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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 1,725 | $697.4K | 0.00% | +788+84.1% | Added |
| Farther Finance Advisors, LLC | 1,715 | $693.2K | 0.01% | −150−8.0% | Reduced |
| Investment Management Corp of Ontario | 1,703 | $688.5K | 0.01% | +802+89.0% | Added |
| Parsons Capital Management Inc | 1,698 | $686.5K | 0.04% | −209−11.0% | Reduced |
| Capital International Sarl | 1,690 | $683.3K | 0.01% | +1,190+238.0% | Added |
| Adviser Investments LLC | 1,683 | $680.5K | 0.01% | −5−0.3% | Reduced |
| Endeavor Private Wealth, Inc. | 1,655 | $669.3K | 0.21% | −68−3.9% | Reduced |
| Summit Wealth Group LLC | 1,771 | $668.9K | 0.09% | +1,771 | New |
| Baker Avenue Asset Management, LP | 1,654 | $668.6K | 0.02% | +46+2.9% | Added |
| LGT Group Foundation | 1,622 | $655.3K | 0.01% | −1,149−41.5% | Reduced |
| Levin Capital Strategies, L.P. | 1,600 | $646.9K | 0.06% | +1,600 | New |
| Catalytic Wealth RIA, LLC | 1,589 | $642.4K | 0.02% | +352+28.5% | Added |
| Moody Lynn & Lieberson, LLC | 1,585 | $640.8K | 0.03% | +44+2.9% | Added |
| GWM Advisors LLC | 1,581 | $639.2K | 0.00% | −1,503−48.7% | Reduced |
| Kestra Advisory Services, LLC | 1,571 | $635.3K | 0.00% | +189+13.7% | Added |
| National Pension Service | 1,545 | $624.6K | 0.00% | +903+140.7% | Added |
| Ascent Group, LLC | 1,535 | $620.6K | 0.02% | −707−31.5% | Reduced |
| Massachusetts Financial Services Co | 1,529 | $618.2K | 0.00% | +226+17.3% | Added |
| EntryPoint Capital, LLC | 1,521 | $614.9K | 0.24% | +1,521 | New |
| Centennial Bank | 1,518 | $613.7K | 0.24% | −924−37.8% | Reduced |
| Hilltop Holdings Inc. | 1,518 | $613.7K | 0.03% | +329+27.7% | Added |
| Prudential PLC | 1,511 | $610.9K | 0.00% | +1,034+216.8% | Added |
| HB Wealth Management, LLC | 1,510 | $610.8K | 0.00% | −56−3.6% | Reduced |
| Webster Bank, N. A. | 1,493 | $603.6K | 0.06% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,491 | $602.8K | 0.03% | −43−2.8% | Reduced |
| David Loasby | 1,520 | $602.6K | 0.05% | −68−4.3% | Reduced |
| ProShare Advisors LLC | 1,485 | $600.4K | 0.00% | −61−3.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,483 | $599.6K | 0.07% | +2+0.1% | Added |
| BHK Investment Advisors, LLC | 1,471 | $594.8K | 0.22% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,462 | $591.1K | 0.06% | −202−12.1% | Reduced |
| Janus Henderson Group PLC | 1,423 | $576.0K | 0.00% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 1,404 | $567.6K | 0.71% | −1,910−57.6% | Reduced |
| NBC Securities, Inc. | 1,396 | $564.4K | 0.04% | +205+17.2% | Added |
| Advocate Group LLC | 1,384 | $559.6K | 0.09% | 00.0% | Unchanged |
| Credit Agricole S A | 1,364 | $551.5K | 0.00% | +1,364 | New |
| Ci Investments Inc. | 1,361 | $550.0K | 0.00% | −25−1.8% | Reduced |
| Boreal Capital Management LLC | 1,324 | $535.3K | 0.43% | +224+20.4% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,317 | $532.5K | 0.12% | −7,176−84.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,310 | $529.6K | 0.02% | +7+0.5% | Added |
| Impact Capital Partners LLC | 1,307 | $528.4K | 0.16% | −134−9.3% | Reduced |
| E. Ohman J:or Asset Management AB | 1,305 | $527.6K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,297 | $524.4K | 0.00% | +16+1.2% | Added |
| Allstate Corp | 1,294 | $523.2K | 0.01% | +1,294 | New |
| Verity & Verity, LLC | 1,285 | $519.4K | 0.04% | −37−2.8% | Reduced |
| QRG Capital Management, Inc. | 1,283 | $518.7K | 0.01% | −127−9.0% | Reduced |
| Parallel Advisors, LLC | 1,282 | $518.6K | 0.01% | −39−3.0% | Reduced |
| Alamea Verwaltungs GmbH | 1,270 | $513.5K | 0.35% | 00.0% | Unchanged |
| Everence Capital Management Inc | 1,270 | $513.0K | 0.03% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 1,251 | $505.8K | 0.00% | +1,251 | New |
