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 |
|---|---|---|---|---|---|
| Aureus Asset Management, LLC | 551 | $222.8K | 0.01% | 00.0% | Unchanged |
| Legacy Trust | 556 | $224.8K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 566 | $228.9K | 0.00% | −21−3.6% | Reduced |
| Integrity Alliance, LLC. | 572 | $231.4K | 0.01% | +87+17.9% | Added |
| Berkshire Asset Management LLC | 573 | $231.8K | 0.01% | +101+21.4% | Added |
| Eagle Global Advisors LLC | 586 | $237.0K | 0.01% | 00.0% | Unchanged |
| Whetstone Capital Advisors, LLC | 592 | $239.3K | 0.07% | +592 | New |
| Dakota Wealth Management | 596 | $241.0K | 0.00% | +30+5.3% | Added |
| Bayesian Capital Management, LP | 597 | $241.4K | 0.05% | +597 | New |
| International Assets Investment Management, LLC | 530 | $241.5K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 600 | $242.6K | 0.06% | 00.0% | Unchanged |
| Boit C F David | 600 | $242.6K | 0.11% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 600 | $242.6K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 601 | $243.2K | 0.00% | +34+6.0% | Added |
| Rafferty Asset Management, LLC | 603 | $243.8K | 0.00% | −6−1.0% | Reduced |
| FourThought Financial Partners, LLC | 608 | $245.7K | 0.02% | +1+0.2% | Added |
| Fullcircle Wealth LLC | 686 | $245.8K | 0.09% | +106+18.3% | Added |
| Blue Barn Wealth, LLC | 609 | $246.2K | 0.11% | 00.0% | Unchanged |
| Enhancing Capital LLC | 617 | $249.5K | 0.18% | −195−24.0% | Reduced |
| Simplicity Wealth,LLC | 617 | $249.5K | 0.01% | +617 | New |
| Sagespring Wealth Partners, LLC | 617 | $249.5K | 0.00% | +8+1.3% | Added |
| Crestwood Advisors Group LLC | 627 | $253.5K | 0.00% | −33−5.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 630 | $254.8K | 0.02% | +589+1,436.6% | Added |
| Graham Capital Management, L.P. | 631 | $255.1K | 0.01% | −6,369−91.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 633 | $256.1K | 0.11% | +103+19.4% | Added |
| Gibbs Wealth Management | 635 | $256.7K | 0.06% | −117−15.6% | Reduced |
| Quadrant Capital Group LLC | 638 | $257.9K | 0.01% | −145−18.5% | Reduced |
| GAMMA Investing LLC | 649 | $262.4K | 0.01% | −117−15.3% | Reduced |
| Thrive Wealth Management, LLC | 654 | $264.4K | 0.04% | −117−15.2% | Reduced |
| Checchi Capital Advisers, LLC | 662 | $267.6K | 0.02% | −31−4.5% | Reduced |
| Jane Street Group, LLC | 663 | $268.1K | 0.00% | −88,452−99.3% | Reduced |
| Arete Wealth Advisors, LLC | 668 | $270.0K | 0.02% | −2−0.3% | Reduced |
| ASR Vermogensbeheer N.V. | 674 | $272.5K | 0.00% | −8−1.2% | Reduced |
| CWM, LLC | 684 | $277.0K | 0.00% | −109−13.7% | Reduced |
| Groesbeck Investment Management Corp | 686 | $277.0K | 0.54% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 689 | $278.5K | 0.00% | −480−41.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 698 | $282.2K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 699 | $282.6K | 0.04% | −5,667−89.0% | Reduced |
| Haverford Trust Co | 710 | $287.1K | 0.00% | −92−11.5% | Reduced |
| Yarbrough Capital, LLC | 716 | $289.5K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 725 | $292.0K | 0.00% | +2+0.3% | Added |
| Taylor Hoffman Capital Management LLC | 724 | $292.7K | 0.09% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 736 | $297.6K | 0.00% | −20,164−96.5% | Reduced |
| Phillips Wealth Planners LLC | 727 | $298.2K | 0.25% | +48+7.1% | Added |
| Modern Wealth Management, LLC | 739 | $298.8K | 0.01% | −17−2.2% | Reduced |
| Vestcor Inc | 739 | $299.0K | 0.01% | −2−0.3% | Reduced |
| Bessemer Group Inc | 745 | $302.0K | 0.00% | +144+24.0% | Added |
| Intrust Bank NA | 747 | $302.0K | 0.03% | −48−6.0% | Reduced |
| Vise Technologies, Inc. | 747 | $302.0K | 0.01% | +105+16.4% | Added |
