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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 11,809 | $4.77M | 0.01% | +607+5.4% | Added |
| Vestmark Advisory Solutions, Inc. | 11,794 | $4.77M | 0.09% | +192+1.7% | Added |
| XTX Topco Ltd | 11,715 | $4.74M | 0.25% | +6,939+145.3% | Added |
| US Bancorp | 11,671 | $4.72M | 0.01% | +82+0.7% | Added |
| American Century Companies Inc | 11,646 | $4.71M | 0.00% | −7,065−37.8% | Reduced |
| State of New Jersey Common Pension Fund D | 11,516 | $4.66M | 0.02% | +110+1.0% | Added |
| Cetera Investment Advisers | 11,452 | $4.63M | 0.01% | +2,742+31.5% | Added |
| Yousif Capital Management, LLC | 11,377 | $4.60M | 0.05% | −771−6.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 11,189 | $4.52M | 0.02% | −570−4.8% | Reduced |
| Bradley Foster & Sargent Inc | 11,035 | $4.46M | 0.07% | −1,666−13.1% | Reduced |
| Alerus Financial NA | 10,889 | $4.40M | 0.22% | +638+6.2% | Added |
| SummitTX Capital, L.P. | 10,821 | $4.37M | 0.18% | −217−2.0% | Reduced |
| Buckhead Capital Management LLC | 10,737 | $4.34M | 1.58% | +299+2.9% | Added |
| Man Group plc | 10,709 | $4.33M | 0.01% | +7,334+217.3% | Added |
| SG Americas Securities, LLC | 10,559 | $4.27M | 0.02% | +8,250+357.3% | Added |
| Oppenheimer & Co Inc | 10,512 | $4.25M | 0.05% | +544+5.5% | Added |
| Bank of Montreal | 10,465 | $4.23M | 0.00% | −412−3.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 10,319 | $4.17M | 0.04% | +800+8.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 10,277 | $4.15M | 0.02% | −476−4.4% | Reduced |
| Arizona State Retirement System | 10,262 | $4.15M | 0.02% | +90+0.9% | Added |
| Monte Financial Group, LLC | 10,259 | $4.15M | 1.53% | +176+1.7% | Added |
| NewEdge Wealth, LLC | 11,428 | $4.09M | 0.06% | −279−2.4% | Reduced |
| Guggenheim Capital LLC | 10,091 | $4.08M | 0.03% | −277−2.7% | Reduced |
| HRT Financial LP | 10,044 | $4.06M | 0.01% | −2,433−19.5% | Reduced |
| Natixis | 9,918 | $4.01M | 0.02% | +9,918 | New |
| Ironvine Capital Partners, LLC | 9,809 | $3.97M | 0.39% | +1,427+17.0% | Added |
| D.A. Davidson & Co. | 9,750 | $3.94M | 0.03% | −98−1.0% | Reduced |
| Louisiana State Employees Retirement System | 9,700 | $3.92M | 0.07% | −100−1.0% | Reduced |
| Pathstone Holdings, LLC | 9,654 | $3.90M | 0.01% | −209−2.1% | Reduced |
| DnB Asset Management AS | 9,559 | $3.86M | 0.01% | +22+0.2% | Added |
| Prosperity Consulting Group, LLC | 9,555 | $3.86M | 0.19% | −603−5.9% | Reduced |
| Advisor Group Holdings, Inc. | 9,460 | $3.82M | 0.01% | −658−6.5% | Reduced |
| Alliance Wealth Advisors, LLC | 9,188 | $3.71M | 0.87% | −129−1.4% | Reduced |
| Centaurus Financial, Inc. | 8,996 | $3.64M | 0.17% | +1,899+26.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,958 | $3.62M | 0.02% | −5−0.1% | Reduced |
| AQR Capital Management LLC | 9,022 | $3.62M | 0.00% | −36,633−80.2% | Reduced |
| River Road Asset Management, LLC | 8,831 | $3.57M | 0.04% | +3,387+62.2% | Added |
| Colony Group, LLC | 8,643 | $3.49M | 0.01% | −131−1.5% | Reduced |
| TD Asset Management Inc | 8,592 | $3.47M | 0.00% | +2,197+34.4% | Added |
| Atria Investments LLC | 8,413 | $3.40M | 0.04% | −839−9.1% | Reduced |
| State of Michigan Retirement System | 8,283 | $3.35M | 0.02% | −100−1.2% | Reduced |
| Tudor Investment Corp Et Al | 8,080 | $3.27M | 0.02% | −43,694−84.4% | Reduced |
| Forsta Ap-Fonden | 8,000 | $3.23M | 0.02% | +800+11.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,950 | $3.21M | 0.08% | +6,967+708.7% | Added |
| Canal Capital Management, LLC | 7,887 | $3.19M | 0.48% | −4,349−35.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,851 | $3.17M | 0.01% | −824−9.5% | Reduced |
| Brinker Capital Investments, LLC | 7,848 | $3.17M | 0.02% | +744+10.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,780 | $3.15M | 0.05% | −9−0.1% | Reduced |
| Middleton & Co Inc | 7,625 | $3.08M | 0.33% | −190−2.4% | Reduced |
