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 |
|---|---|---|---|---|---|
| Cordatus Wealth Management LLC | 542 | $239.0K | 0.06% | +3+0.6% | Added |
| IFP Advisors, Inc | 316 | $237.2K | 0.01% | −86−21.4% | Reduced |
| Insigneo Advisory Services, LLC | 535 | $236.3K | 0.02% | −45−7.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 530 | $234.2K | 0.11% | −11−2.0% | Reduced |
| International Assets Investment Management, LLC | 530 | $234.1K | 0.02% | −1−0.2% | Reduced |
| Synovus Financial Corp | 522 | $230.5K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 520 | $229.6K | 0.00% | +44+9.2% | Added |
| Breakwater Capital Group | 520 | $229.6K | 0.04% | 00.0% | Unchanged |
| Woodstock Corp | 517 | $228.3K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 521 | $227.4K | 0.01% | +521 | New |
| KKM Financial LLC | 508 | $224.3K | 0.08% | 00.0% | Unchanged |
| Fundamentun, LLC | 503 | $222.1K | 0.01% | −14−2.7% | Reduced |
| Corton Capital Inc. | 503 | $222.1K | 0.26% | +503 | New |
| Tower Wealth Partners, Inc. | 502 | $221.7K | 0.13% | +10+2.0% | Added |
| River Wealth Advisors LLC | 500 | $220.8K | 0.03% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 500 | $220.8K | 0.03% | 00.0% | Unchanged |
| Capital International Sarl | 500 | $220.8K | 0.00% | +500 | New |
| Diversify Advisory Services, LLC | 523 | $220.8K | 0.01% | +56+12.0% | Added |
| Forum Financial Management, LP | 492 | $217.3K | 0.00% | −47−8.7% | Reduced |
| First Horizon Advisors, Inc. | 491 | $216.8K | 0.01% | −78−13.7% | Reduced |
| Northside Capital Management, LLC | 488 | $215.7K | 0.02% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 487 | $215.1K | 0.01% | −1,040−68.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 485 | $214.2K | 0.01% | −65−11.8% | Reduced |
| Integrity Alliance, LLC. | 485 | $214.2K | 0.01% | +39+8.7% | Added |
| Prudential PLC | 477 | $210.7K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 476 | $210.1K | 0.01% | −52−9.8% | Reduced |
| Waldron Private Wealth LLC | 473 | $208.9K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 473 | $208.9K | 0.00% | +473 | New |
| Berkshire Asset Management LLC | 472 | $208.3K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 468 | $206.7K | 0.00% | −12−2.5% | Reduced |
| Curat Global, LLC | 460 | $203.1K | 0.19% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 459 | $202.8K | 0.02% | +1+0.2% | Added |
| BankPlus Trust Department | 458 | $202.3K | 0.06% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 453 | $200.1K | 0.03% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 433 | $191.2K | 0.01% | −41−8.6% | Reduced |
| Hilltop National Bank | 424 | $187.2K | 0.05% | +424 | New |
| Whittier Trust Co | 398 | $175.8K | 0.00% | +61+18.1% | Added |
| Principal Securities, Inc. | 386 | $170.5K | 0.00% | +13+3.5% | Added |
| Colonial Trust Co | 379 | $167.4K | 0.02% | −15−3.8% | Reduced |
| Ronald Blue Trust, Inc. | 378 | $166.9K | 0.00% | +63+20.0% | Added |
| Archer Investment Corp | 356 | $157.2K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 356 | $157.1K | 0.01% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 348 | $153.7K | 0.04% | +348 | New |
| Bellwether Advisors, LLC | 329 | $145.3K | 0.02% | +46+16.3% | Added |
| Covestor Ltd | 324 | $143.0K | 0.08% | −66−16.9% | Reduced |
| Quest Partners LLC | 316 | $139.6K | 0.01% | −736−70.0% | Reduced |
| Central Trust Co | 315 | $139.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 211 | $138.5K | 0.01% | −30−12.4% | Reduced |
| Y.D. More Investments Ltd | 300 | $132.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 298 | $131.5K | 0.00% | −22−6.9% | Reduced |
