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, Q3 2025
Institutional positions in Watsco Inc as of Sep 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
- 780
- −16 vs. Q2 2025
- Shares held
- 36.1M
- +1.60M (+4.6%) vs. Q2 2025
- Total value
- $14.6B
- −$636.2M (−4.2%) vs. Q2 2025
- New holders
- 77
- 263 more added
- Sold out
- 93
- 301 more reduced
11 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,742,487 | $1.51B | 0.03% | −29,828−0.8% | Reduced |
| Vanguard Group Inc | 3,551,068 | $1.44B | 0.02% | −21,118−0.6% | Reduced |
| FMR LLC | 3,001,863 | $1.21B | 0.06% | −111,127−3.6% | Reduced |
| Capital International Investors | 2,285,895 | $924.2M | 0.15% | +2,014,233+741.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,546,404 | $625.2M | 1.52% | +13,704+0.9% | Added |
| Charles Schwab Investment Management Inc | 1,513,166 | $611.5M | 0.10% | +27,170+1.8% | Added |
| State Street Corp | 1,238,121 | $500.6M | 0.02% | +16,595+1.4% | Added |
| Baillie Gifford & Co | 944,086 | $381.7M | 0.28% | −32,258−3.3% | Reduced |
| Blair William & Co | 799,956 | $323.4M | 0.86% | −6,700−0.8% | Reduced |
| Capital World Investors | 634,018 | $256.3M | 0.04% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 632,838 | $255.1M | 0.02% | +3,576+0.6% | Added |
| Morgan Stanley | 612,942 | $247.8M | 0.02% | +22,782+3.9% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 565,169 | $228.5M | 1.85% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 482,107 | $194.9M | 0.14% | −42,672−8.1% | Reduced |
| Wells Fargo & Company | 452,612 | $183.0M | 0.04% | −11,262−2.4% | Reduced |
| Raymond James Financial Inc | 409,568 | $165.6M | 0.05% | +34,803+9.3% | Added |
| Hamlin Capital Management, LLC | 405,480 | $163.9M | 3.73% | +47,643+13.3% | Added |
| Captrust Financial Advisors | 390,480 | $157.9M | 0.32% | +1,376+0.4% | Added |
| Davenport & Co LLC | 356,844 | $143.7M | 0.77% | +36,010+11.2% | Added |
| Goldman Sachs Group Inc | 337,585 | $136.5M | 0.02% | −7,312−2.1% | Reduced |
| Northern Trust Corp | 328,796 | $132.9M | 0.02% | +3,922+1.2% | Added |
| JPMorgan Chase & Co | 315,625 | $127.6M | 0.01% | −27,765−8.1% | Reduced |
| Bank of New York Mellon Corp | 306,090 | $123.8M | 0.02% | −9,257−2.9% | Reduced |
| Envestnet Asset Management Inc | 276,750 | $111.9M | 0.03% | +14,013+5.3% | Added |
| Bahl & Gaynor Inc | 258,285 | $104.4M | 0.52% | −19,751−7.1% | Reduced |
| Royal Bank of Canada | 228,811 | $92.5M | 0.02% | −19,283−7.8% | Reduced |
| Dimensional Fund Advisors LP | 227,313 | $91.9M | 0.02% | −8,424−3.6% | Reduced |
| Caledonia Investments PLC | 219,427 | $88.7M | 8.73% | +25,000+12.9% | Added |
| Welch & Forbes LLC | 213,231 | $86.2M | 1.04% | +1,041+0.5% | Added |
| Brown Brothers Harriman & Co | 199,736 | $80.8M | 0.49% | +45,216+29.3% | Added |