| Ensign Peak Advisors, Inc | 7,602 | $3.07M | 0.01% | −4,155−35.3% | Reduced |
| Aquatic Capital Management LLC | 7,592 | $3.07M | 0.06% | +7,592 | New |
| Voya Investment Management LLC | 7,591 | $3.07M | 0.00% | −3,168−29.4% | Reduced |
| WCM Investment Management, LLC | 7,526 | $3.01M | 0.01% | +1,117+17.4% | Added |
| New Mexico Educational Retirement Board | 7,118 | $2.88M | 0.09% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 7,000 | $2.83M | 0.02% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,995 | $2.83M | 0.04% | −180−2.5% | Reduced |
| Applied Capital LLC | 6,993 | $2.83M | 2.02% | +36+0.5% | Added |
| Rakuten Investment Management, Inc. | 9,939 | $2.83M | 0.01% | +9,939 | New |
| IFM Investors Pty Ltd | 6,999 | $2.79M | 0.02% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 6,802 | $2.75M | 0.75% | −61−0.9% | Reduced |
| Appleton Partners Inc | 6,716 | $2.71M | 0.18% | −10.0% | Reduced |
| Bokf, NA | 6,703 | $2.71M | 0.04% | +4,082+155.7% | Added |
| Sanctuary Advisors, LLC | 6,599 | $2.67M | 0.02% | −963−12.7% | Reduced |
| Ameritas Investment Partners, Inc. | 6,543 | $2.65M | 0.08% | −230−3.4% | Reduced |
| Creative Planning | 6,441 | $2.60M | 0.00% | +440+7.3% | Added |
| Delta Global Management LP | 6,408 | $2.59M | 0.19% | +6,408 | New |
| Regions Financial Corp | 6,337 | $2.56M | 0.02% | −154−2.4% | Reduced |
| Cerity Partners LLC | 6,285 | $2.54M | 0.00% | −880−12.3% | Reduced |
| Entropy Technologies, LP | 6,196 | $2.51M | 0.19% | +3,801+158.7% | Added |
| Van Eck Associates Corp | 6,139 | $2.48M | 0.00% | +119+2.0% | Added |
| Xponance, Inc. | 6,073 | $2.46M | 0.02% | +78+1.3% | Added |
| Verition Fund Management LLC | 6,050 | $2.45M | 0.01% | −4,258−41.3% | Reduced |
| Swiss Life Asset Management Ltd | 5,917 | $2.39M | 0.01% | −531−8.2% | Reduced |
| CIBC World Markets Inc. | 5,786 | $2.34M | 0.00% | −2,005−25.7% | Reduced |
| Argent Trust Co | 5,769 | $2.33M | 0.08% | −391−6.3% | Reduced |
| Employees Retirement System of Texas | 5,718 | $2.31M | 0.02% | 00.0% | Unchanged |
| Utah Retirement Systems | 5,709 | $2.31M | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 5,685 | $2.30M | 0.00% | −641−10.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,671 | $2.29M | 0.11% | +187+3.4% | Added |
| Coldstream Capital Management Inc | 5,632 | $2.28M | 0.03% | +369+7.0% | Added |
| Allianz Asset Management GmbH | 5,629 | $2.28M | 0.00% | +3,961+237.5% | Added |
| Engineers Gate Manager LP | 5,509 | $2.23M | 0.03% | −25,800−82.4% | Reduced |
| Level Four Advisory Services, LLC | 5,456 | $2.21M | 0.08% | +171+3.2% | Added |
| Jump Financial, LLC | 5,402 | $2.18M | 0.03% | +5,402 | New |
| Advisors Asset Management, Inc. | 5,095 | $2.06M | 0.03% | −1,163−18.6% | Reduced |
| British Columbia Investment Management Corp | 5,014 | $2.03M | 0.01% | −463−8.5% | Reduced |
| Univest Financial Corp | 5,008 | $2.02M | 0.11% | −278−5.3% | Reduced |
| Barbara Oil Co. | 5,000 | $2.02M | 0.75% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,874 | $1.97M | 0.03% | +219+4.7% | Added |
| O'Shaughnessy Asset Management, LLC | 4,846 | $1.96M | 0.01% | +578+13.5% | Added |
| Squarepoint Ops LLC | 4,790 | $1.94M | 0.00% | −79,540−94.3% | Reduced |
| KBC Group NV | 4,716 | $1.91M | 0.00% | +16+0.3% | Added |
| RFG Advisory, LLC | 4,688 | $1.90M | 0.04% | +268+6.1% | Added |
| Pacer Advisors, Inc. | 4,674 | $1.89M | 0.00% | +4,674 | New |
| CWM Advisors, LLC | 4,612 | $1.86M | 0.18% | +213+4.8% | Added |
| Teacher Retirement System of Texas | 4,570 | $1.85M | 0.01% | −716−13.5% | Reduced |
| Hunter Associates Investment Management LLC | 4,545 | $1.83M | 0.25% | −45−1.0% | Reduced |
| Nissay Asset Management Corp | 4,512 | $1.82M | 0.01% | +43+1.0% | Added |
| Northwest & Ethical Investments L.P. | 4,434 | $1.79M | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,400 | $1.78M | 0.02% | +249+6.0% | Added |