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 |
|---|---|---|---|---|---|
| Principia Wealth Advisory, LLC | 1 | $442 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $442 | 0.00% | +1 | New |
| Newbridge Financial Services Group, Inc. | 1 | $442 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $442 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $442 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $441 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Activest Wealth Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −38,781−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −38,469−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −24,755−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −15,718−100.0% | Sold out |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −15,020−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −14,166−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,743−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −7,130−100.0% | Sold out |
| Woodley Farra Manion Portfolio Management Inc | 0 | $0 | 0.00% | −5,882−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,868−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −4,369−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −4,021−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −3,948−100.0% | Sold out |
| Shaker Investments LLC | 0 | $0 | 0.00% | −2,990−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −2,812−100.0% | Sold out |
| Aware Super Pty Ltd as trustee of Aware Super | 0 | $0 | 0.00% | −2,812−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,627−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −2,519−100.0% | Sold out |
| AG2R la Mondiale Gestion D'Actifs | 0 | $0 | 0.00% | −2,871−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −2,244−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,115−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,135−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −1,937−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,820−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −1,643−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −1,605−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −1,589−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −1,364−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −1,362−100.0% | Sold out |
| Parcion Private Wealth LLC | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| Bank of Hawaii | 0 | $0 | 0.00% | −1,201−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −1,187−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −1,118−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,071−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −961−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −926−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −861−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −810−100.0% | Sold out |
| Centennial Wealth Advisory LLC | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −773−100.0% | Sold out |
| International Private Wealth Advisors LLC | 0 | $0 | 0.00% | −766−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −742−100.0% | Sold out |
| First Commonwealth Financial Corp | 0 | $0 | 0.00% | −704−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| My Legacy Advisors, LLC | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| LifeWealth Investments, LLC | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −619−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −611−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −551−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −551−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| VestGen Advisors, LLC | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| Sava Infond d.o.o. | 0 | $0 | 0.00% | −515−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| Tritonpoint Wealth, LLC | 0 | $0 | 0.00% | −461−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −458−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −451−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| Trinity Financial Advisors LLC | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| Rodgers Brothers Inc. | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Seeds Investor LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −407−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| Promus Capital, LLC | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| Penobscot Investment Management Company, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −399−100.0% | Sold out |
| Sargent Investment Group, LLC | 0 | $0 | 0.00% | −398−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Atala Financial Inc | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| ESL Trust Services, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Saudi Central Bank | 0 | $0 | 0.00% | −14−100.0% | Sold out |