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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 4,353 | $1.76M | 0.02% | −2,251−34.1% | Reduced |
| Intrepid Capital Management Inc | 4,266 | $1.72M | 0.68% | 00.0% | Unchanged |
| Lee Financial Co | 4,128 | $1.67M | 0.21% | −41−1.0% | Reduced |
| Annandale Capital, LLC | 4,109 | $1.66M | 0.29% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,024 | $1.63M | 0.04% | −534−11.7% | Reduced |
| Summit Trail Advisors, LLC | 4,015 | $1.62M | 0.02% | +1,484+58.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,979 | $1.61M | 0.01% | −692−14.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,970 | $1.60M | 0.01% | −760−16.1% | Reduced |
| OP Asset Management Ltd | 3,939 | $1.59M | 0.02% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 3,915 | $1.58M | 0.79% | +104+2.7% | Added |
| Avanza Fonder AB | 3,886 | $1.57M | 0.04% | 00.0% | Unchanged |
| FORA Capital, LLC | 3,856 | $1.56M | 0.28% | −1,029−21.1% | Reduced |
| Campbell Capital Management Inc | 3,850 | $1.56M | 0.60% | +3,850 | New |
| Umb Bank N A | 3,839 | $1.55M | 0.02% | −22−0.6% | Reduced |
| JustInvest LLC | 3,821 | $1.55M | 0.02% | −264−6.5% | Reduced |
| State of Alaska, Department of Revenue | 3,817 | $1.54M | 0.02% | −110−2.8% | Reduced |
| Daiwa Securities Group Inc. | 3,772 | $1.52M | 0.01% | +872+30.1% | Added |
| Birch Capital Management, LLC | 3,756 | $1.52M | 0.77% | −34−0.9% | Reduced |
| Capital Investment Advisory Services, LLC | 3,735 | $1.51M | 0.12% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,708 | $1.50M | 0.01% | +781+26.7% | Added |
| Prime Capital Investment Advisors, LLC | 3,675 | $1.49M | 0.02% | +295+8.7% | Added |
| Prudential Financial Inc | 3,641 | $1.47M | 0.00% | −196−5.1% | Reduced |
| Citizens Financial Group Inc | 3,571 | $1.44M | 0.02% | −256−6.7% | Reduced |
| GHP Investment Advisors, Inc. | 3,562 | $1.44M | 0.06% | −1,198−25.2% | Reduced |
| Occudo Quantitative Strategies LP | 3,560 | $1.44M | 0.18% | +3,560 | New |
| Cambridge Investment Research Advisors, Inc. | 3,532 | $1.43M | 0.00% | −177−4.8% | Reduced |
| Access Financial Services, Inc. | 3,524 | $1.42M | 0.52% | −36−1.0% | Reduced |
| Perbak Capital Partners LLP | 3,494 | $1.41M | 0.25% | +1,808+107.2% | Added |
| Atlantic Union Bankshares Corp | 3,442 | $1.39M | 0.03% | +3,442 | New |
| Alpha Omega Wealth Management LLC | 3,403 | $1.38M | 0.23% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,339 | $1.35M | 0.05% | +237+7.6% | Added |
| Mercer Global Advisors Inc | 3,316 | $1.34M | 0.00% | +1,081+48.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,314 | $1.34M | 0.05% | +42+1.3% | Added |
| Ethic Inc. | 3,304 | $1.34M | 0.02% | −725−18.0% | Reduced |
| Chicago Trust Co NA | 3,236 | $1.31M | 0.18% | 00.0% | Unchanged |
| Mirabaud Asset Management Ltd | 3,264 | $1.30M | 0.63% | −427−11.6% | Reduced |
| Trueblood Wealth Management, LLC | 3,204 | $1.30M | 0.51% | −953−22.9% | Reduced |
| Portside Wealth Group, LLC | 3,085 | $1.25M | 0.17% | +71+2.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,078 | $1.24M | 0.04% | −3−0.1% | Reduced |
| Confluence Wealth Services, Inc. | 3,062 | $1.24M | 0.06% | +151+5.2% | Added |
| MAI Capital Management | 3,043 | $1.23M | 0.01% | +2,454+416.6% | Added |
| Davidson Kahn Capital Management, LLC | 3,018 | $1.22M | 0.68% | +1,431+90.2% | Added |
| MML Investors Services, LLC | 2,984 | $1.21M | 0.00% | −467−13.5% | Reduced |
| Harvey Investment Co LLC | 2,965 | $1.20M | 0.13% | +220+8.0% | Added |
| Chicago Capital, LLC | 2,931 | $1.19M | 0.03% | −65−2.2% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 2,909 | $1.18M | 0.15% | +377+14.9% | Added |
| Brown Advisory Inc | 2,872 | $1.16M | 0.00% | −7,026−71.0% | Reduced |
| CoreCap Advisors, LLC | 2,813 | $1.14M | 0.04% | −665−19.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,690 | $1.09M | 0.06% | −339−11.2% | Reduced |
