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 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 2,097 | $926.2K | 0.01% | +205+10.8% | Added |
| Capital Analysts, LLC | 2,091 | $923.0K | 0.03% | +10.0% | Added |
| Sumitomo Life Insurance Co | 2,088 | $922.1K | 0.06% | +735+54.3% | Added |
| Coastal Bridge Advisors, LLC | 2,080 | $918.9K | 0.08% | +2,080 | New |
| Wealth Alliance | 2,011 | $888.0K | 0.10% | +35+1.8% | Added |
| Inceptionr LLC | 1,944 | $858.5K | 0.20% | +1,944 | New |
| Gulf International Bank (UK) Ltd | 1,914 | $845.0K | 0.03% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 1,908 | $842.6K | 0.06% | +5+0.3% | Added |
| Parsons Capital Management Inc | 1,907 | $842.2K | 0.05% | −24−1.2% | Reduced |
| Jain Global LLC | 1,901 | $839.5K | 0.01% | +180+10.5% | Added |
| LGT Fund Management Co Ltd. | 1,900 | $839.1K | 0.07% | +550+40.7% | Added |
| Equitable Trust Co | 1,891 | $835.1K | 0.04% | +695+58.1% | Added |
| Cranbrook Wealth Management, LLC | 1,884 | $832.0K | 0.18% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,865 | $823.6K | 0.02% | +260+16.2% | Added |
| Commerce Bank | 1,841 | $813.0K | 0.00% | −126−6.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,828 | $807.0K | 0.01% | +170+10.3% | Added |
| Atomi Financial Group, Inc. | 1,806 | $797.6K | 0.03% | +84+4.9% | Added |
| TCI Wealth Advisors, Inc. | 1,796 | $793.1K | 0.05% | +1,796 | New |
| Federation des caisses Desjardins du Quebec | 1,788 | $790.0K | 0.00% | −19−1.1% | Reduced |
| AE Wealth Management LLC | 1,780 | $787.2K | 0.01% | −22,726−92.7% | Reduced |
| R Squared Ltd | 1,750 | $772.8K | 0.43% | +1,750 | New |
| Endeavor Private Wealth, Inc. | 1,723 | $761.0K | 0.36% | +155+9.9% | Added |
| Adviser Investments LLC | 1,688 | $745.5K | 0.01% | +9+0.5% | Added |
| Perbak Capital Partners LLP | 1,686 | $744.6K | 0.17% | +1,060+169.3% | Added |
| Allianz Asset Management GmbH | 1,668 | $736.6K | 0.00% | −1,664−49.9% | Reduced |
| LVW Advisors, LLC | 1,664 | $734.9K | 0.08% | −159−8.7% | Reduced |
| Atria Wealth Solutions, Inc. | 1,638 | $723.0K | 0.02% | +35+2.2% | Added |
| Maryland State Retirement & Pension System | 1,616 | $713.7K | 0.02% | 00.0% | Unchanged |
| Caxton Associates LLP | 1,616 | $713.7K | 0.02% | +1,616 | New |
| We Are One Seven, LLC | 1,613 | $712.3K | 0.02% | +1,613 | New |
| Baker Avenue Asset Management, LP | 1,608 | $710.1K | 0.02% | +125+8.4% | Added |
| Davidson Kahn Capital Management, LLC | 1,587 | $703.3K | 0.45% | +151+10.5% | Added |
| HB Wealth Management, LLC | 1,566 | $692.0K | 0.01% | +227+17.0% | Added |
| David Loasby | 1,588 | $690.7K | 0.06% | −117−6.9% | Reduced |
| ProShare Advisors LLC | 1,546 | $682.7K | 0.00% | +62+4.2% | Added |
| Kestra Private Wealth Services, LLC | 1,544 | $681.9K | 0.01% | +123+8.7% | Added |
| Moody Lynn & Lieberson, LLC | 1,541 | $680.5K | 0.04% | −10−0.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,534 | $677.4K | 0.03% | −391−20.3% | Reduced |
| Mattern Capital Management, LLC | 1,526 | $673.9K | 0.08% | +308+25.3% | Added |
| Moneta Group Investment Advisors LLC | 1,508 | $666.0K | 0.01% | −3−0.2% | Reduced |
| Brevan Howard Capital Management LP | 1,504 | $664.2K | 0.01% | −5,910−79.7% | Reduced |
| Golden State Equity Partners | 1,501 | $662.9K | 0.12% | −29−1.9% | Reduced |
| Webster Bank, N. A. | 1,493 | $659.3K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,481 | $654.0K | 0.09% | +57+4.0% | Added |
| BHK Investment Advisors, LLC | 1,471 | $649.6K | 0.25% | +175+13.5% | Added |
| CIBC World Markets Corp | 1,449 | $639.9K | 0.00% | −136−8.6% | Reduced |
| Impact Capital Partners LLC | 1,441 | $636.4K | 0.21% | −34−2.3% | Reduced |
| Private Advisor Group, LLC | 1,430 | $631.5K | 0.00% | +491+52.3% | Added |
| Two Sigma Investments, LP | 1,424 | $628.9K | 0.00% | +1,424 | New |
