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 |
|---|---|---|---|---|---|
| Burney Co | 960 | $424.0K | 0.01% | −65−6.3% | Reduced |
| Ellevest, Inc. | 951 | $420.0K | 0.07% | +8+0.8% | Added |
| Adell Harriman & Carpenter Inc | 945 | $417.3K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 941 | $415.4K | 0.02% | −34−3.5% | Reduced |
| Certior Financial Group, LLC | 940 | $414.9K | 0.32% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 939 | $414.7K | 0.05% | −49−5.0% | Reduced |
| Fifth Third Bancorp | 937 | $413.8K | 0.00% | −91−8.9% | Reduced |
| Congress Wealth Management LLC | 933 | $412.3K | 0.00% | −1,762−65.4% | Reduced |
| Everpar Advisors LLC | 929 | $410.3K | 0.19% | −16−1.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 923 | $407.6K | 0.05% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 919 | $405.9K | 0.16% | +69+8.1% | Added |
| Siemens Fonds Invest GmbH | 916 | $404.5K | 0.02% | +83+10.0% | Added |
| Arkadios Wealth Advisors | 910 | $401.9K | 0.01% | +231+34.0% | Added |
| Flputnam Investment Management Co | 909 | $401.4K | 0.01% | +35+4.0% | Added |
| Compass Ion Advisors, LLC | 905 | $399.7K | 0.04% | +4+0.4% | Added |
| Investment Management Corp of Ontario | 901 | $397.9K | 0.01% | −100−10.0% | Reduced |
| HM Payson & Co | 888 | $392.2K | 0.01% | +378+74.1% | Added |
| HighPoint Advisor Group LLC | 878 | $387.7K | 0.02% | +125+16.6% | Added |
| Waterloo Capital, L.P. | 876 | $387.0K | 0.03% | −35−3.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 868 | $383.3K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 846 | $373.6K | 0.01% | −74−8.0% | Reduced |
| PAX Financial Group, LLC | 844 | $372.9K | 0.07% | −77−8.4% | Reduced |
| Boston Family Office LLC | 835 | $369.0K | 0.02% | +835 | New |
| MQS Management LLC | 833 | $367.9K | 0.20% | +833 | New |
| STRS Ohio | 832 | $367.4K | 0.00% | −1,611−65.9% | Reduced |
| Cynosure Management, LLC | 814 | $359.5K | 0.04% | +82+11.2% | Added |
| Enhancing Capital LLC | 812 | $358.6K | 0.27% | −1−0.1% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 810 | $357.7K | 0.03% | 00.0% | Unchanged |
| Washington Trust Bank | 805 | $355.5K | 0.03% | +805 | New |
| Haverford Trust Co | 802 | $354.2K | 0.00% | −62−7.2% | Reduced |
| Somerville Kurt F | 800 | $353.3K | 0.06% | 00.0% | Unchanged |
| Versor Investments LP | 799 | $352.9K | 0.06% | −2,602−76.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 795 | $351.1K | 0.00% | +395+98.8% | Added |
| Intrust Bank NA | 795 | $351.1K | 0.03% | −12−1.5% | Reduced |
| CWM, LLC | 793 | $350.0K | 0.00% | −74−8.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 789 | $348.4K | 0.00% | −89−10.1% | Reduced |
| Stephens Inc | 786 | $347.1K | 0.00% | −16−2.0% | Reduced |
| Quadrant Capital Group LLC | 783 | $345.8K | 0.01% | −1,301−62.4% | Reduced |
| Oxford Asset Management LLP | 780 | $344.5K | 0.11% | +780 | New |
| JTC Employer Solutions Trusteee Ltd | 780 | $344.0K | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 777 | $343.1K | 0.02% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 771 | $340.4K | 0.05% | +46+6.3% | Added |
| Profund Advisors LLC | 769 | $339.6K | 0.01% | −46−5.6% | Reduced |
| Greenleaf Trust | 768 | $339.2K | 0.00% | −169−18.0% | Reduced |
| GAMMA Investing LLC | 766 | $338.3K | 0.02% | −174−18.5% | Reduced |
| Tower Research Capital LLC (TRC) | 762 | $336.5K | 0.01% | −550−41.9% | Reduced |
| Heartwood Wealth Advisors LLC | 761 | $336.1K | 0.04% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 756 | $333.7K | 0.01% | +12+1.6% | Added |
| DRW Securities, LLC | 752 | $332.1K | 0.02% | +752 | New |
| Gibbs Wealth Management | 752 | $332.1K | 0.06% | +169+29.0% | Added |
