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 |
|---|---|---|---|---|---|
| Grace & White Inc | 38,983 | $15.8M | 2.78% | −97−0.2% | Reduced |
| Running Oak Capital LLC | 38,594 | $15.6M | 1.75% | +2,203+6.1% | Added |
| LaFleur & Godfrey LLC | 38,419 | $15.5M | 1.88% | −959−2.4% | Reduced |
| Motley Fool Asset Management LLC | 38,360 | $15.5M | 0.64% | −1,533−3.8% | Reduced |
| DekaBank Deutsche Girozentrale | 38,869 | $15.3M | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 37,808 | $15.3M | 0.02% | +17,820+89.2% | Added |
| Washington Trust Co | 37,209 | $15.0M | 0.49% | −354−0.9% | Reduced |
| Amundi | 36,422 | $14.9M | 0.00% | −11,696−24.3% | Reduced |
| Heartland Advisors Inc | 36,830 | $14.9M | 0.79% | +12,596+52.0% | Added |
| State Board of Administration of Florida Retirement System | 35,980 | $14.5M | 0.03% | −1,461−3.9% | Reduced |
| SEI Investments Co | 35,703 | $14.4M | 0.02% | −14,739−29.2% | Reduced |
| New York State Teachers Retirement System | 35,211 | $14.2M | 0.03% | −200−0.6% | Reduced |
| Mackenzie Financial Corp | 35,188 | $14.2M | 0.02% | +32,090+1,035.8% | Added |
| Ameriprise Financial Inc | 34,975 | $14.1M | 0.00% | −4,006−10.3% | Reduced |
| Covington Investment Advisors Inc. | 34,000 | $13.7M | 1.80% | +993+3.0% | Added |
| Carnegie Capital Asset Management, LLC | 33,753 | $13.6M | 0.26% | −180−0.5% | Reduced |
| Comerica Bank | 33,566 | $13.6M | 0.05% | −667−1.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 32,978 | $13.3M | 0.01% | +3,592+12.2% | Added |
| Teachers Retirement System of the State of Kentucky | 32,842 | $13.3M | 0.10% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 32,625 | $13.2M | 0.04% | +864+2.7% | Added |
| Wendell David Associates Inc | 32,083 | $13.0M | 1.28% | +100.0% | Added |
| Price T Rowe Associates Inc | 31,904 | $12.9M | 0.00% | +1,095+3.6% | Added |
| LPL Financial LLC | 31,899 | $12.9M | 0.00% | +3,423+12.0% | Added |
| Franklin Resources Inc | 31,814 | $12.9M | 0.00% | +133+0.4% | Added |
| Epoch Investment Partners, Inc. | 31,542 | $12.8M | 0.07% | +31,542 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,391 | $12.7M | 0.10% | −74−0.2% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 30,345 | $12.3M | 6.44% | +3,341+12.4% | Added |
| BLI - Banque de Luxembourg Investments | 30,500 | $12.2M | 0.36% | +2,300+8.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 33,569 | $12.1M | 0.11% | −118−0.4% | Reduced |
| Citigroup Inc | 29,538 | $11.9M | 0.01% | −65,808−69.0% | Reduced |
| Prospera Financial Services Inc | 28,097 | $11.4M | 0.19% | +3,911+16.2% | Added |
| Public Employees Retirement Association of Colorado | 26,966 | $10.9M | 0.04% | −45−0.2% | Reduced |
| Aviva PLC | 26,170 | $10.6M | 0.02% | +477+1.9% | Added |
| Crown Oak Advisors, LLC | 23,921 | $10.6M | 5.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 26,157 | $10.5M | 0.01% | +12,370+89.7% | Added |
| Stratos Wealth Partners, LTD. | 25,107 | $10.2M | 0.12% | +155+0.6% | Added |
| Thrivent Financial for Lutherans | 24,641 | $9.96M | 0.02% | −243−1.0% | Reduced |
| Standard Life Aberdeen plc | 24,885 | $9.96M | 0.02% | −7,071−22.1% | Reduced |
| Intech Investment Management LLC | 24,300 | $9.82M | 0.09% | +12,403+104.3% | Added |
| State of Wisconsin Investment Board | 22,701 | $9.18M | 0.02% | +3,419+17.7% | Added |
| Buck Wealth Strategies, LLC | 22,655 | $9.16M | 1.26% | +1,211+5.6% | Added |
| DF Dent & Co Inc | 21,609 | $8.74M | 0.11% | +1,126+5.5% | Added |
| Motley Fool Wealth Management, LLC | 20,653 | $8.35M | 0.57% | −2,458−10.6% | Reduced |
| Pictet Asset Management Holding SA | 20,425 | $8.26M | 0.01% | −6,107−23.0% | Reduced |
| Rockefeller Capital Management L.P. | 20,141 | $8.14M | 0.02% | −1,576−7.3% | Reduced |
| Manufacturers Life Insurance Company, The | 20,073 | $8.12M | 0.01% | −1,094−5.2% | Reduced |
| Federated Hermes, Inc. | 19,957 | $8.07M | 0.01% | +17,013+577.9% | Added |
| Oppenheimer Asset Management Inc. | 19,832 | $8.02M | 0.09% | −2,017−9.2% | Reduced |
| Janney Montgomery Scott LLC | 19,242 | $7.78M | 0.02% | +19,242 | New |