| Janus Henderson Group PLC | 1,423 | $628.4K | 0.00% | −745−34.4% | Reduced |
| Mayflower Financial Advisors, LLC | 1,421 | $627.5K | 0.09% | −1−0.1% | Reduced |
| QRG Capital Management, Inc. | 1,410 | $622.7K | 0.01% | +157+12.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,407 | $621.4K | 0.01% | −771−35.4% | Reduced |
| Ci Investments Inc. | 1,386 | $612.0K | 0.00% | +32+2.4% | Added |
| Advocate Group LLC | 1,384 | $611.2K | 0.11% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,382 | $610.2K | 0.00% | −63−4.4% | Reduced |
| Susquehanna International Group, LLP | 1,357 | $599.3K | 0.00% | +1,357 | New |
| Shell Asset Management Co | 1,348 | $595.0K | 0.02% | 00.0% | Unchanged |
| Verity & Verity, LLC | 1,322 | $583.6K | 0.05% | +4+0.3% | Added |
| Parallel Advisors, LLC | 1,321 | $583.4K | 0.01% | −53−3.9% | Reduced |
| E. Ohman J:or Asset Management AB | 1,305 | $576.3K | 0.01% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 1,303 | $575.4K | 0.00% | −680−34.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,303 | $575.4K | 0.02% | +2+0.2% | Added |
| Park Avenue Securities LLC | 1,296 | $573.0K | 0.01% | +1,296 | New |
| Bank of Nova Scotia | 1,297 | $572.8K | 0.00% | +632+95.0% | Added |
| M&T Bank Corp | 1,289 | $568.7K | 0.00% | −92−6.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,285 | $567.0K | 0.00% | +793+161.2% | Added |
| Johnson Investment Counsel Inc | 1,281 | $565.7K | 0.01% | +54+4.4% | Added |
| Everence Capital Management Inc | 1,270 | $561.0K | 0.04% | +330+35.1% | Added |
| Alamea Verwaltungs GmbH | 1,270 | $560.9K | 0.42% | +225+21.5% | Added |
| Catalytic Wealth RIA, LLC | 1,237 | $546.3K | 0.04% | +1,237 | New |
| Diversify Wealth Management, LLC | 1,291 | $545.5K | 0.03% | −67−4.9% | Reduced |
| Shelton Capital Management | 1,235 | $545.4K | 0.01% | −21−1.7% | Reduced |
| Heritage Family Offices, LLP | 1,086 | $545.0K | 0.28% | 00.0% | Unchanged |
| Omers Administration Corp | 1,219 | $538.3K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,201 | $530.3K | 0.01% | −3−0.2% | Reduced |
| Tudor Financial Inc. | 1,195 | $527.7K | 0.30% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,191 | $525.0K | 0.04% | +65+5.8% | Added |
| Hilltop Holdings Inc. | 1,189 | $525.0K | 0.03% | −93−7.3% | Reduced |
| First Bank & Trust | 1,185 | $523.3K | 0.09% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,180 | $521.1K | 0.01% | +11+0.9% | Added |
| Sequoia Financial Advisors, LLC | 1,169 | $516.3K | 0.00% | +487+71.4% | Added |
| Lido Advisors, LLC | 1,129 | $498.8K | 0.00% | +77+7.3% | Added |
| Avidian Wealth Solutions, LLC | 1,109 | $489.8K | 0.02% | −106−8.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,102 | $486.0K | 0.07% | +1,102 | New |
| Boreal Capital Management LLC | 1,100 | $485.8K | 0.40% | +1,100 | New |
| Park Place Capital Corp | 1,042 | $474.7K | 0.11% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 1,056 | $466.4K | 0.01% | −17−1.6% | Reduced |
| Park National Corp | 1,042 | $460.2K | 0.02% | +11+1.1% | Added |
| Quantum Private Wealth, LLC | 1,038 | $458.2K | 0.15% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,035 | $457.0K | 0.01% | −21−2.0% | Reduced |
| Advisor OS, LLC | 1,022 | $451.4K | 0.04% | −102−9.1% | Reduced |
| Quadrature Capital Ltd | 1,008 | $444.9K | 0.01% | +1,008 | New |
| Tompkins Financial Corp | 1,000 | $441.6K | 0.04% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,000 | $441.6K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 994 | $439.1K | 0.00% | +339+51.8% | Added |
| Koshinski Asset Management, Inc. | 990 | $437.2K | 0.03% | +534+117.1% | Added |
| Mutual Advisors, LLC | 886 | $434.3K | 0.01% | −14−1.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 983 | $434.1K | 0.01% | +424+75.8% | Added |
| Trust Point Inc. | 971 | $428.8K | 0.04% | −451−31.7% | Reduced |