| Evermay Wealth Management LLC | 295 | $130.3K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 290 | $128.2K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 288 | $127.0K | 0.02% | +123+74.5% | Added |
| Financial Network Wealth Advisors LLC | 287 | $126.8K | 0.15% | +5+1.8% | Added |
| Clearstead Advisors, LLC | 285 | $125.9K | 0.00% | +9+3.3% | Added |
| GeoWealth Management, LLC | 277 | $122.3K | 0.00% | +113+68.9% | Added |
| Headlands Technologies LLC | 275 | $121.4K | 0.01% | +275 | New |
| MTM Investment Management, LLC | 264 | $116.5K | 0.04% | +264 | New |
| North Capital, Inc. | 255 | $112.6K | 0.10% | 00.0% | Unchanged |
| National Bank of Canada | 243 | $107.3K | 0.00% | −1,064−81.4% | Reduced |
| Cove Street Capital, LLC | 240 | $106.0K | 0.16% | 00.0% | Unchanged |
| Trust Co of Vermont | 238 | $105.1K | 0.00% | +22+10.2% | Added |
| Geneos Wealth Management Inc. | 237 | $104.7K | 0.00% | −474−66.7% | Reduced |
| Larson Financial Group LLC | 232 | $102.5K | 0.00% | −1,038−81.7% | Reduced |
| Ostrum Asset Management | 230 | $101.6K | 0.00% | −5−2.1% | Reduced |
| MCF Advisors LLC | 214 | $94.5K | 0.01% | +68+46.6% | Added |
| Smartleaf Asset Management LLC | 203 | $88.6K | 0.01% | +14+7.4% | Added |
| Barrett & Company, Inc. | 200 | $88.3K | 0.03% | +200 | New |
| Whittier Trust Co of Nevada Inc | 194 | $85.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 193 | $85.1K | 0.01% | −24−11.1% | Reduced |
| Richardson Financial Services Inc. | 185 | $84.3K | 0.06% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 190 | $83.9K | 0.01% | +190 | New |
| Mascoma Wealth Management LLC | 175 | $77.3K | 0.02% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 160 | $70.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 145 | $64.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 145 | $64.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 135 | $59.6K | 0.00% | +134+13,400.0% | Added |
| Global Retirement Partners, LLC | 134 | $59.2K | 0.00% | +134 | New |
| Resources Management Corp | 125 | $55.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 116 | $51.2K | 0.00% | +26+28.9% | Added |
| Hantz Financial Services, Inc. | 112 | $49.0K | 0.00% | +104+1,300.0% | Added |
| Acadian Asset Management LLC | 110 | $48.0K | 0.00% | +110 | New |
| Fortitude Family Office, LLC | 108 | $47.7K | 0.02% | +90+500.0% | Added |
| Golden State Wealth Management, LLC | 106 | $46.8K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 96 | $41.1K | 0.47% | +94+4,700.0% | Added |
| Chilton Capital Management LLC | 76 | $33.6K | 0.00% | +76 | New |
| TD Waterhouse Canada Inc. | 72 | $32.8K | 0.00% | +51+242.9% | Added |
| St Germain D J Co Inc | 72 | $31.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 67 | $29.8K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 67 | $29.6K | 0.01% | −21−23.9% | Reduced |
| Rialto Wealth Management, LLC | 65 | $28.7K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 65 | $28.7K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 59 | $26.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 58 | $25.7K | 0.00% | +58 | New |
| UMA Financial Services, Inc. | 56 | $24.7K | 0.00% | −2−3.4% | Reduced |
| TCTC Holdings, LLC | 56 | $24.7K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 55 | $24.3K | 0.01% | −11−16.7% | Reduced |
| Harbour Investments, Inc. | 55 | $24.3K | 0.00% | −13−19.1% | Reduced |
| Kestra Investment Management, LLC | 47 | $23.9K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 54 | $23.8K | 0.01% | +5+10.2% | Added |