | 45,655 | $19.9M | 0.02% | +13,438+41.7% | Added |
| Alliancebernstein L.P. | 48,348 | $21.4M | 0.01% | −644−1.3% | Reduced |
| Renaissance Technologies LLC | 48,700 | $21.5M | 0.03% | +10,700+28.2% | Added |
| Worldquant Millennium Advisors LLC | 49,538 | $21.9M | 0.11% | −3,742−7.0% | Reduced |
| Amundi | 48,118 | $22.0M | 0.01% | +21,770+82.6% | Added |
| SEI Investments Co | 50,442 | $22.3M | 0.03% | +3,068+6.5% | Added |
| Tudor Investment Corp Et Al | 51,774 | $22.9M | 0.17% | +51,774 | New |
| Nordea Investment Management AB | 53,103 | $23.3M | 0.02% | −1,514−2.8% | Reduced |
| Pembroke Management, LTD | 53,357 | $23.6M | 2.85% | +18,196+51.8% | Added |
| Retirement Systems of Alabama | 54,785 | $24.2M | 0.09% | +247+0.5% | Added |
| California State Teachers Retirement System | 55,226 | $24.4M | 0.03% | +3,395+6.6% | Added |
| EULAV Asset Management | 55,900 | $24.7M | 0.58% | 00.0% | Unchanged |
| Holocene Advisors, LP | 56,486 | $24.9M | 0.06% | +50,507+844.7% | Added |
| Twinbeech Capital LP | 57,321 | $25.3M | 0.57% | +57,321 | New |
| Deutsche Bank AG | 58,580 | $25.9M | 0.01% | +3,189+5.8% | Added |
| Macquarie Group Ltd | 59,968 | $26.5M | 0.03% | +6,261+11.7% | Added |
| Capital Advisors Inc | 60,546 | $26.7M | 0.48% | +637+1.1% | Added |
| Nuveen, LLC | 66,183 | $29.2M | 0.01% | −14,906−18.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 68,227 | $30.1M | 0.02% | +70.0% | Added |
| Invesco Ltd. | 69,235 | $30.6M | 0.01% | −40,498−36.9% | Reduced |
| Baskin Financial Services Inc. | 69,344 | $30.6M | 2.32% | +1,803+2.7% | Added |
| Allspring Global Investments Holdings, LLC | 67,772 | $30.9M | 0.05% | +7,197+11.9% | Added |
| Fenimore Asset Management Inc | 69,975 | $30.9M | 0.62% | +11,570+19.8% | Added |
| Millennium Management LLC | 71,375 | $31.5M | 0.03% | +46,888+191.5% | Added |
| RMB Capital Management, LLC | 72,894 | $32.2M | 0.61% | −3,245−4.3% | Reduced |
| Great West Life Assurance Co | 74,196 | $32.8M | 0.05% | +8,749+13.4% | Added |
| Geneva Capital Management LLC | 74,320 | $32.8M | 0.55% | +8,264+12.5% | Added |
| TimesSquare Capital Management, LLC | 74,855 | $33.1M | 0.48% | +11,780+18.7% | Added |
| Swedbank AB | 78,585 | $34.7M | 0.04% | +78,585 | New |
| Anchor Capital Advisors LLC | 79,128 | $34.9M | 1.03% | −2,580−3.2% | Reduced |
| Natixis Advisors, L.P. | 80,492 | $35.5M | 0.06% | −6,418−7.4% | Reduced |
| Wilkinson Global Asset Management LLC | 81,475 | $36.0M | 2.26% | −5,693−6.5% | Reduced |
| Principal Financial Group Inc | 82,517 | $36.4M | 0.02% | −3,447−4.0% | Reduced |
| Squarepoint Ops LLC | 84,330 | $37.2M | 0.08% | −78,676−48.3% | Reduced |
| Donaldson Capital Management, LLC | 84,463 | $37.3M | 1.37% | +82,972+5,564.9% | Added |
| Dearborn Partners LLC | 86,057 | $38.0M | 1.80% | +8,449+10.9% | Added |
| Jane Street Group, LLC | 89,115 | $39.4M | 0.06% | +55,153+162.4% | Added |
| UBS Group AG | 89,562 | $39.6M | 0.01% | −48,857−35.3% | Reduced |
| D. E. Shaw & Co., Inc. | 90,466 | $40.0M | 0.04% | +80,276+787.8% | Added |
| Riverbridge Partners LLC | 92,603 | $40.9M | 0.66% | −10,920−10.5% | Reduced |
| Handelsbanken Fonder AB | 94,058 | $41.5M | 0.15% | −29,400−23.8% | Reduced |
| Citigroup Inc | 95,346 | $42.1M | 0.03% | +46,149+93.8% | Added |
| Premier Fund Managers Ltd | 100,369 | $43.8M | 1.60% | +334+0.3% | Added |
| Stifel Financial Corp | 102,240 | $45.2M | 0.04% | +544+0.5% | Added |
| Swiss National Bank | 105,444 | $46.6M | 0.03% | +7,200+7.3% | Added |
| Conestoga Capital Advisors, LLC | 105,692 | $46.7M | 0.69% | +500+0.5% | Added |
