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 |
|---|---|---|---|---|---|
| Manitou Investment Management Ltd. | 50 | $20.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $20.2K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 50 | $20.2K | 0.01% | −22,031−99.8% | Reduced |
| Versant Capital Management, Inc | 50 | $20.2K | 0.00% | +8+19.0% | Added |
| FIL Ltd | 51 | $20.6K | 0.00% | +51 | New |
| GoalVest Advisory LLC | 53 | $21.4K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 54 | $21.8K | 0.01% | +2+3.8% | Added |
| Hartford Financial Management Inc. | 55 | $22.2K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 56 | $22.6K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 57 | $23.0K | 0.01% | +57 | New |
| UMA Financial Services, Inc. | 57 | $23.0K | 0.00% | +1+1.8% | Added |
| First PREMIER Bank | 59 | $24.0K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 62 | $25.7K | 0.00% | +20+47.6% | Added |
| Optiver Holding B.V. | 64 | $25.9K | 0.00% | −52−44.8% | Reduced |
| Armstrong Advisory Group, Inc | 65 | $26.3K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 66 | $26.7K | 0.01% | +1+1.5% | Added |
| Ransom Advisory, Ltd | 67 | $27.1K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 68 | $27.5K | 0.01% | +1+1.5% | Added |
| Harbour Investments, Inc. | 69 | $27.9K | 0.00% | +14+25.5% | Added |
| St Germain D J Co Inc | 72 | $29.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 74 | $29.9K | 0.00% | +71+2,366.7% | Added |
| Chilton Capital Management LLC | 76 | $30.7K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 90 | $36.4K | 0.01% | −85−48.6% | Reduced |
| TruNorth Capital Management, LLC | 92 | $37.2K | 0.01% | +92 | New |
| Quest Partners LLC | 97 | $39.2K | 0.00% | −219−69.3% | Reduced |
| Canada Pension Plan Investment Board | 100 | $40.4K | 0.00% | +100 | New |
| Fortitude Family Office, LLC | 108 | $43.7K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 109 | $44.1K | 0.00% | +3+2.8% | Added |
| Private Trust Co NA | 116 | $46.9K | 0.00% | −29−20.0% | Reduced |
| Glen Eagle Advisors, LLC | 117 | $47.1K | 0.01% | −76−39.4% | Reduced |
| Clearstead Advisors, LLC | 120 | $48.5K | 0.00% | −165−57.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 120 | $48.5K | 0.00% | +120 | New |
| First Horizon Corp | 126 | $50.9K | 0.00% | +126 | New |
| Resources Management Corp | 125 | $51.0K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 140 | $56.6K | 0.03% | +140 | New |
| Global Retirement Partners, LLC | 140 | $56.7K | 0.00% | +6+4.5% | Added |
| Creative Financial Designs Inc | 145 | $58.6K | 0.00% | 00.0% | Unchanged |
| AXA Investment Managers S.A. | 148 | $59.8K | 0.00% | +148 | New |
| Walleye Trading LLC | 152 | $61.5K | 0.00% | +152 | New |
| N.E.W. Advisory Services LLC | 160 | $64.7K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 175 | $70.8K | 0.04% | −10−5.4% | Reduced |
| TD Waterhouse Canada Inc. | 181 | $73.1K | 0.00% | +109+151.4% | Added |
| Strategic Advocates LLC | 183 | $74.0K | 0.02% | +183 | New |
| Trust Co of Toledo NA | 190 | $76.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 190 | $76.9K | 0.00% | −42−18.1% | Reduced |
| Wealthspire Advisors, LLC | 198 | $79.9K | 0.00% | +198 | New |
| Whittier Trust Co of Nevada Inc | 194 | $80.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 209 | $84.0K | 0.00% | +97+86.6% | Added |
| MCF Advisors LLC | 214 | $86.5K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 216 | $87.3K | 0.01% | −74−25.5% | Reduced |
| Ostrum Asset Management | 225 | $91.0K | 0.00% | −5−2.2% | Reduced |
