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Livermore
ZHEN

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

Q3 2025 vs. Q2 2025

How the institutions holding Watsco Inc changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of WSO: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders80711780−16
Shares34.7M203.6K36.1M+1.60M (+4.6%)
Value$15.3B$89.9M$14.6B−$636.2M (−4.2%)

11 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (77)

Institutions that held Watsco Inc at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to WSO in Q3 2025
InstitutionSharesValue% of portfolio
Alyeska Investment Group, L.P.66,395$26.8M0.08%
Broad Bay Capital Management, LP50,940$20.6M2.57%
Walleye Capital LLC40,097$16.2M0.13%
Epoch Investment Partners, Inc.31,542$12.8M0.07%
Janney Montgomery Scott LLC19,242$7.78M0.02%
Capital International Inc18,280$7.39M0.06%
Nicola Wealth Management Ltd.17,000$6.87M0.61%
Natixis9,918$4.01M0.02%
Aquatic Capital Management LLC7,592$3.07M0.06%
Rakuten Investment Management, Inc.9,939$2.83M0.01%
Delta Global Management LP6,408$2.59M0.19%
Jump Financial, LLC5,402$2.18M0.03%
Pacer Advisors, Inc.4,674$1.89M0.00%
Campbell Capital Management Inc3,850$1.56M0.60%
Occudo Quantitative Strategies LP3,560$1.44M0.18%
Atlantic Union Bankshares Corp3,442$1.39M0.03%
Numerai GP LLC2,469$998.2K0.14%
Healthcare of Ontario Pension Plan Trust Fund1,967$795.3K0.00%
Summit Wealth Group LLC1,771$668.9K0.09%
Levin Capital Strategies, L.P.1,600$646.9K0.06%
EntryPoint Capital, LLC1,521$614.9K0.24%
Credit Agricole S A1,364$551.5K0.00%
Allstate Corp1,294$523.2K0.01%
CIBC Bancorp USA Inc.1,251$505.8K0.00%
Blueshift Asset Management, LLC1,214$490.8K0.15%
Drucker Wealth 3.0, LLC1,203$486.4K0.09%
Tred Avon Family Wealth, LLC1,169$472.6K0.16%
Capital Group Private Client Services, Inc.1,146$463.3K0.01%
Baker Ellis Asset Management LLC1,059$428.2K0.05%
VisionPoint Advisory Group, LLC897$362.7K0.07%
Texas Yale Capital Corp.891$360.2K0.01%
Institute for Wealth Management, LLC.869$351.3K0.04%
Boothbay Fund Management, LLC767$310.1K0.01%
Simplicity Wealth,LLC617$249.5K0.01%
Bayesian Capital Management, LP597$241.4K0.05%
Whetstone Capital Advisors, LLC592$239.3K0.07%
Patten Group, Inc.495$200.1K0.04%
Promus Capital, LLC408$164.8K0.11%
Root Financial Partners, LLC323$130.5K0.01%
Mather Group, LLC.257$103.9K0.00%
Wealthspire Advisors, LLC198$79.9K0.00%
Strategic Advocates LLC183$74.0K0.02%
Walleye Trading LLC152$61.5K0.00%
AXA Investment Managers S.A.148$59.8K0.00%
Bayforest Capital Ltd140$56.6K0.03%
First Horizon Corp126$50.9K0.00%
Steigerwald, Gordon & Koch Inc.120$48.5K0.00%
Canada Pension Plan Investment Board100$40.4K0.00%
TruNorth Capital Management, LLC92$37.2K0.01%
Measured Wealth Private Client Group, LLC57$23.0K0.01%
FIL Ltd51$20.6K0.00%
Simplex Trading, LLC48$19.0K0.00%
Raiffeisen Bank International AG32$12.8K0.00%
Wealth Watch Advisors, INC23$9.30K0.00%
Palisade Asset Management, LLC17$6.87K0.00%
Financial Life Planners16$6.29K0.00%
Pathway Financial Advisers, LLC13$5.01K0.00%
Imprint Wealth LLC12$4.85K0.02%
Salem Investment Counselors Inc11$4.45K0.00%
Grey Fox Wealth Advisors, LLC11$4.45K0.00%
Transamerica Financial Advisors, Inc.10$4.04K0.00%
First Command Advisory Services, Inc.10$4.04K0.00%
ESL Trust Services, LLC8$3.23K0.00%
Cloud Capital Management, LLC6$2.00K0.00%
Proffitt & Goodson Inc4$1.62K0.00%
Aspect Partners, LLC4$1.62K0.00%
Quent Capital, LLC2$8690.00%
Asset Dedication, LLC2$8090.00%
PFS Partners, LLC2$8090.00%
Binnacle Investments Inc2$8090.00%
ZRC Wealth Management, LLC1$4050.00%
Seneschal Advisors, LLC1$4050.00%
S&T Bank1$4040.00%
Strive Asset Management, LLC1$4040.00%
Horizon Investments, LLC1$4010.00%
Raleigh Capital Management Inc.0$270.00%
Coston, McIsaac & Partners2$00.00%

Sold out (93)

