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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 12,621 | $5.57M | 0.04% | −17,777−58.5% | Reduced |
| HRT Financial LP | 12,477 | $5.51M | 0.02% | +8,900+248.8% | Added |
| KLP Kapitalforvaltning AS | 12,400 | $5.48M | 0.02% | +200+1.6% | Added |
| Canal Capital Management, LLC | 12,236 | $5.40M | 0.85% | +12,236 | New |
| Yousif Capital Management, LLC | 12,148 | $5.36M | 0.06% | −202−1.6% | Reduced |
| Fiduciary Trust Co | 12,027 | $5.31M | 0.07% | −287−2.3% | Reduced |
| Intech Investment Management LLC | 11,897 | $5.25M | 0.05% | +3,272+37.9% | Added |
| Ensign Peak Advisors, Inc | 11,757 | $5.19M | 0.01% | −11,097−48.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 11,759 | $5.19M | 0.03% | +193+1.7% | Added |
| TrueMark Investments, LLC | 11,633 | $5.14M | 1.11% | +11,633 | New |
| Vestmark Advisory Solutions, Inc. | 11,602 | $5.12M | 0.07% | −11,706−50.2% | Reduced |
| US Bancorp | 11,589 | $5.12M | 0.01% | −315−2.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,449 | $5.05M | 0.04% | +1,501+15.1% | Added |
| State of New Jersey Common Pension Fund D | 11,406 | $5.04M | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 11,202 | $4.95M | 0.01% | −131−1.2% | Reduced |
| SummitTX Capital, L.P. | 11,038 | $4.87M | 0.22% | +7,975+260.4% | Added |
| NewEdge Wealth, LLC | 11,707 | $4.87M | 0.08% | −156−1.3% | Reduced |
| Bank of Montreal | 10,877 | $4.80M | 0.00% | −875−7.4% | Reduced |
| Voya Investment Management LLC | 10,759 | $4.75M | 0.00% | −5,459−33.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 10,753 | $4.75M | 0.02% | +3,407+46.4% | Added |
| Advisor Group Holdings, Inc. | 10,118 | $4.66M | 0.01% | +2,931+40.8% | Added |
| Buckhead Capital Management LLC | 10,438 | $4.61M | 1.78% | −700−6.3% | Reduced |
| Guggenheim Capital LLC | 10,368 | $4.58M | 0.04% | +96+0.9% | Added |
| Verition Fund Management LLC | 10,308 | $4.55M | 0.03% | −3,157−23.4% | Reduced |
| Alerus Financial NA | 10,251 | $4.53M | 0.33% | −770−7.0% | Reduced |
| Arizona State Retirement System | 10,172 | $4.49M | 0.03% | +99+1.0% | Added |
| Prosperity Consulting Group, LLC | 10,158 | $4.49M | 0.33% | −465−4.4% | Reduced |
| Monte Financial Group, LLC | 10,083 | $4.45M | 1.73% | +44+0.4% | Added |
| Oppenheimer & Co Inc | 9,968 | $4.40M | 0.06% | −126−1.2% | Reduced |
| Brown Advisory Inc | 9,898 | $4.37M | 0.01% | +2,176+28.2% | Added |
| Pathstone Holdings, LLC | 9,863 | $4.36M | 0.02% | −1,090−10.0% | Reduced |
| Prospect Capital Advisors, LLC | 9,860 | $4.35M | 2.62% | +2,080+26.7% | Added |
| D.A. Davidson & Co. | 9,848 | $4.35M | 0.03% | +210+2.2% | Added |
| Louisiana State Employees Retirement System | 9,800 | $4.33M | 0.08% | 00.0% | Unchanged |
| DnB Asset Management AS | 9,537 | $4.21M | 0.02% | −7,289−43.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 9,519 | $4.20M | 0.04% | +4,700+97.5% | Added |
| Alliance Wealth Advisors, LLC | 9,317 | $4.11M | 1.01% | +244+2.7% | Added |
| Atria Investments LLC | 9,252 | $4.09M | 0.05% | +600+6.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,963 | $3.96M | 0.02% | +637+7.7% | Added |
| Campbell & CO Investment Adviser LLC | 8,954 | $3.95M | 0.25% | +8,954 | New |
| Colony Group, LLC | 8,774 | $3.87M | 0.01% | +250+2.9% | Added |
| Cetera Investment Advisers | 8,710 | $3.85M | 0.01% | +278+3.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,675 | $3.83M | 0.01% | −595−6.4% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 8,493 | $3.75M | 0.94% | +5,476+181.5% | Added |
| State of Michigan Retirement System | 8,383 | $3.70M | 0.02% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 8,382 | $3.70M | 0.38% | +8,382 | New |
| K.J. Harrison & Partners Inc | 8,060 | $3.56M | 0.59% | −1,500−15.7% | Reduced |
| Middleton & Co Inc | 7,815 | $3.45M | 0.39% | −165−2.1% | Reduced |