| Kensington Investment Counsel, LLC | 19,200 | $7.76M | 3.16% | −288−1.5% | Reduced |
| Princeton Global Asset Management LLC | 19,146 | $7.74M | 1.28% | +4,487+30.6% | Added |
| Advisors Capital Management, LLC | 19,043 | $7.70M | 0.10% | +990+5.5% | Added |
| Vision Capital Management, Inc. | 18,478 | $7.47M | 0.92% | −369−2.0% | Reduced |
| Marks Group Wealth Management, Inc | 18,407 | $7.44M | 0.69% | −467−2.5% | Reduced |
| Capital International Inc | 18,280 | $7.39M | 0.06% | +18,280 | New |
| Anchor Investment Management, LLC | 18,266 | $7.38M | 0.61% | 00.0% | Unchanged |
| MetLife Investment Management | 17,939 | $7.25M | 0.03% | −846−4.5% | Reduced |
| Korea Investment CORP | 17,385 | $7.03M | 0.01% | −8,240−32.2% | Reduced |
| Arcadia Investment Management Corp | 17,322 | $7.00M | 1.08% | −316−1.8% | Reduced |
| Jain Global LLC | 17,230 | $6.97M | 0.09% | +15,329+806.4% | Added |
| Nicola Wealth Management Ltd. | 17,000 | $6.87M | 0.61% | +17,000 | New |
| Ipswich Investment Management Co., Inc. | 16,862 | $6.82M | 1.59% | −372−2.2% | Reduced |
| Redmond Asset Management, LLC | 16,855 | $6.81M | 1.67% | −175−1.0% | Reduced |
| New York State Common Retirement Fund | 16,748 | $6.77M | 0.01% | −800−4.6% | Reduced |
| FineMark National Bank & Trust | 16,624 | $6.72M | 0.22% | +337+2.1% | Added |
| Southernsun Asset Management, LLC | 16,256 | $6.57M | 0.85% | +1,922+13.4% | Added |
| Mutual of America Capital Management LLC | 16,119 | $6.52M | 0.07% | −1,229−7.1% | Reduced |
| Amalgamated Bank | 16,067 | $6.50M | 0.05% | +60.0% | Added |
| Royal London Asset Management Ltd | 15,999 | $6.47M | 0.01% | −84−0.5% | Reduced |
| Naples Global Advisors, LLC | 15,977 | $6.46M | 0.50% | +104+0.7% | Added |
| Tower Bridge Advisors | 15,870 | $6.42M | 0.64% | −176−1.1% | Reduced |
| Nisa Investment Advisors, LLC | 15,795 | $6.39M | 0.02% | −1,603−9.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,986 | $6.34M | 0.01% | −70.0% | Reduced |
| Treasurer of the State of North Carolina | 15,645 | $6.33M | 0.02% | −613−3.8% | Reduced |
| United Capital Financial Advisers, LLC | 15,464 | $6.25M | 0.04% | +182+1.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 15,398 | $6.23M | 0.05% | +2,141+16.1% | Added |
| Schonfeld Strategic Advisors LLC | 14,889 | $6.02M | 0.04% | +2,268+18.0% | Added |
| Danske Bank A/S | 14,857 | $6.01M | 0.01% | +500+3.5% | Added |
| The PNC Financial Services Group, Inc. | 14,686 | $5.94M | 0.00% | +298+2.1% | Added |
| Carderock Capital Management Inc | 14,499 | $5.86M | 1.43% | +13+0.1% | Added |
| Quantinno Capital Management LP | 14,496 | $5.86M | 0.02% | +8,098+126.6% | Added |
| Marsico Capital Management LLC | 14,415 | $5.83M | 0.15% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,322 | $5.79M | 0.01% | +966+7.2% | Added |
| Nicholas Company, Inc. | 14,018 | $5.67M | 0.10% | +1,070+8.3% | Added |
| BNP Paribas Arbitrage, SA | 13,866 | $5.61M | 0.00% | +548+4.1% | Added |
| Quantbot Technologies LP | 13,639 | $5.51M | 0.15% | −8,023−37.0% | Reduced |
| Andra AP-fonden | 13,508 | $5.46M | 0.07% | −25,692−65.5% | Reduced |
| Fiduciary Trust Co | 13,111 | $5.30M | 0.06% | +1,084+9.0% | Added |
| Hamilton Point Investment Advisors, LLC | 13,071 | $5.28M | 0.82% | +51+0.4% | Added |
| Prospect Capital Advisors, LLC | 13,010 | $5.26M | 2.73% | +3,150+31.9% | Added |
| Mn Services Vermogensbeheer B.V. | 13,000 | $5.26M | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,981 | $5.25M | 0.01% | +133+1.0% | Added |
| State of Tennessee, Treasury Department | 12,933 | $5.23M | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 12,883 | $5.21M | 0.01% | −3,592−21.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,859 | $5.19M | 0.03% | +1,410+12.3% | Added |
| Asset Management One Co.,Ltd. | 12,757 | $5.16M | 0.01% | −234−1.8% | Reduced |
| Public Employees Retirement System of Ohio | 12,684 | $5.13M | 0.02% | −797−5.9% | Reduced |
| KLP Kapitalforvaltning AS | 12,400 | $5.01M | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 12,281 | $4.97M | 0.02% | −4,911−28.6% | Reduced |
| HighTower Advisors, LLC | 11,898 | $4.81M | 0.01% | −2,513−17.4% | Reduced |