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 |
|---|---|---|---|---|---|
| Lindenwold Advisors | 2,102 | $849.8K | 0.40% | −279−11.7% | Reduced |
| Vident Advisory, LLC | 2,123 | $858.4K | 0.01% | +26+1.2% | Added |
| Aigen Investment Management, LP | 2,140 | $865.2K | 0.13% | −1,182−35.6% | Reduced |
| Concurrent Investment Advisors, LLC | 2,140 | $865.3K | 0.01% | −181−7.8% | Reduced |
| Sterling Capital Management LLC | 2,152 | $870.1K | 0.01% | −165−7.1% | Reduced |
| Mattern Capital Management, LLC | 2,152 | $870.1K | 0.10% | +626+41.0% | Added |
| Norden Group LLC | 2,167 | $876.5K | 0.09% | −21−1.0% | Reduced |
| American National Bank | 2,180 | $881.4K | 0.09% | −65−2.9% | Reduced |
| Cox Capital Mgt LLC | 2,200 | $889.5K | 0.58% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 2,206 | $891.9K | 0.06% | +7+0.3% | Added |
| CIBC Asset Management Inc | 2,262 | $914.5K | 0.00% | +9+0.4% | Added |
| Crawford Investment Counsel Inc | 2,263 | $914.8K | 0.02% | −8−0.4% | Reduced |
| Capital Analysts, LLC | 2,271 | $919.0K | 0.03% | +180+8.6% | Added |
| Roundview Capital LLC | 2,346 | $948.5K | 0.06% | +12+0.5% | Added |
| Equitable Trust Co | 2,402 | $971.1K | 0.04% | +511+27.0% | Added |
| Numerai GP LLC | 2,469 | $998.2K | 0.14% | +2,469 | New |
| Freestone Grove Partners LP | 2,493 | $1.01M | 0.01% | −4,435−64.0% | Reduced |
| We Are One Seven, LLC | 2,501 | $1.01M | 0.02% | +888+55.1% | Added |
| Knollwood Investment Advisory, LLC | 2,523 | $1.02M | 0.09% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 2,542 | $1.03M | 0.09% | +140+5.8% | Added |
| Generali Asset Management SPA SGR | 2,548 | $1.03M | 0.02% | −1,964−43.5% | Reduced |
| Charter Oak Capital Management, LLC | 2,550 | $1.03M | 0.08% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 2,569 | $1.04M | 0.08% | +489+23.5% | Added |
| Steward Partners Investment Advisory, LLC | 2,573 | $1.04M | 0.01% | +29+1.1% | Added |
| Oddo BHF Asset Management SAS | 2,576 | $1.04M | 0.04% | −92−3.4% | Reduced |
| Change Path, LLC | 2,589 | $1.05M | 0.03% | +28+1.1% | Added |
| First Citizens Bank & Trust Co | 2,604 | $1.05M | 0.02% | −65−2.4% | Reduced |
| Securian Asset Management, Inc | 2,606 | $1.05M | 0.03% | −100−3.7% | Reduced |
| Old National Bancorp | 2,608 | $1.05M | 0.02% | −581−18.2% | Reduced |
| Jones Financial Companies LLLP | 2,659 | $1.06M | 0.00% | −489−15.5% | Reduced |
| Eastern Bank | 2,645 | $1.07M | 0.02% | +20+0.8% | Added |
| Procyon Private Wealth Partners, LLC | 2,690 | $1.09M | 0.06% | −339−11.2% | Reduced |
| CoreCap Advisors, LLC | 2,813 | $1.14M | 0.04% | −665−19.1% | Reduced |
| Brown Advisory Inc | 2,872 | $1.16M | 0.00% | −7,026−71.0% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 2,909 | $1.18M | 0.15% | +377+14.9% | Added |
| Chicago Capital, LLC | 2,931 | $1.19M | 0.03% | −65−2.2% | Reduced |
| Harvey Investment Co LLC | 2,965 | $1.20M | 0.13% | +220+8.0% | Added |
| MML Investors Services, LLC | 2,984 | $1.21M | 0.00% | −467−13.5% | Reduced |
| Davidson Kahn Capital Management, LLC | 3,018 | $1.22M | 0.68% | +1,431+90.2% | Added |
| MAI Capital Management | 3,043 | $1.23M | 0.01% | +2,454+416.6% | Added |
| Confluence Wealth Services, Inc. | 3,062 | $1.24M | 0.06% | +151+5.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,078 | $1.24M | 0.04% | −3−0.1% | Reduced |
| Portside Wealth Group, LLC | 3,085 | $1.25M | 0.17% | +71+2.4% | Added |
| Trueblood Wealth Management, LLC | 3,204 | $1.30M | 0.51% | −953−22.9% | Reduced |
| Mirabaud Asset Management Ltd | 3,264 | $1.30M | 0.63% | −427−11.6% | Reduced |
| Chicago Trust Co NA | 3,236 | $1.31M | 0.18% | 00.0% | Unchanged |
| Ethic Inc. | 3,304 | $1.34M | 0.02% | −725−18.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,314 | $1.34M | 0.05% | +42+1.3% | Added |
| Mercer Global Advisors Inc | 3,316 | $1.34M | 0.00% | +1,081+48.4% | Added |
