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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 1,015 | $410.4K | 0.00% | −415−29.0% | Reduced |
| Heritage Family Offices, LLP | 1,021 | $412.9K | 0.19% | −65−6.0% | Reduced |
| Advisor OS, LLC | 1,025 | $414.2K | 0.04% | +3+0.3% | Added |
| Park National Corp | 1,031 | $416.8K | 0.01% | −11−1.1% | Reduced |
| Quantum Private Wealth, LLC | 1,038 | $419.5K | 0.12% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,042 | $421.3K | 0.09% | 00.0% | Unchanged |
| Trust Point Inc. | 1,052 | $425.3K | 0.03% | +81+8.3% | Added |
| Baker Ellis Asset Management LLC | 1,059 | $428.2K | 0.05% | +1,059 | New |
| Koshinski Asset Management, Inc. | 1,095 | $442.7K | 0.03% | +105+10.6% | Added |
| Park Avenue Securities LLC | 1,098 | $444.0K | 0.00% | −198−15.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,101 | $445.0K | 0.02% | −3,046−73.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,119 | $452.4K | 0.00% | −669−37.4% | Reduced |
| Avidian Wealth Solutions, LLC | 1,120 | $452.8K | 0.02% | +11+1.0% | Added |
| Diversify Wealth Management, LLC | 1,257 | $454.4K | 0.03% | −34−2.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,127 | $456.0K | 0.00% | −701−38.3% | Reduced |
| First Bank & Trust | 1,132 | $457.7K | 0.08% | −53−4.5% | Reduced |
| Assetmark, Inc | 1,139 | $460.6K | 0.00% | +145+14.6% | Added |
| ICW Investment Advisors LLC | 1,143 | $462.3K | 0.17% | +224+24.4% | Added |
| Capital Group Private Client Services, Inc. | 1,146 | $463.3K | 0.01% | +1,146 | New |
| Modera Wealth Management, LLC | 1,164 | $470.6K | 0.01% | −16−1.4% | Reduced |
| Callan Family Office, LLC | 1,168 | $472.2K | 0.02% | −1,138−49.3% | Reduced |
| Tred Avon Family Wealth, LLC | 1,169 | $472.6K | 0.16% | +1,169 | New |
| Axxcess Wealth Management, LLC | 1,187 | $479.8K | 0.01% | −14−1.2% | Reduced |
| Tudor Financial Inc. | 1,195 | $483.1K | 0.26% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 1,203 | $486.4K | 0.09% | +1,203 | New |
| Moneta Group Investment Advisors LLC | 1,209 | $488.9K | 0.00% | −299−19.8% | Reduced |
| Blueshift Asset Management, LLC | 1,214 | $490.8K | 0.15% | +1,214 | New |
| Kestra Private Wealth Services, LLC | 1,217 | $492.2K | 0.01% | −327−21.2% | Reduced |
| Omers Administration Corp | 1,219 | $492.8K | 0.00% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,223 | $494.5K | 0.06% | −198−13.9% | Reduced |
| Shelton Capital Management | 1,235 | $499.3K | 0.01% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 1,251 | $505.8K | 0.00% | +1,251 | New |
| Everence Capital Management Inc | 1,270 | $513.0K | 0.03% | 00.0% | Unchanged |
| Alamea Verwaltungs GmbH | 1,270 | $513.5K | 0.35% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,282 | $518.6K | 0.01% | −39−3.0% | Reduced |
| QRG Capital Management, Inc. | 1,283 | $518.7K | 0.01% | −127−9.0% | Reduced |
| Verity & Verity, LLC | 1,285 | $519.4K | 0.04% | −37−2.8% | Reduced |
| Allstate Corp | 1,294 | $523.2K | 0.01% | +1,294 | New |
| Johnson Investment Counsel Inc | 1,297 | $524.4K | 0.00% | +16+1.2% | Added |
| E. Ohman J:or Asset Management AB | 1,305 | $527.6K | 0.01% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 1,307 | $528.4K | 0.16% | −134−9.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,310 | $529.6K | 0.02% | +7+0.5% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,317 | $532.5K | 0.12% | −7,176−84.5% | Reduced |
| Boreal Capital Management LLC | 1,324 | $535.3K | 0.43% | +224+20.4% | Added |
| Ci Investments Inc. | 1,361 | $550.0K | 0.00% | −25−1.8% | Reduced |
| Credit Agricole S A | 1,364 | $551.5K | 0.00% | +1,364 | New |
| Advocate Group LLC | 1,384 | $559.6K | 0.09% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,396 | $564.4K | 0.04% | +205+17.2% | Added |
| Semanteon Capital Management, LP | 1,404 | $567.6K | 0.71% | −1,910−57.6% | Reduced |
