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 |
|---|---|---|---|---|---|
| Storebrand Asset Management AS | 40,033 | $17.7M | 0.05% | +1,936+5.1% | Added |
| Motley Fool Asset Management LLC | 39,893 | $17.6M | 0.81% | −5,282−11.7% | Reduced |
| Dudley & Shanley, Inc. | 39,833 | $17.6M | 2.76% | +14,405+56.7% | Added |
| LaFleur & Godfrey LLC | 39,378 | $17.4M | 2.17% | +1,122+2.9% | Added |
| Andra AP-fonden | 39,200 | $17.3M | 0.24% | +37,620+2,381.0% | Added |
| Bath Savings Trust Co | 39,191 | $17.3M | 1.75% | −123−0.3% | Reduced |
| Grace & White Inc | 39,080 | $17.3M | 3.16% | −50−0.1% | Reduced |
| Ameriprise Financial Inc | 38,981 | $17.2M | 0.00% | −300−0.8% | Reduced |
| DekaBank Deutsche Girozentrale | 38,869 | $16.8M | 0.03% | +39+0.1% | Added |
| Washington Trust Co | 37,563 | $16.6M | 0.59% | −603−1.6% | Reduced |
| State Board of Administration of Florida Retirement System | 37,441 | $16.5M | 0.03% | +1,298+3.6% | Added |
| Jennison Associates LLC | 36,771 | $16.2M | 0.01% | −12,106−24.8% | Reduced |
| Running Oak Capital LLC | 36,391 | $16.1M | 1.79% | +4,576+14.4% | Added |
| New York State Teachers Retirement System | 35,411 | $15.6M | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 34,233 | $15.1M | 0.06% | +29+0.1% | Added |
| Carnegie Capital Asset Management, LLC | 33,933 | $15.0M | 0.30% | +162+0.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 33,687 | $14.9M | 0.13% | −110−0.3% | Reduced |
| Covington Investment Advisors Inc. | 33,007 | $14.6M | 2.08% | +787+2.4% | Added |
| Teachers Retirement System of the State of Kentucky | 32,842 | $14.5M | 0.12% | −1,386−4.0% | Reduced |
| Wendell David Associates Inc | 32,073 | $14.2M | 1.42% | −150.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 31,761 | $14.0M | 0.05% | +3,191+11.2% | Added |
| Franklin Resources Inc | 31,681 | $14.0M | 0.00% | −21,390−40.3% | Reduced |
| Standard Life Aberdeen plc | 31,956 | $13.9M | 0.02% | +19,136+149.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,465 | $13.9M | 0.13% | +9,835+45.5% | Added |
| Engineers Gate Manager LP | 31,309 | $13.8M | 0.17% | +30,595+4,285.0% | Added |
| Price T Rowe Associates Inc | 30,809 | $13.6M | 0.00% | −19,779−39.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29,386 | $13.0M | 0.01% | +1,994+7.3% | Added |
| LPL Financial LLC | 28,476 | $12.6M | 0.00% | +138+0.5% | Added |
| BLI - Banque de Luxembourg Investments | 28,200 | $12.3M | 0.35% | −1,800−6.0% | Reduced |
| Vantage Investment Partners, LLC | 27,336 | $12.1M | 0.88% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 27,011 | $11.9M | 0.05% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 26,532 | $11.7M | 0.01% | +10,931+70.1% | Added |
| Patrick Mauro Investment Advisor, INC. | 27,004 | $11.4M | 6.45% | +1,947+7.8% | Added |
| Aviva PLC | 25,693 | $11.3M | 0.02% | +24,494+2,042.9% | Added |
| Korea Investment CORP | 25,625 | $11.3M | 0.03% | +2,840+12.5% | Added |
| Stratos Wealth Partners, LTD. | 24,952 | $11.0M | 0.15% | +948+3.9% | Added |
| Thrivent Financial for Lutherans | 24,884 | $11.0M | 0.02% | −9,240−27.1% | Reduced |
| Heartland Advisors Inc | 24,234 | $10.7M | 0.60% | +4,673+23.9% | Added |
| Prospera Financial Services Inc | 24,186 | $10.7M | 0.20% | +23,273+2,549.1% | Added |
| Crown Oak Advisors, LLC | 23,921 | $10.6M | 5.00% | −450−1.8% | Reduced |
| Voloridge Investment Management, LLC | 23,777 | $10.5M | 0.04% | +14,568+158.2% | Added |
| Motley Fool Wealth Management, LLC | 23,111 | $10.2M | 0.62% | −2,689−10.4% | Reduced |
| Qube Research & Technologies Ltd | 22,612 | $9.99M | 0.01% | +22,612 | New |
| Oppenheimer Asset Management Inc. | 21,849 | $9.65M | 0.11% | −531−2.4% | Reduced |
| Rockefeller Capital Management L.P. | 21,717 | $9.59M | 0.02% | +1,013+4.9% | Added |
| Quantbot Technologies LP | 21,662 | $9.57M | 0.25% | +18,245+533.9% | Added |
| Buck Wealth Strategies, LLC | 21,444 | $9.47M | 1.44% | +2,308+12.1% | Added |
| Victory Capital Management Inc | 21,272 | $9.39M | 0.01% | −2,664−11.1% | Reduced |
| Manufacturers Life Insurance Company, The | 21,167 | $9.35M | 0.01% | −280−1.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 20,900 | $9.23M | 0.09% | +1,950+10.3% | Added |