| Belpointe Asset Management LLC | 3,339 | $1.35M | 0.05% | +237+7.6% | Added |
| Alpha Omega Wealth Management LLC | 3,403 | $1.38M | 0.23% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,442 | $1.39M | 0.03% | +3,442 | New |
| Perbak Capital Partners LLP | 3,494 | $1.41M | 0.25% | +1,808+107.2% | Added |
| Access Financial Services, Inc. | 3,524 | $1.42M | 0.52% | −36−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,532 | $1.43M | 0.00% | −177−4.8% | Reduced |
| Occudo Quantitative Strategies LP | 3,560 | $1.44M | 0.18% | +3,560 | New |
| GHP Investment Advisors, Inc. | 3,562 | $1.44M | 0.06% | −1,198−25.2% | Reduced |
| Citizens Financial Group Inc | 3,571 | $1.44M | 0.02% | −256−6.7% | Reduced |
| Prudential Financial Inc | 3,641 | $1.47M | 0.00% | −196−5.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,675 | $1.49M | 0.02% | +295+8.7% | Added |
| Cresset Asset Management, LLC | 3,708 | $1.50M | 0.01% | +781+26.7% | Added |
| Capital Investment Advisory Services, LLC | 3,735 | $1.51M | 0.12% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 3,756 | $1.52M | 0.77% | −34−0.9% | Reduced |
| Daiwa Securities Group Inc. | 3,772 | $1.52M | 0.01% | +872+30.1% | Added |
| State of Alaska, Department of Revenue | 3,817 | $1.54M | 0.02% | −110−2.8% | Reduced |
| JustInvest LLC | 3,821 | $1.55M | 0.02% | −264−6.5% | Reduced |
| Umb Bank N A | 3,839 | $1.55M | 0.02% | −22−0.6% | Reduced |
| Campbell Capital Management Inc | 3,850 | $1.56M | 0.60% | +3,850 | New |
| FORA Capital, LLC | 3,856 | $1.56M | 0.28% | −1,029−21.1% | Reduced |
| Avanza Fonder AB | 3,886 | $1.57M | 0.04% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 3,915 | $1.58M | 0.79% | +104+2.7% | Added |
| OP Asset Management Ltd | 3,939 | $1.59M | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,970 | $1.60M | 0.01% | −760−16.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,979 | $1.61M | 0.01% | −692−14.8% | Reduced |
| Summit Trail Advisors, LLC | 4,015 | $1.62M | 0.02% | +1,484+58.6% | Added |
| TD Private Client Wealth LLC | 4,024 | $1.63M | 0.04% | −534−11.7% | Reduced |
| Annandale Capital, LLC | 4,109 | $1.66M | 0.29% | 00.0% | Unchanged |
| Lee Financial Co | 4,128 | $1.67M | 0.21% | −41−1.0% | Reduced |
| Intrepid Capital Management Inc | 4,266 | $1.72M | 0.68% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 4,353 | $1.76M | 0.02% | −2,251−34.1% | Reduced |
| RSM US Wealth Management LLC | 4,400 | $1.78M | 0.02% | +249+6.0% | Added |
| Northwest & Ethical Investments L.P. | 4,434 | $1.79M | 0.04% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 4,512 | $1.82M | 0.01% | +43+1.0% | Added |
| Hunter Associates Investment Management LLC | 4,545 | $1.83M | 0.25% | −45−1.0% | Reduced |
| Teacher Retirement System of Texas | 4,570 | $1.85M | 0.01% | −716−13.5% | Reduced |
| CWM Advisors, LLC | 4,612 | $1.86M | 0.18% | +213+4.8% | Added |
| Pacer Advisors, Inc. | 4,674 | $1.89M | 0.00% | +4,674 | New |
| RFG Advisory, LLC | 4,688 | $1.90M | 0.04% | +268+6.1% | Added |
| KBC Group NV | 4,716 | $1.91M | 0.00% | +16+0.3% | Added |
| Squarepoint Ops LLC | 4,790 | $1.94M | 0.00% | −79,540−94.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,846 | $1.96M | 0.01% | +578+13.5% | Added |
| Bridges Investment Management Inc | 4,874 | $1.97M | 0.03% | +219+4.7% | Added |
| Barbara Oil Co. | 5,000 | $2.02M | 0.75% | 00.0% | Unchanged |
| Univest Financial Corp | 5,008 | $2.02M | 0.11% | −278−5.3% | Reduced |
| British Columbia Investment Management Corp | 5,014 | $2.03M | 0.01% | −463−8.5% | Reduced |
| Advisors Asset Management, Inc. | 5,095 | $2.06M | 0.03% | −1,163−18.6% | Reduced |
| Jump Financial, LLC | 5,402 | $2.18M | 0.03% | +5,402 | New |
| Level Four Advisory Services, LLC | 5,456 | $2.21M | 0.08% | +171+3.2% | Added |
| Engineers Gate Manager LP | 5,509 | $2.23M | 0.03% | −25,800−82.4% | Reduced |
| Allianz Asset Management GmbH | 5,629 | $2.28M | 0.00% | +3,961+237.5% | Added |