| Heartwood Wealth Advisors LLC | 761 | $307.7K | 0.03% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 766 | $309.7K | 0.06% | +95+14.2% | Added |
| Boothbay Fund Management, LLC | 767 | $310.1K | 0.01% | +767 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 781 | $315.8K | 0.01% | −626−44.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 780 | $316.0K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 788 | $318.6K | 0.00% | −100−11.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 789 | $319.1K | 0.02% | +12+1.5% | Added |
| Greenleaf Trust | 796 | $321.8K | 0.00% | +28+3.6% | Added |
| Stephens Inc | 798 | $322.6K | 0.00% | +12+1.5% | Added |
| Cullen/Frost Bankers, Inc. | 805 | $325.5K | 0.00% | +10+1.3% | Added |
| Profund Advisors LLC | 805 | $325.5K | 0.01% | +36+4.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 810 | $327.5K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 813 | $328.7K | 0.01% | −33−3.9% | Reduced |
| Cynosure Management, LLC | 814 | $329.1K | 0.04% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 818 | $330.7K | 0.03% | −121−12.9% | Reduced |
| STRS Ohio | 832 | $336.4K | 0.00% | 00.0% | Unchanged |
| Boston Family Office LLC | 835 | $338.0K | 0.02% | 00.0% | Unchanged |
| Ossiam | 841 | $340.0K | 0.00% | +249+42.1% | Added |
| Lido Advisors, LLC | 852 | $344.9K | 0.00% | −277−24.5% | Reduced |
| Valeo Financial Advisors, LLC | 859 | $347.2K | 0.01% | −176−17.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 868 | $350.9K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 869 | $351.3K | 0.04% | +869 | New |
| Flagship Harbor Advisors, LLC | 872 | $352.7K | 0.02% | −69−7.3% | Reduced |
| SRS Capital Advisors, Inc. | 874 | $353.5K | 0.01% | +663+314.2% | Added |
| Waterloo Capital, L.P. | 883 | $357.0K | 0.03% | +7+0.8% | Added |
| Forum Financial Management, LP | 885 | $357.8K | 0.00% | +393+79.9% | Added |
| Compass Ion Advisors, LLC | 888 | $359.0K | 0.03% | −17−1.9% | Reduced |
| PAX Financial Group, LLC | 888 | $359.2K | 0.06% | +44+5.2% | Added |
| Flputnam Investment Management Co | 889 | $359.4K | 0.01% | −20−2.2% | Reduced |
| Texas Yale Capital Corp. | 891 | $360.2K | 0.01% | +891 | New |
| Northwestern Mutual Wealth Management Co | 895 | $361.8K | 0.00% | +106+13.4% | Added |
| VisionPoint Advisory Group, LLC | 897 | $362.7K | 0.07% | +897 | New |
| Somerville Kurt F | 900 | $363.9K | 0.06% | +100+12.5% | Added |
| Ellevest, Inc. | 908 | $367.1K | 0.05% | −43−4.5% | Reduced |
| Siemens Fonds Invest GmbH | 915 | $369.9K | 0.02% | −1−0.1% | Reduced |
| Everpar Advisors LLC | 922 | $372.8K | 0.15% | −7−0.8% | Reduced |
| K.J. Harrison & Partners Inc | 910 | $374.2K | 0.05% | −7,150−88.7% | Reduced |
| Evergreen Capital Management LLC | 942 | $380.9K | 0.01% | +218+30.1% | Added |
| BankPlus Trust Department | 943 | $381.3K | 0.10% | +485+105.9% | Added |
| Adell Harriman & Carpenter Inc | 945 | $382.1K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 948 | $383.3K | 0.01% | +38+4.2% | Added |
| Certior Financial Group, LLC | 954 | $385.5K | 0.26% | +14+1.5% | Added |
| Burney Co | 960 | $388.1K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 967 | $391.0K | 0.00% | −3,948−80.3% | Reduced |
| M&T Bank Corp | 985 | $397.9K | 0.00% | −304−23.6% | Reduced |
| Cary Street Partners Financial LLC | 995 | $402.3K | 0.01% | −61−5.8% | Reduced |
| Tompkins Financial Corp | 1,000 | $404.3K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,000 | $404.3K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,002 | $405.1K | 0.00% | −4,970−83.2% | Reduced |
| Mutual Advisors, LLC | 1,138 | $408.7K | 0.01% | +252+28.4% | Added |
| Toroso Investments, LLC | 1,012 | $409.2K | 0.00% | +346+52.0% | Added |