| Cove Street Capital, LLC | 240 | $97.0K | 0.13% | 00.0% | Unchanged |
| Trust Co of Vermont | 240 | $97.0K | 0.00% | +2+0.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 256 | $103.5K | 0.00% | −100−28.1% | Reduced |
| North Capital, Inc. | 256 | $103.5K | 0.08% | +1+0.4% | Added |
| Mather Group, LLC. | 257 | $103.9K | 0.00% | +257 | New |
| National Bank of Canada | 264 | $106.7K | 0.00% | +21+8.6% | Added |
| MTM Investment Management, LLC | 264 | $106.9K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 289 | $117.0K | 0.06% | −35−10.8% | Reduced |
| Evermay Wealth Management LLC | 295 | $119.3K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 315 | $127.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 323 | $130.5K | 0.01% | +323 | New |
| Financial Network Wealth Advisors LLC | 330 | $133.4K | 0.15% | +43+15.0% | Added |
| Y.D. More Investments Ltd | 350 | $141.5K | 0.01% | +50+16.7% | Added |
| Archer Investment Corp | 356 | $143.9K | 0.03% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 357 | $144.3K | 0.01% | −76−17.6% | Reduced |
| Strengthening Families & Communities, LLC | 323 | $151.6K | 0.03% | +307+1,918.8% | Added |
| Allworth Financial LP | 379 | $153.0K | 0.00% | +81+27.2% | Added |
| Colonial Trust Co | 397 | $160.4K | 0.02% | +18+4.7% | Added |
| Freemont Management S.A. | 400 | $161.7K | 0.13% | −3,200−88.9% | Reduced |
| Promus Capital, LLC | 408 | $164.8K | 0.11% | +408 | New |
| Whittier Trust Co | 398 | $165.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 416 | $168.2K | 0.00% | +100+31.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 420 | $169.8K | 0.00% | −5,005−92.3% | Reduced |
| Hilltop National Bank | 454 | $183.6K | 0.05% | +30+7.1% | Added |
| Curat Global, LLC | 460 | $186.0K | 0.17% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 474 | $189.6K | 0.01% | +271+133.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 478 | $193.3K | 0.00% | +10+2.1% | Added |
| Huntington National Bank | 488 | $197.3K | 0.00% | −63−11.4% | Reduced |
| Patten Group, Inc. | 495 | $200.1K | 0.04% | +495 | New |
| River Wealth Advisors LLC | 500 | $202.2K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 500 | $202.2K | 0.03% | 00.0% | Unchanged |
| Fundamentun, LLC | 503 | $203.4K | 0.01% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 513 | $207.4K | 0.11% | +11+2.2% | Added |
| Woodstock Corp | 517 | $209.0K | 0.02% | 00.0% | Unchanged |
| Breakwater Capital Group | 520 | $210.2K | 0.03% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 521 | $210.6K | 0.00% | −68−11.5% | Reduced |
| Synovus Financial Corp | 522 | $211.0K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 533 | $215.5K | 0.03% | −1,653−75.6% | Reduced |
| Principal Securities, Inc. | 533 | $215.5K | 0.00% | +147+38.1% | Added |
| Ashton Thomas Private Wealth, LLC | 536 | $216.7K | 0.01% | +51+10.5% | Added |
| Saturna Capital CORP | 537 | $217.1K | 0.00% | −2,514−82.4% | Reduced |
| Quadrature Capital Ltd | 540 | $218.5K | 0.00% | −468−46.4% | Reduced |
| Advisory Services Network, LLC | 542 | $219.2K | 0.00% | −70−11.4% | Reduced |
| MQS Management LLC | 544 | $219.9K | 0.13% | −289−34.7% | Reduced |
| Parkside Financial Bank & Trust | 545 | $220.3K | 0.02% | −9−1.6% | Reduced |
| Cordatus Wealth Management LLC | 546 | $220.7K | 0.05% | +4+0.7% | Added |
| Autumn Glory Partners, LLC | 548 | $221.6K | 0.09% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 550 | $222.4K | 0.13% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 550 | $222.4K | 0.00% | +172+45.5% | Added |