| Rhumbline Advisers | 106,610 | $47.1M | 0.04% | +765+0.7% | Added |
| First Trust Advisors LP | 107,029 | $47.3M | 0.04% | −8,284−7.2% | Reduced |
| Baird Financial Group, Inc. | 107,702 | $47.6M | 0.08% | −223−0.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 108,154 | $47.8M | 0.11% | −45,104−29.4% | Reduced |
| Legal & General Group Plc | 108,889 | $48.1M | 0.01% | +1,122+1.0% | Added |
| Howland Capital Management LLC | 110,429 | $48.8M | 1.99% | −4,395−3.8% | Reduced |
| GW&K Investment Management, LLC | 112,780 | $49.8M | 0.45% | −1,933−1.7% | Reduced |
| Kames Capital plc | 116,225 | $51.1M | 0.65% | +3,660+3.3% | Added |
| Schwartz Investment Counsel Inc | 120,000 | $53.0M | 1.75% | +54,000+81.8% | Added |
| Jacobs Levy Equity Management, Inc | 126,796 | $56.0M | 0.22% | +19,506+18.2% | Added |
| Benjamin Edwards Inc | 128,440 | $56.7M | 0.72% | +2,333+1.9% | Added |
| King Luther Capital Management Corp | 135,032 | $59.6M | 0.26% | +4,538+3.5% | Added |
| Williams Jones Wealth Management, LLC. | 149,383 | $66.0M | 0.79% | +2,977+2.0% | Added |
| CI Private Wealth, LLC | 150,033 | $66.2M | 0.10% | +6,525+4.5% | Added |
| Brown Brothers Harriman & Co | 154,520 | $68.2M | 0.44% | +8,325+5.7% | Added |
| UBS Asset Management Americas Inc | 160,389 | $70.8M | 0.01% | +15,329+10.6% | Added |
| Bank of America Corp | 173,062 | $76.4M | 0.01% | −13,523−7.2% | Reduced |
| Norges Bank | 192,079 | $84.8M | 0.01% | +5,432+2.9% | Added |
| Caledonia Investments PLC | 194,427 | $85.8M | 8.44% | 00.0% | Unchanged |
| Barclays PLC | 195,124 | $86.2M | 0.03% | −31,089−13.7% | Reduced |
| Lord, Abbett & Co. LLC | 198,502 | $87.7M | 0.28% | −41,584−17.3% | Reduced |
| Welch & Forbes LLC | 212,190 | $93.7M | 1.17% | −670.0% | Reduced |
| Citadel Advisors LLC | 212,450 | $93.8M | 0.08% | −78,629−27.0% | Reduced |
| Wellington Management Group LLP | 214,169 | $94.6M | 0.02% | −116,010−35.1% | Reduced |
| Dimensional Fund Advisors LP | 235,737 | $104.1M | 0.02% | +12,380+5.5% | Added |
| Royal Bank of Canada | 248,094 | $109.6M | 0.02% | +18,497+8.1% | Added |
| Envestnet Asset Management Inc | 262,737 | $116.0M | 0.03% | −5,547−2.1% | Reduced |
| Capital International Investors | 271,662 | $120.0M | 0.02% | +271,662 | New |
| Bahl & Gaynor Inc | 278,036 | $122.8M | 0.62% | −12,291−4.2% | Reduced |
| Bank of New York Mellon Corp | 315,347 | $139.3M | 0.03% | −12,956−3.9% | Reduced |
| Davenport & Co LLC | 320,834 | $141.2M | 0.78% | −3,962−1.2% | Reduced |
| Northern Trust Corp | 324,874 | $143.5M | 0.02% | −10,710−3.2% | Reduced |
| JPMorgan Chase & Co | 343,390 | $151.6M | 0.01% | −153,038−30.8% | Reduced |
| Goldman Sachs Group Inc | 344,897 | $152.3M | 0.02% | −123,978−26.4% | Reduced |
| Hamlin Capital Management, LLC | 357,837 | $158.0M | 3.66% | +6,566+1.9% | Added |
| Raymond James Financial Inc | 374,765 | $165.5M | 0.06% | −1,038−0.3% | Reduced |
| Captrust Financial Advisors | 389,104 | $171.8M | 0.38% | +1,234+0.3% | Added |
| Wells Fargo & Company | 463,874 | $204.9M | 0.05% | +5,609+1.2% | Added |
| Neuberger Berman Group LLC | 524,779 | $231.8M | 0.18% | −34,795−6.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 565,169 | $249.6M | 2.11% | −25,331−4.3% | Reduced |
| Morgan Stanley | 590,160 | $260.6M | 0.02% | −78,604−11.8% | Reduced |
| Geode Capital Management, LLC | 629,262 | $277.0M | 0.02% | −132,242−17.4% | Reduced |
| Capital World Investors | 634,018 | $280.0M | 0.04% | 00.0% | Unchanged |
| Blair William & Co | 806,656 | $356.2M | 0.99% | −8,056−1.0% | Reduced |