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 |
|---|---|---|---|---|---|
| Hunter Associates Investment Management LLC | 4,590 | $2.02M | 0.30% | −1,650−26.4% | Reduced |
| TD Private Client Wealth LLC | 4,558 | $2.01M | 0.05% | −284−5.9% | Reduced |
| Generali Asset Management SPA SGR | 4,512 | $1.99M | 0.05% | −1,275−22.0% | Reduced |
| Nissay Asset Management Corp | 4,469 | $1.97M | 0.01% | +118+2.7% | Added |
| Northwest & Ethical Investments L.P. | 4,434 | $1.96M | 0.05% | +4,434 | New |
| Centiva Capital, LP | 4,431 | $1.96M | 0.13% | +4,431 | New |
| RFG Advisory, LLC | 4,420 | $1.95M | 0.05% | −98−2.2% | Reduced |
| CWM Advisors, LLC | 4,399 | $1.94M | 0.21% | +121+2.8% | Added |
| Lecap Asset Management Ltd | 4,344 | $1.92M | 0.68% | +4,344 | New |
| O'Shaughnessy Asset Management, LLC | 4,268 | $1.88M | 0.01% | −283−6.2% | Reduced |
| Intrepid Capital Management Inc | 4,266 | $1.88M | 0.77% | −96−2.2% | Reduced |
| Lee Financial Co | 4,169 | $1.84M | 0.26% | +409+10.9% | Added |
| Trueblood Wealth Management, LLC | 4,157 | $1.84M | 0.77% | +163+4.1% | Added |
| RSM US Wealth Management LLC | 4,151 | $1.83M | 0.03% | +311+8.1% | Added |
| EverSource Wealth Advisors, LLC | 4,147 | $1.83M | 0.08% | −920−18.2% | Reduced |
| Annandale Capital, LLC | 4,109 | $1.81M | 0.33% | +1,100+36.6% | Added |
| JustInvest LLC | 4,085 | $1.80M | 0.02% | −318−7.2% | Reduced |
| Mariner, LLC | 4,053 | $1.79M | 0.00% | −1,662−29.1% | Reduced |
| Ethic Inc. | 4,029 | $1.76M | 0.03% | −57−1.4% | Reduced |
| OP Asset Management Ltd | 3,939 | $1.74M | 0.03% | +49+1.3% | Added |
| State of Alaska, Department of Revenue | 3,927 | $1.73M | 0.02% | −150−3.7% | Reduced |
| Avanza Fonder AB | 3,886 | $1.72M | 0.05% | +98+2.6% | Added |
| Umb Bank N A | 3,861 | $1.71M | 0.03% | +23+0.6% | Added |
| Prudential Financial Inc | 3,837 | $1.69M | 0.00% | +194+5.3% | Added |
| Citizens Financial Group Inc | 3,827 | $1.69M | 0.03% | +1,004+35.6% | Added |
| Taylor Frigon Capital Management LLC | 3,811 | $1.68M | 0.89% | −142−3.6% | Reduced |
| Birch Capital Management, LLC | 3,790 | $1.67M | 0.86% | −27−0.7% | Reduced |
| Dark Forest Capital Management LP | 3,785 | $1.67M | 0.07% | −4,548−54.6% | Reduced |
| Avantax Advisory Services, Inc. | 3,771 | $1.67M | 0.01% | −1,138−23.2% | Reduced |
| Capital Investment Advisory Services, LLC | 3,735 | $1.65M | 0.14% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,709 | $1.64M | 0.00% | +278+8.1% | Added |
| Mirabaud Asset Management Ltd | 3,691 | $1.61M | 0.75% | +1,001+37.2% | Added |
| Freemont Management S.A. | 3,600 | $1.59M | 0.26% | +900+33.3% | Added |
| Access Financial Services, Inc. | 3,560 | $1.57M | 0.59% | +148+4.3% | Added |
| CoreCap Advisors, LLC | 3,478 | $1.54M | 0.06% | +152+4.6% | Added |
| MML Investors Services, LLC | 3,451 | $1.52M | 0.00% | +11+0.3% | Added |
| Alpha Omega Wealth Management LLC | 3,403 | $1.50M | 0.27% | −6−0.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,380 | $1.49M | 0.02% | −370−9.9% | Reduced |
| Man Group plc | 3,375 | $1.49M | 0.00% | −11,848−77.8% | Reduced |
| Aigen Investment Management, LP | 3,322 | $1.47M | 0.20% | +2,536+322.6% | Added |
| Semanteon Capital Management, LP | 3,314 | $1.46M | 2.21% | +2,606+368.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,272 | $1.44M | 0.06% | −170−4.9% | Reduced |
| Perigon Wealth Management, LLC | 3,244 | $1.43M | 0.03% | −290−8.2% | Reduced |
| Chicago Trust Co NA | 3,236 | $1.43M | 0.20% | +115+3.7% | Added |
| Old National Bancorp | 3,189 | $1.41M | 0.03% | −808−20.2% | Reduced |
| Jones Financial Companies LLLP | 3,148 | $1.37M | 0.00% | +1,155+58.0% | Added |
| Belpointe Asset Management LLC | 3,102 | $1.37M | 0.06% | +299+10.7% | Added |
| Mackenzie Financial Corp | 3,098 | $1.37M | 0.00% | +1,045+50.9% | Added |
| Redwood Investment Management, LLC | 3,094 | $1.37M | 0.14% | +3,094 | New |
