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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 5,632 | $2.28M | 0.03% | +369+7.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,671 | $2.29M | 0.11% | +187+3.4% | Added |
| Toronto Dominion Bank | 5,685 | $2.30M | 0.00% | −641−10.1% | Reduced |
| Utah Retirement Systems | 5,709 | $2.31M | 0.02% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 5,718 | $2.31M | 0.02% | 00.0% | Unchanged |
| Argent Trust Co | 5,769 | $2.33M | 0.08% | −391−6.3% | Reduced |
| CIBC World Markets Inc. | 5,786 | $2.34M | 0.00% | −2,005−25.7% | Reduced |
| Swiss Life Asset Management Ltd | 5,917 | $2.39M | 0.01% | −531−8.2% | Reduced |
| Verition Fund Management LLC | 6,050 | $2.45M | 0.01% | −4,258−41.3% | Reduced |
| Xponance, Inc. | 6,073 | $2.46M | 0.02% | +78+1.3% | Added |
| Van Eck Associates Corp | 6,139 | $2.48M | 0.00% | +119+2.0% | Added |
| Entropy Technologies, LP | 6,196 | $2.51M | 0.19% | +3,801+158.7% | Added |
| Cerity Partners LLC | 6,285 | $2.54M | 0.00% | −880−12.3% | Reduced |
| Regions Financial Corp | 6,337 | $2.56M | 0.02% | −154−2.4% | Reduced |
| Delta Global Management LP | 6,408 | $2.59M | 0.19% | +6,408 | New |
| Creative Planning | 6,441 | $2.60M | 0.00% | +440+7.3% | Added |
| Ameritas Investment Partners, Inc. | 6,543 | $2.65M | 0.08% | −230−3.4% | Reduced |
| Sanctuary Advisors, LLC | 6,599 | $2.67M | 0.02% | −963−12.7% | Reduced |
| Bokf, NA | 6,703 | $2.71M | 0.04% | +4,082+155.7% | Added |
| Appleton Partners Inc | 6,716 | $2.71M | 0.18% | −10.0% | Reduced |
| Freedom Day Solutions, LLC | 6,802 | $2.75M | 0.75% | −61−0.9% | Reduced |
| IFM Investors Pty Ltd | 6,999 | $2.79M | 0.02% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 9,939 | $2.83M | 0.01% | +9,939 | New |
| Applied Capital LLC | 6,993 | $2.83M | 2.02% | +36+0.5% | Added |
| Oregon Public Employees Retirement Fund | 6,995 | $2.83M | 0.04% | −180−2.5% | Reduced |
| Alberta Investment Management Corp | 7,000 | $2.83M | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 7,118 | $2.88M | 0.09% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 7,526 | $3.01M | 0.01% | +1,117+17.4% | Added |
| Voya Investment Management LLC | 7,591 | $3.07M | 0.00% | −3,168−29.4% | Reduced |
| Aquatic Capital Management LLC | 7,592 | $3.07M | 0.06% | +7,592 | New |
| Ensign Peak Advisors, Inc | 7,602 | $3.07M | 0.01% | −4,155−35.3% | Reduced |
| Middleton & Co Inc | 7,625 | $3.08M | 0.33% | −190−2.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,780 | $3.15M | 0.05% | −9−0.1% | Reduced |
| Brinker Capital Investments, LLC | 7,848 | $3.17M | 0.02% | +744+10.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,851 | $3.17M | 0.01% | −824−9.5% | Reduced |
| Canal Capital Management, LLC | 7,887 | $3.19M | 0.48% | −4,349−35.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,950 | $3.21M | 0.08% | +6,967+708.7% | Added |
| Forsta Ap-Fonden | 8,000 | $3.23M | 0.02% | +800+11.1% | Added |
| Tudor Investment Corp Et Al | 8,080 | $3.27M | 0.02% | −43,694−84.4% | Reduced |
| State of Michigan Retirement System | 8,283 | $3.35M | 0.02% | −100−1.2% | Reduced |
| Atria Investments LLC | 8,413 | $3.40M | 0.04% | −839−9.1% | Reduced |
| TD Asset Management Inc | 8,592 | $3.47M | 0.00% | +2,197+34.4% | Added |
| Colony Group, LLC | 8,643 | $3.49M | 0.01% | −131−1.5% | Reduced |
| River Road Asset Management, LLC | 8,831 | $3.57M | 0.04% | +3,387+62.2% | Added |
| AQR Capital Management LLC | 9,022 | $3.62M | 0.00% | −36,633−80.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,958 | $3.62M | 0.02% | −5−0.1% | Reduced |
| Centaurus Financial, Inc. | 8,996 | $3.64M | 0.17% | +1,899+26.8% | Added |
| Alliance Wealth Advisors, LLC | 9,188 | $3.71M | 0.87% | −129−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 9,460 | $3.82M | 0.01% | −658−6.5% | Reduced |
| Prosperity Consulting Group, LLC | 9,555 | $3.86M | 0.19% | −603−5.9% | Reduced |