Institutions that held Watsco Inc at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of WSO in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Allspring Global Investments Holdings, LLC67,772$30.9M
Twinbeech Capital LP57,321$25.3M
Worldquant Millennium Advisors LLC49,538$21.9M
Jennison Associates LLC36,771$16.2M
Qube Research & Technologies Ltd22,612$9.99M
Marshall Wace, LLP17,025$7.52M
TrimTabs Asset Management, LLC16,468$7.27M
Achmea Investment Management B.V.15,722$6.94M
2Xideas AG15,000$6.62M
William Blair Investment Management, LLC13,202$5.83M
TrueMark Investments, LLC11,633$5.14M
Campbell & CO Investment Adviser LLC8,954$3.95M
Crown Advisors Management, Inc.5,000$2.21M
Centiva Capital, LP4,431$1.96M
Lecap Asset Management Ltd4,344$1.92M
Mariner, LLC4,053$1.79M
Dark Forest Capital Management LP3,785$1.67M
Perigon Wealth Management, LLC3,244$1.43M
Redwood Investment Management, LLC3,094$1.37M
Fox Run Management, L.L.C.3,049$1.35M
Ilex Capital Partners (UK) LLP2,807$1.24M
Gateway Investment Advisers LLC2,326$1.03M
Tounjian Advisory Partners, LLC1,954$992.9K
Inceptionr LLC1,944$858.5K
Oak Ridge Investments LLC1,908$842.6K
LGT Fund Management Co Ltd.1,900$839.1K
R Squared Ltd1,750$772.8K
Caxton Associates LLP1,616$713.7K
Brevan Howard Capital Management LP1,504$664.2K
Shell Asset Management Co1,348$595.0K
Dynamic Technology Lab Private Ltd1,102$486.0K
Thurston, Springer, Miller, Herd & Titak, Inc.923$407.6K
HighPoint Advisor Group LLC878$387.7K
Washington Trust Bank805$355.5K
Versor Investments LP799$352.9K
Oxford Asset Management LLP780$344.5K
DRW Securities, LLC752$332.1K
Catalyst Funds Management Pty Ltd749$330.8K
Aster Capital Management (DIFC) Ltd746$329.4K
Petrus Trust Company, LTA735$324.6K
Fiduciary Financial Group, LLC680$309.8K
Berry Wealth Group, LP690$304.7K
Platform Technology Partners685$302.5K
Csenge Advisory Group603$267.6K
Great Valley Advisor Group, Inc.599$264.0K
Integrated Wealth Concepts LLC592$261.5K
Clear Street Markets LLC573$253.0K
Magnetar Financial LLC548$242.0K
Insigneo Advisory Services, LLC535$236.3K
Savant Capital, LLC520$229.6K
Wolverine Trading, LLC521$227.4K
KKM Financial LLC508$224.3K
Corton Capital Inc.503$222.1K
Diversify Advisory Services, LLC523$220.8K
Northside Capital Management, LLC488$215.7K
Perfromance Wealth Partners, LLC487$215.1K
Independent Advisor Alliance476$210.1K
Waldron Private Wealth LLC473$208.9K
Capstone Investment Advisors, LLC473$208.9K
Tradition Wealth Management, LLC459$202.8K
Oarsman Capital, Inc.453$200.1K
Gitterman Wealth Management, LLC348$153.7K
Bellwether Advisors, LLC329$145.3K
Skopos Labs, Inc.288$127.0K
GeoWealth Management, LLC277$122.3K
Headlands Technologies LLC275$121.4K
Barrett & Company, Inc.200$88.3K
Rothschild Investment LLC135$59.6K
Acadian Asset Management LLC110$48.0K
Kestra Investment Management, LLC47$23.9K
Opal Wealth Advisors, LLC54$23.8K
McIlrath & Eck, LLC40$17.7K
Bryn Mawr Trust Co34$15.0K
Contravisory Investment Management, Inc.29$12.8K
Mowery & Schoenfeld Wealth Management, LLC18$7.95K
Johnson Financial Group, Inc.12$5.30K
Park Square Financial Group, LLC10$4.42K
Sierra Ocean, LLC9$3.98K
Transce3nd, LLC6$2.65K
Kilter Group LLC5$2.21K
Cromwell Holdings LLC5$2.21K
Missouri Trust & Investment Co5$2.21K
Twin Peaks Wealth Advisors, LLC5$2.11K
First United Bank Trust4$1.77K
Silicon Valley Capital Partners4$1.77K
Quarry LP4$1.77K
Ameriflex Group, Inc.3$1.35K
Total Investment Management Inc2$883
Longfellow Investment Management Co LLC2$883
Aventura Private Wealth, LLC2$883
South State Corp.1$442
Newbridge Financial Services Group, Inc.1$442
Stephens Consulting, LLC1$442

Not filed for Q3 2025 yet (11)

Institutions that held Watsco Inc at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSO in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank192,079$84.8M
Avantax Advisory Services, Inc.3,771$1.67M
J. W. Coons Advisors, LLC3,047$1.35M
Atria Wealth Solutions, Inc.1,638$723.0K
CIBC World Markets Corp1,449$639.9K
Congress Wealth Management LLC933$412.3K
First Horizon Advisors, Inc.491$216.8K
Capital A Wealth Management, LLC96$41.1K
Legacy Investment Solutions, LLC40$17.7K
Oliver Lagore Vanvalin Investment Group15$7.63K
Parkworth Wealth Management, Inc.1$442