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 |
|---|---|---|---|---|---|
| Carderock Capital Management Inc | 14,499 | $5.86M | 1.43% | +13+0.1% | Added |
| The PNC Financial Services Group, Inc. | 14,686 | $5.94M | 0.00% | +298+2.1% | Added |
| Danske Bank A/S | 14,857 | $6.01M | 0.01% | +500+3.5% | Added |
| Schonfeld Strategic Advisors LLC | 14,889 | $6.02M | 0.04% | +2,268+18.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 15,398 | $6.23M | 0.05% | +2,141+16.1% | Added |
| United Capital Financial Advisers, LLC | 15,464 | $6.25M | 0.04% | +182+1.2% | Added |
| Treasurer of the State of North Carolina | 15,645 | $6.33M | 0.02% | −613−3.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,986 | $6.34M | 0.01% | −70.0% | Reduced |
| Nisa Investment Advisors, LLC | 15,795 | $6.39M | 0.02% | −1,603−9.2% | Reduced |
| Tower Bridge Advisors | 15,870 | $6.42M | 0.64% | −176−1.1% | Reduced |
| Naples Global Advisors, LLC | 15,977 | $6.46M | 0.50% | +104+0.7% | Added |
| Royal London Asset Management Ltd | 15,999 | $6.47M | 0.01% | −84−0.5% | Reduced |
| Amalgamated Bank | 16,067 | $6.50M | 0.05% | +60.0% | Added |
| Mutual of America Capital Management LLC | 16,119 | $6.52M | 0.07% | −1,229−7.1% | Reduced |
| Southernsun Asset Management, LLC | 16,256 | $6.57M | 0.85% | +1,922+13.4% | Added |
| FineMark National Bank & Trust | 16,624 | $6.72M | 0.22% | +337+2.1% | Added |
| New York State Common Retirement Fund | 16,748 | $6.77M | 0.01% | −800−4.6% | Reduced |
| Redmond Asset Management, LLC | 16,855 | $6.81M | 1.67% | −175−1.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 16,862 | $6.82M | 1.59% | −372−2.2% | Reduced |
| Nicola Wealth Management Ltd. | 17,000 | $6.87M | 0.61% | +17,000 | New |
| Jain Global LLC | 17,230 | $6.97M | 0.09% | +15,329+806.4% | Added |
| Arcadia Investment Management Corp | 17,322 | $7.00M | 1.08% | −316−1.8% | Reduced |
| Korea Investment CORP | 17,385 | $7.03M | 0.01% | −8,240−32.2% | Reduced |
| MetLife Investment Management | 17,939 | $7.25M | 0.03% | −846−4.5% | Reduced |
| Anchor Investment Management, LLC | 18,266 | $7.38M | 0.61% | 00.0% | Unchanged |
| Capital International Inc | 18,280 | $7.39M | 0.06% | +18,280 | New |
| Marks Group Wealth Management, Inc | 18,407 | $7.44M | 0.69% | −467−2.5% | Reduced |
| Vision Capital Management, Inc. | 18,478 | $7.47M | 0.92% | −369−2.0% | Reduced |
| Advisors Capital Management, LLC | 19,043 | $7.70M | 0.10% | +990+5.5% | Added |
| Princeton Global Asset Management LLC | 19,146 | $7.74M | 1.28% | +4,487+30.6% | Added |
| Kensington Investment Counsel, LLC | 19,200 | $7.76M | 3.16% | −288−1.5% | Reduced |
| Janney Montgomery Scott LLC | 19,242 | $7.78M | 0.02% | +19,242 | New |
| Oppenheimer Asset Management Inc. | 19,832 | $8.02M | 0.09% | −2,017−9.2% | Reduced |
| Federated Hermes, Inc. | 19,957 | $8.07M | 0.01% | +17,013+577.9% | Added |
| Manufacturers Life Insurance Company, The | 20,073 | $8.12M | 0.01% | −1,094−5.2% | Reduced |
| Rockefeller Capital Management L.P. | 20,141 | $8.14M | 0.02% | −1,576−7.3% | Reduced |
| Pictet Asset Management Holding SA | 20,425 | $8.26M | 0.01% | −6,107−23.0% | Reduced |
| Motley Fool Wealth Management, LLC | 20,653 | $8.35M | 0.57% | −2,458−10.6% | Reduced |
| DF Dent & Co Inc | 21,609 | $8.74M | 0.11% | +1,126+5.5% | Added |
| Buck Wealth Strategies, LLC | 22,655 | $9.16M | 1.26% | +1,211+5.6% | Added |
| State of Wisconsin Investment Board | 22,701 | $9.18M | 0.02% | +3,419+17.7% | Added |
| Intech Investment Management LLC | 24,300 | $9.82M | 0.09% | +12,403+104.3% | Added |
| Standard Life Aberdeen plc | 24,885 | $9.96M | 0.02% | −7,071−22.1% | Reduced |
| Thrivent Financial for Lutherans | 24,641 | $9.96M | 0.02% | −243−1.0% | Reduced |
| Stratos Wealth Partners, LTD. | 25,107 | $10.2M | 0.12% | +155+0.6% | Added |
| HSBC Holdings PLC | 26,157 | $10.5M | 0.01% | +12,370+89.7% | Added |
| Crown Oak Advisors, LLC | 23,921 | $10.6M | 5.00% | 00.0% | Unchanged |
| Aviva PLC | 26,170 | $10.6M | 0.02% | +477+1.9% | Added |
| Public Employees Retirement Association of Colorado | 26,966 | $10.9M | 0.04% | −45−0.2% | Reduced |
