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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 895 | $361.8K | 0.00% | +106+13.4% | Added |
| Texas Yale Capital Corp. | 891 | $360.2K | 0.01% | +891 | New |
| Flputnam Investment Management Co | 889 | $359.4K | 0.01% | −20−2.2% | Reduced |
| PAX Financial Group, LLC | 888 | $359.2K | 0.06% | +44+5.2% | Added |
| Compass Ion Advisors, LLC | 888 | $359.0K | 0.03% | −17−1.9% | Reduced |
| Forum Financial Management, LP | 885 | $357.8K | 0.00% | +393+79.9% | Added |
| Waterloo Capital, L.P. | 883 | $357.0K | 0.03% | +7+0.8% | Added |
| SRS Capital Advisors, Inc. | 874 | $353.5K | 0.01% | +663+314.2% | Added |
| Flagship Harbor Advisors, LLC | 872 | $352.7K | 0.02% | −69−7.3% | Reduced |
| Institute for Wealth Management, LLC. | 869 | $351.3K | 0.04% | +869 | New |
| Pine Valley Investments Ltd Liability Co | 868 | $350.9K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 859 | $347.2K | 0.01% | −176−17.0% | Reduced |
| Lido Advisors, LLC | 852 | $344.9K | 0.00% | −277−24.5% | Reduced |
| Ossiam | 841 | $340.0K | 0.00% | +249+42.1% | Added |
| Boston Family Office LLC | 835 | $338.0K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 832 | $336.4K | 0.00% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 818 | $330.7K | 0.03% | −121−12.9% | Reduced |
| Cynosure Management, LLC | 814 | $329.1K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 813 | $328.7K | 0.01% | −33−3.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 810 | $327.5K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 805 | $325.5K | 0.00% | +10+1.3% | Added |
| Profund Advisors LLC | 805 | $325.5K | 0.01% | +36+4.7% | Added |
| Stephens Inc | 798 | $322.6K | 0.00% | +12+1.5% | Added |
| Greenleaf Trust | 796 | $321.8K | 0.00% | +28+3.6% | Added |
| Dorsey & Whitney Trust CO LLC | 789 | $319.1K | 0.02% | +12+1.5% | Added |
| HM Payson & Co | 788 | $318.6K | 0.00% | −100−11.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 780 | $316.0K | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 781 | $315.8K | 0.01% | −626−44.5% | Reduced |
| Boothbay Fund Management, LLC | 767 | $310.1K | 0.01% | +767 | New |
| Fulcrum Capital LLC | 766 | $309.7K | 0.06% | +95+14.2% | Added |
| Heartwood Wealth Advisors LLC | 761 | $307.7K | 0.03% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 747 | $302.0K | 0.01% | +105+16.4% | Added |
| Intrust Bank NA | 747 | $302.0K | 0.03% | −48−6.0% | Reduced |
| Bessemer Group Inc | 745 | $302.0K | 0.00% | +144+24.0% | Added |
| Vestcor Inc | 739 | $299.0K | 0.01% | −2−0.3% | Reduced |
| Modern Wealth Management, LLC | 739 | $298.8K | 0.01% | −17−2.2% | Reduced |
| Phillips Wealth Planners LLC | 727 | $298.2K | 0.25% | +48+7.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 736 | $297.6K | 0.00% | −20,164−96.5% | Reduced |
| Taylor Hoffman Capital Management LLC | 724 | $292.7K | 0.09% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 725 | $292.0K | 0.00% | +2+0.3% | Added |
| Yarbrough Capital, LLC | 716 | $289.5K | 0.01% | 00.0% | Unchanged |
| Haverford Trust Co | 710 | $287.1K | 0.00% | −92−11.5% | Reduced |
| Two Sigma Securities, LLC | 699 | $282.6K | 0.04% | −5,667−89.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 698 | $282.2K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 689 | $278.5K | 0.00% | −480−41.1% | Reduced |
| CWM, LLC | 684 | $277.0K | 0.00% | −109−13.7% | Reduced |
| Groesbeck Investment Management Corp | 686 | $277.0K | 0.54% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 674 | $272.5K | 0.00% | −8−1.2% | Reduced |
| Arete Wealth Advisors, LLC | 668 | $270.0K | 0.02% | −2−0.3% | Reduced |
| Jane Street Group, LLC | 663 | $268.1K | 0.00% | −88,452−99.3% | Reduced |
