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 |
|---|---|---|---|---|---|
| Capital Advisors Inc | 62,848 | $25.4M | 0.42% | +2,302+3.8% | Added |
| Voloridge Investment Management, LLC | 63,599 | $25.7M | 0.09% | +39,822+167.5% | Added |
| Deutsche Bank AG | 64,322 | $26.0M | 0.01% | +5,742+9.8% | Added |
| Geneva Capital Management LLC | 65,221 | $26.4M | 0.45% | −9,099−12.2% | Reduced |
| Premier Fund Managers Ltd | 66,333 | $26.5M | 1.09% | −34,036−33.9% | Reduced |
| Macquarie Group Ltd | 66,121 | $26.7M | 0.03% | +6,153+10.3% | Added |
| Alyeska Investment Group, L.P. | 66,395 | $26.8M | 0.08% | +66,395 | New |
| RMB Capital Management, LLC | 68,356 | $27.6M | 0.51% | −4,538−6.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 69,907 | $28.3M | 0.02% | +1,680+2.5% | Added |
| Pembroke Management, LTD | 70,182 | $28.4M | 2.82% | +16,825+31.5% | Added |
| Handelsbanken Fonder AB | 70,658 | $28.6M | 0.09% | −23,400−24.9% | Reduced |
| Fenimore Asset Management Inc | 70,701 | $28.6M | 0.57% | +726+1.0% | Added |
| Baskin Financial Services Inc. | 71,189 | $28.8M | 2.12% | +1,845+2.7% | Added |
| TimesSquare Capital Management, LLC | 71,917 | $29.1M | 0.42% | −2,938−3.9% | Reduced |
| Invesco Ltd. | 73,473 | $29.7M | 0.00% | +4,238+6.1% | Added |
| Anchor Capital Advisors LLC | 78,967 | $31.9M | 0.92% | −161−0.2% | Reduced |
| Principal Financial Group Inc | 80,806 | $32.7M | 0.02% | −1,711−2.1% | Reduced |
| Wilkinson Global Asset Management LLC | 81,683 | $33.0M | 2.08% | +208+0.3% | Added |
| Swedbank AB | 84,392 | $34.1M | 0.03% | +5,807+7.4% | Added |
| Riverbridge Partners LLC | 86,349 | $34.9M | 0.59% | −6,254−6.8% | Reduced |
| Howland Capital Management LLC | 91,112 | $36.8M | 1.40% | −19,317−17.5% | Reduced |
| Conestoga Capital Advisors, LLC | 94,449 | $38.2M | 0.61% | −11,243−10.6% | Reduced |
| Vantage Investment Partners, LLC | 97,730 | $39.5M | 2.70% | +70,394+257.5% | Added |
| Dearborn Partners LLC | 97,935 | $39.6M | 1.86% | +11,878+13.8% | Added |
| Holocene Advisors, LP | 99,389 | $40.2M | 0.09% | +42,903+76.0% | Added |
| Swiss National Bank | 100,644 | $40.7M | 0.02% | −4,800−4.6% | Reduced |
| Rhumbline Advisers | 103,040 | $41.7M | 0.03% | −3,570−3.3% | Reduced |
| First Trust Advisors LP | 104,347 | $42.2M | 0.03% | −2,682−2.5% | Reduced |
| Baird Financial Group, Inc. | 105,536 | $42.7M | 0.07% | −2,166−2.0% | Reduced |
| D. E. Shaw & Co., Inc. | 106,084 | $42.9M | 0.03% | +15,618+17.3% | Added |
| Citadel Advisors LLC | 107,196 | $43.3M | 0.03% | −105,254−49.5% | Reduced |
| Legal & General Group Plc | 108,688 | $43.9M | 0.01% | −201−0.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 110,160 | $44.5M | 0.10% | +2,006+1.9% | Added |
| GW&K Investment Management, LLC | 111,213 | $45.0M | 0.40% | −1,567−1.4% | Reduced |
| Stifel Financial Corp | 112,821 | $45.6M | 0.04% | +10,581+10.3% | Added |
| UBS Group AG | 113,898 | $46.0M | 0.01% | +24,336+27.2% | Added |
| Jacobs Levy Equity Management, Inc | 116,342 | $47.0M | 0.19% | −10,454−8.2% | Reduced |
| Schwartz Investment Counsel Inc | 120,000 | $48.5M | 1.63% | 00.0% | Unchanged |
| Kames Capital plc | 121,191 | $48.9M | 0.58% | +4,966+4.3% | Added |
| Donaldson Capital Management, LLC | 124,789 | $50.5M | 1.60% | +40,326+47.7% | Added |
| UBS Asset Management Americas Inc | 129,044 | $52.2M | 0.01% | −31,345−19.5% | Reduced |
| King Luther Capital Management Corp | 132,682 | $53.6M | 0.22% | −2,350−1.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 132,704 | $53.7M | 0.61% | −16,679−11.2% | Reduced |
| Great West Life Assurance Co | 137,442 | $55.0M | 0.08% | +63,246+85.2% | Added |
| Renaissance Technologies LLC | 138,200 | $55.9M | 0.07% | +89,500+183.8% | Added |
| Benjamin Edwards Inc | 146,533 | $59.3M | 0.67% | +18,093+14.1% | Added |
| Bank of America Corp | 150,611 | $60.9M | 0.00% | −22,451−13.0% | Reduced |
