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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.

Institutional holdersQ3 2025: 780 institutions
Q1 2021: 464 institutionsQ2 2021: 475 institutionsQ3 2021: 478 institutionsQ4 2021: 521 institutionsQ1 2022: 495 institutionsQ2 2022: 516 institutionsQ3 2022: 538 institutionsQ4 2022: 568 institutionsQ1 2023: 615 institutionsQ2 2023: 677 institutionsQ3 2023: 683 institutionsQ4 2023: 727 institutionsQ1 2024: 746 institutionsQ2 2024: 778 institutionsQ3 2024: 789 institutionsQ4 2024: 822 institutionsQ1 2025: 840 institutionsQ2 2025: 807 institutionsQ3 2025: 780 institutionsQ4 2025: 768 institutionsQ1 2026: 772 institutionsQ2 2026: 787 institutions
Value heldQ3 2025: $14.6B
Q1 2021: $8.06BQ2 2021: $8.80BQ3 2021: $8.12BQ4 2021: $9.61BQ1 2022: $9.46BQ2 2022: $7.74BQ3 2022: $8.59BQ4 2022: $8.51BQ1 2023: $11.0BQ2 2023: $13.5BQ3 2023: $13.7BQ4 2023: $15.3BQ1 2024: $15.6BQ2 2024: $16.7BQ3 2024: $17.4BQ4 2024: $16.8BQ1 2025: $17.9BQ2 2025: $15.3BQ3 2025: $14.6BQ4 2025: $12.6BQ1 2026: $13.9BQ2 2026: $15.7B
Institutions holding WSO and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026772$13.9B
Q4 2025768$12.6B
Q3 2025780$14.6B
Q2 2025807$15.3B
Q1 2025840$17.9B
Q4 2024822$16.8B
Q3 2024789$17.4B
Q2 2024778$16.7B
Q1 2024746$15.6B
Q4 2023727$15.3B
Q3 2023683$13.7B
Q2 2023677$13.5B
Q1 2023615$11.0B
Q4 2022568$8.51B
Q3 2022538$8.59B
Q2 2022516$7.74B
Q1 2022495$9.46B
Q4 2021521$9.61B
Q3 2021478$8.12B
Q2 2021475$8.80B
Q1 2021464$8.06B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q2 2025.

Institutions holding WSO in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth1$00.00%00.0%Unchanged
Coston, McIsaac & Partners2$00.00%+2New
Raleigh Capital Management Inc.0$270.00%0New
Horizon Investments, LLC1$4010.00%+1New
CVA Family Office, LLC1$4040.00%−11−91.7%Reduced
Bare Financial Services, Inc1$4040.00%−6−85.7%Reduced
Logan Capital Management Inc1$4040.00%−5−83.3%Reduced
Caitong International Asset Management Co., Ltd1$4040.00%−1−50.0%Reduced
HFM Investment Advisors, LLC1$4040.00%−1−50.0%Reduced
Rakuten Securities, Inc.1$4040.00%00.0%Unchanged
S&T Bank1$4040.00%+1New
Strive Asset Management, LLC1$4040.00%+1New
TFC Financial Management1$4050.00%00.0%Unchanged
ZRC Wealth Management, LLC1$4050.00%+1New
Seneschal Advisors, LLC1$4050.00%+1New
Bay Harbor Wealth Management, LLC2$8080.00%+1+100.0%Added
DecisionPoint Financial, LLC2$8090.00%00.0%Unchanged
Valued Wealth Advisors LLC2$8090.00%00.0%Unchanged
Sachetta, LLC2$8090.00%00.0%Unchanged
Raffa Wealth Management, LLC2$8090.00%00.0%Unchanged
Millstone Evans Group, LLC2$8090.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$8090.00%+1+100.0%Added
Asset Dedication, LLC2$8090.00%+2New
PFS Partners, LLC2$8090.00%+2New
Binnacle Investments Inc2$8090.00%+2New
Quent Capital, LLC2$8690.00%+2New
Key Financial Inc3$1.21K0.00%+1+50.0%Added
Financial Management Professionals, Inc.3$1.21K0.00%00.0%Unchanged
MV Capital Management, Inc.3$1.21K0.00%+2+200.0%Added
Hughes Financial Services, LLC4$1.40K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC4$1.62K0.00%−1−20.0%Reduced
Wealth Preservation Advisors, LLC4$1.62K0.00%+2+100.0%Added
Aspect Partners, LLC4$1.62K0.00%+4New
Crewe Advisors LLC4$1.62K0.00%00.0%Unchanged
Proffitt & Goodson Inc4$1.62K0.00%+4New
Cloud Capital Management, LLC6$2.00K0.00%+6New