| Shelton Capital Management | 1,235 | $499.3K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,223 | $494.5K | 0.06% | −198−13.9% | Reduced |
| Omers Administration Corp | 1,219 | $492.8K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,217 | $492.2K | 0.01% | −327−21.2% | Reduced |
| Blueshift Asset Management, LLC | 1,214 | $490.8K | 0.15% | +1,214 | New |
| Moneta Group Investment Advisors LLC | 1,209 | $488.9K | 0.00% | −299−19.8% | Reduced |
| Drucker Wealth 3.0, LLC | 1,203 | $486.4K | 0.09% | +1,203 | New |
| Tudor Financial Inc. | 1,195 | $483.1K | 0.26% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,187 | $479.8K | 0.01% | −14−1.2% | Reduced |
| Tred Avon Family Wealth, LLC | 1,169 | $472.6K | 0.16% | +1,169 | New |
| Callan Family Office, LLC | 1,168 | $472.2K | 0.02% | −1,138−49.3% | Reduced |
| Modera Wealth Management, LLC | 1,164 | $470.6K | 0.01% | −16−1.4% | Reduced |
| Capital Group Private Client Services, Inc. | 1,146 | $463.3K | 0.01% | +1,146 | New |
| ICW Investment Advisors LLC | 1,143 | $462.3K | 0.17% | +224+24.4% | Added |
| Assetmark, Inc | 1,139 | $460.6K | 0.00% | +145+14.6% | Added |
| First Bank & Trust | 1,132 | $457.7K | 0.08% | −53−4.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,127 | $456.0K | 0.00% | −701−38.3% | Reduced |
| Diversify Wealth Management, LLC | 1,257 | $454.4K | 0.03% | −34−2.6% | Reduced |
| Avidian Wealth Solutions, LLC | 1,120 | $452.8K | 0.02% | +11+1.0% | Added |
| Federation des caisses Desjardins du Quebec | 1,119 | $452.4K | 0.00% | −669−37.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,101 | $445.0K | 0.02% | −3,046−73.5% | Reduced |
| Park Avenue Securities LLC | 1,098 | $444.0K | 0.00% | −198−15.3% | Reduced |
| Koshinski Asset Management, Inc. | 1,095 | $442.7K | 0.03% | +105+10.6% | Added |
| Baker Ellis Asset Management LLC | 1,059 | $428.2K | 0.05% | +1,059 | New |
| Trust Point Inc. | 1,052 | $425.3K | 0.03% | +81+8.3% | Added |
| Park Place Capital Corp | 1,042 | $421.3K | 0.09% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 1,038 | $419.5K | 0.12% | 00.0% | Unchanged |
| Park National Corp | 1,031 | $416.8K | 0.01% | −11−1.1% | Reduced |
| Advisor OS, LLC | 1,025 | $414.2K | 0.04% | +3+0.3% | Added |
| Heritage Family Offices, LLP | 1,021 | $412.9K | 0.19% | −65−6.0% | Reduced |
| Private Advisor Group, LLC | 1,015 | $410.4K | 0.00% | −415−29.0% | Reduced |
| Toroso Investments, LLC | 1,012 | $409.2K | 0.00% | +346+52.0% | Added |
| Mutual Advisors, LLC | 1,138 | $408.7K | 0.01% | +252+28.4% | Added |
| Empowered Funds, LLC | 1,002 | $405.1K | 0.00% | −4,970−83.2% | Reduced |
| Tompkins Financial Corp | 1,000 | $404.3K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,000 | $404.3K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 995 | $402.3K | 0.01% | −61−5.8% | Reduced |
| M&T Bank Corp | 985 | $397.9K | 0.00% | −304−23.6% | Reduced |
| Pinebridge Investments, L.P. | 967 | $391.0K | 0.00% | −3,948−80.3% | Reduced |
| Burney Co | 960 | $388.1K | 0.01% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 954 | $385.5K | 0.26% | +14+1.5% | Added |
| Arkadios Wealth Advisors | 948 | $383.3K | 0.01% | +38+4.2% | Added |
| Adell Harriman & Carpenter Inc | 945 | $382.1K | 0.02% | 00.0% | Unchanged |
| BankPlus Trust Department | 943 | $381.3K | 0.10% | +485+105.9% | Added |
| Evergreen Capital Management LLC | 942 | $380.9K | 0.01% | +218+30.1% | Added |
| K.J. Harrison & Partners Inc | 910 | $374.2K | 0.05% | −7,150−88.7% | Reduced |
| Everpar Advisors LLC | 922 | $372.8K | 0.15% | −7−0.8% | Reduced |
| Siemens Fonds Invest GmbH | 915 | $369.9K | 0.02% | −1−0.1% | Reduced |
| Ellevest, Inc. | 908 | $367.1K | 0.05% | −43−4.5% | Reduced |
| Somerville Kurt F | 900 | $363.9K | 0.06% | +100+12.5% | Added |
| VisionPoint Advisory Group, LLC | 897 | $362.7K | 0.07% | +897 | New |