| Catalyst Funds Management Pty Ltd | 749 | $330.8K | 0.09% | +749 | New |
| Aster Capital Management (DIFC) Ltd | 746 | $329.4K | 0.07% | −2,812−79.0% | Reduced |
| Vestcor Inc | 741 | $327.0K | 0.01% | −687−48.1% | Reduced |
| Petrus Trust Company, LTA | 735 | $324.6K | 0.03% | +735 | New |
| Evergreen Capital Management LLC | 724 | $319.7K | 0.01% | −524−42.0% | Reduced |
| Taylor Hoffman Capital Management LLC | 724 | $319.7K | 0.11% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 723 | $318.0K | 0.00% | +16+2.3% | Added |
| Yarbrough Capital, LLC | 716 | $316.2K | 0.01% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 679 | $311.5K | 0.28% | −1−0.1% | Reduced |
| Fiduciary Financial Group, LLC | 680 | $309.8K | 0.06% | −98−12.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 698 | $308.3K | 0.02% | −133−16.0% | Reduced |
| Checchi Capital Advisers, LLC | 693 | $306.0K | 0.02% | −42−5.7% | Reduced |
| Berry Wealth Group, LP | 690 | $304.7K | 0.21% | +52+8.2% | Added |
| Groesbeck Investment Management Corp | 686 | $303.0K | 0.53% | 00.0% | Unchanged |
| Platform Technology Partners | 685 | $302.5K | 0.08% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 682 | $301.2K | 0.00% | −4−0.6% | Reduced |
| Fulcrum Capital LLC | 671 | $296.3K | 0.06% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 670 | $296.0K | 0.02% | −9−1.3% | Reduced |
| Toroso Investments, LLC | 666 | $294.1K | 0.00% | −294−30.6% | Reduced |
| Crestwood Advisors Group LLC | 660 | $291.5K | 0.01% | −2−0.3% | Reduced |
| Vise Technologies, Inc. | 642 | $283.6K | 0.01% | +642 | New |
| National Pension Service | 642 | $283.5K | 0.00% | +496+339.7% | Added |
| Advisory Services Network, LLC | 612 | $276.1K | 0.00% | +17+2.9% | Added |
| Blue Barn Wealth, LLC | 609 | $268.9K | 0.13% | −3−0.5% | Reduced |
| Rafferty Asset Management, LLC | 609 | $268.9K | 0.00% | +12+2.0% | Added |
| Sagespring Wealth Partners, LLC | 609 | $268.8K | 0.01% | −14−2.2% | Reduced |
| FourThought Financial Partners, LLC | 607 | $268.1K | 0.03% | +4+0.7% | Added |
| Csenge Advisory Group | 603 | $267.6K | 0.01% | −51−7.8% | Reduced |
| Bessemer Group Inc | 601 | $265.0K | 0.00% | +264+78.3% | Added |
| UniSuper Management Pty Ltd | 600 | $265.0K | 0.00% | −100−14.3% | Reduced |
| Boit C F David | 600 | $265.0K | 0.13% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 600 | $265.0K | 0.07% | +600 | New |
| Great Valley Advisor Group, Inc. | 599 | $264.0K | 0.01% | −537−47.3% | Reduced |
| Integrated Wealth Concepts LLC | 592 | $261.5K | 0.00% | −629−51.5% | Reduced |
| Ossiam | 592 | $261.4K | 0.00% | +334+129.5% | Added |
| MAI Capital Management | 589 | $260.3K | 0.00% | +115+24.3% | Added |
| Pensionmark Financial Group, LLC | 589 | $260.0K | 0.01% | +589 | New |
| Signaturefd, LLC | 587 | $259.3K | 0.00% | −79−11.9% | Reduced |
| Eagle Global Advisors LLC | 586 | $258.9K | 0.01% | −26−4.2% | Reduced |
| Clear Street Markets LLC | 573 | $253.0K | 0.09% | +573 | New |
| Apollon Wealth Management, LLC | 567 | $250.5K | 0.00% | −88−13.4% | Reduced |
| Dakota Wealth Management | 566 | $250.0K | 0.01% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 580 | $246.8K | 0.09% | +110+23.4% | Added |
| Legacy Trust | 556 | $245.5K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 554 | $244.5K | 0.03% | −19−3.3% | Reduced |
| Huntington National Bank | 551 | $243.3K | 0.00% | −36−6.1% | Reduced |
| Aureus Asset Management, LLC | 551 | $243.3K | 0.02% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 550 | $242.9K | 0.15% | −10−1.8% | Reduced |
| Autumn Glory Partners, LLC | 548 | $242.0K | 0.11% | 00.0% | Unchanged |
| Magnetar Financial LLC | 548 | $242.0K | 0.00% | +548 | New |