| Prospera Financial Services Inc | 28,097 | $11.4M | 0.19% | +3,911+16.2% | Added |
| Citigroup Inc | 29,538 | $11.9M | 0.01% | −65,808−69.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 33,569 | $12.1M | 0.11% | −118−0.4% | Reduced |
| BLI - Banque de Luxembourg Investments | 30,500 | $12.2M | 0.36% | +2,300+8.2% | Added |
| Patrick Mauro Investment Advisor, INC. | 30,345 | $12.3M | 6.44% | +3,341+12.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,391 | $12.7M | 0.10% | −74−0.2% | Reduced |
| Epoch Investment Partners, Inc. | 31,542 | $12.8M | 0.07% | +31,542 | New |
| Franklin Resources Inc | 31,814 | $12.9M | 0.00% | +133+0.4% | Added |
| LPL Financial LLC | 31,899 | $12.9M | 0.00% | +3,423+12.0% | Added |
| Price T Rowe Associates Inc | 31,904 | $12.9M | 0.00% | +1,095+3.6% | Added |
| Wendell David Associates Inc | 32,083 | $13.0M | 1.28% | +100.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 32,625 | $13.2M | 0.04% | +864+2.7% | Added |
| Teachers Retirement System of the State of Kentucky | 32,842 | $13.3M | 0.10% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 32,978 | $13.3M | 0.01% | +3,592+12.2% | Added |
| Comerica Bank | 33,566 | $13.6M | 0.05% | −667−1.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 33,753 | $13.6M | 0.26% | −180−0.5% | Reduced |
| Covington Investment Advisors Inc. | 34,000 | $13.7M | 1.80% | +993+3.0% | Added |
| Ameriprise Financial Inc | 34,975 | $14.1M | 0.00% | −4,006−10.3% | Reduced |
| Mackenzie Financial Corp | 35,188 | $14.2M | 0.02% | +32,090+1,035.8% | Added |
| New York State Teachers Retirement System | 35,211 | $14.2M | 0.03% | −200−0.6% | Reduced |
| SEI Investments Co | 35,703 | $14.4M | 0.02% | −14,739−29.2% | Reduced |
| State Board of Administration of Florida Retirement System | 35,980 | $14.5M | 0.03% | −1,461−3.9% | Reduced |
| Heartland Advisors Inc | 36,830 | $14.9M | 0.79% | +12,596+52.0% | Added |
| Amundi | 36,422 | $14.9M | 0.00% | −11,696−24.3% | Reduced |
| Washington Trust Co | 37,209 | $15.0M | 0.49% | −354−0.9% | Reduced |
| Truist Financial Corp | 37,808 | $15.3M | 0.02% | +17,820+89.2% | Added |
| DekaBank Deutsche Girozentrale | 38,869 | $15.3M | 0.03% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 38,360 | $15.5M | 0.64% | −1,533−3.8% | Reduced |
| LaFleur & Godfrey LLC | 38,419 | $15.5M | 1.88% | −959−2.4% | Reduced |
| Running Oak Capital LLC | 38,594 | $15.6M | 1.75% | +2,203+6.1% | Added |
| Grace & White Inc | 38,983 | $15.8M | 2.78% | −97−0.2% | Reduced |
| Bath Savings Trust Co | 38,990 | $15.8M | 1.56% | −201−0.5% | Reduced |
| Dudley & Shanley, Inc. | 39,370 | $15.9M | 2.56% | −463−1.2% | Reduced |
| Storebrand Asset Management AS | 39,437 | $15.9M | 0.04% | −596−1.5% | Reduced |
| Walleye Capital LLC | 40,097 | $16.2M | 0.13% | +40,097 | New |
| T. Rowe Price Investment Management, Inc. | 42,586 | $17.2M | 0.01% | −349−0.8% | Reduced |
| Victory Capital Management Inc | 44,023 | $17.8M | 0.01% | +22,751+107.0% | Added |
| Russell Investments Group, Ltd. | 45,140 | $18.3M | 0.02% | +4,942+12.3% | Added |
| Alliancebernstein L.P. | 47,945 | $19.4M | 0.01% | −403−0.8% | Reduced |
| California Public Employees Retirement System | 47,974 | $19.4M | 0.01% | +3,809+8.6% | Added |
| Broad Bay Capital Management, LP | 50,940 | $20.6M | 2.57% | +50,940 | New |
| Millennium Management LLC | 52,438 | $21.2M | 0.02% | −18,937−26.5% | Reduced |
| Retirement Systems of Alabama | 54,346 | $22.0M | 0.07% | −439−0.8% | Reduced |
| California State Teachers Retirement System | 55,206 | $22.3M | 0.02% | −200.0% | Reduced |
| Barclays PLC | 55,665 | $22.5M | 0.01% | −139,459−71.5% | Reduced |
| EULAV Asset Management | 55,900 | $22.6M | 0.53% | 00.0% | Unchanged |
| Nordea Investment Management AB | 57,303 | $23.0M | 0.02% | +4,200+7.9% | Added |
| Two Sigma Advisers, LP | 59,700 | $24.1M | 0.05% | +55,000+1,170.2% | Added |
| Lord, Abbett & Co. LLC | 61,500 | $24.9M | 0.07% | −137,002−69.0% | Reduced |
| Nuveen, LLC | 61,981 | $25.1M | 0.01% | −4,202−6.3% | Reduced |
| Natixis Advisors, L.P. | 62,684 | $25.3M | 0.04% | −17,808−22.1% | Reduced |