| Checchi Capital Advisers, LLC | 662 | $267.6K | 0.02% | −31−4.5% | Reduced |
| Thrive Wealth Management, LLC | 654 | $264.4K | 0.04% | −117−15.2% | Reduced |
| GAMMA Investing LLC | 649 | $262.4K | 0.01% | −117−15.3% | Reduced |
| Quadrant Capital Group LLC | 638 | $257.9K | 0.01% | −145−18.5% | Reduced |
| Gibbs Wealth Management | 635 | $256.7K | 0.06% | −117−15.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 633 | $256.1K | 0.11% | +103+19.4% | Added |
| Graham Capital Management, L.P. | 631 | $255.1K | 0.01% | −6,369−91.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 630 | $254.8K | 0.02% | +589+1,436.6% | Added |
| Crestwood Advisors Group LLC | 627 | $253.5K | 0.00% | −33−5.0% | Reduced |
| Sagespring Wealth Partners, LLC | 617 | $249.5K | 0.00% | +8+1.3% | Added |
| Simplicity Wealth,LLC | 617 | $249.5K | 0.01% | +617 | New |
| Enhancing Capital LLC | 617 | $249.5K | 0.18% | −195−24.0% | Reduced |
| Blue Barn Wealth, LLC | 609 | $246.2K | 0.11% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 686 | $245.8K | 0.09% | +106+18.3% | Added |
| FourThought Financial Partners, LLC | 608 | $245.7K | 0.02% | +1+0.2% | Added |
| Rafferty Asset Management, LLC | 603 | $243.8K | 0.00% | −6−1.0% | Reduced |
| Apollon Wealth Management, LLC | 601 | $243.2K | 0.00% | +34+6.0% | Added |
| Paradigm Asset Management Co LLC | 600 | $242.6K | 0.06% | 00.0% | Unchanged |
| Boit C F David | 600 | $242.6K | 0.11% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 600 | $242.6K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 530 | $241.5K | 0.02% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 597 | $241.4K | 0.05% | +597 | New |
| Dakota Wealth Management | 596 | $241.0K | 0.00% | +30+5.3% | Added |
| Whetstone Capital Advisors, LLC | 592 | $239.3K | 0.07% | +592 | New |
| Eagle Global Advisors LLC | 586 | $237.0K | 0.01% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 573 | $231.8K | 0.01% | +101+21.4% | Added |
| Integrity Alliance, LLC. | 572 | $231.4K | 0.01% | +87+17.9% | Added |
| Signaturefd, LLC | 566 | $228.9K | 0.00% | −21−3.6% | Reduced |
| Legacy Trust | 556 | $224.8K | 0.04% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 551 | $222.8K | 0.01% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 550 | $222.4K | 0.13% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 550 | $222.4K | 0.00% | +172+45.5% | Added |
| Autumn Glory Partners, LLC | 548 | $221.6K | 0.09% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 546 | $220.7K | 0.05% | +4+0.7% | Added |
| Parkside Financial Bank & Trust | 545 | $220.3K | 0.02% | −9−1.6% | Reduced |
| MQS Management LLC | 544 | $219.9K | 0.13% | −289−34.7% | Reduced |
| Advisory Services Network, LLC | 542 | $219.2K | 0.00% | −70−11.4% | Reduced |
| Quadrature Capital Ltd | 540 | $218.5K | 0.00% | −468−46.4% | Reduced |
| Saturna Capital CORP | 537 | $217.1K | 0.00% | −2,514−82.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 536 | $216.7K | 0.01% | +51+10.5% | Added |
| TownSquare Capital, LLC | 533 | $215.5K | 0.03% | −1,653−75.6% | Reduced |
| Principal Securities, Inc. | 533 | $215.5K | 0.00% | +147+38.1% | Added |
| Synovus Financial Corp | 522 | $211.0K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 521 | $210.6K | 0.00% | −68−11.5% | Reduced |
| Breakwater Capital Group | 520 | $210.2K | 0.03% | 00.0% | Unchanged |
| Woodstock Corp | 517 | $209.0K | 0.02% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 513 | $207.4K | 0.11% | +11+2.2% | Added |
| Fundamentun, LLC | 503 | $203.4K | 0.01% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 500 | $202.2K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 500 | $202.2K | 0.03% | 00.0% | Unchanged |