| DF Dent & Co Inc | 20,483 | $9.05M | 0.11% | +1,863+10.0% | Added |
| Truist Financial Corp | 19,988 | $8.83M | 0.01% | −870−4.2% | Reduced |
| Kensington Investment Counsel, LLC | 19,488 | $8.61M | 3.69% | +339+1.8% | Added |
| State of Wisconsin Investment Board | 19,282 | $8.52M | 0.02% | −435−2.2% | Reduced |
| Marks Group Wealth Management, Inc | 18,874 | $8.34M | 0.78% | +934+5.2% | Added |
| Vision Capital Management, Inc. | 18,847 | $8.32M | 1.09% | +998+5.6% | Added |
| MetLife Investment Management | 18,785 | $8.30M | 0.05% | −553−2.9% | Reduced |
| American Century Companies Inc | 18,711 | $8.26M | 0.00% | +2,803+17.6% | Added |
| Anchor Investment Management, LLC | 18,266 | $8.07M | 0.71% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 18,053 | $7.97M | 0.11% | +1,483+8.9% | Added |
| Arcadia Investment Management Corp | 17,638 | $7.79M | 1.25% | −250−1.4% | Reduced |
| New York State Common Retirement Fund | 17,548 | $7.75M | 0.01% | −100−0.6% | Reduced |
| Nisa Investment Advisors, LLC | 17,398 | $7.68M | 0.03% | −92−0.5% | Reduced |
| Mutual of America Capital Management LLC | 17,348 | $7.66M | 0.08% | −577−3.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,234 | $7.61M | 1.84% | −637−3.6% | Reduced |
| Gotham Asset Management, LLC | 17,192 | $7.59M | 0.05% | −24,864−59.1% | Reduced |
| Redmond Asset Management, LLC | 17,030 | $7.52M | 1.79% | +716+4.4% | Added |
| Marshall Wace, LLP | 17,025 | $7.52M | 0.01% | −61,890−78.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,993 | $7.31M | 0.01% | +218+1.4% | Added |
| Nomura Asset Management Co Ltd | 16,475 | $7.28M | 0.02% | +698+4.4% | Added |
| TrimTabs Asset Management, LLC | 16,468 | $7.27M | 1.02% | +10,557+178.6% | Added |
| FineMark National Bank & Trust | 16,287 | $7.19M | 0.24% | +71+0.4% | Added |
| Treasurer of the State of North Carolina | 16,258 | $7.18M | 0.02% | +437+2.8% | Added |
| Royal London Asset Management Ltd | 16,083 | $7.10M | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 16,061 | $7.09M | 0.05% | −238−1.5% | Reduced |
| Tower Bridge Advisors | 16,046 | $7.09M | 0.76% | −682−4.1% | Reduced |
| Naples Global Advisors, LLC | 15,873 | $7.01M | 0.60% | −10−0.1% | Reduced |
| Achmea Investment Management B.V. | 15,722 | $6.94M | 0.09% | −2,227−12.4% | Reduced |
| United Capital Financial Advisers, LLC | 15,282 | $6.75M | 0.05% | −174−1.1% | Reduced |
| 2Xideas AG | 15,000 | $6.62M | 1.14% | +1,556+11.6% | Added |
| Princeton Global Asset Management LLC | 14,659 | $6.47M | 1.17% | +136+0.9% | Added |
| Carderock Capital Management Inc | 14,486 | $6.40M | 1.64% | +638+4.6% | Added |
| Marsico Capital Management LLC | 14,415 | $6.37M | 0.17% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,411 | $6.36M | 0.01% | −1,414−8.9% | Reduced |
| The PNC Financial Services Group, Inc. | 14,388 | $6.35M | 0.00% | +148+1.0% | Added |
| Danske Bank A/S | 14,357 | $6.34M | 0.02% | −19,827−58.0% | Reduced |
| Southernsun Asset Management, LLC | 14,334 | $6.33M | 0.89% | +71+0.5% | Added |
| HSBC Holdings PLC | 13,787 | $6.07M | 0.00% | −9,811−41.6% | Reduced |
| Public Employees Retirement System of Ohio | 13,481 | $5.95M | 0.02% | +40+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,356 | $5.90M | 0.01% | +86+0.6% | Added |
| BNP Paribas Arbitrage, SA | 13,318 | $5.88M | 0.00% | −3,439−20.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,257 | $5.85M | 0.05% | +774+6.2% | Added |
| William Blair Investment Management, LLC | 13,202 | $5.83M | 0.02% | −15,635−54.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 13,020 | $5.75M | 0.95% | −262−2.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 13,000 | $5.74M | 0.04% | +700+5.7% | Added |
| Asset Management One Co.,Ltd. | 12,991 | $5.74M | 0.02% | −93−0.7% | Reduced |
| Nicholas Company, Inc. | 12,948 | $5.72M | 0.10% | +1,575+13.8% | Added |
| State of Tennessee, Treasury Department | 12,933 | $5.71M | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,848 | $5.67M | 0.01% | −1,275−9.0% | Reduced |
| Bradley Foster & Sargent Inc | 12,701 | $5.61M | 0.09% | −30,759−70.8% | Reduced |