| CI Private Wealth, LLC | 156,053 | $63.1M | 0.10% | +6,020+4.0% | Added |
| Two Sigma Investments, LP | 173,078 | $70.0M | 0.11% | +171,654+12,054.4% | Added |
| Wellington Management Group LLP | 186,976 | $75.6M | 0.01% | −27,193−12.7% | Reduced |
| Brown Brothers Harriman & Co | 199,736 | $80.8M | 0.49% | +45,216+29.3% | Added |
| Welch & Forbes LLC | 213,231 | $86.2M | 1.04% | +1,041+0.5% | Added |
| Caledonia Investments PLC | 219,427 | $88.7M | 8.73% | +25,000+12.9% | Added |
| Dimensional Fund Advisors LP | 227,313 | $91.9M | 0.02% | −8,424−3.6% | Reduced |
| Royal Bank of Canada | 228,811 | $92.5M | 0.02% | −19,283−7.8% | Reduced |
| Bahl & Gaynor Inc | 258,285 | $104.4M | 0.52% | −19,751−7.1% | Reduced |
| Envestnet Asset Management Inc | 276,750 | $111.9M | 0.03% | +14,013+5.3% | Added |
| Bank of New York Mellon Corp | 306,090 | $123.8M | 0.02% | −9,257−2.9% | Reduced |
| JPMorgan Chase & Co | 315,625 | $127.6M | 0.01% | −27,765−8.1% | Reduced |
| Northern Trust Corp | 328,796 | $132.9M | 0.02% | +3,922+1.2% | Added |
| Goldman Sachs Group Inc | 337,585 | $136.5M | 0.02% | −7,312−2.1% | Reduced |
| Davenport & Co LLC | 356,844 | $143.7M | 0.77% | +36,010+11.2% | Added |
| Captrust Financial Advisors | 390,480 | $157.9M | 0.32% | +1,376+0.4% | Added |
| Hamlin Capital Management, LLC | 405,480 | $163.9M | 3.73% | +47,643+13.3% | Added |
| Raymond James Financial Inc | 409,568 | $165.6M | 0.05% | +34,803+9.3% | Added |
| Wells Fargo & Company | 452,612 | $183.0M | 0.04% | −11,262−2.4% | Reduced |
| Neuberger Berman Group LLC | 482,107 | $194.9M | 0.14% | −42,672−8.1% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 565,169 | $228.5M | 1.85% | 00.0% | Unchanged |
| Morgan Stanley | 612,942 | $247.8M | 0.02% | +22,782+3.9% | Added |
| Geode Capital Management, LLC | 632,838 | $255.1M | 0.02% | +3,576+0.6% | Added |
| Capital World Investors | 634,018 | $256.3M | 0.04% | 00.0% | Unchanged |
| Blair William & Co | 799,956 | $323.4M | 0.86% | −6,700−0.8% | Reduced |
| Baillie Gifford & Co | 944,086 | $381.7M | 0.28% | −32,258−3.3% | Reduced |
| State Street Corp | 1,238,121 | $500.6M | 0.02% | +16,595+1.4% | Added |
| Charles Schwab Investment Management Inc | 1,513,166 | $611.5M | 0.10% | +27,170+1.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,546,404 | $625.2M | 1.52% | +13,704+0.9% | Added |
| Capital International Investors | 2,285,895 | $924.2M | 0.15% | +2,014,233+741.4% | Added |
| FMR LLC | 3,001,863 | $1.21B | 0.06% | −111,127−3.6% | Reduced |
| Vanguard Group Inc | 3,551,068 | $1.44B | 0.02% | −21,118−0.6% | Reduced |
| BlackRock, Inc. | 3,742,487 | $1.51B | 0.03% | −29,828−0.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −67,772−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −57,321−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −49,538−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −36,771−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −22,612−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −17,025−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −16,468−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −15,722−100.0% | Sold out |
| 2Xideas AG | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −13,202−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −11,633−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,954−100.0% | Sold out |
| Crown Advisors Management, Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,431−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −4,344−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −4,053−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,785−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −3,244−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −3,094−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,049−100.0% | Sold out |