| DnB Asset Management AS | 9,559 | $3.86M | 0.01% | +22+0.2% | Added |
| Pathstone Holdings, LLC | 9,654 | $3.90M | 0.01% | −209−2.1% | Reduced |
| Louisiana State Employees Retirement System | 9,700 | $3.92M | 0.07% | −100−1.0% | Reduced |
| D.A. Davidson & Co. | 9,750 | $3.94M | 0.03% | −98−1.0% | Reduced |
| Ironvine Capital Partners, LLC | 9,809 | $3.97M | 0.39% | +1,427+17.0% | Added |
| Natixis | 9,918 | $4.01M | 0.02% | +9,918 | New |
| HRT Financial LP | 10,044 | $4.06M | 0.01% | −2,433−19.5% | Reduced |
| Guggenheim Capital LLC | 10,091 | $4.08M | 0.03% | −277−2.7% | Reduced |
| NewEdge Wealth, LLC | 11,428 | $4.09M | 0.06% | −279−2.4% | Reduced |
| Monte Financial Group, LLC | 10,259 | $4.15M | 1.53% | +176+1.7% | Added |
| Arizona State Retirement System | 10,262 | $4.15M | 0.02% | +90+0.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 10,277 | $4.15M | 0.02% | −476−4.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 10,319 | $4.17M | 0.04% | +800+8.4% | Added |
| Bank of Montreal | 10,465 | $4.23M | 0.00% | −412−3.8% | Reduced |
| Oppenheimer & Co Inc | 10,512 | $4.25M | 0.05% | +544+5.5% | Added |
| SG Americas Securities, LLC | 10,559 | $4.27M | 0.02% | +8,250+357.3% | Added |
| Man Group plc | 10,709 | $4.33M | 0.01% | +7,334+217.3% | Added |
| Buckhead Capital Management LLC | 10,737 | $4.34M | 1.58% | +299+2.9% | Added |
| SummitTX Capital, L.P. | 10,821 | $4.37M | 0.18% | −217−2.0% | Reduced |
| Alerus Financial NA | 10,889 | $4.40M | 0.22% | +638+6.2% | Added |
| Bradley Foster & Sargent Inc | 11,035 | $4.46M | 0.07% | −1,666−13.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 11,189 | $4.52M | 0.02% | −570−4.8% | Reduced |
| Yousif Capital Management, LLC | 11,377 | $4.60M | 0.05% | −771−6.3% | Reduced |
| Cetera Investment Advisers | 11,452 | $4.63M | 0.01% | +2,742+31.5% | Added |
| State of New Jersey Common Pension Fund D | 11,516 | $4.66M | 0.02% | +110+1.0% | Added |
| American Century Companies Inc | 11,646 | $4.71M | 0.00% | −7,065−37.8% | Reduced |
| US Bancorp | 11,671 | $4.72M | 0.01% | +82+0.7% | Added |
| XTX Topco Ltd | 11,715 | $4.74M | 0.25% | +6,939+145.3% | Added |
| Vestmark Advisory Solutions, Inc. | 11,794 | $4.77M | 0.09% | +192+1.7% | Added |
| CIBC Private Wealth Group, LLC | 11,809 | $4.77M | 0.01% | +607+5.4% | Added |
| HighTower Advisors, LLC | 11,898 | $4.81M | 0.01% | −2,513−17.4% | Reduced |
| Gotham Asset Management, LLC | 12,281 | $4.97M | 0.02% | −4,911−28.6% | Reduced |
| KLP Kapitalforvaltning AS | 12,400 | $5.01M | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 12,684 | $5.13M | 0.02% | −797−5.9% | Reduced |
| Asset Management One Co.,Ltd. | 12,757 | $5.16M | 0.01% | −234−1.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,859 | $5.19M | 0.03% | +1,410+12.3% | Added |
| Nomura Asset Management Co Ltd | 12,883 | $5.21M | 0.01% | −3,592−21.8% | Reduced |
| State of Tennessee, Treasury Department | 12,933 | $5.23M | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,981 | $5.25M | 0.01% | +133+1.0% | Added |
| Mn Services Vermogensbeheer B.V. | 13,000 | $5.26M | 0.03% | 00.0% | Unchanged |
| Prospect Capital Advisors, LLC | 13,010 | $5.26M | 2.73% | +3,150+31.9% | Added |
| Hamilton Point Investment Advisors, LLC | 13,071 | $5.28M | 0.82% | +51+0.4% | Added |
| Fiduciary Trust Co | 13,111 | $5.30M | 0.06% | +1,084+9.0% | Added |
| Andra AP-fonden | 13,508 | $5.46M | 0.07% | −25,692−65.5% | Reduced |
| Quantbot Technologies LP | 13,639 | $5.51M | 0.15% | −8,023−37.0% | Reduced |
| BNP Paribas Arbitrage, SA | 13,866 | $5.61M | 0.00% | +548+4.1% | Added |
| Nicholas Company, Inc. | 14,018 | $5.67M | 0.10% | +1,070+8.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,322 | $5.79M | 0.01% | +966+7.2% | Added |
| Marsico Capital Management LLC | 14,415 | $5.83M | 0.15% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 14,496 | $5.86M | 0.02% | +8,098+126.6% | Added |