| Wellington Management Group LLP | 186,976 | $75.6M | 0.01% | −27,193−12.7% | Reduced |
| Two Sigma Investments, LP | 173,078 | $70.0M | 0.11% | +171,654+12,054.4% | Added |
| CI Private Wealth, LLC | 156,053 | $63.1M | 0.10% | +6,020+4.0% | Added |
| Bank of America Corp | 150,611 | $60.9M | 0.00% | −22,451−13.0% | Reduced |
| Benjamin Edwards Inc | 146,533 | $59.3M | 0.67% | +18,093+14.1% | Added |
| Renaissance Technologies LLC | 138,200 | $55.9M | 0.07% | +89,500+183.8% | Added |
| Great West Life Assurance Co | 137,442 | $55.0M | 0.08% | +63,246+85.2% | Added |
| Williams Jones Wealth Management, LLC. | 132,704 | $53.7M | 0.61% | −16,679−11.2% | Reduced |
| King Luther Capital Management Corp | 132,682 | $53.6M | 0.22% | −2,350−1.7% | Reduced |
| UBS Asset Management Americas Inc | 129,044 | $52.2M | 0.01% | −31,345−19.5% | Reduced |
| Donaldson Capital Management, LLC | 124,789 | $50.5M | 1.60% | +40,326+47.7% | Added |
| Kames Capital plc | 121,191 | $48.9M | 0.58% | +4,966+4.3% | Added |
| Schwartz Investment Counsel Inc | 120,000 | $48.5M | 1.63% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 116,342 | $47.0M | 0.19% | −10,454−8.2% | Reduced |
| UBS Group AG | 113,898 | $46.0M | 0.01% | +24,336+27.2% | Added |
| Stifel Financial Corp | 112,821 | $45.6M | 0.04% | +10,581+10.3% | Added |
| GW&K Investment Management, LLC | 111,213 | $45.0M | 0.40% | −1,567−1.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 110,160 | $44.5M | 0.10% | +2,006+1.9% | Added |
| Legal & General Group Plc | 108,688 | $43.9M | 0.01% | −201−0.2% | Reduced |
| Citadel Advisors LLC | 107,196 | $43.3M | 0.03% | −105,254−49.5% | Reduced |
| D. E. Shaw & Co., Inc. | 106,084 | $42.9M | 0.03% | +15,618+17.3% | Added |
| Baird Financial Group, Inc. | 105,536 | $42.7M | 0.07% | −2,166−2.0% | Reduced |
| First Trust Advisors LP | 104,347 | $42.2M | 0.03% | −2,682−2.5% | Reduced |
| Rhumbline Advisers | 103,040 | $41.7M | 0.03% | −3,570−3.3% | Reduced |
| Swiss National Bank | 100,644 | $40.7M | 0.02% | −4,800−4.6% | Reduced |
| Holocene Advisors, LP | 99,389 | $40.2M | 0.09% | +42,903+76.0% | Added |
| Dearborn Partners LLC | 97,935 | $39.6M | 1.86% | +11,878+13.8% | Added |
| Vantage Investment Partners, LLC | 97,730 | $39.5M | 2.70% | +70,394+257.5% | Added |
| Conestoga Capital Advisors, LLC | 94,449 | $38.2M | 0.61% | −11,243−10.6% | Reduced |
| Howland Capital Management LLC | 91,112 | $36.8M | 1.40% | −19,317−17.5% | Reduced |
| Riverbridge Partners LLC | 86,349 | $34.9M | 0.59% | −6,254−6.8% | Reduced |
| Swedbank AB | 84,392 | $34.1M | 0.03% | +5,807+7.4% | Added |
| Wilkinson Global Asset Management LLC | 81,683 | $33.0M | 2.08% | +208+0.3% | Added |
| Principal Financial Group Inc | 80,806 | $32.7M | 0.02% | −1,711−2.1% | Reduced |
| Anchor Capital Advisors LLC | 78,967 | $31.9M | 0.92% | −161−0.2% | Reduced |