| Janus Henderson Group PLC | 1,423 | $576.0K | 0.00% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,462 | $591.1K | 0.06% | −202−12.1% | Reduced |
| BHK Investment Advisors, LLC | 1,471 | $594.8K | 0.22% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,483 | $599.6K | 0.07% | +2+0.1% | Added |
| ProShare Advisors LLC | 1,485 | $600.4K | 0.00% | −61−3.9% | Reduced |
| David Loasby | 1,520 | $602.6K | 0.05% | −68−4.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,491 | $602.8K | 0.03% | −43−2.8% | Reduced |
| Webster Bank, N. A. | 1,493 | $603.6K | 0.06% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,510 | $610.8K | 0.00% | −56−3.6% | Reduced |
| Prudential PLC | 1,511 | $610.9K | 0.00% | +1,034+216.8% | Added |
| Hilltop Holdings Inc. | 1,518 | $613.7K | 0.03% | +329+27.7% | Added |
| Centennial Bank | 1,518 | $613.7K | 0.24% | −924−37.8% | Reduced |
| EntryPoint Capital, LLC | 1,521 | $614.9K | 0.24% | +1,521 | New |
| Massachusetts Financial Services Co | 1,529 | $618.2K | 0.00% | +226+17.3% | Added |
| Ascent Group, LLC | 1,535 | $620.6K | 0.02% | −707−31.5% | Reduced |
| National Pension Service | 1,545 | $624.6K | 0.00% | +903+140.7% | Added |
| Kestra Advisory Services, LLC | 1,571 | $635.3K | 0.00% | +189+13.7% | Added |
| GWM Advisors LLC | 1,581 | $639.2K | 0.00% | −1,503−48.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,585 | $640.8K | 0.03% | +44+2.9% | Added |
| Catalytic Wealth RIA, LLC | 1,589 | $642.4K | 0.02% | +352+28.5% | Added |
| Levin Capital Strategies, L.P. | 1,600 | $646.9K | 0.06% | +1,600 | New |
| LGT Group Foundation | 1,622 | $655.3K | 0.01% | −1,149−41.5% | Reduced |
| Baker Avenue Asset Management, LP | 1,654 | $668.6K | 0.02% | +46+2.9% | Added |
| Summit Wealth Group LLC | 1,771 | $668.9K | 0.09% | +1,771 | New |
| Endeavor Private Wealth, Inc. | 1,655 | $669.3K | 0.21% | −68−3.9% | Reduced |
| Adviser Investments LLC | 1,683 | $680.5K | 0.01% | −5−0.3% | Reduced |
| Capital International Sarl | 1,690 | $683.3K | 0.01% | +1,190+238.0% | Added |
| Parsons Capital Management Inc | 1,698 | $686.5K | 0.04% | −209−11.0% | Reduced |
| Investment Management Corp of Ontario | 1,703 | $688.5K | 0.01% | +802+89.0% | Added |
| Farther Finance Advisors, LLC | 1,715 | $693.2K | 0.01% | −150−8.0% | Reduced |
| Fifth Third Bancorp | 1,725 | $697.4K | 0.00% | +788+84.1% | Added |
| Atomi Financial Group, Inc. | 1,732 | $700.2K | 0.02% | −74−4.1% | Reduced |
| Commerce Bank | 1,744 | $705.1K | 0.00% | −97−5.3% | Reduced |
| Golden State Equity Partners | 1,778 | $718.8K | 0.12% | +277+18.5% | Added |
| TCI Wealth Advisors, Inc. | 1,791 | $724.1K | 0.04% | −5−0.3% | Reduced |
| Maryland State Retirement & Pension System | 1,819 | $735.4K | 0.02% | +203+12.6% | Added |
| Schroder Investment Management Group | 1,823 | $737.0K | 0.00% | −804−30.6% | Reduced |
| Susquehanna International Group, LLP | 1,834 | $741.5K | 0.00% | +477+35.2% | Added |
| Bank of Nova Scotia | 1,870 | $756.0K | 0.00% | +573+44.2% | Added |
| Cranbrook Wealth Management, LLC | 1,884 | $761.7K | 0.15% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 1,914 | $774.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,951 | $788.8K | 0.02% | +1,189+156.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,966 | $795.0K | 0.00% | +681+53.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,967 | $795.3K | 0.00% | +1,967 | New |
| Beacon Pointe Advisors, LLC | 1,977 | $799.3K | 0.01% | −358−15.3% | Reduced |
| Crossmark Global Holdings, Inc. | 1,991 | $805.0K | 0.01% | −351−15.0% | Reduced |
| Elevated Capital Advisors, LLC | 2,003 | $810.0K | 0.20% | +85+4.4% | Added |
| Wealth Alliance | 2,005 | $810.7K | 0.08% | −6−0.3% | Reduced |
| Sumitomo Life Insurance Co | 2,027 | $819.5K | 0.03% | −61−2.9% | Reduced |
| AE Wealth Management LLC | 2,034 | $823.3K | 0.01% | +254+14.3% | Added |
| Stock Yards Bank & Trust Co | 2,083 | $842.2K | 0.03% | −119−5.4% | Reduced |