| CIBC World Markets Inc. | 7,791 | $3.44M | 0.01% | −581−6.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,789 | $3.44M | 0.05% | +44+0.6% | Added |
| Sanctuary Advisors, LLC | 7,562 | $3.34M | 0.02% | +143+1.9% | Added |
| Forsta Ap-Fonden | 7,200 | $3.18M | 0.02% | +200+2.9% | Added |
| Oregon Public Employees Retirement Fund | 7,175 | $3.17M | 0.06% | +100+1.4% | Added |
| Cerity Partners LLC | 7,165 | $3.16M | 0.01% | −1,518−17.5% | Reduced |
| New Mexico Educational Retirement Board | 7,118 | $3.14M | 0.10% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 7,104 | $3.14M | 0.03% | +161+2.3% | Added |
| Centaurus Financial, Inc. | 7,097 | $3.13M | 0.18% | +138+2.0% | 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 |
| IFM Investors Pty Ltd | 6,999 | $3.09M | 0.03% | +311+4.7% | Added |
| Applied Capital LLC | 6,957 | $3.07M | 2.29% | +60+0.9% | Added |
| Freestone Grove Partners LP | 6,928 | $3.06M | 0.02% | +6,928 | New |
| Freedom Day Solutions, LLC | 6,863 | $3.03M | 0.90% | −31−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 6,773 | $2.99M | 0.09% | −80−1.2% | Reduced |
| Appleton Partners Inc | 6,717 | $2.97M | 0.21% | −85−1.2% | Reduced |
| Illinois Municipal Retirement Fund | 6,604 | $2.92M | 0.04% | −1,610−19.6% | Reduced |
| Regions Financial Corp | 6,491 | $2.87M | 0.02% | −107−1.6% | Reduced |
| Swiss Life Asset Management Ltd | 6,448 | $2.85M | 0.02% | +3,261+102.3% | Added |
| Quantinno Capital Management LP | 6,398 | $2.83M | 0.01% | −2,609−29.0% | Reduced |
| TD Asset Management Inc | 6,395 | $2.82M | 0.00% | −280−4.2% | Reduced |
| Two Sigma Securities, LLC | 6,366 | $2.81M | 0.35% | +3,289+106.9% | Added |
| WCM Investment Management, LLC | 6,409 | $2.80M | 0.01% | +11+0.2% | Added |
| Toronto Dominion Bank | 6,326 | $2.79M | 0.01% | +1,086+20.7% | Added |
| Advisors Asset Management, Inc. | 6,258 | $2.76M | 0.05% | +62+1.0% | Added |
| Argent Trust Co | 6,160 | $2.72M | 0.10% | +77+1.3% | Added |
| Van Eck Associates Corp | 6,020 | $2.66M | 0.00% | −384−6.0% | Reduced |
| Creative Planning | 6,001 | $2.65M | 0.00% | −906−13.1% | Reduced |
| Xponance, Inc. | 5,995 | $2.65M | 0.02% | +10+0.2% | Added |
| Empowered Funds, LLC | 5,972 | $2.64M | 0.03% | +45+0.8% | Added |
| Employees Retirement System of Texas | 5,718 | $2.52M | 0.02% | +5,718 | New |
| Utah Retirement Systems | 5,709 | $2.52M | 0.03% | −19−0.3% | Reduced |
| River Road Asset Management, LLC | 5,444 | $2.45M | 0.03% | +83+1.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,484 | $2.42M | 0.12% | +41+0.8% | Added |
| British Columbia Investment Management Corp | 5,477 | $2.42M | 0.01% | −1,185−17.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,425 | $2.40M | 0.00% | −19,685−78.4% | Reduced |
| Univest Financial Corp | 5,286 | $2.33M | 0.14% | −48−0.9% | Reduced |
| Teacher Retirement System of Texas | 5,286 | $2.33M | 0.01% | +194+3.8% | Added |
| Level Four Advisory Services, LLC | 5,285 | $2.33M | 0.09% | −100−1.9% | Reduced |
| Coldstream Capital Management Inc | 5,263 | $2.32M | 0.04% | −90−1.7% | Reduced |
| Barbara Oil Co. | 5,000 | $2.21M | 0.87% | 00.0% | Unchanged |
| Crown Advisors Management, Inc. | 5,000 | $2.21M | 1.76% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 4,915 | $2.17M | 0.02% | +4,915 | New |
| FORA Capital, LLC | 4,885 | $2.16M | 0.24% | +4,885 | New |
| XTX Topco Ltd | 4,776 | $2.11M | 0.09% | +3,476+267.4% | Added |
| GHP Investment Advisors, Inc. | 4,760 | $2.10M | 0.09% | −1,322−21.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,730 | $2.09M | 0.01% | +1,628+52.5% | Added |
| KBC Group NV | 4,700 | $2.08M | 0.01% | +32+0.7% | Added |
| Two Sigma Advisers, LP | 4,700 | $2.08M | 0.00% | +1,900+67.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,671 | $2.06M | 0.01% | −12,011−72.0% | Reduced |
| Bridges Investment Management Inc | 4,655 | $2.06M | 0.03% | +487+11.7% | Added |