| Eastern Bank | 2,645 | $1.07M | 0.02% | +20+0.8% | Added |
| Jones Financial Companies LLLP | 2,659 | $1.06M | 0.00% | −489−15.5% | Reduced |
| Old National Bancorp | 2,608 | $1.05M | 0.02% | −581−18.2% | Reduced |
| Securian Asset Management, Inc | 2,606 | $1.05M | 0.03% | −100−3.7% | Reduced |
| First Citizens Bank & Trust Co | 2,604 | $1.05M | 0.02% | −65−2.4% | Reduced |
| Change Path, LLC | 2,589 | $1.05M | 0.03% | +28+1.1% | Added |
| Oddo BHF Asset Management SAS | 2,576 | $1.04M | 0.04% | −92−3.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,573 | $1.04M | 0.01% | +29+1.1% | Added |
| Coastal Bridge Advisors, LLC | 2,569 | $1.04M | 0.08% | +489+23.5% | Added |
| Charter Oak Capital Management, LLC | 2,550 | $1.03M | 0.08% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 2,548 | $1.03M | 0.02% | −1,964−43.5% | Reduced |
| SlateStone Wealth, LLC | 2,542 | $1.03M | 0.09% | +140+5.8% | Added |
| Knollwood Investment Advisory, LLC | 2,523 | $1.02M | 0.09% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,501 | $1.01M | 0.02% | +888+55.1% | Added |
| Freestone Grove Partners LP | 2,493 | $1.01M | 0.01% | −4,435−64.0% | Reduced |
| Numerai GP LLC | 2,469 | $998.2K | 0.14% | +2,469 | New |
| Equitable Trust Co | 2,402 | $971.1K | 0.04% | +511+27.0% | Added |
| Roundview Capital LLC | 2,346 | $948.5K | 0.06% | +12+0.5% | Added |
| Capital Analysts, LLC | 2,271 | $919.0K | 0.03% | +180+8.6% | Added |
| Crawford Investment Counsel Inc | 2,263 | $914.8K | 0.02% | −8−0.4% | Reduced |
| CIBC Asset Management Inc | 2,262 | $914.5K | 0.00% | +9+0.4% | Added |
| Financial Advisory Service, Inc. | 2,206 | $891.9K | 0.06% | +7+0.3% | Added |
| Cox Capital Mgt LLC | 2,200 | $889.5K | 0.58% | 00.0% | Unchanged |
| American National Bank | 2,180 | $881.4K | 0.09% | −65−2.9% | Reduced |
| Norden Group LLC | 2,167 | $876.5K | 0.09% | −21−1.0% | Reduced |
| Sterling Capital Management LLC | 2,152 | $870.1K | 0.01% | −165−7.1% | Reduced |
| Mattern Capital Management, LLC | 2,152 | $870.1K | 0.10% | +626+41.0% | Added |
| Concurrent Investment Advisors, LLC | 2,140 | $865.3K | 0.01% | −181−7.8% | Reduced |
| Aigen Investment Management, LP | 2,140 | $865.2K | 0.13% | −1,182−35.6% | Reduced |
| Vident Advisory, LLC | 2,123 | $858.4K | 0.01% | +26+1.2% | Added |
| Lindenwold Advisors | 2,102 | $849.8K | 0.40% | −279−11.7% | Reduced |
| Stock Yards Bank & Trust Co | 2,083 | $842.2K | 0.03% | −119−5.4% | Reduced |
| AE Wealth Management LLC | 2,034 | $823.3K | 0.01% | +254+14.3% | Added |
| Sumitomo Life Insurance Co | 2,027 | $819.5K | 0.03% | −61−2.9% | Reduced |
| Wealth Alliance | 2,005 | $810.7K | 0.08% | −6−0.3% | Reduced |
| Elevated Capital Advisors, LLC | 2,003 | $810.0K | 0.20% | +85+4.4% | Added |
| Crossmark Global Holdings, Inc. | 1,991 | $805.0K | 0.01% | −351−15.0% | Reduced |
| Beacon Pointe Advisors, LLC | 1,977 | $799.3K | 0.01% | −358−15.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,967 | $795.3K | 0.00% | +1,967 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,966 | $795.0K | 0.00% | +681+53.0% | Added |
| Tower Research Capital LLC (TRC) | 1,951 | $788.8K | 0.02% | +1,189+156.0% | Added |
| Gulf International Bank (UK) Ltd | 1,914 | $774.0K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,884 | $761.7K | 0.15% | 00.0% | Unchanged |
| Bank of Nova Scotia | 1,870 | $756.0K | 0.00% | +573+44.2% | Added |
| Susquehanna International Group, LLP | 1,834 | $741.5K | 0.00% | +477+35.2% | Added |
| Schroder Investment Management Group | 1,823 | $737.0K | 0.00% | −804−30.6% | Reduced |
| Maryland State Retirement & Pension System | 1,819 | $735.4K | 0.02% | +203+12.6% | Added |
| TCI Wealth Advisors, Inc. | 1,791 | $724.1K | 0.04% | −5−0.3% | Reduced |
| Golden State Equity Partners | 1,778 | $718.8K | 0.12% | +277+18.5% | Added |
| Commerce Bank | 1,744 | $705.1K | 0.00% | −97−5.3% | Reduced |
| Atomi Financial Group, Inc. | 1,732 | $700.2K | 0.02% | −74−4.1% | Reduced |