| GWM Advisors LLC | 3,084 | $1.36M | 0.01% | −129−4.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,081 | $1.36M | 0.05% | +3+0.1% | Added |
| Saturna Capital CORP | 3,051 | $1.35M | 0.02% | −212−6.5% | Reduced |
| Fox Run Management, L.L.C. | 3,049 | $1.35M | 0.22% | +2,078+214.0% | Added |
| J. W. Coons Advisors, LLC | 3,047 | $1.35M | 0.30% | −32−1.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,029 | $1.34M | 0.13% | −98−3.1% | Reduced |
| Portside Wealth Group, LLC | 3,014 | $1.33M | 0.20% | −30−1.0% | Reduced |
| Chicago Capital, LLC | 2,996 | $1.32M | 0.03% | −49−1.6% | Reduced |
| Federated Hermes, Inc. | 2,944 | $1.30M | 0.00% | −93−3.1% | Reduced |
| Cresset Asset Management, LLC | 2,927 | $1.29M | 0.01% | −4,375−59.9% | Reduced |
| Confluence Wealth Services, Inc. | 2,911 | $1.29M | 0.07% | +38+1.3% | Added |
| Daiwa Securities Group Inc. | 2,900 | $1.28M | 0.00% | 00.0% | Unchanged |
| Ilex Capital Partners (UK) LLP | 2,807 | $1.24M | 0.04% | +2,807 | New |
| LGT Group Foundation | 2,771 | $1.22M | 0.02% | −25,076−90.0% | Reduced |
| Harvey Investment Co LLC | 2,745 | $1.21M | 0.13% | +30+1.1% | Added |
| Securian Asset Management, Inc | 2,706 | $1.20M | 0.03% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,669 | $1.18M | 0.02% | +1,763+194.6% | Added |
| Oddo BHF Asset Management SAS | 2,668 | $1.18M | 0.04% | −45−1.7% | Reduced |
| Schroder Investment Management Group | 2,627 | $1.16M | 0.00% | −2,340−47.1% | Reduced |
| Eastern Bank | 2,625 | $1.16M | 0.02% | −27−1.0% | Reduced |
| Bokf, NA | 2,621 | $1.16M | 0.02% | +147+5.9% | Added |
| Change Path, LLC | 2,561 | $1.13M | 0.03% | −596−18.9% | Reduced |
| Charter Oak Capital Management, LLC | 2,550 | $1.13M | 0.10% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,544 | $1.12M | 0.01% | +68+2.7% | Added |
| Parr McKnight Wealth Management Group, LLC | 2,532 | $1.12M | 0.15% | +2,532 | New |
| Summit Trail Advisors, LLC | 2,531 | $1.12M | 0.02% | +2,531 | New |
| Knollwood Investment Advisory, LLC | 2,523 | $1.11M | 0.11% | 00.0% | Unchanged |
| Centennial Bank | 2,442 | $1.08M | 0.45% | −22−0.9% | Reduced |
| SlateStone Wealth, LLC | 2,402 | $1.06M | 0.10% | +215+9.8% | Added |
| Entropy Technologies, LP | 2,395 | $1.06M | 0.08% | +1,945+432.2% | Added |
| Lindenwold Advisors | 2,381 | $1.05M | 0.55% | −5−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 2,342 | $1.03M | 0.02% | +283+13.7% | Added |
| Beacon Pointe Advisors, LLC | 2,335 | $1.03M | 0.01% | −9−0.4% | Reduced |
| Roundview Capital LLC | 2,334 | $1.03M | 0.07% | +887+61.3% | Added |
| Gateway Investment Advisers LLC | 2,326 | $1.03M | 0.01% | −590−20.2% | Reduced |
| Concurrent Investment Advisors, LLC | 2,321 | $1.02M | 0.02% | −72−3.0% | Reduced |
| Sterling Capital Management LLC | 2,317 | $1.02M | 0.01% | +395+20.6% | Added |
| SG Americas Securities, LLC | 2,309 | $1.02M | 0.00% | +1,465+173.6% | Added |
| Callan Family Office, LLC | 2,306 | $1.02M | 0.03% | +1,483+180.2% | Added |
| Crawford Investment Counsel Inc | 2,271 | $1.00M | 0.02% | +7+0.3% | Added |
| CIBC Asset Management Inc | 2,253 | $995.0K | 0.00% | +8+0.4% | Added |
| Tounjian Advisory Partners, LLC | 1,954 | $992.9K | 0.19% | −26−1.3% | Reduced |
| American National Bank | 2,245 | $991.4K | 0.10% | −242−9.7% | Reduced |
| Ascent Group, LLC | 2,242 | $990.1K | 0.04% | −93−4.0% | Reduced |
| Mercer Global Advisors Inc | 2,235 | $986.8K | 0.00% | −120−5.1% | Reduced |
| Elevated Capital Advisors, LLC | 1,918 | $974.7K | 0.27% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,202 | $972.5K | 0.03% | −10−0.5% | Reduced |
| Cox Capital Mgt LLC | 2,200 | $971.6K | 0.66% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 2,199 | $971.0K | 0.07% | +7+0.3% | Added |
| Norden Group LLC | 2,188 | $966.2K | 0.10% | −92−4.0% | Reduced |
| TownSquare Capital, LLC | 2,186 | $965.4K | 0.09% | −22,885−91.3% | Reduced |