| Invesco Ltd. | 73,473 | $29.7M | 0.00% | +4,238+6.1% | Added |
| TimesSquare Capital Management, LLC | 71,917 | $29.1M | 0.42% | −2,938−3.9% | Reduced |
| Baskin Financial Services Inc. | 71,189 | $28.8M | 2.12% | +1,845+2.7% | Added |
| Fenimore Asset Management Inc | 70,701 | $28.6M | 0.57% | +726+1.0% | Added |
| Handelsbanken Fonder AB | 70,658 | $28.6M | 0.09% | −23,400−24.9% | Reduced |
| Pembroke Management, LTD | 70,182 | $28.4M | 2.82% | +16,825+31.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 69,907 | $28.3M | 0.02% | +1,680+2.5% | Added |
| RMB Capital Management, LLC | 68,356 | $27.6M | 0.51% | −4,538−6.2% | Reduced |
| Alyeska Investment Group, L.P. | 66,395 | $26.8M | 0.08% | +66,395 | New |
| Macquarie Group Ltd | 66,121 | $26.7M | 0.03% | +6,153+10.3% | Added |
| Premier Fund Managers Ltd | 66,333 | $26.5M | 1.09% | −34,036−33.9% | Reduced |
| Geneva Capital Management LLC | 65,221 | $26.4M | 0.45% | −9,099−12.2% | Reduced |
| Deutsche Bank AG | 64,322 | $26.0M | 0.01% | +5,742+9.8% | Added |
| Voloridge Investment Management, LLC | 63,599 | $25.7M | 0.09% | +39,822+167.5% | Added |
| Capital Advisors Inc | 62,848 | $25.4M | 0.42% | +2,302+3.8% | Added |
| Natixis Advisors, L.P. | 62,684 | $25.3M | 0.04% | −17,808−22.1% | Reduced |
| Nuveen, LLC | 61,981 | $25.1M | 0.01% | −4,202−6.3% | Reduced |
| Lord, Abbett & Co. LLC | 61,500 | $24.9M | 0.07% | −137,002−69.0% | Reduced |
| Two Sigma Advisers, LP | 59,700 | $24.1M | 0.05% | +55,000+1,170.2% | Added |
| Nordea Investment Management AB | 57,303 | $23.0M | 0.02% | +4,200+7.9% | Added |
| EULAV Asset Management | 55,900 | $22.6M | 0.53% | 00.0% | Unchanged |
| Barclays PLC | 55,665 | $22.5M | 0.01% | −139,459−71.5% | Reduced |
| California State Teachers Retirement System | 55,206 | $22.3M | 0.02% | −200.0% | Reduced |
| Retirement Systems of Alabama | 54,346 | $22.0M | 0.07% | −439−0.8% | Reduced |
| Millennium Management LLC | 52,438 | $21.2M | 0.02% | −18,937−26.5% | Reduced |
| Broad Bay Capital Management, LP | 50,940 | $20.6M | 2.57% | +50,940 | New |
| California Public Employees Retirement System | 47,974 | $19.4M | 0.01% | +3,809+8.6% | Added |
| Alliancebernstein L.P. | 47,945 | $19.4M | 0.01% | −403−0.8% | Reduced |
| Russell Investments Group, Ltd. | 45,140 | $18.3M | 0.02% | +4,942+12.3% | Added |
| Victory Capital Management Inc | 44,023 | $17.8M | 0.01% | +22,751+107.0% | Added |
| T. Rowe Price Investment Management, Inc. | 42,586 | $17.2M | 0.01% | −349−0.8% | Reduced |
| Walleye Capital LLC | 40,097 | $16.2M | 0.13% | +40,097 | New |
| Storebrand Asset Management AS | 39,437 | $15.9M | 0.04% | −596−1.5% | Reduced |
| Dudley & Shanley, Inc. | 39,370 | $15.9M | 2.56% | −463−1.2% | Reduced |
| Bath Savings Trust Co | 38,990 | $15.8M | 1.56% | −201−0.5% | Reduced |