Annis Gardner Whiting Capital Advisors, LLC5$2.02K0.00%−10−66.7%Reduced
First Pacific Financial5$2.02K0.00%00.0%Unchanged
Orion Capital Management LLC5$2.02K0.00%00.0%Unchanged
True Wealth Design, LLC5$2.02K0.00%+1+25.0%Added
DiNuzzo Private Wealth, Inc.6$2.42K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC7$2.83K0.00%00.0%Unchanged
Meeder Asset Management Inc7$2.83K0.00%+1+16.7%Added
Tortoise Investment Management, LLC7$2.83K0.00%+4+133.3%Added
LGT Financial Advisors LLC8$3.18K0.01%00.0%Unchanged
Copia Wealth Management8$3.23K0.00%00.0%Unchanged
ESL Trust Services, LLC8$3.23K0.00%+8New
Atlantic Trust, LLC10$4.04K0.00%−5−33.3%Reduced
Transamerica Financial Advisors, Inc.10$4.04K0.00%+10New
First Command Advisory Services, Inc.10$4.04K0.00%+10New
High Note Wealth, LLC11$4.45K0.00%−1−8.3%Reduced
Grove Bank & Trust11$4.45K0.00%00.0%Unchanged
SBI Securities Co., Ltd.11$4.45K0.00%+9+450.0%Added
Grey Fox Wealth Advisors, LLC11$4.45K0.00%+11New
Wolff Wiese Magana LLC11$4.45K0.00%00.0%Unchanged
Salem Investment Counselors Inc11$4.45K0.00%+11New
Addison Advisors LLC12$4.85K0.00%−4−25.0%Reduced
Private Wealth Management Group, LLC12$4.85K0.00%−4−25.0%Reduced
Sunbelt Securities, Inc.12$4.85K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC12$4.85K0.00%00.0%Unchanged
Leonteq Securities AG12$4.85K0.00%+4+50.0%Added
Imprint Wealth LLC12$4.85K0.02%+12New
Pathway Financial Advisers, LLC13$5.01K0.00%+13New
TD Capital Management LLC14$5.80K0.00%00.0%Unchanged
Ancora Advisors, LLC15$6.06K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC15$6.07K0.00%00.0%Unchanged
Pingora Partners LLC15$6.07K0.00%00.0%Unchanged
Financial Life Planners16$6.29K0.00%+16New
Strategic Wealth Partners, Ltd.16$6.47K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC17$6.87K0.00%−41−70.7%Reduced
Palisade Asset Management, LLC17$6.87K0.00%+17New
Greykasell Wealth Strategies, Inc.18$7.28K0.00%00.0%Unchanged
Smithfield Trust Co20$8.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc20$8.09K0.00%−6−23.1%Reduced
Bartlett & Co. Wealth Management LLC20$8.09K0.00%00.0%Unchanged
Spire Wealth Management20$8.20K0.00%00.0%Unchanged
Wealth Watch Advisors, INC23$9.30K0.00%+23New
Quest 10 Wealth Builders, Inc.26$10.5K0.01%00.0%Unchanged
AdvisorNet Financial, Inc29$11.7K0.00%−13−31.0%Reduced
Farmers & Merchants Investments Inc29$11.7K0.00%+1+3.6%Added
Winch Advisory Services, LLC30$11.9K0.00%+1+3.4%Added
Hemington Wealth Management30$12.0K0.00%−3−9.1%Reduced
WPG Advisers, LLC30$12.1K0.01%−3−9.1%Reduced
DAGCO, Inc.31$12.5K0.00%00.0%Unchanged
Raiffeisen Bank International AG32$12.8K0.00%+32New
Main Street Group, LTD35$14.2K0.00%00.0%Unchanged
Parvin Asset Management, LLC37$15.0K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton38$15.4K0.00%00.0%Unchanged
FSA Wealth Management LLC39$15.6K0.01%+1+2.6%Added
Geneos Wealth Management Inc.39$15.8K0.00%−198−83.5%Reduced
JFS Wealth Advisors, LLC39$15.8K0.00%−7−15.2%Reduced
Legacy Bridge, LLC40$16.2K0.01%00.0%Unchanged
Legacy Wealth Managment, LLC40$16.2K0.01%00.0%Unchanged
West Branch Capital LLC41$16.6K0.00%00.0%Unchanged
Solstein Capital, LLC42$17.0K0.01%00.0%Unchanged
Bares Capital Management, Inc.45$18.2K0.00%00.0%Unchanged
Manchester Capital Management LLC45$18.2K0.00%+9+25.0%Added
Rossby Financial, LCC47$19.0K0.01%+11+30.6%Added
Simplex Trading, LLC48$19.0K0.00%+48New
North Star Investment Management Corp.47$19.0K0.00%00.0%Unchanged